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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
Natixis71,138$6.65M0.04%+71,138New
Chatham Capital Group, Inc.68,193$6.37M0.92%+6,441+10.4%Added
Senvest Management, LLC66,405$6.20M0.20%+66,405New
State of Wisconsin Investment Board64,827$6.06M0.01%+108+0.2%Added
California State Teachers Retirement System64,642$6.04M0.01%−1,386−2.1%Reduced
Van Eck Associates Corp57,736$5.39M0.01%+1,328+2.4%Added
Bahl & Gaynor Inc56,836$5.31M0.03%−6,754−10.6%Reduced
Ascent Group, LLC55,629$5.20M0.18%+1,881+3.5%Added
B. Metzler seel. Sohn & Co. AG53,962$5.04M0.04%+11,463+27.0%Added
Manufacturers Life Insurance Company, The50,942$4.76M0.00%−1,423−2.7%Reduced
State Board of Administration of Florida Retirement System50,613$4.73M0.01%−686−1.3%Reduced
Verition Fund Management LLC47,070$4.40M0.03%+16,777+55.4%Added
Teachers Retirement System of the State of Kentucky46,884$4.38M0.03%+26,272+127.5%Added
We Are One Seven, LLC46,522$4.35M0.10%−702−1.5%Reduced
US Bancorp44,056$4.12M0.00%+354+0.8%Added
Stifel Financial Corp43,899$4.10M0.00%+24,712+128.8%Added
CenterBook Partners LP43,008$4.02M0.20%−85,284−66.5%Reduced
Twin Tree Management, LP40,491$3.78M0.18%+35,832+769.1%Added
Great West Life Assurance Co40,809$3.73M0.01%+755+1.9%Added
Neuberger Berman Group LLC39,937$3.73M0.00%−6,418−13.8%Reduced
MetLife Investment Management37,954$3.55M0.02%+37,954New
LPL Financial LLC37,106$3.47M0.00%−665−1.8%Reduced
Advantage Alpha Capital Partners LP37,031$3.46M1.04%−38,555−51.0%Reduced
Macquarie Group Ltd36,958$3.45M0.00%−727−1.9%Reduced
Capital Advisors Inc36,043$3.37M0.06%−548−1.5%Reduced
Cetera Investment Advisers35,664$3.33M0.00%+24,771+227.4%Added
Oppenheimer Asset Management Inc.35,300$3.30M0.04%+5,676+19.2%Added
Lighthouse Investment Partners, LLC35,000$3.27M0.12%+35,000New
Amalgamated Bank33,534$3.13M0.02%+474+1.4%Added
Ardsley Advisory Partners LP32,200$3.01M0.46%+32,200New
Strategic Wealth Partners, Ltd.31,860$2.98M0.22%+14,257+81.0%Added
Bridges Investment Management Inc31,327$2.93M0.04%+1,882+6.4%Added
Mutual of America Capital Management LLC31,252$2.92M0.03%−2,333−6.9%Reduced
Treasurer of the State of North Carolina30,215$2.82M0.01%−1,170−3.7%Reduced
Police & Firemen's Retirement System of New Jersey29,888$2.79M0.02%+4,310+16.9%Added
Millennium Management LLC29,338$2.74M0.00%−62,471−68.0%Reduced
Janus Henderson Group PLC28,910$2.70M0.00%00.0%Unchanged
M&T Bank Corp28,545$2.67M0.01%−3,346−10.5%Reduced
New York State Teachers Retirement System28,342$2.65M0.01%+3,214+12.8%Added
Wesbanco Bank Inc27,500$2.57M0.07%00.0%Unchanged
State of New Jersey Common Pension Fund D26,283$2.46M0.01%+2,081+8.6%Added
American Century Companies Inc25,034$2.34M0.00%−985−3.8%Reduced
Arcadia Investment Management Corp24,550$2.29M0.35%−3,275−11.8%Reduced
State of Tennessee, Treasury Department23,800$2.22M0.01%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH23,026$2.15M0.00%+2,907+14.4%Added
LRT Capital Management, LLC22,780$2.13M1.41%+13,595+148.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)22,213$2.08M0.00%+1,630+7.9%Added
CIBC Private Wealth Group, LLC21,732$2.03M0.00%−184−0.8%Reduced
