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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $441 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $441 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 11 | $970 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $1.26K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 15 | $1.32K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.76K | 0.00% | +7+53.8% | Added |
| Quarry LP | 21 | $1.85K | 0.00% | +21 | New |
| Rise Advisors, LLC | 23 | $2.06K | 0.00% | −30−56.6% | Reduced |
| SJS Investment Consulting Inc. | 24 | $2.12K | 0.00% | +8+50.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 25 | $2.17K | 0.00% | +25 | New |
| Umb Bank N A | 30 | $2.64K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 30 | $2.64K | 0.00% | +30 | New |
| Aspect Partners, LLC | 30 | $2.65K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 40 | $3.11K | 0.00% | +40 | New |
| Colonial Trust Co | 39 | $3.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $3.70K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 43 | $3.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $4.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 48 | $4.23K | 0.00% | +48 | New |
| Versant Capital Management, Inc | 49 | $4.32K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $4.49K | 0.00% | +51 | New |
| Point72 (DIFC) Ltd | 55 | $4.88K | 0.00% | +55 | New |
| Private Trust Co NA | 61 | $5.37K | 0.00% | +16+35.6% | Added |
| Venturi Wealth Management, LLC | 70 | $6.17K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 76 | $6.72K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 78 | $6.87K | 0.00% | −694−89.9% | Reduced |
| Hillsdale Investment Management Inc. | 80 | $7.05K | 0.00% | −10−11.1% | Reduced |
| Lindbrook Capital, LLC | 92 | $8.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $8.55K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.63K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 119 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 133 | $11.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 160 | $14.1K | 0.00% | +3+1.9% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $17.6K | 0.00% | +200 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 213 | $18.8K | 0.01% | +213 | New |
| EverSource Wealth Advisors, LLC | 230 | $21.6K | 0.00% | +83+56.5% | Added |
| Hollencrest Capital Management | 255 | $22.5K | 0.00% | −127−33.2% | Reduced |
| FNY Investment Advisers, LLC | 300 | $26.0K | 0.02% | +300 | New |
| Parallel Advisors, LLC | 304 | $26.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 315 | $27.8K | 0.00% | +222+238.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 322 | $28.0K | 0.00% | −1,500−82.3% | Reduced |
| Allworth Financial LP | 321 | $28.3K | 0.00% | +11+3.5% | Added |
| Signaturefd, LLC | 375 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 432 | $38.1K | 0.00% | −21,835−98.1% | Reduced |
| Ci Investments Inc. | 672 | $59.0K | 0.00% | +118+21.3% | Added |
| CWM, LLC | 670 | $59.0K | 0.00% | +312+87.2% | Added |
| GAMMA Investing LLC | 690 | $60.8K | 0.01% | +181+35.6% | Added |
| Exchange Traded Concepts, LLC | 692 | $61.0K | 0.00% | +692 | New |
| Harbour Investments, Inc. | 706 | $62.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 743 | $65.5K | 0.00% | +41+5.8% | Added |
| CVA Family Office, LLC | 1,123 | $98.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,125 | $99.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,125 | $99.1K | 0.03% | +1,125 | New |
| Huntington National Bank | 1,128 | $99.4K | 0.00% | +133+13.4% | Added |
| Pacer Advisors, Inc. | 1,327 | $116.9K | 0.00% | +985+288.0% | Added |
| Fifth Third Bancorp | 1,419 | $125.0K | 0.00% | −323−18.5% | Reduced |
| Acropolis Investment Management, LLC | 1,521 | $134.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,625 | $140.9K | 0.03% | +6+0.4% | Added |
| KBC Group NV | 1,638 | $144.0K | 0.00% | +20+1.2% | Added |
| EntryPoint Capital, LLC | 2,235 | $196.9K | 0.18% | +957+74.9% | Added |
| Sound View Wealth Advisors Group, LLC | 2,283 | $201.1K | 0.02% | +2,283 | New |
| Keebeck Wealth Management, LLC | 2,357 | $207.7K | 0.03% | +2,357 | New |
| Great Valley Advisor Group, Inc. | 2,402 | $211.6K | 0.01% | +2,402 | New |
| Covestor Ltd | 2,411 | $212.0K | 0.13% | −419−14.8% | Reduced |
| SG Americas Securities, LLC | 2,408 | $212.0K | 0.00% | +2,408 | New |
| Diversify Advisory Services, LLC | 2,418 | $212.8K | 0.01% | +2,418 | New |
| Sherbrooke Park Advisers LLC | 2,415 | $212.8K | 0.04% | +2,415 | New |
| Journey Strategic Wealth LLC | 2,449 | $215.8K | 0.01% | +2,449 | New |
| Intellectus Partners, LLC | 2,523 | $222.3K | 0.06% | −930−26.9% | Reduced |
| Smith, Moore & Co. | 2,600 | $229.1K | 0.02% | +2,600 | New |
| Vawter Financial, Ltd. | 2,710 | $238.8K | 0.17% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,731 | $240.6K | 0.00% | +21+0.8% | Added |
| Prime Capital Investment Advisors, LLC | 2,764 | $243.5K | 0.00% | +2,764 | New |
| Hardy Reed LLC | 2,777 | $244.7K | 0.03% | −880−24.1% | Reduced |
| Portfolio Strategies, Inc. | 2,777 | $244.7K | 0.02% | +2,777 | New |
| Shelton Capital Management | 2,972 | $261.8K | 0.01% | −168−5.4% | Reduced |
| FirstPurpose Wealth LLC | 2,988 | $262.5K | 0.10% | +148+5.2% | Added |
| TCG Advisory Services, LLC | 3,029 | $266.9K | 0.01% | +210+7.4% | Added |
| Gibraltar Capital Management, Inc. | 3,061 | $269.7K | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,119 | $274.9K | 0.02% | −5−0.2% | Reduced |
| HBK Sorce Advisory LLC | 3,135 | $276.2K | 0.01% | −108−3.3% | Reduced |
| Advisory Services Network, LLC | 3,171 | $279.4K | 0.01% | +8+0.3% | Added |
| National Asset Management, Inc. | 4,913 | $279.4K | 0.01% | +191+4.0% | Added |
| Bayesian Capital Management, LP | 3,194 | $281.4K | 0.03% | +3,194 | New |
| AlphaStar Capital Management, LLC | 3,224 | $284.0K | 0.03% | −1,095−25.4% | Reduced |
| Point72 Asset Management, L.P. | 3,300 | $290.7K | 0.00% | +3,300 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,309 | $291.5K | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,976 | $293.7K | 0.22% | +38+1.0% | Added |
| Marco Investment Management LLC | 3,479 | $306.5K | 0.03% | −1,160−25.0% | Reduced |
| Bridgefront Capital, LLC | 3,480 | $306.6K | 0.23% | +3,480 | New |
| Metropolitan Life Insurance Co | 3,558 | $313.5K | 0.01% | −343−8.8% | Reduced |
| Trust Co of Oklahoma | 3,670 | $323.3K | 0.11% | −174−4.5% | Reduced |
| Cynosure Management, LLC | 3,763 | $331.5K | 0.06% | +3,763 | New |
| Alpha Cubed Investments, LLC | 3,772 | $332.3K | 0.02% | +172+4.8% | Added |
| Park Avenue Securities LLC | 3,857 | $340.0K | 0.00% | +837+27.7% | Added |
| Profund Advisors LLC | 3,888 | $342.5K | 0.01% | −151−3.7% | Reduced |
| Mackenzie Financial Corp | 3,909 | $344.4K | 0.00% | −62−1.6% | Reduced |