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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 793 | $69.2K | 0.00% | +50+6.7% | Added |
| Exchange Traded Concepts, LLC | 783 | $68.3K | 0.00% | +91+13.2% | Added |
| CWM, LLC | 777 | $68.0K | 0.00% | +107+16.0% | Added |
| GAMMA Investing LLC | 745 | $65.0K | 0.01% | +55+8.0% | Added |
| Harbour Investments, Inc. | 706 | $61.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 613 | $53.5K | 0.00% | +238+63.5% | Added |
| Allworth Financial LP | 459 | $39.9K | 0.00% | +138+43.0% | Added |
| Parallel Advisors, LLC | 449 | $39.2K | 0.00% | +145+47.7% | Added |
| Painted Porch Advisors LLC | 428 | $37.3K | 0.02% | +428 | New |
| Crewe Advisors LLC | 398 | $34.7K | 0.00% | +398 | New |
| Huntington National Bank | 394 | $34.4K | 0.00% | −734−65.1% | Reduced |
| Financial Network Wealth Advisors LLC | 338 | $29.4K | 0.02% | +338 | New |
| ORG Partners LLC | 342 | $28.6K | 0.00% | +342 | New |
| Benjamin F. Edwards & Company, Inc. | 322 | $28.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 251 | $22.2K | 0.00% | +21+9.1% | Added |
| Clearstead Advisors, LLC | 250 | $21.8K | 0.00% | +250 | New |
| Advisors Asset Management, Inc. | 237 | $20.7K | 0.00% | +237 | New |
| SYSTM Wealth Solutions LLC | 219 | $19.1K | 0.00% | −7,472−97.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 218 | $19.0K | 0.00% | −324,894−99.9% | Reduced |
| Farther Finance Advisors, LLC | 217 | $18.1K | 0.00% | +98+82.4% | Added |
| Tucker Asset Management LLC | 205 | $17.9K | 0.00% | +205 | New |
| Massmutual Trust Co FSB | 155 | $13.5K | 0.00% | −5−3.1% | Reduced |
| Wolff Wiese Magana LLC | 133 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 98 | $8.63K | 0.00% | +98 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $8.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 95 | $8.29K | 0.00% | +34+55.7% | Added |
| Lindbrook Capital, LLC | 92 | $8.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 89 | $7.76K | 0.00% | +89 | New |
| Ashton Thomas Private Wealth, LLC | 89 | $7.72K | 0.00% | +89 | New |
| Itau Unibanco Holding S.A. | 71 | $6.19K | 0.00% | +71 | New |
| Venturi Wealth Management, LLC | 67 | $5.85K | 0.00% | −3−4.3% | Reduced |
| Beacon Capital Management, LLC | 51 | $4.45K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $4.36K | 0.00% | −265−84.1% | Reduced |
| Versant Capital Management, Inc | 49 | $4.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $4.16K | 0.00% | +9+23.1% | Added |
| Triad Wealth Partners, LLC | 47 | $4.10K | 0.00% | +47 | New |
| Umb Bank N A | 46 | $4.01K | 0.00% | +16+53.3% | Added |
| JFS Wealth Advisors, LLC | 42 | $3.67K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 38 | $3.32K | 0.00% | +38 | New |
| Innealta Capital, LLC | 36 | $3.14K | 0.00% | +36 | New |
| LGT Financial Advisors LLC | 35 | $3.05K | 0.01% | +35 | New |
| Ridgewood Investments LLC | 34 | $2.97K | 0.00% | +34 | New |
| Aspect Partners, LLC | 30 | $2.63K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.62K | 0.00% | −16−34.8% | Reduced |
| First Pacific Financial | 27 | $2.36K | 0.00% | +27 | New |
| Mather Group, LLC. | 26 | $2.29K | 0.00% | +9+52.9% | Added |
| Principal Securities, Inc. | 19 | $1.66K | 0.00% | −24−55.8% | Reduced |
| 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 |
| Bell Investment Advisors, Inc | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.31K | 0.00% | +10+200.0% | Added |
| Rise Advisors, LLC | 13 | $1.17K | 0.00% | −10−43.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $1.05K | 0.00% | −36−75.0% | Reduced |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | +9 | New |
| Institutional & Family Asset Management, LLC | 11 | $960 | 0.00% | +11 | New |
| Larson Financial Group LLC | 8 | $698 | 0.00% | +8 | New |
| Opal Wealth Advisors, LLC | 7 | $611 | 0.00% | +7 | New |
| Abich Financial Wealth Management LLC | 1 | $87 | 0.00% | +1 | New |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −183,814−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −138,225−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −84,464−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −62,621−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,882−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −59,017−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −58,024−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −53,287−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −39,874−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −37,635−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −36,866−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −36,540−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −35,383−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −19,392−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −18,571−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,049−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −14,205−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −12,258−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,749−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −8,126−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −7,287−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,511−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Tevis Investment Management | 0 | $0 | 0.00% | −4,481−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,972−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |