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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 1,940 | $209.2K | 0.01% | +1,940 | New |
| Malaga Cove Capital, LLC | 1,920 | $207.1K | 0.08% | +1,920 | New |
| TCG Advisory Services, LLC | 1,916 | $206.6K | 0.01% | −417−17.9% | Reduced |
| HSBC Holdings PLC | 1,902 | $205.0K | 0.00% | +1,902 | New |
| KBC Group NV | 1,892 | $204.0K | 0.00% | +254+15.5% | Added |
| Tower Research Capital LLC (TRC) | 1,666 | $179.7K | 0.00% | −23,581−93.4% | Reduced |
| Fifth Third Bancorp | 1,665 | $179.6K | 0.00% | +235+16.4% | Added |
| Archer Investment Corp | 1,575 | $169.8K | 0.05% | +450+40.0% | Added |
| Acropolis Investment Management, LLC | 1,521 | $164.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,249 | $135.0K | 0.01% | +1,240+13,777.8% | Added |
| Sterling Capital Management LLC | 1,241 | $133.8K | 0.00% | +1,241 | New |
| Exchange Traded Concepts, LLC | 1,176 | $126.8K | 0.00% | +393+50.2% | Added |
| Pinnacle Financial Partners Inc | 1,125 | $121.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,123 | $121.1K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,046 | $112.8K | 0.01% | +301+40.4% | Added |
| Ci Investments Inc. | 984 | $106.0K | 0.00% | +179+22.2% | Added |
| First Horizon Advisors, Inc. | 799 | $86.3K | 0.00% | +6+0.8% | Added |
| CWM, LLC | 761 | $82.0K | 0.00% | −16−2.1% | Reduced |
| Advisors Asset Management, Inc. | 730 | $78.7K | 0.00% | +493+208.0% | Added |
| Harbour Investments, Inc. | 706 | $76.1K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 693 | $74.7K | 0.01% | +693 | New |
| Northwestern Mutual Wealth Management Co | 642 | $69.2K | 0.00% | +630+5,250.0% | Added |
| Signaturefd, LLC | 613 | $66.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 510 | $55.0K | 0.00% | +61+13.6% | Added |
| Allworth Financial LP | 451 | $48.6K | 0.00% | −8−1.7% | Reduced |
| Painted Porch Advisors LLC | 428 | $46.2K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 400 | $43.1K | 0.00% | +400 | New |
| Financial Network Wealth Advisors LLC | 345 | $37.2K | 0.03% | +7+2.1% | Added |
| ORG Wealth Partners, LLC | 342 | $36.9K | 0.01% | +342 | New |
| Westside Investment Management, Inc. | 330 | $35.6K | 0.01% | +330 | New |
| Huntington National Bank | 328 | $35.4K | 0.00% | −66−16.8% | Reduced |
| Farther Finance Advisors, LLC | 292 | $31.5K | 0.00% | +75+34.6% | Added |
| EverSource Wealth Advisors, LLC | 272 | $29.3K | 0.00% | +21+8.4% | Added |
| Ronald Blue Trust, Inc. | 296 | $25.8K | 0.00% | +198+202.0% | Added |
| Clearstead Advisors, LLC | 219 | $23.6K | 0.00% | −31−12.4% | Reduced |
| Quarry LP | 210 | $22.6K | 0.01% | +210 | 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 |
| Northwest Investment Counselors, LLC | 161 | $17.4K | 0.00% | +161 | New |
| Wolff Wiese Magana LLC | 157 | $16.9K | 0.01% | +24+18.0% | Added |
| Massmutual Trust Co FSB | 146 | $15.7K | 0.00% | −9−5.8% | Reduced |
| MCF Advisors LLC | 118 | $12.7K | 0.00% | +80+210.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 115 | $12.4K | 0.00% | −103−47.2% | Reduced |
| Private Trust Co NA | 112 | $12.1K | 0.00% | +17+17.9% | Added |
| Lindbrook Capital, LLC | 105 | $11.3K | 0.00% | +13+14.1% | Added |
| Hollencrest Capital Management | 100 | $10.8K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 98 | $10.6K | 0.00% | +9+10.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $10.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 81 | $9.00K | 0.00% | −50−38.2% | Reduced |
| Jones Financial Companies LLLP | 78 | $8.35K | 0.00% | +78 | New |
| Jaffetilchin Investment Partners, LLC | 74 | $8.00K | 0.00% | +74 | New |
| Hemington Wealth Management | 77 | $8.00K | 0.00% | +77 | New |
| Washington Trust Advisors, Inc. | 73 | $7.87K | 0.00% | +73 | New |
| Itau Unibanco Holding S.A. | 71 | $7.66K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 67 | $7.23K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 63 | $6.79K | 0.00% | +63 | New |
| Beacon Capital Management, LLC | 51 | $5.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $5.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $5.14K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $5.07K | 0.00% | −3−6.0% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $4.75K | 0.00% | +2+4.8% | Added |
| Principal Securities, Inc. | 43 | $4.64K | 0.00% | +24+126.3% | Added |
| Mather Group, LLC. | 37 | $3.99K | 0.00% | +11+42.3% | Added |
| LGT Financial Advisors LLC | 35 | $3.77K | 0.01% | 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 |
| Aspect Partners, LLC | 30 | $3.26K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $3.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $3.02K | 0.00% | −2−6.7% | Reduced |
| Bellevue Asset Management, LLC | 28 | $3.02K | 0.00% | +28 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $2.27K | 0.00% | +5+31.3% | Added |
| Rakuten Securities, Inc. | 17 | $1.83K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 15 | $1.62K | 0.00% | −1−6.3% | Reduced |
| Bell Investment Advisors, Inc | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 11 | $1.19K | 0.00% | +11 | New |
| Larson Financial Group LLC | 8 | $863 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $755 | 0.00% | +7 | New |
| Claris Advisors, LLC | 6 | $647 | 0.00% | +6 | New |
| Capital Performance Advisors LLP | 6 | $647 | 0.00% | +6 | New |
| Commerzbank Aktiengesellschaft | 824 | – | – | +824 | New |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −78,265−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −47,800−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −45,681−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −42,674−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −34,167−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −32,169−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −27,157−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −22,941−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,562−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,757−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −14,805−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,481−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,669−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,380−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,819−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |