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, Q3 2024
Institutional positions in Aaon, Inc. as of Sep 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
- 382
- +24 vs. Q2 2024
- Shares held
- 58.6M
- +6.00M (+11.4%) vs. Q2 2024
- Total value
- $6.33B
- +$1.74B (+38.0%) vs. Q2 2024
- New holders
- 64
- 130 more added
- Sold out
- 40
- 136 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 6 | $647 | 0.00% | +6 | New |
| Capital Performance Advisors LLP | 6 | $647 | 0.00% | +6 | New |
| Quest Partners LLC | 7 | $755 | 0.00% | +7 | New |
| Larson Financial Group LLC | 8 | $863 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 11 | $1.19K | 0.00% | +11 | New |
| Rise Advisors, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.62K | 0.00% | −1−6.3% | Reduced |
| Rakuten Securities, Inc. | 17 | $1.83K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $2.27K | 0.00% | +5+31.3% | Added |
| Bellevue Asset Management, LLC | 28 | $3.02K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 28 | $3.02K | 0.00% | −2−6.7% | Reduced |
| Valued Wealth Advisors LLC | 30 | $3.24K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $3.26K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 34 | $3.67K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 34 | $3.67K | 0.00% | +7+25.9% | Added |
| LGT Financial Advisors LLC | 35 | $3.77K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 37 | $3.99K | 0.00% | +11+42.3% | Added |
| Principal Securities, Inc. | 43 | $4.64K | 0.00% | +24+126.3% | Added |
| JFS Wealth Advisors, LLC | 44 | $4.75K | 0.00% | +2+4.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $5.07K | 0.00% | −3−6.0% | Reduced |
| Colonial Trust Co | 48 | $5.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $5.28K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $5.50K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 63 | $6.79K | 0.00% | +63 | New |
| Venturi Wealth Management, LLC | 67 | $7.23K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 71 | $7.66K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 73 | $7.87K | 0.00% | +73 | New |
| Hemington Wealth Management | 77 | $8.00K | 0.00% | +77 | New |
| Jaffetilchin Investment Partners, LLC | 74 | $8.00K | 0.00% | +74 | New |
| Jones Financial Companies LLLP | 78 | $8.35K | 0.00% | +78 | New |
| Bessemer Group Inc | 81 | $9.00K | 0.00% | −50−38.2% | Reduced |
| Key Financial Inc | 97 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 98 | $10.6K | 0.00% | +9+10.1% | Added |
| Hollencrest Capital Management | 100 | $10.8K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 105 | $11.3K | 0.00% | +13+14.1% | Added |
| Private Trust Co NA | 112 | $12.1K | 0.00% | +17+17.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 115 | $12.4K | 0.00% | −103−47.2% | Reduced |
| MCF Advisors LLC | 118 | $12.7K | 0.00% | +80+210.5% | Added |
| Massmutual Trust Co FSB | 146 | $15.7K | 0.00% | −9−5.8% | Reduced |
| Wolff Wiese Magana LLC | 157 | $16.9K | 0.01% | +24+18.0% | Added |
| Northwest Investment Counselors, LLC | 161 | $17.4K | 0.00% | +161 | New |
| Tucker Asset Management LLC | 194 | $20.9K | 0.00% | −11−5.4% | Reduced |
| Umb Bank N A | 194 | $20.9K | 0.00% | +148+321.7% | Added |
| Quarry LP | 210 | $22.6K | 0.01% | +210 | New |
| Clearstead Advisors, LLC | 219 | $23.6K | 0.00% | −31−12.4% | Reduced |
| Ronald Blue Trust, Inc. | 296 | $25.8K | 0.00% | +198+202.0% | Added |
| EverSource Wealth Advisors, LLC | 272 | $29.3K | 0.00% | +21+8.4% | Added |
| Farther Finance Advisors, LLC | 292 | $31.5K | 0.00% | +75+34.6% | Added |
