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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 6,260 | $551.5K | 0.32% | +6,260 | New |
| STRS Ohio | 6,200 | $546.0K | 0.00% | −400−6.1% | Reduced |
| Quantinno Capital Management LP | 6,077 | $535.0K | 0.01% | +287+5.0% | Added |
| Arrowstreet Capital, Limited Partnership | 5,983 | $527.0K | 0.00% | +5,983 | New |
| Guidance Capital, Inc | 5,966 | $519.9K | 0.19% | +1,213+25.5% | Added |
| David Loasby | 5,801 | $519.7K | 0.05% | +973+20.2% | Added |
| O'Shaughnessy Asset Management, LLC | 5,881 | $518.1K | 0.01% | +5,881 | New |
| Verition Fund Management LLC | 5,691 | $501.4K | 0.00% | +1,040+22.4% | Added |
| D. E. Shaw & Co., Inc. | 5,646 | $497.4K | 0.00% | −17,833−76.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,581 | $491.7K | 0.00% | −3,474−38.4% | Reduced |
| Atom Investors LP | 5,511 | $485.5K | 0.06% | −2,538−31.5% | Reduced |
| Belpointe Asset Management LLC | 5,300 | $467.0K | 0.03% | +220+4.3% | Added |
| Aviva PLC | 5,120 | $451.1K | 0.00% | +5,120 | New |
| Crossmark Global Holdings, Inc. | 5,092 | $449.0K | 0.01% | +41+0.8% | Added |
| Cetera Investment Advisers | 5,007 | $441.0K | 0.00% | +5,007 | New |
| Federation des caisses Desjardins du Quebec | 5,867 | $434.3K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,875 | $429.0K | 0.03% | +4,875 | New |
| Entropy Technologies, LP | 4,805 | $423.3K | 0.05% | +4,805 | New |
| Global Retirement Partners, LLC | 4,665 | $411.0K | 0.02% | −46−1.0% | Reduced |
| Tevis Investment Management | 4,481 | $394.8K | 0.34% | −71−1.6% | Reduced |
| Lindenwold Advisors | 4,438 | $391.0K | 0.21% | −1,290−22.5% | Reduced |
| Baird Financial Group, Inc. | 4,429 | $390.2K | 0.00% | +389+9.6% | Added |
| Aquatic Capital Management LLC | 4,300 | $378.8K | 0.01% | +700+19.4% | Added |
| City Center Advisors, LLC | 4,259 | $375.6K | 0.44% | +4,259 | New |
| Evergreen Capital Management LLC | 4,179 | $368.2K | 0.01% | +184+4.6% | Added |
| Cerity Partners LLC | 4,133 | $364.1K | 0.00% | +4,133 | New |
| Xponance, Inc. | 4,109 | $362.0K | 0.00% | −9−0.2% | Reduced |
| CWM Advisors, LLC | 4,095 | $360.8K | 0.04% | −1,100−21.2% | Reduced |
| Quadrant Capital Group LLC | 4,094 | $360.7K | 0.03% | +174+4.4% | Added |
| XTX Topco Ltd | 4,051 | $356.9K | 0.05% | +4,051 | New |
| Mackenzie Financial Corp | 3,909 | $344.4K | 0.00% | −62−1.6% | Reduced |
| Profund Advisors LLC | 3,888 | $342.5K | 0.01% | −151−3.7% | Reduced |
| Park Avenue Securities LLC | 3,857 | $340.0K | 0.00% | +837+27.7% | Added |
| Alpha Cubed Investments, LLC | 3,772 | $332.3K | 0.02% | +172+4.8% | Added |
| Cynosure Management, LLC | 3,763 | $331.5K | 0.06% | +3,763 | New |
| Trust Co of Oklahoma | 3,670 | $323.3K | 0.11% | −174−4.5% | Reduced |
| Metropolitan Life Insurance Co | 3,558 | $313.5K | 0.01% | −343−8.8% | Reduced |
| Bridgefront Capital, LLC | 3,480 | $306.6K | 0.23% | +3,480 | New |
| Marco Investment Management LLC | 3,479 | $306.5K | 0.03% | −1,160−25.0% | Reduced |
| Wallace Advisory Group, LLC | 3,976 | $293.7K | 0.22% | +38+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,309 | $291.5K | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,300 | $290.7K | 0.00% | +3,300 | New |
| AlphaStar Capital Management, LLC | 3,224 | $284.0K | 0.03% | −1,095−25.4% | Reduced |
| Bayesian Capital Management, LP | 3,194 | $281.4K | 0.03% | +3,194 | New |
| National Asset Management, Inc. | 4,913 | $279.4K | 0.01% | +191+4.0% | Added |
| Advisory Services Network, LLC | 3,171 | $279.4K | 0.01% | +8+0.3% | Added |
| HBK Sorce Advisory LLC | 3,135 | $276.2K | 0.01% | −108−3.3% | Reduced |
