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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 1,836 | $216.1K | 0.08% | −579−24.0% | Reduced |
| Covestor Ltd | 1,851 | $218.0K | 0.14% | −383−17.1% | Reduced |
| Intellectus Partners, LLC | 1,883 | $221.6K | 0.05% | −170−8.3% | Reduced |
| HSBC Holdings PLC | 1,970 | $231.8K | 0.00% | +68+3.6% | Added |
| Smartleaf Asset Management LLC | 1,938 | $232.0K | 0.02% | −536−21.7% | Reduced |
| TCG Advisory Services, LLC | 2,016 | $237.2K | 0.01% | +100+5.2% | Added |
| Hardy Reed LLC | 2,067 | $243.2K | 0.02% | −190−8.4% | Reduced |
| PFW Advisors LLC | 2,124 | $250.0K | 0.08% | +2,124 | New |
| Sound View Wealth Advisors Group, LLC | 2,128 | $250.4K | 0.02% | −605−22.1% | Reduced |
| Ellis Investment Partners, LLC | 2,134 | $251.1K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,143 | $252.2K | 0.00% | −17−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,169 | $255.2K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,201 | $259.0K | 0.02% | +2,201 | New |
| Equitable Trust Co | 2,204 | $259.4K | 0.01% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,221 | $261.4K | 0.08% | +2,221 | New |
| Edgestream Partners, L.P. | 2,265 | $266.5K | 0.01% | +2,265 | New |
| Gibraltar Capital Management, Inc. | 2,272 | $267.4K | 0.12% | −397−14.9% | Reduced |
| Keebeck Wealth Management, LLC | 2,357 | $277.4K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 2,400 | $282.4K | 0.00% | −2,300−48.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,400 | $282.4K | 0.00% | +5+0.2% | Added |
| Oak Thistle LLC | 2,410 | $283.6K | 0.08% | +2,410 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,416 | $284.4K | 0.01% | +2,369+5,040.4% | Added |
| AlphaCore Capital LLC | 2,437 | $286.8K | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,452 | $288.6K | 0.01% | +10.0% | Added |
| Congress Wealth Management LLC | 2,453 | $288.7K | 0.00% | −325−11.7% | Reduced |
| Congress Asset Management Co | 2,453 | $288.7K | 0.00% | +2,453 | New |
| CIBC Asset Management Inc | 2,454 | $288.8K | 0.00% | +118+5.1% | Added |
| Shelton Capital Management | 2,537 | $298.6K | 0.01% | −141−5.3% | Reduced |
| Brinker Capital Investments, LLC | 2,576 | $303.1K | 0.00% | +602+30.5% | Added |
| Orion Portfolio Solutions, LLC | 2,576 | $303.1K | 0.00% | +602+30.5% | Added |
| Cerity Partners LLC | 2,662 | $303.7K | 0.00% | −472−15.1% | Reduced |
| Conway Capital Management, Inc. | 2,602 | $306.2K | 0.14% | +101+4.0% | Added |
| Marco Investment Management LLC | 2,609 | $307.0K | 0.03% | −230−8.1% | Reduced |
| KBC Group NV | 2,703 | $318.0K | 0.00% | +811+42.9% | Added |
| Wolverine Trading, LLC | 2,663 | $318.6K | 0.01% | −1,731−39.4% | Reduced |
| Vawter Financial, Ltd. | 2,710 | $318.9K | 0.19% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,764 | $325.3K | 0.04% | −780−22.0% | Reduced |
| Entropy Technologies, LP | 2,776 | $326.7K | 0.03% | +2,776 | New |
| RSM US Wealth Management LLC | 2,813 | $336.6K | 0.00% | +271+10.7% | Added |
| Scientech Research LLC | 2,871 | $337.9K | 0.10% | +2,871 | New |
| Envestnet Portfolio Solutions, Inc. | 2,876 | $338.5K | 0.00% | +861+42.7% | Added |
| HBK Sorce Advisory LLC | 2,916 | $343.2K | 0.01% | −133−4.4% | Reduced |
| Susquehanna International Group, LLP | 2,965 | $348.9K | 0.00% | −7,754−72.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,968 | $349.3K | 0.25% | −346−10.4% | Reduced |
| Wedbush Securities Inc | 3,150 | $371.0K | 0.01% | +3,150 | New |
| ProShare Advisors LLC | 3,156 | $371.4K | 0.00% | +225+7.7% | Added |
| Lindenwold Advisors | 3,165 | $372.5K | 0.20% | −463−12.8% | Reduced |
| Diversify Wealth Management, LLC | 3,070 | $374.8K | 0.03% | −421−12.1% | Reduced |
| Wallace Advisory Group, LLC | 3,478 | $375.1K | 0.26% | −163−4.5% | Reduced |
| CAPROCK Group, Inc. | 3,194 | $376.0K | 0.01% | +2+0.1% | Added |
