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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 39,081 | $4.21M | 0.01% | +22,010+128.9% | Added |
| Capital Advisors Inc | 38,944 | $4.20M | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 38,280 | $4.13M | 0.01% | −141,531−78.7% | Reduced |
| MetLife Investment Management | 37,882 | $4.09M | 0.02% | −1,218−3.1% | Reduced |
| LPL Financial LLC | 37,804 | $4.08M | 0.00% | +7,584+25.1% | Added |
| Azzad Asset Management Inc | 37,069 | $4.00M | 0.45% | −3,618−8.9% | Reduced |
| Mutual of America Capital Management LLC | 36,342 | $3.92M | 0.04% | −2,727−7.0% | Reduced |
| HRT Financial LP | 36,067 | $3.89M | 0.02% | −141,923−79.7% | Reduced |
| AQR Capital Management LLC | 36,120 | $3.85M | 0.01% | +16,523+84.3% | Added |
| M&T Bank Corp | 35,592 | $3.84M | 0.01% | +13,065+58.0% | Added |
| Amalgamated Bank | 34,720 | $3.74M | 0.03% | −647−1.8% | Reduced |
| Polen Capital Management LLC | 32,928 | $3.55M | 0.01% | −1,956−5.6% | Reduced |
| Marshall Wace, LLP | 32,875 | $3.55M | 0.00% | +18,990+136.8% | Added |
| Wesbanco Bank Inc | 32,839 | $3.54M | 0.12% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 32,299 | $3.48M | 0.04% | +32,299 | New |
| Voya Investment Management LLC | 31,832 | $3.43M | 0.00% | −2,047−6.0% | Reduced |
| State Board of Administration of Florida Retirement System | 31,429 | $3.39M | 0.01% | +5,660+22.0% | Added |
| Oak Ridge Investments LLC | 30,809 | $3.32M | 0.29% | +30,809 | New |
| Treasurer of the State of North Carolina | 29,840 | $3.22M | 0.01% | +120+0.4% | Added |
| Ascent Wealth Partners, LLC | 29,768 | $3.21M | 0.45% | +13,076+78.3% | Added |
| State of New Jersey Common Pension Fund D | 27,369 | $2.95M | 0.01% | −487−1.7% | Reduced |
| Yousif Capital Management, LLC | 24,778 | $2.67M | 0.03% | −3,875−13.5% | Reduced |
| D. E. Shaw & Co., Inc. | 23,739 | $2.56M | 0.00% | −76,799−76.4% | Reduced |
| Storebrand Asset Management AS | 23,357 | $2.52M | 0.01% | −1,192−4.9% | Reduced |
| Central Trust Co | 23,259 | $2.51M | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 22,901 | $2.47M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21,673 | $2.34M | 0.00% | +3,252+17.7% | Added |
| Teachers Retirement System of the State of Kentucky | 21,642 | $2.33M | 0.02% | −600−2.7% | Reduced |
| Norden Group LLC | 21,499 | $2.32M | 0.27% | +8,930+71.0% | Added |
| CIBC Private Wealth Group, LLC | 21,399 | $2.31M | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 21,184 | $2.28M | 0.03% | +21,184 | New |
| Campbell Newman Asset Management Inc | 20,206 | $2.18M | 0.16% | −311−1.5% | Reduced |
| TD Asset Management Inc | 20,264 | $2.17M | 0.00% | −21,600−51.6% | Reduced |
| Arizona State Retirement System | 19,790 | $2.13M | 0.01% | +254+1.3% | Added |
| New York State Teachers Retirement System | 19,312 | $2.08M | 0.00% | +200+1.0% | Added |
| Thrivent Financial for Lutherans | 19,245 | $2.08M | 0.00% | +44+0.2% | Added |
| Handelsbanken Fonder AB | 19,024 | $2.05M | 0.01% | +19,024 | New |
| Louisiana State Employees Retirement System | 18,600 | $2.01M | 0.04% | −700−3.6% | Reduced |
| RMB Capital Management, LLC | 18,403 | $1.98M | 0.05% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 17,848 | $1.92M | 1.18% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 17,672 | $1.91M | 0.33% | +1,168+7.1% | Added |
| Citigroup Inc | 17,291 | $1.86M | 0.00% | −4,581−20.9% | Reduced |
| Oppenheimer Asset Management Inc. | 16,476 | $1.78M | 0.02% | +9,063+122.3% | Added |
| Pathstone Holdings, LLC | 16,356 | $1.76M | 0.01% | +6,869+72.4% | Added |
| UBS Group AG | 16,330 | $1.76M | 0.00% | −2,600−13.7% | Reduced |
| Davy Global Fund Management Ltd | 16,222 | $1.75M | 0.18% | 00.0% | Unchanged |
| State of Michigan Retirement System | 16,000 | $1.73M | 0.01% | −400−2.4% | Reduced |
| GWM Advisors LLC | 15,939 | $1.72M | 0.01% | +50.0% | Added |
| Avantax Advisory Services, Inc. | 15,766 | $1.70M | 0.01% | −2,701−14.6% | Reduced |
| Mariner, LLC | 15,567 | $1.68M | 0.00% | +4,744+43.8% | Added |
| Schonfeld Strategic Advisors LLC | 15,007 | $1.62M | 0.01% | −5,874−28.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,918 | $1.61M | 0.04% | −311−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,822 | $1.60M | 0.01% | −302−2.0% | Reduced |
| PEAK6 Investments LLC | 14,568 | $1.57M | 0.08% | −6,001−29.2% | Reduced |
| Regions Financial Corp | 14,418 | $1.55M | 0.01% | +14,418 | New |
| New Mexico Educational Retirement Board | 14,200 | $1.53M | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 13,795 | $1.49M | 0.05% | −718−4.9% | Reduced |
| Atria Investments LLC | 13,774 | $1.49M | 0.02% | −5,118−27.1% | Reduced |
| Oregon Public Employees Retirement Fund | 13,669 | $1.47M | 0.03% | −460−3.3% | Reduced |
| Toroso Investments, LLC | 13,534 | $1.46M | 0.02% | +732+5.7% | Added |
| Arcadia Investment Management Corp | 13,531 | $1.46M | 0.24% | +6,374+89.1% | Added |
| Xponance, Inc. | 13,414 | $1.45M | 0.01% | −314−2.3% | Reduced |
| HighTower Advisors, LLC | 13,043 | $1.41M | 0.00% | +4,146+46.6% | Added |
| Parcion Private Wealth LLC | 12,919 | $1.39M | 0.12% | −4,228−24.7% | Reduced |
| STRS Ohio | 12,804 | $1.38M | 0.01% | +12,804 | New |
| Glenmede Trust Co NA | 12,753 | $1.38M | 0.01% | −36−0.3% | Reduced |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,689 | $1.26M | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,477 | $1.24M | 0.02% | −221−1.9% | Reduced |
| Cresset Asset Management, LLC | 11,444 | $1.23M | 0.00% | +2,782+32.1% | Added |
| Amundi | 11,254 | $1.23M | 0.00% | +1,353+13.7% | Added |
| Pacer Advisors, Inc. | 11,302 | $1.22M | 0.00% | −56−0.5% | Reduced |
| Guggenheim Capital LLC | 11,150 | $1.20M | 0.01% | −7,104−38.9% | Reduced |
| Cetera Investment Advisers | 10,763 | $1.16M | 0.00% | +1,375+14.6% | Added |
| Peterson Wealth Services | 10,732 | $1.16M | 0.37% | +1,062+11.0% | Added |
| Susquehanna International Group, LLP | 10,719 | $1.16M | 0.00% | −113,226−91.4% | Reduced |
| Inspire Advisors, LLC | 10,526 | $1.14M | 0.14% | −496−4.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,516 | $1.13M | 0.30% | −147−1.4% | Reduced |
| Teacher Retirement System of Texas | 10,488 | $1.13M | 0.01% | −25,181−70.6% | Reduced |
| Natixis Investment Managers International | 10,310 | $1.11M | 0.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,305 | $1.11M | 0.00% | +5,133+99.2% | Added |
| Gibbs Wealth Management | 10,226 | $1.10M | 0.36% | +1,905+22.9% | Added |
| Bridges Investment Management Inc | 10,209 | $1.10M | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 9,800 | $1.06M | 0.23% | −3,200−24.6% | Reduced |
| Westfield Capital Management Co LP | 9,630 | $1.04M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 9,587 | $1.03M | 0.00% | +365+4.0% | Added |
| JustInvest LLC | 9,114 | $982.8K | 0.02% | +1,208+15.3% | Added |
| Pictet Asset Management Holding SA | 9,101 | $981.4K | 0.00% | +682+8.1% | Added |
| CI Private Wealth, LLC | 9,004 | $971.0K | 0.00% | +1,751+24.1% | Added |
| Northstar Group, Inc. | 9,000 | $970.6K | 0.17% | −1,327−12.8% | Reduced |
| Gitterman Wealth Management, LLC | 9,000 | $970.6K | 0.40% | 00.0% | Unchanged |
| Legato Capital Management LLC | 9,000 | $970.6K | 0.12% | +1,439+19.0% | Added |
| Greenwood Capital Associates LLC | 8,820 | $951.1K | 0.12% | −243−2.7% | Reduced |
| Captrust Financial Advisors | 8,796 | $948.5K | 0.00% | +89+1.0% | Added |
| Nisa Investment Advisors, LLC | 8,779 | $946.7K | 0.01% | −1,496−14.6% | Reduced |
| Precision Wealth Strategies, LLC | 8,721 | $940.5K | 0.87% | −88−1.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,600 | $927.4K | 0.00% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 8,545 | $921.5K | 0.27% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,295 | $894.5K | 0.24% | +19+0.2% | Added |