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