| Huntington National Bank | 328 | $35.4K | 0.00% | −66−16.8% | Reduced |
| Westside Investment Management, Inc. | 330 | $35.6K | 0.01% | +330 | New |
| ORG Wealth Partners, LLC | 342 | $36.9K | 0.01% | +342 | New |
| Financial Network Wealth Advisors LLC | 345 | $37.2K | 0.03% | +7+2.1% | Added |
| Bryn Mawr Trust Co | 400 | $43.1K | 0.00% | +400 | New |
| Painted Porch Advisors LLC | 428 | $46.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 451 | $48.6K | 0.00% | −8−1.7% | Reduced |
| Parallel Advisors, LLC | 510 | $55.0K | 0.00% | +61+13.6% | Added |
| Signaturefd, LLC | 613 | $66.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 642 | $69.2K | 0.00% | +630+5,250.0% | Added |
| Oarsman Capital, Inc. | 693 | $74.7K | 0.01% | +693 | New |
| Harbour Investments, Inc. | 706 | $76.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 730 | $78.7K | 0.00% | +493+208.0% | Added |
| CWM, LLC | 761 | $82.0K | 0.00% | −16−2.1% | Reduced |
| First Horizon Advisors, Inc. | 799 | $86.3K | 0.00% | +6+0.8% | Added |
| Ci Investments Inc. | 984 | $106.0K | 0.00% | +179+22.2% | Added |
| GAMMA Investing LLC | 1,046 | $112.8K | 0.01% | +301+40.4% | Added |
| CVA Family Office, LLC | 1,123 | $121.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,125 | $121.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,176 | $126.8K | 0.00% | +393+50.2% | Added |
| Sterling Capital Management LLC | 1,241 | $133.8K | 0.00% | +1,241 | New |
| Harvest Fund Management Co., Ltd | 1,249 | $135.0K | 0.01% | +1,240+13,777.8% | Added |
| Acropolis Investment Management, LLC | 1,521 | $164.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,575 | $169.8K | 0.05% | +450+40.0% | Added |
| Fifth Third Bancorp | 1,665 | $179.6K | 0.00% | +235+16.4% | Added |
| Tower Research Capital LLC (TRC) | 1,666 | $179.7K | 0.00% | −23,581−93.4% | Reduced |
| KBC Group NV | 1,892 | $204.0K | 0.00% | +254+15.5% | Added |
| HSBC Holdings PLC | 1,902 | $205.0K | 0.00% | +1,902 | New |
| TCG Advisory Services, LLC | 1,916 | $206.6K | 0.01% | −417−17.9% | Reduced |
| Malaga Cove Capital, LLC | 1,920 | $207.1K | 0.08% | +1,920 | New |
| Profund Advisors LLC | 1,940 | $209.2K | 0.01% | +1,940 | New |
| Brinker Capital Investments, LLC | 1,974 | $212.8K | 0.00% | +1,974 | New |
| Orion Portfolio Solutions, LLC | 1,974 | $212.8K | 0.00% | +1,974 | New |
| Envestnet Portfolio Solutions, Inc. | 2,015 | $217.3K | 0.00% | +2,015 | New |
| Intellectus Partners, LLC | 2,053 | $221.4K | 0.06% | +2,053 | New |
| Berry Wealth Group, LP | 2,085 | $224.8K | 0.16% | +2,085 | New |
| Two Sigma Securities, LLC | 2,121 | $228.7K | 0.02% | −2,185−50.7% | Reduced |
| Ellis Investment Partners, LLC | 2,134 | $230.1K | 0.04% | +2,134 | New |
| Sequoia Financial Advisors, LLC | 2,160 | $232.9K | 0.00% | +2,160 | New |
| Fifth Third Wealth Advisors LLC | 2,169 | $233.9K | 0.01% | +18+0.8% | Added |
| Axiom Advisory, LLC | 2,562 | $236.7K | 0.00% | +14+0.5% | Added |
| Equitable Trust Co | 2,204 | $237.7K | 0.02% | +2,204 | New |
| Covestor Ltd | 2,234 | $241.0K | 0.15% | −76−3.3% | Reduced |
| Simplex Trading, LLC | 2,254 | $243.0K | 0.01% | −4,719−67.7% | Reduced |
| Hardy Reed LLC | 2,257 | $243.4K | 0.02% | +2,257 | New |
| Advisory Services Network, LLC | 2,828 | $246.7K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,305 | $248.6K | 0.10% | +2,305 | New |
| Private Advisor Group, LLC | 2,331 | $251.3K | 0.00% | +2,331 | New |
| AlphaStar Capital Management, LLC | 2,335 | $251.8K | 0.02% | −353−13.1% | Reduced |
| CIBC Asset Management Inc | 2,336 | $251.9K | 0.00% | +2,336 | New |