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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 3,666 | $347.6K | 0.00% | −109−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,732 | $353.8K | 0.01% | +222+6.3% | Added |
| Captrust Financial Advisors | 3,800 | $360.3K | 0.00% | −366−8.8% | Reduced |
| Lindenwold Advisors | 3,804 | $360.7K | 0.22% | −480−11.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,539 | $364.0K | 0.01% | −50−1.4% | Reduced |
| Quantinno Capital Management LP | 3,861 | $366.0K | 0.02% | +71+1.9% | Added |
| Dark Forest Capital Management LP | 3,913 | $371.0K | 0.04% | +3,913 | New |
| Virginia Retirement Systems Et Al | 4,100 | $388.7K | 0.00% | +4,100 | New |
| JustInvest LLC | 4,177 | $396.0K | 0.01% | +137+3.4% | Added |
| Teza Capital Management LLC | 4,183 | $396.6K | 0.06% | +4,183 | New |
| Cim, LLC | 4,292 | $406.9K | 0.08% | −1,153−21.2% | Reduced |
| STRS Ohio | 4,300 | $407.0K | 0.00% | +400+10.3% | Added |
| First Manhattan Co | 4,554 | $431.8K | 0.00% | −10.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,700 | $445.6K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 5,000 | $474.1K | 0.00% | +5,000 | New |
| SYSTM Wealth Solutions LLC | 5,060 | $479.7K | 0.06% | −42−0.8% | Reduced |
| Cadent Capital Advisors, LLC | 5,062 | $479.9K | 0.30% | 00.0% | Unchanged |
| Pictet Asset Management SA | 5,260 | $498.7K | 0.00% | +524+11.1% | Added |
| Acadian Asset Management LLC | 5,413 | $511.0K | 0.00% | +5,139+1,875.5% | Added |
| Mariner, LLC | 5,435 | $515.3K | 0.00% | +202+3.9% | Added |
| Source Financial Advisors LLC | 5,697 | $540.1K | 0.18% | −1,650−22.5% | Reduced |
| LPL Financial LLC | 5,725 | $542.8K | 0.00% | −3,744−39.5% | Reduced |
| Bank of Montreal | 5,694 | $549.7K | 0.00% | −1,637−22.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,950 | $564.1K | 0.21% | −37−0.6% | Reduced |
| TD Asset Management Inc | 6,100 | $578.3K | 0.00% | +6,100 | New |
| Vestmark Advisory Solutions, Inc. | 6,165 | $584.5K | 0.02% | −70−1.1% | Reduced |
| Cresset Asset Management, LLC | 6,209 | $588.7K | 0.00% | +6,209 | New |
| CI Private Wealth, LLC | 6,259 | $593.4K | 0.00% | +4+0.1% | Added |
| Cetera Advisors LLC | 6,327 | $599.9K | 0.01% | +6,327 | New |
| Integrated Wealth Concepts LLC | 6,415 | $608.2K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,618 | $627.0K | 0.00% | +6,618 | New |
| DFPG Investments, LLC | 6,081 | $629.5K | 0.06% | +98+1.6% | Added |
| Guggenheim Capital LLC | 6,771 | $642.0K | 0.01% | +876+14.9% | Added |
| Legacy Wealth Asset Management, LLC | 6,781 | $642.9K | 0.22% | +590+9.5% | Added |
| National Asset Management, Inc. | 6,861 | $650.5K | 0.01% | +6,861 | New |
| Point72 Middle East FZE | 6,907 | $654.8K | 0.04% | +6,907 | New |
| ProShare Advisors LLC | 6,997 | $663.4K | 0.00% | +687+10.9% | Added |
| Precision Wealth Strategies, LLC | 7,335 | $695.5K | 1.14% | −217−2.9% | Reduced |
| Handelsbanken Fonder AB | 7,416 | $703.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,483 | $709.7K | 0.00% | +1,158+18.3% | Added |
| Nisa Investment Advisors, LLC | 7,490 | $710.1K | 0.01% | +6,280+519.0% | Added |
| Creative Planning | 7,530 | $713.9K | 0.00% | +106+1.4% | Added |
| Gsa Capital Partners LLP | 7,961 | $755.0K | 0.08% | −2,471−23.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,035 | $762.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,202 | $777.6K | 0.00% | +949+13.1% | Added |
| Schonfeld Strategic Advisors LLC | 8,300 | $786.9K | 0.01% | +8,300 | New |
| Mutual of America Capital Management LLC | 8,372 | $793.7K | 0.01% | −283−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,377 | $794.2K | 0.00% | +968+13.1% | Added |
| State of Wisconsin Investment Board | 9,137 | $866.3K | 0.00% | +3,777+70.5% | Added |
