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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, Q3 2025

Institutional positions in Aaon, Inc. as of Sep 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
404
+17 vs. Q2 2025
Shares held
72.7M
+10.2M (+16.3%) vs. Q2 2025
Total value
$6.80B
+$2.19B (+47.4%) vs. Q2 2025
New holders
81
134 more added
Sold out
64
144 more reduced

6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 404 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 heldQ3 2025: $6.80B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2025.

Institutions holding AAON in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,474,089$604.9M0.01%−22,400−0.3%Reduced
BlackRock, Inc.6,381,365$596.3M0.01%−9,225−0.1%Reduced
Wellington Management Group LLP4,739,892$442.9M0.08%+3,966,088+512.5%Added
Champlain Investment Partners, LLC2,320,319$216.8M1.63%+1,138,658+96.4%Added
Wasatch Advisors Inc2,138,959$199.9M1.08%+456,560+27.1%Added
State Street Corp2,046,853$191.3M0.01%+7850.0%Added
Geneva Capital Management LLC2,023,146$189.0M3.24%−13,606−0.7%Reduced
Morgan Stanley2,009,449$187.8M0.01%−185,075−8.4%Reduced
First Trust Advisors LP1,933,595$180.7M0.13%+1,115,566+136.4%Added
Blair William & Co1,819,292$170.0M0.45%−460,778−20.2%Reduced
Conestoga Capital Advisors, LLC1,691,320$158.0M2.54%−167,751−9.0%Reduced
Capital International Investors1,471,792$137.5M0.02%+496,581+50.9%Added
Kayne Anderson Rudnick Investment Management LLC1,446,976$135.2M0.33%−175,775−10.8%Reduced
Dimensional Fund Advisors LP1,411,438$131.9M0.03%−15,373−1.1%Reduced
Geode Capital Management, LLC1,360,715$127.2M0.01%+19,339+1.4%Added
FMR LLC1,296,641$121.2M0.01%−80,941−5.9%Reduced
Pictet Asset Management Holding SA1,196,870$111.8M0.11%−25,459−2.1%Reduced
JPMorgan Chase & Co1,186,585$110.9M0.01%−257,353−17.8%Reduced
Ameriprise Financial Inc1,138,606$106.4M0.02%+18,282+1.6%Added
Spyglass Capital Management LLC1,068,859$99.9M5.33%+356,503+50.0%Added
Impax Asset Management Group plc916,047$84.7M0.49%+328,751+56.0%Added
Brown Advisory Inc828,040$77.4M0.10%+112,582+15.7%Added
Mawer Investment Management Ltd.789,309$73.8M0.38%−1,157−0.1%Reduced
Northern Trust Corp762,711$71.3M0.01%+113,249+17.4%Added
Copeland Capital Management, LLC728,124$68.0M1.42%+728,124New
Bamco Inc726,907$67.9M0.18%+726,907New
Charles Schwab Investment Management Inc693,560$64.8M0.01%+15,987+2.4%Added
Bokf, NA681,598$63.7M0.96%−1430.0%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC629,679$58.8M0.17%+5,868+0.9%Added
Stephens Investment Management Group LLC579,015$54.1M0.70%−28,383−4.7%Reduced
Allspring Global Investments Holdings, LLC560,371$53.8M0.09%+110,715+24.6%Added
Royal Bank of Canada568,407$53.1M0.01%+232,347+69.1%Added
UBS Group AG564,060$52.7M0.01%+248,011+78.5%Added
Pembroke Management, LTD553,149$51.7M5.13%+122,937+28.6%Added
Capital World Investors529,346$49.5M0.01%+529,346New
Value Aligned Research Advisors, LLC527,874$49.3M1.14%+193,376+57.8%Added
Clean Energy Transition LLP513,442$48.0M4.22%+513,442New
Federated Hermes, Inc.495,377$46.3M0.08%+143,734+40.9%Added
SEI Investments Co494,784$46.2M0.05%+134,580+37.4%Added
Bank of New York Mellon Corp470,729$44.0M0.01%−28,327−5.7%Reduced
Alyeska Investment Group, L.P.442,345$41.3M0.13%+442,345New
Royce & Associates LP426,604$39.9M0.40%+18,895+4.6%Added
Ranger Investment Management, L.P.421,615$39.4M2.75%−12,345−2.8%Reduced
Bank of America Corp396,440$37.0M0.00%+125,176+46.1%Added
