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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 3,800 | $360.3K | 0.00% | −366−8.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,732 | $353.8K | 0.01% | +222+6.3% | Added |
| Putnam Investments LLC | 3,666 | $347.6K | 0.00% | −109−2.9% | Reduced |
| Alps Advisors Inc | 3,510 | $332.8K | 0.00% | +30+0.9% | Added |
| HSBC Holdings PLC | 3,499 | $332.3K | 0.00% | +3,499 | New |
| Verition Fund Management LLC | 3,386 | $321.0K | 0.01% | −40,441−92.3% | Reduced |
| CWM Advisors, LLC | 3,327 | $315.4K | 0.04% | +494+17.4% | Added |
| Tevis Investment Management | 3,244 | $307.6K | 0.30% | +3,244 | New |
| KBC Group NV | 3,243 | $307.0K | 0.00% | −160−4.7% | Reduced |
| Occudo Quantitative Strategies LP | 3,131 | $296.9K | 0.03% | −8,316−72.6% | Reduced |
| FORA Capital, LLC | 3,108 | $294.7K | 0.04% | +3,108 | New |
| Marco Investment Management LLC | 3,093 | $293.2K | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 3,053 | $289.5K | 0.00% | +3,053 | New |
| Belpointe Asset Management LLC | 3,025 | $286.8K | 0.03% | −84−2.7% | Reduced |
| Bayesian Capital Management, LP | 3,000 | $284.4K | 0.03% | −14−0.5% | Reduced |
| Wallace Advisory Group, LLC | 2,886 | $279.0K | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,941 | $279.0K | 0.00% | +2,941 | New |
| Aquatic Capital Management LLC | 2,900 | $275.0K | 0.01% | +2,900 | New |
| Alpha Cubed Investments, LLC | 2,900 | $274.9K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 2,782 | $263.8K | 0.00% | +29+1.1% | Added |
| Mackenzie Financial Corp | 2,722 | $260.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,647 | $251.0K | 0.00% | +102+4.0% | Added |
| Guidance Capital, Inc | 2,621 | $248.0K | 0.11% | +2,621 | New |
| O'Shaughnessy Asset Management, LLC | 2,605 | $247.0K | 0.00% | −3−0.1% | Reduced |
| Evergreen Capital Management LLC | 2,600 | $246.5K | 0.01% | +89+3.5% | Added |
| Profund Advisors LLC | 2,579 | $244.5K | 0.01% | +64+2.5% | Added |
| Baird Financial Group, Inc. | 2,570 | $243.7K | 0.00% | +197+8.3% | Added |
| Trust Co of Oklahoma | 2,563 | $243.0K | 0.09% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,534 | $240.2K | 0.01% | −15−0.6% | Reduced |
| Hardy Reed LLC | 2,472 | $234.4K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,468 | $234.0K | 0.01% | +103+4.4% | Added |
| Toroso Investments, LLC | 2,417 | $229.0K | 0.01% | +2,417 | New |
| State of Wyoming | 2,382 | $225.8K | 0.07% | +690+40.8% | Added |
| HighTower Advisors, LLC | 2,310 | $219.0K | 0.00% | +2,310 | New |
| Intellectus Partners, LLC | 2,302 | $218.3K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 2,294 | $217.5K | 0.15% | +2,294 | New |
| Shelton Capital Management | 2,289 | $217.0K | 0.01% | −105−4.4% | Reduced |
| First Republic Investment Management, Inc. | 2,270 | $215.2K | 0.00% | −407−15.2% | Reduced |
| Empower Advisory Group, LLC | 2,257 | $213.9K | 0.00% | −2,934−56.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,211 | $209.6K | 0.03% | −14−0.6% | Reduced |
| Change Path, LLC | 2,201 | $209.0K | 0.01% | +2,201 | New |
| Allianz Asset Management GmbH | 2,200 | $208.6K | 0.00% | +2,200 | New |
| Gotham Asset Management, LLC | 2,192 | $207.8K | 0.00% | +2,192 | New |
| HBK Sorce Advisory LLC | 2,173 | $206.0K | 0.01% | −15−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 2,146 | $203.5K | 0.01% | +2,146 | New |
