Aaon, Inc.
AAON- Exchange
- Nasdaq
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0000824142
In the last 90 days, Aaon, Inc. insiders filed 2 open-market purchases and 0 sales; 474 institutions reported holding it in 13F filings for Q2 2026, worth $8.26B in total; Giverny Capital is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Aaon, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 278
- +30 vs. Q4 2022
- Shares held
- 38.4M
- +1.60M (+4.4%) vs. Q4 2022
- Total value
- $3.72B
- +$943.6M (+34.0%) vs. Q4 2022
- New holders
- 51
- 107 more added
- Sold out
- 21
- 79 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAON on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 474 | $8.26B |
| Q1 2026 | 402 | $5.77B |
| Q4 2025 | 401 | $5.61B |
| Q3 2025 | 404 | $6.80B |
| Q2 2025 | 393 | $4.67B |
| Q1 2025 | 384 | $4.78B |
| Q4 2024 | 422 | $6.83B |
| Q3 2024 | 382 | $6.33B |
| Q2 2024 | 361 | $5.13B |
| Q1 2024 | 330 | $5.12B |
| Q4 2023 | 303 | $4.28B |
| Q3 2023 | 292 | $3.28B |
| Q2 2023 | 303 | $3.71B |
| Q1 2023 | 278 | $3.72B |
| Q4 2022 | 252 | $2.80B |
| Q3 2022 | 220 | $2.04B |
| Q2 2022 | 204 | $2.08B |
| Q1 2022 | 205 | $2.11B |
| Q4 2021 | 213 | $2.98B |
| Q3 2021 | 206 | $2.40B |
| Q2 2021 | 207 | $2.30B |
| Q1 2021 | 210 | $2.62B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centiva Capital, LP | 4,465 | $431.7K | 0.02% | +4,465 | New |
| First Manhattan Co | 4,555 | $440.4K | 0.00% | −65−1.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,700 | $454.4K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,736 | $457.9K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 5,062 | $489.4K | 0.29% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,102 | $493.3K | 0.08% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 5,191 | $503.6K | 0.00% | +5,191 | New |
| Mariner, LLC | 5,233 | $506.0K | 0.00% | −94−1.8% | Reduced |
| Wexford Capital LP | 5,264 | $509.0K | 0.11% | +5,264 | New |
| State of Wisconsin Investment Board | 5,360 | $518.3K | 0.00% | −3,941−42.4% | Reduced |
| Cim, LLC | 5,445 | $526.5K | 0.10% | −275−4.8% | Reduced |
| Gibraltar Capital Management, Inc. | 5,791 | $559.9K | 0.26% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,895 | $570.0K | 0.00% | +3,218+120.2% | Added |
| DFPG Investments, LLC | 5,983 | $578.5K | 0.06% | +5,983 | New |
| Alliance Wealth Advisors, LLC | 5,987 | $578.9K | 0.23% | +181+3.1% | Added |
| Legacy Wealth Asset Management, LLC | 6,191 | $598.6K | 0.22% | +366+6.3% | Added |
| Vestmark Advisory Solutions, Inc. | 6,235 | $602.9K | 0.03% | +137+2.2% | Added |
| CI Private Wealth, LLC | 6,255 | $604.8K | 0.00% | +6,255 | New |
| ProShare Advisors LLC | 6,310 | $610.1K | 0.00% | −559−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,325 | $611.4K | 0.00% | +487+8.3% | Added |
| O'Neil Global Advisors, Inc. | 6,325 | $612.0K | 0.32% | +6,325 | New |
| Integrated Wealth Concepts LLC | 6,415 | $620.0K | 0.01% | +6,415 | New |
| The PNC Financial Services Group, Inc. | 7,253 | $701.3K | 0.00% | +1,704+30.7% | Added |
| Bank of Montreal | 7,331 | $709.9K | 0.00% | +1,400+23.6% | Added |
| Source Financial Advisors LLC | 7,347 | $710.4K | 0.24% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,409 | $716.4K | 0.00% | +635+9.4% | Added |
| Handelsbanken Fonder AB | 7,416 | $717.0K | 0.00% | +7,416 | New |
| Creative Planning | 7,424 | $717.8K | 0.00% | +835+12.7% | Added |
| AQR Capital Management LLC | 7,451 | $720.4K | 0.00% | +376+5.3% | Added |
| Qube Research & Technologies Ltd | 7,482 | $723.4K | 0.00% | +3,523+89.0% | Added |
| Precision Wealth Strategies, LLC | 7,552 | $730.2K | 1.15% | −273−3.5% | Reduced |
| Public Employees Retirement Association of Colorado | 8,035 | $777.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,655 | $836.9K | 0.01% | −153−1.7% | Reduced |
| GWM Advisors LLC | 8,805 | $851.4K | 0.01% | +200+2.3% | Added |
| Hillsdale Investment Management Inc. | 9,300 | $899.2K | 0.08% | +300+3.3% | Added |
| LPL Financial LLC | 9,469 | $915.5K | 0.00% | +2,379+33.6% | Added |
| Quantbot Technologies LP | 9,879 | $955.2K | 0.07% | +9,879 | New |
| Calamos Advisors LLC | 10,384 | $1.00M | 0.01% | +10,384 | New |
| Baker Tilly Wealth Management, LLC | 10,404 | $1.01M | 0.11% | −954−8.4% | Reduced |
| Gsa Capital Partners LLP | 10,432 | $1.01M | 0.10% | +10,432 | New |
| Everence Capital Management Inc | 11,030 | $1.07M | 0.09% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,447 | $1.11M | 0.10% | +3,490+43.9% | Added |
