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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 8,390 | $655.5K | 0.08% | +2,817+50.5% | Added |
| Amundi | 8,288 | $642.2K | 0.00% | −226−2.7% | Reduced |
| Quantinno Capital Management LP | 8,041 | $628.3K | 0.00% | +2,023+33.6% | Added |
| Public Employees Retirement Association of Colorado | 7,985 | $624.0K | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 7,984 | $623.8K | 0.03% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,905 | $617.0K | 0.01% | +210+2.7% | Added |
| Cadent Capital Advisors, LLC | 7,593 | $593.2K | 0.23% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,463 | $583.1K | 0.00% | −48−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,358 | $574.9K | 0.04% | −883−10.7% | Reduced |
| Quadrant Capital Group LLC | 7,281 | $568.9K | 0.02% | +3,231+79.8% | Added |
| Precision Wealth Strategies, LLC | 7,204 | $562.9K | 0.43% | −994−12.1% | Reduced |
| Oddo BHF Asset Management SAS | 7,146 | $558.3K | 0.02% | +1,055+17.3% | Added |
| Prudential Financial Inc | 4,343 | $548.1K | 0.00% | +1,180+37.3% | Added |
| Gabelli Funds LLC | 7,000 | $546.9K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 6,885 | $537.9K | 0.07% | +537+8.5% | Added |
| Peterson Wealth Services | 6,777 | $529.5K | 0.16% | −4,332−39.0% | Reduced |
| Deutsche Bank AG | 6,730 | $525.8K | 0.00% | −464−6.4% | Reduced |
| Danske Bank A/S | 6,439 | $503.1K | 0.00% | −34,058−84.1% | Reduced |
| Atria Investments LLC | 6,435 | $502.8K | 0.01% | −3,533−35.4% | Reduced |
| Guggenheim Capital LLC | 6,398 | $499.9K | 0.00% | −2,773−30.2% | Reduced |
| Yorktown Management & Research Co Inc | 6,200 | $484.4K | 0.53% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 6,112 | $477.5K | 0.00% | +6,112 | New |
| Institute for Wealth Management, LLC. | 5,929 | $463.2K | 0.06% | +5,929 | New |
| Central Trust Co | 5,872 | $458.8K | 0.01% | −17,387−74.8% | Reduced |
| Simplex Trading, LLC | 5,856 | $457.0K | 0.02% | +5,110+685.0% | Added |
| Belpointe Asset Management LLC | 5,790 | $452.4K | 0.02% | +480+9.0% | Added |
| Advisor Group Holdings, Inc. | 5,590 | $436.9K | 0.00% | +740+15.3% | Added |
| Inceptionr LLC | 5,570 | $435.2K | 0.13% | +5,570 | New |
| NBC Securities, Inc. | 5,511 | $430.0K | 0.04% | +5,508+183,600.0% | Added |
| Illinois Municipal Retirement Fund | 5,475 | $427.8K | 0.01% | 00.0% | Unchanged |
| Cim, LLC | 5,447 | $425.6K | 0.06% | −224−3.9% | Reduced |
| Blalock Williams, LLC | 5,432 | $424.4K | 0.48% | +5,432 | New |
| Susquehanna International Group, LLP | 5,365 | $419.2K | 0.00% | +2,400+80.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,342 | $417.2K | 0.00% | −1,942−26.7% | Reduced |
| Ethic Inc. | 5,184 | $410.4K | 0.01% | +5,184 | New |
| Brinker Capital Investments, LLC | 5,185 | $405.1K | 0.00% | +2,609+101.3% | Added |
| Orion Portfolio Solutions, LLC | 5,185 | $405.1K | 0.00% | +2,609+101.3% | Added |
| Securian Asset Management, Inc | 5,100 | $398.5K | 0.01% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 5,000 | $390.6K | 0.75% | +5,000 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $382.8K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,678 | $365.5K | 0.01% | +12+0.3% | Added |
| Warburton Capital Management, LLC | 4,589 | $358.0K | 0.26% | +4,589 | New |
| Edgestream Partners, L.P. | 4,550 | $355.5K | 0.01% | +2,285+100.9% | Added |
| AlphaCore Capital LLC | 4,461 | $348.5K | 0.03% | +2,024+83.1% | Added |
| United Services Automobile Association | 4,460 | $348.2K | 0.01% | +4,460 | New |
| Wallace Advisory Group, LLC | 2,939 | $345.9K | 0.24% | −539−15.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,395 | $343.4K | 0.09% | −2,223−33.6% | Reduced |
| Silvercrest Asset Management Group LLC | 4,284 | $334.7K | 0.00% | +4,284 | New |
| Chicago Trust Co NA | 4,261 | $332.9K | 0.06% | +4,261 | New |
