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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 361 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 heldQ2 2024: $5.13B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2024.

Institutions holding AAON in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cresset Asset Management, LLC8,662$755.7K0.00%−419−4.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,600$750.3K0.00%00.0%Unchanged
Source Financial Advisors LLC8,545$745.5K0.23%00.0%Unchanged
Pictet Asset Management Holding SA8,419$734.5K0.00%−172−2.0%Reduced
Gibbs Wealth Management8,321$725.9K0.29%+2,061+32.9%Added
Verition Fund Management LLC8,282$722.5K0.01%+2,591+45.5%Added
Alliance Wealth Advisors, LLC8,276$722.0K0.21%−562−6.4%Reduced
Aviva PLC8,245$719.3K0.00%+3,125+61.0%Added
Public Employees Retirement Association of Colorado8,174$713.0K0.00%−864−9.6%Reduced
JustInvest LLC7,906$689.7K0.01%+562+7.7%Added
Ontario Teachers Pension Plan Board7,898$689.0K0.01%+7,898New
Cadent Capital Advisors, LLC7,593$662.4K0.27%00.0%Unchanged
Legato Capital Management LLC7,561$659.6K0.09%+7,561New
Federated Hermes, Inc.7,530$656.9K0.00%+7,530New
Moloney Securities Asset Management, LLC7,500$654.3K0.09%+7,500New
Oppenheimer Asset Management Inc.7,413$646.7K0.01%+7,413New
SG Americas Securities, LLC7,373$643.0K0.00%+4,965+206.2%Added
Deutsche Bank AG7,355$641.7K0.00%−31,043−80.8%Reduced
State of Alaska, Department of Revenue7,335$639.0K0.01%−33,750−82.1%Reduced
CI Private Wealth, LLC7,253$632.8K0.00%−1,160−13.8%Reduced
David Loasby7,335$626.0K0.06%+1,534+26.4%Added
Arcadia Investment Management Corp7,157$624.4K0.11%+7,157New
Simplex Trading, LLC6,973$608.0K0.02%+6,973New
Cim, LLC6,705$586.6K0.09%−271−3.9%Reduced
Advisor Group Holdings, Inc.6,510$568.1K0.00%+148+2.3%Added
National Asset Management, Inc.6,495$566.6K0.01%+1,582+32.2%Added
Guidance Capital, Inc6,361$563.2K0.18%+395+6.6%Added
Laurion Capital Management LP6,436$561.5K0.02%+6,436New
Quantinno Capital Management LP6,294$549.1K0.01%+217+3.6%Added
Federation des caisses Desjardins du Quebec6,200$540.9K0.00%+333+5.7%Added
First Commonwealth Financial Corp6,100$532.2K0.14%+6,100New
Global Retirement Partners, LLC6,067$529.3K0.02%+1,402+30.1%Added
Jump Financial, LLC5,739$500.7K0.01%−38,397−87.0%Reduced
O'Shaughnessy Asset Management, LLC5,594$488.0K0.01%−287−4.9%Reduced
HM Payson & Co5,500$479.8K0.01%+5,500New
Securian Asset Management, Inc5,442$474.8K0.01%+5,442New
Maryland State Retirement & Pension System5,320$464.1K0.01%−18,979−78.1%Reduced
Belpointe Asset Management LLC5,310$463.3K0.03%+10+0.2%Added
BNP Paribas Arbitrage, SA5,172$451.2K0.00%−97,523−95.0%Reduced
Yarbrough Capital, LLC4,684$408.6K0.02%+4,684New
Cynosure Management, LLC4,632$404.1K0.06%+869+23.1%Added
Crossmark Global Holdings, Inc.4,303$376.0K0.01%−789−15.5%Reduced
Two Sigma Securities, LLC4,306$375.7K0.02%+4,306New
City Center Advisors, LLC4,259$375.6K0.44%00.0%Unchanged
Quadrant Capital Group LLC4,198$366.2K0.03%+104+2.5%Added
Evergreen Capital Management LLC4,179$364.6K0.01%00.0%Unchanged
CWM Advisors, LLC3,999$348.9K0.04%−96−2.3%Reduced
Mackenzie Financial Corp3,952$344.8K0.00%+43+1.1%Added
Park Avenue Securities LLC3,853$336.0K0.00%−4−0.1%Reduced
Utah Retirement Systems3,700$322.8K0.00%+3,700New
Alpha Cubed Investments, LLC3,675$320.6K0.02%−97−2.6%Reduced
Trust Co of Oklahoma3,670$320.2K0.11%00.0%Unchanged
Wallace Advisory Group, LLC3,641$317.6K0.23%−335−8.4%Reduced
B. Metzler seel. Sohn & Co. AG3,633$316.9K0.00%+3,633New
Lindenwold Advisors3,608$314.8K0.17%−830−18.7%Reduced
Baker Tilly Wealth Management, LLC3,589$313.1K0.13%−10,122−73.8%Reduced
Diversify Wealth Management, LLC3,642$311.3K0.04%+3,642New
Mechanics Bank Trust Department3,547$309.4K0.04%+3,547New
NBC Securities, Inc.3,445$300.0K0.03%+3,445New
State of Wyoming3,378$294.7K0.05%−3,752−52.6%Reduced
Prudential Financial Inc3,363$293.4K0.00%−72,228−95.6%Reduced
Pinnacle Wealth Planning Services, Inc.3,309$288.7K0.04%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC3,222$281.1K0.00%+3,222New
CAPROCK Group, Inc.3,199$279.2K0.01%+80+2.6%Added
Cottonwood Capital Advisors, LLC3,314$278.3K0.22%+3,314New
HBK Sorce Advisory LLC3,048$265.9K0.01%−87−2.8%Reduced
Danske Bank A/S3,000$261.7K0.00%+3,000New
Smith, Moore & Co.2,900$253.0K0.03%+300+11.5%Added
Edgestream Partners, L.P.2,882$251.4K0.01%+2,882New
Strategic Wealth Partners, Ltd.2,872$250.6K0.03%−9,722−77.2%Reduced
Diametric Capital, LP2,867$250.1K0.14%+2,867New
Sanctuary Advisors, LLC2,738$249.6K0.00%+2,738New
Marco Investment Management LLC2,839$247.7K0.02%−640−18.4%Reduced
Advisory Services Network, LLC2,828$246.7K0.01%−343−10.8%Reduced
Sound View Wealth Advisors Group, LLC2,733$238.4K0.02%+450+19.7%Added
Macquarie Group Ltd2,722$237.5K0.00%+2,722New
Vawter Financial, Ltd.2,710$236.4K0.16%00.0%Unchanged
AlphaStar Capital Management, LLC2,688$234.5K0.02%−536−16.6%Reduced
Gibraltar Capital Management, Inc.2,669$232.8K0.11%−392−12.8%Reduced
Summitry LLC2,571$224.3K0.01%+2,571New
Journey Strategic Wealth LLC2,449$213.7K0.01%00.0%Unchanged
Axiom Advisory, LLC2,548$207.8K0.00%+2,548New
Prime Capital Investment Advisors, LLC2,379$207.5K0.00%−385−13.9%Reduced
Keebeck Wealth Management, LLC2,357$205.6K0.03%00.0%Unchanged
The PNC Financial Services Group, Inc.2,339$204.1K0.00%−3,242−58.1%Reduced
TCG Advisory Services, LLC2,333$203.5K0.01%−696−23.0%Reduced
Covestor Ltd2,310$202.0K0.13%−101−4.2%Reduced
Smartleaf Asset Management LLC2,224$192.8K0.03%+599+36.9%Added
Fifth Third Wealth Advisors LLC2,151$187.7K0.01%+2,151New
Headlands Technologies LLC1,706$148.8K0.02%+1,706New
Group One Trading, L.P.1,689$147.3K0.00%+1,689New
EntryPoint Capital, LLC1,655$144.4K0.07%−580−26.0%Reduced
KBC Group NV1,638$143.0K0.00%00.0%Unchanged
Acropolis Investment Management, LLC1,521$132.7K0.01%00.0%Unchanged
Fifth Third Bancorp1,430$124.8K0.00%+11+0.8%Added
Pinnacle Financial Partners Inc1,125$99.1K0.00%00.0%Unchanged
Archer Investment Corp1,125$98.1K0.03%00.0%Unchanged
CVA Family Office, LLC1,123$98.0K0.02%00.0%Unchanged
RiverPark Advisors, LLC886$77.3K0.06%+886New
Ci Investments Inc.805$70.0K0.00%+133+19.8%Added