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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 6,618 | $778.8K | 0.20% | −1,677−20.2% | Reduced |
| Engineers Gate Manager LP | 6,702 | $788.7K | 0.01% | +6,702 | New |
| Omers Administration Corp | 6,800 | $800.2K | 0.01% | +6,800 | New |
| Gabelli Funds LLC | 7,000 | $823.8K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,194 | $846.6K | 0.00% | −4−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,284 | $882.5K | 0.01% | +3,744+105.8% | Added |
| Savant Capital, LLC | 7,511 | $883.9K | 0.01% | +7,511 | New |
| Cadent Capital Advisors, LLC | 7,593 | $893.5K | 0.31% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,695 | $905.0K | 0.01% | −170−2.2% | Reduced |
| Yarbrough Capital, LLC | 7,984 | $939.6K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,985 | $940.0K | 0.00% | −189−2.3% | Reduced |
| Gitterman Wealth Management, LLC | 8,000 | $941.4K | 0.39% | −1,000−11.1% | Reduced |
| Precision Wealth Strategies, LLC | 8,198 | $964.8K | 0.75% | −523−6.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,241 | $969.8K | 0.07% | +2,541+44.6% | Added |
| D. E. Shaw & Co., Inc. | 8,352 | $982.9K | 0.00% | −15,387−64.8% | Reduced |
| Amundi | 8,514 | $1.02M | 0.00% | −2,740−24.3% | Reduced |
| David Loasby | 8,409 | $1.03M | 0.09% | +493+6.2% | Added |
| Nomura Holdings Inc | 8,952 | $1.05M | 0.01% | +8,952 | New |
| Cetera Investment Advisers | 8,972 | $1.06M | 0.00% | −1,791−16.6% | Reduced |
| CI Private Wealth, LLC | 8,985 | $1.06M | 0.00% | −19−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 8,992 | $1.06M | 0.00% | +213+2.4% | Added |
| Northstar Group, Inc. | 9,000 | $1.06M | 0.18% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,171 | $1.08M | 0.01% | −1,979−17.7% | Reduced |
| Caldwell Investment Management Ltd. | 9,200 | $1.10M | 0.74% | +9,200 | New |
| PFG Advisors | 9,700 | $1.14M | 0.07% | +9,700 | New |
| B. Metzler seel. Sohn & Co. AG | 9,730 | $1.15M | 0.01% | −2,184−18.3% | Reduced |
| Atria Investments LLC | 9,968 | $1.17M | 0.01% | −3,806−27.6% | Reduced |
| JustInvest LLC | 10,031 | $1.18M | 0.02% | +917+10.1% | Added |
| Pictet Asset Management Holding SA | 10,037 | $1.18M | 0.00% | +936+10.3% | Added |
| Bank of Montreal | 10,073 | $1.19M | 0.00% | +486+5.1% | Added |
| Glenmede Trust Co NA | 10,079 | $1.19M | 0.01% | −2,674−21.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,275 | $1.21M | 0.33% | −241−2.3% | Reduced |
| STRS Ohio | 10,567 | $1.24M | 0.00% | −2,237−17.5% | Reduced |
| Inspire Advisors, LLC | 10,812 | $1.27M | 0.16% | +286+2.7% | Added |
| Legato Capital Management LLC | 11,055 | $1.30M | 0.17% | +2,055+22.8% | Added |
| Peterson Wealth Services | 11,109 | $1.31M | 0.39% | +377+3.5% | Added |
| Captrust Financial Advisors | 11,415 | $1.34M | 0.00% | +2,619+29.8% | Added |
| Pacer Advisors, Inc. | 11,718 | $1.38M | 0.00% | +416+3.7% | Added |
| Schroder Investment Management Group | 11,698 | $1.40M | 0.00% | +11,698 | New |
| Cresset Asset Management, LLC | 11,994 | $1.41M | 0.01% | +550+4.8% | Added |
| Bridges Investment Management Inc | 12,072 | $1.42M | 0.02% | +1,863+18.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,223 | $1.44M | 0.00% | +534+4.6% | Added |
| Gibbs Wealth Management | 12,285 | $1.45M | 0.39% | +2,059+20.1% | Added |
| Parcion Private Wealth LLC | 12,919 | $1.52M | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,328 | $1.57M | 0.00% | +285+2.2% | Added |
| BNP Paribas Arbitrage, SA | 13,415 | $1.58M | 0.00% | +3,110+30.2% | Added |
| Ameritas Investment Partners, Inc. | 13,512 | $1.59M | 0.05% | −283−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,534 | $1.59M | 0.02% | +2,057+17.9% | Added |
| Xponance, Inc. | 13,711 | $1.61M | 0.01% | +297+2.2% | Added |
| Oregon Public Employees Retirement Fund | 13,715 | $1.61M | 0.03% | +46+0.3% | Added |
