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 |
|---|---|---|---|---|---|
| West Coast Financial LLC | 51,057 | $3.99M | 0.46% | −29,625−36.7% | Reduced |
| Polen Capital Management LLC | 49,466 | $3.86M | 0.01% | +17,909+56.8% | Added |
| Kennedy Capital Management, Inc. | 49,151 | $3.84M | 0.09% | −26,623−35.1% | Reduced |
| American Century Companies Inc | 48,947 | $3.82M | 0.00% | −19,813−28.8% | Reduced |
| Ascent Group, LLC | 48,629 | $3.80M | 0.16% | +48,629 | New |
| Neuberger Berman Group LLC | 47,356 | $3.70M | 0.00% | −12,596−21.0% | Reduced |
| US Bancorp | 43,643 | $3.41M | 0.00% | −6,616−13.2% | Reduced |
| Great West Life Assurance Co | 42,053 | $3.29M | 0.01% | −5,148−10.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 41,103 | $3.21M | 0.03% | +31,373+322.4% | Added |
| Janney Montgomery Scott LLC | 40,689 | $3.18M | 0.01% | +57+0.1% | Added |
| MetLife Investment Management | 40,396 | $3.16M | 0.02% | −604−1.5% | Reduced |
| Value Aligned Research Advisors, LLC | 38,462 | $3.01M | 0.24% | +38,462 | New |
| Verition Fund Management LLC | 37,556 | $2.93M | 0.02% | +11,921+46.5% | Added |
| Capital Advisors Inc | 37,001 | $2.89M | 0.06% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 34,721 | $2.71M | 0.03% | −915−2.6% | Reduced |
| Amalgamated Bank | 34,068 | $2.66M | 0.02% | −889−2.5% | Reduced |
| LPL Financial LLC | 33,896 | $2.65M | 0.00% | −8,153−19.4% | Reduced |
| M&T Bank Corp | 32,430 | $2.53M | 0.01% | −2,461−7.1% | Reduced |
| Oak Ridge Investments LLC | 31,021 | $2.42M | 0.20% | +1,009+3.4% | Added |
| Treasurer of the State of North Carolina | 30,830 | $2.41M | 0.01% | +1,200+4.0% | Added |
| Ascent Wealth Partners, LLC | 30,368 | $2.37M | 0.32% | +487+1.6% | Added |
| Standard Life Aberdeen plc | 29,609 | $2.27M | 0.00% | +29,609 | New |
| Wealth Enhancement Advisory Services, LLC | 28,329 | $2.21M | 0.00% | +26,542+1,485.3% | Added |
| Wesbanco Bank Inc | 27,500 | $2.15M | 0.07% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 27,236 | $2.13M | 0.00% | +6,653+32.3% | Added |
| State of Tennessee, Treasury Department | 27,090 | $2.12M | 0.01% | −5,473−16.8% | Reduced |
| Oppenheimer Asset Management Inc. | 27,038 | $2.11M | 0.03% | +10,137+60.0% | Added |
| Two Sigma Investments, LP | 26,270 | $2.05M | 0.00% | +26,270 | New |
| Bridges Investment Management Inc | 25,503 | $1.99M | 0.03% | +13,431+111.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 25,133 | $1.96M | 0.06% | +25,133 | New |
| Police & Firemen's Retirement System of New Jersey | 24,387 | $1.91M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 24,202 | $1.89M | 0.01% | −2,330−8.8% | Reduced |
| Stifel Financial Corp | 24,098 | $1.88M | 0.00% | −20,614−46.1% | Reduced |
| Vident Advisory, LLC | 23,432 | $1.83M | 0.03% | +23,432 | New |
| Yousif Capital Management, LLC | 23,219 | $1.81M | 0.02% | −639−2.7% | Reduced |
| Cynosure Management, LLC | 22,707 | $1.77M | 0.24% | +17,483+334.7% | Added |
| Citigroup Inc | 22,357 | $1.75M | 0.00% | −42,960−65.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 22,314 | $1.74M | 0.00% | −540,440−96.0% | Reduced |
| Thrivent Financial for Lutherans | 19,248 | $1.72M | 0.00% | −56−0.3% | Reduced |
| Creative Planning | 21,554 | $1.68M | 0.00% | +319+1.5% | Added |
| PFG Advisors | 20,836 | $1.63M | 0.09% | +11,136+114.8% | Added |
| Teachers Retirement System of the State of Kentucky | 20,612 | $1.61M | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21,908 | $1.60M | 0.00% | +306+1.4% | Added |
| Azzad Asset Management Inc | 20,165 | $1.58M | 0.19% | −8,730−30.2% | Reduced |
| Campbell Newman Asset Management Inc | 20,113 | $1.57M | 0.13% | −86−0.4% | Reduced |
| Arizona State Retirement System | 19,784 | $1.55M | 0.01% | −180−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 19,530 | $1.53M | 0.01% | +4,031+26.0% | Added |
| Marshall Wace, LLP | 19,426 | $1.52M | 0.00% | +19,426 | New |
| Louisiana State Employees Retirement System | 18,900 | $1.48M | 0.03% | +200+1.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,419 | $1.44M | 0.00% | −57,382−75.7% | Reduced |
| Storebrand Asset Management AS | 18,369 | $1.44M | 0.00% | +3,640+24.7% | Added |
| Jain Global LLC | 18,207 | $1.42M | 0.03% | +18,207 | New |
| Olistico Wealth, LLC | 17,848 | $1.39M | 0.86% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,724 | $1.39M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 17,517 | $1.37M | 0.00% | −71,154−80.2% | Reduced |
| Atom Investors LP | 17,344 | $1.36M | 0.17% | +17,344 | New |
| Regions Financial Corp | 16,488 | $1.29M | 0.01% | +2,048+14.2% | Added |
| GWM Advisors LLC | 16,267 | $1.27M | 0.01% | +294+1.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,126 | $1.26M | 0.01% | +1,227+8.2% | Added |
| State of Michigan Retirement System | 16,100 | $1.26M | 0.01% | +100+0.6% | Added |
| AQR Capital Management LLC | 16,245 | $1.22M | 0.00% | −11,998−42.5% | Reduced |
| KLP Kapitalforvaltning AS | 15,050 | $1.18M | 0.01% | +600+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,001 | $1.17M | 0.02% | +70.0% | Added |
| Gibbs Wealth Management | 14,923 | $1.17M | 0.28% | +2,638+21.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,750 | $1.15M | 0.54% | −850−5.4% | Reduced |
| Arcadia Investment Management Corp | 14,738 | $1.15M | 0.21% | +415+2.9% | Added |
| New Mexico Educational Retirement Board | 14,200 | $1.11M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 13,946 | $1.09M | 0.01% | +235+1.7% | Added |
| Oregon Public Employees Retirement Fund | 13,715 | $1.07M | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 13,667 | $1.07M | 0.05% | +13,667 | New |
| Mariner, LLC | 13,403 | $1.05M | 0.00% | −1,596−10.6% | Reduced |
| Ameritas Investment Partners, Inc. | 13,274 | $1.04M | 0.04% | −238−1.8% | Reduced |
| Abn Amro Investment Solutions | 12,843 | $1.00M | 0.02% | +12,843 | New |
| Ontario Teachers Pension Plan Board | 12,754 | $996.5K | 0.02% | −7,959−38.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,652 | $988.5K | 0.00% | +429+3.5% | Added |
| HighTower Advisors, LLC | 12,394 | $968.4K | 0.00% | −934−7.0% | Reduced |
| Cresset Asset Management, LLC | 12,151 | $949.4K | 0.00% | +157+1.3% | Added |
| Pathstone Holdings, LLC | 12,059 | $942.2K | 0.00% | −3,042−20.1% | Reduced |
| Norden Group LLC | 11,993 | $937.0K | 0.11% | −5,219−30.3% | Reduced |
| Parcion Private Wealth LLC | 11,449 | $894.5K | 0.07% | −1,470−11.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,318 | $884.3K | 0.06% | −5,073−30.9% | Reduced |
| Portside Wealth Group, LLC | 11,003 | $859.7K | 0.14% | −3,713−25.2% | Reduced |
| BNP Paribas Arbitrage, SA | 10,885 | $850.4K | 0.00% | −2,530−18.9% | Reduced |
| Glenmede Trust Co NA | 10,477 | $818.6K | 0.00% | +398+3.9% | Added |
| SG Americas Securities, LLC | 10,391 | $812.0K | 0.00% | −14,275−57.9% | Reduced |
| Teacher Retirement System of Texas | 10,099 | $789.0K | 0.00% | +10,099 | New |
| Cetera Investment Advisers | 10,089 | $788.2K | 0.00% | +1,117+12.4% | Added |
| Mfg Wealth Management, Inc. | 9,992 | $780.7K | 0.75% | −5,731−36.4% | Reduced |
| Integrated Wealth Concepts LLC | 9,940 | $776.6K | 0.01% | −3,594−26.6% | Reduced |
| JustInvest LLC | 9,861 | $770.4K | 0.01% | −170−1.7% | Reduced |
| CI Private Wealth, LLC | 9,798 | $765.5K | 0.00% | +813+9.0% | Added |
| ExodusPoint Capital Management, LP | 9,595 | $750.0K | 0.01% | +9,595 | New |
| Gitterman Wealth Management, LLC | 9,529 | $744.5K | 0.20% | +1,529+19.1% | Added |
| Virginia Retirement Systems Et Al | 9,500 | $742.2K | 0.01% | +9,500 | New |
| Bank of Montreal | 9,413 | $735.4K | 0.00% | −660−6.6% | Reduced |
| David Loasby | 9,077 | $730.0K | 0.07% | +668+7.9% | Added |
| Kovitz Investment Group Partners, LLC | 9,234 | $721.5K | 0.00% | +9,234 | New |
| Legacy Wealth Asset Management, LLC | 9,197 | $718.6K | 0.20% | −1,078−10.5% | Reduced |
| Captrust Financial Advisors | 8,916 | $696.6K | 0.00% | −2,499−21.9% | Reduced |
| Northstar Group, Inc. | 8,500 | $664.1K | 0.11% | −500−5.6% | Reduced |