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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 35,724 | $2.64M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 35,850 | $2.65M | 0.01% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 36,300 | $2.68M | 0.25% | +36,300 | New |
| Engineers Gate Manager LP | 36,388 | $2.69M | 0.08% | −37,831−51.0% | Reduced |
| American International Group, Inc. | 36,866 | $2.72M | 0.01% | −323−0.9% | Reduced |
| Los Angeles Capital Management LLC | 36,924 | $2.73M | 0.01% | −7,568−17.0% | Reduced |
| Capital Advisors Inc | 37,288 | $2.75M | 0.06% | −879−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 38,916 | $2.88M | 0.05% | +3,106+8.7% | Added |
| State of New Jersey Common Pension Fund D | 41,192 | $3.04M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 41,485 | $3.06M | 0.04% | −687−1.6% | Reduced |
| HRT Financial LP | 43,892 | $3.24M | 0.02% | +43,892 | New |
| PDT Partners, LLC | 46,081 | $3.40M | 0.38% | +130+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 47,980 | $3.54M | 0.08% | +27,600+135.4% | Added |
| Jump Financial, LLC | 51,000 | $3.77M | 0.12% | +34,000+200.0% | Added |
| US Bancorp | 52,961 | $3.91M | 0.01% | −3,970−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 53,188 | $3.93M | 0.01% | −10,704−16.8% | Reduced |
| Azzad Asset Management Inc | 53,348 | $3.94M | 0.50% | −2,824−5.0% | Reduced |
| First Trust Advisors LP | 53,603 | $3.96M | 0.00% | −16,314−23.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,329 | $4.01M | 0.01% | +3,869+7.7% | Added |
| Alps Advisors Inc | 54,443 | $4.02M | 0.03% | +6,695+14.0% | Added |
| Texas Permanent School Fund | 58,252 | $4.30M | 0.04% | +726+1.3% | Added |
| Chatham Capital Group, Inc. | 59,905 | $4.43M | 0.90% | −1,954−3.2% | Reduced |
| Thrivent Financial for Lutherans | 60,088 | $4.44M | 0.01% | −1,876−3.0% | Reduced |
| Stifel Financial Corp | 61,454 | $4.54M | 0.01% | −2,277−3.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 61,728 | $4.56M | 0.02% | −9,808−13.7% | Reduced |
| Capital International Investors | 63,180 | $4.67M | 0.00% | +63,180 | New |
| UBS Group AG | 63,978 | $4.73M | 0.00% | +44,956+236.3% | Added |
| Bahl & Gaynor Inc | 64,481 | $4.76M | 0.03% | +1,507+2.4% | Added |
| Victory Capital Management Inc | 65,548 | $4.84M | 0.01% | −11,396−14.8% | Reduced |
| Neuberger Berman Group LLC | 66,642 | $4.92M | 0.00% | −36,966−35.7% | Reduced |
| UBS Asset Management Americas Inc | 67,081 | $4.96M | 0.00% | +6,112+10.0% | Added |
| Natixis Advisors, L.P. | 67,300 | $4.97M | 0.01% | +53,679+394.1% | Added |
| Great West Life Assurance Co | 68,345 | $5.04M | 0.01% | −2,098−3.0% | Reduced |
| California State Teachers Retirement System | 72,773 | $5.38M | 0.01% | −3,356−4.4% | Reduced |
| Erste Asset Management GmbH | 73,461 | $5.45M | 0.08% | +5,966+8.8% | Added |
| Strategic Wealth Partners, Ltd. | 74,531 | $5.51M | 0.68% | +19,536+35.5% | Added |
| Citadel Advisors LLC | 74,895 | $5.53M | 0.01% | −47,198−38.7% | Reduced |
| Prudential Financial Inc | 77,608 | $5.73M | 0.01% | −9,770−11.2% | Reduced |
| FMR LLC | 78,777 | $5.82M | 0.00% | +1,617+2.1% | Added |
| Daiwa Securities Group Inc. | 79,588 | $5.88M | 0.04% | −9,000−10.2% | Reduced |
| California Public Employees Retirement System | 81,856 | $6.05M | 0.00% | +28,752+54.1% | Added |
| Navellier & Associates Inc | 88,233 | $6.52M | 0.98% | −237−0.3% | Reduced |
| Alliancebernstein L.P. | 89,193 | $6.59M | 0.00% | −650−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 94,647 | $6.99M | 0.03% | +5,437+6.1% | Added |
| Raymond James & Associates | 97,649 | $7.21M | 0.01% | +2,865+3.0% | Added |
| Segall Bryant & Hamill, LLC | 97,789 | $7.22M | 0.14% | +97,789 | New |
| Winton Group Ltd | 101,847 | $7.52M | 0.55% | +1,842+1.8% | Added |
| Citigroup Inc | 105,485 | $7.79M | 0.01% | +71,283+208.4% | Added |
| Jane Street Group, LLC | 107,338 | $7.93M | 0.01% | +99,425+1,256.5% | Added |
| TownSquare Capital, LLC | 113,321 | $8.37M | 0.14% | +3,164+2.9% | Added |