Campbell Newman Asset Management Inc21,647$2.02M0.15%+98+0.5%Added
Yousif Capital Management, LLC21,445$2.00M0.02%−1,354−5.9%Reduced
Oak Ridge Investments LLC20,898$1.95M0.13%−145−0.7%Reduced
Handelsbanken Fonder AB20,824$1.95M0.01%+3,500+20.2%Added
AQR Capital Management LLC20,667$1.93M0.00%−3,009−12.7%Reduced
Daiwa Securities Group Inc.20,530$1.92M0.01%−1,920−8.6%Reduced
Arizona State Retirement System20,443$1.91M0.01%+304+1.5%Added
KLP Kapitalforvaltning AS20,050$1.87M0.01%00.0%Unchanged
Bessemer Group Inc19,675$1.84M0.00%+10,112+105.7%Added
Citadel Advisors LLC19,077$1.78M0.00%−68,872−78.3%Reduced
Diversified Trust Co18,828$1.76M0.04%+8,965+90.9%Added
Louisiana State Employees Retirement System18,800$1.76M0.03%−200−1.1%Reduced
Storebrand Asset Management AS18,369$1.72M0.00%00.0%Unchanged
Creative Planning17,919$1.67M0.00%−1,523−7.8%Reduced
Olistico Wealth, LLC17,903$1.67M0.88%00.0%Unchanged
Citigroup Inc17,661$1.65M0.00%−13,534−43.4%Reduced
Maridea Wealth Management LLC16,303$1.65M0.26%+16,303New
Man Group plc17,615$1.65M0.00%−1,601−8.3%Reduced
Regions Financial Corp17,515$1.64M0.01%+1,027+6.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,368$1.62M0.01%+17+0.1%Added
Highland Capital Management, LLC17,366$1.62M0.08%+17,366New
Janney Montgomery Scott LLC17,099$1.60M0.00%−3,166−15.6%Reduced
Prelude Capital Management, LLC17,100$1.60M0.13%−38,400−69.2%Reduced
State of Michigan Retirement System16,100$1.50M0.01%−100−0.6%Reduced
GWM Advisors LLC15,946$1.49M0.01%−11−0.1%Reduced
Natixis Advisors, L.P.15,733$1.47M0.00%+3,402+27.6%Added
New Age Alpha Advisors, LLC15,716$1.47M0.06%−426−2.6%Reduced
Thrivent Financial for Lutherans15,547$1.45M0.00%−354−2.2%Reduced
Northwestern Mutual Investment Management Company, LLC15,083$1.41M0.02%+50.0%Added
Bank of Montreal15,013$1.40M0.00%+4,117+37.8%Added
Pathstone Holdings, LLC14,425$1.35M0.01%+5,103+54.7%Added
Morningstar Investment Management LLC14,246$1.33M0.05%+14,246New
New Mexico Educational Retirement Board14,200$1.33M0.04%00.0%Unchanged
Oddo BHF Asset Management SAS14,157$1.32M0.05%+7,011+98.1%Added
Xponance, Inc.14,101$1.32M0.01%+236+1.7%Added
Brevan Howard Capital Management LP13,883$1.30M0.02%+10,516+312.3%Added
Oregon Public Employees Retirement Fund13,615$1.27M0.02%−200−1.4%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna13,600$1.27M0.51%00.0%Unchanged
Franklin Resources Inc13,501$1.26M0.00%−464,449−97.2%Reduced
Pacer Advisors, Inc.13,432$1.26M0.00%+9,785+268.3%Added
Concentric Capital Strategies, LP13,113$1.23M0.06%+13,113New
Barbara Oil Co.13,000$1.21M0.45%00.0%Unchanged
Kovitz Investment Group Partners, LLC12,887$1.20M0.00%+21+0.2%Added
Ameritas Investment Partners, Inc.12,685$1.19M0.04%−427−3.3%Reduced
Two Sigma Investments, LP12,184$1.14M0.00%−45,471−78.9%Reduced
Y-Intercept (Hong Kong) Ltd11,848$1.11M0.03%−21,480−64.5%Reduced
Parcion Private Wealth LLC11,501$1.07M0.07%+52+0.5%Added
Cynosure Management, LLC11,179$1.04M0.11%00.0%Unchanged
Nisa Investment Advisors, LLC11,174$1.04M0.00%+11,174New
Gabelli Funds LLC11,000$1.03M0.01%−1,000−8.3%Reduced
Abn Amro Investment Solutions10,742$1.00M0.02%−2,101−16.4%Reduced
Vancity Investment Management Ltd10,676$998.0K0.13%+6,660+165.8%Added