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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 9,563 | $705.0K | 0.00% | +9,364+4,705.5% | Added |
| Gitterman Wealth Management, LLC | 9,519 | $702.1K | 0.16% | −10−0.1% | Reduced |
| Chicago Trust Co NA | 9,511 | $701.4K | 0.10% | +5,250+123.2% | Added |
| Quadrant Capital Group LLC | 9,447 | $696.7K | 0.03% | +2,166+29.7% | Added |
| Pathstone Holdings, LLC | 9,322 | $687.5K | 0.00% | −2,737−22.7% | Reduced |
| Integrated Wealth Concepts LLC | 9,259 | $682.8K | 0.01% | −681−6.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,204 | $678.8K | 0.17% | +7+0.1% | Added |
| LRT Capital Management, LLC | 9,185 | $677.4K | 0.40% | +9,185 | New |
| Covey Capital Advisors, LLC | 9,170 | $676.3K | 0.73% | +9,170 | New |
| TownSquare Capital, LLC | 9,110 | $671.9K | 0.07% | −77,603−89.5% | Reduced |
| CWM Advisors, LLC | 9,100 | $671.1K | 0.07% | +710+8.5% | Added |
| JustInvest LLC | 8,763 | $648.3K | 0.01% | −1,098−11.1% | Reduced |
| Mariner, LLC | 8,686 | $640.6K | 0.00% | −4,717−35.2% | Reduced |
| Prudential Financial Inc | 5,596 | $632.9K | 0.00% | +1,253+28.9% | Added |
| Atria Investments LLC | 8,209 | $605.4K | 0.01% | +1,774+27.6% | Added |
| Northstar Group, Inc. | 8,200 | $604.8K | 0.09% | −300−3.5% | Reduced |
| Amundi | 7,907 | $595.2K | 0.00% | −381−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 7,985 | $589.0K | 0.00% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 7,610 | $561.2K | 0.02% | +7,610 | New |
| Cadent Capital Advisors, LLC | 7,593 | $560.0K | 0.18% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,580 | $559.0K | 0.01% | −325−4.1% | Reduced |
| Quantinno Capital Management LP | 7,520 | $554.6K | 0.00% | −521−6.5% | Reduced |
| Savant Capital, LLC | 7,512 | $554.0K | 0.00% | +49+0.7% | Added |
| Virginia Retirement Systems Et Al | 7,200 | $531.0K | 0.00% | −2,300−24.2% | Reduced |
| Freestone Grove Partners LP | 7,179 | $529.5K | 0.00% | +7,179 | New |
| Oddo BHF Asset Management SAS | 7,146 | $527.0K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 6,777 | $499.8K | 0.14% | 00.0% | Unchanged |
| Central Trust Co | 6,690 | $493.4K | 0.01% | +818+13.9% | Added |
| CI Private Wealth, LLC | 6,603 | $487.0K | 0.00% | −3,195−32.6% | Reduced |
| Penn Mutual Asset Management, LLC | 6,500 | $479.4K | 0.85% | +1,500+30.0% | Added |
| Deutsche Bank AG | 6,303 | $464.8K | 0.00% | −427−6.3% | Reduced |
| Two Sigma Securities, LLC | 5,987 | $441.5K | 0.05% | +2,496+71.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,969 | $439.1K | 0.00% | +627+11.7% | Added |
| Callan Family Office, LLC | 5,949 | $438.7K | 0.01% | +5,949 | New |
| Edgestream Partners, L.P. | 5,932 | $437.5K | 0.01% | +1,382+30.4% | Added |
| Cresset Asset Management, LLC | 5,919 | $436.5K | 0.00% | −6,232−51.3% | Reduced |
| Guggenheim Capital LLC | 5,919 | $436.5K | 0.00% | −479−7.5% | Reduced |
| Global Retirement Partners, LLC | 5,899 | $435.1K | 0.01% | +5,899 | New |
| Illinois Municipal Retirement Fund | 5,896 | $434.8K | 0.01% | +421+7.7% | Added |
| Toronto Dominion Bank | 5,840 | $431.0K | 0.00% | +1,921+49.0% | Added |
| Greenwood Capital Associates LLC | 5,837 | $430.5K | 0.05% | −1,048−15.2% | Reduced |
| Belpointe Asset Management LLC | 5,798 | $427.6K | 0.02% | +8+0.1% | Added |
| Institute for Wealth Management, LLC. | 5,782 | $426.4K | 0.05% | −147−2.5% | Reduced |
| Cim, LLC | 5,674 | $418.5K | 0.06% | +227+4.2% | Added |
| Blalock Williams, LLC | 5,542 | $408.7K | 0.41% | +110+2.0% | Added |
| Advisor Group Holdings, Inc. | 5,447 | $402.0K | 0.00% | −143−2.6% | Reduced |
| Precision Wealth Strategies, LLC | 5,441 | $401.3K | 0.13% | −1,763−24.5% | Reduced |
| Silvercrest Asset Management Group LLC | 5,434 | $400.8K | 0.00% | +1,150+26.8% | Added |
| Summitry LLC | 5,309 | $391.5K | 0.02% | +1,261+31.2% | Added |
