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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 3 | $222 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 11 | $813 | 0.00% | −156−93.4% | Reduced |
| AdvisorNet Financial, Inc | 13 | $960 | 0.00% | +2+18.2% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $961 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 15 | $1.11K | 0.00% | −3−16.7% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.18K | 0.00% | −3−15.8% | Reduced |
| Aspect Partners, LLC | 30 | $2.23K | 0.00% | +30 | New |
| Gradient Investments LLC | 39 | $2.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 39 | $2.90K | 0.00% | +10+34.5% | Added |
| JFS Wealth Advisors, LLC | 42 | $3.10K | 0.00% | −2−4.5% | Reduced |
| Principal Securities, Inc. | 43 | $3.18K | 0.00% | +43 | New |
| Private Trust Co NA | 45 | $3.32K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 46 | $3.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $3.62K | 0.00% | −58−54.2% | Reduced |
| West Paces Advisors Inc. | 52 | $3.84K | 0.00% | +52 | New |
| Rise Advisors, LLC | 53 | $3.94K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $5.17K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 76 | $5.63K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $6.65K | 0.00% | −10−10.0% | Reduced |
| Lindbrook Capital, LLC | 92 | $6.80K | 0.00% | −9−8.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93 | $6.87K | 0.00% | −14−13.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $7.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $7.17K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 119 | $8.79K | 0.00% | +50+72.5% | Added |
| Wolff Wiese Magana LLC | 133 | $9.82K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 131 | $10.0K | 0.00% | −49−27.2% | Reduced |
| EverSource Wealth Advisors, LLC | 147 | $10.9K | 0.00% | −15−9.3% | Reduced |
| Massmutual Trust Co FSB | 157 | $11.6K | 0.00% | +5+3.3% | Added |
| Raleigh Capital Management Inc. | 181 | $13.4K | 0.01% | −14−7.2% | Reduced |
| Group One Trading, L.P. | 200 | $14.8K | 0.00% | +200 | New |
| Ruedi Wealth Management, Inc. | 238 | $17.6K | 0.01% | −606−71.8% | Reduced |
| SYSTM Wealth Solutions LLC | 242 | $17.9K | 0.00% | −7,342−96.8% | Reduced |
| Parallel Advisors, LLC | 304 | $22.5K | 0.00% | +298+4,966.7% | Added |
| Allworth Financial LP | 310 | $22.9K | 0.00% | +28+9.9% | Added |
| ORG Partners LLC | 342 | $25.3K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 342 | $25.3K | 0.00% | +61+21.7% | Added |
| CWM, LLC | 358 | $26.0K | 0.00% | −63−15.0% | Reduced |
| Signaturefd, LLC | 375 | $27.7K | 0.00% | −32−7.9% | Reduced |
| Hollencrest Capital Management | 382 | $28.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 448 | $33.0K | 0.00% | +448 | New |
| GAMMA Investing LLC | 509 | $35.7K | 0.01% | +509 | New |
| McGlone Suttner Wealth Management, Inc. | 535 | $39.5K | 0.01% | +535 | New |
| Ci Investments Inc. | 554 | $41.0K | 0.00% | −63−10.2% | Reduced |
| First Horizon Advisors, Inc. | 702 | $51.9K | 0.00% | +1+0.1% | Added |
| Harbour Investments, Inc. | 706 | $52.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 772 | $57.0K | 0.00% | +694+889.7% | Added |
| Huntington National Bank | 995 | $73.5K | 0.00% | +21+2.2% | Added |
| CVA Family Office, LLC | 1,123 | $83.0K | 0.02% | +1,123 | New |
| Pinnacle Financial Partners Inc | 1,125 | $83.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,278 | $94.4K | 0.09% | +1,278 | New |
| First Manhattan Co | 1,518 | $112.1K | 0.00% | −759−33.3% | Reduced |
