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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 23,900 | $2.31M | 0.00% | −8,000−25.1% | Reduced |
| American International Group, Inc. | 23,831 | $2.30M | 0.02% | +121+0.5% | Added |
| CIBC Private Wealth Group, LLC | 23,323 | $2.26M | 0.01% | −863−3.6% | Reduced |
| Allied Investment Advisors, LLC | 22,975 | $2.22M | 0.69% | 00.0% | Unchanged |
| MetLife Investment Management | 22,881 | $2.21M | 0.02% | −417−1.8% | Reduced |
| UBS Group AG | 22,018 | $2.13M | 0.00% | +8,767+66.2% | Added |
| Wesbanco Bank Inc | 21,893 | $2.12M | 0.09% | −6,753−23.6% | Reduced |
| Janus Henderson Group PLC | 21,880 | $2.11M | 0.00% | +13,382+157.5% | Added |
| Los Angeles Capital Management LLC | 21,622 | $2.09M | 0.01% | +13,213+157.1% | Added |
| EAM Investors, LLC | 21,388 | $2.07M | 0.41% | +21,388 | New |
| Atria Investments LLC | 20,894 | $2.02M | 0.04% | −1,534−6.8% | Reduced |
| Kennedy Capital Management, Inc. | 20,004 | $1.93M | 0.06% | −3,471−14.8% | Reduced |
| Man Group plc | – | $1.92M | 0.01% | – | – |
| Louisiana State Employees Retirement System | 19,600 | $1.90M | 0.05% | −400−2.0% | Reduced |
| Amalgamated Bank | 19,565 | $1.89M | 0.02% | −1,348−6.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,392 | $1.88M | 0.00% | +301+1.6% | Added |
| Gitterman Wealth Management, LLC | 19,000 | $1.84M | 0.87% | −1,000−5.0% | Reduced |
| Royce & Associates LP | 18,800 | $1.82M | 0.02% | −7,468−28.4% | Reduced |
| Voya Investment Management LLC | 18,105 | $1.75M | 0.00% | −74−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 17,868 | $1.73M | 0.00% | +250+1.4% | Added |
| Graham Capital Management, L.P. | 17,667 | $1.71M | 0.06% | −1,062−5.7% | Reduced |
| Glenmede Trust Co NA | 17,312 | $1.67M | 0.01% | −1,444−7.7% | Reduced |
| M&T Bank Corp | 17,274 | $1.67M | 0.01% | −1,527−8.1% | Reduced |
| Maryland State Retirement & Pension System | 16,925 | $1.64M | 0.04% | −437−2.5% | Reduced |
| New York State Teachers Retirement System | 15,794 | $1.53M | 0.00% | −700−4.2% | Reduced |
| State Board of Administration of Florida Retirement System | 15,446 | $1.49M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,281 | $1.38M | 0.01% | −1,945−12.0% | Reduced |
| Amundi | 14,808 | $1.37M | 0.00% | +6,497+78.2% | Added |
| Ensign Peak Advisors, Inc | 13,721 | $1.33M | 0.00% | +650+5.0% | Added |
| Oregon Public Employees Retirement Fund | 13,564 | $1.31M | 0.02% | −389−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,600 | $1.22M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,331 | $1.19M | 0.01% | +331+2.8% | Added |
| Advisory Research Inc | 12,290 | $1.19M | 0.20% | +7,044+134.3% | Added |
| Capital Impact Advisors, LLC | 11,946 | $1.16M | 1.42% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 11,899 | $1.15M | 1.11% | 00.0% | Unchanged |
| Central Trust Co | 11,592 | $1.12M | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,447 | $1.11M | 0.10% | +3,490+43.9% | Added |
| Everence Capital Management Inc | 11,030 | $1.07M | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,432 | $1.01M | 0.10% | +10,432 | New |
| Baker Tilly Wealth Management, LLC | 10,404 | $1.01M | 0.11% | −954−8.4% | Reduced |
| Calamos Advisors LLC | 10,384 | $1.00M | 0.01% | +10,384 | New |
| Quantbot Technologies LP | 9,879 | $955.2K | 0.07% | +9,879 | New |
| LPL Financial LLC | 9,469 | $915.5K | 0.00% | +2,379+33.6% | Added |
| Hillsdale Investment Management Inc. | 9,300 | $899.2K | 0.08% | +300+3.3% | Added |
| GWM Advisors LLC | 8,805 | $851.4K | 0.01% | +200+2.3% | Added |
| Mutual of America Capital Management LLC | 8,655 | $836.9K | 0.01% | −153−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,035 | $777.0K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 7,552 | $730.2K | 1.15% | −273−3.5% | Reduced |
| Qube Research & Technologies Ltd | 7,482 | $723.4K | 0.00% | +3,523+89.0% | Added |
| AQR Capital Management LLC | 7,451 | $720.4K | 0.00% | +376+5.3% | Added |
| Creative Planning | 7,424 | $717.8K | 0.00% | +835+12.7% | Added |
| Handelsbanken Fonder AB | 7,416 | $717.0K | 0.00% | +7,416 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,409 | $716.4K | 0.00% | +635+9.4% | Added |
| Source Financial Advisors LLC | 7,347 | $710.4K | 0.24% | 00.0% | Unchanged |
| Bank of Montreal | 7,331 | $709.9K | 0.00% | +1,400+23.6% | Added |
| The PNC Financial Services Group, Inc. | 7,253 | $701.3K | 0.00% | +1,704+30.7% | Added |
| Integrated Wealth Concepts LLC | 6,415 | $620.0K | 0.01% | +6,415 | New |
| O'Neil Global Advisors, Inc. | 6,325 | $612.0K | 0.32% | +6,325 | New |
| Advisor Group Holdings, Inc. | 6,325 | $611.4K | 0.00% | +487+8.3% | Added |
| ProShare Advisors LLC | 6,310 | $610.1K | 0.00% | −559−8.1% | Reduced |
| CI Private Wealth, LLC | 6,255 | $604.8K | 0.00% | +6,255 | New |
| Vestmark Advisory Solutions, Inc. | 6,235 | $602.9K | 0.03% | +137+2.2% | Added |
| Legacy Wealth Asset Management, LLC | 6,191 | $598.6K | 0.22% | +366+6.3% | Added |
| Alliance Wealth Advisors, LLC | 5,987 | $578.9K | 0.23% | +181+3.1% | Added |
| DFPG Investments, LLC | 5,983 | $578.5K | 0.06% | +5,983 | New |
| Guggenheim Capital LLC | 5,895 | $570.0K | 0.00% | +3,218+120.2% | Added |
| Gibraltar Capital Management, Inc. | 5,791 | $559.9K | 0.26% | 00.0% | Unchanged |
| Cim, LLC | 5,445 | $526.5K | 0.10% | −275−4.8% | Reduced |
| State of Wisconsin Investment Board | 5,360 | $518.3K | 0.00% | −3,941−42.4% | Reduced |
| Wexford Capital LP | 5,264 | $509.0K | 0.11% | +5,264 | New |
| Mariner, LLC | 5,233 | $506.0K | 0.00% | −94−1.8% | Reduced |
| Empower Advisory Group, LLC | 5,191 | $503.6K | 0.00% | +5,191 | New |
| SYSTM Wealth Solutions LLC | 5,102 | $493.3K | 0.08% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 5,062 | $489.4K | 0.29% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,736 | $457.9K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,700 | $454.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 4,555 | $440.4K | 0.00% | −65−1.4% | Reduced |
| Centiva Capital, LP | 4,465 | $431.7K | 0.02% | +4,465 | New |
| Lindenwold Advisors | 4,284 | $414.2K | 0.26% | −390−8.3% | Reduced |
| Captrust Financial Advisors | 4,166 | $402.8K | 0.00% | −211−4.8% | Reduced |
| Lazard Asset Management LLC | 4,125 | $398.0K | 0.00% | +3,519+580.7% | Added |
| JustInvest LLC | 4,040 | $390.6K | 0.01% | +4,040 | New |
| STRS Ohio | 3,900 | $377.0K | 0.00% | +900+30.0% | Added |
| Quantinno Capital Management LP | 3,790 | $366.0K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 3,775 | $365.0K | 0.00% | +3,775 | New |
| Crossmark Global Holdings, Inc. | 3,589 | $347.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,510 | $339.4K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 3,511 | $339.2K | 0.03% | +3,511 | New |
| Alps Advisors Inc | 3,480 | $336.5K | 0.00% | +3,480 | New |
| KBC Group NV | 3,403 | $329.0K | 0.00% | −162−4.5% | Reduced |
| Belpointe Asset Management LLC | 3,109 | $300.7K | 0.02% | +15+0.5% | Added |
| Marco Investment Management LLC | 3,093 | $299.1K | 0.03% | −260−7.8% | Reduced |
| XTX Topco Ltd | 3,027 | $292.7K | 0.06% | +3,027 | New |
| Bayesian Capital Management, LP | 3,014 | $291.4K | 0.04% | −810−21.2% | Reduced |
| Alpha Cubed Investments, LLC | 2,900 | $280.4K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,900 | $280.4K | 0.00% | +2,900 | New |
| Advisory Services Network, LLC | 2,896 | $280.0K | 0.01% | +10.0% | Added |
| Wallace Advisory Group, LLC | 2,886 | $279.0K | 0.21% | +10+0.3% | Added |
| CWM Advisors, LLC | 2,833 | $273.9K | 0.03% | −292−9.3% | Reduced |
| FMR LLC | 2,753 | $266.2K | 0.00% | −226−7.6% | Reduced |