| Boreal Capital Management LLC | 5,215 | $384.6K | 0.32% | +5,215 | New |
| Securian Asset Management, Inc | 5,100 | $376.1K | 0.01% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 4,613 | $374.0K | 0.22% | +24+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $361.4K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,857 | $358.2K | 0.11% | +623+14.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,858 | $358.0K | 0.00% | +1,719+54.8% | Added |
| Keebeck Wealth Management, LLC | 4,760 | $351.1K | 0.05% | +4,760 | New |
| Crossmark Global Holdings, Inc. | 4,758 | $350.9K | 0.01% | +80+1.7% | Added |
| Twin Tree Management, LP | 4,659 | $343.6K | 0.01% | +4,659 | New |
| Yorktown Management & Research Co Inc | 4,500 | $331.9K | 0.32% | −1,700−27.4% | Reduced |
| SG Americas Securities, LLC | 4,462 | $329.0K | 0.00% | −5,929−57.1% | Reduced |
| Alliance Wealth Advisors, LLC | 4,194 | $309.3K | 0.08% | −201−4.6% | Reduced |
| ClearAlpha Technologies LP | 4,103 | $302.6K | 0.87% | +4,103 | New |
| Evergreen Capital Management LLC | 4,090 | $301.6K | 0.01% | −6−0.1% | Reduced |
| Kestra Investment Management, LLC | 4,069 | $300.1K | 0.00% | +4,069 | New |
| The PNC Financial Services Group, Inc. | 4,038 | $297.8K | 0.00% | −136−3.3% | Reduced |
| Vancity Investment Management Ltd | 4,016 | $296.0K | 0.04% | +4,016 | New |
| Wedbush Securities Inc | 4,000 | $295.0K | 0.01% | +350+9.6% | Added |
| O'Shaughnessy Asset Management, LLC | 3,848 | $283.8K | 0.00% | −203−5.0% | Reduced |
| Advisory Services Network, LLC | 3,285 | $274.3K | 0.00% | +3,285 | New |
| Jain Global LLC | 3,713 | $273.8K | 0.00% | −14,494−79.6% | Reduced |
| XTX Topco Ltd | 3,678 | $271.3K | 0.01% | +3,678 | New |
| Index Fund Advisors, Inc. | 3,677 | $271.2K | 0.02% | +3,677 | New |
| Pacer Advisors, Inc. | 3,647 | $269.0K | 0.00% | +1,752+92.5% | Added |
| Utah Retirement Systems | 3,600 | $265.5K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,590 | $265.0K | 0.02% | +3,590 | New |
| Virtu Financial LLC | 3,514 | $259.0K | 0.01% | +3,514 | New |
| AlphaCore Capital LLC | 3,458 | $255.0K | 0.01% | −1,003−22.5% | Reduced |
| Brevan Howard Capital Management LP | 3,367 | $248.3K | 0.00% | +3,367 | New |
| Park Avenue Securities LLC | 3,357 | $248.0K | 0.00% | −61−1.8% | Reduced |
| Smith, Moore & Co. | 3,309 | $244.0K | 0.02% | +5+0.2% | Added |
| 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 |
| Jump Financial, LLC | 3,255 | $240.1K | 0.00% | +3,255 | New |
| Polen Capital Management LLC | 3,203 | $236.2K | 0.00% | −46,263−93.5% | Reduced |
| Maryland State Retirement & Pension System | 3,149 | $232.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,139 | $231.5K | 0.00% | −2,226−41.5% | Reduced |
| Verdence Capital Advisors LLC | 3,111 | $229.5K | 0.02% | +3,111 | New |
| State of Wyoming | 3,094 | $228.2K | 0.03% | −1,050−25.3% | Reduced |
| L2 Asset Management, LLC | 3,027 | $223.2K | 0.04% | +3,027 | New |
| ProShare Advisors LLC | 2,994 | $220.8K | 0.00% | +119+4.1% | Added |
| Sequoia Financial Advisors, LLC | 2,950 | $217.6K | 0.00% | −247−7.7% | Reduced |
| HM Payson & Co | 2,900 | $213.9K | 0.00% | +500+20.8% | Added |
| Trust Co of Oklahoma | 2,866 | $211.4K | 0.07% | −113−3.8% | Reduced |
| Petrus Trust Company, LTA | 2,827 | $208.5K | 0.02% | +2,827 | New |
| Gsa Capital Partners LLP | 2,783 | $205.0K | 0.01% | +2,783 | New |
| Wealth Enhancement Advisory Services, LLC | 2,718 | $204.5K | 0.00% | −25,611−90.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,729 | $201.3K | 0.00% | +2,729 | New |
| Bryn Mawr Trust Co | 2,300 | $169.6K | 0.00% | +500+27.8% | Added |
| Erste Asset Management GmbH | 2,000 | $147.5K | 0.00% | −64,034−97.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,969 | $145.2K | 0.00% | +492+33.3% | Added |