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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.

Institutional holdersQ1 2025: 384 institutions
Q1 2021: 210 institutionsQ2 2021: 207 institutionsQ3 2021: 206 institutionsQ4 2021: 213 institutionsQ1 2022: 205 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 252 institutionsQ1 2023: 278 institutionsQ2 2023: 303 institutionsQ3 2023: 292 institutionsQ4 2023: 303 institutionsQ1 2024: 330 institutionsQ2 2024: 361 institutionsQ3 2024: 382 institutionsQ4 2024: 422 institutionsQ1 2025: 384 institutionsQ2 2025: 393 institutionsQ3 2025: 404 institutionsQ4 2025: 401 institutionsQ1 2026: 402 institutionsQ2 2026: 474 institutions
Value heldQ1 2025: $4.78B
Q1 2021: $2.62BQ2 2021: $2.30BQ3 2021: $2.40BQ4 2021: $2.98BQ1 2022: $2.11BQ2 2022: $2.08BQ3 2022: $2.04BQ4 2022: $2.80BQ1 2023: $3.72BQ2 2023: $3.71BQ3 2023: $3.28BQ4 2023: $4.28BQ1 2024: $5.12BQ2 2024: $5.13BQ3 2024: $6.33BQ4 2024: $6.83BQ1 2025: $4.78BQ2 2025: $4.67BQ3 2025: $6.80BQ4 2025: $5.61BQ1 2026: $5.77BQ2 2026: $8.26B
Institutions holding AAON and their total value by quarter
QuarterHoldersValue
Q2 2026474$8.26B
Q1 2026402$5.77B
Q4 2025401$5.61B
Q3 2025404$6.80B
Q2 2025393$4.67B
Q1 2025384$4.78B
Q4 2024422$6.83B
Q3 2024382$6.33B
Q2 2024361$5.13B
Q1 2024330$5.12B
Q4 2023303$4.28B
Q3 2023292$3.28B
Q2 2023303$3.71B
Q1 2023278$3.72B
Q4 2022252$2.80B
Q3 2022220$2.04B
Q2 2022204$2.08B
Q1 2022205$2.11B
Q4 2021213$2.98B
Q3 2021206$2.40B
Q2 2021207$2.30B
Q1 2021210$2.62B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2024.

Institutions holding AAON in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,516,204$509.1M0.01%+276,722+4.4%Added
BlackRock, Inc.6,366,233$497.4M0.01%−712,364−10.1%Reduced
JPMorgan Chase & Co2,945,154$230.1M0.02%−39,024−1.3%Reduced
Blair William & Co2,177,688$170.1M0.51%+1,007,906+86.2%Added
State Street Corp2,062,876$161.2M0.01%+10,872+0.5%Added
Morgan Stanley1,981,394$154.8M0.01%+624,311+46.0%Added
Geneva Capital Management LLC1,897,728$148.3M2.77%+219,814+13.1%Added
Conestoga Capital Advisors, LLC1,888,912$147.6M2.23%−1,728−0.1%Reduced
Wasatch Advisors Inc1,758,469$137.4M0.77%+181,184+11.5%Added
Kayne Anderson Rudnick Investment Management LLC1,732,426$135.4M0.33%−663,133−27.7%Reduced
Dimensional Fund Advisors LP1,402,803$109.6M0.03%+66,536+5.0%Added
Geode Capital Management, LLC1,315,074$102.8M0.01%+77,394+6.3%Added
FMR LLC1,266,642$99.0M0.01%−105,370−7.7%Reduced
Pictet Asset Management Holding SA1,216,674$95.1M0.11%+1,206,637+12,021.9%Added
Bank of New York Mellon Corp1,101,692$86.1M0.02%+312,855+39.7%Added
Invesco Ltd.1,037,012$81.0M0.02%−995,485−49.0%Reduced
Ameriprise Financial Inc1,032,898$80.7M0.02%−17,843−1.7%Reduced
First Trust Advisors LP902,791$70.5M0.06%−166,321−15.6%Reduced
Bokf, NA681,598$53.3M0.94%00.0%Unchanged
Charles Schwab Investment Management Inc677,787$53.0M0.01%−11,455−1.7%Reduced
Allspring Global Investments Holdings, LLC654,794$51.8M0.09%+339,558+107.7%Added
Price T Rowe Associates Inc646,890$50.5M0.01%+34,938+5.7%Added
Northern Trust Corp644,722$50.4M0.01%+19,316+3.1%Added
Spyglass Capital Management LLC620,895$48.5M3.33%+620,895New
Stephens Investment Management Group LLC602,790$47.1M0.68%−4,154−0.7%Reduced
Vaughan Nelson Investment Management, L.P.595,240$46.5M0.46%−104,480−14.9%Reduced
Mawer Investment Management Ltd.565,972$44.2M0.21%+565,972New
Norges Bank531,882$41.6M0.01%−118,871−18.3%Reduced
Brown Advisory Inc527,075$41.2M0.06%+527,075New
Raymond James Financial Inc491,305$38.4M0.01%−131,682−21.1%Reduced
Capital International Investors466,529$36.4M0.01%+2200.0%Added
Impax Asset Management Group plc469,850$36.2M0.22%+469,850New
Goldman Sachs Group Inc430,936$33.7M0.01%+73,644+20.6%Added
Franklin Resources Inc429,195$33.5M0.01%+83,374+24.1%Added
Voya Investment Management LLC392,841$30.7M0.03%+302,282+333.8%Added
Federated Hermes, Inc.390,632$30.5M0.07%+384,200+5,973.3%Added
Ranger Investment Management, L.P.380,428$29.7M2.12%+24,897+7.0%Added
