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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −15,243−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −15,164−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −11,717−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,336−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −10,727−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,184−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −7,416−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,907−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −6,327−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −2,302−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,201−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |