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, Q3 2023
Institutional positions in Aaon, Inc. as of Sep 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
- 292
- −9 vs. Q2 2023
- Shares held
- 57.7M
- +18.6M (+47.7%) vs. Q2 2023
- Total value
- $3.28B
- −$417.8M (−11.3%) vs. Q2 2023
- New holders
- 39
- 226 more added
- Sold out
- 48
- 26 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | +1 | New |
| Assetmark, Inc | 3 | $171 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $228 | 0.00% | +1+33.3% | Added |
| Parallel Advisors, LLC | 6 | $341 | 0.00% | +2+50.0% | Added |
| AdvisorNet Financial, Inc | 11 | $626 | 0.00% | +1+10.0% | Added |
| Bell Investment Advisors, Inc | 18 | $1.02K | 0.00% | −7−28.0% | Reduced |
| SJS Investment Consulting Inc. | 19 | $1.08K | 0.00% | +7+58.3% | Added |
| Colonial Trust Co | 29 | $1.91K | 0.00% | +29 | New |
| KB Financial Partners, LLC | 34 | $2.00K | 0.00% | +11+47.8% | Added |
| Gradient Investments LLC | 39 | $2.22K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 44 | $2.50K | 0.00% | +14+46.7% | Added |
| Farmers & Merchants Investments Inc | 46 | $2.62K | 0.00% | +15+48.4% | Added |
| Rise Advisors, LLC | 53 | $3.03K | 0.00% | +17+47.2% | Added |
| Federation des caisses Desjardins du Quebec | 67 | $3.81K | 0.00% | +22+48.9% | Added |
| Farther Finance Advisors, LLC | 69 | $3.92K | 0.00% | +23+50.0% | Added |
| Venturi Wealth Management, LLC | 70 | $3.98K | 0.00% | +23+48.9% | Added |
| Macroview Investment Management LLC | 76 | $4.33K | 0.01% | +25+49.0% | Added |
| Steward Partners Investment Advisory, LLC | 78 | $4.44K | 0.00% | +26+50.0% | Added |
| Key Financial Inc | 97 | $5.52K | 0.00% | +32+49.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $5.57K | 0.00% | +98 | New |
| Hillsdale Investment Management Inc. | 100 | $5.69K | 0.00% | +60+150.0% | Added |
| Lindbrook Capital, LLC | 101 | $5.74K | 0.00% | +39+62.9% | Added |
| LGT Financial Advisors LLC | 102 | $5.80K | 0.01% | +102 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 107 | $6.08K | 0.00% | +35+48.6% | Added |
| Versant Capital Management, Inc | 107 | $6.08K | 0.00% | +35+48.6% | Added |
| Wolff Wiese Magana LLC | 133 | $7.56K | 0.01% | +44+49.4% | Added |
| Geneos Wealth Management Inc. | 150 | $8.53K | 0.00% | +150 | New |
| Massmutual Trust Co FSB | 152 | $8.64K | 0.00% | +50+49.0% | Added |
| EverSource Wealth Advisors, LLC | 162 | $9.21K | 0.00% | +54+50.0% | Added |
| Parkside Financial Bank & Trust | 167 | $9.50K | 0.00% | +57+51.8% | Added |
| Bessemer Group Inc | 180 | $10.0K | 0.00% | +59+48.8% | Added |
| Raleigh Capital Management Inc. | 195 | $11.1K | 0.01% | +74+61.2% | Added |
| SOA Wealth Advisors, LLC. | 259 | $14.7K | 0.00% | +86+49.7% | Added |
| Pacer Advisors, Inc. | 281 | $16.0K | 0.00% | +175+165.1% | Added |
| Allworth Financial LP | 282 | $16.0K | 0.00% | +118+72.0% | Added |
| ORG Partners LLC | 342 | $19.4K | 0.01% | +342 | New |
| Hollencrest Capital Management | 382 | $21.7K | 0.00% | +127+49.8% | Added |
| Signaturefd, LLC | 407 | $23.1K | 0.00% | +171+72.5% | Added |
| CWM, LLC | 421 | $24.0K | 0.00% | +125+42.2% | Added |
| Operose Advisors LLC | 546 | $31.1K | 0.01% | +546 | New |
| Ci Investments Inc. | 617 | $35.0K | 0.00% | +208+50.9% | Added |
| First Horizon Advisors, Inc. | 701 | $39.9K | 0.00% | +244+53.4% | Added |
| Harbour Investments, Inc. | 706 | $40.1K | 0.00% | +235+49.9% | Added |
| Global Retirement Partners, LLC | 838 | $47.1K | 0.00% | +331+65.3% | Added |
| Ruedi Wealth Management, Inc. | 844 | $48.0K | 0.03% | +281+49.9% | Added |
| Huntington National Bank | 974 | $55.4K | 0.00% | +323+49.6% | Added |
| Pinnacle Financial Partners Inc | 1,125 | $64.0K | 0.00% | +375+50.0% | Added |
| Exchange Traded Concepts, LLC | 1,144 | $65.1K | 0.00% | +1,144 | New |
| Simplex Trading, LLC | 1,206 | $68.0K | 0.00% | +539+80.8% | Added |
