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 |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $156 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $156 | 0.00% | +2 | New |
| Quest Partners LLC | 2 | $156 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $235 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $235 | 0.00% | +3 | New |
| South State Corp. | 5 | $391 | 0.00% | +5 | New |
| Assetmark, Inc | 7 | $547 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $554 | 0.00% | +7 | New |
| IFP Advisors, Inc | 0 | $703 | 0.00% | −23−100.0% | Reduced |
| Global Financial Private Client, LLC | 9 | $703 | 0.00% | +5+125.0% | Added |
| SJS Investment Consulting Inc. | 11 | $860 | 0.00% | +1+10.0% | Added |
| Center for Financial Planning, Inc. | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.09K | 0.00% | −4−22.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 19 | $1.48K | 0.00% | +6+46.2% | Added |
| Bell Investment Advisors, Inc | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $2.34K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 30 | $2.34K | 0.00% | +30 | New |
| Aspect Partners, LLC | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $2.50K | 0.00% | −63−66.3% | Reduced |
| Ridgewood Investments LLC | 34 | $2.66K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 36 | $2.81K | 0.00% | +36 | New |
| Bellevue Asset Management, LLC | 38 | $2.97K | 0.00% | +10+35.7% | Added |
| TD Private Client Wealth LLC | 38 | $2.97K | 0.00% | +27+245.5% | Added |
| Hantz Financial Services, Inc. | 33 | $3.00K | 0.00% | +33 | New |
| JFS Wealth Advisors, LLC | 43 | $3.36K | 0.00% | −1−2.3% | Reduced |
| Colonial Trust Co | 48 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $3.98K | 0.00% | +23+82.1% | Added |
| Beacon Capital Management, LLC | 51 | $3.99K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 36 | $4.24K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 55 | $4.30K | 0.00% | +55 | New |
| Private Trust Co NA | 61 | $4.77K | 0.00% | −61−50.0% | Reduced |
| Synergy Investment Management, LLC | 62 | $4.84K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 69 | $5.39K | 0.00% | +69 | New |
| Hurley Capital, LLC | 75 | $5.87K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 95 | $7.00K | 0.00% | −1−1.0% | Reduced |
| Wolff Wiese Magana LLC | 91 | $7.11K | 0.00% | −36−28.3% | Reduced |
| MAI Capital Management | 92 | $7.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 93 | $7.27K | 0.00% | +83+830.0% | Added |
| Farther Finance Advisors, LLC | 92 | $7.28K | 0.00% | −186−66.9% | Reduced |
| Key Financial Inc | 97 | $7.58K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 97 | $7.58K | 0.01% | +97 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $7.66K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.81K | 0.00% | +27+37.0% | Added |
| Hollencrest Capital Management | 100 | $7.81K | 0.00% | +100 | New |
| Jones Financial Companies LLLP | 103 | $8.04K | 0.00% | +25+32.1% | Added |
| Skopos Labs, Inc. | 121 | $9.45K | 0.00% | +119+5,950.0% | Added |
| MCF Advisors LLC | 132 | $10.3K | 0.00% | −16−10.8% | Reduced |
| Parkside Financial Bank & Trust | 150 | $11.7K | 0.00% | +150 | New |
| Transce3nd, LLC | 166 | $13.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 170 | $13.3K | 0.00% | +21+14.1% | Added |
| Rise Advisors, LLC | 170 | $13.3K | 0.01% | +170 | New |
| Financial Network Wealth Advisors LLC | 172 | $13.4K | 0.02% | +172 | New |
| Bessemer Group Inc | 199 | $15.0K | 0.00% | +45+29.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 203 | $15.8K | 0.00% | +4+2.0% | Added |
| Mather Group, LLC. | 206 | $16.1K | 0.00% | −24−10.4% | Reduced |
| Sterling Capital Management LLC | 226 | $17.7K | 0.00% | −862−79.2% | Reduced |
| Massmutual Trust Co FSB | 252 | $19.7K | 0.00% | +98+63.6% | Added |
| Rothschild Investment LLC | 255 | $19.9K | 0.00% | +170+200.0% | Added |
| Clearstead Advisors, LLC | 317 | $24.8K | 0.00% | +88+38.4% | Added |
| Rakuten Securities, Inc. | 321 | $25.1K | 0.01% | +276+613.3% | Added |
| Westside Investment Management, Inc. | 330 | $25.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 331 | $25.9K | 0.00% | +287+652.3% | Added |
| ORG Wealth Partners, LLC | 342 | $27.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 356 | $27.8K | 0.00% | +251+239.0% | Added |
| Whittier Trust Co | 391 | $30.5K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 412 | $32.0K | 0.00% | −1,045−71.7% | Reduced |
| Allworth Financial LP | 373 | $32.0K | 0.00% | +66+21.5% | Added |
| Huntington National Bank | 412 | $32.2K | 0.00% | −244−37.2% | Reduced |
| First Horizon Advisors, Inc. | 422 | $33.0K | 0.00% | −201−32.3% | Reduced |
| Painted Porch Advisors LLC | 474 | $37.0K | 0.02% | −286−37.6% | Reduced |
| Park Square Financial Group, LLC | 483 | $37.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 589 | $46.0K | 0.00% | +264+81.2% | Added |
| Signaturefd, LLC | 599 | $46.8K | 0.00% | −18−2.9% | Reduced |
| Parallel Advisors, LLC | 716 | $55.9K | 0.00% | +149+26.3% | Added |
| Group One Trading, L.P. | 850 | $66.4K | 0.00% | +850 | New |
| CWM, LLC | 938 | $73.0K | 0.00% | +192+25.7% | Added |
| Winnow Wealth LLC | 998 | $77.9K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,032 | $80.6K | 0.00% | −32−3.0% | Reduced |
| Coldstream Capital Management Inc | 1,035 | $80.9K | 0.00% | +1,035 | New |
| CVA Family Office, LLC | 1,123 | $87.7K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,174 | $91.7K | 0.00% | +1,066+987.0% | Added |
| Ci Investments Inc. | 1,322 | $103.0K | 0.00% | −47−3.4% | Reduced |
| Covestor Ltd | 1,419 | $111.0K | 0.07% | −432−23.3% | Reduced |
| Smartleaf Asset Management LLC | 1,438 | $112.4K | 0.01% | −500−25.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,477 | $115.4K | 0.00% | −4,831−76.6% | Reduced |
| Acropolis Investment Management, LLC | 1,521 | $118.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,526 | $119.2K | 0.01% | −110−6.7% | Reduced |
| Bellwether Advisors, LLC | 1,580 | $123.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,582 | $123.6K | 0.00% | +78+5.2% | Added |
| Golden State Wealth Management, LLC | 1,630 | $127.4K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,632 | $127.5K | 0.00% | +332+25.5% | Added |
| Pinnacle Financial Partners Inc | 1,125 | $132.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,795 | $140.2K | 0.00% | +1,795 | New |
| Bryn Mawr Trust Co | 1,800 | $140.6K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,895 | $148.1K | 0.00% | −9,823−83.8% | Reduced |
| HM Payson & Co | 2,400 | $187.5K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 2,539 | $198.4K | 0.15% | −946−27.1% | Reduced |
| Marco Investment Management LLC | 2,609 | $203.8K | 0.02% | 00.0% | Unchanged |