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, Q1 2024
Institutional positions in Aaon, Inc. as of Mar 31, 2024. 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
- 330
- +30 vs. Q4 2023
- Shares held
- 58.1M
- +104.6K (+0.2%) vs. Q4 2023
- Total value
- $5.12B
- +$833.5M (+19.5%) vs. Q4 2023
- New holders
- 55
- 118 more added
- Sold out
- 25
- 114 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,286,665 | $906.3M | 0.02% | −35,706−0.3% | Reduced |
| Vanguard Group Inc | 7,278,855 | $641.3M | 0.01% | +61,544+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,974,193 | $350.1M | 0.81% | −185,947−4.5% | Reduced |
| Conestoga Capital Advisors, LLC | 2,574,096 | $226.8M | 3.28% | −780,146−23.3% | Reduced |
| State Street Corp | 2,491,175 | $219.5M | 0.01% | +48,833+2.0% | Added |
| Morgan Stanley | 1,813,299 | $159.8M | 0.01% | −91,671−4.8% | Reduced |
| Geneva Capital Management LLC | 1,671,859 | $147.3M | 2.59% | −30,782−1.8% | Reduced |
| Invesco Ltd. | 1,633,080 | $143.9M | 0.03% | +11,246+0.7% | Added |
| JPMorgan Chase & Co | 1,547,063 | $136.3M | 0.01% | +35,402+2.3% | Added |
| Dimensional Fund Advisors LP | 1,544,651 | $136.1M | 0.04% | −69,924−4.3% | Reduced |
| Geode Capital Management, LLC | 1,534,141 | $135.2M | 0.01% | +42,886+2.9% | Added |
| Ameriprise Financial Inc | 1,531,823 | $135.0M | 0.04% | −52,291−3.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,366,076 | $120.4M | 0.07% | +543,595+66.1% | Added |
| Wasatch Advisors Inc | 1,020,135 | $89.9M | 0.47% | −4,725−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 854,649 | $75.3M | 0.02% | +16,868+2.0% | Added |
| Bank of New York Mellon Corp | 800,526 | $70.5M | 0.01% | +188,127+30.7% | Added |
| Northern Trust Corp | 787,933 | $69.4M | 0.01% | −15,858−2.0% | Reduced |
| Norges Bank | 781,994 | $68.9M | 0.01% | +188,627+31.8% | Added |
| Bokf, NA | 681,522 | $60.0M | 1.09% | +13,140+2.0% | Added |
| Goldman Sachs Group Inc | 624,365 | $55.0M | 0.01% | +660.0% | Added |
| Lord, Abbett & Co. LLC | 592,804 | $52.2M | 0.17% | +94,026+18.9% | Added |
| Price T Rowe Associates Inc | 562,933 | $49.6M | 0.01% | +6,766+1.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 527,875 | $46.5M | 0.41% | +219,435+71.1% | Added |
| Rockefeller Capital Management L.P. | 499,234 | $44.0M | 0.13% | −37,629−7.0% | Reduced |
| FMR LLC | 471,265 | $41.5M | 0.00% | +392,488+498.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 450,009 | $39.6M | 0.14% | +198,131+78.7% | Added |
| Wells Fargo & Company | 391,388 | $34.5M | 0.01% | −2,473−0.6% | Reduced |
| Principal Financial Group Inc | 374,150 | $33.0M | 0.02% | +7,144+1.9% | Added |
| Driehaus Capital Management LLC | 357,334 | $31.5M | 0.31% | +176,840+98.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 325,112 | $28.6M | 0.12% | +89,724+38.1% | Added |
| Envestnet Asset Management Inc | 311,340 | $27.4M | 0.01% | +113,819+57.6% | Added |
| Nuveen Asset Management, LLC | 282,626 | $24.9M | 0.01% | +861+0.3% | Added |
| Legal & General Group Plc | 237,328 | $20.9M | 0.01% | −2,748−1.1% | Reduced |
| Global Alpha Capital Management Ltd. | 229,700 | $20.2M | 1.50% | +72,700+46.3% | Added |
| Comerica Bank | 224,648 | $19.8M | 0.09% | −116,012−34.1% | Reduced |
| Bamco Inc | 218,889 | $19.3M | 0.05% | +26,190+13.6% | Added |
| Millennium Management LLC | 210,208 | $18.5M | 0.02% | +83,880+66.4% | Added |
| EULAV Asset Management | 208,500 | $18.4M | 0.51% | 00.0% | Unchanged |
| Rhumbline Advisers | 197,291 | $17.4M | 0.02% | −1,587−0.8% | Reduced |
| Summit Partners Public Asset Management, LLC | 183,814 | $16.2M | 0.77% | +183,814 | New |
| Raymond James Financial Services Advisors, Inc. | 152,348 | $13.4M | 0.02% | −1,103−0.7% | Reduced |
| SEI Investments Co | 146,519 | $12.9M | 0.02% | +2,985+2.1% | Added |
| Credit Suisse AG | 144,871 | $12.8M | 0.01% | −5,254−3.5% | Reduced |
| Eagle Asset Management Inc | 144,338 | $12.7M | 0.06% | −44,480−23.6% | Reduced |
| Public Sector Pension Investment Board | 138,225 | $12.2M | 0.09% | −1,710−1.2% | Reduced |
| Royal Bank of Canada | 137,451 | $12.1M | 0.00% | −54,912−28.5% | Reduced |
| Swiss National Bank | 136,325 | $12.0M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 131,243 | $11.6M | 0.00% | −20,708−13.6% | Reduced |
