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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
Parcion Private Wealth LLC10,764$820.8K0.05%−737−6.4%Reduced
Citigroup Inc11,139$849.3K0.00%−6,522−36.9%Reduced
Nisa Investment Advisors, LLC11,169$851.6K0.00%−50.0%Reduced
Kestra Investment Management, LLC11,254$858.1K0.02%+3,221+40.1%Added
Captrust Financial Advisors11,388$868.3K0.00%+1,092+10.6%Added
Two Sigma Securities, LLC11,558$881.3K0.12%+11,558New
Ameritas Investment Partners, Inc.12,402$945.7K0.03%−283−2.2%Reduced
Man Group plc12,599$960.7K0.00%−5,016−28.5%Reduced
Barbara Oil Co.13,000$991.3K0.37%00.0%Unchanged
Magnetar Financial LLC13,101$999.0K0.01%+13,101New
Xponance, Inc.13,118$1.00M0.01%−983−7.0%Reduced
Oregon Public Employees Retirement Fund13,515$1.03M0.01%−100−0.7%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna13,600$1.04M0.39%00.0%Unchanged
Janney Montgomery Scott LLC13,876$1.06M0.00%−3,223−18.8%Reduced
Dark Forest Capital Management LP14,009$1.07M0.05%+14,009New
Natixis Advisors, L.P.14,071$1.07M0.00%−1,662−10.6%Reduced
New Mexico Educational Retirement Board14,200$1.08M0.03%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC15,141$1.15M0.01%+58+0.4%Added
Thrivent Financial for Lutherans15,238$1.16M0.00%−309−2.0%Reduced
Creative Planning15,702$1.20M0.00%−2,217−12.4%Reduced
LRT Capital Management, LLC15,820$1.21M1.03%−6,960−30.6%Reduced
Millennium Management LLC15,928$1.21M0.00%−13,410−45.7%Reduced
State of Michigan Retirement System16,000$1.22M0.01%−100−0.6%Reduced
Pathstone Holdings, LLC16,004$1.22M0.00%+1,579+10.9%Added
GWM Advisors LLC16,555$1.26M0.00%+609+3.8%Added
USS Investment Management Ltd16,829$1.28M0.01%+16,829New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys16,934$1.29M0.01%−434−2.5%Reduced
Sterling Capital Management LLC16,962$1.29M0.02%+6,991+70.1%Added
Westview Management dba Westview Investment Advisors17,800$1.36M0.65%+17,800New
Olistico Wealth, LLC17,903$1.37M0.67%00.0%Unchanged
Formuepleje A/S18,428$1.41M0.08%+18,428New
Storebrand Asset Management AS18,452$1.41M0.00%+83+0.5%Added
Louisiana State Employees Retirement System18,700$1.43M0.02%−100−0.5%Reduced
First National Bank of Omaha18,881$1.44M0.04%+18,881New
Daiwa Securities Group Inc.19,100$1.46M0.00%−1,430−7.0%Reduced
Arizona State Retirement System19,378$1.48M0.01%−1,065−5.2%Reduced
Bessemer Group Inc19,388$1.48M0.00%−287−1.5%Reduced
Handelsbanken Fonder AB19,524$1.49M0.00%−1,300−6.2%Reduced
Quantinno Capital Management LP19,903$1.52M0.00%+11,052+124.9%Added
Diversified Trust Co20,466$1.56M0.03%+1,638+8.7%Added
Atom Investors LP20,715$1.58M0.13%−51,417−71.3%Reduced
Campbell Newman Asset Management Inc20,871$1.59M0.12%−776−3.6%Reduced
KLP Kapitalforvaltning AS20,950$1.60M0.01%+900+4.5%Added
Madison Asset Management, LLC21,363$1.63M0.02%+21,363New
Maridea Wealth Management LLC21,765$1.66M0.25%+5,462+33.5%Added
Cantor Fitzgerald, L. P.21,768$1.66M0.05%+21,768New
Pacer Advisors, Inc.22,286$1.70M0.00%+8,854+65.9%Added
M&T Bank Corp22,512$1.72M0.01%−6,033−21.1%Reduced
