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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, Q2 2025

Institutional positions in Aaon, Inc. as of Jun 30, 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
393
+13 vs. Q1 2025
Shares held
63.3M
+2.07M (+3.4%) vs. Q1 2025
Total value
$4.67B
−$115.5M (−2.4%) vs. Q1 2025
New holders
66
150 more added
Sold out
53
134 more reduced

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 393 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 heldQ2 2025: $4.67B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2025.

Institutions holding AAON in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,496,489$479.1M0.01%−19,715−0.3%Reduced
BlackRock, Inc.6,390,590$471.3M0.01%+24,357+0.4%Added
Blair William & Co2,280,070$168.2M0.47%+102,382+4.7%Added
Morgan Stanley2,194,524$161.8M0.01%+213,130+10.8%Added
State Street Corp2,046,068$150.9M0.01%−16,808−0.8%Reduced
Geneva Capital Management LLC2,036,752$150.2M2.52%+139,024+7.3%Added
Conestoga Capital Advisors, LLC1,859,071$137.1M2.03%−29,841−1.6%Reduced
Wasatch Advisors Inc1,682,399$124.1M0.65%−76,070−4.3%Reduced
Kayne Anderson Rudnick Investment Management LLC1,622,751$119.7M0.29%−109,675−6.3%Reduced
JPMorgan Chase & Co1,443,938$106.5M0.01%−1,501,216−51.0%Reduced
Dimensional Fund Advisors LP1,426,811$105.2M0.02%+24,008+1.7%Added
FMR LLC1,377,582$101.6M0.01%+110,940+8.8%Added
Geode Capital Management, LLC1,341,376$98.9M0.01%+26,302+2.0%Added
Pictet Asset Management Holding SA1,222,329$90.1M0.09%+5,655+0.5%Added
Champlain Investment Partners, LLC1,181,661$87.1M0.61%+1,181,661New
Ameriprise Financial Inc1,120,324$82.6M0.02%+87,426+8.5%Added
Capital International Investors975,211$71.9M0.01%+508,682+109.0%Added
First Trust Advisors LP818,029$60.3M0.05%−84,762−9.4%Reduced
Mawer Investment Management Ltd.790,466$58.3M0.30%+224,494+39.7%Added
Wellington Management Group LLP773,804$57.1M0.01%+707,708+1,070.7%Added
Brown Advisory Inc715,458$52.8M0.07%+188,383+35.7%Added
Spyglass Capital Management LLC712,356$52.5M3.10%+91,461+14.7%Added
Norges Bank697,503$51.4M0.01%+165,621+31.1%Added
Bokf, NA681,741$50.3M0.81%+1430.0%Added
Price T Rowe Associates Inc678,266$50.0M0.01%+31,376+4.9%Added
Charles Schwab Investment Management Inc677,573$50.0M0.01%−2140.0%Reduced
Northern Trust Corp649,462$47.9M0.01%+4,740+0.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC623,811$46.0M0.14%+263,434+73.1%Added
Stephens Investment Management Group LLC607,398$44.8M0.59%+4,608+0.8%Added
Fuller & Thaler Asset Management, Inc.595,091$43.9M0.16%+595,091New
Impax Asset Management Group plc587,296$42.7M0.25%+117,446+25.0%Added
Invesco Ltd.566,694$41.8M0.01%−470,318−45.4%Reduced
Voya Investment Management LLC524,304$38.7M0.04%+131,463+33.5%Added
Bank of New York Mellon Corp499,056$36.8M0.01%−602,636−54.7%Reduced
Franklin Resources Inc477,950$35.2M0.01%+48,755+11.4%Added
Allspring Global Investments Holdings, LLC449,656$33.7M0.06%−205,138−31.3%Reduced
Goldman Sachs Group Inc446,365$32.9M0.01%+15,429+3.6%Added
Ranger Investment Management, L.P.433,960$32.0M2.24%+53,532+14.1%Added
Pembroke Management, LTD430,212$31.7M3.84%+122,527+39.8%Added
Royce & Associates LP407,709$30.1M0.31%+228,534+127.5%Added
SEI Investments Co360,204$26.6M0.03%+44,700+14.2%Added
Federated Hermes, Inc.351,643$25.9M0.05%−38,989−10.0%Reduced
Royal Bank of Canada336,060$24.8M0.00%+227,353+209.1%Added
Value Aligned Research Advisors, LLC334,498$24.7M1.10%+296,036+769.7%Added
