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 |
|---|---|---|---|---|---|
| Guidance Capital, Inc | 4,753 | $351.2K | 0.14% | +477+11.2% | Added |
| Crossmark Global Holdings, Inc. | 5,051 | $373.0K | 0.01% | −70−1.4% | Reduced |
| Belpointe Asset Management LLC | 5,080 | $375.3K | 0.03% | +12+0.2% | Added |
| Pathstone Holdings, LLC | 5,117 | $378.0K | 0.00% | +5,117 | New |
| CWM Advisors, LLC | 5,195 | $383.8K | 0.04% | −196−3.6% | Reduced |
| Algert Global LLC | 5,470 | $404.1K | 0.02% | +5,470 | New |
| ExodusPoint Capital Management, LP | 5,720 | $423.0K | 0.01% | −7,310−56.1% | Reduced |
| Lindenwold Advisors | 5,728 | $423.1K | 0.24% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,790 | $428.0K | 0.01% | −11−0.2% | Reduced |
| Putnam Investments LLC | 5,866 | $433.3K | 0.00% | +412+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,867 | $433.4K | 0.00% | +5,800+8,656.7% | Added |
| STRS Ohio | 6,600 | $487.0K | 0.00% | +150+2.3% | Added |
| Ameritas Investment Partners, Inc. | 6,847 | $505.8K | 0.02% | +111+1.6% | Added |
| JustInvest LLC | 6,963 | $514.4K | 0.01% | +257+3.8% | Added |
| Capital Impact Advisors, LLC | 7,129 | $526.6K | 0.69% | 00.0% | Unchanged |
| AXA S.A. | 7,500 | $554.0K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 7,533 | $556.5K | 0.07% | +1,779+30.9% | Added |
| Cadent Capital Advisors, LLC | 7,593 | $560.9K | 0.28% | 00.0% | Unchanged |
| Cim, LLC | 6,960 | $575.2K | 0.09% | +417+6.4% | Added |
| Atom Investors LP | 8,049 | $594.6K | 0.11% | +8,049 | New |
| Pictet Asset Management Holding SA | 8,242 | $608.8K | 0.00% | +352+4.5% | Added |
| CI Private Wealth, LLC | 8,471 | $625.8K | 0.00% | −209−2.4% | Reduced |
| Source Financial Advisors LLC | 8,545 | $631.2K | 0.20% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 8,645 | $639.0K | 0.00% | +4,743+121.6% | Added |
| Alliance Wealth Advisors, LLC | 9,014 | $665.9K | 0.22% | +106+1.2% | Added |
| The PNC Financial Services Group, Inc. | 9,055 | $668.9K | 0.00% | −1,559−14.7% | Reduced |
| Cresset Asset Management, LLC | 9,124 | $674.0K | 0.00% | −140−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,300 | $687.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,638 | $712.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,810 | $725.0K | 0.00% | −692−6.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,828 | $726.0K | 0.24% | −66−0.7% | Reduced |
| Bank of Montreal | 9,906 | $740.0K | 0.00% | +1,367+16.0% | Added |
| Campbell & CO Investment Adviser LLC | 10,043 | $741.9K | 0.07% | +10,043 | New |
| Occudo Quantitative Strategies LP | 10,377 | $766.5K | 0.10% | −962−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 10,478 | $774.1K | 0.00% | −6,896−39.7% | Reduced |
| Guggenheim Capital LLC | 10,583 | $781.8K | 0.01% | −170−1.6% | Reduced |
| Inspire Advisors, LLC | 11,193 | $826.9K | 0.12% | +331+3.0% | Added |
| Nisa Investment Advisors, LLC | 11,235 | $829.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 11,290 | $834.0K | 0.00% | +2,932+35.1% | Added |
| Norden Group LLC | 11,297 | $834.5K | 0.15% | −1,917−14.5% | Reduced |
| Precision Wealth Strategies, LLC | 11,372 | $840.1K | 0.82% | +7+0.1% | Added |
| Handelsbanken Fonder AB | 11,524 | $851.0K | 0.00% | +11,524 | New |
| State of Wisconsin Investment Board | 11,660 | $861.3K | 0.00% | +2,079+21.7% | Added |
| Mutual of America Capital Management LLC | 11,803 | $871.9K | 0.01% | −68−0.6% | Reduced |
| Creative Planning | 12,051 | $890.2K | 0.00% | +1,016+9.2% | Added |
| Captrust Financial Advisors | 12,251 | $905.0K | 0.00% | +724+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,316 | $909.8K | 0.00% | −1,290−9.5% | Reduced |
| ProShare Advisors LLC | 12,716 | $939.3K | 0.00% | +2,403+23.3% | Added |
| AQR Capital Management LLC | 13,130 | $969.9K | 0.00% | −2,438−15.7% | Reduced |
| RMB Capital Management, LLC | 13,401 | $989.9K | 0.03% | +13,401 | New |
