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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
Public Employees Retirement Association of Colorado8,174$881.0K0.00%00.0%Unchanged
Yarbrough Capital, LLC7,984$861.0K0.04%+3,300+70.5%Added
David Loasby7,916$848.5K0.08%+581+7.9%Added
State of Alaska, Department of Revenue7,865$848.0K0.01%+530+7.2%Added
11 Capital Partners LP7,800$841.2K0.35%−32,200−80.5%Reduced
Cadent Capital Advisors, LLC7,593$818.8K0.28%00.0%Unchanged
Cynosure Management, LLC7,234$780.1K0.11%+2,602+56.2%Added
Deutsche Bank AG7,198$776.2K0.00%−157−2.1%Reduced
Gabelli Funds LLC7,000$754.9K0.01%+7,000New
Advisor Group Holdings, Inc.6,896$743.9K0.00%+386+5.9%Added
Federated Hermes, Inc.6,854$739.1K0.00%−676−9.0%Reduced
Aviva PLC6,705$723.1K0.00%−1,540−18.7%Reduced
Cim, LLC6,544$705.7K0.10%−161−2.4%Reduced
Quantinno Capital Management LP6,486$699.5K0.01%+192+3.1%Added
CWM Advisors, LLC6,444$694.9K0.07%+2,445+61.1%Added
Zacks Investment Management6,425$692.9K0.01%+6,425New
Yorktown Management & Research Co Inc6,200$668.6K0.69%+6,200New
Federation des caisses Desjardins du Quebec6,200$667.8K0.00%00.0%Unchanged
Global Retirement Partners, LLC6,110$658.9K0.02%+43+0.7%Added
Guidance Capital, Inc6,021$658.3K0.21%−340−5.3%Reduced
First Commonwealth Financial Corp6,100$657.8K0.16%00.0%Unchanged
Campbell & CO Investment Adviser LLC5,700$614.7K0.05%+5,700New
Belpointe Asset Management LLC5,314$573.1K0.03%+4+0.1%Added
Securian Asset Management, Inc5,228$563.8K0.02%−214−3.9%Reduced
Intech Investment Management LLC4,982$537.3K0.01%+4,982New
HM Payson & Co4,700$506.8K0.01%−800−14.5%Reduced
Crossmark Global Holdings, Inc.4,672$504.0K0.01%+369+8.6%Added
Algert Global LLC4,379$472.2K0.01%−16,010−78.5%Reduced
Wolverine Trading, LLC4,394$470.6K0.01%+4,394New
Evergreen Capital Management LLC4,241$457.4K0.02%+62+1.5%Added
Bayesian Capital Management, LP4,208$453.8K0.05%+4,208New
Quadrant Capital Group LLC4,096$441.7K0.03%−102−2.4%Reduced
Alpha Cubed Investments, LLC4,020$433.5K0.02%+345+9.4%Added
O'Shaughnessy Asset Management, LLC3,795$425.2K0.00%−1,799−32.2%Reduced
Maryland State Retirement & Pension System3,901$420.7K0.01%−1,419−26.7%Reduced
Alps Advisors Inc3,734$402.7K0.00%−68,186−94.8%Reduced
Utah Retirement Systems3,700$399.0K0.00%00.0%Unchanged
Park Avenue Securities LLC3,678$397.0K0.00%−175−4.5%Reduced
Lindenwold Advisors3,628$391.2K0.20%+20+0.6%Added
Verition Fund Management LLC3,626$391.0K0.00%−4,656−56.2%Reduced
The PNC Financial Services Group, Inc.3,624$390.8K0.00%+1,285+54.9%Added
City Center Advisors, LLC3,608$389.1K0.43%−651−15.3%Reduced
NBC Securities, Inc.3,601$388.0K0.03%+156+4.5%Added
Trust Co of Oklahoma3,554$383.3K0.12%−116−3.2%Reduced
Mechanics Bank Trust Department3,544$382.2K0.05%−3−0.1%Reduced
Wiley Bros.-Aintree Capital, LLC3,540$381.7K0.01%+3,540New
Diversify Wealth Management, LLC3,491$373.2K0.04%−151−4.1%Reduced
Boothbay Fund Management, LLC3,397$366.3K0.01%+3,397New
Colonial River Wealth Management, LLC3,364$362.8K0.18%+3,364New
Axxcess Wealth Management, LLC3,352$361.5K0.01%+3,352New
Baldwin Brothers Inc3,343$360.5K0.02%+3,343New
Cottonwood Capital Advisors, LLC3,314$357.4K0.26%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.3,309$356.8K0.05%00.0%Unchanged
Great Valley Advisor Group, Inc.3,269$352.6K0.01%+3,269New
Prudential Financial Inc3,266$352.2K0.00%−97−2.9%Reduced
State of Wyoming3,258$351.4K0.05%−120−3.6%Reduced
Smith, Moore & Co.3,200$345.1K0.03%+300+10.3%Added
CAPROCK Group, Inc.3,192$344.3K0.01%−7−0.2%Reduced
Cerity Partners LLC3,134$338.0K0.00%−100,827−97.0%Reduced
SG Americas Securities, LLC3,118$336.0K0.00%−4,255−57.7%Reduced
HBK Sorce Advisory LLC3,049$328.8K0.01%+10.0%Added
Wallace Advisory Group, LLC3,641$317.6K0.23%00.0%Unchanged
ProShare Advisors LLC2,931$316.1K0.00%−9,368−76.2%Reduced
RiverPark Advisors, LLC2,845$306.8K0.25%+1,959+221.1%Added
Marco Investment Management LLC2,839$306.2K0.03%00.0%Unchanged
Congress Wealth Management LLC2,778$299.6K0.00%+2,778New
Jefferies Financial Group Inc.2,775$299.3K0.00%+2,775New
Sound View Wealth Advisors Group, LLC2,733$294.7K0.02%00.0%Unchanged
Vawter Financial, Ltd.2,710$292.2K0.18%00.0%Unchanged
Shelton Capital Management2,678$288.8K0.01%+2,678New
Gibraltar Capital Management, Inc.2,669$287.8K0.13%00.0%Unchanged
Ontario Teachers Pension Plan Board2,657$286.5K0.00%−5,241−66.4%Reduced
Summitry LLC2,651$285.9K0.01%+80+3.1%Added
RSM US Wealth Management LLC2,542$271.0K0.00%+2,542New
Conway Capital Management, Inc.2,501$269.7K0.13%+2,501New
Smartleaf Asset Management LLC2,474$265.0K0.03%+250+11.2%Added
Journey Strategic Wealth LLC2,451$264.3K0.01%+2+0.1%Added
AlphaCore Capital LLC2,437$262.8K0.06%+2,437New
Baker Tilly Wealth Management, LLC2,415$260.4K0.12%−1,174−32.7%Reduced
Prime Capital Investment Advisors, LLC2,395$258.3K0.00%+16+0.7%Added
Keebeck Wealth Management, LLC2,357$254.2K0.04%00.0%Unchanged
CIBC Asset Management Inc2,336$251.9K0.00%+2,336New
AlphaStar Capital Management, LLC2,335$251.8K0.02%−353−13.1%Reduced
Private Advisor Group, LLC2,331$251.3K0.00%+2,331New
Bridgefront Capital, LLC2,305$248.6K0.10%+2,305New
Advisory Services Network, LLC2,828$246.7K0.01%00.0%Unchanged
Hardy Reed LLC2,257$243.4K0.02%+2,257New
Simplex Trading, LLC2,254$243.0K0.01%−4,719−67.7%Reduced
Covestor Ltd2,234$241.0K0.15%−76−3.3%Reduced
Equitable Trust Co2,204$237.7K0.02%+2,204New
Axiom Advisory, LLC2,562$236.7K0.00%+14+0.5%Added
Fifth Third Wealth Advisors LLC2,169$233.9K0.01%+18+0.8%Added
Sequoia Financial Advisors, LLC2,160$232.9K0.00%+2,160New
Ellis Investment Partners, LLC2,134$230.1K0.04%+2,134New
Two Sigma Securities, LLC2,121$228.7K0.02%−2,185−50.7%Reduced
Berry Wealth Group, LP2,085$224.8K0.16%+2,085New
Intellectus Partners, LLC2,053$221.4K0.06%+2,053New
Envestnet Portfolio Solutions, Inc.2,015$217.3K0.00%+2,015New
Brinker Capital Investments, LLC1,974$212.8K0.00%+1,974New
Orion Portfolio Solutions, LLC1,974$212.8K0.00%+1,974New