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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 5,454 | $310.2K | 0.00% | +1,788+48.8% | Added |
| CWM Advisors, LLC | 5,391 | $306.6K | 0.04% | +2,064+62.0% | Added |
| Crossmark Global Holdings, Inc. | 5,121 | $299.0K | 0.01% | +1,582+44.7% | Added |
| Aureus Asset Management, LLC | 5,226 | $297.2K | 0.02% | +5,226 | New |
| Belpointe Asset Management LLC | 5,068 | $288.2K | 0.03% | +2,043+67.5% | Added |
| Tevis Investment Management | 4,974 | $282.9K | 0.29% | +1,730+53.3% | Added |
| Lido Advisors, LLC | 4,945 | $281.2K | 0.00% | +4,945 | New |
| Great Valley Advisor Group, Inc. | 4,914 | $279.5K | 0.01% | +4,914 | New |
| National Asset Management, Inc. | 4,913 | $279.4K | 0.01% | −1,948−28.4% | Reduced |
| Pearl River Capital, LLC | 4,756 | $270.5K | 0.04% | +4,756 | New |
| Wallace Advisory Group, LLC | 2,836 | $268.9K | 0.19% | −50−1.7% | Reduced |
| Marco Investment Management LLC | 4,639 | $263.8K | 0.03% | +1,546+50.0% | Added |
| Cetera Advisor Networks LLC | 4,385 | $249.4K | 0.00% | +4,385 | New |
| XTX Topco Ltd | 4,381 | $249.1K | 0.04% | +4,381 | New |
| Alpha Cubed Investments, LLC | 4,350 | $247.4K | 0.02% | +1,450+50.0% | Added |
| Graham Capital Management, L.P. | 4,322 | $245.8K | 0.01% | +4,322 | New |
| Toroso Investments, LLC | 4,236 | $240.9K | 0.01% | +1,819+75.3% | Added |
| Guidance Capital, Inc | 4,276 | $237.1K | 0.11% | +1,655+63.1% | Added |
| Xponance, Inc. | 4,004 | $227.7K | 0.00% | +1,357+51.3% | Added |
| Evergreen Capital Management LLC | 3,980 | $226.3K | 0.01% | +1,380+53.1% | Added |
| Janney Montgomery Scott LLC | 3,902 | $222.0K | 0.00% | +961+32.7% | Added |
| Metropolitan Life Insurance Co | 3,901 | $221.8K | 0.01% | +1,433+58.1% | Added |
| Jefferies Financial Group Inc. | 3,886 | $221.0K | 0.01% | +3,886 | New |
| Mackenzie Financial Corp | 3,971 | $220.2K | 0.00% | +1,249+45.9% | Added |
| Advisor Partners II, LLC | 3,858 | $219.4K | 0.01% | +1,324+52.2% | Added |
| Trust Co of Oklahoma | 3,844 | $218.6K | 0.09% | +1,281+50.0% | Added |
| HighTower Advisors, LLC | 3,865 | $218.0K | 0.00% | +1,555+67.3% | Added |
| Baird Financial Group, Inc. | 3,832 | $217.9K | 0.00% | +1,262+49.1% | Added |
| Profund Advisors LLC | 3,817 | $217.1K | 0.01% | +1,238+48.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,759 | $213.8K | 0.00% | +1,154+44.3% | Added |
| Hardy Reed LLC | 3,707 | $210.8K | 0.04% | +1,235+50.0% | Added |
| State of Wyoming | 3,608 | $205.2K | 0.04% | +1,226+51.5% | Added |
| QRG Capital Management, Inc. | 3,578 | $203.5K | 0.00% | +3,578 | New |
| Mercer Global Advisors Inc | 3,575 | $203.0K | 0.00% | +3,575 | New |
| Quadrant Capital Group LLC | 3,517 | $200.0K | 0.02% | +1,475+72.2% | Added |
| Acadian Asset Management LLC | 3,110 | $176.0K | 0.00% | −2,303−42.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,305 | $131.1K | 0.00% | +1,526+195.9% | Added |
| First Manhattan Co | 2,277 | $129.5K | 0.00% | −2,277−50.0% | Reduced |
| Covestor Ltd | 2,127 | $121.0K | 0.09% | +1,025+93.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,822 | $104.0K | 0.00% | +1,038+132.4% | Added |
| Tradition Wealth Management, LLC | 1,798 | $102.0K | 0.01% | +601+50.2% | Added |
| Fifth Third Bancorp | 1,712 | $97.4K | 0.00% | +564+49.1% | Added |
| KBC Group NV | 1,618 | $92.0K | 0.00% | −1,625−50.1% | Reduced |
| Simplex Trading, LLC | 1,206 | $68.0K | 0.00% | +539+80.8% | Added |
| Exchange Traded Concepts, LLC | 1,144 | $65.1K | 0.00% | +1,144 | New |
| Pinnacle Financial Partners Inc | 1,125 | $64.0K | 0.00% | +375+50.0% | Added |
| Huntington National Bank | 974 | $55.4K | 0.00% | +323+49.6% | Added |
