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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 2,712 | $206.8K | 0.00% | −166−5.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,815 | $214.6K | 0.00% | +86+3.2% | Added |
| Brighton Securities Corp. | 2,881 | $219.7K | 0.11% | +356+14.1% | Added |
| Prudential Financial Inc | 2,918 | $222.5K | 0.00% | −2,598−47.1% | Reduced |
| Mirabella Financial Services LLP | 2,925 | $223.0K | 0.02% | +2,925 | New |
| Oak Ridge Investments LLC | 2,934 | $223.7K | 0.01% | −17,964−86.0% | Reduced |
| Ardsley Advisory Partners LP | 3,000 | $228.8K | 0.03% | −29,200−90.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,016 | $230.0K | 0.01% | +11+0.4% | Added |
| Axq Capital, LP | 3,052 | $232.7K | 0.05% | +3,052 | New |
| Third View Private Wealth, LLC | 3,069 | $234.0K | 0.03% | +3,069 | New |
| HBK Sorce Advisory LLC | 2,489 | $240.0K | 0.01% | −16−0.6% | Reduced |
| Maryland State Retirement & Pension System | 3,149 | $240.1K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,214 | $245.1K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,271 | $249.4K | 0.00% | −2,829−46.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,289 | $250.8K | 0.00% | +311+10.4% | Added |
| Kestra Advisory Services, LLC | 3,511 | $267.7K | 0.00% | +3,511 | New |
| Smith, Moore & Co. | 3,551 | $270.8K | 0.02% | +5+0.1% | Added |
| Regions Financial Corp | 3,551 | $270.8K | 0.00% | −13,964−79.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,577 | $272.8K | 0.04% | +282+8.6% | Added |
| Everence Capital Management Inc | 3,590 | $274.0K | 0.02% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 3,600 | $274.5K | 0.00% | −1,756−32.8% | Reduced |
| Atlantic Union Bankshares Corp | 3,600 | $274.5K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 3,600 | $274.5K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,653 | $278.6K | 0.01% | +375+11.4% | Added |
| Index Fund Advisors, Inc. | 3,684 | $280.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,751 | $286.0K | 0.11% | +3,751 | New |
| Blueshift Asset Management, LLC | 3,818 | $291.1K | 0.08% | +3,818 | New |
| Sequoia Financial Advisors, LLC | 3,906 | $297.8K | 0.00% | +1,125+40.5% | Added |
| Headlands Technologies LLC | 3,944 | $300.7K | 0.03% | +3,944 | New |
| Evergreen Capital Management LLC | 3,946 | $300.9K | 0.01% | −855−17.8% | Reduced |
| Portside Wealth Group, LLC | 4,008 | $305.6K | 0.04% | −2,419−37.6% | Reduced |
| Norden Group LLC | 4,018 | $306.4K | 0.03% | −3,214−44.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,024 | $306.8K | 0.01% | +4,024 | New |
| Callan Family Office, LLC | 4,178 | $318.6K | 0.01% | +4,178 | New |
| Crossmark Global Holdings, Inc. | 4,196 | $319.9K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,374 | $334.0K | 0.00% | +48+1.1% | Added |
| SummitTX Capital, L.P. | 4,546 | $346.6K | 0.01% | +4,546 | New |
| Fifth Third Bancorp | 4,595 | $350.4K | 0.00% | +8+0.2% | Added |
| Jane Street Group, LLC | 4,649 | $354.5K | 0.00% | +4,649 | New |
| Savvy Advisors, Inc. | 4,690 | $357.6K | 0.01% | 00.0% | Unchanged |
| First National Advisers, LLC | 4,722 | $360.1K | 0.05% | +4,722 | New |
| Keebeck Wealth Management, LLC | 4,760 | $362.9K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,832 | $368.4K | 0.01% | −1,113−18.7% | Reduced |
| Truist Financial Corp | 4,843 | $369.3K | 0.00% | −589−10.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $373.6K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,925 | $375.5K | 0.01% | −100−2.0% | Reduced |
| Beto Financial Group, LLC | 4,191 | $377.5K | 0.25% | +4,191 | New |
| MML Investors Services, LLC | 4,990 | $380.5K | 0.00% | +780+18.5% | Added |
| Gabelli Funds LLC | 5,000 | $381.3K | 0.00% | −6,000−54.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,011 | $382.1K | 0.00% | +846+20.3% | Added |
