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Livermore
Livermore
ZHEN

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
Schroder Investment Management Group2,393$218.9K0.00%+2,393New
Lindenwold Advisors2,357$220.2K0.10%+2,357New
Stephens Inc2,383$222.7K0.00%+2,383New
Prime Capital Investment Advisors, LLC2,388$223.1K0.00%+2,388New
Shelton Capital Management2,393$223.6K0.00%+2,393New
Requisite Capital Management, LLC2,421$226.2K0.04%+2,421New
Intellectus Partners, LLC2,451$229.0K0.04%+2,451New
CIBC Asset Management Inc2,506$234.2K0.00%+2,506New
Brighton Securities Corp.2,525$235.9K0.12%+2,525New
Journey Strategic Wealth LLC2,540$237.3K0.01%+2,540New
Marco Investment Management LLC2,609$243.8K0.02%+2,609New
Trust Co of Oklahoma2,692$251.5K0.07%−174−6.1%Reduced
Vawter Financial, Ltd.2,710$253.2K0.11%+2,710New
Cullen/Frost Bankers, Inc.2,729$255.0K0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC2,781$259.9K0.00%−169−5.7%Reduced
HBK Sorce Advisory LLC2,505$261.2K0.01%+2,505New
ProShare Advisors LLC2,878$268.9K0.00%−116−3.9%Reduced
O'Shaughnessy Asset Management, LLC2,978$278.3K0.00%−870−22.6%Reduced
Tower Research Capital LLC (TRC)3,005$280.8K0.01%+1,036+52.6%Added
PEAK6 LLC3,048$284.8K0.01%+3,048New
Maryland State Retirement & Pension System3,149$294.2K0.01%00.0%Unchanged
Swiss Life Asset Management Ltd3,214$300.3K0.00%+3,214New
AlphaCore Capital LLC3,278$306.3K0.01%−180−5.2%Reduced
Personal Cfo Solutions, LLC3,295$307.9K0.05%+3,295New
Baird Financial Group, Inc.3,510$328.0K0.00%−319,580−98.9%Reduced
Integrated Wealth Concepts LLC3,518$328.7K0.00%−5,741−62.0%Reduced
Alliance Wealth Advisors, LLC3,529$329.8K0.08%−665−15.9%Reduced
Smith, Moore & Co.3,546$331.4K0.03%+237+7.2%Added
Everence Capital Management Inc3,590$335.0K0.02%00.0%Unchanged
Utah Retirement Systems3,600$336.4K0.00%00.0%Unchanged
State of Wyoming3,600$336.4K0.04%+506+16.4%Added
Atlantic Union Bankshares Corp3,600$336.4K0.01%+3,600New
Verdence Capital Advisors LLC3,226$338.6K0.02%+115+3.7%Added
Index Fund Advisors, Inc.3,684$344.2K0.02%+7+0.2%Added
The PNC Financial Services Group, Inc.4,094$382.5K0.00%+56+1.4%Added
Advisory Services Network, LLC4,155$388.2K0.01%+870+26.5%Added
Federation des caisses Desjardins du Quebec4,165$389.2K0.00%+4,165New
Crossmark Global Holdings, Inc.4,196$392.1K0.01%−562−11.8%Reduced
TownSquare Capital, LLC4,207$393.1K0.06%−4,903−53.8%Reduced
MML Investors Services, LLC4,210$393.4K0.00%+4,210New
Park Avenue Securities LLC4,326$404.0K0.00%+969+28.9%Added
Fifth Third Bancorp4,587$428.6K0.00%+3,061+200.6%Added
Savvy Advisors, Inc.4,690$438.2K0.02%+4,690New
Kestra Private Wealth Services, LLC4,723$441.3K0.01%+4,723New
Warburton Capital Management, LLC4,618$442.0K0.27%+5+0.1%Added
Keebeck Wealth Management, LLC4,760$444.8K0.05%00.0%Unchanged
Evergreen Capital Management LLC4,801$448.6K0.01%+711+17.4%Added
CWM Advisors, LLC4,860$454.1K0.04%−4,240−46.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,900$457.9K0.00%00.0%Unchanged
Securian Asset Management, Inc5,025$469.5K0.01%−75−1.5%Reduced
