Skip to main content

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
State of Wisconsin Investment Board64,827$6.06M0.01%+108+0.2%Added
Senvest Management, LLC66,405$6.20M0.20%+66,405New
Chatham Capital Group, Inc.68,193$6.37M0.92%+6,441+10.4%Added
Natixis71,138$6.65M0.04%+71,138New
Atom Investors LP72,132$6.74M0.51%+24,758+52.3%Added
Alliancebernstein L.P.79,422$7.42M0.00%−526−0.7%Reduced
Barclays PLC82,181$7.68M0.00%−79,740−49.2%Reduced
Public Employees Retirement System of Ohio82,784$7.74M0.02%+7,516+10.0%Added
California Public Employees Retirement System88,222$8.24M0.00%−7,433−7.8%Reduced
AXA Investment Managers S.A.89,137$8.33M0.02%+89,137New
SG Capital Management LLC90,113$8.42M0.84%+90,113New
Nepsis, Inc.92,916$8.68M2.75%+92,916New
RMB Capital Management, LLC100,213$9.36M0.17%+6,704+7.2%Added
King Luther Capital Management Corp108,409$10.1M0.04%+54,907+102.6%Added
Balyasny Asset Management LLC108,858$10.2M0.02%+108,858New
Charter Trust Co109,410$10.2M0.61%+109,410New
Next Century Growth Investors LLC117,233$11.0M0.80%+117,233New
Ferguson Wellman Capital Management, Inc117,975$11.0M0.18%−292−0.2%Reduced
Goldman Sachs Group Inc118,355$11.1M0.00%−328,010−73.5%Reduced
Silvercrest Asset Management Group LLC120,934$11.3M0.07%+115,500+2,125.5%Added
Legal & General Group Plc122,006$11.4M0.00%−6,789−5.3%Reduced
Clearbridge Investments, LLC124,049$11.6M0.01%−170,406−57.9%Reduced
Standard Life Aberdeen plc125,596$11.7M0.02%−40,301−24.3%Reduced
11 Capital Partners LP131,373$12.3M3.48%−5,143−3.8%Reduced
Jackson Square Partners, LLC133,734$12.5M5.05%+88,516+195.8%Added
Swiss National Bank134,125$12.5M0.01%+2,100+1.6%Added
Peregrine Capital Management LLC140,970$13.2M0.40%−533−0.4%Reduced
Ensign Peak Advisors, Inc143,301$13.4M0.02%−45,807−24.2%Reduced
BLI - Banque de Luxembourg Investments149,200$13.7M0.40%+87,100+140.3%Added
Russell Investments Group, Ltd.148,810$13.9M0.02%+55,030+58.7%Added
Moore Capital Management, LP149,385$14.0M0.28%+149,385New
Principal Financial Group Inc149,702$14.0M0.01%−3,950−2.6%Reduced
Summit Partners Public Asset Management, LLC150,000$14.0M0.46%+150,000New
Amundi151,301$14.2M0.00%+143,394+1,813.5%Added
Granite Investment Partners, LLC156,598$14.6M0.83%+156,598New
Toroso Investments, LLC163,346$15.3M0.06%+8,372+5.4%Added
Credit Agricole S A166,829$15.6M0.05%+166,829New
New York State Common Retirement Fund166,925$15.6M0.02%+35,112+26.6%Added
Nuveen, LLC183,312$17.1M0.00%−61,741−25.2%Reduced
Comerica Bank192,802$18.0M0.07%−9,710−4.8%Reduced
Rhumbline Advisers193,288$18.1M0.01%−1,990−1.0%Reduced
Allied Investment Advisors, LLC198,652$18.6M2.95%−44,332−18.2%Reduced
EULAV Asset Management208,500$19.5M0.45%00.0%Unchanged
UBS Asset Management Americas Inc212,918$19.9M0.00%−101,053−32.2%Reduced
Retirement Systems of Alabama214,880$20.1M0.07%+132,339+160.3%Added
Riverbridge Partners LLC224,184$20.9M0.35%+224,184New
American Capital Management Inc244,446$22.8M0.91%+244,446New
Kennedy Capital Management, Inc.250,584$23.4M0.52%+125,496+100.3%Added
Raymond James Financial Inc251,355$23.5M0.01%−54,485−17.8%Reduced
Rockefeller Capital Management L.P.262,149$24.5M0.05%+18,585+7.6%Added