| Ruedi Wealth Management, Inc. | 844 | $48.0K | 0.03% | +281+49.9% | Added |
| Global Retirement Partners, LLC | 838 | $47.1K | 0.00% | +331+65.3% | Added |
| Harbour Investments, Inc. | 706 | $40.1K | 0.00% | +235+49.9% | Added |
| First Horizon Advisors, Inc. | 701 | $39.9K | 0.00% | +244+53.4% | Added |
| Ci Investments Inc. | 617 | $35.0K | 0.00% | +208+50.9% | Added |
| Operose Advisors LLC | 546 | $31.1K | 0.01% | +546 | New |
| CWM, LLC | 421 | $24.0K | 0.00% | +125+42.2% | Added |
| Signaturefd, LLC | 407 | $23.1K | 0.00% | +171+72.5% | Added |
| Hollencrest Capital Management | 382 | $21.7K | 0.00% | +127+49.8% | Added |
| ORG Partners LLC | 342 | $19.4K | 0.01% | +342 | New |
| Allworth Financial LP | 282 | $16.0K | 0.00% | +118+72.0% | Added |
| Pacer Advisors, Inc. | 281 | $16.0K | 0.00% | +175+165.1% | Added |
| SOA Wealth Advisors, LLC. | 259 | $14.7K | 0.00% | +86+49.7% | Added |
| Raleigh Capital Management Inc. | 195 | $11.1K | 0.01% | +74+61.2% | Added |
| Bessemer Group Inc | 180 | $10.0K | 0.00% | +59+48.8% | Added |
| Parkside Financial Bank & Trust | 167 | $9.50K | 0.00% | +57+51.8% | Added |
| EverSource Wealth Advisors, LLC | 162 | $9.21K | 0.00% | +54+50.0% | Added |
| Massmutual Trust Co FSB | 152 | $8.64K | 0.00% | +50+49.0% | Added |
| Geneos Wealth Management Inc. | 150 | $8.53K | 0.00% | +150 | New |
| Wolff Wiese Magana LLC | 133 | $7.56K | 0.01% | +44+49.4% | Added |
| 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 |
| LGT Financial Advisors LLC | 102 | $5.80K | 0.01% | +102 | New |
| Lindbrook Capital, LLC | 101 | $5.74K | 0.00% | +39+62.9% | Added |
| Hillsdale Investment Management Inc. | 100 | $5.69K | 0.00% | +60+150.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $5.57K | 0.00% | +98 | New |
| Key Financial Inc | 97 | $5.52K | 0.00% | +32+49.2% | Added |
| Steward Partners Investment Advisory, LLC | 78 | $4.44K | 0.00% | +26+50.0% | Added |
| Macroview Investment Management LLC | 76 | $4.33K | 0.01% | +25+49.0% | Added |
| Venturi Wealth Management, LLC | 70 | $3.98K | 0.00% | +23+48.9% | Added |
| Farther Finance Advisors, LLC | 69 | $3.92K | 0.00% | +23+50.0% | Added |
| Federation des caisses Desjardins du Quebec | 67 | $3.81K | 0.00% | +22+48.9% | Added |
| Rise Advisors, LLC | 53 | $3.03K | 0.00% | +17+47.2% | Added |
| Farmers & Merchants Investments Inc | 46 | $2.62K | 0.00% | +15+48.4% | Added |
| JFS Wealth Advisors, LLC | 44 | $2.50K | 0.00% | +14+46.7% | Added |
| Gradient Investments LLC | 39 | $2.22K | 0.00% | +39 | New |
| KB Financial Partners, LLC | 34 | $2.00K | 0.00% | +11+47.8% | Added |
| Colonial Trust Co | 29 | $1.91K | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 19 | $1.08K | 0.00% | +7+58.3% | Added |
| Bell Investment Advisors, Inc | 18 | $1.02K | 0.00% | −7−28.0% | Reduced |
| AdvisorNet Financial, Inc | 11 | $626 | 0.00% | +1+10.0% | Added |
| Parallel Advisors, LLC | 6 | $341 | 0.00% | +2+50.0% | Added |
| Abound Wealth Management | 4 | $228 | 0.00% | +1+33.3% | Added |
| Assetmark, Inc | 3 | $171 | 0.00% | +3 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | +1 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −217,782−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −152,581−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −108,530−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −32,362−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −31,235−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −26,610−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,118−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −18,284−100.0% | Sold out |