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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,416 | $284.4K | 0.01% | +2,369+5,040.4% | Added |
| Oak Thistle LLC | 2,410 | $283.6K | 0.08% | +2,410 | New |
| 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 |
| Keebeck Wealth Management, LLC | 2,357 | $277.4K | 0.04% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 2,272 | $267.4K | 0.12% | −397−14.9% | Reduced |
| Edgestream Partners, L.P. | 2,265 | $266.5K | 0.01% | +2,265 | New |
| West Michigan Advisors, LLC | 2,221 | $261.4K | 0.08% | +2,221 | New |
| Equitable Trust Co | 2,204 | $259.4K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,201 | $259.0K | 0.02% | +2,201 | New |
| Fifth Third Wealth Advisors LLC | 2,169 | $255.2K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,143 | $252.2K | 0.00% | −17−0.8% | Reduced |
| Ellis Investment Partners, LLC | 2,134 | $251.1K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,128 | $250.4K | 0.02% | −605−22.1% | Reduced |
| PFW Advisors LLC | 2,124 | $250.0K | 0.08% | +2,124 | New |
| Hardy Reed LLC | 2,067 | $243.2K | 0.02% | −190−8.4% | Reduced |
| TCG Advisory Services, LLC | 2,016 | $237.2K | 0.01% | +100+5.2% | Added |
| Smartleaf Asset Management LLC | 1,938 | $232.0K | 0.02% | −536−21.7% | Reduced |
| HSBC Holdings PLC | 1,970 | $231.8K | 0.00% | +68+3.6% | Added |
| Intellectus Partners, LLC | 1,883 | $221.6K | 0.05% | −170−8.3% | Reduced |
| Covestor Ltd | 1,851 | $218.0K | 0.14% | −383−17.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,836 | $216.1K | 0.08% | −579−24.0% | Reduced |
| Tradition Wealth Management, LLC | 1,808 | $212.8K | 0.02% | +1,808 | New |
| Bryn Mawr Trust Co | 1,800 | $211.8K | 0.00% | +1,400+350.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,787 | $210.3K | 0.00% | +1,787 | New |
| Verdence Capital Advisors LLC | 1,776 | $209.0K | 0.02% | +1,776 | New |
| Cowa, LLC | 1,769 | $208.2K | 0.10% | +1,769 | New |
| Forum Financial Management, LP | 1,715 | $201.8K | 0.00% | +1,715 | New |
| Mercer Global Advisors Inc | 1,715 | $201.8K | 0.00% | +1,715 | New |
| GAMMA Investing LLC | 1,636 | $192.5K | 0.02% | +590+56.4% | Added |
| Golden State Wealth Management, LLC | 1,630 | $191.8K | 0.03% | +1,630 | New |
| Bellwether Advisors, LLC | 1,580 | $185.9K | 0.03% | +1,580 | New |
| Acropolis Investment Management, LLC | 1,521 | $179.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,504 | $177.0K | 0.00% | −161−9.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,457 | $174.0K | 0.01% | +208+16.7% | Added |
| Ci Investments Inc. | 1,369 | $161.0K | 0.00% | +385+39.1% | Added |
| Advisors Asset Management, Inc. | 1,300 | $153.0K | 0.00% | +570+78.1% | Added |
| Exchange Traded Concepts, LLC | 1,252 | $147.3K | 0.00% | +76+6.5% | Added |
| CVA Family Office, LLC | 1,123 | $132.2K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,088 | $128.0K | 0.00% | −153−12.3% | Reduced |
| Archer Investment Corp | 1,075 | $126.5K | 0.03% | −500−31.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,064 | $125.2K | 0.00% | +422+65.7% | Added |
| Pinnacle Financial Partners Inc | 1,125 | $121.3K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 998 | $117.4K | 0.12% | +998 | New |
| Painted Porch Advisors LLC | 760 | $89.4K | 0.04% | +332+77.6% | Added |
| CWM, LLC | 746 | $88.0K | 0.00% | −15−2.0% | Reduced |
| Simplex Trading, LLC | 746 | $87.0K | 0.00% | −1,508−66.9% | Reduced |
