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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.

Institutional holdersQ1 2024: 330 institutions
Q1 2021: 210 institutionsQ2 2021: 207 institutionsQ3 2021: 206 institutionsQ4 2021: 213 institutionsQ1 2022: 205 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 252 institutionsQ1 2023: 278 institutionsQ2 2023: 303 institutionsQ3 2023: 292 institutionsQ4 2023: 303 institutionsQ1 2024: 330 institutionsQ2 2024: 361 institutionsQ3 2024: 382 institutionsQ4 2024: 422 institutionsQ1 2025: 384 institutionsQ2 2025: 393 institutionsQ3 2025: 404 institutionsQ4 2025: 401 institutionsQ1 2026: 402 institutionsQ2 2026: 474 institutions
Value heldQ1 2024: $5.12B
Q1 2021: $2.62BQ2 2021: $2.30BQ3 2021: $2.40BQ4 2021: $2.98BQ1 2022: $2.11BQ2 2022: $2.08BQ3 2022: $2.04BQ4 2022: $2.80BQ1 2023: $3.72BQ2 2023: $3.71BQ3 2023: $3.28BQ4 2023: $4.28BQ1 2024: $5.12BQ2 2024: $5.13BQ3 2024: $6.33BQ4 2024: $6.83BQ1 2025: $4.78BQ2 2025: $4.67BQ3 2025: $6.80BQ4 2025: $5.61BQ1 2026: $5.77BQ2 2026: $8.26B
Institutions holding AAON and their total value by quarter
QuarterHoldersValue
Q2 2026474$8.26B
Q1 2026402$5.77B
Q4 2025401$5.61B
Q3 2025404$6.80B
Q2 2025393$4.67B
Q1 2025384$4.78B
Q4 2024422$6.83B
Q3 2024382$6.33B
Q2 2024361$5.13B
Q1 2024330$5.12B
Q4 2023303$4.28B
Q3 2023292$3.28B
Q2 2023303$3.71B
Q1 2023278$3.72B
Q4 2022252$2.80B
Q3 2022220$2.04B
Q2 2022204$2.08B
Q1 2022205$2.11B
Q4 2021213$2.98B
Q3 2021206$2.40B
Q2 2021207$2.30B
Q1 2021210$2.62B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2023.

Institutions holding AAON in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC92$8.11K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.80$7.05K0.00%−10−11.1%Reduced
Steward Partners Investment Advisory, LLC78$6.87K0.00%−694−89.9%Reduced
Macroview Investment Management LLC76$6.72K0.01%00.0%Unchanged
Venturi Wealth Management, LLC70$6.17K0.00%00.0%Unchanged
Private Trust Co NA61$5.37K0.00%+16+35.6%Added
Point72 (DIFC) Ltd55$4.88K0.00%+55New
Beacon Capital Management, LLC51$4.49K0.00%+51New
Versant Capital Management, Inc49$4.32K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co48$4.23K0.00%+48New
Farmers & Merchants Investments Inc46$4.05K0.00%00.0%Unchanged
Principal Securities, Inc.43$3.79K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC42$3.70K0.00%00.0%Unchanged
Colonial Trust Co39$3.38K0.00%00.0%Unchanged
Continuum Advisory, LLC40$3.11K0.00%+40New
Aspect Partners, LLC30$2.65K0.00%00.0%Unchanged
Umb Bank N A30$2.64K0.00%+30New
Valued Wealth Advisors LLC30$2.64K0.00%+30New
Point72 Asia (Singapore) Pte. Ltd.25$2.17K0.00%+25New
SJS Investment Consulting Inc.24$2.12K0.00%+8+50.0%Added
Rise Advisors, LLC23$2.06K0.00%−30−56.6%Reduced
Quarry LP21$1.85K0.00%+21New
DiNuzzo Private Wealth, Inc.20$1.76K0.00%+7+53.8%Added
Bell Investment Advisors, Inc15$1.32K0.00%00.0%Unchanged
Quest Partners LLC15$1.32K0.00%+15New
Mather Group, LLC.17$1.26K0.00%+17New
Parkside Financial Bank & Trust11$9700.00%00.0%Unchanged
Rothschild Investment LLC5$4410.00%+5New
Abound Wealth Management5$4410.00%+5New
Tfo-TDC, LLC3$2640.00%00.0%Unchanged
Adage Capital Partners GP, L.L.C.0$00.00%−255,197−100.0%Sold out
Winton Group Ltd0$00.00%−101,847−100.0%Sold out
HRT Financial LP0$00.00%−43,892−100.0%Sold out
Engineers Gate Manager LP0$00.00%−36,388−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−35,850−100.0%Sold out
Bridgewater Associates, LP0$00.00%−14,840−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−11,524−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−10,043−100.0%Sold out
Algert Global LLC0$00.00%−5,470−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−4,375−100.0%Sold out
nVerses Capital, LLC0$00.00%–Sold out
AE Wealth Management LLC0$00.00%−3,451−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−3,200−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−1,803−100.0%Sold out
First Manhattan Co0$00.00%−1,518−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−535−100.0%Sold out
Penserra Capital Management LLC0$00.00%−448−100.0%Sold out
ORG Partners LLC0$00.00%−342−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−238−100.0%Sold out
Group One Trading, L.P.0$00.00%−200−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−181−100.0%Sold out
West Paces Advisors Inc.0$00.00%−52−100.0%Sold out
Gradient Investments LLC0$00.00%−39−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−13−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−4−100.0%Sold out
Putnam Investments LLC––––Not filed
DFPG Investments, LLC––––Not filed
Bridgecreek Investment Management, LLC––––Not filed