| Central Trust Co | 11,592 | $1.12M | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 11,899 | $1.15M | 1.11% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 11,946 | $1.16M | 1.42% | 00.0% | Unchanged |
| Advisory Research Inc | 12,290 | $1.19M | 0.20% | +7,044+134.3% | Added |
| Arizona State Retirement System | 12,331 | $1.19M | 0.01% | +331+2.8% | Added |
| Teachers Retirement System of the State of Kentucky | 12,600 | $1.22M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,564 | $1.31M | 0.02% | −389−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 13,721 | $1.33M | 0.00% | +650+5.0% | Added |
| Amundi | 14,808 | $1.37M | 0.00% | +6,497+78.2% | Added |
| State of Tennessee, Treasury Department | 14,281 | $1.38M | 0.01% | −1,945−12.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,446 | $1.49M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 15,794 | $1.53M | 0.00% | −700−4.2% | Reduced |
| Maryland State Retirement & Pension System | 16,925 | $1.64M | 0.04% | −437−2.5% | Reduced |
| M&T Bank Corp | 17,274 | $1.67M | 0.01% | −1,527−8.1% | Reduced |
| Glenmede Trust Co NA | 17,312 | $1.67M | 0.01% | −1,444−7.7% | Reduced |
| Graham Capital Management, L.P. | 17,667 | $1.71M | 0.06% | −1,062−5.7% | Reduced |
| Manufacturers Life Insurance Company, The | 17,868 | $1.73M | 0.00% | +250+1.4% | Added |
| Voya Investment Management LLC | 18,105 | $1.75M | 0.00% | −74−0.4% | Reduced |
| Royce & Associates LP | 18,800 | $1.82M | 0.02% | −7,468−28.4% | Reduced |
| Gitterman Wealth Management, LLC | 19,000 | $1.84M | 0.87% | −1,000−5.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,392 | $1.88M | 0.00% | +301+1.6% | Added |
| Amalgamated Bank | 19,565 | $1.89M | 0.02% | −1,348−6.4% | Reduced |
| Louisiana State Employees Retirement System | 19,600 | $1.90M | 0.05% | −400−2.0% | Reduced |
| Man Group plc | – | $1.92M | 0.01% | – | – |
| Kennedy Capital Management, Inc. | 20,004 | $1.93M | 0.06% | −3,471−14.8% | Reduced |
| Atria Investments LLC | 20,894 | $2.02M | 0.04% | −1,534−6.8% | Reduced |
| EAM Investors, LLC | 21,388 | $2.07M | 0.41% | +21,388 | New |
| Los Angeles Capital Management LLC | 21,622 | $2.09M | 0.01% | +13,213+157.1% | Added |
| Janus Henderson Group PLC | 21,880 | $2.11M | 0.00% | +13,382+157.5% | Added |
| Wesbanco Bank Inc | 21,893 | $2.12M | 0.09% | −6,753−23.6% | Reduced |
| UBS Group AG | 22,018 | $2.13M | 0.00% | +8,767+66.2% | Added |
| MetLife Investment Management | 22,881 | $2.21M | 0.02% | −417−1.8% | Reduced |
| Allied Investment Advisors, LLC | 22,975 | $2.22M | 0.69% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 23,323 | $2.26M | 0.01% | −863−3.6% | Reduced |
| American International Group, Inc. | 23,831 | $2.30M | 0.02% | +121+0.5% | Added |
| New York State Common Retirement Fund | 23,900 | $2.31M | 0.00% | −8,000−25.1% | Reduced |
| Quadrature Capital Ltd | 24,438 | $2.36M | 0.06% | +1,030+4.4% | Added |
| Yousif Capital Management, LLC | 24,458 | $2.36M | 0.03% | −3,060−11.1% | Reduced |
| Citigroup Inc | 24,536 | $2.37M | 0.00% | −5,468−18.2% | Reduced |
| Trexquant Investment LP | 25,357 | $2.45M | 0.07% | +17,075+206.2% | Added |
| Zacks Investment Management | 25,391 | $2.46M | 0.03% | +4,545+21.8% | Added |
| SG Americas Securities, LLC | 28,354 | $2.74M | 0.04% | +24,219+585.7% | Added |
| State of Alaska, Department of Revenue | 28,802 | $2.78M | 0.03% | −467−1.6% | Reduced |
| Barclays PLC | 28,832 | $2.79M | 0.00% | +8,013+38.5% | Added |
| Teacher Retirement System of Texas | 29,102 | $2.81M | 0.02% | +15,161+108.8% | Added |
| State of New Jersey Common Pension Fund D | 29,616 | $2.86M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 31,659 | $3.06M | 0.00% | +8,717+38.0% | Added |
| Susquehanna International Group, LLP | 33,880 | $3.28M | 0.01% | +8,476+33.4% | Added |
| Strategic Wealth Partners, Ltd. | 33,919 | $3.28M | 0.50% | +875+2.6% | Added |
| Susquehanna Fundamental Investments, LLC | 34,041 | $3.29M | 0.08% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 34,075 | $3.29M | 0.47% | +887+2.7% | Added |
| UBS Asset Management Americas Inc | 34,103 | $3.30M | 0.00% | +34,103 | New |
| Russell Investments Group, Ltd. | 35,814 | $3.46M | 0.01% | +23,488+190.6% | Added |
| Bahl & Gaynor Inc | 37,353 | $3.61M | 0.02% | +4,160+12.5% | Added |
| Texas Permanent School Fund | 37,691 | $3.64M | 0.04% | +9,436+33.4% | Added |
| ExodusPoint Capital Management, LP | 39,402 | $3.81M | 0.04% | +19,170+94.8% | Added |
| Stifel Financial Corp | 41,279 | $3.99M | 0.01% | −550−1.3% | Reduced |
| Thrivent Financial for Lutherans | 41,650 | $4.03M | 0.01% | −1,460−3.4% | Reduced |