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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,388 | $223.1K | 0.00% | +2,388 | New |
| Stephens Inc | 2,383 | $222.7K | 0.00% | +2,383 | New |
| Lindenwold Advisors | 2,357 | $220.2K | 0.10% | +2,357 | New |
| Schroder Investment Management Group | 2,393 | $218.9K | 0.00% | +2,393 | New |
| HSBC Holdings PLC | 2,341 | $218.7K | 0.00% | +2,341 | New |
| Great Valley Advisor Group, Inc. | 2,253 | $210.5K | 0.00% | +2,253 | New |
| Commonwealth Equity Services, LLC | 2,253 | $210.0K | 0.00% | +2,253 | New |
| ISAM Funds (UK) Ltd | 2,119 | $198.0K | 0.04% | +2,119 | New |
| KBC Group NV | 1,881 | $176.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,607 | $150.2K | 0.00% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 1,632 | $149.4K | 0.01% | −17−1.0% | Reduced |
| Cornerstone Planning Group LLC | 1,322 | $143.7K | 0.02% | +1,322 | New |
| RiverPark Advisors, LLC | 1,455 | $136.0K | 0.06% | +1,455 | New |
| Advisors Asset Management, Inc. | 1,291 | $120.6K | 0.00% | −358−21.7% | Reduced |
| Trust Co of Toledo NA | 1,230 | $114.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,150 | $107.5K | 0.01% | −100−8.0% | Reduced |
| GAMMA Investing LLC | 1,143 | $106.8K | 0.01% | −347−23.3% | Reduced |
| Wexford Capital LP | 1,135 | $106.0K | 0.03% | +1,135 | New |
| CVA Family Office, LLC | 1,123 | $104.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,087 | $102.0K | 0.00% | −152−12.3% | Reduced |
| Winnow Wealth LLC | 998 | $93.8K | 0.07% | +998 | New |
| Ameritas Advisory Services, LLC | 975 | $91.1K | 0.01% | +975 | New |
| Parallel Advisors, LLC | 951 | $88.9K | 0.00% | −334−26.0% | Reduced |
| SRS Capital Advisors, Inc. | 867 | $81.0K | 0.00% | +511+143.5% | Added |
| Hantz Financial Services, Inc. | 871 | $81.0K | 0.00% | +638+273.8% | Added |
| Ronald Blue Trust, Inc. | 773 | $72.2K | 0.00% | −256−24.9% | Reduced |
| CWM, LLC | 756 | $71.0K | 0.00% | −70−8.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 724 | $68.0K | 0.00% | +10+1.4% | Added |
| Covestor Ltd | 715 | $67.0K | 0.04% | +84+13.3% | Added |
| Umb Bank N A | 603 | $56.3K | 0.00% | −180−23.0% | Reduced |
| Huntington National Bank | 569 | $53.2K | 0.00% | +121+27.0% | Added |
| Signaturefd, LLC | 567 | $53.0K | 0.00% | −46−7.5% | Reduced |
| 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 |
| EverSource Wealth Advisors, LLC | 435 | $40.6K | 0.00% | +101+30.2% | Added |
| Whittier Trust Co | 391 | $38.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 378 | $34.4K | 0.00% | +141+59.5% | Added |
| ORG Wealth Partners, LLC | 342 | $32.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 330 | $30.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 320 | $29.9K | 0.00% | −18−5.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 280 | $26.2K | 0.00% | +280 | New |
| Painted Porch Advisors LLC | 278 | $26.0K | 0.01% | −148−34.7% | Reduced |
| Principal Securities, Inc. | 251 | $23.5K | 0.00% | +146+139.0% | Added |
| SBI Securities Co., Ltd. | 248 | $23.2K | 0.00% | −987−79.9% | Reduced |
| Root Financial Partners, LLC | 236 | $22.1K | 0.00% | +236 | New |
| Centerpoint Advisors, LLC | 222 | $21.0K | 0.01% | +222 | New |
| Mather Group, LLC. | 206 | $19.2K | 0.00% | +206 | New |
| Mirae Asset Global Investments Co., Ltd. | 205 | $19.2K | 0.00% | +1+0.5% | Added |
| 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 |
| Rise Advisors, LLC | 176 | $16.4K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 173 | $16.2K | 0.01% | +173 | New |
| NBC Securities, Inc. | 151 | $14.1K | 0.00% | −683−81.9% | Reduced |
| MAI Capital Management | 135 | $12.6K | 0.00% | −194−59.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 130 | $12.1K | 0.00% | −320−71.1% | Reduced |
| MCF Advisors LLC | 120 | $11.2K | 0.00% | +120 | New |
| Washington Trust Advisors, Inc. | 119 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 123 | $11.0K | 0.00% | +6+5.1% | Added |
| Rothschild Investment LLC | 117 | $10.9K | 0.00% | −73−38.4% | Reduced |
| Wealthspire Advisors, LLC | 114 | $10.7K | 0.00% | +114 | New |
| Quest Partners LLC | 105 | $9.81K | 0.00% | +105 | New |
| HM Payson & Co | 100 | $9.34K | 0.00% | −2,800−96.6% | Reduced |
| Hollencrest Capital Management | 100 | $9.34K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $9.30K | 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 |
| Wolff Wiese Magana LLC | 91 | $8.50K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 84 | $7.85K | 0.00% | −3−3.4% | Reduced |
| Hurley Capital, LLC | 75 | $7.03K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 61 | $5.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $5.33K | 0.00% | +3+5.6% | Added |
| Clearstead Advisors, LLC | 55 | $5.14K | 0.00% | −261−82.6% | Reduced |
| Brown Brothers Harriman & Co | 51 | $4.76K | 0.00% | +51 | New |
| 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 |
| Versant Capital Management, Inc | 46 | $4.30K | 0.00% | +2+4.5% | Added |
| Private Trust Co NA | 45 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 45 | $4.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $4.02K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.82K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $2.80K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 21 | $1.96K | 0.00% | +21 | New |
| 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 |
| 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 |
| Assetmark, Inc | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $1.12K | 0.00% | +10+500.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.08K | 0.00% | −6−31.6% | Reduced |
| Cromwell Holdings LLC | 10 | $935 | 0.00% | +6+150.0% | Added |
| Rakuten Securities, Inc. | 10 | $934 | 0.00% | −5−33.3% | Reduced |
| ORG Partners LLC | 7 | $654 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $654 | 0.00% | +3+75.0% | Added |
| Quest 10 Wealth Builders, Inc. | 6 | $561 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $468 | 0.00% | −2−28.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $467 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $374 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 3 | $280 | 0.00% | −4−57.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $187 | 0.00% | +2 | New |