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 |
|---|---|---|---|---|---|
| Trust Co of Oklahoma | 2,866 | $211.4K | 0.07% | −113−3.8% | Reduced |
| HM Payson & Co | 2,900 | $213.9K | 0.00% | +500+20.8% | Added |
| Sequoia Financial Advisors, LLC | 2,950 | $217.6K | 0.00% | −247−7.7% | Reduced |
| ProShare Advisors LLC | 2,994 | $220.8K | 0.00% | +119+4.1% | Added |
| L2 Asset Management, LLC | 3,027 | $223.2K | 0.04% | +3,027 | New |
| State of Wyoming | 3,094 | $228.2K | 0.03% | −1,050−25.3% | Reduced |
| Verdence Capital Advisors LLC | 3,111 | $229.5K | 0.02% | +3,111 | New |
| Susquehanna International Group, LLP | 3,139 | $231.5K | 0.00% | −2,226−41.5% | Reduced |
| Maryland State Retirement & Pension System | 3,149 | $232.2K | 0.01% | 00.0% | Unchanged |
| Polen Capital Management LLC | 3,203 | $236.2K | 0.00% | −46,263−93.5% | Reduced |
| Jump Financial, LLC | 3,255 | $240.1K | 0.00% | +3,255 | New |
| Yarbrough Capital, LLC | 3,300 | $243.4K | 0.01% | −4,684−58.7% | Reduced |
| Bayesian Capital Management, LP | 3,300 | $243.4K | 0.04% | +3,300 | New |
| Smith, Moore & Co. | 3,309 | $244.0K | 0.02% | +5+0.2% | Added |
| Park Avenue Securities LLC | 3,357 | $248.0K | 0.00% | −61−1.8% | Reduced |
| Brevan Howard Capital Management LP | 3,367 | $248.3K | 0.00% | +3,367 | New |
| AlphaCore Capital LLC | 3,458 | $255.0K | 0.01% | −1,003−22.5% | Reduced |
| Virtu Financial LLC | 3,514 | $259.0K | 0.01% | +3,514 | New |
| Everence Capital Management Inc | 3,590 | $265.0K | 0.02% | +3,590 | New |
| Utah Retirement Systems | 3,600 | $265.5K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,647 | $269.0K | 0.00% | +1,752+92.5% | Added |
| Index Fund Advisors, Inc. | 3,677 | $271.2K | 0.02% | +3,677 | New |
| XTX Topco Ltd | 3,678 | $271.3K | 0.01% | +3,678 | New |
| Jain Global LLC | 3,713 | $273.8K | 0.00% | −14,494−79.6% | Reduced |
| Advisory Services Network, LLC | 3,285 | $274.3K | 0.00% | +3,285 | New |
| O'Shaughnessy Asset Management, LLC | 3,848 | $283.8K | 0.00% | −203−5.0% | Reduced |
| Wedbush Securities Inc | 4,000 | $295.0K | 0.01% | +350+9.6% | Added |
| Vancity Investment Management Ltd | 4,016 | $296.0K | 0.04% | +4,016 | New |
| The PNC Financial Services Group, Inc. | 4,038 | $297.8K | 0.00% | −136−3.3% | Reduced |
| Kestra Investment Management, LLC | 4,069 | $300.1K | 0.00% | +4,069 | New |
| Evergreen Capital Management LLC | 4,090 | $301.6K | 0.01% | −6−0.1% | Reduced |
| ClearAlpha Technologies LP | 4,103 | $302.6K | 0.87% | +4,103 | New |
| Alliance Wealth Advisors, LLC | 4,194 | $309.3K | 0.08% | −201−4.6% | Reduced |
| SG Americas Securities, LLC | 4,462 | $329.0K | 0.00% | −5,929−57.1% | Reduced |
| Yorktown Management & Research Co Inc | 4,500 | $331.9K | 0.32% | −1,700−27.4% | Reduced |
| Twin Tree Management, LP | 4,659 | $343.6K | 0.01% | +4,659 | New |
| Crossmark Global Holdings, Inc. | 4,758 | $350.9K | 0.01% | +80+1.7% | Added |
| Keebeck Wealth Management, LLC | 4,760 | $351.1K | 0.05% | +4,760 | New |
| Cambridge Investment Research Advisors, Inc. | 4,858 | $358.0K | 0.00% | +1,719+54.8% | Added |
| Blueshift Asset Management, LLC | 4,857 | $358.2K | 0.11% | +623+14.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $361.4K | 0.00% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 4,613 | $374.0K | 0.22% | +24+0.5% | Added |
| Securian Asset Management, Inc | 5,100 | $376.1K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 5,215 | $384.6K | 0.32% | +5,215 | New |
| Summitry LLC | 5,309 | $391.5K | 0.02% | +1,261+31.2% | Added |
| Silvercrest Asset Management Group LLC | 5,434 | $400.8K | 0.00% | +1,150+26.8% | Added |
| Precision Wealth Strategies, LLC | 5,441 | $401.3K | 0.13% | −1,763−24.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,447 | $402.0K | 0.00% | −143−2.6% | Reduced |
| Blalock Williams, LLC | 5,542 | $408.7K | 0.41% | +110+2.0% | Added |
| Cim, LLC | 5,674 | $418.5K | 0.06% | +227+4.2% | Added |