| Bridgewater Associates, LP | 3,268 | $384.6K | 0.00% | +3,268 | New |
| Great Valley Advisor Group, Inc. | 3,269 | $384.6K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,300 | $388.3K | 0.04% | +100+3.1% | Added |
| Summitry LLC | 3,359 | $395.3K | 0.02% | +708+26.7% | Added |
| Voleon Capital Management LP | 3,450 | $406.0K | 0.03% | +3,450 | New |
| GTS Securities LLC | 3,464 | $407.6K | 0.02% | +3,464 | New |
| Trust Co of Oklahoma | 3,470 | $408.4K | 0.13% | −84−2.4% | Reduced |
| RiverPark Advisors, LLC | 3,485 | $410.1K | 0.33% | +640+22.5% | Added |
| Prudential Financial Inc | 3,163 | $422.1K | 0.00% | −103−3.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,593 | $422.8K | 0.01% | +241+7.2% | Added |
| Alpha Cubed Investments, LLC | 3,600 | $423.6K | 0.02% | −420−10.4% | Reduced |
| Utah Retirement Systems | 3,600 | $423.6K | 0.00% | −100−2.7% | Reduced |
| Colonial River Wealth Management, LLC | 3,613 | $425.2K | 0.21% | +249+7.4% | Added |
| Malaga Cove Capital, LLC | 3,629 | $427.1K | 0.17% | +1,709+89.0% | Added |
| Waratah Capital Advisors Ltd. | 3,690 | $434.2K | 0.02% | +3,690 | New |
| Park Avenue Securities LLC | 3,699 | $435.0K | 0.00% | +21+0.6% | Added |
| Commerzbank Aktiengesellschaft | 1,217 | $436.0K | 0.01% | +393+47.7% | Added |
| Alps Advisors Inc | 3,734 | $439.4K | 0.00% | 00.0% | Unchanged |
| Brighton Securities Corp. | 3,787 | $445.7K | 0.22% | +3,787 | New |
| The PNC Financial Services Group, Inc. | 3,868 | $455.2K | 0.00% | +244+6.7% | Added |
| Maryland State Retirement & Pension System | 3,901 | $459.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,050 | $476.6K | 0.03% | −46−1.1% | Reduced |
| Natixis Investment Managers International | 4,095 | $481.9K | 0.04% | −6,215−60.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,202 | $494.5K | 0.00% | +407+10.7% | Added |
| Belpointe Asset Management LLC | 5,310 | $507.2K | 0.03% | −4−0.1% | Reduced |
| Evergreen Capital Management LLC | 4,312 | $507.4K | 0.02% | +71+1.7% | Added |
| First Commonwealth Financial Corp | 4,434 | $521.8K | 0.12% | −1,666−27.3% | Reduced |
| Quadrature Capital Ltd | 4,574 | $537.9K | 0.01% | +4,574 | New |
| Aviva PLC | 4,591 | $540.3K | 0.00% | −2,114−31.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,666 | $550.0K | 0.01% | −6−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,850 | $571.3K | 0.00% | −2,046−29.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $576.6K | 0.00% | −3,700−43.0% | Reduced |
| Two Sigma Securities, LLC | 5,023 | $591.1K | 0.11% | +2,902+136.8% | Added |
| Securian Asset Management, Inc | 5,100 | $600.2K | 0.02% | −128−2.4% | Reduced |
| Cynosure Management, LLC | 5,224 | $614.8K | 0.09% | −2,010−27.8% | Reduced |
| Highland Capital Management, LLC | 5,228 | $615.2K | 0.04% | +5,228 | New |
| State of Wyoming | 5,240 | $616.7K | 0.08% | +1,982+60.8% | Added |
| Zacks Investment Management | 5,416 | $637.4K | 0.01% | −1,009−15.7% | Reduced |
| Illinois Municipal Retirement Fund | 5,475 | $644.3K | 0.01% | +5,475 | New |
| CWM Advisors, LLC | 5,573 | $655.8K | 0.07% | −871−13.5% | Reduced |
| Cim, LLC | 5,671 | $667.4K | 0.10% | −873−13.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,855 | $689.0K | 0.00% | −9,152−61.0% | Reduced |
| Global Retirement Partners, LLC | 5,942 | $699.3K | 0.02% | −168−2.7% | Reduced |
| Quantinno Capital Management LP | 6,018 | $708.3K | 0.01% | −468−7.2% | Reduced |
| Oddo BHF Asset Management SAS | 6,091 | $716.8K | 0.04% | +6,091 | New |
| Yorktown Management & Research Co Inc | 6,200 | $729.6K | 0.70% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,308 | $742.3K | 0.01% | +4,642+278.6% | Added |
| Greenwood Capital Associates LLC | 6,348 | $747.0K | 0.10% | −2,472−28.0% | Reduced |
| Federated Hermes, Inc. | 6,432 | $756.9K | 0.00% | −422−6.2% | Reduced |
| Bleakley Financial Group, LLC | 6,549 | $770.7K | 0.02% | +6,549 | New |