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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1 | $74 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $222 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $295 | 0.00% | −89−95.7% | Reduced |
| True Wealth Design, LLC | 4 | $295 | 0.00% | +1+33.3% | Added |
| Cromwell Holdings LLC | 4 | $295 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $368 | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 7 | $516 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $517 | 0.00% | −4−36.4% | Reduced |
| ORG Partners LLC | 7 | $524 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $811 | 0.00% | −27−71.1% | Reduced |
| Winthrop Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Assetmark, Inc | 14 | $1.03K | 0.00% | +7+100.0% | Added |
| Rakuten Securities, Inc. | 15 | $1.11K | 0.00% | −306−95.3% | Reduced |
| Bell Investment Advisors, Inc | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.40K | 0.00% | +5+35.7% | Added |
| Fortitude Family Office, LLC | 20 | $1.48K | 0.00% | +20 | New |
| Capital A Wealth Management, LLC | 21 | $1.55K | 0.02% | +21 | New |
| Twin Peaks Wealth Advisors, LLC | 20 | $1.66K | 0.00% | +20 | New |
| Steward Partners Investment Advisory, LLC | 27 | $1.99K | 0.00% | +8+42.1% | Added |
| Valued Wealth Advisors LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 34 | $2.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $3.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $3.25K | 0.00% | −287−86.7% | Reduced |
| Bellevue Asset Management, LLC | 45 | $3.32K | 0.00% | +7+18.4% | Added |
| Private Trust Co NA | 45 | $3.32K | 0.00% | −16−26.2% | Reduced |
| Colonial Trust Co | 48 | $3.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $3.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $3.98K | 0.00% | +3+5.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 55 | $4.06K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 61 | $4.50K | 0.00% | +14+29.8% | Added |
| Group One Trading, L.P. | 66 | $4.87K | 0.00% | −784−92.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 69 | $5.09K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $5.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $6.42K | 0.00% | −5−5.4% | Reduced |
| Wolff Wiese Magana LLC | 91 | $6.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $7.15K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $7.23K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 103 | $7.60K | 0.00% | −123−54.4% | Reduced |
| Principal Securities, Inc. | 105 | $7.74K | 0.00% | +69+191.7% | Added |
| Hemington Wealth Management | 117 | $8.00K | 0.00% | +22+23.2% | Added |
| Washington Trust Advisors, Inc. | 119 | $8.78K | 0.00% | +19+19.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 120 | $8.85K | 0.00% | +120 | New |
| Parkside Financial Bank & Trust | 164 | $12.1K | 0.00% | +14+9.3% | Added |
| Financial Network Wealth Advisors LLC | 174 | $12.8K | 0.02% | +2+1.2% | Added |
| Rise Advisors, LLC | 176 | $13.0K | 0.01% | +6+3.5% | Added |
| Massmutual Trust Co FSB | 184 | $13.6K | 0.00% | −68−27.0% | Reduced |
| Rothschild Investment LLC | 190 | $14.0K | 0.00% | −65−25.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 204 | $15.0K | 0.00% | +1+0.5% | Added |
| Hantz Financial Services, Inc. | 233 | $17.0K | 0.00% | +200+606.1% | Added |
| Jones Financial Companies LLLP | 237 | $17.4K | 0.00% | +134+130.1% | Added |
| IFP Advisors, Inc | 0 | $18.7K | 0.00% | 0 | Unchanged |
| Skopos Labs, Inc. | 277 | $20.4K | 0.00% | +156+128.9% | Added |
| Clearstead Advisors, LLC | 316 | $23.3K | 0.00% | −1−0.3% | Reduced |
| MAI Capital Management | 329 | $24.3K | 0.00% | +237+257.6% | Added |
| Westside Investment Management, Inc. | 330 | $24.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 334 | $24.6K | 0.00% | +164+96.5% | Added |
| Allworth Financial LP | 338 | $24.9K | 0.00% | −35−9.4% | Reduced |
| ORG Wealth Partners, LLC | 342 | $25.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 348 | $25.7K | 0.02% | +348 | New |
| SRS Capital Advisors, Inc. | 356 | $28.0K | 0.00% | +324+1,012.5% | Added |
| Whittier Trust Co | 391 | $28.8K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 426 | $31.4K | 0.01% | −48−10.1% | Reduced |
| Huntington National Bank | 448 | $33.0K | 0.00% | +36+8.7% | Added |
| Northwestern Mutual Wealth Management Co | 450 | $33.2K | 0.00% | −582−56.4% | Reduced |
| First Horizon Advisors, Inc. | 456 | $33.6K | 0.00% | +34+8.1% | Added |
| Park Square Financial Group, LLC | 483 | $35.6K | 0.03% | 00.0% | Unchanged |
| Danske Bank A/S | 523 | $38.6K | 0.00% | −5,916−91.9% | Reduced |
| Optiver Holding B.V. | 565 | $41.7K | 0.00% | +529+1,469.4% | Added |
| Signaturefd, LLC | 613 | $45.2K | 0.00% | +14+2.3% | Added |
| Covestor Ltd | 631 | $47.0K | 0.03% | −788−55.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 714 | $53.0K | 0.00% | +714 | New |
| Umb Bank N A | 783 | $57.7K | 0.00% | +194+32.9% | Added |
| NBC Securities, Inc. | 834 | $61.0K | 0.00% | −4,677−84.9% | Reduced |
| CWM, LLC | 826 | $61.0K | 0.00% | −112−11.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,029 | $75.9K | 0.00% | −766−42.7% | Reduced |
| Headlands Technologies LLC | 1,122 | $82.7K | 0.01% | −2,080−65.0% | Reduced |
| CVA Family Office, LLC | 1,123 | $82.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,230 | $90.7K | 0.01% | +1,230 | New |
| Ci Investments Inc. | 1,239 | $91.0K | 0.00% | −83−6.3% | Reduced |
| SBI Securities Co., Ltd. | 1,235 | $91.1K | 0.00% | +61+5.2% | Added |
| Golden State Wealth Management, LLC | 1,250 | $92.2K | 0.01% | −380−23.3% | Reduced |
| Parallel Advisors, LLC | 1,285 | $94.8K | 0.00% | +569+79.5% | Added |
| GAMMA Investing LLC | 1,490 | $109.9K | 0.01% | −36−2.4% | Reduced |
| Fifth Third Bancorp | 1,526 | $112.5K | 0.00% | −56−3.5% | Reduced |
| Bellwether Advisors, LLC | 1,580 | $116.5K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 1,606 | $118.4K | 0.00% | +1,606 | New |
| Smartleaf Asset Management LLC | 1,649 | $121.4K | 0.01% | +211+14.7% | Added |
| Advisors Asset Management, Inc. | 1,649 | $121.6K | 0.00% | +17+1.0% | Added |
| KBC Group NV | 1,881 | $139.0K | 0.00% | −1,141−37.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,969 | $145.2K | 0.00% | +492+33.3% | Added |
| Erste Asset Management GmbH | 2,000 | $147.5K | 0.00% | −64,034−97.0% | Reduced |
| Bryn Mawr Trust Co | 2,300 | $169.6K | 0.00% | +500+27.8% | Added |
| Cullen/Frost Bankers, Inc. | 2,729 | $201.3K | 0.00% | +2,729 | New |
| Wealth Enhancement Advisory Services, LLC | 2,718 | $204.5K | 0.00% | −25,611−90.4% | Reduced |
| Gsa Capital Partners LLP | 2,783 | $205.0K | 0.01% | +2,783 | New |
| Petrus Trust Company, LTA | 2,827 | $208.5K | 0.02% | +2,827 | New |