| Capital Impact Advisors, LLC | 9,507 | $901.4K | 0.99% | −2,439−20.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,728 | $922.3K | 0.10% | −676−6.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,930 | $941.5K | 0.00% | +9,930 | New |
| GWM Advisors LLC | 9,981 | $946.3K | 0.01% | +1,176+13.4% | Added |
| Quantbot Technologies LP | 10,003 | $948.4K | 0.06% | +124+1.3% | Added |
| Everence Capital Management Inc | 11,030 | $955.0K | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,184 | $965.5K | 0.14% | +10,184 | New |
| AQR Capital Management LLC | 10,356 | $981.9K | 0.00% | +2,905+39.0% | Added |
| Portside Wealth Group, LLC | 10,550 | $1.00M | 0.19% | +10,550 | New |
| Penserra Capital Management LLC | 10,727 | $1.02M | 0.02% | +10,727 | New |
| Algert Global LLC | 11,336 | $1.07M | 0.05% | −47,605−80.8% | Reduced |
| Central Trust Co | 11,592 | $1.10M | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,717 | $1.11M | 0.00% | +11,717 | New |
| Olistico Wealth, LLC | 11,899 | $1.13M | 0.97% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,826 | $1.22M | 0.00% | −2,620−17.0% | Reduced |
| Arizona State Retirement System | 12,922 | $1.23M | 0.01% | +591+4.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $1.23M | 0.01% | +13,000 | New |
| Teachers Retirement System of the State of Kentucky | 13,337 | $1.26M | 0.01% | +737+5.8% | Added |
| Oregon Public Employees Retirement Fund | 13,364 | $1.27M | 0.02% | −200−1.5% | Reduced |
| Ensign Peak Advisors, Inc | 13,771 | $1.31M | 0.00% | +50+0.4% | Added |
| Qube Research & Technologies Ltd | 14,106 | $1.34M | 0.01% | +6,624+88.5% | Added |
| Trexquant Investment LP | 14,514 | $1.38M | 0.04% | −10,843−42.8% | Reduced |
| Summit Global Investments | 15,164 | $1.44M | 0.10% | +15,164 | New |
| EAM Investors, LLC | 15,243 | $1.45M | 0.27% | −6,145−28.7% | Reduced |
| Amundi | 15,201 | $1.46M | 0.00% | +393+2.7% | Added |
| New York State Teachers Retirement System | 15,694 | $1.49M | 0.00% | −100−0.6% | Reduced |
| Duality Advisers, LP | 16,195 | $1.54M | 0.19% | +16,195 | New |
| M&T Bank Corp | 16,361 | $1.55M | 0.01% | −913−5.3% | Reduced |
| Maryland State Retirement & Pension System | 16,698 | $1.58M | 0.03% | −227−1.3% | Reduced |
| State of Tennessee, Treasury Department | 16,748 | $1.59M | 0.01% | +2,467+17.3% | Added |
| Glenmede Trust Co NA | 17,312 | $1.67M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 17,800 | $1.69M | 0.02% | −1,000−5.3% | Reduced |
| New York State Common Retirement Fund | 17,831 | $1.69M | 0.00% | −6,069−25.4% | Reduced |
| Gitterman Wealth Management, LLC | 18,000 | $1.71M | 0.80% | −1,000−5.3% | Reduced |
| Krilogy Financial LLC | 18,105 | $1.72M | 0.15% | +18,105 | New |
| Calamos Advisors LLC | 18,284 | $1.73M | 0.01% | +7,900+76.1% | Added |
| ExodusPoint Capital Management, LP | 18,358 | $1.74M | 0.02% | −21,044−53.4% | Reduced |
| Manufacturers Life Insurance Company, The | 18,419 | $1.75M | 0.00% | +551+3.1% | Added |
| Lazard Asset Management LLC | 18,886 | $1.79M | 0.00% | +14,761+357.8% | Added |
| Voya Investment Management LLC | 19,121 | $1.81M | 0.00% | +1,016+5.6% | Added |
| Advisory Research Inc | 19,421 | $1.84M | 0.24% | +7,131+58.0% | Added |
| Amalgamated Bank | 19,844 | $1.88M | 0.02% | +279+1.4% | Added |
| AlphaStar Capital Management, LLC | 19,890 | $1.89M | 0.21% | +19,890 | New |
| Susquehanna International Group, LLP | 20,006 | $1.90M | 0.00% | −13,874−41.0% | Reduced |
| Atria Investments LLC | 20,286 | $1.92M | 0.03% | −608−2.9% | Reduced |
| Jane Street Group, LLC | 20,341 | $1.93M | 0.00% | −22,025−52.0% | Reduced |
| Janus Henderson Group PLC | 21,870 | $2.07M | 0.00% | −100.0% | Reduced |
| Wesbanco Bank Inc | 21,893 | $2.08M | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,500 | $2.13M | 0.05% | +2,900+14.8% | Added |
| Allied Investment Advisors, LLC | 22,565 | $2.14M | 0.62% | −410−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,750 | $2.16M | 0.00% | +3,358+17.3% | Added |