| CAPROCK Group, Inc. | 3,119 | $274.9K | 0.02% | −5−0.2% | Reduced |
| Gibraltar Capital Management, Inc. | 3,061 | $269.7K | 0.13% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,029 | $266.9K | 0.01% | +210+7.4% | Added |
| FirstPurpose Wealth LLC | 2,988 | $262.5K | 0.10% | +148+5.2% | Added |
| Shelton Capital Management | 2,972 | $261.8K | 0.01% | −168−5.4% | Reduced |
| 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 |
| Prime Capital Investment Advisors, LLC | 2,764 | $243.5K | 0.00% | +2,764 | New |
| Sequoia Financial Advisors, LLC | 2,731 | $240.6K | 0.00% | +21+0.8% | Added |
| Vawter Financial, Ltd. | 2,710 | $238.8K | 0.17% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,600 | $229.1K | 0.02% | +2,600 | New |
| Intellectus Partners, LLC | 2,523 | $222.3K | 0.06% | −930−26.9% | Reduced |
| Journey Strategic Wealth LLC | 2,449 | $215.8K | 0.01% | +2,449 | New |
| Sherbrooke Park Advisers LLC | 2,415 | $212.8K | 0.04% | +2,415 | New |
| Diversify Advisory Services, LLC | 2,418 | $212.8K | 0.01% | +2,418 | 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 |
| Great Valley Advisor Group, Inc. | 2,402 | $211.6K | 0.01% | +2,402 | New |
| Keebeck Wealth Management, LLC | 2,357 | $207.7K | 0.03% | +2,357 | New |
| Sound View Wealth Advisors Group, LLC | 2,283 | $201.1K | 0.02% | +2,283 | New |
| EntryPoint Capital, LLC | 2,235 | $196.9K | 0.18% | +957+74.9% | Added |
| KBC Group NV | 1,638 | $144.0K | 0.00% | +20+1.2% | Added |
| Smartleaf Asset Management LLC | 1,625 | $140.9K | 0.03% | +6+0.4% | Added |
| Acropolis Investment Management, LLC | 1,521 | $134.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,419 | $125.0K | 0.00% | −323−18.5% | Reduced |
| Pacer Advisors, Inc. | 1,327 | $116.9K | 0.00% | +985+288.0% | Added |
| Huntington National Bank | 1,128 | $99.4K | 0.00% | +133+13.4% | Added |
| Archer Investment Corp | 1,125 | $99.1K | 0.03% | +1,125 | New |
| Pinnacle Financial Partners Inc | 1,125 | $99.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,123 | $98.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 743 | $65.5K | 0.00% | +41+5.8% | Added |
| Harbour Investments, Inc. | 706 | $62.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 692 | $61.0K | 0.00% | +692 | New |
| GAMMA Investing LLC | 690 | $60.8K | 0.01% | +181+35.6% | Added |
| Ci Investments Inc. | 672 | $59.0K | 0.00% | +118+21.3% | Added |
| CWM, LLC | 670 | $59.0K | 0.00% | +312+87.2% | Added |
| Tower Research Capital LLC (TRC) | 432 | $38.1K | 0.00% | −21,835−98.1% | Reduced |
| Signaturefd, LLC | 375 | $33.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 321 | $28.3K | 0.00% | +11+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 322 | $28.0K | 0.00% | −1,500−82.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 315 | $27.8K | 0.00% | +222+238.7% | Added |
| Parallel Advisors, LLC | 304 | $26.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $26.0K | 0.02% | +300 | New |
| Hollencrest Capital Management | 255 | $22.5K | 0.00% | −127−33.2% | Reduced |
| EverSource Wealth Advisors, LLC | 230 | $21.6K | 0.00% | +83+56.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 213 | $18.8K | 0.01% | +213 | New |
| Catalyst Funds Management Pty Ltd | 200 | $17.6K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 160 | $14.1K | 0.00% | +3+1.9% | Added |
| Wolff Wiese Magana LLC | 133 | $11.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 119 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.63K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $8.55K | 0.00% | 00.0% | Unchanged |