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Livermore
Livermore
ZHEN

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
HBK Sorce Advisory LLC2,615$204.3K0.01%−301−10.3%Reduced
Lindenwold Advisors2,710$211.7K0.12%−455−14.4%Reduced
Vawter Financial, Ltd.2,710$211.7K0.12%00.0%Unchanged
Journey Strategic Wealth LLC2,726$213.0K0.01%+274+11.2%Added
Florida Financial Advisors, LLC2,745$214.8K0.08%+2,745New
Prime Capital Investment Advisors, LLC2,794$218.3K0.00%+394+16.4%Added
CAPROCK Group, Inc.2,850$222.7K0.01%−344−10.8%Reduced
Great Valley Advisor Group, Inc.2,862$223.6K0.00%−407−12.5%Reduced
ProShare Advisors LLC2,875$224.6K0.00%−281−8.9%Reduced
Brighton Securities Corp.2,963$231.5K0.11%−824−21.8%Reduced
Trust Co of Oklahoma2,979$232.7K0.08%−491−14.1%Reduced
KBC Group NV3,022$236.0K0.00%+319+11.8%Added
Diversify Wealth Management, LLC2,716$242.0K0.02%−354−11.5%Reduced
Cambridge Investment Research Advisors, Inc.3,139$245.0K0.00%+3,139New
Maryland State Retirement & Pension System3,149$246.0K0.01%−752−19.3%Reduced
Sequoia Financial Advisors, LLC3,197$249.8K0.00%+1,054+49.2%Added
Headlands Technologies LLC3,202$250.2K0.03%+3,202New
Smith, Moore & Co.3,304$258.2K0.02%+4+0.1%Added
Park Avenue Securities LLC3,418$267.0K0.00%−281−7.6%Reduced
Two Sigma Securities, LLC3,491$272.8K0.04%−1,532−30.5%Reduced
Utah Retirement Systems3,600$281.3K0.00%00.0%Unchanged
Alpha Cubed Investments, LLC3,600$281.3K0.01%00.0%Unchanged
Malaga Cove Capital, LLC3,636$284.1K0.12%+7+0.2%Added
Ostrum Asset Management3,640$284.4K0.01%+3,640New
Wedbush Securities Inc3,650$285.0K0.01%+500+15.9%Added
King Luther Capital Management Corp3,700$289.1K0.00%+3,700New
Toronto Dominion Bank3,919$306.0K0.00%+3,919New
Summitry LLC4,048$316.2K0.02%+689+20.5%Added
O'Shaughnessy Asset Management, LLC4,051$316.5K0.00%−151−3.6%Reduced
Premier Fund Managers Ltd4,082$319.0K0.01%+4,082New
Evergreen Capital Management LLC4,096$320.0K0.01%−216−5.0%Reduced
State of Wyoming4,144$323.8K0.04%−1,096−20.9%Reduced
The PNC Financial Services Group, Inc.4,174$326.1K0.00%+306+7.9%Added
Equitable Trust Co4,188$327.2K0.02%+1,984+90.0%Added
Blueshift Asset Management, LLC4,234$330.8K0.13%+4,234New
Chicago Trust Co NA4,261$332.9K0.06%+4,261New
Silvercrest Asset Management Group LLC4,284$334.7K0.00%+4,284New
Alliance Wealth Advisors, LLC4,395$343.4K0.09%−2,223−33.6%Reduced
Wallace Advisory Group, LLC2,939$345.9K0.24%−539−15.5%Reduced
United Services Automobile Association4,460$348.2K0.01%+4,460New
AlphaCore Capital LLC4,461$348.5K0.03%+2,024+83.1%Added
Edgestream Partners, L.P.4,550$355.5K0.01%+2,285+100.9%Added
Warburton Capital Management, LLC4,589$358.0K0.26%+4,589New
Crossmark Global Holdings, Inc.4,678$365.5K0.01%+12+0.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,900$382.8K0.00%00.0%Unchanged
Penn Mutual Asset Management, LLC5,000$390.6K0.75%+5,000New
Securian Asset Management, Inc5,100$398.5K0.01%00.0%Unchanged
Brinker Capital Investments, LLC5,185$405.1K0.00%+2,609+101.3%Added
Orion Portfolio Solutions, LLC5,185$405.1K0.00%+2,609+101.3%Added
