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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 4,051 | $356.9K | 0.05% | +4,051 | New |
| Quadrant Capital Group LLC | 4,094 | $360.7K | 0.03% | +174+4.4% | Added |
| CWM Advisors, LLC | 4,095 | $360.8K | 0.04% | −1,100−21.2% | Reduced |
| Xponance, Inc. | 4,109 | $362.0K | 0.00% | −9−0.2% | Reduced |
| Cerity Partners LLC | 4,133 | $364.1K | 0.00% | +4,133 | New |
| Evergreen Capital Management LLC | 4,179 | $368.2K | 0.01% | +184+4.6% | Added |
| City Center Advisors, LLC | 4,259 | $375.6K | 0.44% | +4,259 | New |
| Aquatic Capital Management LLC | 4,300 | $378.8K | 0.01% | +700+19.4% | Added |
| Baird Financial Group, Inc. | 4,429 | $390.2K | 0.00% | +389+9.6% | Added |
| Lindenwold Advisors | 4,438 | $391.0K | 0.21% | −1,290−22.5% | Reduced |
| Tevis Investment Management | 4,481 | $394.8K | 0.34% | −71−1.6% | Reduced |
| Global Retirement Partners, LLC | 4,665 | $411.0K | 0.02% | −46−1.0% | Reduced |
| Entropy Technologies, LP | 4,805 | $423.3K | 0.05% | +4,805 | New |
| Gsa Capital Partners LLP | 4,875 | $429.0K | 0.03% | +4,875 | New |
| Federation des caisses Desjardins du Quebec | 5,867 | $434.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,007 | $441.0K | 0.00% | +5,007 | New |
| Crossmark Global Holdings, Inc. | 5,092 | $449.0K | 0.01% | +41+0.8% | Added |
| Aviva PLC | 5,120 | $451.1K | 0.00% | +5,120 | New |
| Belpointe Asset Management LLC | 5,300 | $467.0K | 0.03% | +220+4.3% | Added |
| Atom Investors LP | 5,511 | $485.5K | 0.06% | −2,538−31.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,581 | $491.7K | 0.00% | −3,474−38.4% | Reduced |
| D. E. Shaw & Co., Inc. | 5,646 | $497.4K | 0.00% | −17,833−76.0% | Reduced |
| Verition Fund Management LLC | 5,691 | $501.4K | 0.00% | +1,040+22.4% | Added |
| O'Shaughnessy Asset Management, LLC | 5,881 | $518.1K | 0.01% | +5,881 | New |
| David Loasby | 5,801 | $519.7K | 0.05% | +973+20.2% | Added |
| Guidance Capital, Inc | 5,966 | $519.9K | 0.19% | +1,213+25.5% | Added |
| Arrowstreet Capital, Limited Partnership | 5,983 | $527.0K | 0.00% | +5,983 | New |
| Quantinno Capital Management LP | 6,077 | $535.0K | 0.01% | +287+5.0% | Added |
| STRS Ohio | 6,200 | $546.0K | 0.00% | −400−6.1% | Reduced |
| Gibbs Wealth Management | 6,260 | $551.5K | 0.32% | +6,260 | New |
| Advisor Group Holdings, Inc. | 6,362 | $560.6K | 0.00% | −4,116−39.3% | Reduced |
| Franklin Resources Inc | 6,587 | $580.3K | 0.00% | +6,587 | New |
| Captrust Financial Advisors | 6,600 | $581.5K | 0.00% | −5,651−46.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,847 | $603.2K | 0.02% | 00.0% | Unchanged |
| Cim, LLC | 6,976 | $614.6K | 0.09% | +16+0.2% | Added |
| State of Wyoming | 7,130 | $628.2K | 0.10% | +3,559+99.7% | Added |
| Capital Impact Advisors, LLC | 7,287 | $642.0K | 0.83% | +158+2.2% | Added |
| JustInvest LLC | 7,344 | $647.0K | 0.01% | +381+5.5% | Added |
| Greenwood Capital Associates LLC | 7,386 | $650.7K | 0.09% | −147−2.0% | Reduced |
| AXA S.A. | 7,500 | $660.8K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 7,593 | $668.9K | 0.27% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 7,691 | $677.5K | 0.09% | +7,449+3,078.1% | Added |
| Pathstone Holdings, LLC | 7,850 | $691.6K | 0.00% | +2,733+53.4% | Added |
| HighTower Advisors, LLC | 7,964 | $699.0K | 0.00% | −15,870−66.6% | Reduced |
| First National Bank of Hutchinson | 8,126 | $715.9K | 0.48% | +8,126 | New |
| CI Private Wealth, LLC | 8,413 | $741.2K | 0.00% | −58−0.7% | Reduced |
| Peterson Wealth Services | 8,442 | $743.8K | 0.27% | +5,164+157.5% | Added |
| Source Financial Advisors LLC | 8,545 | $752.8K | 0.23% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,591 | $756.7K | 0.00% | +349+4.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $757.7K | 0.00% | −700−7.5% | Reduced |
| PEAK6 Investments LLC | 8,790 | $774.4K | 0.04% | −6,041−40.7% | Reduced |
