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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, 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.

Institutional holdersQ3 2024: 382 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 heldQ3 2024: $6.33B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2024.

Institutions holding AAON in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Keebeck Wealth Management, LLC2,357$254.2K0.04%00.0%Unchanged
Prime Capital Investment Advisors, LLC2,395$258.3K0.00%+16+0.7%Added
Baker Tilly Wealth Management, LLC2,415$260.4K0.12%−1,174−32.7%Reduced
AlphaCore Capital LLC2,437$262.8K0.06%+2,437New
Journey Strategic Wealth LLC2,451$264.3K0.01%+2+0.1%Added
Smartleaf Asset Management LLC2,474$265.0K0.03%+250+11.2%Added
Conway Capital Management, Inc.2,501$269.7K0.13%+2,501New
RSM US Wealth Management LLC2,542$271.0K0.00%+2,542New
Summitry LLC2,651$285.9K0.01%+80+3.1%Added
Ontario Teachers Pension Plan Board2,657$286.5K0.00%−5,241−66.4%Reduced
Gibraltar Capital Management, Inc.2,669$287.8K0.13%00.0%Unchanged
Shelton Capital Management2,678$288.8K0.01%+2,678New
Vawter Financial, Ltd.2,710$292.2K0.18%00.0%Unchanged
Sound View Wealth Advisors Group, LLC2,733$294.7K0.02%00.0%Unchanged
Jefferies Financial Group Inc.2,775$299.3K0.00%+2,775New
Congress Wealth Management LLC2,778$299.6K0.00%+2,778New
Marco Investment Management LLC2,839$306.2K0.03%00.0%Unchanged
RiverPark Advisors, LLC2,845$306.8K0.25%+1,959+221.1%Added
ProShare Advisors LLC2,931$316.1K0.00%−9,368−76.2%Reduced
Wallace Advisory Group, LLC3,641$317.6K0.23%00.0%Unchanged
HBK Sorce Advisory LLC3,049$328.8K0.01%+10.0%Added
SG Americas Securities, LLC3,118$336.0K0.00%−4,255−57.7%Reduced
Cerity Partners LLC3,134$338.0K0.00%−100,827−97.0%Reduced
CAPROCK Group, Inc.3,192$344.3K0.01%−7−0.2%Reduced
Smith, Moore & Co.3,200$345.1K0.03%+300+10.3%Added
State of Wyoming3,258$351.4K0.05%−120−3.6%Reduced
Prudential Financial Inc3,266$352.2K0.00%−97−2.9%Reduced
Great Valley Advisor Group, Inc.3,269$352.6K0.01%+3,269New
Pinnacle Wealth Planning Services, Inc.3,309$356.8K0.05%00.0%Unchanged
Cottonwood Capital Advisors, LLC3,314$357.4K0.26%00.0%Unchanged
Baldwin Brothers Inc3,343$360.5K0.02%+3,343New
Axxcess Wealth Management, LLC3,352$361.5K0.01%+3,352New
Colonial River Wealth Management, LLC3,364$362.8K0.18%+3,364New
Boothbay Fund Management, LLC3,397$366.3K0.01%+3,397New
Diversify Wealth Management, LLC3,491$373.2K0.04%−151−4.1%Reduced
Wiley Bros.-Aintree Capital, LLC3,540$381.7K0.01%+3,540New
Mechanics Bank Trust Department3,544$382.2K0.05%−3−0.1%Reduced
Trust Co of Oklahoma3,554$383.3K0.12%−116−3.2%Reduced
NBC Securities, Inc.3,601$388.0K0.03%+156+4.5%Added
City Center Advisors, LLC3,608$389.1K0.43%−651−15.3%Reduced
The PNC Financial Services Group, Inc.3,624$390.8K0.00%+1,285+54.9%Added
Verition Fund Management LLC3,626$391.0K0.00%−4,656−56.2%Reduced
Lindenwold Advisors3,628$391.2K0.20%+20+0.6%Added
Park Avenue Securities LLC3,678$397.0K0.00%−175−4.5%Reduced
Utah Retirement Systems3,700$399.0K0.00%00.0%Unchanged
Alps Advisors Inc3,734$402.7K0.00%−68,186−94.8%Reduced
Maryland State Retirement & Pension System3,901$420.7K0.01%−1,419−26.7%Reduced