| KBC Group NV | 1,618 | $92.0K | 0.00% | −1,625−50.1% | Reduced |
| Fifth Third Bancorp | 1,712 | $97.4K | 0.00% | +564+49.1% | Added |
| Tradition Wealth Management, LLC | 1,798 | $102.0K | 0.01% | +601+50.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,822 | $104.0K | 0.00% | +1,038+132.4% | Added |
| Covestor Ltd | 2,127 | $121.0K | 0.09% | +1,025+93.0% | Added |
| First Manhattan Co | 2,277 | $129.5K | 0.00% | −2,277−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,305 | $131.1K | 0.00% | +1,526+195.9% | Added |
| Acadian Asset Management LLC | 3,110 | $176.0K | 0.00% | −2,303−42.5% | Reduced |
| Quadrant Capital Group LLC | 3,517 | $200.0K | 0.02% | +1,475+72.2% | Added |
| Mercer Global Advisors Inc | 3,575 | $203.0K | 0.00% | +3,575 | New |
| QRG Capital Management, Inc. | 3,578 | $203.5K | 0.00% | +3,578 | New |
| State of Wyoming | 3,608 | $205.2K | 0.04% | +1,226+51.5% | Added |
| Hardy Reed LLC | 3,707 | $210.8K | 0.04% | +1,235+50.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,759 | $213.8K | 0.00% | +1,154+44.3% | Added |
| Profund Advisors LLC | 3,817 | $217.1K | 0.01% | +1,238+48.0% | Added |
| Baird Financial Group, Inc. | 3,832 | $217.9K | 0.00% | +1,262+49.1% | Added |
| HighTower Advisors, LLC | 3,865 | $218.0K | 0.00% | +1,555+67.3% | Added |
| Trust Co of Oklahoma | 3,844 | $218.6K | 0.09% | +1,281+50.0% | Added |
| Advisor Partners II, LLC | 3,858 | $219.4K | 0.01% | +1,324+52.2% | Added |
| Mackenzie Financial Corp | 3,971 | $220.2K | 0.00% | +1,249+45.9% | Added |
| Jefferies Financial Group Inc. | 3,886 | $221.0K | 0.01% | +3,886 | New |
| Metropolitan Life Insurance Co | 3,901 | $221.8K | 0.01% | +1,433+58.1% | Added |
| Janney Montgomery Scott LLC | 3,902 | $222.0K | 0.00% | +961+32.7% | Added |
| Evergreen Capital Management LLC | 3,980 | $226.3K | 0.01% | +1,380+53.1% | Added |
| Xponance, Inc. | 4,004 | $227.7K | 0.00% | +1,357+51.3% | Added |
| Guidance Capital, Inc | 4,276 | $237.1K | 0.11% | +1,655+63.1% | Added |
| Toroso Investments, LLC | 4,236 | $240.9K | 0.01% | +1,819+75.3% | Added |
| Graham Capital Management, L.P. | 4,322 | $245.8K | 0.01% | +4,322 | New |
| Alpha Cubed Investments, LLC | 4,350 | $247.4K | 0.02% | +1,450+50.0% | Added |
| XTX Topco Ltd | 4,381 | $249.1K | 0.04% | +4,381 | New |
| Cetera Advisor Networks LLC | 4,385 | $249.4K | 0.00% | +4,385 | New |
| Marco Investment Management LLC | 4,639 | $263.8K | 0.03% | +1,546+50.0% | Added |
| Wallace Advisory Group, LLC | 2,836 | $268.9K | 0.19% | −50−1.7% | Reduced |
| Pearl River Capital, LLC | 4,756 | $270.5K | 0.04% | +4,756 | New |
| National Asset Management, Inc. | 4,913 | $279.4K | 0.01% | −1,948−28.4% | Reduced |
| Great Valley Advisor Group, Inc. | 4,914 | $279.5K | 0.01% | +4,914 | New |
| Lido Advisors, LLC | 4,945 | $281.2K | 0.00% | +4,945 | New |
| Tevis Investment Management | 4,974 | $282.9K | 0.29% | +1,730+53.3% | Added |
| Belpointe Asset Management LLC | 5,068 | $288.2K | 0.03% | +2,043+67.5% | Added |
| Aureus Asset Management, LLC | 5,226 | $297.2K | 0.02% | +5,226 | New |
| Crossmark Global Holdings, Inc. | 5,121 | $299.0K | 0.01% | +1,582+44.7% | Added |
| CWM Advisors, LLC | 5,391 | $306.6K | 0.04% | +2,064+62.0% | Added |
| Putnam Investments LLC | 5,454 | $310.2K | 0.00% | +1,788+48.8% | Added |
| HSBC Holdings PLC | 5,502 | $313.2K | 0.00% | +2,003+57.2% | Added |
| Lindenwold Advisors | 5,728 | $325.8K | 0.20% | +1,924+50.6% | Added |
| Greenwood Capital Associates LLC | 5,754 | $327.2K | 0.05% | +5,754 | New |
| Quantinno Capital Management LP | 5,801 | $330.0K | 0.02% | +1,940+50.2% | Added |
| Virginia Retirement Systems Et Al | 6,400 | $364.0K | 0.00% | +2,300+56.1% | Added |
| STRS Ohio | 6,450 | $366.0K | 0.00% | +2,150+50.0% | Added |
| Cim, LLC | 6,543 | $372.1K | 0.07% | +2,251+52.4% | Added |
| Trexquant Investment LP | 6,684 | $380.1K | 0.01% | −7,830−53.9% | Reduced |