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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $94 | 0.00% | −3−75.0% | Reduced |
| MV Capital Management, Inc. | 1 | $94 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $187 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $280 | 0.00% | −4−57.1% | Reduced |
| Rialto Wealth Management, LLC | 4 | $374 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $467 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $468 | 0.00% | −2−28.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 6 | $561 | 0.00% | +6 | New |
| ORG Partners LLC | 7 | $654 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $654 | 0.00% | +3+75.0% | Added |
| Rakuten Securities, Inc. | 10 | $934 | 0.00% | −5−33.3% | Reduced |
| Cromwell Holdings LLC | 10 | $935 | 0.00% | +6+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.08K | 0.00% | −6−31.6% | Reduced |
| Private Wealth Asset Management, LLC | 12 | $1.12K | 0.00% | +10+500.0% | Added |
| Assetmark, Inc | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $1.40K | 0.00% | −5−25.0% | Reduced |
| Bell Investment Advisors, Inc | 15 | $1.40K | 0.00% | −4−21.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 20 | $1.87K | 0.00% | −328−94.3% | Reduced |
| Manchester Capital Management LLC | 20 | $1.87K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 21 | $1.96K | 0.00% | +21 | New |
| Valued Wealth Advisors LLC | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $2.80K | 0.00% | +30 | New |
| Aspect Partners, LLC | 30 | $2.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 45 | $4.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $4.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 46 | $4.30K | 0.00% | +2+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 49 | $4.58K | 0.00% | +22+81.5% | Added |
| TD Private Client Wealth LLC | 49 | $4.58K | 0.00% | +38+345.5% | Added |
| Brown Brothers Harriman & Co | 51 | $4.76K | 0.00% | +51 | New |
| Clearstead Advisors, LLC | 55 | $5.14K | 0.00% | −261−82.6% | Reduced |
| Farmers & Merchants Investments Inc | 57 | $5.33K | 0.00% | +3+5.6% | Added |
| Itau Unibanco Holding S.A. | 61 | $5.70K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $7.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 84 | $7.85K | 0.00% | −3−3.4% | Reduced |
| Wolff Wiese Magana LLC | 91 | $8.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $9.16K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 98 | $9.16K | 0.00% | +32+48.5% | Added |
| Key Financial Inc | 97 | $9.30K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $9.34K | 0.00% | −2,800−96.6% | Reduced |
| Hollencrest Capital Management | 100 | $9.34K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 105 | $9.81K | 0.00% | +105 | New |
| Wealthspire Advisors, LLC | 114 | $10.7K | 0.00% | +114 | New |
| Rothschild Investment LLC | 117 | $10.9K | 0.00% | −73−38.4% | Reduced |
| Hemington Wealth Management | 123 | $11.0K | 0.00% | +6+5.1% | Added |
| Washington Trust Advisors, Inc. | 119 | $11.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 120 | $11.2K | 0.00% | +120 | New |
| Northwestern Mutual Wealth Management Co | 130 | $12.1K | 0.00% | −320−71.1% | Reduced |
| MAI Capital Management | 135 | $12.6K | 0.00% | −194−59.0% | Reduced |
| NBC Securities, Inc. | 151 | $14.1K | 0.00% | −683−81.9% | Reduced |
| Binnacle Investments Inc | 173 | $16.2K | 0.01% | +173 | New |
| Rise Advisors, LLC | 176 | $16.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 177 | $16.5K | 0.00% | −7−3.8% | Reduced |
| Parkside Financial Bank & Trust | 177 | $16.5K | 0.00% | +13+7.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 205 | $19.2K | 0.00% | +1+0.5% | Added |
| Mather Group, LLC. | 206 | $19.2K | 0.00% | +206 | New |
| Centerpoint Advisors, LLC | 222 | $21.0K | 0.01% | +222 | New |
| Root Financial Partners, LLC | 236 | $22.1K | 0.00% | +236 | New |
| SBI Securities Co., Ltd. | 248 | $23.2K | 0.00% | −987−79.9% | Reduced |
| Principal Securities, Inc. | 251 | $23.5K | 0.00% | +146+139.0% | Added |
| Painted Porch Advisors LLC | 278 | $26.0K | 0.01% | −148−34.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 280 | $26.2K | 0.00% | +280 | New |
| Allworth Financial LP | 320 | $29.9K | 0.00% | −18−5.3% | Reduced |
| Westside Investment Management, Inc. | 330 | $30.8K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 342 | $32.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 378 | $34.4K | 0.00% | +141+59.5% | Added |
| Whittier Trust Co | 391 | $38.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 435 | $40.6K | 0.00% | +101+30.2% | Added |
| Erste Asset Management GmbH | 500 | $46.7K | 0.00% | −1,500−75.0% | Reduced |
| Danske Bank A/S | 500 | $46.7K | 0.00% | −23−4.4% | Reduced |
| Signaturefd, LLC | 567 | $53.0K | 0.00% | −46−7.5% | Reduced |
| Huntington National Bank | 569 | $53.2K | 0.00% | +121+27.0% | Added |
| Umb Bank N A | 603 | $56.3K | 0.00% | −180−23.0% | Reduced |
| Covestor Ltd | 715 | $67.0K | 0.04% | +84+13.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 724 | $68.0K | 0.00% | +10+1.4% | Added |
| CWM, LLC | 756 | $71.0K | 0.00% | −70−8.5% | Reduced |
| Ronald Blue Trust, Inc. | 773 | $72.2K | 0.00% | −256−24.9% | Reduced |
| Hantz Financial Services, Inc. | 871 | $81.0K | 0.00% | +638+273.8% | Added |
| SRS Capital Advisors, Inc. | 867 | $81.0K | 0.00% | +511+143.5% | Added |
| Parallel Advisors, LLC | 951 | $88.9K | 0.00% | −334−26.0% | Reduced |
| Ameritas Advisory Services, LLC | 975 | $91.1K | 0.01% | +975 | New |
| Winnow Wealth LLC | 998 | $93.8K | 0.07% | +998 | New |
| Ci Investments Inc. | 1,087 | $102.0K | 0.00% | −152−12.3% | Reduced |
| CVA Family Office, LLC | 1,123 | $104.9K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 1,135 | $106.0K | 0.03% | +1,135 | New |
| GAMMA Investing LLC | 1,143 | $106.8K | 0.01% | −347−23.3% | Reduced |
| Golden State Wealth Management, LLC | 1,150 | $107.5K | 0.01% | −100−8.0% | Reduced |
| Trust Co of Toledo NA | 1,230 | $114.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,291 | $120.6K | 0.00% | −358−21.7% | Reduced |
| RiverPark Advisors, LLC | 1,455 | $136.0K | 0.06% | +1,455 | New |
| Cornerstone Planning Group LLC | 1,322 | $143.7K | 0.02% | +1,322 | New |
| Smartleaf Asset Management LLC | 1,632 | $149.4K | 0.01% | −17−1.0% | Reduced |
| STRS Ohio | 1,607 | $150.2K | 0.00% | +1+0.1% | Added |
| KBC Group NV | 1,881 | $176.0K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,119 | $198.0K | 0.04% | +2,119 | New |
| Commonwealth Equity Services, LLC | 2,253 | $210.0K | 0.00% | +2,253 | New |
| Great Valley Advisor Group, Inc. | 2,253 | $210.5K | 0.00% | +2,253 | New |
| HSBC Holdings PLC | 2,341 | $218.7K | 0.00% | +2,341 | New |