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 |
|---|---|---|---|---|---|
| Oberweis Asset Management Inc | 36,300 | $2.68M | 0.25% | +36,300 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 35,850 | $2.65M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 35,724 | $2.64M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 35,524 | $2.62M | 0.00% | +14,130+66.0% | Added |
| Man Group plc | 35,327 | $2.61M | 0.01% | – | – |
| Manufacturers Life Insurance Company, The | 35,289 | $2.61M | 0.00% | −498−1.4% | Reduced |
| Russell Investments Group, Ltd. | 34,729 | $2.57M | 0.00% | +1,129+3.4% | Added |
| Yousif Capital Management, LLC | 34,698 | $2.56M | 0.03% | −145−0.4% | Reduced |
| Louisiana State Employees Retirement System | 33,700 | $2.49M | 0.05% | −800−2.3% | Reduced |
| Allied Investment Advisors, LLC | 33,100 | $2.45M | 0.67% | −747−2.2% | Reduced |
| Janus Henderson Group PLC | 32,757 | $2.42M | 0.00% | −54−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 32,587 | $2.41M | 0.00% | +70.0% | Added |
| Zacks Investment Management | 31,591 | $2.33M | 0.03% | −6,636−17.4% | Reduced |
| Atria Investments LLC | 29,900 | $2.21M | 0.03% | −56−0.2% | Reduced |
| CenterBook Partners LP | 29,043 | $2.15M | 0.26% | −16,760−36.6% | Reduced |
| Amalgamated Bank | 28,886 | $2.13M | 0.02% | −1,407−4.6% | Reduced |
| Storebrand Asset Management AS | 28,518 | $2.11M | 0.01% | −40,296−58.6% | Reduced |
| New York State Common Retirement Fund | 27,200 | $2.01M | 0.00% | +496+1.9% | Added |
| Krilogy Financial LLC | 27,157 | $2.01M | 0.17% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 27,000 | $1.99M | 0.89% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 26,016 | $1.92M | 0.01% | +4,677+21.9% | Added |
| Maryland State Retirement & Pension System | 24,508 | $1.81M | 0.04% | −357−1.4% | Reduced |
| M&T Bank Corp | 24,093 | $1.78M | 0.01% | −116−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 24,056 | $1.78M | 0.00% | +3,400+16.5% | Added |
| HighTower Advisors, LLC | 23,834 | $1.76M | 0.00% | +19,969+516.7% | Added |
| American Century Companies Inc | 23,742 | $1.75M | 0.00% | +6,454+37.3% | Added |
| TD Asset Management Inc | 23,664 | $1.75M | 0.00% | +23,664 | New |
| D. E. Shaw & Co., Inc. | 23,479 | $1.73M | 0.00% | −123,091−84.0% | Reduced |
| New York State Teachers Retirement System | 23,390 | $1.73M | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,267 | $1.64M | 0.02% | +19,962+866.0% | Added |
| Teacher Retirement System of Texas | 21,952 | $1.62M | 0.01% | −11,907−35.2% | Reduced |
| Amundi | 22,160 | $1.61M | 0.00% | −1,686−7.1% | Reduced |
| CIBC Private Wealth Group, LLC | 21,364 | $1.58M | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 21,180 | $1.56M | 0.18% | +21,180 | New |
| Van Eck Associates Corp | 20,586 | $1.52M | 0.00% | +6,409+45.2% | Added |
| Teachers Retirement System of the State of Kentucky | 20,005 | $1.48M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,728 | $1.46M | 0.03% | −407−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 19,349 | $1.43M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,337 | $1.43M | 0.01% | −358−1.8% | Reduced |
| Parcion Private Wealth LLC | 18,516 | $1.37M | 0.13% | +6,736+57.2% | Added |
| Olistico Wealth, LLC | 17,848 | $1.32M | 1.03% | 00.0% | Unchanged |
| Central Trust Co | 17,388 | $1.28M | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 17,333 | $1.28M | 0.01% | −3,810−18.0% | Reduced |
| Duality Advisers, LP | 17,054 | $1.26M | 0.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 16,693 | $1.23M | 0.23% | +1,392+9.1% | Added |
| LPL Financial LLC | 16,400 | $1.21M | 0.00% | +2,431+17.4% | Added |
| Ascent Wealth Partners, LLC | 15,519 | $1.15M | 0.19% | +40.0% | Added |
| Bridgewater Associates, LP | 14,840 | $1.10M | 0.01% | −4,988−25.2% | Reduced |
| PEAK6 Investments LLC | 14,831 | $1.10M | 0.05% | +44+0.3% | Added |
