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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, Q4 2025

Institutional positions in Aaon, Inc. as of Dec 31, 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
401
+3 vs. Q3 2025
Shares held
73.5M
+902.2K (+1.2%) vs. Q3 2025
Total value
$5.61B
−$1.17B (−17.3%) vs. Q3 2025
New holders
69
131 more added
Sold out
66
152 more reduced

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 401 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 heldQ4 2025: $5.61B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2025.

Institutions holding AAON in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP6,839,277$521.5M0.09%+2,099,385+44.3%Added
BlackRock, Inc.6,396,750$487.8M0.01%+15,385+0.2%Added
Vanguard Group Inc6,396,501$487.7M0.01%−77,588−1.2%Reduced
State Street Corp2,043,741$155.8M0.01%−3,112−0.2%Reduced
Geneva Capital Management LLC1,849,643$141.0M2.65%−173,503−8.6%Reduced
Wasatch Advisors Inc1,831,414$139.6M0.83%−307,545−14.4%Reduced
Conestoga Capital Advisors, LLC1,776,013$135.4M2.28%+84,693+5.0%Added
Morgan Stanley1,687,671$128.7M0.01%−321,778−16.0%Reduced
Blair William & Co1,679,025$128.0M0.34%−140,267−7.7%Reduced
Champlain Investment Partners, LLC1,664,703$126.9M1.29%−655,616−28.3%Reduced
First Trust Advisors LP1,649,114$125.7M0.09%−284,481−14.7%Reduced
Dimensional Fund Advisors LP1,408,432$107.4M0.02%−3,006−0.2%Reduced
Impax Asset Management Group plc1,403,648$107.0M0.67%+487,601+53.2%Added
Geode Capital Management, LLC1,381,303$105.3M0.01%+20,588+1.5%Added
Capital International Investors1,328,881$101.3M0.02%−142,911−9.7%Reduced
Ameriprise Financial Inc1,299,259$99.1M0.02%+160,653+14.1%Added
FMR LLC1,270,816$96.9M0.00%−25,825−2.0%Reduced
Kayne Anderson Rudnick Investment Management LLC1,232,149$94.0M0.25%−214,827−14.8%Reduced
Franklin Resources Inc1,222,706$93.2M0.02%+1,209,205+8,956.4%Added
Spyglass Capital Management LLC1,198,921$91.4M4.57%+130,062+12.2%Added
Pictet Asset Management Holding SA879,467$67.1M0.07%−317,403−26.5%Reduced
JPMorgan Chase & Co863,299$65.8M0.00%−323,286−27.2%Reduced
Copeland Capital Management, LLC799,977$61.0M1.36%+71,853+9.9%Added
Brown Advisory Inc785,141$59.9M0.08%−42,899−5.2%Reduced
Mawer Investment Management Ltd.766,207$58.4M0.33%−23,102−2.9%Reduced
Northern Trust Corp751,640$57.3M0.01%−11,071−1.5%Reduced
Bamco Inc738,016$56.3M0.15%+11,109+1.5%Added
Charles Schwab Investment Management Inc697,097$53.2M0.01%+3,537+0.5%Added
Bokf, NA681,758$52.0M0.80%+1600.0%Added
Stephens Investment Management Group LLC636,296$48.5M0.63%+57,281+9.9%Added
Capital World Investors580,774$44.3M0.01%+51,428+9.7%Added
Federated Hermes, Inc.547,894$41.8M0.07%+52,517+10.6%Added
Allspring Global Investments Holdings, LLC527,520$41.8M0.07%−32,851−5.9%Reduced
Pembroke Management, LTD547,215$41.7M4.31%−5,934−1.1%Reduced
Norges Bank545,368$41.6M0.00%+545,368New
Ceredex Value Advisors LLC529,750$40.4M1.21%+166,100+45.7%Added
Royce & Associates LP467,496$35.6M0.36%+40,892+9.6%Added
UBS Group AG461,000$35.2M0.01%−103,060−18.3%Reduced
SEI Investments Co456,630$34.8M0.03%−38,154−7.7%Reduced
Bank of New York Mellon Corp453,236$34.6M0.01%−17,493−3.7%Reduced
Amundi439,694$33.5M0.01%+288,393+190.6%Added
Bank of America Corp429,323$32.7M0.00%+32,883+8.3%Added
Ranger Investment Management, L.P.420,336$32.1M2.20%−1,279−0.3%Reduced
Voya Investment Management LLC404,651$30.9M0.03%+45,336+12.6%Added
Citadel Advisors LLC391,918$29.9M0.02%+372,841+1,954.4%Added
