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 |
|---|---|---|---|---|---|
| BLI - Banque de Luxembourg Investments | 62,100 | $4.57M | 0.13% | +62,100 | New |
| Bahl & Gaynor Inc | 63,590 | $4.69M | 0.02% | +1,908+3.1% | Added |
| State of Wisconsin Investment Board | 64,719 | $4.77M | 0.01% | −2,960−4.4% | Reduced |
| Kinetic Partners Management, LP | 64,890 | $4.79M | 0.26% | +64,890 | New |
| California State Teachers Retirement System | 66,028 | $4.87M | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 69,297 | $5.11M | 0.04% | −55,703−44.6% | Reduced |
| Public Employees Retirement System of Ohio | 75,268 | $5.55M | 0.02% | −3,743−4.7% | Reduced |
| Advantage Alpha Capital Partners LP | 75,586 | $5.57M | 1.50% | +75,586 | New |
| Alliancebernstein L.P. | 79,948 | $5.90M | 0.00% | −66−0.1% | Reduced |
| Retirement Systems of Alabama | 82,541 | $6.09M | 0.02% | +431+0.5% | Added |
| Citadel Advisors LLC | 87,949 | $6.49M | 0.01% | −45,213−34.0% | Reduced |
| Millennium Management LLC | 91,809 | $6.77M | 0.01% | +10,664+13.1% | Added |
| RMB Capital Management, LLC | 93,509 | $6.90M | 0.13% | +528+0.6% | Added |
| Russell Investments Group, Ltd. | 93,780 | $6.92M | 0.01% | −13,585−12.7% | Reduced |
| California Public Employees Retirement System | 95,655 | $7.05M | 0.00% | +2,339+2.5% | Added |
| BNP Paribas Arbitrage, SA | 101,441 | $7.48M | 0.01% | +90,556+831.9% | Added |
| J. Goldman & Co LP | 108,221 | $7.98M | 0.25% | +108,221 | New |
| Ferguson Wellman Capital Management, Inc | 118,267 | $8.72M | 0.15% | −1,280−1.1% | Reduced |
| Kennedy Capital Management, Inc. | 125,088 | $9.23M | 0.22% | +75,937+154.5% | Added |
| CenterBook Partners LP | 128,292 | $9.46M | 0.53% | +45,688+55.3% | Added |
| Legal & General Group Plc | 128,795 | $9.50M | 0.00% | −2,573−2.0% | Reduced |
| New York State Common Retirement Fund | 131,813 | $9.72M | 0.01% | −18,275−12.2% | Reduced |
| Swiss National Bank | 132,025 | $9.74M | 0.01% | −1,900−1.4% | Reduced |
| 11 Capital Partners LP | 136,516 | $10.1M | 3.17% | +36,116+36.0% | Added |
| Peregrine Capital Management LLC | 141,503 | $10.4M | 0.31% | +17,211+13.8% | Added |
| Victory Capital Management Inc | 152,454 | $11.2M | 0.01% | −30,648−16.7% | Reduced |
| Principal Financial Group Inc | 153,652 | $11.3M | 0.01% | −2,773−1.8% | Reduced |
| Toroso Investments, LLC | 154,974 | $11.4M | 0.07% | −2,080−1.3% | Reduced |
| Barclays PLC | 161,921 | $11.9M | 0.00% | −819−0.5% | Reduced |
| Standard Life Aberdeen plc | 165,897 | $12.2M | 0.02% | +136,288+460.3% | Added |
| Twinbeech Capital LP | 178,788 | $13.2M | 0.30% | +178,788 | New |
| Ensign Peak Advisors, Inc | 189,108 | $13.9M | 0.02% | −92,020−32.7% | Reduced |
| Rhumbline Advisers | 195,278 | $14.4M | 0.01% | −2,008−1.0% | Reduced |
| Comerica Bank | 202,512 | $14.9M | 0.06% | +18,394+10.0% | Added |
| WCM Investment Management, LLC | 208,782 | $15.4M | 0.04% | +12,326+6.3% | Added |
| EULAV Asset Management | 208,500 | $15.4M | 0.36% | 00.0% | Unchanged |
| Swedbank AB | 216,000 | $15.9M | 0.02% | +216,000 | New |
| Wells Fargo & Company | 234,044 | $17.3M | 0.00% | +20,419+9.6% | Added |
| Allied Investment Advisors, LLC | 242,984 | $17.9M | 3.13% | +127,573+110.5% | Added |
| Rockefeller Capital Management L.P. | 243,564 | $18.0M | 0.04% | +10,077+4.3% | Added |
| Nuveen, LLC | 245,053 | $18.1M | 0.00% | −20,644−7.8% | Reduced |
| Bank of America Corp | 271,264 | $20.0M | 0.00% | −73,420−21.3% | Reduced |
| Envestnet Asset Management Inc | 291,711 | $21.5M | 0.01% | −21,847−7.0% | Reduced |
| Clearbridge Investments, LLC | 294,455 | $21.7M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 305,840 | $22.6M | 0.01% | −185,465−37.7% | Reduced |
| UBS Asset Management Americas Inc | 313,971 | $23.2M | 0.00% | +80,969+34.8% | Added |
| UBS Group AG | 316,049 | $23.3M | 0.00% | +29,752+10.4% | Added |
| Baird Financial Group, Inc. | 323,090 | $23.8M | 0.04% | −48,543−13.1% | Reduced |
| Aperture Investors, LLC | 334,144 | $24.6M | 3.31% | +11,379+3.5% | Added |
| Value Aligned Research Advisors, LLC | 334,498 | $24.7M | 1.10% | +296,036+769.7% | Added |
| Royal Bank of Canada | 336,060 | $24.8M | 0.00% | +227,353+209.1% | Added |
| Federated Hermes, Inc. | 351,643 | $25.9M | 0.05% | −38,989−10.0% | Reduced |
| SEI Investments Co | 360,204 | $26.6M | 0.03% | +44,700+14.2% | Added |
| Royce & Associates LP | 407,709 | $30.1M | 0.31% | +228,534+127.5% | Added |
| Pembroke Management, LTD | 430,212 | $31.7M | 3.84% | +122,527+39.8% | Added |
| Ranger Investment Management, L.P. | 433,960 | $32.0M | 2.24% | +53,532+14.1% | Added |
| Goldman Sachs Group Inc | 446,365 | $32.9M | 0.01% | +15,429+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 449,656 | $33.7M | 0.06% | −205,138−31.3% | Reduced |
| Franklin Resources Inc | 477,950 | $35.2M | 0.01% | +48,755+11.4% | Added |
| Bank of New York Mellon Corp | 499,056 | $36.8M | 0.01% | −602,636−54.7% | Reduced |
| Voya Investment Management LLC | 524,304 | $38.7M | 0.04% | +131,463+33.5% | Added |
| Invesco Ltd. | 566,694 | $41.8M | 0.01% | −470,318−45.4% | Reduced |
| Impax Asset Management Group plc | 587,296 | $42.7M | 0.25% | +117,446+25.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 595,091 | $43.9M | 0.16% | +595,091 | New |
| Stephens Investment Management Group LLC | 607,398 | $44.8M | 0.59% | +4,608+0.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 623,811 | $46.0M | 0.14% | +263,434+73.1% | Added |
| Northern Trust Corp | 649,462 | $47.9M | 0.01% | +4,740+0.7% | Added |
| Charles Schwab Investment Management Inc | 677,573 | $50.0M | 0.01% | −2140.0% | Reduced |
| Price T Rowe Associates Inc | 678,266 | $50.0M | 0.01% | +31,376+4.9% | Added |
| Bokf, NA | 681,741 | $50.3M | 0.81% | +1430.0% | Added |
| Norges Bank | 697,503 | $51.4M | 0.01% | +165,621+31.1% | Added |
| Spyglass Capital Management LLC | 712,356 | $52.5M | 3.10% | +91,461+14.7% | Added |
| Brown Advisory Inc | 715,458 | $52.8M | 0.07% | +188,383+35.7% | Added |
| Wellington Management Group LLP | 773,804 | $57.1M | 0.01% | +707,708+1,070.7% | Added |
| Mawer Investment Management Ltd. | 790,466 | $58.3M | 0.30% | +224,494+39.7% | Added |
| First Trust Advisors LP | 818,029 | $60.3M | 0.05% | −84,762−9.4% | Reduced |
| Capital International Investors | 975,211 | $71.9M | 0.01% | +508,682+109.0% | Added |
| Ameriprise Financial Inc | 1,120,324 | $82.6M | 0.02% | +87,426+8.5% | Added |
| Champlain Investment Partners, LLC | 1,181,661 | $87.1M | 0.61% | +1,181,661 | New |
| Pictet Asset Management Holding SA | 1,222,329 | $90.1M | 0.09% | +5,655+0.5% | Added |
| Geode Capital Management, LLC | 1,341,376 | $98.9M | 0.01% | +26,302+2.0% | Added |
| FMR LLC | 1,377,582 | $101.6M | 0.01% | +110,940+8.8% | Added |
| Dimensional Fund Advisors LP | 1,426,811 | $105.2M | 0.02% | +24,008+1.7% | Added |
| JPMorgan Chase & Co | 1,443,938 | $106.5M | 0.01% | −1,501,216−51.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,622,751 | $119.7M | 0.29% | −109,675−6.3% | Reduced |
| Wasatch Advisors Inc | 1,682,399 | $124.1M | 0.65% | −76,070−4.3% | Reduced |
| Conestoga Capital Advisors, LLC | 1,859,071 | $137.1M | 2.03% | −29,841−1.6% | Reduced |
| Geneva Capital Management LLC | 2,036,752 | $150.2M | 2.52% | +139,024+7.3% | Added |
| State Street Corp | 2,046,068 | $150.9M | 0.01% | −16,808−0.8% | Reduced |
| Morgan Stanley | 2,194,524 | $161.8M | 0.01% | +213,130+10.8% | Added |
| Blair William & Co | 2,280,070 | $168.2M | 0.47% | +102,382+4.7% | Added |
| BlackRock, Inc. | 6,390,590 | $471.3M | 0.01% | +24,357+0.4% | Added |
| Vanguard Group Inc | 6,496,489 | $479.1M | 0.01% | −19,715−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −595,240−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −124,390−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −104,628−100.0% | Sold out |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −77,290−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −75,257−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |