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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 2,735 | $264.4K | 0.01% | +2,735 | New |
| Mackenzie Financial Corp | 2,722 | $263.2K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,677 | $258.8K | 0.00% | +2,677 | New |
| O'Shaughnessy Asset Management, LLC | 2,608 | $252.2K | 0.00% | +2,608 | New |
| Brinker Capital Investments, LLC | 2,581 | $249.6K | 0.00% | −88−3.3% | Reduced |
| Orion Portfolio Solutions, LLC | 2,581 | $249.6K | 0.00% | +2,581 | New |
| Trust Co of Oklahoma | 2,563 | $247.8K | 0.10% | −165−6.0% | Reduced |
| Advisor Partners II, LLC | 2,549 | $246.5K | 0.01% | +2,549 | New |
| Xponance, Inc. | 2,545 | $246.1K | 0.00% | +2,545 | New |
| Profund Advisors LLC | 2,515 | $243.2K | 0.02% | −181−6.7% | Reduced |
| Evergreen Capital Management LLC | 2,511 | $242.8K | 0.01% | +2,511 | New |
| Hardy Reed LLC | 2,472 | $239.0K | 0.04% | −210−7.8% | Reduced |
| Simplex Trading, LLC | 2,479 | $239.0K | 0.01% | +1,909+334.9% | Added |
| Shelton Capital Management | 2,394 | $231.5K | 0.01% | +2,394 | New |
| Baird Financial Group, Inc. | 2,373 | $229.4K | 0.00% | +2,373 | New |
| Metropolitan Life Insurance Co | 2,365 | $228.7K | 0.01% | −331−12.3% | Reduced |
| Intellectus Partners, LLC | 2,302 | $222.6K | 0.07% | +2,302 | New |
| Axq Capital, LP | 2,279 | $220.4K | 0.09% | +2,279 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,225 | $215.1K | 0.04% | +2,225 | New |
| HBK Sorce Advisory LLC | 2,188 | $211.6K | 0.01% | −2,588−54.2% | Reduced |
| Quadrant Capital Group LLC | 2,162 | $209.0K | 0.02% | +281+14.9% | Added |
| Quantamental Technologies LLC | 2,083 | $201.4K | 0.11% | +2,083 | New |
| CAPROCK Group, Inc. | 2,081 | $201.3K | 0.02% | +2,081 | New |
| Point72 Asset Management, L.P. | 1,907 | $184.4K | 0.00% | +1,907 | New |
| State of Wyoming | 1,692 | $163.6K | 0.05% | +353+26.4% | Added |
| Essex Investment Management Co LLC | 1,581 | $152.9K | 0.02% | −587−27.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,210 | $117.0K | 0.00% | +100+9.0% | Added |
| Tradition Wealth Management, LLC | 1,196 | $116.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,190 | $115.0K | 0.00% | +921+342.4% | Added |
| Spire Wealth Management | 929 | $89.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 893 | $86.3K | 0.00% | −166−15.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 784 | $76.0K | 0.00% | −1,205−60.6% | Reduced |
| Pinnacle Financial Partners Inc | 750 | $72.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 749 | $72.4K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 749 | $72.4K | 0.05% | +749 | New |
| Ruedi Wealth Management, Inc. | 563 | $54.4K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 554 | $53.6K | 0.00% | +105+23.4% | Added |
| Huntington National Bank | 540 | $52.2K | 0.00% | −76−12.3% | Reduced |
| Global Retirement Partners, LLC | 515 | $50.2K | 0.00% | +107+26.2% | Added |
| Harbour Investments, Inc. | 471 | $45.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 449 | $43.5K | 0.00% | +1+0.2% | Added |
| Bessemer Group Inc | 430 | $42.0K | 0.00% | +47+12.3% | Added |
| Ci Investments Inc. | 414 | $40.0K | 0.00% | +7+1.7% | Added |
| Ameritas Advisory Services, LLC | 411 | $39.7K | 0.00% | +411 | New |
| CWM, LLC | 293 | $28.0K | 0.00% | −44−13.1% | Reduced |
| Acadian Asset Management LLC | 274 | $26.0K | 0.00% | +274 | New |
| Signaturefd, LLC | 243 | $23.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 190 | $18.4K | 0.00% | +190 | New |
| SOA Wealth Advisors, LLC. | 173 | $16.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 164 | $15.9K | 0.00% | +164 | New |
| Covestor Ltd | 117 | $11.0K | 0.01% | +108+1,200.0% | Added |
| EverSource Wealth Advisors, LLC | 108 | $10.4K | 0.00% | −48−30.8% | Reduced |
| Parkside Financial Bank & Trust | 108 | $10.4K | 0.00% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 102 | $9.86K | 0.00% | +45+78.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $6.96K | 0.00% | +72 | New |
| Versant Capital Management, Inc | 72 | $6.83K | 0.00% | −14−16.3% | Reduced |
| Raleigh Capital Management Inc. | 70 | $6.78K | 0.00% | +13+22.8% | Added |
| Lindbrook Capital, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 52 | $5.03K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 47 | $4.54K | 0.00% | +47 | New |
| TCI Wealth Advisors, Inc. | 46 | $4.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46 | $4.45K | 0.00% | +46 | New |
| Federation des caisses Desjardins du Quebec | 45 | $4.35K | 0.00% | +45 | New |
| Pacer Advisors, Inc. | 39 | $3.77K | 0.00% | +3+8.3% | Added |
| Rise Advisors, LLC | 35 | $3.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $3.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $2.42K | 0.00% | +5+25.0% | Added |
| Ridgewood Investments LLC | 23 | $2.22K | 0.00% | +23 | New |
| KB Financial Partners, LLC | 23 | $2.00K | 0.00% | −10−30.3% | Reduced |
| Steward Financial Group LLC | 31 | $2.00K | 0.00% | +17+121.4% | Added |
| Ronald Blue Trust, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 14 | $1.35K | 0.00% | +2+16.7% | Added |
| AdvisorNet Financial, Inc | 9 | $870 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $870 | 0.00% | +1+12.5% | Added |
| Fortis Capital Advisors, LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $193 | 0.00% | −2−50.0% | Reduced |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −112,313−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −25,518−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,375−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,345−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,922−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,073−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,699−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |