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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,322 | $103.0K | 0.00% | −47−3.4% | Reduced |
| SBI Securities Co., Ltd. | 1,174 | $91.7K | 0.00% | +1,066+987.0% | Added |
| CVA Family Office, LLC | 1,123 | $87.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,035 | $80.9K | 0.00% | +1,035 | New |
| Northwestern Mutual Wealth Management Co | 1,032 | $80.6K | 0.00% | −32−3.0% | Reduced |
| Winnow Wealth LLC | 998 | $77.9K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 938 | $73.0K | 0.00% | +192+25.7% | Added |
| Group One Trading, L.P. | 850 | $66.4K | 0.00% | +850 | New |
| Parallel Advisors, LLC | 716 | $55.9K | 0.00% | +149+26.3% | Added |
| Signaturefd, LLC | 599 | $46.8K | 0.00% | −18−2.9% | Reduced |
| Umb Bank N A | 589 | $46.0K | 0.00% | +264+81.2% | Added |
| Park Square Financial Group, LLC | 483 | $37.7K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 474 | $37.0K | 0.02% | −286−37.6% | Reduced |
| First Horizon Advisors, Inc. | 422 | $33.0K | 0.00% | −201−32.3% | Reduced |
| Huntington National Bank | 412 | $32.2K | 0.00% | −244−37.2% | Reduced |
| Allworth Financial LP | 373 | $32.0K | 0.00% | +66+21.5% | Added |
| Harvest Fund Management Co., Ltd | 412 | $32.0K | 0.00% | −1,045−71.7% | Reduced |
| Whittier Trust Co | 391 | $30.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 356 | $27.8K | 0.00% | +251+239.0% | Added |
| ORG Wealth Partners, LLC | 342 | $27.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 331 | $25.9K | 0.00% | +287+652.3% | Added |
| Westside Investment Management, Inc. | 330 | $25.8K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 321 | $25.1K | 0.01% | +276+613.3% | Added |
| Clearstead Advisors, LLC | 317 | $24.8K | 0.00% | +88+38.4% | Added |
| Rothschild Investment LLC | 255 | $19.9K | 0.00% | +170+200.0% | Added |
| Massmutual Trust Co FSB | 252 | $19.7K | 0.00% | +98+63.6% | Added |
| Sterling Capital Management LLC | 226 | $17.7K | 0.00% | −862−79.2% | Reduced |
| Mather Group, LLC. | 206 | $16.1K | 0.00% | −24−10.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 203 | $15.8K | 0.00% | +4+2.0% | Added |
| Bessemer Group Inc | 199 | $15.0K | 0.00% | +45+29.2% | Added |
| Financial Network Wealth Advisors LLC | 172 | $13.4K | 0.02% | +172 | New |
| EverSource Wealth Advisors, LLC | 170 | $13.3K | 0.00% | +21+14.1% | Added |
| Rise Advisors, LLC | 170 | $13.3K | 0.01% | +170 | New |
| Transce3nd, LLC | 166 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $11.7K | 0.00% | +150 | New |
| MCF Advisors LLC | 132 | $10.3K | 0.00% | −16−10.8% | Reduced |
| Skopos Labs, Inc. | 121 | $9.45K | 0.00% | +119+5,950.0% | Added |
| Jones Financial Companies LLLP | 103 | $8.04K | 0.00% | +25+32.1% | Added |
| Washington Trust Advisors, Inc. | 100 | $7.81K | 0.00% | +27+37.0% | Added |
| Hollencrest Capital Management | 100 | $7.81K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $7.66K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $7.58K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 97 | $7.58K | 0.01% | +97 | New |
| Farther Finance Advisors, LLC | 92 | $7.28K | 0.00% | −186−66.9% | Reduced |
| Larson Financial Group LLC | 93 | $7.27K | 0.00% | +83+830.0% | Added |
| MAI Capital Management | 92 | $7.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 91 | $7.11K | 0.00% | −36−28.3% | Reduced |
| Hemington Wealth Management | 95 | $7.00K | 0.00% | −1−1.0% | Reduced |
| Hurley Capital, LLC | 75 | $5.87K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 69 | $5.39K | 0.00% | +69 | New |
| Synergy Investment Management, LLC | 62 | $4.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 61 | $4.77K | 0.00% | −61−50.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 55 | $4.30K | 0.00% | +55 | New |
| Principal Securities, Inc. | 36 | $4.24K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $3.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $3.98K | 0.00% | +23+82.1% | Added |
| Colonial Trust Co | 48 | $3.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $3.36K | 0.00% | −1−2.3% | Reduced |
| Hantz Financial Services, Inc. | 33 | $3.00K | 0.00% | +33 | 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 |
| Optiver Holding B.V. | 36 | $2.81K | 0.00% | +36 | New |
| Ridgewood Investments LLC | 34 | $2.66K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $2.50K | 0.00% | −63−66.3% | Reduced |
| Aspect Partners, LLC | 30 | $2.36K | 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 |
| Bell Investment Advisors, Inc | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $1.48K | 0.00% | +6+46.2% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $1.09K | 0.00% | −4−22.2% | Reduced |
| Center for Financial Planning, Inc. | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $860 | 0.00% | +1+10.0% | Added |
| IFP Advisors, Inc | 0 | $703 | 0.00% | −23−100.0% | Reduced |
| Global Financial Private Client, LLC | 9 | $703 | 0.00% | +5+125.0% | Added |
| ORG Partners LLC | 7 | $554 | 0.00% | +7 | New |
| Assetmark, Inc | 7 | $547 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $391 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $235 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $235 | 0.00% | +3 | New |
| 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 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −371,554−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −360,714−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −337,003−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −277,753−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −179,383−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −164,155−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −95,974−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −75,856−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −74,876−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −65,908−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −63,196−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −40,817−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −33,904−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −31,366−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −27,482−100.0% | Sold out |