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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 1 | $77 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $127 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $153 | 0.00% | −1−33.3% | Reduced |
| Rialto Wealth Management, LLC | 3 | $229 | 0.00% | −1−25.0% | Reduced |
| Stone House Investment Management, LLC | 3 | $229 | 0.00% | +3 | New |
| WPG Advisers, LLC | 5 | $381 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $382 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $457 | 0.00% | +1+20.0% | Added |
| ORG Partners LLC | 7 | $533 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $534 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $763 | 0.00% | −3−23.1% | Reduced |
| Cromwell Holdings LLC | 10 | $763 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $915 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $915 | 0.00% | +2+20.0% | Added |
| Keating Financial Advisory Services, Inc. | 12 | $915 | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 14 | $1.07K | 0.00% | −1−6.7% | Reduced |
| Bell Investment Advisors, Inc | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $1.22K | 0.00% | +2+14.3% | Added |
| Basecamp Wealth Advisors LLC | 18 | $1.37K | 0.00% | +18 | New |
| Manchester Capital Management LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 24 | $1.83K | 0.00% | +24 | New |
| Valued Wealth Advisors LLC | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $3.35K | 0.00% | −2−4.3% | Reduced |
| Private Trust Co NA | 45 | $3.43K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $3.51K | 0.00% | +46 | New |
| TD Private Client Wealth LLC | 49 | $3.74K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 49 | $3.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $3.81K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 53 | $4.04K | 0.00% | +10+23.3% | Added |
| Bellevue Asset Management, LLC | 57 | $4.35K | 0.00% | +12+26.7% | Added |
| Farmers & Merchants Investments Inc | 60 | $4.58K | 0.00% | +3+5.3% | Added |
| Itau Unibanco Holding S.A. | 65 | $4.96K | 0.00% | +4+6.6% | Added |
| Tucker Asset Management LLC | 73 | $5.57K | 0.00% | +73 | New |
| Meramec Financial Planners, LLC | 58 | $5.59K | 0.00% | +58 | New |
| Hurley Capital, LLC | 75 | $5.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 91 | $6.94K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $7.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 97 | $7.40K | 0.00% | +97 | New |
| HM Payson & Co | 100 | $7.63K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $7.63K | 0.00% | −17−14.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $7.76K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $8.00K | 0.00% | −609−85.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 108 | $8.23K | 0.00% | −22−16.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 131 | $9.99K | 0.00% | +111+555.0% | Added |
| Twin Tree Management, LP | 135 | $10.3K | 0.00% | −40,356−99.7% | Reduced |
| MCF Advisors LLC | 143 | $10.9K | 0.00% | +23+19.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 165 | $12.6K | 0.00% | +165 | New |
| Massmutual Trust Co FSB | 176 | $13.4K | 0.00% | −1−0.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 178 | $13.6K | 0.01% | +178 | New |
| Park Place Capital Corp | 217 | $16.5K | 0.00% | +217 | New |
| SBI Securities Co., Ltd. | 240 | $18.3K | 0.00% | −8−3.2% | Reduced |
| Root Financial Partners, LLC | 244 | $18.6K | 0.00% | +8+3.4% | Added |
| Centerpoint Advisors, LLC | 260 | $20.0K | 0.01% | +38+17.1% | Added |
| Cornerstone Planning Group LLC | 229 | $20.9K | 0.00% | −1,093−82.7% | Reduced |
| Westside Investment Management, Inc. | 280 | $21.4K | 0.00% | −50−15.2% | Reduced |
| SageView Advisory Group, LLC | 296 | $22.6K | 0.00% | +296 | New |
| Hollencrest Capital Management | 300 | $22.9K | 0.00% | +200+200.0% | Added |
| Farther Finance Advisors, LLC | 305 | $23.3K | 0.00% | +221+263.1% | Added |
| Clearstead Advisors, LLC | 315 | $24.0K | 0.00% | +260+472.7% | Added |
| Allworth Financial LP | 322 | $24.6K | 0.00% | +2+0.6% | Added |
| CBIZ Investment Advisory Services, LLC | 328 | $25.0K | 0.00% | +48+17.1% | Added |
| ORG Wealth Partners, LLC | 342 | $26.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 357 | $27.2K | 0.00% | +357 | New |
| EverSource Wealth Advisors, LLC | 371 | $28.3K | 0.00% | −64−14.7% | Reduced |
| Whittier Trust Co | 391 | $31.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 321 | $32.3K | 0.00% | +321 | New |
| Jones Financial Companies LLLP | 436 | $33.3K | 0.00% | +58+15.3% | Added |
| Smartleaf Asset Management LLC | 431 | $34.0K | 0.00% | −1,201−73.6% | Reduced |
| Danske Bank A/S | 500 | $38.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 544 | $41.0K | 0.00% | −212−28.0% | Reduced |
| Signaturefd, LLC | 567 | $43.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 589 | $44.9K | 0.01% | +589 | New |
| Huntington National Bank | 689 | $52.5K | 0.00% | +120+21.1% | Added |
| Advisors Asset Management, Inc. | 741 | $56.5K | 0.00% | −550−42.6% | Reduced |
| Ronald Blue Trust, Inc. | 749 | $57.1K | 0.00% | −24−3.1% | Reduced |
| GAMMA Investing LLC | 755 | $57.6K | 0.00% | −388−33.9% | Reduced |
| Umb Bank N A | 885 | $67.5K | 0.00% | +282+46.8% | Added |
| SRS Capital Advisors, Inc. | 907 | $69.2K | 0.00% | +40+4.6% | Added |
| Parallel Advisors, LLC | 938 | $71.5K | 0.00% | −13−1.4% | Reduced |
| Winnow Wealth LLC | 998 | $76.8K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,052 | $80.0K | 0.00% | +181+20.8% | Added |
| Hilltop National Bank | 1,096 | $83.6K | 0.02% | +1,096 | New |
| CVA Family Office, LLC | 1,123 | $85.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,230 | $93.8K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 1,283 | $97.8K | 0.03% | +148+13.0% | Added |
| State of Wyoming | 1,420 | $108.3K | 0.01% | −2,180−60.6% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,455 | $110.9K | 0.09% | +1,455 | New |
| Parkside Financial Bank & Trust | 1,464 | $111.6K | 0.01% | +1,287+727.1% | Added |
| STRS Ohio | 1,610 | $122.8K | 0.00% | +3+0.2% | Added |
| RiverPark Advisors, LLC | 1,708 | $130.2K | 0.04% | +253+17.4% | Added |
| Brooklands Fund Management Ltd | 1,500 | $136.5K | 0.07% | +1,500 | New |
| KBC Group NV | 1,881 | $143.0K | 0.00% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $151.4K | 0.01% | +2,000 | New |
| Erste Asset Management GmbH | 2,000 | $152.5K | 0.00% | +1,500+300.0% | Added |
| Trust Co of Oklahoma | 2,692 | $205.3K | 0.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,700 | $205.9K | 0.00% | +2,700 | New |
| Vawter Financial, Ltd. | 2,710 | $206.6K | 0.09% | 00.0% | Unchanged |