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 |
|---|---|---|---|---|---|
| Norges Bank | 650,753 | $76.6M | 0.01% | −61,310−8.6% | Reduced |
| Charles Schwab Investment Management Inc | 689,242 | $81.1M | 0.01% | −15,613−2.2% | Reduced |
| Driehaus Capital Management LLC | 693,407 | $81.6M | 0.67% | +36,362+5.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 699,720 | $82.3M | 0.77% | −525,880−42.9% | Reduced |
| Bokf, NA | 681,598 | $83.2M | 1.41% | +760.0% | Added |
| Bank of New York Mellon Corp | 788,837 | $92.8M | 0.02% | −81,587−9.4% | Reduced |
| Ameriprise Financial Inc | 1,050,741 | $123.7M | 0.03% | −470,669−30.9% | Reduced |
| First Trust Advisors LP | 1,069,112 | $125.8M | 0.11% | +493,219+85.6% | Added |
| Blair William & Co | 1,169,782 | $137.7M | 0.40% | +47,254+4.2% | Added |
| Geode Capital Management, LLC | 1,237,680 | $145.7M | 0.01% | +3,644+0.3% | Added |
| Dimensional Fund Advisors LP | 1,336,267 | $157.3M | 0.04% | −140,906−9.5% | Reduced |
| Morgan Stanley | 1,357,083 | $159.7M | 0.01% | +75,080+5.9% | Added |
| FMR LLC | 1,372,012 | $161.5M | 0.01% | −357,486−20.7% | Reduced |
| Wasatch Advisors Inc | 1,577,285 | $185.6M | 0.92% | −289,461−15.5% | Reduced |
| Geneva Capital Management LLC | 1,677,914 | $197.5M | 3.43% | −20,293−1.2% | Reduced |
| Conestoga Capital Advisors, LLC | 1,890,640 | $222.5M | 2.95% | −234,546−11.0% | Reduced |
| Invesco Ltd. | 2,032,497 | $239.2M | 0.04% | +274,119+15.6% | Added |
| State Street Corp | 2,052,004 | $241.5M | 0.01% | +74,473+3.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,395,559 | $281.9M | 0.65% | −1,097,698−31.4% | Reduced |
| JPMorgan Chase & Co | 2,984,178 | $351.2M | 0.03% | −276,348−8.5% | Reduced |
| Vanguard Group Inc | 6,239,482 | $734.3M | 0.01% | +75,832+1.2% | Added |
| BlackRock, Inc. | 7,078,597 | $833.0M | 0.02% | +875,406+14.1% | Added |
| Global Alpha Capital Management Ltd. | 0 | $0 | 0.00% | −169,660−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,067−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,875−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −32,299−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −16,222−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,488−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,208−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,331−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,305−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Berry Wealth Group, LP | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Source Financial Advisors LLC | – | – | – | – | Not filed |
| Axiom Advisory, LLC | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |