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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 9,000 | $1.06M | 0.18% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,992 | $1.06M | 0.00% | +213+2.4% | Added |
| CI Private Wealth, LLC | 8,985 | $1.06M | 0.00% | −19−0.2% | Reduced |
| Cetera Investment Advisers | 8,972 | $1.06M | 0.00% | −1,791−16.6% | Reduced |
| Nomura Holdings Inc | 8,952 | $1.05M | 0.01% | +8,952 | New |
| David Loasby | 8,409 | $1.03M | 0.09% | +493+6.2% | Added |
| Amundi | 8,514 | $1.02M | 0.00% | −2,740−24.3% | Reduced |
| D. E. Shaw & Co., Inc. | 8,352 | $982.9K | 0.00% | −15,387−64.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,241 | $969.8K | 0.07% | +2,541+44.6% | Added |
| Precision Wealth Strategies, LLC | 8,198 | $964.8K | 0.75% | −523−6.0% | Reduced |
| Gitterman Wealth Management, LLC | 8,000 | $941.4K | 0.39% | −1,000−11.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,985 | $940.0K | 0.00% | −189−2.3% | Reduced |
| Yarbrough Capital, LLC | 7,984 | $939.6K | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,695 | $905.0K | 0.01% | −170−2.2% | Reduced |
| Cadent Capital Advisors, LLC | 7,593 | $893.5K | 0.31% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,511 | $883.9K | 0.01% | +7,511 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,284 | $882.5K | 0.01% | +3,744+105.8% | Added |
| Deutsche Bank AG | 7,194 | $846.6K | 0.00% | −4−0.1% | Reduced |
| Gabelli Funds LLC | 7,000 | $823.8K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 6,800 | $800.2K | 0.01% | +6,800 | New |
| Engineers Gate Manager LP | 6,702 | $788.7K | 0.01% | +6,702 | New |
| Alliance Wealth Advisors, LLC | 6,618 | $778.8K | 0.20% | −1,677−20.2% | Reduced |
| Bleakley Financial Group, LLC | 6,549 | $770.7K | 0.02% | +6,549 | New |
| Federated Hermes, Inc. | 6,432 | $756.9K | 0.00% | −422−6.2% | Reduced |
| Greenwood Capital Associates LLC | 6,348 | $747.0K | 0.10% | −2,472−28.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,308 | $742.3K | 0.01% | +4,642+278.6% | Added |
| Yorktown Management & Research Co Inc | 6,200 | $729.6K | 0.70% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 6,091 | $716.8K | 0.04% | +6,091 | New |
| Quantinno Capital Management LP | 6,018 | $708.3K | 0.01% | −468−7.2% | Reduced |
| Global Retirement Partners, LLC | 5,942 | $699.3K | 0.02% | −168−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,855 | $689.0K | 0.00% | −9,152−61.0% | Reduced |
| Cim, LLC | 5,671 | $667.4K | 0.10% | −873−13.3% | Reduced |
| CWM Advisors, LLC | 5,573 | $655.8K | 0.07% | −871−13.5% | Reduced |
| Illinois Municipal Retirement Fund | 5,475 | $644.3K | 0.01% | +5,475 | New |
| Zacks Investment Management | 5,416 | $637.4K | 0.01% | −1,009−15.7% | Reduced |
| State of Wyoming | 5,240 | $616.7K | 0.08% | +1,982+60.8% | Added |
| Highland Capital Management, LLC | 5,228 | $615.2K | 0.04% | +5,228 | New |
| Cynosure Management, LLC | 5,224 | $614.8K | 0.09% | −2,010−27.8% | Reduced |
| Securian Asset Management, Inc | 5,100 | $600.2K | 0.02% | −128−2.4% | Reduced |
| Two Sigma Securities, LLC | 5,023 | $591.1K | 0.11% | +2,902+136.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $576.6K | 0.00% | −3,700−43.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,850 | $571.3K | 0.00% | −2,046−29.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,666 | $550.0K | 0.01% | −6−0.1% | Reduced |
| Aviva PLC | 4,591 | $540.3K | 0.00% | −2,114−31.5% | Reduced |
| Quadrature Capital Ltd | 4,574 | $537.9K | 0.01% | +4,574 | New |
| First Commonwealth Financial Corp | 4,434 | $521.8K | 0.12% | −1,666−27.3% | Reduced |
| Evergreen Capital Management LLC | 4,312 | $507.4K | 0.02% | +71+1.7% | Added |
| Belpointe Asset Management LLC | 5,310 | $507.2K | 0.03% | −4−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,202 | $494.5K | 0.00% | +407+10.7% | Added |
| Natixis Investment Managers International | 4,095 | $481.9K | 0.04% | −6,215−60.3% | Reduced |
| Quadrant Capital Group LLC | 4,050 | $476.6K | 0.03% | −46−1.1% | Reduced |
| Maryland State Retirement & Pension System | 3,901 | $459.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,868 | $455.2K | 0.00% | +244+6.7% | Added |
| Brighton Securities Corp. | 3,787 | $445.7K | 0.22% | +3,787 | New |
| Alps Advisors Inc | 3,734 | $439.4K | 0.00% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,217 | $436.0K | 0.01% | +393+47.7% | Added |
| Park Avenue Securities LLC | 3,699 | $435.0K | 0.00% | +21+0.6% | Added |
| Waratah Capital Advisors Ltd. | 3,690 | $434.2K | 0.02% | +3,690 | New |
| Malaga Cove Capital, LLC | 3,629 | $427.1K | 0.17% | +1,709+89.0% | Added |
| Colonial River Wealth Management, LLC | 3,613 | $425.2K | 0.21% | +249+7.4% | 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 |
| Axxcess Wealth Management, LLC | 3,593 | $422.8K | 0.01% | +241+7.2% | Added |
| Prudential Financial Inc | 3,163 | $422.1K | 0.00% | −103−3.2% | Reduced |
| RiverPark Advisors, LLC | 3,485 | $410.1K | 0.33% | +640+22.5% | Added |
| Trust Co of Oklahoma | 3,470 | $408.4K | 0.13% | −84−2.4% | Reduced |
| GTS Securities LLC | 3,464 | $407.6K | 0.02% | +3,464 | New |
| Voleon Capital Management LP | 3,450 | $406.0K | 0.03% | +3,450 | New |
| Summitry LLC | 3,359 | $395.3K | 0.02% | +708+26.7% | Added |
| Smith, Moore & Co. | 3,300 | $388.3K | 0.04% | +100+3.1% | Added |
| Great Valley Advisor Group, Inc. | 3,269 | $384.6K | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,268 | $384.6K | 0.00% | +3,268 | New |
| CAPROCK Group, Inc. | 3,194 | $376.0K | 0.01% | +2+0.1% | Added |
| Wallace Advisory Group, LLC | 3,478 | $375.1K | 0.26% | −163−4.5% | Reduced |
| Diversify Wealth Management, LLC | 3,070 | $374.8K | 0.03% | −421−12.1% | Reduced |
| Lindenwold Advisors | 3,165 | $372.5K | 0.20% | −463−12.8% | Reduced |
| ProShare Advisors LLC | 3,156 | $371.4K | 0.00% | +225+7.7% | Added |
| Wedbush Securities Inc | 3,150 | $371.0K | 0.01% | +3,150 | New |
| Cottonwood Capital Advisors, LLC | 2,968 | $349.3K | 0.25% | −346−10.4% | Reduced |
| Susquehanna International Group, LLP | 2,965 | $348.9K | 0.00% | −7,754−72.3% | Reduced |
| HBK Sorce Advisory LLC | 2,916 | $343.2K | 0.01% | −133−4.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,876 | $338.5K | 0.00% | +861+42.7% | Added |
| Scientech Research LLC | 2,871 | $337.9K | 0.10% | +2,871 | New |
| RSM US Wealth Management LLC | 2,813 | $336.6K | 0.00% | +271+10.7% | Added |
| Entropy Technologies, LP | 2,776 | $326.7K | 0.03% | +2,776 | New |
| Mechanics Bank Trust Department | 2,764 | $325.3K | 0.04% | −780−22.0% | Reduced |
| Vawter Financial, Ltd. | 2,710 | $318.9K | 0.19% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,663 | $318.6K | 0.01% | −1,731−39.4% | Reduced |
| KBC Group NV | 2,703 | $318.0K | 0.00% | +811+42.9% | Added |
| Marco Investment Management LLC | 2,609 | $307.0K | 0.03% | −230−8.1% | Reduced |
| Conway Capital Management, Inc. | 2,602 | $306.2K | 0.14% | +101+4.0% | Added |
| Cerity Partners LLC | 2,662 | $303.7K | 0.00% | −472−15.1% | 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 |
| Shelton Capital Management | 2,537 | $298.6K | 0.01% | −141−5.3% | Reduced |
| CIBC Asset Management Inc | 2,454 | $288.8K | 0.00% | +118+5.1% | Added |
| Congress Asset Management Co | 2,453 | $288.7K | 0.00% | +2,453 | New |
| Congress Wealth Management LLC | 2,453 | $288.7K | 0.00% | −325−11.7% | Reduced |
| Journey Strategic Wealth LLC | 2,452 | $288.6K | 0.01% | +10.0% | Added |
| AlphaCore Capital LLC | 2,437 | $286.8K | 0.06% | 00.0% | Unchanged |