| Institute for Wealth Management, LLC. | 5,782 | $426.4K | 0.05% | −147−2.5% | Reduced |
| Belpointe Asset Management LLC | 5,798 | $427.6K | 0.02% | +8+0.1% | Added |
| Greenwood Capital Associates LLC | 5,837 | $430.5K | 0.05% | −1,048−15.2% | Reduced |
| Toronto Dominion Bank | 5,840 | $431.0K | 0.00% | +1,921+49.0% | Added |
| Illinois Municipal Retirement Fund | 5,896 | $434.8K | 0.01% | +421+7.7% | Added |
| Global Retirement Partners, LLC | 5,899 | $435.1K | 0.01% | +5,899 | New |
| Guggenheim Capital LLC | 5,919 | $436.5K | 0.00% | −479−7.5% | Reduced |
| Cresset Asset Management, LLC | 5,919 | $436.5K | 0.00% | −6,232−51.3% | Reduced |
| Edgestream Partners, L.P. | 5,932 | $437.5K | 0.01% | +1,382+30.4% | Added |
| Callan Family Office, LLC | 5,949 | $438.7K | 0.01% | +5,949 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,969 | $439.1K | 0.00% | +627+11.7% | Added |
| Two Sigma Securities, LLC | 5,987 | $441.5K | 0.05% | +2,496+71.5% | Added |
| Deutsche Bank AG | 6,303 | $464.8K | 0.00% | −427−6.3% | Reduced |
| Penn Mutual Asset Management, LLC | 6,500 | $479.4K | 0.85% | +1,500+30.0% | Added |
| CI Private Wealth, LLC | 6,603 | $487.0K | 0.00% | −3,195−32.6% | Reduced |
| Central Trust Co | 6,690 | $493.4K | 0.01% | +818+13.9% | Added |
| Peterson Wealth Services | 6,777 | $499.8K | 0.14% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 7,146 | $527.0K | 0.02% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 7,179 | $529.5K | 0.00% | +7,179 | New |
| Virginia Retirement Systems Et Al | 7,200 | $531.0K | 0.00% | −2,300−24.2% | Reduced |
| Savant Capital, LLC | 7,512 | $554.0K | 0.00% | +49+0.7% | Added |
| Quantinno Capital Management LP | 7,520 | $554.6K | 0.00% | −521−6.5% | Reduced |
| State of Alaska, Department of Revenue | 7,580 | $559.0K | 0.01% | −325−4.1% | Reduced |
| Cadent Capital Advisors, LLC | 7,593 | $560.0K | 0.18% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 7,610 | $561.2K | 0.02% | +7,610 | New |
| Public Employees Retirement Association of Colorado | 7,985 | $589.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,907 | $595.2K | 0.00% | −381−4.6% | Reduced |
| Northstar Group, Inc. | 8,200 | $604.8K | 0.09% | −300−3.5% | Reduced |
| Atria Investments LLC | 8,209 | $605.4K | 0.01% | +1,774+27.6% | Added |
| Prudential Financial Inc | 5,596 | $632.9K | 0.00% | +1,253+28.9% | Added |
| Mariner, LLC | 8,686 | $640.6K | 0.00% | −4,717−35.2% | Reduced |
| JustInvest LLC | 8,763 | $648.3K | 0.01% | −1,098−11.1% | Reduced |
| CWM Advisors, LLC | 9,100 | $671.1K | 0.07% | +710+8.5% | Added |
| TownSquare Capital, LLC | 9,110 | $671.9K | 0.07% | −77,603−89.5% | Reduced |
| Covey Capital Advisors, LLC | 9,170 | $676.3K | 0.73% | +9,170 | New |
| LRT Capital Management, LLC | 9,185 | $677.4K | 0.40% | +9,185 | New |
| Legacy Wealth Asset Management, LLC | 9,204 | $678.8K | 0.17% | +7+0.1% | Added |
| Integrated Wealth Concepts LLC | 9,259 | $682.8K | 0.01% | −681−6.9% | Reduced |
| Pathstone Holdings, LLC | 9,322 | $687.5K | 0.00% | −2,737−22.7% | Reduced |
| Quadrant Capital Group LLC | 9,447 | $696.7K | 0.03% | +2,166+29.7% | Added |
| Chicago Trust Co NA | 9,511 | $701.4K | 0.10% | +5,250+123.2% | Added |
| Gitterman Wealth Management, LLC | 9,519 | $702.1K | 0.16% | −10−0.1% | Reduced |
| Bessemer Group Inc | 9,563 | $705.0K | 0.00% | +9,364+4,705.5% | Added |
| Diversified Trust Co | 9,863 | $727.4K | 0.02% | +9,863 | New |
| David Loasby | 9,163 | $748.2K | 0.06% | +86+0.9% | Added |
| Captrust Financial Advisors | 10,255 | $756.3K | 0.00% | +1,339+15.0% | Added |
| Glenmede Investment Management, LP | 10,267 | $757.2K | 0.00% | +10,267 | New |
| Marshall Wace, LLP | 10,411 | $767.8K | 0.00% | −9,015−46.4% | Reduced |
| Teacher Retirement System of Texas | 10,495 | $774.0K | 0.00% | +396+3.9% | Added |
| Holocene Advisors, LP | 10,523 | $776.1K | 0.00% | +10,523 | New |