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 |
|---|---|---|---|---|---|
| Natixis Investment Managers International | 10,310 | $1.11M | 0.08% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,488 | $1.13M | 0.01% | −25,181−70.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,516 | $1.13M | 0.30% | −147−1.4% | Reduced |
| Inspire Advisors, LLC | 10,526 | $1.14M | 0.14% | −496−4.5% | Reduced |
| Susquehanna International Group, LLP | 10,719 | $1.16M | 0.00% | −113,226−91.4% | Reduced |
| Peterson Wealth Services | 10,732 | $1.16M | 0.37% | +1,062+11.0% | Added |
| Cetera Investment Advisers | 10,763 | $1.16M | 0.00% | +1,375+14.6% | Added |
| Guggenheim Capital LLC | 11,150 | $1.20M | 0.01% | −7,104−38.9% | Reduced |
| Pacer Advisors, Inc. | 11,302 | $1.22M | 0.00% | −56−0.5% | Reduced |
| Amundi | 11,254 | $1.23M | 0.00% | +1,353+13.7% | Added |
| Cresset Asset Management, LLC | 11,444 | $1.23M | 0.00% | +2,782+32.1% | Added |
| Integrated Wealth Concepts LLC | 11,477 | $1.24M | 0.02% | −221−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,689 | $1.26M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,914 | $1.28M | 0.01% | +8,281+227.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 11,914 | $1.28M | 0.01% | +11,914 | New |
| Glenmede Trust Co NA | 12,753 | $1.38M | 0.01% | −36−0.3% | Reduced |
| STRS Ohio | 12,804 | $1.38M | 0.01% | +12,804 | New |
| Parcion Private Wealth LLC | 12,919 | $1.39M | 0.12% | −4,228−24.7% | Reduced |
| HighTower Advisors, LLC | 13,043 | $1.41M | 0.00% | +4,146+46.6% | Added |
| Xponance, Inc. | 13,414 | $1.45M | 0.01% | −314−2.3% | Reduced |
| Arcadia Investment Management Corp | 13,531 | $1.46M | 0.24% | +6,374+89.1% | Added |
| Toroso Investments, LLC | 13,534 | $1.46M | 0.02% | +732+5.7% | Added |
| Oregon Public Employees Retirement Fund | 13,669 | $1.47M | 0.03% | −460−3.3% | Reduced |
| Atria Investments LLC | 13,774 | $1.49M | 0.02% | −5,118−27.1% | Reduced |
| Ameritas Investment Partners, Inc. | 13,795 | $1.49M | 0.05% | −718−4.9% | Reduced |
| New Mexico Educational Retirement Board | 14,200 | $1.53M | 0.05% | 00.0% | Unchanged |
| Regions Financial Corp | 14,418 | $1.55M | 0.01% | +14,418 | New |
| PEAK6 Investments LLC | 14,568 | $1.57M | 0.08% | −6,001−29.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,822 | $1.60M | 0.01% | −302−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,918 | $1.61M | 0.04% | −311−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,007 | $1.62M | 0.01% | −5,874−28.1% | Reduced |
| Mariner, LLC | 15,567 | $1.68M | 0.00% | +4,744+43.8% | Added |
| Avantax Advisory Services, Inc. | 15,766 | $1.70M | 0.01% | −2,701−14.6% | Reduced |
| GWM Advisors LLC | 15,939 | $1.72M | 0.01% | +50.0% | Added |
| State of Michigan Retirement System | 16,000 | $1.73M | 0.01% | −400−2.4% | Reduced |
| Davy Global Fund Management Ltd | 16,222 | $1.75M | 0.18% | 00.0% | Unchanged |
| UBS Group AG | 16,330 | $1.76M | 0.00% | −2,600−13.7% | Reduced |
| Pathstone Holdings, LLC | 16,356 | $1.76M | 0.01% | +6,869+72.4% | Added |
| Oppenheimer Asset Management Inc. | 16,476 | $1.78M | 0.02% | +9,063+122.3% | Added |
| Citigroup Inc | 17,291 | $1.86M | 0.00% | −4,581−20.9% | Reduced |
| Portside Wealth Group, LLC | 17,672 | $1.91M | 0.33% | +1,168+7.1% | Added |
| Olistico Wealth, LLC | 17,848 | $1.92M | 1.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 18,403 | $1.98M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 18,600 | $2.01M | 0.04% | −700−3.6% | Reduced |
| Handelsbanken Fonder AB | 19,024 | $2.05M | 0.01% | +19,024 | New |
| Thrivent Financial for Lutherans | 19,245 | $2.08M | 0.00% | +44+0.2% | Added |
| New York State Teachers Retirement System | 19,312 | $2.08M | 0.00% | +200+1.0% | Added |
| Arizona State Retirement System | 19,790 | $2.13M | 0.01% | +254+1.3% | Added |
| TD Asset Management Inc | 20,264 | $2.17M | 0.00% | −21,600−51.6% | Reduced |
| Campbell Newman Asset Management Inc | 20,206 | $2.18M | 0.16% | −311−1.5% | Reduced |