Baird Financial Group, Inc.371,633$29.0M0.06%−149,224−28.6%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC360,377$28.2M0.09%+146,508+68.5%Added
Bank of America Corp344,684$26.9M0.00%+74,357+27.5%Added
Aperture Investors, LLC322,765$25.2M3.83%+322,765New
SEI Investments Co315,504$24.7M0.03%+97,487+44.7%Added
Envestnet Asset Management Inc313,558$24.5M0.01%−27,320−8.0%Reduced
Pembroke Management, LTD307,685$24.0M3.51%+79,287+34.7%Added
Clearbridge Investments, LLC294,455$23.0M0.02%+126,624+75.4%Added
UBS Group AG286,297$22.4M0.00%+126,185+78.8%Added
Ensign Peak Advisors, Inc281,128$22.0M0.04%+257,217+1,075.7%Added
Jackson Square Partners, LLC268,297$21.0M2.82%+268,297New
Macquarie Group Ltd267,514$20.9M0.03%+247,217+1,218.0%Added
Nuveen, LLC265,697$20.8M0.01%+265,697New
Rockefeller Capital Management L.P.233,487$18.2M0.05%+44,676+23.7%Added
UBS Asset Management Americas Inc233,002$18.2M0.00%+12,489+5.7%Added
Wells Fargo & Company213,625$16.7M0.00%−76,205−26.3%Reduced
EULAV Asset Management208,500$16.3M0.40%00.0%Unchanged
Rhumbline Advisers197,286$15.4M0.01%−1,168−0.6%Reduced
WCM Investment Management, LLC196,456$15.3M0.04%+196,456New
Comerica Bank184,118$14.4M0.06%−85,938−31.8%Reduced
Victory Capital Management Inc183,102$14.3M0.01%−42,836−19.0%Reduced
Royce & Associates LP179,175$14.0M0.15%+179,175New
Barclays PLC162,740$12.7M0.01%+48,755+42.8%Added
Toroso Investments, LLC157,054$12.3M0.10%+17,000+12.1%Added
Principal Financial Group Inc156,425$12.2M0.01%−478−0.3%Reduced
New York State Common Retirement Fund150,088$11.7M0.02%+85,605+132.8%Added
Swiss National Bank133,925$10.5M0.01%−1,500−1.1%Reduced
Citadel Advisors LLC133,162$10.4M0.01%+72,760+120.5%Added
Legal & General Group Plc131,368$10.3M0.00%+2,572+2.0%Added
Capstone Investment Advisors, LLC125,000$9.77M0.09%+125,000New
Next Century Growth Investors LLC124,390$9.72M0.86%−25,077−16.8%Reduced
Peregrine Capital Management LLC124,292$9.71M0.32%+51,857+71.6%Added
Ferguson Wellman Capital Management, Inc119,547$9.34M0.18%+3,787+3.3%Added
Allied Investment Advisors, LLC115,411$9.02M1.71%−8,572−6.9%Reduced
Natixis Advisors, L.P.109,652$8.57M0.02%−26,899−19.7%Reduced
Royal Bank of Canada108,707$8.49M0.00%−5,095−4.5%Reduced
Russell Investments Group, Ltd.107,365$8.39M0.01%+58,406+119.3%Added
Driehaus Capital Management LLC104,628$8.17M0.08%−588,779−84.9%Reduced
Daiwa Securities Group Inc.101,158$7.90M0.03%+47,849+89.8%Added
11 Capital Partners LP100,400$7.84M2.60%+72,000+253.5%Added
D. E. Shaw & Co., Inc.94,955$7.42M0.01%+86,603+1,036.9%Added
California Public Employees Retirement System93,316$7.29M0.01%−27,713−22.9%Reduced
RMB Capital Management, LLC92,981$7.26M0.18%+74,478+402.5%Added
TownSquare Capital, LLC86,713$6.77M0.07%−18,843−17.9%Reduced
CenterBook Partners LP82,604$6.45M0.41%+82,604New
Retirement Systems of Alabama82,110$6.42M0.02%+82+0.1%Added
Millennium Management LLC81,145$6.34M0.01%+65,813+429.3%Added
Alliancebernstein L.P.80,014$6.25M0.00%−1,107−1.4%Reduced
Tribune Investment Group LP80,000$6.25M3.58%+80,000New
Public Employees Retirement System of Ohio79,011$6.17M0.02%−7,611−8.8%Reduced
Jacobs Levy Equity Management, Inc77,290$6.04M0.02%+77,290New
Corebridge Financial, Inc.75,257$5.88M0.03%−1,851−2.4%Reduced
Van Eck Associates Corp73,155$5.72M0.01%+7,111+10.8%Added
Janus Henderson Group PLC69,870$5.46M0.00%+11,885+20.5%Added
State of Wisconsin Investment Board67,679$5.29M0.01%+19,715+41.1%Added
Erste Asset Management GmbH66,034$5.18M0.07%+3,902+6.3%Added
Wellington Management Group LLP66,096$5.16M0.00%−4,517−6.4%Reduced
California State Teachers Retirement System66,028$5.16M0.01%+1,705+2.7%Added
Chatham Capital Group, Inc.62,262$4.86M0.81%+2,010+3.3%Added
Bahl & Gaynor Inc61,682$4.82M0.02%−8,873−12.6%Reduced
Manufacturers Life Insurance Company, The55,328$4.32M0.00%−271−0.5%Reduced
4D Advisors, LLC55,000$4.30M3.34%+35,000+175.0%Added
State Board of Administration of Florida Retirement System51,059$3.99M0.01%+3,410+7.2%Added