| Quadrant Capital Group LLC | 2,042 | $193.6K | 0.02% | −120−5.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,359 | $128.8K | 0.00% | +805+145.3% | Added |
| Tradition Wealth Management, LLC | 1,197 | $114.0K | 0.01% | +1+0.1% | Added |
| Fifth Third Bancorp | 1,148 | $108.8K | 0.00% | +255+28.6% | Added |
| Covestor Ltd | 1,102 | $105.0K | 0.08% | +985+841.9% | Added |
| Spire Wealth Management | 929 | $88.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 784 | $74.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 779 | $73.9K | 0.00% | −411−34.5% | Reduced |
| Pinnacle Financial Partners Inc | 750 | $71.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 749 | $71.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 715 | $67.8K | 0.05% | −34−4.5% | Reduced |
| West Tower Group, LLC | 693 | $65.7K | 0.05% | +693 | New |
| Simplex Trading, LLC | 667 | $63.0K | 0.00% | −1,812−73.1% | Reduced |
| Huntington National Bank | 651 | $61.7K | 0.00% | +111+20.6% | Added |
| Kapitalo Investimentos Ltda | 952 | $60.2K | 0.01% | +952 | New |
| Ruedi Wealth Management, Inc. | 563 | $53.4K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 507 | $48.1K | 0.00% | −8−1.6% | Reduced |
| Harbour Investments, Inc. | 471 | $44.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 457 | $43.4K | 0.00% | +8+1.8% | Added |
| Ci Investments Inc. | 409 | $39.0K | 0.00% | −5−1.2% | Reduced |
| CWM, LLC | 296 | $28.0K | 0.00% | +3+1.0% | Added |
| Hollencrest Capital Management | 255 | $24.2K | 0.00% | +255 | New |
| Signaturefd, LLC | 236 | $22.4K | 0.00% | −7−2.9% | Reduced |
| SOA Wealth Advisors, LLC. | 173 | $16.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 164 | $15.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 121 | $11.4K | 0.01% | +51+72.9% | Added |
| Bessemer Group Inc | 121 | $11.0K | 0.00% | −309−71.9% | Reduced |
| Parkside Financial Bank & Trust | 110 | $10.4K | 0.00% | +2+1.9% | Added |
| EverSource Wealth Advisors, LLC | 108 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 106 | $10.1K | 0.00% | +67+171.8% | Added |
| Massmutual Trust Co FSB | 102 | $9.67K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $9.48K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 96 | $9.10K | 0.00% | +96 | New |
| IFP Advisors, Inc | 274 | $8.51K | 0.00% | +274 | New |
| Wolff Wiese Magana LLC | 89 | $8.44K | 0.01% | +89 | 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 |
| Key Financial Inc | 65 | $6.16K | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 62 | $5.88K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 52 | $4.93K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 51 | $4.84K | 0.01% | +51 | New |
| Venturi Wealth Management, LLC | 47 | $4.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46 | $4.36K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 45 | $4.27K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $3.79K | 0.00% | −9,260−99.6% | Reduced |
| Rise Advisors, LLC | 36 | $3.37K | 0.00% | +1+2.9% | Added |
| Farmers & Merchants Investments Inc | 31 | $2.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $2.85K | 0.00% | −4−11.8% | Reduced |
| Bell Investment Advisors, Inc | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 23 | $2.18K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.14K | 0.00% | −2−14.3% | Reduced |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | −13−50.0% | Reduced |
| AdvisorNet Financial, Inc | 10 | $948 | 0.00% | +1+11.1% | Added |
| Disciplined Investments, LLC | 7 | $664 | 0.00% | −2−22.2% | Reduced |