Ethic Inc.5,184$410.4K0.01%+5,184New
Wiley Bros.-Aintree Capital, LLC5,342$417.2K0.00%−1,942−26.7%Reduced
Susquehanna International Group, LLP5,365$419.2K0.00%+2,400+80.9%Added
Blalock Williams, LLC5,432$424.4K0.48%+5,432New
Cim, LLC5,447$425.6K0.06%−224−3.9%Reduced
Illinois Municipal Retirement Fund5,475$427.8K0.01%00.0%Unchanged
NBC Securities, Inc.5,511$430.0K0.04%+5,508+183,600.0%Added
Inceptionr LLC5,570$435.2K0.13%+5,570New
Advisor Group Holdings, Inc.5,590$436.9K0.00%+740+15.3%Added
Belpointe Asset Management LLC5,790$452.4K0.02%+480+9.0%Added
Simplex Trading, LLC5,856$457.0K0.02%+5,110+685.0%Added
Central Trust Co5,872$458.8K0.01%−17,387−74.8%Reduced
Institute for Wealth Management, LLC.5,929$463.2K0.06%+5,929New
Pinebridge Investments, L.P.6,112$477.5K0.00%+6,112New
Yorktown Management & Research Co Inc6,200$484.4K0.53%00.0%Unchanged
Guggenheim Capital LLC6,398$499.9K0.00%−2,773−30.2%Reduced
Atria Investments LLC6,435$502.8K0.01%−3,533−35.4%Reduced
Danske Bank A/S6,439$503.1K0.00%−34,058−84.1%Reduced
Deutsche Bank AG6,730$525.8K0.00%−464−6.4%Reduced
Peterson Wealth Services6,777$529.5K0.16%−4,332−39.0%Reduced
Greenwood Capital Associates LLC6,885$537.9K0.07%+537+8.5%Added
Gabelli Funds LLC7,000$546.9K0.00%00.0%Unchanged
Prudential Financial Inc4,343$548.1K0.00%+1,180+37.3%Added
Oddo BHF Asset Management SAS7,146$558.3K0.02%+1,055+17.3%Added
Precision Wealth Strategies, LLC7,204$562.9K0.43%−994−12.1%Reduced
Quadrant Capital Group LLC7,281$568.9K0.02%+3,231+79.8%Added
Campbell & CO Investment Adviser LLC7,358$574.9K0.04%−883−10.7%Reduced
Savant Capital, LLC7,463$583.1K0.00%−48−0.6%Reduced
Cadent Capital Advisors, LLC7,593$593.2K0.23%00.0%Unchanged
State of Alaska, Department of Revenue7,905$617.0K0.01%+210+2.7%Added
Yarbrough Capital, LLC7,984$623.8K0.03%00.0%Unchanged
Public Employees Retirement Association of Colorado7,985$624.0K0.00%00.0%Unchanged
Quantinno Capital Management LP8,041$628.3K0.00%+2,023+33.6%Added
Amundi8,288$642.2K0.00%−226−2.7%Reduced
CWM Advisors, LLC8,390$655.5K0.08%+2,817+50.5%Added
Northstar Group, Inc.8,500$664.1K0.11%−500−5.6%Reduced
Captrust Financial Advisors8,916$696.6K0.00%−2,499−21.9%Reduced
Legacy Wealth Asset Management, LLC9,197$718.6K0.20%−1,078−10.5%Reduced
Kovitz Investment Group Partners, LLC9,234$721.5K0.00%+9,234New
David Loasby9,077$730.0K0.07%+668+7.9%Added
Bank of Montreal9,413$735.4K0.00%−660−6.6%Reduced
Virginia Retirement Systems Et Al9,500$742.2K0.01%+9,500New
Gitterman Wealth Management, LLC9,529$744.5K0.20%+1,529+19.1%Added
ExodusPoint Capital Management, LP9,595$750.0K0.01%+9,595New
CI Private Wealth, LLC9,798$765.5K0.00%+813+9.0%Added
JustInvest LLC9,861$770.4K0.01%−170−1.7%Reduced
Integrated Wealth Concepts LLC9,940$776.6K0.01%−3,594−26.6%Reduced
Mfg Wealth Management, Inc.9,992$780.7K0.75%−5,731−36.4%Reduced
Cetera Investment Advisers10,089$788.2K0.00%+1,117+12.4%Added
Teacher Retirement System of Texas10,099$789.0K0.00%+10,099New
SG Americas Securities, LLC10,391$812.0K0.00%−14,275−57.9%Reduced