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, Q1 2025
Institutional positions in Aaon, Inc. as of Mar 31, 2025. 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
- 384
- −33 vs. Q4 2024
- Shares held
- 61.2M
- +3.62M (+6.3%) vs. Q4 2024
- Total value
- $4.78B
- −$2.00B (−29.5%) vs. Q4 2024
- New holders
- 66
- 138 more added
- Sold out
- 99
- 129 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,516,204 | $509.1M | 0.01% | +276,722+4.4% | Added |
| BlackRock, Inc. | 6,366,233 | $497.4M | 0.01% | −712,364−10.1% | Reduced |
| JPMorgan Chase & Co | 2,945,154 | $230.1M | 0.02% | −39,024−1.3% | Reduced |
| Blair William & Co | 2,177,688 | $170.1M | 0.51% | +1,007,906+86.2% | Added |
| State Street Corp | 2,062,876 | $161.2M | 0.01% | +10,872+0.5% | Added |
| Morgan Stanley | 1,981,394 | $154.8M | 0.01% | +624,311+46.0% | Added |
| Geneva Capital Management LLC | 1,897,728 | $148.3M | 2.77% | +219,814+13.1% | Added |
| Conestoga Capital Advisors, LLC | 1,888,912 | $147.6M | 2.23% | −1,728−0.1% | Reduced |
| Wasatch Advisors Inc | 1,758,469 | $137.4M | 0.77% | +181,184+11.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,732,426 | $135.4M | 0.33% | −663,133−27.7% | Reduced |
| Dimensional Fund Advisors LP | 1,402,803 | $109.6M | 0.03% | +66,536+5.0% | Added |
| Geode Capital Management, LLC | 1,315,074 | $102.8M | 0.01% | +77,394+6.3% | Added |
| FMR LLC | 1,266,642 | $99.0M | 0.01% | −105,370−7.7% | Reduced |
| Pictet Asset Management Holding SA | 1,216,674 | $95.1M | 0.11% | +1,206,637+12,021.9% | Added |
| Bank of New York Mellon Corp | 1,101,692 | $86.1M | 0.02% | +312,855+39.7% | Added |
| Invesco Ltd. | 1,037,012 | $81.0M | 0.02% | −995,485−49.0% | Reduced |
| Ameriprise Financial Inc | 1,032,898 | $80.7M | 0.02% | −17,843−1.7% | Reduced |
| First Trust Advisors LP | 902,791 | $70.5M | 0.06% | −166,321−15.6% | Reduced |
| Bokf, NA | 681,598 | $53.3M | 0.94% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 677,787 | $53.0M | 0.01% | −11,455−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 654,794 | $51.8M | 0.09% | +339,558+107.7% | Added |
| Price T Rowe Associates Inc | 646,890 | $50.5M | 0.01% | +34,938+5.7% | Added |
| Northern Trust Corp | 644,722 | $50.4M | 0.01% | +19,316+3.1% | Added |
| Spyglass Capital Management LLC | 620,895 | $48.5M | 3.33% | +620,895 | New |
| Stephens Investment Management Group LLC | 602,790 | $47.1M | 0.68% | −4,154−0.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 595,240 | $46.5M | 0.46% | −104,480−14.9% | Reduced |
| Mawer Investment Management Ltd. | 565,972 | $44.2M | 0.21% | +565,972 | New |
| Norges Bank | 531,882 | $41.6M | 0.01% | −118,871−18.3% | Reduced |
| Brown Advisory Inc | 527,075 | $41.2M | 0.06% | +527,075 | New |
| Raymond James Financial Inc | 491,305 | $38.4M | 0.01% | −131,682−21.1% | Reduced |
| Capital International Investors | 466,529 | $36.4M | 0.01% | +2200.0% | Added |
| Impax Asset Management Group plc | 469,850 | $36.2M | 0.22% | +469,850 | New |
| Goldman Sachs Group Inc | 430,936 | $33.7M | 0.01% | +73,644+20.6% | Added |
| Franklin Resources Inc | 429,195 | $33.5M | 0.01% | +83,374+24.1% | Added |
| Voya Investment Management LLC | 392,841 | $30.7M | 0.03% | +302,282+333.8% | Added |
| Federated Hermes, Inc. | 390,632 | $30.5M | 0.07% | +384,200+5,973.3% | Added |
| Ranger Investment Management, L.P. | 380,428 | $29.7M | 2.12% | +24,897+7.0% | Added |
| Baird Financial Group, Inc. | 371,633 | $29.0M | 0.06% | −149,224−28.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 360,377 | $28.2M | 0.09% | +146,508+68.5% | Added |
| Bank of America Corp | 344,684 | $26.9M | 0.00% | +74,357+27.5% | Added |
| Aperture Investors, LLC | 322,765 | $25.2M | 3.83% | +322,765 | New |
| SEI Investments Co | 315,504 | $24.7M | 0.03% | +97,487+44.7% | Added |
| Envestnet Asset Management Inc | 313,558 | $24.5M | 0.01% | −27,320−8.0% | Reduced |
| Pembroke Management, LTD | 307,685 | $24.0M | 3.51% | +79,287+34.7% | Added |
| Clearbridge Investments, LLC | 294,455 | $23.0M | 0.02% | +126,624+75.4% | Added |
| UBS Group AG | 286,297 | $22.4M | 0.00% | +126,185+78.8% | Added |
| Ensign Peak Advisors, Inc | 281,128 | $22.0M | 0.04% | +257,217+1,075.7% | Added |
| Jackson Square Partners, LLC | 268,297 | $21.0M | 2.82% | +268,297 | New |
