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, Q4 2024
Institutional positions in Aaon, Inc. as of Dec 31, 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
- 422
- +48 vs. Q3 2024
- Shares held
- 58.0M
- +137.7K (+0.2%) vs. Q3 2024
- Total value
- $6.83B
- +$588.6M (+9.4%) vs. Q3 2024
- New holders
- 82
- 140 more added
- Sold out
- 34
- 159 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 2 | $235 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 2 | $236 | 0.00% | +2 | New |
| Kohmann Bosshard Financial Services, LLC | 3 | $353 | 0.00% | +3 | New |
| First Pacific Financial | 3 | $354 | 0.00% | −31−91.2% | Reduced |
| NBC Securities, Inc. | 3 | $413 | 0.04% | −3,598−99.9% | Reduced |
| Global Financial Private Client, LLC | 4 | $471 | 0.00% | +4 | New |
| Assetmark, Inc | 7 | $824 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 10 | $1.18K | 0.00% | −5−33.3% | Reduced |
| Larson Financial Group LLC | 10 | $1.18K | 0.00% | +2+25.0% | Added |
| Cassady Schiller Wealth Management, LLC | 10 | $1.18K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 11 | $1.29K | 0.00% | +11 | New |
| Steward Partners Investment Advisory, LLC | 13 | $1.53K | 0.00% | +13 | New |
| Center for Financial Planning, Inc. | 13 | $1.53K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $2.12K | 0.00% | −3−14.3% | Reduced |
| Bell Investment Advisors, Inc | 19 | $2.24K | 0.00% | +4+26.7% | Added |
| Farmers & Merchants Investments Inc | 28 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $3.29K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $3.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 31 | $3.65K | 0.00% | +31 | New |
| Ridgewood Investments LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 35 | $4.12K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 36 | $4.24K | 0.00% | −7−16.3% | Reduced |
| IFP Advisors, Inc | 23 | $4.83K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 44 | $5.18K | 0.00% | −5−10.2% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $5.18K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 45 | $5.30K | 0.00% | +28+164.7% | Added |
| Itau Unibanco Holding S.A. | 47 | $5.53K | 0.00% | −24−33.8% | Reduced |
| Colonial Trust Co | 48 | $5.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $5.65K | 0.00% | +48 | New |
| Meeder Asset Management Inc | 49 | $5.77K | 0.00% | +49 | New |
| Beacon Capital Management, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 53 | $6.24K | 0.00% | −14−20.9% | Reduced |
| Synergy Investment Management, LLC | 62 | $7.30K | 0.00% | +62 | New |
| Washington Trust Advisors, Inc. | 73 | $8.59K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $9.00K | 0.01% | +75 | New |
| Jones Financial Companies LLLP | 78 | $9.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $10.0K | 0.00% | +85 | New |
| GeoWealth Management, LLC | 90 | $10.6K | 0.00% | +90 | New |
| MAI Capital Management | 92 | $10.8K | 0.00% | +92 | New |
| Hemington Wealth Management | 96 | $11.0K | 0.00% | +19+24.7% | Added |
| SRS Capital Advisors, Inc. | 95 | $11.2K | 0.00% | −3−3.1% | Reduced |
| Key Financial Inc | 97 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $11.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 105 | $12.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 108 | $12.7K | 0.00% | +108 | New |
| Fuller & Thaler Asset Management, Inc. | 115 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 122 | $14.4K | 0.00% | +10+8.9% | Added |
| Wolff Wiese Magana LLC | 127 | $14.9K | 0.01% | −30−19.1% | Reduced |
| MCF Advisors LLC | 148 | $17.4K | 0.00% | +30+25.4% | Added |