| Barclays PLC | 115,220 | $8.51M | 0.00% | +73,696+177.5% | Added |
| Millennium Management LLC | 126,328 | $9.33M | 0.01% | −355,022−73.8% | Reduced |
| 11 Capital Partners LP | 128,960 | $9.53M | 4.60% | +41,902+48.1% | Added |
| Voya Investment Management LLC | 135,593 | $10.0M | 0.01% | +106,621+368.0% | Added |
| Swiss National Bank | 136,325 | $10.1M | 0.01% | −15,700−10.3% | Reduced |
| Public Sector Pension Investment Board | 139,935 | $10.3M | 0.08% | +56,215+67.1% | Added |
| SEI Investments Co | 143,534 | $10.6M | 0.02% | −3,947−2.7% | Reduced |
| Credit Suisse AG | 150,125 | $11.1M | 0.01% | −19,924−11.7% | Reduced |
| Bank of America Corp | 151,951 | $11.2M | 0.00% | +25,966+20.6% | Added |
| Sandler Capital Management | 152,285 | $11.2M | 1.45% | +152,285 | New |
| Raymond James Financial Services Advisors, Inc. | 153,451 | $11.3M | 0.02% | −651−0.4% | Reduced |
| Deutsche Bank AG | 155,685 | $11.5M | 0.01% | +117,833+311.3% | Added |
| Global Alpha Capital Management Ltd. | 157,000 | $11.6M | 0.93% | +157,000 | New |
| Driehaus Capital Management LLC | 180,494 | $13.3M | 0.16% | −242,211−57.3% | Reduced |
| Eagle Asset Management Inc | 188,818 | $13.9M | 0.07% | −23,425−11.0% | Reduced |
| Royal Bank of Canada | 192,363 | $14.2M | 0.00% | +13,473+7.5% | Added |
| Bamco Inc | 192,699 | $14.2M | 0.04% | +192,699 | New |
| Envestnet Asset Management Inc | 197,521 | $14.6M | 0.01% | +12,127+6.5% | Added |
| Rhumbline Advisers | 198,878 | $14.7M | 0.02% | −2,762−1.4% | Reduced |
| EULAV Asset Management | 208,500 | $15.4M | 0.48% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 235,388 | $17.4M | 0.09% | +22,919+10.8% | Added |
| Legal & General Group Plc | 240,076 | $17.7M | 0.01% | −1,640−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 251,878 | $18.6M | 0.08% | +72,750+40.6% | Added |
| Adage Capital Partners GP, L.L.C. | 255,197 | $18.9M | 0.04% | +255,197 | New |
| Nuveen Asset Management, LLC | 281,765 | $20.8M | 0.01% | +14,141+5.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 308,440 | $22.8M | 0.23% | +308,440 | New |
| Comerica Bank | 340,660 | $25.2M | 0.12% | +48,539+16.6% | Added |
| Principal Financial Group Inc | 367,006 | $27.1M | 0.02% | −7,173−1.9% | Reduced |
| Wells Fargo & Company | 393,861 | $29.1M | 0.01% | −14,588−3.6% | Reduced |
| Lord, Abbett & Co. LLC | 498,778 | $36.8M | 0.13% | +2,929+0.6% | Added |
| Rockefeller Capital Management L.P. | 536,863 | $39.7M | 0.13% | +44,321+9.0% | Added |
| Westfield Capital Management Co LP | 553,545 | $40.9M | 0.24% | −86,361−13.5% | Reduced |
| Price T Rowe Associates Inc | 556,167 | $41.1M | 0.01% | −4,200−0.7% | Reduced |
| Norges Bank | 593,367 | $43.8M | 0.01% | +332,784+127.7% | Added |
| Bank of New York Mellon Corp | 612,399 | $45.2M | 0.01% | −9,844−1.6% | Reduced |
| Goldman Sachs Group Inc | 624,299 | $46.1M | 0.01% | −123,104−16.5% | Reduced |
| Bokf, NA | 668,382 | $49.4M | 0.97% | +280.0% | Added |
| Northern Trust Corp | 803,791 | $59.4M | 0.01% | −3900.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 822,481 | $60.8M | 0.04% | +822,481 | New |
| Charles Schwab Investment Management Inc | 837,781 | $61.9M | 0.02% | +17,306+2.1% | Added |
| Wasatch Advisors Inc | 1,024,860 | $75.7M | 0.42% | +49,007+5.0% | Added |
| Geode Capital Management, LLC | 1,491,255 | $110.2M | 0.01% | +67,755+4.8% | Added |
| JPMorgan Chase & Co | 1,511,661 | $111.7M | 0.01% | +193,277+14.7% | Added |
| Ameriprise Financial Inc | 1,584,114 | $117.0M | 0.04% | −22,392−1.4% | Reduced |
| Dimensional Fund Advisors LP | 1,614,575 | $119.3M | 0.03% | −127,645−7.3% | Reduced |
| Invesco Ltd. | 1,621,834 | $119.8M | 0.03% | +17,736+1.1% | Added |
| Geneva Capital Management LLC | 1,702,641 | $125.8M | 2.38% | +13,864+0.8% | Added |
| Morgan Stanley | 1,904,970 | $140.7M | 0.01% | −159,656−7.7% | Reduced |
| State Street Corp | 2,442,342 | $180.4M | 0.01% | +116,982+5.0% | Added |
| Conestoga Capital Advisors, LLC | 3,354,242 | $247.8M | 3.72% | +25,178+0.8% | Added |