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 |
|---|---|---|---|---|---|
| JustInvest LLC | 6,706 | $381.4K | 0.01% | +2,529+60.5% | Added |
| Ameritas Investment Partners, Inc. | 6,736 | $383.1K | 0.02% | +3,004+80.5% | Added |
| Gotham Asset Management, LLC | 6,904 | $392.6K | 0.01% | +4,712+215.0% | Added |
| Capital Impact Advisors, LLC | 7,129 | $405.4K | 0.68% | −2,378−25.0% | Reduced |
| Aquatic Capital Management LLC | 7,200 | $409.0K | 0.02% | +4,300+148.3% | Added |
| AXA S.A. | 7,500 | $426.5K | 0.00% | +2,500+50.0% | Added |
| SYSTM Wealth Solutions LLC | 7,584 | $431.3K | 0.07% | +2,524+49.9% | Added |
| Cadent Capital Advisors, LLC | 7,593 | $431.8K | 0.21% | +2,531+50.0% | Added |
| Pictet Asset Management Holding SA | 7,890 | $448.7K | 0.00% | +7,890 | New |
| Jane Street Group, LLC | 7,913 | $450.0K | 0.00% | −12,428−61.1% | Reduced |
| Mariner, LLC | 8,358 | $475.3K | 0.00% | +2,923+53.8% | Added |
| Source Financial Advisors LLC | 8,545 | $486.0K | 0.16% | +2,848+50.0% | Added |
| CI Private Wealth, LLC | 8,680 | $493.6K | 0.00% | +2,421+38.7% | Added |
| AlphaStar Capital Management, LLC | 8,788 | $499.8K | 0.06% | −11,102−55.8% | Reduced |
| Marshall Wace, LLP | 8,856 | $503.6K | 0.00% | −70,975−88.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,876 | $504.8K | 0.00% | +576+6.9% | Added |
| Alliance Wealth Advisors, LLC | 8,908 | $506.6K | 0.19% | +2,958+49.7% | Added |
| Bank of Montreal | 8,539 | $520.8K | 0.00% | +2,845+50.0% | Added |
| Cresset Asset Management, LLC | 9,264 | $526.8K | 0.00% | +3,055+49.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,300 | $528.9K | 0.00% | +4,600+97.9% | Added |
| State of Wisconsin Investment Board | 9,581 | $544.9K | 0.00% | +444+4.9% | Added |
| Integrated Wealth Concepts LLC | 9,638 | $548.1K | 0.01% | +3,223+50.2% | Added |
| Aviva PLC | 9,858 | $560.6K | 0.00% | +9,858 | New |
| Legacy Wealth Asset Management, LLC | 9,894 | $562.7K | 0.21% | +3,113+45.9% | Added |
| ProShare Advisors LLC | 10,313 | $586.5K | 0.00% | +3,316+47.4% | Added |
| Public Employees Retirement Association of Colorado | 10,502 | $597.0K | 0.00% | +2,467+30.7% | Added |
| The PNC Financial Services Group, Inc. | 10,614 | $603.6K | 0.00% | +2,412+29.4% | Added |
| Guggenheim Capital LLC | 10,753 | $611.5K | 0.01% | +3,982+58.8% | Added |
| Cubist Systematic Strategies, LLC | 10,788 | $613.5K | 0.01% | −89,465−89.2% | Reduced |
| Inspire Advisors, LLC | 10,862 | $617.7K | 0.11% | +10,862 | New |
| Creative Planning | 11,035 | $627.6K | 0.00% | +3,505+46.5% | Added |
| Nisa Investment Advisors, LLC | 11,235 | $638.9K | 0.00% | +3,745+50.0% | Added |
| Occudo Quantitative Strategies LP | 11,339 | $644.8K | 0.08% | +8,208+262.2% | Added |
| Precision Wealth Strategies, LLC | 11,365 | $646.3K | 0.70% | +4,030+54.9% | Added |
| Captrust Financial Advisors | 11,527 | $655.5K | 0.00% | +7,727+203.3% | Added |
| Parcion Private Wealth LLC | 11,780 | $669.9K | 0.07% | +11,780 | New |
| Baker Tilly Wealth Management, LLC | 11,820 | $672.2K | 0.11% | +2,092+21.5% | Added |
| Mutual of America Capital Management LLC | 11,871 | $675.1K | 0.01% | +3,499+41.8% | Added |
| ExodusPoint Capital Management, LP | 13,030 | $741.0K | 0.01% | −5,328−29.0% | Reduced |
| Lloyd Advisory Services, LLC. | 13,214 | $751.5K | 0.25% | +13,214 | New |
| Norden Group LLC | 13,214 | $751.5K | 0.25% | +13,214 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,606 | $773.8K | 0.00% | +5,229+62.4% | Added |
| Natixis Advisors, L.P. | 13,621 | $775.0K | 0.00% | +13,621 | New |
| LPL Financial LLC | 13,969 | $794.4K | 0.00% | +8,244+144.0% | Added |
| Van Eck Associates Corp | 14,177 | $806.0K | 0.00% | +7,559+114.2% | Added |
| PEAK6 Investments LLC | 14,787 | $840.9K | 0.04% | +14,787 | New |
| GWM Advisors LLC | 15,145 | $861.3K | 0.01% | +5,164+51.7% | Added |
| Portside Wealth Group, LLC | 15,301 | $868.0K | 0.16% | +4,751+45.0% | Added |
| Ascent Wealth Partners, LLC | 15,515 | $882.3K | 0.16% | +15,515 | New |
| AQR Capital Management LLC | 15,568 | $885.3K | 0.00% | +5,212+50.3% | Added |