Riverbridge Partners LLC354,370$27.0M0.51%+130,186+58.1%Added
Grantham, Mayo, Van Otterloo & Co. LLC337,587$25.7M0.07%−292,092−46.4%Reduced
Rockefeller Capital Management L.P.326,463$24.9M0.04%+64,314+24.5%Added
Swedbank AB305,000$23.3M0.02%−20,000−6.2%Reduced
Raymond James Financial Inc278,189$21.4M0.01%+26,834+10.7%Added
Wells Fargo & Company274,032$20.9M0.00%−30,422−10.0%Reduced
WCM Investment Management, LLC265,163$20.8M0.04%−16,125−5.7%Reduced
American Capital Management Inc271,737$20.7M0.91%+27,291+11.2%Added
Envestnet Asset Management Inc269,599$20.6M0.01%−58,833−17.9%Reduced
Aperture Investors, LLC260,212$19.8M2.77%−74,521−22.3%Reduced
Price T Rowe Associates Inc252,541$19.3M0.00%−27,579−9.8%Reduced
Comerica Bank238,462$18.2M0.07%+45,660+23.7%Added
Toroso Investments, LLC223,019$17.0M0.07%+59,673+36.5%Added
Turas Capital Management LP218,093$16.6M5.58%+218,093New
Retirement Systems of Alabama214,278$16.3M0.05%−602−0.3%Reduced
SG Americas Securities, LLC211,902$16.2M0.02%+206,836+4,082.8%Added
EULAV Asset Management208,500$15.9M0.42%00.0%Unchanged
ArrowMark Colorado Holdings LLC206,568$15.8M0.35%+206,568New
UBS Asset Management Americas Inc205,178$15.6M0.00%−7,740−3.6%Reduced
Senvest Management, LLC189,540$14.5M0.45%+123,135+185.4%Added
Schonfeld Strategic Advisors LLC187,995$14.3M0.07%−88,266−32.0%Reduced
Rhumbline Advisers187,339$14.3M0.01%−5,949−3.1%Reduced
Silvercrest Asset Management Group LLC186,394$14.2M0.10%+65,460+54.1%Added
Nuveen, LLC185,132$14.1M0.00%+1,820+1.0%Added
Kennedy Capital Management, Inc.175,731$13.4M0.28%−74,853−29.9%Reduced
BNP Paribas Arbitrage, SA175,312$13.4M0.01%+164,894+1,582.8%Added
Ferguson Wellman Capital Management, Inc171,376$13.1M0.21%+53,401+45.3%Added
Goldman Sachs Group Inc165,611$12.6M0.00%+47,256+39.9%Added
Allied Investment Advisors, LLC154,562$11.8M1.82%−44,090−22.2%Reduced
BLI - Banque de Luxembourg Investments147,200$11.6M0.34%−2,000−1.3%Reduced
Granite Investment Partners, LLC149,678$11.4M0.68%−6,920−4.4%Reduced
Principal Financial Group Inc144,995$11.1M0.01%−4,707−3.1%Reduced
Next Century Growth Investors LLC139,381$10.6M0.74%+22,148+18.9%Added
Swiss National Bank136,725$10.4M0.01%+2,600+1.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.89,689$10.2M0.01%+88,965+12,288.0%Added
SG Capital Management LLC131,279$10.0M1.10%+41,166+45.7%Added
Ensign Peak Advisors, Inc131,200$10.0M0.02%−12,101−8.4%Reduced
Peregrine Capital Management LLC129,079$9.84M0.30%−11,891−8.4%Reduced
Russell Investments Group, Ltd.125,623$9.58M0.01%−23,187−15.6%Reduced
Standard Life Aberdeen plc124,672$9.51M0.01%−924−0.7%Reduced
Royal Bank of Canada123,688$9.43M0.00%−444,719−78.2%Reduced
Invesco Ltd.119,764$9.13M0.00%−178,855−59.9%Reduced
Northwest & Ethical Investments L.P.118,021$9.00M0.20%+118,021New
Nepsis, Inc.117,707$8.98M2.77%+24,791+26.7%Added
D. E. Shaw & Co., Inc.117,360$8.95M0.01%+117,360New
King Luther Capital Management Corp115,531$8.81M0.04%+7,122+6.6%Added
Legal & General Group Plc104,587$7.97M0.00%−17,419−14.3%Reduced
RMB Capital Management, LLC98,604$7.52M0.13%−1,609−1.6%Reduced
Charter Trust Co98,087$7.48M0.43%−11,323−10.3%Reduced
California Public Employees Retirement System95,400$7.27M0.00%+7,178+8.1%Added
J. Goldman & Co LP91,882$7.01M0.27%+91,882New
Public Employees Retirement System of Ohio82,039$6.26M0.02%−745−0.9%Reduced
Alliancebernstein L.P.80,770$6.16M0.00%+1,348+1.7%Added
Marshall Wace, LLP76,717$5.85M0.01%+71,303+1,317.0%Added
New York State Common Retirement Fund74,019$5.64M0.01%−92,906−55.7%Reduced