| Everence Capital Management Inc | 14,805 | $1.09M | 0.08% | −1,740−10.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,552 | $1.07M | 0.01% | −30,733−67.9% | Reduced |
| GWM Advisors LLC | 15,074 | $1.07M | 0.01% | −71−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,444 | $993.1K | 0.16% | +1,624+13.7% | Added |
| RMB Capital Management, LLC | 13,401 | $989.9K | 0.03% | +13,401 | New |
| AQR Capital Management LLC | 13,130 | $969.9K | 0.00% | −2,438−15.7% | Reduced |
| ProShare Advisors LLC | 12,716 | $939.3K | 0.00% | +2,403+23.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,316 | $909.8K | 0.00% | −1,290−9.5% | Reduced |
| Captrust Financial Advisors | 12,251 | $905.0K | 0.00% | +724+6.3% | Added |
| Creative Planning | 12,051 | $890.2K | 0.00% | +1,016+9.2% | Added |
| Mutual of America Capital Management LLC | 11,803 | $871.9K | 0.01% | −68−0.6% | Reduced |
| State of Wisconsin Investment Board | 11,660 | $861.3K | 0.00% | +2,079+21.7% | Added |
| Handelsbanken Fonder AB | 11,524 | $851.0K | 0.00% | +11,524 | New |
| Precision Wealth Strategies, LLC | 11,372 | $840.1K | 0.82% | +7+0.1% | Added |
| Norden Group LLC | 11,297 | $834.5K | 0.15% | −1,917−14.5% | Reduced |
| Mariner, LLC | 11,290 | $834.0K | 0.00% | +2,932+35.1% | Added |
| Nisa Investment Advisors, LLC | 11,235 | $829.9K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 11,193 | $826.9K | 0.12% | +331+3.0% | Added |
| Guggenheim Capital LLC | 10,583 | $781.8K | 0.01% | −170−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 10,478 | $774.1K | 0.00% | −6,896−39.7% | Reduced |
| Occudo Quantitative Strategies LP | 10,377 | $766.5K | 0.10% | −962−8.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,043 | $741.9K | 0.07% | +10,043 | New |
| Bank of Montreal | 9,906 | $740.0K | 0.00% | +1,367+16.0% | Added |
| Legacy Wealth Asset Management, LLC | 9,828 | $726.0K | 0.24% | −66−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,810 | $725.0K | 0.00% | −692−6.6% | Reduced |
| Integrated Wealth Concepts LLC | 9,638 | $712.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,300 | $687.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,124 | $674.0K | 0.00% | −140−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 9,055 | $668.9K | 0.00% | −1,559−14.7% | Reduced |
| Alliance Wealth Advisors, LLC | 9,014 | $665.9K | 0.22% | +106+1.2% | Added |
| Janney Montgomery Scott LLC | 8,645 | $639.0K | 0.00% | +4,743+121.6% | Added |
| Source Financial Advisors LLC | 8,545 | $631.2K | 0.20% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,471 | $625.8K | 0.00% | −209−2.4% | Reduced |
| Pictet Asset Management Holding SA | 8,242 | $608.8K | 0.00% | +352+4.5% | Added |
| Atom Investors LP | 8,049 | $594.6K | 0.11% | +8,049 | New |
| Cim, LLC | 6,960 | $575.2K | 0.09% | +417+6.4% | Added |
| Cadent Capital Advisors, LLC | 7,593 | $560.9K | 0.28% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 7,533 | $556.5K | 0.07% | +1,779+30.9% | Added |
| AXA S.A. | 7,500 | $554.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 7,129 | $526.6K | 0.69% | 00.0% | Unchanged |
| JustInvest LLC | 6,963 | $514.4K | 0.01% | +257+3.8% | Added |
| Ameritas Investment Partners, Inc. | 6,847 | $505.8K | 0.02% | +111+1.6% | Added |
| STRS Ohio | 6,600 | $487.0K | 0.00% | +150+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,867 | $433.4K | 0.00% | +5,800+8,656.7% | Added |
| Putnam Investments LLC | 5,866 | $433.3K | 0.00% | +412+7.6% | Added |
| Quantinno Capital Management LP | 5,790 | $428.0K | 0.01% | −11−0.2% | Reduced |
| Lindenwold Advisors | 5,728 | $423.1K | 0.24% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,720 | $423.0K | 0.01% | −7,310−56.1% | Reduced |
| Algert Global LLC | 5,470 | $404.1K | 0.02% | +5,470 | New |
| CWM Advisors, LLC | 5,195 | $383.8K | 0.04% | −196−3.6% | Reduced |
| Pathstone Holdings, LLC | 5,117 | $378.0K | 0.00% | +5,117 | New |