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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 303 institutions
Q1 2021: 210 institutionsQ2 2021: 207 institutionsQ3 2021: 206 institutionsQ4 2021: 213 institutionsQ1 2022: 205 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 252 institutionsQ1 2023: 278 institutionsQ2 2023: 303 institutionsQ3 2023: 292 institutionsQ4 2023: 303 institutionsQ1 2024: 330 institutionsQ2 2024: 361 institutionsQ3 2024: 382 institutionsQ4 2024: 422 institutionsQ1 2025: 384 institutionsQ2 2025: 393 institutionsQ3 2025: 404 institutionsQ4 2025: 401 institutionsQ1 2026: 402 institutionsQ2 2026: 474 institutions
Value heldQ4 2023: $4.28B
Q1 2021: $2.62BQ2 2021: $2.30BQ3 2021: $2.40BQ4 2021: $2.98BQ1 2022: $2.11BQ2 2022: $2.08BQ3 2022: $2.04BQ4 2022: $2.80BQ1 2023: $3.72BQ2 2023: $3.71BQ3 2023: $3.28BQ4 2023: $4.28BQ1 2024: $5.12BQ2 2024: $5.13BQ3 2024: $6.33BQ4 2024: $6.83BQ1 2025: $4.78BQ2 2025: $4.67BQ3 2025: $6.80BQ4 2025: $5.61BQ1 2026: $5.77BQ2 2026: $8.26B
Institutions holding AAON and their total value by quarter
QuarterHoldersValue
Q2 2026474$8.26B
Q1 2026402$5.77B
Q4 2025401$5.61B
Q3 2025404$6.80B
Q2 2025393$4.67B
Q1 2025384$4.78B
Q4 2024422$6.83B
Q3 2024382$6.33B
Q2 2024361$5.13B
Q1 2024330$5.12B
Q4 2023303$4.28B
Q3 2023292$3.28B
Q2 2023303$3.71B
Q1 2023278$3.72B
Q4 2022252$2.80B
Q3 2022220$2.04B
Q2 2022204$2.08B
Q1 2022205$2.11B
Q4 2021213$2.98B
Q3 2021206$2.40B
Q2 2021207$2.30B
Q1 2021210$2.62B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2023.

Institutions holding AAON in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Belpointe Asset Management LLC5,080$375.3K0.03%+12+0.2%Added
Crossmark Global Holdings, Inc.5,051$373.0K0.01%−70−1.4%Reduced
Guidance Capital, Inc4,753$351.2K0.14%+477+11.2%Added
David Loasby4,828$349.8K0.04%+4,828New
National Asset Management, Inc.4,722$348.8K0.01%−191−3.9%Reduced
Verition Fund Management LLC4,651$343.6K0.00%+4,651New
Marco Investment Management LLC4,639$342.7K0.04%00.0%Unchanged
Tevis Investment Management4,552$336.3K0.31%−422−8.5%Reduced
Toroso Investments, LLC4,506$332.9K0.01%+270+6.4%Added
Global Retirement Partners, LLC4,711$329.6K0.01%+3,873+462.2%Added
Cetera Advisor Networks LLC4,375$323.2K0.00%−10−0.2%Reduced
AlphaStar Capital Management, LLC4,319$319.1K0.03%−4,469−50.9%Reduced
Xponance, Inc.4,118$304.2K0.00%+114+2.8%Added
Baird Financial Group, Inc.4,040$298.4K0.00%+208+5.4%Added
Profund Advisors LLC4,039$298.4K0.01%+222+5.8%Added
Evergreen Capital Management LLC3,995$295.1K0.01%+15+0.4%Added
Mackenzie Financial Corp3,971$293.3K0.00%00.0%Unchanged
Semanteon Capital Management, LP3,950$291.8K0.20%+3,950New
Quadrant Capital Group LLC3,920$289.6K0.02%+403+11.5%Added
Metropolitan Life Insurance Co3,901$288.2K0.01%00.0%Unchanged
Trust Co of Oklahoma3,844$284.0K0.11%00.0%Unchanged
Hardy Reed LLC3,657$270.1K0.04%−50−1.3%Reduced
Aquatic Capital Management LLC3,600$266.0K0.01%−3,600−50.0%Reduced
Alpha Cubed Investments, LLC3,600$265.9K0.01%−750−17.2%Reduced
State of Wyoming3,571$263.8K0.05%−37−1.0%Reduced
nVerses Capital, LLC–$258.5K0.72%–New
Intellectus Partners, LLC3,453$255.1K0.07%+3,453New
Pinnacle Wealth Planning Services, Inc.3,309$244.4K0.04%+3,309New
Peterson Wealth Services3,278$242.2K0.10%+3,278New
AE Wealth Management LLC3,451$241.3K0.00%+3,451New
HBK Sorce Advisory LLC3,243$239.6K0.01%+3,243New
DFPG Investments, LLC3,255$238.0K0.02%+3,255New
Allianz Asset Management GmbH3,200$236.4K0.00%+3,200New
Advisory Services Network, LLC3,163$233.7K0.01%+3,163New
Shelton Capital Management3,140$232.0K0.01%+3,140New
CAPROCK Group, Inc.3,124$230.8K0.01%+3,124New
Gibraltar Capital Management, Inc.3,061$226.1K0.10%+3,061New
Wallace Advisory Group, LLC3,938$224.0K0.18%+1,102+38.9%Added
Park Avenue Securities LLC3,020$223.0K0.00%+3,020New
FirstPurpose Wealth LLC2,840$209.8K0.08%+2,840New
Covestor Ltd2,830$209.0K0.14%+703+33.1%Added
TCG Advisory Services, LLC2,819$208.2K0.01%+2,819New
Bridgecreek Investment Management, LLC2,782$205.5K0.04%+2,782New
Sequoia Financial Advisors, LLC2,710$200.2K0.00%+2,710New
Vawter Financial, Ltd.2,710$200.2K0.16%+2,710New
Benjamin F. Edwards & Company, Inc.1,822$135.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,803$133.0K0.01%+5+0.3%Added
Fifth Third Bancorp1,742$128.7K0.00%+30+1.8%Added
Smartleaf Asset Management LLC1,619$120.7K0.03%+1,619New
KBC Group NV1,618$120.0K0.00%00.0%Unchanged
Acropolis Investment Management, LLC1,521$112.4K0.01%+1,521New
First Manhattan Co1,518$112.1K0.00%−759−33.3%Reduced
EntryPoint Capital, LLC1,278$94.4K0.09%+1,278New
Pinnacle Financial Partners Inc1,125$83.1K0.00%00.0%Unchanged
CVA Family Office, LLC1,123$83.0K0.02%+1,123New
Huntington National Bank995$73.5K0.00%+21+2.2%Added
Steward Partners Investment Advisory, LLC772$57.0K0.00%+694+889.7%Added
Harbour Investments, Inc.706$52.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.702$51.9K0.00%+1+0.1%Added
Ci Investments Inc.554$41.0K0.00%−63−10.2%Reduced
McGlone Suttner Wealth Management, Inc.535$39.5K0.01%+535New
GAMMA Investing LLC509$35.7K0.01%+509New
Penserra Capital Management LLC448$33.0K0.00%+448New
Hollencrest Capital Management382$28.2K0.00%00.0%Unchanged
Signaturefd, LLC375$27.7K0.00%−32−7.9%Reduced
CWM, LLC358$26.0K0.00%−63−15.0%Reduced
Pacer Advisors, Inc.342$25.3K0.00%+61+21.7%Added
ORG Partners LLC342$25.3K0.00%00.0%Unchanged
Allworth Financial LP310$22.9K0.00%+28+9.9%Added
Parallel Advisors, LLC304$22.5K0.00%+298+4,966.7%Added
SYSTM Wealth Solutions LLC242$17.9K0.00%−7,342−96.8%Reduced
Ruedi Wealth Management, Inc.238$17.6K0.01%−606−71.8%Reduced
Group One Trading, L.P.200$14.8K0.00%+200New
Raleigh Capital Management Inc.181$13.4K0.01%−14−7.2%Reduced
Massmutual Trust Co FSB157$11.6K0.00%+5+3.3%Added
EverSource Wealth Advisors, LLC147$10.9K0.00%−15−9.3%Reduced
Bessemer Group Inc131$10.0K0.00%−49−27.2%Reduced
Wolff Wiese Magana LLC133$9.82K0.01%00.0%Unchanged
Farther Finance Advisors, LLC119$8.79K0.00%+50+72.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.98$7.17K0.00%00.0%Unchanged
Key Financial Inc97$7.17K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC93$6.87K0.00%−14−13.1%Reduced
Lindbrook Capital, LLC92$6.80K0.00%−9−8.9%Reduced
Hillsdale Investment Management Inc.90$6.65K0.00%−10−10.0%Reduced
Macroview Investment Management LLC76$5.63K0.01%00.0%Unchanged
Venturi Wealth Management, LLC70$5.17K0.00%00.0%Unchanged
Rise Advisors, LLC53$3.94K0.00%00.0%Unchanged
West Paces Advisors Inc.52$3.84K0.00%+52New
Versant Capital Management, Inc49$3.62K0.00%−58−54.2%Reduced
Farmers & Merchants Investments Inc46$3.40K0.00%00.0%Unchanged
Private Trust Co NA45$3.32K0.00%+45New
Principal Securities, Inc.43$3.18K0.00%+43New
JFS Wealth Advisors, LLC42$3.10K0.00%−2−4.5%Reduced
Colonial Trust Co39$2.90K0.00%+10+34.5%Added
Gradient Investments LLC39$2.88K0.00%00.0%Unchanged
Aspect Partners, LLC30$2.23K0.00%+30New
SJS Investment Consulting Inc.16$1.18K0.00%−3−15.8%Reduced
Bell Investment Advisors, Inc15$1.11K0.00%−3−16.7%Reduced
DiNuzzo Private Wealth, Inc.13$9610.00%+13New
AdvisorNet Financial, Inc13$9600.00%+2+18.2%Added