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, Q4 2023
Institutional positions in Aaon, Inc. as of Dec 31, 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
- 303
- +14 vs. Q3 2023
- Shares held
- 58.0M
- +291.1K (+0.5%) vs. Q3 2023
- Total value
- $4.28B
- +$998.5M (+30.4%) vs. Q3 2023
- New holders
- 54
- 102 more added
- Sold out
- 40
- 107 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,322,371 | $762.5M | 0.02% | −1,160,005−10.1% | Reduced |
| Vanguard Group Inc | 7,217,311 | $533.1M | 0.01% | −272,329−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,160,140 | $307.3M | 0.77% | −225,166−5.1% | Reduced |
| Conestoga Capital Advisors, LLC | 3,354,242 | $247.8M | 3.72% | +25,178+0.8% | Added |
| State Street Corp | 2,442,342 | $180.4M | 0.01% | +116,982+5.0% | Added |
| Morgan Stanley | 1,904,970 | $140.7M | 0.01% | −159,656−7.7% | Reduced |
| Geneva Capital Management LLC | 1,702,641 | $125.8M | 2.38% | +13,864+0.8% | Added |
| Invesco Ltd. | 1,621,834 | $119.8M | 0.03% | +17,736+1.1% | Added |
| Dimensional Fund Advisors LP | 1,614,575 | $119.3M | 0.03% | −127,645−7.3% | Reduced |
| Ameriprise Financial Inc | 1,584,114 | $117.0M | 0.04% | −22,392−1.4% | Reduced |
| JPMorgan Chase & Co | 1,511,661 | $111.7M | 0.01% | +193,277+14.7% | Added |
| Geode Capital Management, LLC | 1,491,255 | $110.2M | 0.01% | +67,755+4.8% | Added |
| Wasatch Advisors Inc | 1,024,860 | $75.7M | 0.42% | +49,007+5.0% | Added |
| Charles Schwab Investment Management Inc | 837,781 | $61.9M | 0.02% | +17,306+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 822,481 | $60.8M | 0.04% | +822,481 | New |
| Northern Trust Corp | 803,791 | $59.4M | 0.01% | −3900.0% | Reduced |
| Bokf, NA | 668,382 | $49.4M | 0.97% | +280.0% | Added |
| Goldman Sachs Group Inc | 624,299 | $46.1M | 0.01% | −123,104−16.5% | Reduced |
| Bank of New York Mellon Corp | 612,399 | $45.2M | 0.01% | −9,844−1.6% | Reduced |
| Norges Bank | 593,367 | $43.8M | 0.01% | +332,784+127.7% | Added |
| Price T Rowe Associates Inc | 556,167 | $41.1M | 0.01% | −4,200−0.7% | Reduced |
| Westfield Capital Management Co LP | 553,545 | $40.9M | 0.24% | −86,361−13.5% | Reduced |
| Rockefeller Capital Management L.P. | 536,863 | $39.7M | 0.13% | +44,321+9.0% | Added |
| Lord, Abbett & Co. LLC | 498,778 | $36.8M | 0.13% | +2,929+0.6% | Added |
| Wells Fargo & Company | 393,861 | $29.1M | 0.01% | −14,588−3.6% | Reduced |
| Principal Financial Group Inc | 367,006 | $27.1M | 0.02% | −7,173−1.9% | Reduced |
| Comerica Bank | 340,660 | $25.2M | 0.12% | +48,539+16.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 308,440 | $22.8M | 0.23% | +308,440 | New |
| Nuveen Asset Management, LLC | 281,765 | $20.8M | 0.01% | +14,141+5.3% | Added |
| Adage Capital Partners GP, L.L.C. | 255,197 | $18.9M | 0.04% | +255,197 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 251,878 | $18.6M | 0.08% | +72,750+40.6% | Added |
| Legal & General Group Plc | 240,076 | $17.7M | 0.01% | −1,640−0.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 235,388 | $17.4M | 0.09% | +22,919+10.8% | Added |
| EULAV Asset Management | 208,500 | $15.4M | 0.48% | 00.0% | Unchanged |
| Rhumbline Advisers | 198,878 | $14.7M | 0.02% | −2,762−1.4% | Reduced |
| Envestnet Asset Management Inc | 197,521 | $14.6M | 0.01% | +12,127+6.5% | Added |
| Bamco Inc | 192,699 | $14.2M | 0.04% | +192,699 | New |
| Royal Bank of Canada | 192,363 | $14.2M | 0.00% | +13,473+7.5% | Added |
| Eagle Asset Management Inc | 188,818 | $13.9M | 0.07% | −23,425−11.0% | Reduced |
| Driehaus Capital Management LLC | 180,494 | $13.3M | 0.16% | −242,211−57.3% | Reduced |
| Global Alpha Capital Management Ltd. | 157,000 | $11.6M | 0.93% | +157,000 | New |
| Deutsche Bank AG | 155,685 | $11.5M | 0.01% | +117,833+311.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 153,451 | $11.3M | 0.02% | −651−0.4% | Reduced |
| Sandler Capital Management | 152,285 | $11.2M | 1.45% | +152,285 | New |
| Bank of America Corp | 151,951 | $11.2M | 0.00% | +25,966+20.6% | Added |
| Credit Suisse AG | 150,125 | $11.1M | 0.01% | −19,924−11.7% | Reduced |
| SEI Investments Co | 143,534 | $10.6M | 0.02% | −3,947−2.7% | Reduced |
| Public Sector Pension Investment Board | 139,935 | $10.3M | 0.08% | +56,215+67.1% | Added |
