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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 36,866 | $3.25M | 0.01% | −58−0.2% | Reduced |
| American International Group, Inc. | 36,540 | $3.22M | 0.01% | −326−0.9% | Reduced |
| Capital Advisors Inc | 36,244 | $3.19M | 0.07% | −1,044−2.8% | Reduced |
| Russell Investments Group, Ltd. | 35,819 | $3.16M | 0.00% | +1,090+3.1% | Added |
| Zacks Investment Management | 35,383 | $3.12M | 0.03% | +3,792+12.0% | Added |
| MetLife Investment Management | 34,680 | $3.06M | 0.02% | −1,044−2.9% | Reduced |
| Louisiana State Employees Retirement System | 33,400 | $2.94M | 0.06% | −300−0.9% | Reduced |
| Allied Investment Advisors, LLC | 33,100 | $2.92M | 0.70% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 32,839 | $2.89M | 0.11% | +32,839 | New |
| Yousif Capital Management, LLC | 30,576 | $2.69M | 0.03% | −4,122−11.9% | Reduced |
| CenterBook Partners LP | 30,237 | $2.66M | 0.18% | +1,194+4.1% | Added |
| Atria Investments LLC | 28,312 | $2.49M | 0.03% | −1,588−5.3% | Reduced |
| Van Eck Associates Corp | 28,103 | $2.48M | 0.00% | +7,517+36.5% | Added |
| Storebrand Asset Management AS | 27,420 | $2.42M | 0.01% | −1,098−3.9% | Reduced |
| New York State Common Retirement Fund | 27,200 | $2.40M | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 27,157 | $2.39M | 0.18% | 00.0% | Unchanged |
| Marshall Wace, LLP | 26,998 | $2.38M | 0.00% | +26,998 | New |
| Trexquant Investment LP | 26,752 | $2.36M | 0.05% | +26,752 | New |
| American Century Companies Inc | 25,496 | $2.25M | 0.00% | +1,754+7.4% | Added |
| LPL Financial LLC | 24,169 | $2.13M | 0.00% | +7,769+47.4% | Added |
| Voya Investment Management LLC | 24,032 | $2.12M | 0.00% | −111,561−82.3% | Reduced |
| Amundi | 24,676 | $2.10M | 0.00% | +2,516+11.4% | Added |
| M&T Bank Corp | 23,807 | $2.10M | 0.01% | −286−1.2% | Reduced |
| Maryland State Retirement & Pension System | 24,299 | $2.09M | 0.04% | −209−0.9% | Reduced |
| State of Tennessee, Treasury Department | 23,367 | $2.06M | 0.01% | −2,649−10.2% | Reduced |
| New York State Teachers Retirement System | 23,290 | $2.05M | 0.00% | −100−0.4% | Reduced |
| Central Trust Co | 23,259 | $2.05M | 0.05% | +5,871+33.8% | Added |
| Ensign Peak Advisors, Inc | 22,901 | $2.02M | 0.00% | −1,155−4.8% | Reduced |
| CIBC Private Wealth Group, LLC | 21,439 | $1.89M | 0.00% | +75+0.4% | Added |
| Amalgamated Bank | 21,403 | $1.89M | 0.02% | −7,483−25.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,392 | $1.84M | 0.00% | −13,195−40.5% | Reduced |
| Davy Global Fund Management Ltd | 20,791 | $1.83M | 0.21% | −389−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,005 | $1.76M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 19,334 | $1.70M | 0.01% | −2,618−11.9% | Reduced |
| Arizona State Retirement System | 18,979 | $1.67M | 0.01% | −358−1.9% | Reduced |
| Duality Advisers, LP | 18,571 | $1.64M | 0.16% | +1,517+8.9% | Added |
| Parcion Private Wealth LLC | 18,516 | $1.63M | 0.14% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 18,403 | $1.62M | 0.04% | +5,002+37.3% | Added |
| Oregon Public Employees Retirement Fund | 18,060 | $1.59M | 0.03% | −1,668−8.5% | Reduced |
| Portside Wealth Group, LLC | 17,865 | $1.57M | 0.29% | +1,172+7.0% | Added |
| Olistico Wealth, LLC | 17,848 | $1.57M | 1.13% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,258 | $1.52M | 0.00% | +8,613+99.6% | Added |
| Occudo Quantitative Strategies LP | 17,049 | $1.50M | 0.26% | +6,672+64.3% | Added |
| State Board of Administration of Florida Retirement System | 15,446 | $1.49M | 0.00% | −3,903−20.2% | Reduced |
| Norden Group LLC | 16,847 | $1.48M | 0.30% | +5,550+49.1% | Added |
| Ascent Wealth Partners, LLC | 16,514 | $1.41M | 0.21% | +995+6.4% | Added |
| GWM Advisors LLC | 15,924 | $1.40M | 0.01% | +850+5.6% | Added |
| Toroso Investments, LLC | 15,428 | $1.36M | 0.02% | +10,922+242.4% | Added |
| Glenmede Trust Co NA | 15,238 | $1.34M | 0.01% | −2,095−12.1% | Reduced |