| Aptus Capital Advisors, LLC | 21,184 | $2.28M | 0.03% | +21,184 | New |
| CIBC Private Wealth Group, LLC | 21,399 | $2.31M | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 21,499 | $2.32M | 0.27% | +8,930+71.0% | Added |
| Teachers Retirement System of the State of Kentucky | 21,642 | $2.33M | 0.02% | −600−2.7% | Reduced |
| Creative Planning | 21,673 | $2.34M | 0.00% | +3,252+17.7% | Added |
| Ensign Peak Advisors, Inc | 22,901 | $2.47M | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23,259 | $2.51M | 0.06% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 23,357 | $2.52M | 0.01% | −1,192−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 23,739 | $2.56M | 0.00% | −76,799−76.4% | Reduced |
| Yousif Capital Management, LLC | 24,778 | $2.67M | 0.03% | −3,875−13.5% | Reduced |
| State of New Jersey Common Pension Fund D | 27,369 | $2.95M | 0.01% | −487−1.7% | Reduced |
| Ascent Wealth Partners, LLC | 29,768 | $3.21M | 0.45% | +13,076+78.3% | Added |
| Treasurer of the State of North Carolina | 29,840 | $3.22M | 0.01% | +120+0.4% | Added |
| Oak Ridge Investments LLC | 30,809 | $3.32M | 0.29% | +30,809 | New |
| State Board of Administration of Florida Retirement System | 31,429 | $3.39M | 0.01% | +5,660+22.0% | Added |
| Voya Investment Management LLC | 31,832 | $3.43M | 0.00% | −2,047−6.0% | Reduced |
| ExodusPoint Capital Management, LP | 32,299 | $3.48M | 0.04% | +32,299 | New |
| Wesbanco Bank Inc | 32,839 | $3.54M | 0.12% | 00.0% | Unchanged |
| Marshall Wace, LLP | 32,875 | $3.55M | 0.00% | +18,990+136.8% | Added |
| Polen Capital Management LLC | 32,928 | $3.55M | 0.01% | −1,956−5.6% | Reduced |
| Amalgamated Bank | 34,720 | $3.74M | 0.03% | −647−1.8% | Reduced |
| M&T Bank Corp | 35,592 | $3.84M | 0.01% | +13,065+58.0% | Added |
| AQR Capital Management LLC | 36,120 | $3.85M | 0.01% | +16,523+84.3% | Added |
| HRT Financial LP | 36,067 | $3.89M | 0.02% | −141,923−79.7% | Reduced |
| Mutual of America Capital Management LLC | 36,342 | $3.92M | 0.04% | −2,727−7.0% | Reduced |
| Azzad Asset Management Inc | 37,069 | $4.00M | 0.45% | −3,618−8.9% | Reduced |
| LPL Financial LLC | 37,804 | $4.08M | 0.00% | +7,584+25.1% | Added |
| MetLife Investment Management | 37,882 | $4.09M | 0.02% | −1,218−3.1% | Reduced |
| Squarepoint Ops LLC | 38,280 | $4.13M | 0.01% | −141,531−78.7% | Reduced |
| Capital Advisors Inc | 38,944 | $4.20M | 0.08% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 39,081 | $4.21M | 0.01% | +22,010+128.9% | Added |
| EAM Global Investors LLC | 40,790 | $4.40M | 0.89% | +40,790 | New |
| Sandler Capital Management | 41,188 | $4.44M | 0.86% | +7,063+20.7% | Added |
| EAM Investors, LLC | 41,472 | $4.47M | 0.67% | +41,472 | New |
| Citadel Advisors LLC | 42,059 | $4.54M | 0.00% | −239,092−85.0% | Reduced |
| Great West Life Assurance Co | 46,835 | $5.05M | 0.01% | +2,407+5.4% | Added |
| Janney Montgomery Scott LLC | 47,646 | $5.14M | 0.01% | −880−1.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 47,980 | $5.17M | 0.10% | −85,297−64.0% | Reduced |
| US Bancorp | 48,474 | $5.23M | 0.01% | −831−1.7% | Reduced |
| Van Eck Associates Corp | 49,111 | $5.25M | 0.01% | +14,033+40.0% | Added |
| Russell Investments Group, Ltd. | 48,727 | $5.25M | 0.01% | −3,019−5.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,400 | $5.33M | 0.03% | −5,436−9.9% | Reduced |
| Impax Asset Management Group plc | 55,000 | $5.93M | 0.02% | −35,000−38.9% | Reduced |
| Stifel Financial Corp | 56,118 | $6.05M | 0.01% | −4,388−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 56,462 | $6.09M | 0.01% | −2,289−3.9% | Reduced |
| American Century Companies Inc | 57,620 | $6.21M | 0.00% | +37,128+181.2% | Added |
| Janus Henderson Group PLC | 59,863 | $6.45M | 0.00% | −506−0.8% | Reduced |
| California State Teachers Retirement System | 65,016 | $7.01M | 0.01% | −3,018−4.4% | Reduced |
| New York State Common Retirement Fund | 65,803 | $7.10M | 0.01% | +13,412+25.6% | Added |
| Chatham Capital Group, Inc. | 66,357 | $7.16M | 1.17% | +122+0.2% | Added |