| Swiss National Bank | 136,325 | $10.1M | 0.01% | −15,700−10.3% | Reduced |
| Voya Investment Management LLC | 135,593 | $10.0M | 0.01% | +106,621+368.0% | Added |
| 11 Capital Partners LP | 128,960 | $9.53M | 4.60% | +41,902+48.1% | Added |
| Millennium Management LLC | 126,328 | $9.33M | 0.01% | −355,022−73.8% | Reduced |
| Barclays PLC | 115,220 | $8.51M | 0.00% | +73,696+177.5% | Added |
| TownSquare Capital, LLC | 113,321 | $8.37M | 0.14% | +3,164+2.9% | Added |
| Jane Street Group, LLC | 107,338 | $7.93M | 0.01% | +99,425+1,256.5% | Added |
| Citigroup Inc | 105,485 | $7.79M | 0.01% | +71,283+208.4% | Added |
| Winton Group Ltd | 101,847 | $7.52M | 0.55% | +1,842+1.8% | Added |
| Segall Bryant & Hamill, LLC | 97,789 | $7.22M | 0.14% | +97,789 | New |
| Raymond James & Associates | 97,649 | $7.21M | 0.01% | +2,865+3.0% | Added |
| Public Employees Retirement System of Ohio | 94,647 | $6.99M | 0.03% | +5,437+6.1% | Added |
| Alliancebernstein L.P. | 89,193 | $6.59M | 0.00% | −650−0.7% | Reduced |
| Navellier & Associates Inc | 88,233 | $6.52M | 0.98% | −237−0.3% | Reduced |
| California Public Employees Retirement System | 81,856 | $6.05M | 0.00% | +28,752+54.1% | Added |
| Daiwa Securities Group Inc. | 79,588 | $5.88M | 0.04% | −9,000−10.2% | Reduced |
| FMR LLC | 78,777 | $5.82M | 0.00% | +1,617+2.1% | Added |
| Prudential Financial Inc | 77,608 | $5.73M | 0.01% | −9,770−11.2% | Reduced |
| Citadel Advisors LLC | 74,895 | $5.53M | 0.01% | −47,198−38.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 74,531 | $5.51M | 0.68% | +19,536+35.5% | Added |
| Erste Asset Management GmbH | 73,461 | $5.45M | 0.08% | +5,966+8.8% | Added |
| California State Teachers Retirement System | 72,773 | $5.38M | 0.01% | −3,356−4.4% | Reduced |
| Great West Life Assurance Co | 68,345 | $5.04M | 0.01% | −2,098−3.0% | Reduced |
| Natixis Advisors, L.P. | 67,300 | $4.97M | 0.01% | +53,679+394.1% | Added |
| UBS Asset Management Americas Inc | 67,081 | $4.96M | 0.00% | +6,112+10.0% | Added |
| Neuberger Berman Group LLC | 66,642 | $4.92M | 0.00% | −36,966−35.7% | Reduced |
| Victory Capital Management Inc | 65,548 | $4.84M | 0.01% | −11,396−14.8% | Reduced |
| Bahl & Gaynor Inc | 64,481 | $4.76M | 0.03% | +1,507+2.4% | Added |
| UBS Group AG | 63,978 | $4.73M | 0.00% | +44,956+236.3% | Added |
| Capital International Investors | 63,180 | $4.67M | 0.00% | +63,180 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 61,728 | $4.56M | 0.02% | −9,808−13.7% | Reduced |
| Stifel Financial Corp | 61,454 | $4.54M | 0.01% | −2,277−3.6% | Reduced |
| Thrivent Financial for Lutherans | 60,088 | $4.44M | 0.01% | −1,876−3.0% | Reduced |
| Chatham Capital Group, Inc. | 59,905 | $4.43M | 0.90% | −1,954−3.2% | Reduced |
| Texas Permanent School Fund | 58,252 | $4.30M | 0.04% | +726+1.3% | Added |
| Alps Advisors Inc | 54,443 | $4.02M | 0.03% | +6,695+14.0% | Added |
| Allspring Global Investments Holdings, LLC | 54,329 | $4.01M | 0.01% | +3,869+7.7% | Added |
| First Trust Advisors LP | 53,603 | $3.96M | 0.00% | −16,314−23.3% | Reduced |
| Azzad Asset Management Inc | 53,348 | $3.94M | 0.50% | −2,824−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 53,188 | $3.93M | 0.01% | −10,704−16.8% | Reduced |
| US Bancorp | 52,961 | $3.91M | 0.01% | −3,970−7.0% | Reduced |
| Jump Financial, LLC | 51,000 | $3.77M | 0.12% | +34,000+200.0% | Added |
| Ferguson Wellman Capital Management, Inc | 47,980 | $3.54M | 0.08% | +27,600+135.4% | Added |
| PDT Partners, LLC | 46,081 | $3.40M | 0.38% | +130+0.3% | Added |
| HRT Financial LP | 43,892 | $3.24M | 0.02% | +43,892 | New |
| State of Alaska, Department of Revenue | 41,485 | $3.06M | 0.04% | −687−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 41,192 | $3.04M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 38,916 | $2.88M | 0.05% | +3,106+8.7% | Added |
| Capital Advisors Inc | 37,288 | $2.75M | 0.06% | −879−2.3% | Reduced |
| Los Angeles Capital Management LLC | 36,924 | $2.73M | 0.01% | −7,568−17.0% | Reduced |
| American International Group, Inc. | 36,866 | $2.72M | 0.01% | −323−0.9% | Reduced |
| Engineers Gate Manager LP | 36,388 | $2.69M | 0.08% | −37,831−51.0% | Reduced |