| Macquarie Group Ltd | 267,514 | $20.9M | 0.03% | +247,217+1,218.0% | Added |
| Nuveen, LLC | 265,697 | $20.8M | 0.01% | +265,697 | New |
| Rockefeller Capital Management L.P. | 233,487 | $18.2M | 0.05% | +44,676+23.7% | Added |
| UBS Asset Management Americas Inc | 233,002 | $18.2M | 0.00% | +12,489+5.7% | Added |
| Wells Fargo & Company | 213,625 | $16.7M | 0.00% | −76,205−26.3% | Reduced |
| EULAV Asset Management | 208,500 | $16.3M | 0.40% | 00.0% | Unchanged |
| Rhumbline Advisers | 197,286 | $15.4M | 0.01% | −1,168−0.6% | Reduced |
| WCM Investment Management, LLC | 196,456 | $15.3M | 0.04% | +196,456 | New |
| Comerica Bank | 184,118 | $14.4M | 0.06% | −85,938−31.8% | Reduced |
| Victory Capital Management Inc | 183,102 | $14.3M | 0.01% | −42,836−19.0% | Reduced |
| Royce & Associates LP | 179,175 | $14.0M | 0.15% | +179,175 | New |
| Barclays PLC | 162,740 | $12.7M | 0.01% | +48,755+42.8% | Added |
| Toroso Investments, LLC | 157,054 | $12.3M | 0.10% | +17,000+12.1% | Added |
| Principal Financial Group Inc | 156,425 | $12.2M | 0.01% | −478−0.3% | Reduced |
| New York State Common Retirement Fund | 150,088 | $11.7M | 0.02% | +85,605+132.8% | Added |
| Swiss National Bank | 133,925 | $10.5M | 0.01% | −1,500−1.1% | Reduced |
| Citadel Advisors LLC | 133,162 | $10.4M | 0.01% | +72,760+120.5% | Added |
| Legal & General Group Plc | 131,368 | $10.3M | 0.00% | +2,572+2.0% | Added |
| Capstone Investment Advisors, LLC | 125,000 | $9.77M | 0.09% | +125,000 | New |
| Next Century Growth Investors LLC | 124,390 | $9.72M | 0.86% | −25,077−16.8% | Reduced |
| Peregrine Capital Management LLC | 124,292 | $9.71M | 0.32% | +51,857+71.6% | Added |
| Ferguson Wellman Capital Management, Inc | 119,547 | $9.34M | 0.18% | +3,787+3.3% | Added |
| Allied Investment Advisors, LLC | 115,411 | $9.02M | 1.71% | −8,572−6.9% | Reduced |
| Natixis Advisors, L.P. | 109,652 | $8.57M | 0.02% | −26,899−19.7% | Reduced |
| Royal Bank of Canada | 108,707 | $8.49M | 0.00% | −5,095−4.5% | Reduced |
| Russell Investments Group, Ltd. | 107,365 | $8.39M | 0.01% | +58,406+119.3% | Added |
| Driehaus Capital Management LLC | 104,628 | $8.17M | 0.08% | −588,779−84.9% | Reduced |
| Daiwa Securities Group Inc. | 101,158 | $7.90M | 0.03% | +47,849+89.8% | Added |
| 11 Capital Partners LP | 100,400 | $7.84M | 2.60% | +72,000+253.5% | Added |
| D. E. Shaw & Co., Inc. | 94,955 | $7.42M | 0.01% | +86,603+1,036.9% | Added |
| California Public Employees Retirement System | 93,316 | $7.29M | 0.01% | −27,713−22.9% | Reduced |
| RMB Capital Management, LLC | 92,981 | $7.26M | 0.18% | +74,478+402.5% | Added |
| TownSquare Capital, LLC | 86,713 | $6.77M | 0.07% | −18,843−17.9% | Reduced |
| CenterBook Partners LP | 82,604 | $6.45M | 0.41% | +82,604 | New |
| Retirement Systems of Alabama | 82,110 | $6.42M | 0.02% | +82+0.1% | Added |
| Millennium Management LLC | 81,145 | $6.34M | 0.01% | +65,813+429.3% | Added |
| Alliancebernstein L.P. | 80,014 | $6.25M | 0.00% | −1,107−1.4% | Reduced |
| Tribune Investment Group LP | 80,000 | $6.25M | 3.58% | +80,000 | New |
| Public Employees Retirement System of Ohio | 79,011 | $6.17M | 0.02% | −7,611−8.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 77,290 | $6.04M | 0.02% | +77,290 | New |
| Corebridge Financial, Inc. | 75,257 | $5.88M | 0.03% | −1,851−2.4% | Reduced |
| Van Eck Associates Corp | 73,155 | $5.72M | 0.01% | +7,111+10.8% | Added |
| Janus Henderson Group PLC | 69,870 | $5.46M | 0.00% | +11,885+20.5% | Added |
| State of Wisconsin Investment Board | 67,679 | $5.29M | 0.01% | +19,715+41.1% | Added |
| Erste Asset Management GmbH | 66,034 | $5.18M | 0.07% | +3,902+6.3% | Added |
| Wellington Management Group LLP | 66,096 | $5.16M | 0.00% | −4,517−6.4% | Reduced |
| California State Teachers Retirement System | 66,028 | $5.16M | 0.01% | +1,705+2.7% | Added |
| Chatham Capital Group, Inc. | 62,262 | $4.86M | 0.81% | +2,010+3.3% | Added |
| Bahl & Gaynor Inc | 61,682 | $4.82M | 0.02% | −8,873−12.6% | Reduced |
| Manufacturers Life Insurance Company, The | 55,328 | $4.32M | 0.00% | −271−0.5% | Reduced |
| 4D Advisors, LLC | 55,000 | $4.30M | 3.34% | +35,000+175.0% | Added |
| State Board of Administration of Florida Retirement System | 51,059 | $3.99M | 0.01% | +3,410+7.2% | Added |