| EverSource Wealth Advisors, LLC | 149 | $17.5K | 0.00% | −123−45.2% | Reduced |
| Bessemer Group Inc | 154 | $18.0K | 0.00% | +73+90.1% | Added |
| Massmutual Trust Co FSB | 154 | $18.1K | 0.00% | +8+5.5% | Added |
| Tucker Asset Management LLC | 159 | $18.7K | 0.00% | −35−18.0% | Reduced |
| Transce3nd, LLC | 166 | $19.5K | 0.01% | +166 | New |
| Mirae Asset Global Investments Co., Ltd. | 199 | $24.2K | 0.00% | +199 | New |
| Clearstead Advisors, LLC | 229 | $26.9K | 0.00% | +10+4.6% | Added |
| Mather Group, LLC. | 230 | $27.1K | 0.00% | +193+521.6% | Added |
| Farther Finance Advisors, LLC | 278 | $32.7K | 0.00% | −14−4.8% | Reduced |
| Twin Tree Management, LP | 284 | $33.4K | 0.00% | +284 | New |
| Quarry LP | 313 | $36.8K | 0.01% | +103+49.0% | Added |
| Umb Bank N A | 325 | $38.2K | 0.00% | +131+67.5% | Added |
| Westside Investment Management, Inc. | 330 | $38.8K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 342 | $40.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 307 | $42.0K | 0.00% | −144−31.9% | Reduced |
| Empowered Funds, LLC | 360 | $42.4K | 0.00% | +360 | New |
| Whittier Trust Co | 391 | $46.0K | 0.00% | +391 | New |
| Park Square Financial Group, LLC | 483 | $56.8K | 0.04% | +483 | New |
| Caitong International Asset Management Co., Ltd | 550 | $64.7K | 0.06% | +550 | New |
| Parallel Advisors, LLC | 567 | $66.7K | 0.00% | +57+11.2% | Added |
| Signaturefd, LLC | 617 | $72.6K | 0.00% | +4+0.7% | Added |
| First Horizon Advisors, Inc. | 623 | $73.3K | 0.00% | −176−22.0% | Reduced |
| Huntington National Bank | 656 | $77.2K | 0.00% | +328+100.0% | Added |
| Harbour Investments, Inc. | 706 | $83.1K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 738 | $86.8K | 0.02% | +45+6.5% | Added |
| Simplex Trading, LLC | 746 | $87.0K | 0.00% | −1,508−66.9% | Reduced |
| CWM, LLC | 746 | $88.0K | 0.00% | −15−2.0% | Reduced |
| Painted Porch Advisors LLC | 760 | $89.4K | 0.04% | +332+77.6% | Added |
| Winnow Wealth LLC | 998 | $117.4K | 0.12% | +998 | New |
| Pinnacle Financial Partners Inc | 1,125 | $121.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,064 | $125.2K | 0.00% | +422+65.7% | Added |
| Archer Investment Corp | 1,075 | $126.5K | 0.03% | −500−31.7% | Reduced |
| Sterling Capital Management LLC | 1,088 | $128.0K | 0.00% | −153−12.3% | Reduced |
| CVA Family Office, LLC | 1,123 | $132.2K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,252 | $147.3K | 0.00% | +76+6.5% | Added |
| Advisors Asset Management, Inc. | 1,300 | $153.0K | 0.00% | +570+78.1% | Added |
| Ci Investments Inc. | 1,369 | $161.0K | 0.00% | +385+39.1% | Added |
| Harvest Fund Management Co., Ltd | 1,457 | $174.0K | 0.01% | +208+16.7% | Added |
| Fifth Third Bancorp | 1,504 | $177.0K | 0.00% | −161−9.7% | Reduced |
| Acropolis Investment Management, LLC | 1,521 | $179.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,580 | $185.9K | 0.03% | +1,580 | New |
| Golden State Wealth Management, LLC | 1,630 | $191.8K | 0.03% | +1,630 | New |
| GAMMA Investing LLC | 1,636 | $192.5K | 0.02% | +590+56.4% | Added |
| Mercer Global Advisors Inc | 1,715 | $201.8K | 0.00% | +1,715 | New |
| Forum Financial Management, LP | 1,715 | $201.8K | 0.00% | +1,715 | New |
| Cowa, LLC | 1,769 | $208.2K | 0.10% | +1,769 | New |
| Verdence Capital Advisors LLC | 1,776 | $209.0K | 0.02% | +1,776 | New |
| Wealth Enhancement Advisory Services, LLC | 1,787 | $210.3K | 0.00% | +1,787 | New |
| Bryn Mawr Trust Co | 1,800 | $211.8K | 0.00% | +1,400+350.0% | Added |
| Tradition Wealth Management, LLC | 1,808 | $212.8K | 0.02% | +1,808 | New |