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, Q2 2023
Institutional positions in Aaon, Inc. as of Jun 30, 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
- 303
- +25 vs. Q1 2023
- Shares held
- 39.1M
- +674.8K (+1.8%) vs. Q1 2023
- Total value
- $3.71B
- −$9.99M (−0.3%) vs. Q1 2023
- New holders
- 52
- 104 more added
- Sold out
- 27
- 102 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $285 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 4 | $379 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 7 | $664 | 0.00% | −2−22.2% | Reduced |
| AdvisorNet Financial, Inc | 10 | $948 | 0.00% | +1+11.1% | Added |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | −13−50.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.14K | 0.00% | −2−14.3% | Reduced |
| KB Financial Partners, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 23 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $2.85K | 0.00% | −4−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $2.94K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 36 | $3.37K | 0.00% | +1+2.9% | Added |
| Hillsdale Investment Management Inc. | 40 | $3.79K | 0.00% | −9,260−99.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 45 | $4.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46 | $4.36K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 47 | $4.46K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 51 | $4.84K | 0.01% | +51 | New |
| Steward Partners Investment Advisory, LLC | 52 | $4.93K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $5.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 65 | $6.16K | 0.00% | +65 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $6.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $6.83K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 89 | $8.44K | 0.01% | +89 | New |
| IFP Advisors, Inc | 274 | $8.51K | 0.00% | +274 | New |
| Northwestern Mutual Wealth Management Co | 96 | $9.10K | 0.00% | +96 | New |
| Global Trust Asset Management, LLC | 100 | $9.48K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 102 | $9.67K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 106 | $10.1K | 0.00% | +67+171.8% | Added |
| EverSource Wealth Advisors, LLC | 108 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 110 | $10.4K | 0.00% | +2+1.9% | Added |
| Bessemer Group Inc | 121 | $11.0K | 0.00% | −309−71.9% | Reduced |
| Raleigh Capital Management Inc. | 121 | $11.4K | 0.01% | +51+72.9% | Added |
| Allworth Financial LP | 164 | $15.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $16.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $22.4K | 0.00% | −7−2.9% | Reduced |
| Hollencrest Capital Management | 255 | $24.2K | 0.00% | +255 | New |
| CWM, LLC | 296 | $28.0K | 0.00% | +3+1.0% | Added |
| Ci Investments Inc. | 409 | $39.0K | 0.00% | −5−1.2% | Reduced |
| First Horizon Advisors, Inc. | 457 | $43.4K | 0.00% | +8+1.8% | Added |
| Harbour Investments, Inc. | 471 | $44.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 507 | $48.1K | 0.00% | −8−1.6% | Reduced |
| Ruedi Wealth Management, Inc. | 563 | $53.4K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 952 | $60.2K | 0.01% | +952 | New |
| Huntington National Bank | 651 | $61.7K | 0.00% | +111+20.6% | Added |
| Simplex Trading, LLC | 667 | $63.0K | 0.00% | −1,812−73.1% | Reduced |
| West Tower Group, LLC | 693 | $65.7K | 0.05% | +693 | New |
| Trivant Custom Portfolio Group, LLC | 715 | $67.8K | 0.05% | −34−4.5% | Reduced |
| CVA Family Office, LLC | 749 | $71.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 750 | $71.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 779 | $73.9K | 0.00% | −411−34.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 784 | $74.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 929 | $88.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,102 | $105.0K | 0.08% | +985+841.9% | Added |
| Fifth Third Bancorp | 1,148 | $108.8K | 0.00% | +255+28.6% | Added |
| Tradition Wealth Management, LLC | 1,197 | $114.0K | 0.01% | +1+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,359 | $128.8K | 0.00% | +805+145.3% | Added |
| Quadrant Capital Group LLC | 2,042 | $193.6K | 0.02% | −120−5.6% | Reduced |
| Axxcess Wealth Management, LLC | 2,146 | $203.5K | 0.01% | +2,146 | New |
| HBK Sorce Advisory LLC | 2,173 | $206.0K | 0.01% | −15−0.7% | Reduced |
| Gotham Asset Management, LLC | 2,192 | $207.8K | 0.00% | +2,192 | New |
| Allianz Asset Management GmbH | 2,200 | $208.6K | 0.00% | +2,200 | New |
| Change Path, LLC | 2,201 | $209.0K | 0.01% | +2,201 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,211 | $209.6K | 0.03% | −14−0.6% | Reduced |
| Empower Advisory Group, LLC | 2,257 | $213.9K | 0.00% | −2,934−56.5% | Reduced |
| First Republic Investment Management, Inc. | 2,270 | $215.2K | 0.00% | −407−15.2% | Reduced |
| Shelton Capital Management | 2,289 | $217.0K | 0.01% | −105−4.4% | Reduced |
| MQS Management LLC | 2,294 | $217.5K | 0.15% | +2,294 | New |
| Intellectus Partners, LLC | 2,302 | $218.3K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,310 | $219.0K | 0.00% | +2,310 | New |
| State of Wyoming | 2,382 | $225.8K | 0.07% | +690+40.8% | Added |
| Toroso Investments, LLC | 2,417 | $229.0K | 0.01% | +2,417 | New |
| Metropolitan Life Insurance Co | 2,468 | $234.0K | 0.01% | +103+4.4% | Added |
| Hardy Reed LLC | 2,472 | $234.4K | 0.04% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,534 | $240.2K | 0.01% | −15−0.6% | Reduced |
| Trust Co of Oklahoma | 2,563 | $243.0K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,570 | $243.7K | 0.00% | +197+8.3% | Added |
| Profund Advisors LLC | 2,579 | $244.5K | 0.01% | +64+2.5% | Added |
| Evergreen Capital Management LLC | 2,600 | $246.5K | 0.01% | +89+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,605 | $247.0K | 0.00% | −3−0.1% | Reduced |
| Guidance Capital, Inc | 2,621 | $248.0K | 0.11% | +2,621 | New |
| Xponance, Inc. | 2,647 | $251.0K | 0.00% | +102+4.0% | Added |
| Mackenzie Financial Corp | 2,722 | $260.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,782 | $263.8K | 0.00% | +29+1.1% | Added |
| Alpha Cubed Investments, LLC | 2,900 | $274.9K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,900 | $275.0K | 0.01% | +2,900 | New |
| Janney Montgomery Scott LLC | 2,941 | $279.0K | 0.00% | +2,941 | New |
| Wallace Advisory Group, LLC | 2,886 | $279.0K | 0.21% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,000 | $284.4K | 0.03% | −14−0.5% | Reduced |
| Belpointe Asset Management LLC | 3,025 | $286.8K | 0.03% | −84−2.7% | Reduced |
| American Century Companies Inc | 3,053 | $289.5K | 0.00% | +3,053 | New |
| Marco Investment Management LLC | 3,093 | $293.2K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,108 | $294.7K | 0.04% | +3,108 | New |
| Occudo Quantitative Strategies LP | 3,131 | $296.9K | 0.03% | −8,316−72.6% | Reduced |
| KBC Group NV | 3,243 | $307.0K | 0.00% | −160−4.7% | Reduced |
| Tevis Investment Management | 3,244 | $307.6K | 0.30% | +3,244 | New |
| CWM Advisors, LLC | 3,327 | $315.4K | 0.04% | +494+17.4% | Added |
| Verition Fund Management LLC | 3,386 | $321.0K | 0.01% | −40,441−92.3% | Reduced |
| HSBC Holdings PLC | 3,499 | $332.3K | 0.00% | +3,499 | New |
| Alps Advisors Inc | 3,510 | $332.8K | 0.00% | +30+0.9% | Added |