| New Mexico Educational Retirement Board | 14,200 | $1.67M | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 14,323 | $1.69M | 0.27% | +792+5.9% | Added |
| PEAK6 LLC | 14,328 | $1.69M | 0.07% | +14,328 | New |
| Regions Financial Corp | 14,440 | $1.70M | 0.01% | +22+0.2% | Added |
| KLP Kapitalforvaltning AS | 14,450 | $1.70M | 0.01% | +14,450 | New |
| Portside Wealth Group, LLC | 14,716 | $1.73M | 0.29% | −2,956−16.7% | Reduced |
| Storebrand Asset Management AS | 14,729 | $1.73M | 0.01% | −8,628−36.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,899 | $1.75M | 0.01% | +77+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,994 | $1.76M | 0.04% | +76+0.5% | Added |
| Mariner, LLC | 14,999 | $1.77M | 0.00% | −568−3.6% | Reduced |
| Pathstone Holdings, LLC | 15,101 | $1.78M | 0.01% | −1,255−7.7% | Reduced |
| Massar Capital Management, LP | 15,166 | $1.78M | 2.03% | +15,166 | New |
| Millennium Management LLC | 15,332 | $1.80M | 0.00% | −206,265−93.1% | Reduced |
| Avantax Advisory Services, Inc. | 15,499 | $1.82M | 0.01% | −267−1.7% | Reduced |
| Mfg Wealth Management, Inc. | 15,723 | $1.85M | 1.69% | +15,723 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,600 | $1.87M | 0.74% | +15,600 | New |
| GWM Advisors LLC | 15,973 | $1.88M | 0.01% | +34+0.2% | Added |
| State of Michigan Retirement System | 16,000 | $1.88M | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,391 | $1.93M | 0.13% | +16,391 | New |
| Lisanti Capital Growth, LLC | 16,815 | $1.98M | 0.48% | +16,815 | New |
| Oppenheimer Asset Management Inc. | 16,901 | $1.99M | 0.02% | +425+2.6% | Added |
| Squarepoint Ops LLC | 17,172 | $2.02M | 0.01% | −21,108−55.1% | Reduced |
| Norden Group LLC | 17,212 | $2.03M | 0.23% | −4,287−19.9% | Reduced |
| Handelsbanken Fonder AB | 17,724 | $2.09M | 0.01% | −1,300−6.8% | Reduced |
| Olistico Wealth, LLC | 17,848 | $2.10M | 1.22% | 00.0% | Unchanged |
| TD Asset Management Inc | 18,096 | $2.13M | 0.00% | −2,168−10.7% | Reduced |
| RMB Capital Management, LLC | 18,503 | $2.18M | 0.05% | +100+0.5% | Added |
| Louisiana State Employees Retirement System | 18,700 | $2.20M | 0.04% | +100+0.5% | Added |
| Thrivent Financial for Lutherans | 19,304 | $2.35M | 0.00% | +59+0.3% | Added |
| Arizona State Retirement System | 19,964 | $2.35M | 0.01% | +174+0.9% | Added |
| 4D Advisors, LLC | 20,000 | $2.35M | 1.65% | +20,000 | New |
| Campbell Newman Asset Management Inc | 20,199 | $2.38M | 0.19% | −70.0% | Reduced |
| Macquarie Group Ltd | 20,297 | $2.39M | 0.00% | +20,297 | New |
| New York State Teachers Retirement System | 20,583 | $2.42M | 0.01% | +1,271+6.6% | Added |
| Teachers Retirement System of the State of Kentucky | 20,612 | $2.43M | 0.02% | −1,030−4.8% | Reduced |
| Ontario Teachers Pension Plan Board | 20,713 | $2.44M | 0.03% | +18,056+679.6% | Added |
| Decade Renewable Partners LP | 20,807 | $2.45M | 1.20% | +20,807 | New |
| Creative Planning | 21,235 | $2.50M | 0.00% | −438−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 21,602 | $2.60M | 0.00% | +203+0.9% | Added |
| Central Trust Co | 23,259 | $2.74M | 0.07% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 23,507 | $2.77M | 0.00% | +23,507 | New |
| Yousif Capital Management, LLC | 23,858 | $2.81M | 0.03% | −920−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 23,911 | $2.81M | 0.01% | +1,010+4.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,387 | $2.87M | 0.03% | +24,387 | New |
| SG Americas Securities, LLC | 24,666 | $2.90M | 0.01% | +21,548+691.1% | Added |
| Verition Fund Management LLC | 25,635 | $3.02M | 0.02% | +22,009+607.0% | Added |
| Aptus Capital Advisors, LLC | 25,839 | $3.03M | 0.04% | +4,655+22.0% | Added |
| State of New Jersey Common Pension Fund D | 26,532 | $3.12M | 0.01% | −837−3.1% | Reduced |
| EAM Investors, LLC | 27,482 | $3.23M | 0.46% | −13,990−33.7% | Reduced |
| Wesbanco Bank Inc | 27,500 | $3.24M | 0.11% | −5,339−16.3% | Reduced |