WCM Investment Management, LLC281,288$25.7M0.05%+72,506+34.7%Added
Schonfeld Strategic Advisors LLC276,261$25.8M0.18%+214,615+348.1%Added
Price T Rowe Associates Inc280,120$26.2M0.00%−398,146−58.7%Reduced
Invesco Ltd.298,619$27.9M0.00%−268,075−47.3%Reduced
Wells Fargo & Company304,454$28.4M0.01%+70,410+30.1%Added
Swedbank AB325,000$30.4M0.03%+109,000+50.5%Added
Envestnet Asset Management Inc328,432$30.7M0.01%+36,721+12.6%Added
Aperture Investors, LLC334,733$31.3M4.34%+589+0.2%Added
Voya Investment Management LLC359,315$33.6M0.03%−164,989−31.5%Reduced
Ceredex Value Advisors LLC363,650$34.0M0.79%+363,650New
Bank of America Corp396,440$37.0M0.00%+125,176+46.1%Added
Ranger Investment Management, L.P.421,615$39.4M2.75%−12,345−2.8%Reduced
Royce & Associates LP426,604$39.9M0.40%+18,895+4.6%Added
Alyeska Investment Group, L.P.442,345$41.3M0.13%+442,345New
Bank of New York Mellon Corp470,729$44.0M0.01%−28,327−5.7%Reduced
SEI Investments Co494,784$46.2M0.05%+134,580+37.4%Added
Federated Hermes, Inc.495,377$46.3M0.08%+143,734+40.9%Added
Clean Energy Transition LLP513,442$48.0M4.22%+513,442New
Value Aligned Research Advisors, LLC527,874$49.3M1.14%+193,376+57.8%Added
Capital World Investors529,346$49.5M0.01%+529,346New
Pembroke Management, LTD553,149$51.7M5.13%+122,937+28.6%Added
UBS Group AG564,060$52.7M0.01%+248,011+78.5%Added
Royal Bank of Canada568,407$53.1M0.01%+232,347+69.1%Added
Allspring Global Investments Holdings, LLC560,371$53.8M0.09%+110,715+24.6%Added
Stephens Investment Management Group LLC579,015$54.1M0.70%−28,383−4.7%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC629,679$58.8M0.17%+5,868+0.9%Added
Bokf, NA681,598$63.7M0.96%−1430.0%Reduced
Charles Schwab Investment Management Inc693,560$64.8M0.01%+15,987+2.4%Added
Bamco Inc726,907$67.9M0.18%+726,907New
Copeland Capital Management, LLC728,124$68.0M1.42%+728,124New
Northern Trust Corp762,711$71.3M0.01%+113,249+17.4%Added
Mawer Investment Management Ltd.789,309$73.8M0.38%−1,157−0.1%Reduced
Brown Advisory Inc828,040$77.4M0.10%+112,582+15.7%Added
Impax Asset Management Group plc916,047$84.7M0.49%+328,751+56.0%Added
Spyglass Capital Management LLC1,068,859$99.9M5.33%+356,503+50.0%Added
Ameriprise Financial Inc1,138,606$106.4M0.02%+18,282+1.6%Added
JPMorgan Chase & Co1,186,585$110.9M0.01%−257,353−17.8%Reduced
Pictet Asset Management Holding SA1,196,870$111.8M0.11%−25,459−2.1%Reduced
FMR LLC1,296,641$121.2M0.01%−80,941−5.9%Reduced
Geode Capital Management, LLC1,360,715$127.2M0.01%+19,339+1.4%Added
Dimensional Fund Advisors LP1,411,438$131.9M0.03%−15,373−1.1%Reduced
Kayne Anderson Rudnick Investment Management LLC1,446,976$135.2M0.33%−175,775−10.8%Reduced
Capital International Investors1,471,792$137.5M0.02%+496,581+50.9%Added
Conestoga Capital Advisors, LLC1,691,320$158.0M2.54%−167,751−9.0%Reduced
Blair William & Co1,819,292$170.0M0.45%−460,778−20.2%Reduced
First Trust Advisors LP1,933,595$180.7M0.13%+1,115,566+136.4%Added
Morgan Stanley2,009,449$187.8M0.01%−185,075−8.4%Reduced
Geneva Capital Management LLC2,023,146$189.0M3.24%−13,606−0.7%Reduced
State Street Corp2,046,853$191.3M0.01%+7850.0%Added
Wasatch Advisors Inc2,138,959$199.9M1.08%+456,560+27.1%Added