Aperture Investors, LLC334,144$24.6M3.31%+11,379+3.5%Added
Baird Financial Group, Inc.323,090$23.8M0.04%−48,543−13.1%Reduced
UBS Group AG316,049$23.3M0.00%+29,752+10.4%Added
UBS Asset Management Americas Inc313,971$23.2M0.00%+80,969+34.8%Added
Raymond James Financial Inc305,840$22.6M0.01%−185,465−37.7%Reduced
Clearbridge Investments, LLC294,455$21.7M0.02%00.0%Unchanged
Envestnet Asset Management Inc291,711$21.5M0.01%−21,847−7.0%Reduced
Bank of America Corp271,264$20.0M0.00%−73,420−21.3%Reduced
Nuveen, LLC245,053$18.1M0.00%−20,644−7.8%Reduced
Rockefeller Capital Management L.P.243,564$18.0M0.04%+10,077+4.3%Added
Allied Investment Advisors, LLC242,984$17.9M3.13%+127,573+110.5%Added
Wells Fargo & Company234,044$17.3M0.00%+20,419+9.6%Added
Swedbank AB216,000$15.9M0.02%+216,000New
EULAV Asset Management208,500$15.4M0.36%00.0%Unchanged
WCM Investment Management, LLC208,782$15.4M0.04%+12,326+6.3%Added
Comerica Bank202,512$14.9M0.06%+18,394+10.0%Added
Rhumbline Advisers195,278$14.4M0.01%−2,008−1.0%Reduced
Ensign Peak Advisors, Inc189,108$13.9M0.02%−92,020−32.7%Reduced
Twinbeech Capital LP178,788$13.2M0.30%+178,788New
Standard Life Aberdeen plc165,897$12.2M0.02%+136,288+460.3%Added
Barclays PLC161,921$11.9M0.00%−819−0.5%Reduced
Toroso Investments, LLC154,974$11.4M0.07%−2,080−1.3%Reduced
Principal Financial Group Inc153,652$11.3M0.01%−2,773−1.8%Reduced
Victory Capital Management Inc152,454$11.2M0.01%−30,648−16.7%Reduced
Peregrine Capital Management LLC141,503$10.4M0.31%+17,211+13.8%Added
11 Capital Partners LP136,516$10.1M3.17%+36,116+36.0%Added
Swiss National Bank132,025$9.74M0.01%−1,900−1.4%Reduced
New York State Common Retirement Fund131,813$9.72M0.01%−18,275−12.2%Reduced
Legal & General Group Plc128,795$9.50M0.00%−2,573−2.0%Reduced
CenterBook Partners LP128,292$9.46M0.53%+45,688+55.3%Added
Kennedy Capital Management, Inc.125,088$9.23M0.22%+75,937+154.5%Added
Ferguson Wellman Capital Management, Inc118,267$8.72M0.15%−1,280−1.1%Reduced
J. Goldman & Co LP108,221$7.98M0.25%+108,221New
BNP Paribas Arbitrage, SA101,441$7.48M0.01%+90,556+831.9%Added
California Public Employees Retirement System95,655$7.05M0.00%+2,339+2.5%Added
Russell Investments Group, Ltd.93,780$6.92M0.01%−13,585−12.7%Reduced
RMB Capital Management, LLC93,509$6.90M0.13%+528+0.6%Added
Millennium Management LLC91,809$6.77M0.01%+10,664+13.1%Added
Citadel Advisors LLC87,949$6.49M0.01%−45,213−34.0%Reduced
Retirement Systems of Alabama82,541$6.09M0.02%+431+0.5%Added
Alliancebernstein L.P.79,948$5.90M0.00%−66−0.1%Reduced
Advantage Alpha Capital Partners LP75,586$5.57M1.50%+75,586New
Public Employees Retirement System of Ohio75,268$5.55M0.02%−3,743−4.7%Reduced
Capstone Investment Advisors, LLC69,297$5.11M0.04%−55,703−44.6%Reduced
California State Teachers Retirement System66,028$4.87M0.01%00.0%Unchanged
Kinetic Partners Management, LP64,890$4.79M0.26%+64,890New
State of Wisconsin Investment Board64,719$4.77M0.01%−2,960−4.4%Reduced
Bahl & Gaynor Inc63,590$4.69M0.02%+1,908+3.1%Added
BLI - Banque de Luxembourg Investments62,100$4.57M0.13%+62,100New
Chatham Capital Group, Inc.61,752$4.55M0.69%−510−0.8%Reduced
Schonfeld Strategic Advisors LLC61,646$4.55M0.03%+61,646New
Two Sigma Investments, LP57,655$4.25M0.01%+31,385+119.5%Added
Van Eck Associates Corp56,408$4.16M0.00%−16,747−22.9%Reduced
Prelude Capital Management, LLC55,500$4.09M0.40%+55,500New
Ascent Group, LLC53,748$3.96M0.15%+5,119+10.5%Added
King Luther Capital Management Corp53,502$3.95M0.02%+49,802+1,346.0%Added