Skip to main content

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.

Institutional holdersQ3 2023: 292 institutions
Q1 2021: 210 institutionsQ2 2021: 207 institutionsQ3 2021: 206 institutionsQ4 2021: 213 institutionsQ1 2022: 205 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 252 institutionsQ1 2023: 278 institutionsQ2 2023: 303 institutionsQ3 2023: 292 institutionsQ4 2023: 303 institutionsQ1 2024: 330 institutionsQ2 2024: 361 institutionsQ3 2024: 382 institutionsQ4 2024: 422 institutionsQ1 2025: 384 institutionsQ2 2025: 393 institutionsQ3 2025: 404 institutionsQ4 2025: 401 institutionsQ1 2026: 402 institutionsQ2 2026: 474 institutions
Value heldQ3 2023: $3.28B
Q1 2021: $2.62BQ2 2021: $2.30BQ3 2021: $2.40BQ4 2021: $2.98BQ1 2022: $2.11BQ2 2022: $2.08BQ3 2022: $2.04BQ4 2022: $2.80BQ1 2023: $3.72BQ2 2023: $3.71BQ3 2023: $3.28BQ4 2023: $4.28BQ1 2024: $5.12BQ2 2024: $5.13BQ3 2024: $6.33BQ4 2024: $6.83BQ1 2025: $4.78BQ2 2025: $4.67BQ3 2025: $6.80BQ4 2025: $5.61BQ1 2026: $5.77BQ2 2026: $8.26B
Institutions holding AAON and their total value by quarter
QuarterHoldersValue
Q2 2026474$8.26B
Q1 2026402$5.77B
Q4 2025401$5.61B
Q3 2025404$6.80B
Q2 2025393$4.67B
Q1 2025384$4.78B
Q4 2024422$6.83B
Q3 2024382$6.33B
Q2 2024361$5.13B
Q1 2024330$5.12B
Q4 2023303$4.28B
Q3 2023292$3.28B
Q2 2023303$3.71B
Q1 2023278$3.72B
Q4 2022252$2.80B
Q3 2022220$2.04B
Q2 2022204$2.08B
Q1 2022205$2.11B
Q4 2021213$2.98B
Q3 2021206$2.40B
Q2 2021207$2.30B
Q1 2021210$2.62B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2023.