| Acropolis Investment Management, LLC | 1,521 | $112.4K | 0.01% | +1,521 | New |
| KBC Group NV | 1,618 | $120.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,619 | $120.7K | 0.03% | +1,619 | New |
| Fifth Third Bancorp | 1,742 | $128.7K | 0.00% | +30+1.8% | Added |
| Tradition Wealth Management, LLC | 1,803 | $133.0K | 0.01% | +5+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,822 | $135.0K | 0.00% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 2,710 | $200.2K | 0.16% | +2,710 | New |
| Sequoia Financial Advisors, LLC | 2,710 | $200.2K | 0.00% | +2,710 | New |
| Bridgecreek Investment Management, LLC | 2,782 | $205.5K | 0.04% | +2,782 | New |
| TCG Advisory Services, LLC | 2,819 | $208.2K | 0.01% | +2,819 | New |
| Covestor Ltd | 2,830 | $209.0K | 0.14% | +703+33.1% | Added |
| FirstPurpose Wealth LLC | 2,840 | $209.8K | 0.08% | +2,840 | New |
| Park Avenue Securities LLC | 3,020 | $223.0K | 0.00% | +3,020 | New |
| Wallace Advisory Group, LLC | 3,938 | $224.0K | 0.18% | +1,102+38.9% | Added |
| Gibraltar Capital Management, Inc. | 3,061 | $226.1K | 0.10% | +3,061 | New |
| CAPROCK Group, Inc. | 3,124 | $230.8K | 0.01% | +3,124 | New |
| Shelton Capital Management | 3,140 | $232.0K | 0.01% | +3,140 | New |
| Advisory Services Network, LLC | 3,163 | $233.7K | 0.01% | +3,163 | New |
| Allianz Asset Management GmbH | 3,200 | $236.4K | 0.00% | +3,200 | New |
| DFPG Investments, LLC | 3,255 | $238.0K | 0.02% | +3,255 | New |
| HBK Sorce Advisory LLC | 3,243 | $239.6K | 0.01% | +3,243 | New |
| AE Wealth Management LLC | 3,451 | $241.3K | 0.00% | +3,451 | New |
| Peterson Wealth Services | 3,278 | $242.2K | 0.10% | +3,278 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,309 | $244.4K | 0.04% | +3,309 | New |
| Intellectus Partners, LLC | 3,453 | $255.1K | 0.07% | +3,453 | New |
| nVerses Capital, LLC | – | $258.5K | 0.72% | – | New |
| State of Wyoming | 3,571 | $263.8K | 0.05% | −37−1.0% | Reduced |
| Alpha Cubed Investments, LLC | 3,600 | $265.9K | 0.01% | −750−17.2% | Reduced |
| Aquatic Capital Management LLC | 3,600 | $266.0K | 0.01% | −3,600−50.0% | Reduced |
| Hardy Reed LLC | 3,657 | $270.1K | 0.04% | −50−1.3% | Reduced |
| Trust Co of Oklahoma | 3,844 | $284.0K | 0.11% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,901 | $288.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,920 | $289.6K | 0.02% | +403+11.5% | Added |
| Semanteon Capital Management, LP | 3,950 | $291.8K | 0.20% | +3,950 | New |
| Mackenzie Financial Corp | 3,971 | $293.3K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,995 | $295.1K | 0.01% | +15+0.4% | Added |
| Profund Advisors LLC | 4,039 | $298.4K | 0.01% | +222+5.8% | Added |
| Baird Financial Group, Inc. | 4,040 | $298.4K | 0.00% | +208+5.4% | Added |
| Xponance, Inc. | 4,118 | $304.2K | 0.00% | +114+2.8% | Added |
| AlphaStar Capital Management, LLC | 4,319 | $319.1K | 0.03% | −4,469−50.9% | Reduced |
| Cetera Advisor Networks LLC | 4,375 | $323.2K | 0.00% | −10−0.2% | Reduced |
| Global Retirement Partners, LLC | 4,711 | $329.6K | 0.01% | +3,873+462.2% | Added |
| Toroso Investments, LLC | 4,506 | $332.9K | 0.01% | +270+6.4% | Added |
| Tevis Investment Management | 4,552 | $336.3K | 0.31% | −422−8.5% | Reduced |
| Marco Investment Management LLC | 4,639 | $342.7K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,651 | $343.6K | 0.00% | +4,651 | New |
| National Asset Management, Inc. | 4,722 | $348.8K | 0.01% | −191−3.9% | Reduced |
| David Loasby | 4,828 | $349.8K | 0.04% | +4,828 | New |