| Engineers Gate Manager LP | 5,102 | $389.0K | 0.00% | +5,102 | New |
| Legacy Wealth Asset Management, LLC | 5,118 | $390.2K | 0.10% | −2,640−34.0% | Reduced |
| Round Rock Advisors, LLC | 5,258 | $400.9K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,273 | $402.1K | 0.00% | +5,273 | New |
| Advisory Services Network, LLC | 5,406 | $412.2K | 0.01% | +1,251+30.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,416 | $413.0K | 0.00% | −1,422−20.8% | Reduced |
| Cim, LLC | 5,429 | $414.0K | 0.05% | −245−4.3% | Reduced |
| Snowden Capital Advisors LLC | 5,531 | $421.7K | 0.01% | +33+0.6% | Added |
| MidFirst Bank | 5,596 | $426.7K | 0.03% | +5,596 | New |
| Trust Point Inc. | 5,690 | $433.9K | 0.03% | +5,690 | New |
| Cynosure Management, LLC | 5,770 | $440.0K | 0.04% | −5,409−48.4% | Reduced |
| Toronto Dominion Bank | 5,889 | $448.4K | 0.00% | +99+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,888 | $449.0K | 0.00% | +342+6.2% | Added |
| CWM Advisors, LLC | 6,099 | $465.0K | 0.04% | +1,239+25.5% | Added |
| The PNC Financial Services Group, Inc. | 6,212 | $473.7K | 0.00% | +2,118+51.7% | Added |
| Kestra Private Wealth Services, LLC | 6,280 | $478.8K | 0.01% | +1,557+33.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,926 | $484.0K | 0.00% | +1,026+20.9% | Added |
| CI Private Wealth, LLC | 6,397 | $487.7K | 0.00% | +6,397 | New |
| Deutsche Bank AG | 6,555 | $499.8K | 0.00% | −578−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,590 | $502.8K | 0.00% | +862+15.0% | Added |
| Peterson Wealth Services | 6,692 | $510.2K | 0.13% | +5,046+306.6% | Added |
| Central Trust Co | 6,694 | $510.4K | 0.01% | +4+0.1% | Added |
| State of Alaska, Department of Revenue | 6,740 | $513.0K | 0.01% | −540−7.4% | Reduced |
| Cresset Asset Management, LLC | 6,750 | $514.7K | 0.00% | +24+0.4% | Added |
| Blalock Williams, LLC | 6,799 | $518.4K | 0.41% | +984+16.9% | Added |
| Quadrant Capital Group LLC | 6,819 | $519.9K | 0.02% | −40−0.6% | Reduced |
| Harbor Capital Advisors, Inc. | 7,059 | $538.0K | 0.04% | +748+11.9% | Added |
| Bank of Montreal | 7,317 | $557.9K | 0.00% | −7,696−51.3% | Reduced |
| Cadent Capital Advisors, LLC | 7,593 | $579.0K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,609 | $580.2K | 0.00% | +56+0.7% | Added |
| HighTower Advisors, LLC | 7,625 | $581.4K | 0.00% | −1,846−19.5% | Reduced |
| Summitry LLC | 7,635 | $582.2K | 0.02% | +1,275+20.0% | Added |
| Atria Investments LLC | 7,693 | $586.6K | 0.01% | −162−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,895 | $602.0K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 7,934 | $605.0K | 0.01% | −4,953−38.4% | Reduced |
| Northstar Group, Inc. | 8,200 | $625.3K | 0.09% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,258 | $629.7K | 0.10% | −878−9.6% | Reduced |
| Boreal Capital Management LLC | 8,430 | $642.8K | 0.48% | +8,430 | Added |
| Tulsa Wealth Advisors, INC | 8,463 | $645.3K | 0.21% | +8,463 | New |
| Tributary Capital Management, LLC | 8,648 | $659.4K | 0.06% | +8,648 | New |
| JustInvest LLC | 8,735 | $666.0K | 0.01% | +502+6.1% | Added |
| AQR Capital Management LLC | 9,054 | $690.4K | 0.00% | −11,613−56.2% | Reduced |
| David Loasby | 8,509 | $726.4K | 0.05% | −868−9.3% | Reduced |
| Perigon Wealth Management, LLC | 9,781 | $745.8K | 0.01% | +9,781 | New |
| Global Retirement Partners, LLC | 10,035 | $765.2K | 0.01% | +2,599+35.0% | Added |
| Virginia Retirement Systems Et Al | 10,150 | $773.9K | 0.00% | +10,150 | New |
| Vancity Investment Management Ltd | 10,168 | $775.0K | 0.11% | −508−4.8% | Reduced |
| Victory Capital Management Inc | 10,176 | $775.9K | 0.00% | +10+0.1% | Added |
| Glenmede Trust Co NA | 10,222 | $779.4K | 0.00% | +10,222 | New |
| L2 Asset Management, LLC | 10,617 | $809.6K | 0.11% | +4,373+70.0% | Added |