| Everence Capital Management Inc | 14,805 | $1.30M | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,603 | $1.29M | 0.00% | +2,943+25.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,563 | $1.28M | 0.01% | +11+0.1% | Added |
| Creative Planning | 14,496 | $1.28M | 0.00% | +2,445+20.3% | Added |
| Semanteon Capital Management, LP | 14,205 | $1.25M | 0.80% | +10,255+259.6% | Added |
| Baker Tilly Wealth Management, LLC | 13,711 | $1.21M | 0.22% | +267+2.0% | Added |
| ProShare Advisors LLC | 13,656 | $1.20M | 0.00% | +940+7.4% | Added |
| Strategic Wealth Partners, Ltd. | 12,594 | $1.11M | 0.12% | −61,937−83.1% | Reduced |
| UniSuper Management Pty Ltd | 12,258 | $1.08M | 0.01% | +12,258 | New |
| AQR Capital Management LLC | 11,808 | $1.04M | 0.00% | −1,322−10.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,689 | $1.03M | 0.00% | −627−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,668 | $1.03M | 0.01% | +2,030+21.1% | Added |
| Mutual of America Capital Management LLC | 11,617 | $1.02M | 0.01% | −186−1.6% | Reduced |
| Susquehanna International Group, LLP | 11,567 | $1.02M | 0.00% | −23,957−67.4% | Reduced |
| Nisa Investment Advisors, LLC | 11,525 | $1.02M | 0.01% | +290+2.6% | Added |
| Mariner, LLC | 11,452 | $1.01M | 0.00% | +162+1.4% | Added |
| Northstar Group, Inc. | 11,325 | $997.7K | 0.20% | +11,325 | New |
| Inspire Advisors, LLC | 11,278 | $993.6K | 0.14% | +85+0.8% | Added |
| Jane Street Group, LLC | 11,100 | $977.9K | 0.00% | −96,238−89.7% | Reduced |
| Precision Wealth Strategies, LLC | 11,031 | $971.9K | 0.92% | −341−3.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,604 | $934.2K | 0.26% | +776+7.9% | Added |
| Bank of Montreal | 10,579 | $932.0K | 0.00% | +673+6.8% | Added |
| Guggenheim Capital LLC | 10,105 | $890.3K | 0.01% | −478−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,100 | $889.8K | 0.01% | +10,100 | New |
| HSBC Holdings PLC | 9,749 | $858.5K | 0.00% | +9,749 | New |
| Westfield Capital Management Co LP | 9,630 | $848.4K | 0.00% | −543,915−98.3% | Reduced |
| Cresset Asset Management, LLC | 9,081 | $800.1K | 0.00% | −43−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 9,038 | $796.0K | 0.00% | −772−7.9% | Reduced |
| Gitterman Wealth Management, LLC | 9,000 | $792.9K | 0.31% | −18,000−66.7% | Reduced |
| Alliance Wealth Advisors, LLC | 8,838 | $778.6K | 0.23% | −176−2.0% | Reduced |
| PEAK6 Investments LLC | 8,790 | $774.4K | 0.04% | −6,041−40.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $757.7K | 0.00% | −700−7.5% | Reduced |
| Pictet Asset Management Holding SA | 8,591 | $756.7K | 0.00% | +349+4.2% | Added |
| Source Financial Advisors LLC | 8,545 | $752.8K | 0.23% | 00.0% | Unchanged |
| Peterson Wealth Services | 8,442 | $743.8K | 0.27% | +5,164+157.5% | Added |
| CI Private Wealth, LLC | 8,413 | $741.2K | 0.00% | −58−0.7% | Reduced |
| First National Bank of Hutchinson | 8,126 | $715.9K | 0.48% | +8,126 | New |
| HighTower Advisors, LLC | 7,964 | $699.0K | 0.00% | −15,870−66.6% | Reduced |
| Pathstone Holdings, LLC | 7,850 | $691.6K | 0.00% | +2,733+53.4% | Added |
| SYSTM Wealth Solutions LLC | 7,691 | $677.5K | 0.09% | +7,449+3,078.1% | Added |
| Cadent Capital Advisors, LLC | 7,593 | $668.9K | 0.27% | 00.0% | Unchanged |
| AXA S.A. | 7,500 | $660.8K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 7,386 | $650.7K | 0.09% | −147−2.0% | Reduced |
| JustInvest LLC | 7,344 | $647.0K | 0.01% | +381+5.5% | Added |
| Capital Impact Advisors, LLC | 7,287 | $642.0K | 0.83% | +158+2.2% | Added |
| State of Wyoming | 7,130 | $628.2K | 0.10% | +3,559+99.7% | Added |
| Cim, LLC | 6,976 | $614.6K | 0.09% | +16+0.2% | Added |
| Ameritas Investment Partners, Inc. | 6,847 | $603.2K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,600 | $581.5K | 0.00% | −5,651−46.1% | Reduced |
| Franklin Resources Inc | 6,587 | $580.3K | 0.00% | +6,587 | New |
| Advisor Group Holdings, Inc. | 6,362 | $560.6K | 0.00% | −4,116−39.3% | Reduced |