O'Shaughnessy Asset Management, LLC3,795$425.2K0.00%−1,799−32.2%Reduced
Alpha Cubed Investments, LLC4,020$433.5K0.02%+345+9.4%Added
Quadrant Capital Group LLC4,096$441.7K0.03%−102−2.4%Reduced
Bayesian Capital Management, LP4,208$453.8K0.05%+4,208New
Evergreen Capital Management LLC4,241$457.4K0.02%+62+1.5%Added
Wolverine Trading, LLC4,394$470.6K0.01%+4,394New
Algert Global LLC4,379$472.2K0.01%−16,010−78.5%Reduced
Crossmark Global Holdings, Inc.4,672$504.0K0.01%+369+8.6%Added
HM Payson & Co4,700$506.8K0.01%−800−14.5%Reduced
Intech Investment Management LLC4,982$537.3K0.01%+4,982New
Securian Asset Management, Inc5,228$563.8K0.02%−214−3.9%Reduced
Belpointe Asset Management LLC5,314$573.1K0.03%+4+0.1%Added
Campbell & CO Investment Adviser LLC5,700$614.7K0.05%+5,700New
First Commonwealth Financial Corp6,100$657.8K0.16%00.0%Unchanged
Guidance Capital, Inc6,021$658.3K0.21%−340−5.3%Reduced
Global Retirement Partners, LLC6,110$658.9K0.02%+43+0.7%Added
Federation des caisses Desjardins du Quebec6,200$667.8K0.00%00.0%Unchanged
Yorktown Management & Research Co Inc6,200$668.6K0.69%+6,200New
Zacks Investment Management6,425$692.9K0.01%+6,425New
CWM Advisors, LLC6,444$694.9K0.07%+2,445+61.1%Added
Quantinno Capital Management LP6,486$699.5K0.01%+192+3.1%Added
Cim, LLC6,544$705.7K0.10%−161−2.4%Reduced
Aviva PLC6,705$723.1K0.00%−1,540−18.7%Reduced
Federated Hermes, Inc.6,854$739.1K0.00%−676−9.0%Reduced
Advisor Group Holdings, Inc.6,896$743.9K0.00%+386+5.9%Added
Gabelli Funds LLC7,000$754.9K0.01%+7,000New
Deutsche Bank AG7,198$776.2K0.00%−157−2.1%Reduced
Cynosure Management, LLC7,234$780.1K0.11%+2,602+56.2%Added
Cadent Capital Advisors, LLC7,593$818.8K0.28%00.0%Unchanged
11 Capital Partners LP7,800$841.2K0.35%−32,200−80.5%Reduced
State of Alaska, Department of Revenue7,865$848.0K0.01%+530+7.2%Added
David Loasby7,916$848.5K0.08%+581+7.9%Added
Yarbrough Capital, LLC7,984$861.0K0.04%+3,300+70.5%Added
Public Employees Retirement Association of Colorado8,174$881.0K0.00%00.0%Unchanged
Alliance Wealth Advisors, LLC8,295$894.5K0.24%+19+0.2%Added
Source Financial Advisors LLC8,545$921.5K0.27%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,600$927.4K0.00%00.0%Unchanged
Precision Wealth Strategies, LLC8,721$940.5K0.87%−88−1.0%Reduced
Nisa Investment Advisors, LLC8,779$946.7K0.01%−1,496−14.6%Reduced
Captrust Financial Advisors8,796$948.5K0.00%+89+1.0%Added
Greenwood Capital Associates LLC8,820$951.1K0.12%−243−2.7%Reduced
Northstar Group, Inc.9,000$970.6K0.17%−1,327−12.8%Reduced
Gitterman Wealth Management, LLC9,000$970.6K0.40%00.0%Unchanged
Legato Capital Management LLC9,000$970.6K0.12%+1,439+19.0%Added
CI Private Wealth, LLC9,004$971.0K0.00%+1,751+24.1%Added
Pictet Asset Management Holding SA9,101$981.4K0.00%+682+8.1%Added
JustInvest LLC9,114$982.8K0.02%+1,208+15.3%Added
Bank of Montreal9,587$1.03M0.00%+365+4.0%Added
Westfield Capital Management Co LP9,630$1.04M0.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd9,800$1.06M0.23%−3,200−24.6%Reduced
Bridges Investment Management Inc10,209$1.10M0.02%00.0%Unchanged
Gibbs Wealth Management10,226$1.10M0.36%+1,905+22.9%Added
BNP Paribas Arbitrage, SA10,305$1.11M0.00%+5,133+99.2%Added