Ceredex Value Advisors LLC363,650$34.0M0.79%+363,650New
Voya Investment Management LLC359,315$33.6M0.03%−164,989−31.5%Reduced
Aperture Investors, LLC334,733$31.3M4.34%+589+0.2%Added
Envestnet Asset Management Inc328,432$30.7M0.01%+36,721+12.6%Added
Swedbank AB325,000$30.4M0.03%+109,000+50.5%Added
Wells Fargo & Company304,454$28.4M0.01%+70,410+30.1%Added
Invesco Ltd.298,619$27.9M0.00%−268,075−47.3%Reduced
Price T Rowe Associates Inc280,120$26.2M0.00%−398,146−58.7%Reduced
Schonfeld Strategic Advisors LLC276,261$25.8M0.18%+214,615+348.1%Added
WCM Investment Management, LLC281,288$25.7M0.05%+72,506+34.7%Added
Rockefeller Capital Management L.P.262,149$24.5M0.05%+18,585+7.6%Added
Raymond James Financial Inc251,355$23.5M0.01%−54,485−17.8%Reduced
Kennedy Capital Management, Inc.250,584$23.4M0.52%+125,496+100.3%Added
American Capital Management Inc244,446$22.8M0.91%+244,446New
Riverbridge Partners LLC224,184$20.9M0.35%+224,184New
Retirement Systems of Alabama214,880$20.1M0.07%+132,339+160.3%Added
UBS Asset Management Americas Inc212,918$19.9M0.00%−101,053−32.2%Reduced
EULAV Asset Management208,500$19.5M0.45%00.0%Unchanged
Allied Investment Advisors, LLC198,652$18.6M2.95%−44,332−18.2%Reduced
Rhumbline Advisers193,288$18.1M0.01%−1,990−1.0%Reduced
Comerica Bank192,802$18.0M0.07%−9,710−4.8%Reduced
Nuveen, LLC183,312$17.1M0.00%−61,741−25.2%Reduced
New York State Common Retirement Fund166,925$15.6M0.02%+35,112+26.6%Added
Credit Agricole S A166,829$15.6M0.05%+166,829New
Toroso Investments, LLC163,346$15.3M0.06%+8,372+5.4%Added
Granite Investment Partners, LLC156,598$14.6M0.83%+156,598New
Amundi151,301$14.2M0.00%+143,394+1,813.5%Added
Summit Partners Public Asset Management, LLC150,000$14.0M0.46%+150,000New
Principal Financial Group Inc149,702$14.0M0.01%−3,950−2.6%Reduced
Moore Capital Management, LP149,385$14.0M0.28%+149,385New
Russell Investments Group, Ltd.148,810$13.9M0.02%+55,030+58.7%Added
BLI - Banque de Luxembourg Investments149,200$13.7M0.40%+87,100+140.3%Added
Ensign Peak Advisors, Inc143,301$13.4M0.02%−45,807−24.2%Reduced
Peregrine Capital Management LLC140,970$13.2M0.40%−533−0.4%Reduced
Swiss National Bank134,125$12.5M0.01%+2,100+1.6%Added
Jackson Square Partners, LLC133,734$12.5M5.05%+88,516+195.8%Added
11 Capital Partners LP131,373$12.3M3.48%−5,143−3.8%Reduced
Standard Life Aberdeen plc125,596$11.7M0.02%−40,301−24.3%Reduced
Clearbridge Investments, LLC124,049$11.6M0.01%−170,406−57.9%Reduced
Legal & General Group Plc122,006$11.4M0.00%−6,789−5.3%Reduced
Silvercrest Asset Management Group LLC120,934$11.3M0.07%+115,500+2,125.5%Added
Goldman Sachs Group Inc118,355$11.1M0.00%−328,010−73.5%Reduced
Ferguson Wellman Capital Management, Inc117,975$11.0M0.18%−292−0.2%Reduced
Next Century Growth Investors LLC117,233$11.0M0.80%+117,233New
Charter Trust Co109,410$10.2M0.61%+109,410New
Balyasny Asset Management LLC108,858$10.2M0.02%+108,858New
King Luther Capital Management Corp108,409$10.1M0.04%+54,907+102.6%Added
RMB Capital Management, LLC100,213$9.36M0.17%+6,704+7.2%Added
Nepsis, Inc.92,916$8.68M2.75%+92,916New
SG Capital Management LLC90,113$8.42M0.84%+90,113New
AXA Investment Managers S.A.89,137$8.33M0.02%+89,137New
California Public Employees Retirement System88,222$8.24M0.00%−7,433−7.8%Reduced
Public Employees Retirement System of Ohio82,784$7.74M0.02%+7,516+10.0%Added
Barclays PLC82,181$7.68M0.00%−79,740−49.2%Reduced
Alliancebernstein L.P.79,422$7.42M0.00%−526−0.7%Reduced
Atom Investors LP72,132$6.74M0.51%+24,758+52.3%Added