| Alliance Wealth Advisors, LLC | 8,838 | $778.6K | 0.23% | −176−2.0% | Reduced |
| Gitterman Wealth Management, LLC | 9,000 | $792.9K | 0.31% | −18,000−66.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,038 | $796.0K | 0.00% | −772−7.9% | Reduced |
| Cresset Asset Management, LLC | 9,081 | $800.1K | 0.00% | −43−0.5% | Reduced |
| Westfield Capital Management Co LP | 9,630 | $848.4K | 0.00% | −543,915−98.3% | Reduced |
| HSBC Holdings PLC | 9,749 | $858.5K | 0.00% | +9,749 | New |
| Schonfeld Strategic Advisors LLC | 10,100 | $889.8K | 0.01% | +10,100 | New |
| Guggenheim Capital LLC | 10,105 | $890.3K | 0.01% | −478−4.5% | Reduced |
| Bank of Montreal | 10,579 | $932.0K | 0.00% | +673+6.8% | Added |
| Legacy Wealth Asset Management, LLC | 10,604 | $934.2K | 0.26% | +776+7.9% | Added |
| Precision Wealth Strategies, LLC | 11,031 | $971.9K | 0.92% | −341−3.0% | Reduced |
| Jane Street Group, LLC | 11,100 | $977.9K | 0.00% | −96,238−89.7% | Reduced |
| Inspire Advisors, LLC | 11,278 | $993.6K | 0.14% | +85+0.8% | Added |
| Northstar Group, Inc. | 11,325 | $997.7K | 0.20% | +11,325 | New |
| Mariner, LLC | 11,452 | $1.01M | 0.00% | +162+1.4% | Added |
| Nisa Investment Advisors, LLC | 11,525 | $1.02M | 0.01% | +290+2.6% | Added |
| Susquehanna International Group, LLP | 11,567 | $1.02M | 0.00% | −23,957−67.4% | Reduced |
| Mutual of America Capital Management LLC | 11,617 | $1.02M | 0.01% | −186−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,668 | $1.03M | 0.01% | +2,030+21.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,689 | $1.03M | 0.00% | −627−5.1% | Reduced |
| AQR Capital Management LLC | 11,808 | $1.04M | 0.00% | −1,322−10.1% | Reduced |
| UniSuper Management Pty Ltd | 12,258 | $1.08M | 0.01% | +12,258 | New |
| Strategic Wealth Partners, Ltd. | 12,594 | $1.11M | 0.12% | −61,937−83.1% | Reduced |
| ProShare Advisors LLC | 13,656 | $1.20M | 0.00% | +940+7.4% | Added |
| Baker Tilly Wealth Management, LLC | 13,711 | $1.21M | 0.22% | +267+2.0% | Added |
| Semanteon Capital Management, LP | 14,205 | $1.25M | 0.80% | +10,255+259.6% | Added |
| Creative Planning | 14,496 | $1.28M | 0.00% | +2,445+20.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,563 | $1.28M | 0.01% | +11+0.1% | Added |
| State of Wisconsin Investment Board | 14,603 | $1.29M | 0.00% | +2,943+25.2% | Added |
| Everence Capital Management Inc | 14,805 | $1.30M | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,238 | $1.34M | 0.01% | −2,095−12.1% | Reduced |
| Toroso Investments, LLC | 15,428 | $1.36M | 0.02% | +10,922+242.4% | Added |
| GWM Advisors LLC | 15,924 | $1.40M | 0.01% | +850+5.6% | Added |
| Ascent Wealth Partners, LLC | 16,514 | $1.41M | 0.21% | +995+6.4% | Added |
| Norden Group LLC | 16,847 | $1.48M | 0.30% | +5,550+49.1% | Added |
| State Board of Administration of Florida Retirement System | 15,446 | $1.49M | 0.00% | −3,903−20.2% | Reduced |
| Occudo Quantitative Strategies LP | 17,049 | $1.50M | 0.26% | +6,672+64.3% | Added |
| Janney Montgomery Scott LLC | 17,258 | $1.52M | 0.00% | +8,613+99.6% | Added |
| Olistico Wealth, LLC | 17,848 | $1.57M | 1.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 17,865 | $1.57M | 0.29% | +1,172+7.0% | Added |
| Oregon Public Employees Retirement Fund | 18,060 | $1.59M | 0.03% | −1,668−8.5% | Reduced |
| RMB Capital Management, LLC | 18,403 | $1.62M | 0.04% | +5,002+37.3% | Added |
| Parcion Private Wealth LLC | 18,516 | $1.63M | 0.14% | 00.0% | Unchanged |
| Duality Advisers, LP | 18,571 | $1.64M | 0.16% | +1,517+8.9% | Added |
| Arizona State Retirement System | 18,979 | $1.67M | 0.01% | −358−1.9% | Reduced |
| Teacher Retirement System of Texas | 19,334 | $1.70M | 0.01% | −2,618−11.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,005 | $1.76M | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 20,791 | $1.83M | 0.21% | −389−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,392 | $1.84M | 0.00% | −13,195−40.5% | Reduced |