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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
Scientech Research LLC10,786$795.5K0.19%+10,786New
Portside Wealth Group, LLC10,796$796.2K0.12%−207−1.9%Reduced
Cetera Investment Advisers10,893$803.4K0.00%+804+8.0%Added
Bank of Montreal10,896$803.6K0.00%+1,483+15.8%Added
Cynosure Management, LLC11,179$824.5K0.09%−11,528−50.8%Reduced
Dark Forest Capital Management LP11,199$825.9K0.03%+11,199New
Parcion Private Wealth LLC11,449$844.4K0.06%00.0%Unchanged
Norden Group LLC11,540$851.1K0.09%−453−3.8%Reduced
HighTower Advisors, LLC11,906$878.1K0.00%−488−3.9%Reduced
Gabelli Funds LLC12,000$885.0K0.01%+5,000+71.4%Added
Natixis Advisors, L.P.12,331$909.0K0.00%−97,321−88.8%Reduced
Abn Amro Investment Solutions12,843$947.2K0.02%00.0%Unchanged
Kovitz Investment Group Partners, LLC12,866$948.9K0.00%+3,632+39.3%Added
Barbara Oil Co.13,000$958.8K0.38%+13,000New
Ameritas Investment Partners, Inc.13,112$967.0K0.03%−162−1.2%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna13,600$1.00M0.40%−1,150−7.8%Reduced
Oregon Public Employees Retirement Fund13,815$1.02M0.02%+100+0.7%Added
Xponance, Inc.13,865$1.02M0.01%−81−0.6%Reduced
New Mexico Educational Retirement Board14,200$1.05M0.03%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC15,078$1.11M0.02%+77+0.5%Added
Centiva Capital, LP15,261$1.13M0.07%+15,261New
Campbell & CO Investment Adviser LLC15,474$1.14M0.07%+8,116+110.3%Added
Thrivent Financial for Lutherans15,901$1.17M0.00%−3,347−17.4%Reduced
Gibbs Wealth Management15,944$1.18M0.23%+1,021+6.8%Added
GWM Advisors LLC15,957$1.18M0.01%−310−1.9%Reduced
New Age Alpha Advisors, LLC16,142$1.19M0.05%+2,475+18.1%Added
State of Michigan Retirement System16,200$1.19M0.01%+100+0.6%Added
Regions Financial Corp16,488$1.22M0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund16,900$1.25M0.00%+16,900New
Azzad Asset Management Inc17,163$1.27M0.14%−3,002−14.9%Reduced
Handelsbanken Fonder AB17,324$1.28M0.00%−400−2.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,351$1.28M0.01%+1,225+7.6%Added
Strategic Wealth Partners, Ltd.17,603$1.30M0.10%+17,603New
Olistico Wealth, LLC17,903$1.32M0.73%+55+0.3%Added
Storebrand Asset Management AS18,369$1.35M0.00%00.0%Unchanged
Louisiana State Employees Retirement System19,000$1.40M0.03%+100+0.5%Added
Avantax Advisory Services, Inc.19,008$1.40M0.01%−522−2.7%Reduced
Stifel Financial Corp19,187$1.42M0.00%−4,911−20.4%Reduced
Man Group plc19,216$1.42M0.00%+1,699+9.7%Added
Creative Planning19,442$1.43M0.00%−2,112−9.8%Reduced
PFG Advisors19,928$1.47M0.07%−908−4.4%Reduced
KLP Kapitalforvaltning AS20,050$1.48M0.01%+5,000+33.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH20,119$1.48M0.00%+1,700+9.2%Added
Arizona State Retirement System20,139$1.49M0.01%+355+1.8%Added
Janney Montgomery Scott LLC20,265$1.50M0.00%−20,424−50.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)20,583$1.52M0.00%+7,931+62.7%Added
Teachers Retirement System of the State of Kentucky20,612$1.52M0.01%00.0%Unchanged
Oak Ridge Investments LLC21,043$1.55M0.11%−9,978−32.2%Reduced
Campbell Newman Asset Management Inc21,549$1.59M0.13%+1,436+7.1%Added