| Oarsman Capital, Inc. | 738 | $86.8K | 0.02% | +45+6.5% | Added |
| Harbour Investments, Inc. | 706 | $83.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 656 | $77.2K | 0.00% | +328+100.0% | Added |
| First Horizon Advisors, Inc. | 623 | $73.3K | 0.00% | −176−22.0% | Reduced |
| Signaturefd, LLC | 617 | $72.6K | 0.00% | +4+0.7% | Added |
| Parallel Advisors, LLC | 567 | $66.7K | 0.00% | +57+11.2% | Added |
| Caitong International Asset Management Co., Ltd | 550 | $64.7K | 0.06% | +550 | New |
| Park Square Financial Group, LLC | 483 | $56.8K | 0.04% | +483 | New |
| Whittier Trust Co | 391 | $46.0K | 0.00% | +391 | New |
| Empowered Funds, LLC | 360 | $42.4K | 0.00% | +360 | New |
| Allworth Financial LP | 307 | $42.0K | 0.00% | −144−31.9% | Reduced |
| ORG Wealth Partners, LLC | 342 | $40.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 330 | $38.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 325 | $38.2K | 0.00% | +131+67.5% | Added |
| Quarry LP | 313 | $36.8K | 0.01% | +103+49.0% | Added |
| Twin Tree Management, LP | 284 | $33.4K | 0.00% | +284 | New |
| Farther Finance Advisors, LLC | 278 | $32.7K | 0.00% | −14−4.8% | Reduced |
| Mather Group, LLC. | 230 | $27.1K | 0.00% | +193+521.6% | Added |
| Clearstead Advisors, LLC | 229 | $26.9K | 0.00% | +10+4.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 199 | $24.2K | 0.00% | +199 | New |
| Transce3nd, LLC | 166 | $19.5K | 0.01% | +166 | New |
| Tucker Asset Management LLC | 159 | $18.7K | 0.00% | −35−18.0% | Reduced |
| Massmutual Trust Co FSB | 154 | $18.1K | 0.00% | +8+5.5% | Added |
| Bessemer Group Inc | 154 | $18.0K | 0.00% | +73+90.1% | Added |
| EverSource Wealth Advisors, LLC | 149 | $17.5K | 0.00% | −123−45.2% | Reduced |
| MCF Advisors LLC | 148 | $17.4K | 0.00% | +30+25.4% | Added |
| Wolff Wiese Magana LLC | 127 | $14.9K | 0.01% | −30−19.1% | Reduced |
| Private Trust Co NA | 122 | $14.4K | 0.00% | +10+8.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 115 | $13.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 108 | $12.7K | 0.00% | +108 | New |
| Lindbrook Capital, LLC | 105 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $11.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $11.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 95 | $11.2K | 0.00% | −3−3.1% | Reduced |
| Hemington Wealth Management | 96 | $11.0K | 0.00% | +19+24.7% | Added |
| MAI Capital Management | 92 | $10.8K | 0.00% | +92 | New |
| GeoWealth Management, LLC | 90 | $10.6K | 0.00% | +90 | New |
| Rothschild Investment LLC | 85 | $10.0K | 0.00% | +85 | New |
| Jones Financial Companies LLLP | 78 | $9.18K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $9.00K | 0.01% | +75 | New |
| Washington Trust Advisors, Inc. | 73 | $8.59K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 62 | $7.30K | 0.00% | +62 | New |
| Venturi Wealth Management, LLC | 53 | $6.24K | 0.00% | −14−20.9% | Reduced |
| Beacon Capital Management, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 49 | $5.77K | 0.00% | +49 | New |
| Colonial Trust Co | 48 | $5.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $5.65K | 0.00% | +48 | New |
| Itau Unibanco Holding S.A. | 47 | $5.53K | 0.00% | −24−33.8% | Reduced |
| Rakuten Securities, Inc. | 45 | $5.30K | 0.00% | +28+164.7% | Added |
| 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 |
| IFP Advisors, Inc | 23 | $4.83K | 0.00% | +23 | New |
| Principal Securities, Inc. | 36 | $4.24K | 0.00% | −7−16.3% | Reduced |