| Natixis Advisors, L.P. | 124,071 | $10.9M | 0.03% | +56,771+84.4% | Added |
| TownSquare Capital, LLC | 123,269 | $10.9M | 0.16% | +9,948+8.8% | Added |
| BNP Paribas Arbitrage, SA | 102,695 | $9.05M | 0.01% | +49,507+93.1% | Added |
| Segall Bryant & Hamill, LLC | 96,427 | $8.50M | 0.16% | −1,362−1.4% | Reduced |
| California Public Employees Retirement System | 96,237 | $8.48M | 0.01% | +14,381+17.6% | Added |
| Public Employees Retirement System of Ohio | 85,890 | $7.57M | 0.03% | −8,757−9.3% | Reduced |
| Navellier & Associates Inc | 84,464 | $7.44M | 0.92% | −3,769−4.3% | Reduced |
| Alliancebernstein L.P. | 84,453 | $7.44M | 0.00% | −4,740−5.3% | Reduced |
| First Trust Advisors LP | 84,334 | $7.43M | 0.01% | +30,731+57.3% | Added |
| Raymond James & Associates | 76,843 | $6.77M | 0.00% | −20,806−21.3% | Reduced |
| Prudential Financial Inc | 75,591 | $6.66M | 0.01% | −2,017−2.6% | Reduced |
| Erste Asset Management GmbH | 75,551 | $6.61M | 0.09% | +2,090+2.8% | Added |
| Neuberger Berman Group LLC | 74,114 | $6.53M | 0.01% | +7,472+11.2% | Added |
| Bahl & Gaynor Inc | 69,634 | $6.13M | 0.03% | +5,153+8.0% | Added |
| Barclays PLC | 69,134 | $6.09M | 0.00% | −46,086−40.0% | Reduced |
| California State Teachers Retirement System | 68,957 | $6.08M | 0.01% | −3,816−5.2% | Reduced |
| UBS Asset Management Americas Inc | 67,580 | $5.95M | 0.00% | +499+0.7% | Added |
| Chatham Capital Group, Inc. | 66,545 | $5.86M | 1.08% | +6,640+11.1% | Added |
| Sandler Capital Management | 66,025 | $5.82M | 0.71% | −86,260−56.6% | Reduced |
| Stifel Financial Corp | 63,839 | $5.62M | 0.01% | +2,385+3.9% | Added |
| Capital International Investors | 63,180 | $5.57M | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 62,704 | $5.52M | 0.04% | +8,261+15.2% | Added |
| EAM Investors, LLC | 62,621 | $5.52M | 0.87% | +62,621 | New |
| Victory Capital Management Inc | 61,758 | $5.44M | 0.01% | −3,790−5.8% | Reduced |
| Daiwa Securities Group Inc. | 61,388 | $5.41M | 0.03% | −18,200−22.9% | Reduced |
| Great West Life Assurance Co | 60,407 | $5.31M | 0.01% | −7,938−11.6% | Reduced |
| ExodusPoint Capital Management, LP | 59,882 | $5.28M | 0.07% | +54,162+946.9% | Added |
| Texas Permanent School Fund | 59,017 | $5.20M | 0.04% | +765+1.3% | Added |
| Janus Henderson Group PLC | 58,898 | $5.19M | 0.00% | +26,141+79.8% | Added |
| Thrivent Financial for Lutherans | 58,500 | $5.15M | 0.01% | −1,588−2.6% | Reduced |
| EAM Global Investors LLC | 58,024 | $5.11M | 1.18% | +58,024 | New |
| Citadel Advisors LLC | 56,337 | $4.96M | 0.00% | −18,558−24.8% | Reduced |
| UBS Group AG | 54,171 | $4.77M | 0.00% | −9,807−15.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 53,659 | $4.73M | 0.01% | −670−1.2% | Reduced |
| Mitchell Capital Management Co | 53,287 | $4.69M | 0.90% | +53,287 | New |
| US Bancorp | 52,273 | $4.61M | 0.01% | −688−1.3% | Reduced |
| Citigroup Inc | 52,168 | $4.60M | 0.00% | −53,317−50.5% | Reduced |
| PDT Partners, LLC | 50,532 | $4.45M | 0.42% | +4,451+9.7% | Added |
| Man Group plc | 48,761 | $4.30M | 0.01% | +13,434+38.0% | Added |
| Oberweis Asset Management Inc | 48,400 | $4.26M | 0.31% | +12,100+33.3% | Added |
| Ferguson Wellman Capital Management, Inc | 47,980 | $4.23M | 0.09% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 47,734 | $4.21M | 0.02% | −13,994−22.7% | Reduced |
| Jump Financial, LLC | 44,136 | $3.89M | 0.11% | −6,864−13.5% | Reduced |
| 11 Capital Partners LP | 42,533 | $3.75M | 1.64% | −86,427−67.0% | Reduced |
| Azzad Asset Management Inc | 41,925 | $3.69M | 0.43% | −11,423−21.4% | Reduced |
| State of New Jersey Common Pension Fund D | 41,192 | $3.63M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 41,085 | $3.62M | 0.04% | −400−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 39,874 | $3.51M | 0.05% | +958+2.5% | Added |
| TD Asset Management Inc | 39,264 | $3.46M | 0.00% | +15,600+65.9% | Added |
| Deutsche Bank AG | 38,398 | $3.38M | 0.00% | −117,287−75.3% | Reduced |
| Manufacturers Life Insurance Company, The | 37,910 | $3.34M | 0.00% | +2,621+7.4% | Added |
| Renaissance Technologies LLC | 37,635 | $3.32M | 0.01% | +37,635 | New |