| Everence Capital Management Inc | 16,545 | $941.0K | 0.07% | +5,515+50.0% | Added |
| Advisory Research Inc | 16,552 | $941.3K | 0.13% | −2,869−14.8% | Reduced |
| Jump Financial, LLC | 17,000 | $966.8K | 0.04% | −14,508−46.0% | Reduced |
| Duality Advisers, LP | 17,054 | $969.9K | 0.12% | +859+5.3% | Added |
| American Century Companies Inc | 17,288 | $983.2K | 0.00% | +14,235+466.3% | Added |
| Advisor Group Holdings, Inc. | 17,374 | $988.0K | 0.00% | +9,891+132.2% | Added |
| Central Trust Co | 17,388 | $988.9K | 0.03% | +5,796+50.0% | Added |
| Olistico Wealth, LLC | 17,848 | $1.02M | 0.91% | +5,949+50.0% | Added |
| UBS Group AG | 19,022 | $1.08M | 0.00% | −37,976−66.6% | Reduced |
| State Board of Administration of Florida Retirement System | 19,349 | $1.10M | 0.00% | +6,523+50.9% | Added |
| Arizona State Retirement System | 19,695 | $1.12M | 0.01% | +6,773+52.4% | Added |
| Bridgewater Associates, LP | 19,828 | $1.13M | 0.01% | +19,828 | New |
| Teachers Retirement System of the State of Kentucky | 20,005 | $1.14M | 0.01% | +6,668+50.0% | Added |
| Oregon Public Employees Retirement Fund | 20,135 | $1.15M | 0.02% | +6,771+50.7% | Added |
| Ferguson Wellman Capital Management, Inc | 20,380 | $1.16M | 0.03% | +20,380 | New |
| Ensign Peak Advisors, Inc | 20,656 | $1.17M | 0.00% | +6,885+50.0% | Added |
| Glenmede Trust Co NA | 21,143 | $1.20M | 0.01% | +3,831+22.1% | Added |
| State of Tennessee, Treasury Department | 21,339 | $1.21M | 0.00% | +4,591+27.4% | Added |
| CIBC Private Wealth Group, LLC | 21,364 | $1.21M | 0.00% | −1,931−8.3% | Reduced |
| Susquehanna International Group, LLP | 21,394 | $1.22M | 0.00% | +1,388+6.9% | Added |
| New York State Teachers Retirement System | 23,390 | $1.33M | 0.00% | +7,696+49.0% | Added |
| Amundi | 23,846 | $1.34M | 0.00% | +8,645+56.9% | Added |
| M&T Bank Corp | 24,209 | $1.38M | 0.01% | +7,848+48.0% | Added |
| Maryland State Retirement & Pension System | 24,865 | $1.41M | 0.03% | +8,167+48.9% | Added |
| Qube Research & Technologies Ltd | 25,495 | $1.45M | 0.00% | +11,389+80.7% | Added |
| Gsa Capital Partners LLP | 26,103 | $1.48M | 0.13% | +18,142+227.9% | Added |
| New York State Common Retirement Fund | 26,704 | $1.52M | 0.00% | +8,873+49.8% | Added |
| Gitterman Wealth Management, LLC | 27,000 | $1.54M | 0.73% | +9,000+50.0% | Added |
| Krilogy Financial LLC | 27,157 | $1.54M | 0.14% | +9,052+50.0% | Added |
| Dynamic Technology Lab Private Ltd | 27,320 | $1.55M | 0.16% | +3,830+16.3% | Added |
| Voya Investment Management LLC | 28,972 | $1.65M | 0.00% | +9,851+51.5% | Added |
| Atria Investments LLC | 29,956 | $1.70M | 0.03% | +9,670+47.7% | Added |
| Amalgamated Bank | 30,293 | $1.72M | 0.01% | +10,449+52.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,580 | $1.85M | 0.00% | +9,830+43.2% | Added |
| Janus Henderson Group PLC | 32,811 | $1.87M | 0.00% | +10,941+50.0% | Added |
| Wesbanco Bank Inc | 32,839 | $1.87M | 0.08% | +10,946+50.0% | Added |
| Lazard Asset Management LLC | 33,189 | $1.89M | 0.00% | +14,303+75.7% | Added |
| Russell Investments Group, Ltd. | 33,600 | $1.91M | 0.00% | −11,018−24.7% | Reduced |
| Allied Investment Advisors, LLC | 33,847 | $1.92M | 0.58% | +11,282+50.0% | Added |
| Teacher Retirement System of Texas | 33,859 | $1.93M | 0.01% | +8,834+35.3% | Added |
| Citigroup Inc | 34,202 | $1.95M | 0.00% | −21,151−38.2% | Reduced |
| Louisiana State Employees Retirement System | 34,500 | $1.96M | 0.05% | +12,000+53.3% | Added |
| Yousif Capital Management, LLC | 34,843 | $1.98M | 0.03% | +11,319+48.1% | Added |
| MetLife Investment Management | 35,724 | $2.03M | 0.02% | +11,908+50.0% | Added |
| Manufacturers Life Insurance Company, The | 35,787 | $2.04M | 0.00% | +17,368+94.3% | Added |
| Illinois Municipal Retirement Fund | 35,810 | $2.04M | 0.04% | +35,810 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 35,850 | $2.04M | 0.01% | +22,850+175.8% | Added |
| Moody Aldrich Partners LLC | 36,586 | $2.08M | 0.39% | +13,079+55.6% | Added |
| American International Group, Inc. | 37,189 | $2.11M | 0.01% | +13,050+54.1% | Added |
| Deutsche Bank AG | 37,852 | $2.15M | 0.00% | −41,134−52.1% | Reduced |