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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 10,418 | $973.5K | 0.00% | −91,023−89.7% | Reduced |
| David Loasby | 9,377 | $966.2K | 0.08% | +214+2.3% | Added |
| Captrust Financial Advisors | 10,296 | $962.1K | 0.00% | +41+0.4% | Added |
| Victory Capital Management Inc | 10,166 | $949.9K | 0.00% | −142,288−93.3% | Reduced |
| Glenmede Investment Management, LP | 10,056 | $939.6K | 0.00% | −211−2.1% | Reduced |
| Sterling Capital Management LLC | 9,971 | $931.7K | 0.01% | +9,868+9,580.6% | Added |
| HighTower Advisors, LLC | 9,471 | $885.0K | 0.00% | −2,435−20.5% | Reduced |
| Chicago Trust Co NA | 9,136 | $853.7K | 0.12% | −375−3.9% | Reduced |
| Gitterman Wealth Management, LLC | 9,074 | $847.9K | 0.19% | −445−4.7% | Reduced |
| Teacher Retirement System of Texas | 9,056 | $846.2K | 0.00% | −1,439−13.7% | Reduced |
| Quantinno Capital Management LP | 8,851 | $827.1K | 0.00% | +1,331+17.7% | Added |
| JustInvest LLC | 8,233 | $772.3K | 0.01% | −530−6.0% | Reduced |
| Northstar Group, Inc. | 8,200 | $766.2K | 0.11% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 13,214 | $751.5K | 0.10% | +13,214 | New |
| Kestra Investment Management, LLC | 8,033 | $750.6K | 0.02% | +3,964+97.4% | Added |
| Public Employees Retirement Association of Colorado | 7,895 | $738.0K | 0.00% | −90−1.1% | Reduced |
| Atria Investments LLC | 7,855 | $734.0K | 0.01% | −354−4.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,758 | $724.9K | 0.18% | −1,446−15.7% | Reduced |
| Cadent Capital Advisors, LLC | 7,593 | $709.5K | 0.19% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,553 | $705.8K | 0.00% | +41+0.5% | Added |
| Global Retirement Partners, LLC | 7,436 | $694.8K | 0.02% | +1,537+26.1% | Added |
| State of Alaska, Department of Revenue | 7,280 | $680.0K | 0.01% | −300−4.0% | Reduced |
| Peterson Wealth Services | 1,646 | $678.9K | 0.17% | −5,131−75.7% | Reduced |
| Norden Group LLC | 7,232 | $675.8K | 0.07% | −4,308−37.3% | Reduced |
| Susquehanna International Group, LLP | 7,186 | $671.5K | 0.00% | +4,047+128.9% | Added |
| Deutsche Bank AG | 7,133 | $666.5K | 0.00% | +830+13.2% | Added |
| Krilogy Financial LLC | 6,943 | $648.9K | 0.02% | +6,943 | New |
| Quadrant Capital Group LLC | 6,859 | $640.9K | 0.02% | −2,588−27.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,838 | $638.6K | 0.00% | +869+14.6% | Added |
| Cresset Asset Management, LLC | 6,726 | $628.5K | 0.00% | +807+13.6% | Added |
| Central Trust Co | 6,690 | $625.1K | 0.01% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 6,500 | $607.4K | 1.18% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 0 | $607.3K | 0.49% | −5,215−100.0% | Reduced |
| Portside Wealth Group, LLC | 6,427 | $600.5K | 0.08% | −4,369−40.5% | Reduced |
| Summitry LLC | 6,360 | $594.3K | 0.03% | +1,051+19.8% | Added |
| Harbor Capital Advisors, Inc. | 6,311 | $590.0K | 0.05% | +6,311 | New |
| L2 Asset Management, LLC | 6,244 | $583.5K | 0.08% | +3,217+106.3% | Added |
| Vident Advisory, LLC | 6,100 | $570.0K | 0.01% | −20,027−76.7% | Reduced |
| Summit Trail Advisors, LLC | 5,945 | $555.5K | 0.01% | +5,945 | New |
| Guggenheim Capital LLC | 5,894 | $550.7K | 0.00% | −25−0.4% | Reduced |
| Blalock Williams, LLC | 5,815 | $543.4K | 0.48% | +273+4.9% | Added |
| Belpointe Asset Management LLC | 5,738 | $536.2K | 0.02% | −60−1.0% | Reduced |
| Cim, LLC | 5,674 | $530.2K | 0.07% | 00.0% | Unchanged |
| Toronto Dominion Bank | 5,790 | $530.0K | 0.00% | −50−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,546 | $518.0K | 0.00% | +688+14.2% | Added |
| Prudential Financial Inc | 5,516 | $515.4K | 0.00% | −80−1.4% | Reduced |
| Snowden Capital Advisors LLC | 5,498 | $513.7K | 0.01% | +5,498 | New |
| Truist Financial Corp | 5,432 | $507.6K | 0.00% | +5,432 | New |
| Marshall Wace, LLP | 5,414 | $505.9K | 0.00% | −4,997−48.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,900 | $504.9K | 0.00% | +2,182+80.3% | Added |