SG Americas Securities, LLC5,066$473.0K0.00%+604+13.5%Added
Round Rock Advisors, LLC5,258$491.3K0.08%+5,258New
Advisor Group Holdings, Inc.5,728$492.3K0.00%+281+5.2%Added
Freestone Grove Partners LP5,356$500.5K0.00%−1,823−25.4%Reduced
Wealth Enhancement Advisory Services, LLC4,900$504.9K0.00%+2,182+80.3%Added
Marshall Wace, LLP5,414$505.9K0.00%−4,997−48.0%Reduced
Truist Financial Corp5,432$507.6K0.00%+5,432New
Snowden Capital Advisors LLC5,498$513.7K0.01%+5,498New
Prudential Financial Inc5,516$515.4K0.00%−80−1.4%Reduced
Cambridge Investment Research Advisors, Inc.5,546$518.0K0.00%+688+14.2%Added
Toronto Dominion Bank5,790$530.0K0.00%−50−0.9%Reduced
Cim, LLC5,674$530.2K0.07%00.0%Unchanged
Belpointe Asset Management LLC5,738$536.2K0.02%−60−1.0%Reduced
Blalock Williams, LLC5,815$543.4K0.48%+273+4.9%Added
Guggenheim Capital LLC5,894$550.7K0.00%−25−0.4%Reduced
Summit Trail Advisors, LLC5,945$555.5K0.01%+5,945New
Vident Advisory, LLC6,100$570.0K0.01%−20,027−76.7%Reduced
L2 Asset Management, LLC6,244$583.5K0.08%+3,217+106.3%Added
Harbor Capital Advisors, Inc.6,311$590.0K0.05%+6,311New
Summitry LLC6,360$594.3K0.03%+1,051+19.8%Added
Portside Wealth Group, LLC6,427$600.5K0.08%−4,369−40.5%Reduced
Boreal Capital Management LLC0$607.3K0.49%−5,215−100.0%Reduced
Penn Mutual Asset Management, LLC6,500$607.4K1.18%00.0%Unchanged
Central Trust Co6,690$625.1K0.01%00.0%Unchanged
Cresset Asset Management, LLC6,726$628.5K0.00%+807+13.6%Added
Wiley Bros.-Aintree Capital, LLC6,838$638.6K0.00%+869+14.6%Added
Quadrant Capital Group LLC6,859$640.9K0.02%−2,588−27.4%Reduced
Krilogy Financial LLC6,943$648.9K0.02%+6,943New
Deutsche Bank AG7,133$666.5K0.00%+830+13.2%Added
Susquehanna International Group, LLP7,186$671.5K0.00%+4,047+128.9%Added
Norden Group LLC7,232$675.8K0.07%−4,308−37.3%Reduced
Peterson Wealth Services1,646$678.9K0.17%−5,131−75.7%Reduced
State of Alaska, Department of Revenue7,280$680.0K0.01%−300−4.0%Reduced
Global Retirement Partners, LLC7,436$694.8K0.02%+1,537+26.1%Added
Savant Capital, LLC7,553$705.8K0.00%+41+0.5%Added
Cadent Capital Advisors, LLC7,593$709.5K0.19%00.0%Unchanged
Legacy Wealth Asset Management, LLC7,758$724.9K0.18%−1,446−15.7%Reduced
Atria Investments LLC7,855$734.0K0.01%−354−4.3%Reduced
Public Employees Retirement Association of Colorado7,895$738.0K0.00%−90−1.1%Reduced
Kestra Investment Management, LLC8,033$750.6K0.02%+3,964+97.4%Added
Summit Wealth Group LLC13,214$751.5K0.10%+13,214New
Northstar Group, Inc.8,200$766.2K0.11%00.0%Unchanged
JustInvest LLC8,233$772.3K0.01%−530−6.0%Reduced
Quantinno Capital Management LP8,851$827.1K0.00%+1,331+17.7%Added
Teacher Retirement System of Texas9,056$846.2K0.00%−1,439−13.7%Reduced
Gitterman Wealth Management, LLC9,074$847.9K0.19%−445−4.7%Reduced
Chicago Trust Co NA9,136$853.7K0.12%−375−3.9%Reduced
HighTower Advisors, LLC9,471$885.0K0.00%−2,435−20.5%Reduced
Sterling Capital Management LLC9,971$931.7K0.01%+9,868+9,580.6%Added
Glenmede Investment Management, LP10,056$939.6K0.00%−211−2.1%Reduced