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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 4,160,140 | $307.3M | 0.77% | −225,166−5.1% | Reduced |
| Vanguard Group Inc | 7,217,311 | $533.1M | 0.01% | −272,329−3.6% | Reduced |
| BlackRock Inc. | 10,322,371 | $762.5M | 0.02% | −1,160,005−10.1% | Reduced |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −126,356−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −80,302−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −68,835−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −57,481−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −40,595−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −36,586−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −33,189−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −32,839−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,320−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −26,103−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −25,495−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −16,552−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −13,214−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,788−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −9,858−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,856−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,904−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,502−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −5,226−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,756−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,886−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |