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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 3,363 | $293.4K | 0.00% | −72,228−95.6% | Reduced |
| State of Wyoming | 3,378 | $294.7K | 0.05% | −3,752−52.6% | Reduced |
| NBC Securities, Inc. | 3,445 | $300.0K | 0.03% | +3,445 | New |
| Mechanics Bank Trust Department | 3,547 | $309.4K | 0.04% | +3,547 | New |
| Diversify Wealth Management, LLC | 3,642 | $311.3K | 0.04% | +3,642 | New |
| Baker Tilly Wealth Management, LLC | 3,589 | $313.1K | 0.13% | −10,122−73.8% | Reduced |
| Lindenwold Advisors | 3,608 | $314.8K | 0.17% | −830−18.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,633 | $316.9K | 0.00% | +3,633 | New |
| Wallace Advisory Group, LLC | 3,641 | $317.6K | 0.23% | −335−8.4% | Reduced |
| Trust Co of Oklahoma | 3,670 | $320.2K | 0.11% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,675 | $320.6K | 0.02% | −97−2.6% | Reduced |
| Utah Retirement Systems | 3,700 | $322.8K | 0.00% | +3,700 | New |
| Park Avenue Securities LLC | 3,853 | $336.0K | 0.00% | −4−0.1% | Reduced |
| Mackenzie Financial Corp | 3,952 | $344.8K | 0.00% | +43+1.1% | Added |
| CWM Advisors, LLC | 3,999 | $348.9K | 0.04% | −96−2.3% | Reduced |
| Evergreen Capital Management LLC | 4,179 | $364.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,198 | $366.2K | 0.03% | +104+2.5% | Added |
| City Center Advisors, LLC | 4,259 | $375.6K | 0.44% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,306 | $375.7K | 0.02% | +4,306 | New |
| Crossmark Global Holdings, Inc. | 4,303 | $376.0K | 0.01% | −789−15.5% | Reduced |
| Cynosure Management, LLC | 4,632 | $404.1K | 0.06% | +869+23.1% | Added |
| Yarbrough Capital, LLC | 4,684 | $408.6K | 0.02% | +4,684 | New |
| BNP Paribas Arbitrage, SA | 5,172 | $451.2K | 0.00% | −97,523−95.0% | Reduced |
| Belpointe Asset Management LLC | 5,310 | $463.3K | 0.03% | +10+0.2% | Added |
| Maryland State Retirement & Pension System | 5,320 | $464.1K | 0.01% | −18,979−78.1% | Reduced |
| Securian Asset Management, Inc | 5,442 | $474.8K | 0.01% | +5,442 | New |
| HM Payson & Co | 5,500 | $479.8K | 0.01% | +5,500 | New |
| O'Shaughnessy Asset Management, LLC | 5,594 | $488.0K | 0.01% | −287−4.9% | Reduced |
| Jump Financial, LLC | 5,739 | $500.7K | 0.01% | −38,397−87.0% | Reduced |
| Global Retirement Partners, LLC | 6,067 | $529.3K | 0.02% | +1,402+30.1% | Added |
| First Commonwealth Financial Corp | 6,100 | $532.2K | 0.14% | +6,100 | New |
| Federation des caisses Desjardins du Quebec | 6,200 | $540.9K | 0.00% | +333+5.7% | Added |
| Quantinno Capital Management LP | 6,294 | $549.1K | 0.01% | +217+3.6% | Added |
| Laurion Capital Management LP | 6,436 | $561.5K | 0.02% | +6,436 | New |
| Guidance Capital, Inc | 6,361 | $563.2K | 0.18% | +395+6.6% | Added |
| National Asset Management, Inc. | 6,495 | $566.6K | 0.01% | +1,582+32.2% | Added |
| Advisor Group Holdings, Inc. | 6,510 | $568.1K | 0.00% | +148+2.3% | Added |
| Cim, LLC | 6,705 | $586.6K | 0.09% | −271−3.9% | Reduced |
| Simplex Trading, LLC | 6,973 | $608.0K | 0.02% | +6,973 | New |
| Arcadia Investment Management Corp | 7,157 | $624.4K | 0.11% | +7,157 | New |
| David Loasby | 7,335 | $626.0K | 0.06% | +1,534+26.4% | Added |
| CI Private Wealth, LLC | 7,253 | $632.8K | 0.00% | −1,160−13.8% | Reduced |
| State of Alaska, Department of Revenue | 7,335 | $639.0K | 0.01% | −33,750−82.1% | Reduced |
| Deutsche Bank AG | 7,355 | $641.7K | 0.00% | −31,043−80.8% | Reduced |
| SG Americas Securities, LLC | 7,373 | $643.0K | 0.00% | +4,965+206.2% | Added |
| Oppenheimer Asset Management Inc. | 7,413 | $646.7K | 0.01% | +7,413 | New |
| Moloney Securities Asset Management, LLC | 7,500 | $654.3K | 0.09% | +7,500 | New |
| Federated Hermes, Inc. | 7,530 | $656.9K | 0.00% | +7,530 | New |
| Legato Capital Management LLC | 7,561 | $659.6K | 0.09% | +7,561 | New |
| Cadent Capital Advisors, LLC | 7,593 | $662.4K | 0.27% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 7,898 | $689.0K | 0.01% | +7,898 | New |
| JustInvest LLC | 7,906 | $689.7K | 0.01% | +562+7.7% | Added |
| Public Employees Retirement Association of Colorado | 8,174 | $713.0K | 0.00% | −864−9.6% | Reduced |
| Aviva PLC | 8,245 | $719.3K | 0.00% | +3,125+61.0% | Added |
| Alliance Wealth Advisors, LLC | 8,276 | $722.0K | 0.21% | −562−6.4% | Reduced |
| Verition Fund Management LLC | 8,282 | $722.5K | 0.01% | +2,591+45.5% | Added |
| Gibbs Wealth Management | 8,321 | $725.9K | 0.29% | +2,061+32.9% | Added |
| Pictet Asset Management Holding SA | 8,419 | $734.5K | 0.00% | −172−2.0% | Reduced |
| Source Financial Advisors LLC | 8,545 | $745.5K | 0.23% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $750.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,662 | $755.7K | 0.00% | −419−4.6% | Reduced |
| Captrust Financial Advisors | 8,707 | $759.6K | 0.00% | +2,107+31.9% | Added |
| Precision Wealth Strategies, LLC | 8,809 | $768.5K | 0.79% | −2,222−20.1% | Reduced |
| Brevan Howard Capital Management LP | 8,819 | $769.4K | 0.05% | +8,819 | New |
| HighTower Advisors, LLC | 8,897 | $773.0K | 0.00% | +933+11.7% | Added |
| Gitterman Wealth Management, LLC | 9,000 | $785.2K | 0.30% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 9,063 | $790.7K | 0.10% | +1,677+22.7% | Added |
| Bank of Montreal | 9,222 | $805.0K | 0.00% | −1,357−12.8% | Reduced |
| Mirabella Financial Services LLP | 9,380 | $818.3K | 0.06% | +9,380 | New |
| Cetera Investment Advisers | 9,388 | $819.0K | 0.00% | +4,381+87.5% | Added |
| Pathstone Holdings, LLC | 9,487 | $827.7K | 0.00% | +1,637+20.9% | Added |
| Westfield Capital Management Co LP | 9,630 | $840.1K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 9,670 | $843.7K | 0.29% | +1,228+14.5% | Added |
| Amundi | 9,901 | $852.3K | 0.00% | −14,775−59.9% | Reduced |
| Bridges Investment Management Inc | 10,209 | $890.6K | 0.01% | +10,209 | New |
| Nisa Investment Advisors, LLC | 10,275 | $896.4K | 0.01% | −1,250−10.8% | Reduced |
| Natixis Investment Managers International | 10,310 | $899.4K | 0.07% | +10,310 | New |
| Northstar Group, Inc. | 10,327 | $900.9K | 0.17% | −998−8.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,663 | $930.2K | 0.26% | +59+0.6% | Added |
| Nebula Research & Development LLC | 10,669 | $930.8K | 0.15% | +10,669 | New |
| Mariner, LLC | 10,823 | $944.1K | 0.00% | −629−5.5% | Reduced |
| Inspire Advisors, LLC | 11,022 | $961.6K | 0.13% | −256−2.3% | Reduced |
| Pacer Advisors, Inc. | 11,358 | $990.9K | 0.00% | +10,031+755.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,689 | $1.02M | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,698 | $1.02M | 0.01% | +30+0.3% | Added |
| ProShare Advisors LLC | 12,299 | $1.07M | 0.00% | −1,357−9.9% | Reduced |
| Norden Group LLC | 12,569 | $1.10M | 0.22% | −4,278−25.4% | Reduced |
| Glenmede Trust Co NA | 12,789 | $1.12M | 0.01% | −2,449−16.1% | Reduced |
| Toroso Investments, LLC | 12,802 | $1.12M | 0.02% | −2,626−17.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 13,000 | $1.13M | 0.30% | +12,800+6,400.0% | Added |
| Xponance, Inc. | 13,728 | $1.20M | 0.01% | +9,619+234.1% | Added |
| Marshall Wace, LLP | 13,885 | $1.21M | 0.00% | −13,113−48.6% | Reduced |
| Oregon Public Employees Retirement Fund | 14,129 | $1.23M | 0.02% | −3,931−21.8% | Reduced |
| New Mexico Educational Retirement Board | 14,200 | $1.24M | 0.04% | +14,200 | New |
| Ameritas Investment Partners, Inc. | 14,513 | $1.27M | 0.04% | +7,666+112.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,124 | $1.32M | 0.01% | +561+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,229 | $1.33M | 0.03% | +15,229 | New |
| Two Sigma Investments, LP | 15,481 | $1.35M | 0.00% | +15,481 | New |
| GWM Advisors LLC | 15,934 | $1.39M | 0.01% | +10+0.1% | Added |
| Everence Capital Management Inc | 14,805 | $1.39M | 0.10% | 00.0% | Unchanged |