| Blueshift Asset Management, LLC | 4,234 | $330.8K | 0.13% | +4,234 | New |
| Equitable Trust Co | 4,188 | $327.2K | 0.02% | +1,984+90.0% | Added |
| The PNC Financial Services Group, Inc. | 4,174 | $326.1K | 0.00% | +306+7.9% | Added |
| State of Wyoming | 4,144 | $323.8K | 0.04% | −1,096−20.9% | Reduced |
| Evergreen Capital Management LLC | 4,096 | $320.0K | 0.01% | −216−5.0% | Reduced |
| Premier Fund Managers Ltd | 4,082 | $319.0K | 0.01% | +4,082 | New |
| O'Shaughnessy Asset Management, LLC | 4,051 | $316.5K | 0.00% | −151−3.6% | Reduced |
| Summitry LLC | 4,048 | $316.2K | 0.02% | +689+20.5% | Added |
| Toronto Dominion Bank | 3,919 | $306.0K | 0.00% | +3,919 | New |
| King Luther Capital Management Corp | 3,700 | $289.1K | 0.00% | +3,700 | New |
| Wedbush Securities Inc | 3,650 | $285.0K | 0.01% | +500+15.9% | Added |
| Ostrum Asset Management | 3,640 | $284.4K | 0.01% | +3,640 | New |
| Malaga Cove Capital, LLC | 3,636 | $284.1K | 0.12% | +7+0.2% | Added |
| Utah Retirement Systems | 3,600 | $281.3K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,600 | $281.3K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,491 | $272.8K | 0.04% | −1,532−30.5% | Reduced |
| Park Avenue Securities LLC | 3,418 | $267.0K | 0.00% | −281−7.6% | Reduced |
| Smith, Moore & Co. | 3,304 | $258.2K | 0.02% | +4+0.1% | Added |
| Headlands Technologies LLC | 3,202 | $250.2K | 0.03% | +3,202 | New |
| Sequoia Financial Advisors, LLC | 3,197 | $249.8K | 0.00% | +1,054+49.2% | Added |
| Maryland State Retirement & Pension System | 3,149 | $246.0K | 0.01% | −752−19.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,139 | $245.0K | 0.00% | +3,139 | New |
| Diversify Wealth Management, LLC | 2,716 | $242.0K | 0.02% | −354−11.5% | Reduced |
| KBC Group NV | 3,022 | $236.0K | 0.00% | +319+11.8% | Added |
| Trust Co of Oklahoma | 2,979 | $232.7K | 0.08% | −491−14.1% | Reduced |
| Brighton Securities Corp. | 2,963 | $231.5K | 0.11% | −824−21.8% | Reduced |
| ProShare Advisors LLC | 2,875 | $224.6K | 0.00% | −281−8.9% | Reduced |
| Great Valley Advisor Group, Inc. | 2,862 | $223.6K | 0.00% | −407−12.5% | Reduced |
| CAPROCK Group, Inc. | 2,850 | $222.7K | 0.01% | −344−10.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,794 | $218.3K | 0.00% | +394+16.4% | Added |
| Florida Financial Advisors, LLC | 2,745 | $214.8K | 0.08% | +2,745 | New |
| Journey Strategic Wealth LLC | 2,726 | $213.0K | 0.01% | +274+11.2% | Added |
| Lindenwold Advisors | 2,710 | $211.7K | 0.12% | −455−14.4% | Reduced |
| Vawter Financial, Ltd. | 2,710 | $211.7K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,615 | $204.3K | 0.01% | −301−10.3% | Reduced |
| Marco Investment Management LLC | 2,609 | $203.8K | 0.02% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 2,539 | $198.4K | 0.15% | −946−27.1% | Reduced |
| HM Payson & Co | 2,400 | $187.5K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,895 | $148.1K | 0.00% | −9,823−83.8% | Reduced |
| Bryn Mawr Trust Co | 1,800 | $140.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,795 | $140.2K | 0.00% | +1,795 | New |
| Pinnacle Financial Partners Inc | 1,125 | $132.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,632 | $127.5K | 0.00% | +332+25.5% | Added |
| Golden State Wealth Management, LLC | 1,630 | $127.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,582 | $123.6K | 0.00% | +78+5.2% | Added |
| Bellwether Advisors, LLC | 1,580 | $123.4K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,526 | $119.2K | 0.01% | −110−6.7% | Reduced |
| Acropolis Investment Management, LLC | 1,521 | $118.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,477 | $115.4K | 0.00% | −4,831−76.6% | Reduced |
| Smartleaf Asset Management LLC | 1,438 | $112.4K | 0.01% | −500−25.8% | Reduced |
| Covestor Ltd | 1,419 | $111.0K | 0.07% | −432−23.3% | Reduced |