CIBC Private Wealth Group, LLC21,916$1.62M0.00%+80.0%Added
Daiwa Securities Group Inc.22,450$1.66M0.01%−78,708−77.8%Reduced
Yousif Capital Management, LLC22,799$1.68M0.02%−420−1.8%Reduced
AQR Capital Management LLC23,676$1.73M0.00%+7,431+45.7%Added
State of Tennessee, Treasury Department23,800$1.76M0.01%−3,290−12.1%Reduced
Dynamic Technology Lab Private Ltd24,186$1.78M0.24%+24,186New
State of New Jersey Common Pension Fund D24,202$1.78M0.01%00.0%Unchanged
New York State Teachers Retirement System25,128$1.85M0.00%−2,108−7.7%Reduced
Caption Management, LLC25,396$1.87M0.17%+25,396New
Police & Firemen's Retirement System of New Jersey25,578$1.89M0.02%+1,191+4.9%Added
American Century Companies Inc26,019$1.92M0.00%−22,928−46.8%Reduced
Vident Advisory, LLC26,127$1.93M0.02%+2,695+11.5%Added
Hudson Bay Capital Management LP26,441$1.95M0.01%+26,441New
Wesbanco Bank Inc27,500$2.03M0.06%00.0%Unchanged
Ascent Wealth Partners, LLC27,581$2.03M0.25%−2,787−9.2%Reduced
Arcadia Investment Management Corp27,825$2.05M0.33%+13,087+88.8%Added
Janus Henderson Group PLC28,910$2.13M0.00%−40,960−58.6%Reduced
Bridges Investment Management Inc29,445$2.17M0.03%+3,942+15.5%Added
Oppenheimer Asset Management Inc.29,624$2.18M0.03%+2,586+9.6%Added
Verition Fund Management LLC30,293$2.23M0.01%−7,263−19.3%Reduced
Cinctive Capital Management LP30,447$2.25M0.13%+30,447New
Citigroup Inc31,195$2.30M0.00%+8,838+39.5%Added
Treasurer of the State of North Carolina31,385$2.31M0.01%+555+1.8%Added
M&T Bank Corp31,891$2.35M0.01%−539−1.7%Reduced
Amalgamated Bank33,060$2.44M0.02%−1,008−3.0%Reduced
Y-Intercept (Hong Kong) Ltd33,328$2.46M0.06%+22,010+194.5%Added
Mutual of America Capital Management LLC33,585$2.48M0.03%−1,136−3.3%Reduced
Capital Advisors Inc36,591$2.70M0.05%−410−1.1%Reduced
Macquarie Group Ltd37,685$2.78M0.00%−229,829−85.9%Reduced
LPL Financial LLC37,771$2.79M0.00%+3,875+11.4%Added
Roubaix Capital, LLC39,250$2.89M1.39%+39,250New
Great West Life Assurance Co40,054$2.95M0.00%−1,999−4.8%Reduced
B. Metzler seel. Sohn & Co. AG42,499$3.13M0.03%+1,396+3.4%Added
Cerity Partners LLC42,529$3.14M0.01%+42,529New
US Bancorp43,702$3.22M0.00%+59+0.1%Added
Decade Renewable Partners LP43,820$3.23M2.62%+43,820New
Jackson Square Partners, LLC45,218$3.33M1.23%−223,079−83.1%Reduced
D. E. Shaw & Co., Inc.45,550$3.36M0.00%−49,405−52.0%Reduced
Neuberger Berman Group LLC46,355$3.42M0.00%−1,001−2.1%Reduced
We Are One Seven, LLC47,224$3.48M0.11%+47,224New
Atom Investors LP47,374$3.49M0.31%+30,030+173.1%Added
State Board of Administration of Florida Retirement System51,299$3.78M0.01%+240+0.5%Added
Engineers Gate Manager LP51,511$3.80M0.05%+51,511New
Manufacturers Life Insurance Company, The52,365$3.86M0.00%−2,963−5.4%Reduced
King Luther Capital Management Corp53,502$3.95M0.02%+49,802+1,346.0%Added
Ascent Group, LLC53,748$3.96M0.15%+5,119+10.5%Added
Prelude Capital Management, LLC55,500$4.09M0.40%+55,500New
Van Eck Associates Corp56,408$4.16M0.00%−16,747−22.9%Reduced
Two Sigma Investments, LP57,655$4.25M0.01%+31,385+119.5%Added
Schonfeld Strategic Advisors LLC61,646$4.55M0.03%+61,646New
Chatham Capital Group, Inc.61,752$4.55M0.69%−510−0.8%Reduced