| Freestone Grove Partners LP | 5,356 | $500.5K | 0.00% | −1,823−25.4% | Reduced |
| Advisor Group Holdings, Inc. | 5,728 | $492.3K | 0.00% | +281+5.2% | Added |
| Round Rock Advisors, LLC | 5,258 | $491.3K | 0.08% | +5,258 | New |
| SG Americas Securities, LLC | 5,066 | $473.0K | 0.00% | +604+13.5% | Added |
| Securian Asset Management, Inc | 5,025 | $469.5K | 0.01% | −75−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $457.9K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,860 | $454.1K | 0.04% | −4,240−46.6% | Reduced |
| Evergreen Capital Management LLC | 4,801 | $448.6K | 0.01% | +711+17.4% | Added |
| Keebeck Wealth Management, LLC | 4,760 | $444.8K | 0.05% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 4,618 | $442.0K | 0.27% | +5+0.1% | Added |
| Kestra Private Wealth Services, LLC | 4,723 | $441.3K | 0.01% | +4,723 | New |
| Savvy Advisors, Inc. | 4,690 | $438.2K | 0.02% | +4,690 | New |
| Fifth Third Bancorp | 4,587 | $428.6K | 0.00% | +3,061+200.6% | Added |
| Park Avenue Securities LLC | 4,326 | $404.0K | 0.00% | +969+28.9% | Added |
| MML Investors Services, LLC | 4,210 | $393.4K | 0.00% | +4,210 | New |
| TownSquare Capital, LLC | 4,207 | $393.1K | 0.06% | −4,903−53.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,196 | $392.1K | 0.01% | −562−11.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,165 | $389.2K | 0.00% | +4,165 | New |
| Advisory Services Network, LLC | 4,155 | $388.2K | 0.01% | +870+26.5% | Added |
| The PNC Financial Services Group, Inc. | 4,094 | $382.5K | 0.00% | +56+1.4% | Added |
| Index Fund Advisors, Inc. | 3,684 | $344.2K | 0.02% | +7+0.2% | Added |
| Verdence Capital Advisors LLC | 3,226 | $338.6K | 0.02% | +115+3.7% | Added |
| Utah Retirement Systems | 3,600 | $336.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,600 | $336.4K | 0.04% | +506+16.4% | Added |
| Atlantic Union Bankshares Corp | 3,600 | $336.4K | 0.01% | +3,600 | New |
| Everence Capital Management Inc | 3,590 | $335.0K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,546 | $331.4K | 0.03% | +237+7.2% | Added |
| Alliance Wealth Advisors, LLC | 3,529 | $329.8K | 0.08% | −665−15.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,518 | $328.7K | 0.00% | −5,741−62.0% | Reduced |
| Baird Financial Group, Inc. | 3,510 | $328.0K | 0.00% | −319,580−98.9% | Reduced |
| Personal Cfo Solutions, LLC | 3,295 | $307.9K | 0.05% | +3,295 | New |
| AlphaCore Capital LLC | 3,278 | $306.3K | 0.01% | −180−5.2% | Reduced |
| Swiss Life Asset Management Ltd | 3,214 | $300.3K | 0.00% | +3,214 | New |
| Maryland State Retirement & Pension System | 3,149 | $294.2K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 3,048 | $284.8K | 0.01% | +3,048 | New |
| Tower Research Capital LLC (TRC) | 3,005 | $280.8K | 0.01% | +1,036+52.6% | Added |
| O'Shaughnessy Asset Management, LLC | 2,978 | $278.3K | 0.00% | −870−22.6% | Reduced |
| ProShare Advisors LLC | 2,878 | $268.9K | 0.00% | −116−3.9% | Reduced |
| HBK Sorce Advisory LLC | 2,505 | $261.2K | 0.01% | +2,505 | New |
| Sequoia Financial Advisors, LLC | 2,781 | $259.9K | 0.00% | −169−5.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,729 | $255.0K | 0.00% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 2,710 | $253.2K | 0.11% | +2,710 | New |
| Trust Co of Oklahoma | 2,692 | $251.5K | 0.07% | −174−6.1% | Reduced |
| Marco Investment Management LLC | 2,609 | $243.8K | 0.02% | +2,609 | New |
| Journey Strategic Wealth LLC | 2,540 | $237.3K | 0.01% | +2,540 | New |
| Brighton Securities Corp. | 2,525 | $235.9K | 0.12% | +2,525 | New |
| CIBC Asset Management Inc | 2,506 | $234.2K | 0.00% | +2,506 | New |
| Intellectus Partners, LLC | 2,451 | $229.0K | 0.04% | +2,451 | New |
| Requisite Capital Management, LLC | 2,421 | $226.2K | 0.04% | +2,421 | New |
| Shelton Capital Management | 2,393 | $223.6K | 0.00% | +2,393 | New |