| Baker Tilly Wealth Management, LLC | 13,444 | $993.1K | 0.16% | +1,624+13.7% | Added |
| GWM Advisors LLC | 15,074 | $1.07M | 0.01% | −71−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,552 | $1.07M | 0.01% | −30,733−67.9% | Reduced |
| Everence Capital Management Inc | 14,805 | $1.09M | 0.08% | −1,740−10.5% | Reduced |
| PEAK6 Investments LLC | 14,831 | $1.10M | 0.05% | +44+0.3% | Added |
| Bridgewater Associates, LP | 14,840 | $1.10M | 0.01% | −4,988−25.2% | Reduced |
| Ascent Wealth Partners, LLC | 15,519 | $1.15M | 0.19% | +40.0% | Added |
| LPL Financial LLC | 16,400 | $1.21M | 0.00% | +2,431+17.4% | Added |
| Portside Wealth Group, LLC | 16,693 | $1.23M | 0.23% | +1,392+9.1% | Added |
| Duality Advisers, LP | 17,054 | $1.26M | 0.13% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 17,333 | $1.28M | 0.01% | −3,810−18.0% | Reduced |
| Central Trust Co | 17,388 | $1.28M | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 17,848 | $1.32M | 1.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 18,516 | $1.37M | 0.13% | +6,736+57.2% | Added |
| Arizona State Retirement System | 19,337 | $1.43M | 0.01% | −358−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,349 | $1.43M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,728 | $1.46M | 0.03% | −407−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,005 | $1.48M | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 20,586 | $1.52M | 0.00% | +6,409+45.2% | Added |
| Davy Global Fund Management Ltd | 21,180 | $1.56M | 0.18% | +21,180 | New |
| CIBC Private Wealth Group, LLC | 21,364 | $1.58M | 0.00% | 00.0% | Unchanged |
| Amundi | 22,160 | $1.61M | 0.00% | −1,686−7.1% | Reduced |
| Teacher Retirement System of Texas | 21,952 | $1.62M | 0.01% | −11,907−35.2% | Reduced |
| Tower Research Capital LLC (TRC) | 22,267 | $1.64M | 0.02% | +19,962+866.0% | Added |
| New York State Teachers Retirement System | 23,390 | $1.73M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 23,479 | $1.73M | 0.00% | −123,091−84.0% | Reduced |
| TD Asset Management Inc | 23,664 | $1.75M | 0.00% | +23,664 | New |
| American Century Companies Inc | 23,742 | $1.75M | 0.00% | +6,454+37.3% | Added |
| HighTower Advisors, LLC | 23,834 | $1.76M | 0.00% | +19,969+516.7% | Added |
| Ensign Peak Advisors, Inc | 24,056 | $1.78M | 0.00% | +3,400+16.5% | Added |
| M&T Bank Corp | 24,093 | $1.78M | 0.01% | −116−0.5% | Reduced |
| Maryland State Retirement & Pension System | 24,508 | $1.81M | 0.04% | −357−1.4% | Reduced |
| State of Tennessee, Treasury Department | 26,016 | $1.92M | 0.01% | +4,677+21.9% | Added |
| Gitterman Wealth Management, LLC | 27,000 | $1.99M | 0.89% | 00.0% | Unchanged |
| Krilogy Financial LLC | 27,157 | $2.01M | 0.17% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 27,200 | $2.01M | 0.00% | +496+1.9% | Added |
| Storebrand Asset Management AS | 28,518 | $2.11M | 0.01% | −40,296−58.6% | Reduced |
| Amalgamated Bank | 28,886 | $2.13M | 0.02% | −1,407−4.6% | Reduced |
| CenterBook Partners LP | 29,043 | $2.15M | 0.26% | −16,760−36.6% | Reduced |
| Atria Investments LLC | 29,900 | $2.21M | 0.03% | −56−0.2% | Reduced |
| Zacks Investment Management | 31,591 | $2.33M | 0.03% | −6,636−17.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 32,587 | $2.41M | 0.00% | +70.0% | Added |
| Janus Henderson Group PLC | 32,757 | $2.42M | 0.00% | −54−0.2% | Reduced |
| Allied Investment Advisors, LLC | 33,100 | $2.45M | 0.67% | −747−2.2% | Reduced |
| Louisiana State Employees Retirement System | 33,700 | $2.49M | 0.05% | −800−2.3% | Reduced |
| Yousif Capital Management, LLC | 34,698 | $2.56M | 0.03% | −145−0.4% | Reduced |
| Russell Investments Group, Ltd. | 34,729 | $2.57M | 0.00% | +1,129+3.4% | Added |
| Manufacturers Life Insurance Company, The | 35,289 | $2.61M | 0.00% | −498−1.4% | Reduced |
| Man Group plc | 35,327 | $2.61M | 0.01% | – | – |
| Susquehanna International Group, LLP | 35,524 | $2.62M | 0.00% | +14,130+66.0% | Added |