Institutions holding AAON in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors Inc38,167$2.17M0.06%−1,020,205−96.4%Reduced
Zacks Investment Management38,227$2.17M0.03%+12,256+47.2%Added
Dark Forest Capital Management LP40,595$2.31M0.19%+36,682+937.4%Added
State of New Jersey Common Pension Fund D41,192$2.34M0.01%+11,576+39.1%Added
Barclays PLC41,524$2.36M0.00%+11,889+40.1%Added
State of Alaska, Department of Revenue42,172$2.40M0.03%+13,968+49.5%Added
Los Angeles Capital Management LLC44,492$2.53M0.01%+18,512+71.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys45,285$2.58M0.02%−3,163−6.5%Reduced
CenterBook Partners LP45,803$2.60M0.32%+19,255+72.5%Added
PDT Partners, LLC45,951$2.61M0.33%+45,951New
Alps Advisors Inc47,748$2.72M0.02%+44,238+1,260.3%Added
Allspring Global Investments Holdings, LLC50,460$2.87M0.01%+49,101+3,613.0%Added
California Public Employees Retirement System53,104$3.02M0.00%+53,104New
Strategic Wealth Partners, Ltd.54,995$3.13M0.41%+20,145+57.8%Added
Azzad Asset Management Inc56,172$3.19M0.45%+21,035+59.9%Added
US Bancorp56,931$3.24M0.01%+19,648+52.7%Added
SG Americas Securities, LLC57,481$3.27M0.04%+57,481New
Texas Permanent School Fund57,526$3.27M0.03%+19,788+52.4%Added
UBS Asset Management Americas Inc60,969$3.47M0.00%+26,866+78.8%Added
Chatham Capital Group, Inc.61,859$3.52M0.79%+20,402+49.2%Added
Thrivent Financial for Lutherans61,964$3.52M0.01%+20,963+51.1%Added
Bahl & Gaynor Inc62,974$3.58M0.02%+21,664+52.4%Added
Stifel Financial Corp63,731$3.62M0.01%+21,176+49.8%Added
BNP Paribas Arbitrage, SA63,892$3.63M0.01%+25,715+67.4%Added
Erste Asset Management GmbH67,495$3.84M0.07%+21,411+46.5%Added
Storebrand Asset Management AS68,814$3.91M0.02%+29,912+76.9%Added
Squarepoint Ops LLC68,835$3.91M0.02%+42,478+161.2%Added
First Trust Advisors LP69,917$3.98M0.00%+7,377+11.8%Added
Great West Life Assurance Co70,443$4.01M0.01%+25,055+55.2%Added
Connor, Clark & Lunn Investment Management Ltd.71,536$4.07M0.02%+61,606+620.4%Added
Engineers Gate Manager LP74,219$4.22M0.16%+16,328+28.2%Added
California State Teachers Retirement System76,129$4.33M0.01%+20,610+37.1%Added
Victory Capital Management Inc76,944$4.38M0.01%−37,066−32.5%Reduced
FMR LLC77,160$4.39M0.00%+74,378+2,673.5%Added
Renaissance Technologies LLC80,302$4.57M0.01%−255−0.3%Reduced
Public Sector Pension Investment Board83,720$4.76M0.04%+7,643+10.0%Added
11 Capital Partners LP87,058$4.95M2.74%+27,568+46.3%Added
Prudential Financial Inc87,378$4.97M0.01%−37,526−30.0%Reduced
Navellier & Associates Inc88,470$5.03M0.86%+26,761+43.4%Added
Daiwa Securities Group Inc.88,588$5.04M0.04%+17,929+25.4%Added
Public Employees Retirement System of Ohio89,210$5.07M0.02%+29,704+49.9%Added
Alliancebernstein L.P.89,843$5.11M0.00%+29,947+50.0%Added
Man Group plc–$5.15M0.02%––
Raymond James & Associates94,784$5.39M0.00%+32,085+51.2%Added
Winton Group Ltd100,005$5.69M0.47%+100,005New
Neuberger Berman Group LLC103,608$5.89M0.01%+59,967+137.4%Added
TownSquare Capital, LLC110,157$6.26M0.11%+30,757+38.7%Added
Citadel Advisors LLC122,093$6.94M0.01%+8,197+7.2%Added
Bank of America Corp125,985$7.16M0.00%+53,930+74.8%Added
Twinbeech Capital LP126,356$7.19M0.14%+81,925+184.4%Added
D. E. Shaw & Co., Inc.146,570$8.34M0.01%+36,345+33.0%Added
SEI Investments Co147,481$8.39M0.02%+51,083+53.0%Added
Swiss National Bank152,025$8.65M0.01%+51,875+51.8%Added
Raymond James Financial Services Advisors, Inc.154,102$8.76M0.02%+50,919+49.3%Added
Credit Suisse AG170,049$9.67M0.01%+61,148+56.2%Added
Royal Bank of Canada178,890$10.2M0.00%+63,506+55.0%Added
Grantham, Mayo, Van Otterloo & Co. LLC179,128$10.2M0.05%+85,751+91.8%Added
Envestnet Asset Management Inc185,394$10.5M0.00%+106,302+134.4%Added
Rhumbline Advisers201,640$11.5M0.01%+62,004+44.4%Added
EULAV Asset Management208,500$11.9M0.43%+84,800+68.6%Added
Eagle Asset Management Inc212,243$12.1M0.07%+71,510+50.8%Added
Fuller & Thaler Asset Management, Inc.212,469$12.1M0.07%+81,618+62.4%Added
Legal & General Group Plc241,716$13.7M0.00%+84,020+53.3%Added
Norges Bank260,583$14.8M0.00%−39,365−13.1%Reduced
Nuveen Asset Management, LLC267,624$15.2M0.01%+77,952+41.1%Added
Comerica Bank292,121$16.6M0.09%+292,121New
Principal Financial Group Inc374,179$21.3M0.02%+124,812+50.1%Added
Wells Fargo & Company408,449$23.2M0.01%+117,841+40.5%Added
Driehaus Capital Management LLC422,705$24.0M0.31%+197,246+87.5%Added
Millennium Management LLC481,350$27.4M0.03%+280,749+140.0%Added
Rockefeller Capital Management L.P.492,542$28.0M0.11%+153,060+45.1%Added
Lord, Abbett & Co. LLC495,849$28.2M0.10%+495,849New
Price T Rowe Associates Inc560,367$31.9M0.00%+189,741+51.2%Added
Bank of New York Mellon Corp622,243$35.4M0.01%+203,653+48.7%Added
Westfield Capital Management Co LP639,906$36.4M0.25%+98,876+18.3%Added
Bokf, NA668,354$36.4M0.80%+222,822+50.0%Added
Goldman Sachs Group Inc747,403$42.5M0.01%+187,609+33.5%Added
Northern Trust Corp804,181$45.7M0.01%+273,600+51.6%Added
Charles Schwab Investment Management Inc820,475$46.7M0.01%+430,018+110.1%Added
Wasatch Advisors Inc975,853$55.5M0.35%+324,708+49.9%Added
JPMorgan Chase & Co1,318,384$75.0M0.01%+430,542+48.5%Added
Geode Capital Management, LLC1,423,500$81.0M0.01%+529,704+59.3%Added
Invesco Ltd.1,604,098$91.2M0.02%+610,949+61.5%Added
Ameriprise Financial Inc1,606,506$91.4M0.03%+847,953+111.8%Added
Geneva Capital Management LLC1,688,777$96.0M2.02%+559,468+49.5%Added
Dimensional Fund Advisors LP1,742,220$99.1M0.03%+489,772+39.1%Added
Morgan Stanley2,064,626$117.4M0.01%+571,127+38.2%Added
State Street Corp2,325,360$132.2M0.01%+843,336+56.9%Added
Conestoga Capital Advisors, LLC3,329,064$189.3M3.25%+1,120,754+50.8%Added
Kayne Anderson Rudnick Investment Management LLC4,385,306$249.4M0.71%+1,380,751+46.0%Added
Vanguard Group Inc7,489,640$425.9M0.01%+2,725,779+57.2%Added
BlackRock Inc.11,482,376$653.0M0.02%+4,098,156+55.5%Added
Macquarie Group Ltd0$00.00%−217,782−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−152,581−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−108,530−100.0%Sold out
Empowered Funds, LLC0$00.00%−32,362−100.0%Sold out
EAM Global Investors LLC0$00.00%−31,235−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−26,610−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−25,118−100.0%Sold out
Calamos Advisors LLC0$00.00%−18,284−100.0%Sold out