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, Q2 2024
Institutional positions in Aaon, Inc. as of Jun 30, 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
- 361
- +33 vs. Q1 2024
- Shares held
- 58.9M
- +945.5K (+1.6%) vs. Q1 2024
- Total value
- $5.13B
- +$31.0M (+0.6%) vs. Q1 2024
- New holders
- 89
- 124 more added
- Sold out
- 56
- 107 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abich Financial Wealth Management LLC | 1 | $87 | 0.00% | +1 | New |
| Opal Wealth Advisors, LLC | 7 | $611 | 0.00% | +7 | New |
| Larson Financial Group LLC | 8 | $698 | 0.00% | +8 | New |
| Institutional & Family Asset Management, LLC | 11 | $960 | 0.00% | +11 | New |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 12 | $1.05K | 0.00% | −36−75.0% | Reduced |
| Rise Advisors, LLC | 13 | $1.17K | 0.00% | −10−43.5% | Reduced |
| Bell Investment Advisors, Inc | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.31K | 0.00% | +10+200.0% | Added |
| SJS Investment Consulting Inc. | 16 | $1.40K | 0.00% | −8−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $1.40K | 0.00% | −4−20.0% | Reduced |
| Principal Securities, Inc. | 19 | $1.66K | 0.00% | −24−55.8% | Reduced |
| Mather Group, LLC. | 26 | $2.29K | 0.00% | +9+52.9% | Added |
| First Pacific Financial | 27 | $2.36K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 30 | $2.62K | 0.00% | −16−34.8% | Reduced |
| Valued Wealth Advisors LLC | 30 | $2.62K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.63K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 34 | $2.97K | 0.00% | +34 | New |
| LGT Financial Advisors LLC | 35 | $3.05K | 0.01% | +35 | New |
| Innealta Capital, LLC | 36 | $3.14K | 0.00% | +36 | New |
| MCF Advisors LLC | 38 | $3.32K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 42 | $3.67K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $4.01K | 0.00% | +16+53.3% | Added |
| Triad Wealth Partners, LLC | 47 | $4.10K | 0.00% | +47 | New |
| Colonial Trust Co | 48 | $4.16K | 0.00% | +9+23.1% | Added |
| Versant Capital Management, Inc | 49 | $4.28K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $4.36K | 0.00% | −265−84.1% | Reduced |
| Beacon Capital Management, LLC | 51 | $4.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 67 | $5.85K | 0.00% | −3−4.3% | Reduced |
| Itau Unibanco Holding S.A. | 71 | $6.19K | 0.00% | +71 | New |
| Ashton Thomas Private Wealth, LLC | 89 | $7.72K | 0.00% | +89 | New |
| SRS Capital Advisors, Inc. | 89 | $7.76K | 0.00% | +89 | New |
| Lindbrook Capital, LLC | 92 | $8.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 95 | $8.29K | 0.00% | +34+55.7% | Added |
| Key Financial Inc | 97 | $8.46K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.55K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 98 | $8.63K | 0.00% | +98 | New |
| Bessemer Group Inc | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 133 | $11.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 155 | $13.5K | 0.00% | −5−3.1% | Reduced |
| Tucker Asset Management LLC | 205 | $17.9K | 0.00% | +205 | New |
| Farther Finance Advisors, LLC | 217 | $18.1K | 0.00% | +98+82.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 218 | $19.0K | 0.00% | −324,894−99.9% | Reduced |
| SYSTM Wealth Solutions LLC | 219 | $19.1K | 0.00% | −7,472−97.2% | Reduced |
| Advisors Asset Management, Inc. | 237 | $20.7K | 0.00% | +237 | New |
| Clearstead Advisors, LLC | 250 | $21.8K | 0.00% | +250 | New |
| EverSource Wealth Advisors, LLC | 251 | $22.2K | 0.00% | +21+9.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 322 | $28.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 342 | $28.6K | 0.00% | +342 | New |
| Financial Network Wealth Advisors LLC | 338 | $29.4K | 0.02% | +338 | New |
| Huntington National Bank | 394 | $34.4K | 0.00% | −734−65.1% | Reduced |
| Crewe Advisors LLC | 398 | $34.7K | 0.00% | +398 | New |
| Painted Porch Advisors LLC | 428 | $37.3K | 0.02% | +428 | New |
| Parallel Advisors, LLC | 449 | $39.2K | 0.00% | +145+47.7% | Added |
| Allworth Financial LP | 459 | $39.9K | 0.00% | +138+43.0% | Added |
| Signaturefd, LLC | 613 | $53.5K | 0.00% | +238+63.5% | Added |
| Harbour Investments, Inc. | 706 | $61.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 745 | $65.0K | 0.01% | +55+8.0% | Added |
| CWM, LLC | 777 | $68.0K | 0.00% | +107+16.0% | Added |
| Exchange Traded Concepts, LLC | 783 | $68.3K | 0.00% | +91+13.2% | Added |
| First Horizon Advisors, Inc. | 793 | $69.2K | 0.00% | +50+6.7% | Added |
| Ci Investments Inc. | 805 | $70.0K | 0.00% | +133+19.8% | Added |
| RiverPark Advisors, LLC | 886 | $77.3K | 0.06% | +886 | New |
| CVA Family Office, LLC | 1,123 | $98.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,125 | $98.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,125 | $99.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,430 | $124.8K | 0.00% | +11+0.8% | Added |
| Acropolis Investment Management, LLC | 1,521 | $132.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,638 | $143.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,655 | $144.4K | 0.07% | −580−26.0% | Reduced |
| Group One Trading, L.P. | 1,689 | $147.3K | 0.00% | +1,689 | New |
| Headlands Technologies LLC | 1,706 | $148.8K | 0.02% | +1,706 | New |
| Fifth Third Wealth Advisors LLC | 2,151 | $187.7K | 0.01% | +2,151 | New |
| Smartleaf Asset Management LLC | 2,224 | $192.8K | 0.03% | +599+36.9% | Added |
| Covestor Ltd | 2,310 | $202.0K | 0.13% | −101−4.2% | Reduced |
| TCG Advisory Services, LLC | 2,333 | $203.5K | 0.01% | −696−23.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,339 | $204.1K | 0.00% | −3,242−58.1% | Reduced |
| Keebeck Wealth Management, LLC | 2,357 | $205.6K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,379 | $207.5K | 0.00% | −385−13.9% | Reduced |
| Axiom Advisory, LLC | 2,548 | $207.8K | 0.00% | +2,548 | New |
| Journey Strategic Wealth LLC | 2,449 | $213.7K | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 2,571 | $224.3K | 0.01% | +2,571 | New |
| Gibraltar Capital Management, Inc. | 2,669 | $232.8K | 0.11% | −392−12.8% | Reduced |
| AlphaStar Capital Management, LLC | 2,688 | $234.5K | 0.02% | −536−16.6% | Reduced |
| Vawter Financial, Ltd. | 2,710 | $236.4K | 0.16% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,722 | $237.5K | 0.00% | +2,722 | New |
| Sound View Wealth Advisors Group, LLC | 2,733 | $238.4K | 0.02% | +450+19.7% | Added |
| Advisory Services Network, LLC | 2,828 | $246.7K | 0.01% | −343−10.8% | Reduced |
| Marco Investment Management LLC | 2,839 | $247.7K | 0.02% | −640−18.4% | Reduced |
| Sanctuary Advisors, LLC | 2,738 | $249.6K | 0.00% | +2,738 | New |
| Diametric Capital, LP | 2,867 | $250.1K | 0.14% | +2,867 | New |
| Strategic Wealth Partners, Ltd. | 2,872 | $250.6K | 0.03% | −9,722−77.2% | Reduced |
| Edgestream Partners, L.P. | 2,882 | $251.4K | 0.01% | +2,882 | New |
| Smith, Moore & Co. | 2,900 | $253.0K | 0.03% | +300+11.5% | Added |
| Danske Bank A/S | 3,000 | $261.7K | 0.00% | +3,000 | New |
| HBK Sorce Advisory LLC | 3,048 | $265.9K | 0.01% | −87−2.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,314 | $278.3K | 0.22% | +3,314 | New |
| CAPROCK Group, Inc. | 3,199 | $279.2K | 0.01% | +80+2.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,222 | $281.1K | 0.00% | +3,222 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,309 | $288.7K | 0.04% | 00.0% | Unchanged |