Two Sigma Investments, LP22,557$1.72M0.00%+10,373+85.1%Added
CIBC Private Wealth Group, LLC22,700$1.73M0.00%+968+4.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH23,075$1.76M0.00%+49+0.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)23,764$1.81M0.00%+1,551+7.0%Added
American Century Companies Inc24,940$1.90M0.00%−94−0.4%Reduced
State of New Jersey Common Pension Fund D25,005$1.91M0.01%−1,278−4.9%Reduced
Yousif Capital Management, LLC21,049$1.93M0.02%−396−1.8%Reduced
Arcadia Investment Management Corp26,624$2.03M0.33%+2,074+8.4%Added
State of Tennessee, Treasury Department22,823$2.08M0.01%−977−4.1%Reduced
Wesbanco Bank Inc27,500$2.10M0.06%00.0%Unchanged
Bridges Investment Management Inc27,777$2.12M0.03%−3,550−11.3%Reduced
Prelude Capital Management, LLC27,870$2.13M0.16%+10,770+63.0%Added
Police & Firemen's Retirement System of New Jersey28,059$2.14M0.02%−1,829−6.1%Reduced
Treasurer of the State of North Carolina28,155$2.15M0.01%−2,060−6.8%Reduced
Mutual of America Capital Management LLC28,163$2.15M0.02%−3,089−9.9%Reduced
Strategic Wealth Partners, Ltd.29,065$2.22M0.15%−2,795−8.8%Reduced
Verition Fund Management LLC29,336$2.24M0.01%−17,734−37.7%Reduced
Kettle Hill Capital Management, LLC30,053$2.29M0.51%+30,053New
Janus Henderson Group PLC31,118$2.37M0.00%+2,208+7.6%Added
Neuberger Berman Group LLC31,155$2.38M0.00%−8,782−22.0%Reduced
Amalgamated Bank32,218$2.46M0.02%−1,316−3.9%Reduced
ExodusPoint Capital Management, LP33,408$2.55M0.03%+33,408New
Campbell & CO Investment Adviser LLC34,906$2.66M0.13%+34,906New
Capital Advisors Inc35,964$2.74M0.04%−79−0.2%Reduced
Nomura Asset Management International Inc.36,196$2.76M0.00%+36,196New
MetLife Investment Management36,297$2.77M0.01%−1,657−4.4%Reduced
Bahl & Gaynor Inc36,868$2.81M0.01%−19,968−35.1%Reduced
Cetera Investment Advisers36,878$2.81M0.00%+1,214+3.4%Added
New York State Teachers Retirement System38,642$2.95M0.01%+10,300+36.3%Added
Great West Life Assurance Co39,298$3.00M0.01%−1,511−3.7%Reduced
Balyasny Asset Management LLC39,538$3.01M0.01%−69,320−63.7%Reduced
LPL Financial LLC41,419$3.16M0.00%+4,313+11.6%Added
Value Aligned Research Advisors, LLC41,956$3.20M0.07%−485,918−92.1%Reduced
Clean Energy Transition LLP44,134$3.37M0.28%−469,308−91.4%Reduced
We Are One Seven, LLC44,226$3.37M0.07%−2,296−4.9%Reduced
US Bancorp44,265$3.38M0.00%+209+0.5%Added
Stifel Financial Corp45,677$3.48M0.00%+1,778+4.1%Added
Teachers Retirement System of the State of Kentucky46,642$3.56M0.03%−242−0.5%Reduced
Manufacturers Life Insurance Company, The49,868$3.80M0.00%−1,074−2.1%Reduced
State Board of Administration of Florida Retirement System50,119$3.82M0.01%−494−1.0%Reduced
11 Capital Partners LP50,262$3.83M1.14%−81,111−61.7%Reduced
Scalar Gauge Management, LLC51,000$3.89M2.58%+51,000New
B. Metzler seel. Sohn & Co. AG52,090$3.97M0.03%−1,872−3.5%Reduced
Van Eck Associates Corp54,617$4.17M0.00%−3,119−5.4%Reduced
Ascent Group, LLC59,138$4.51M0.15%+3,509+6.3%Added
Lighthouse Investment Partners, LLC60,268$4.60M0.15%+25,268+72.2%Added
CenterBook Partners LP60,751$4.63M0.23%+17,743+41.3%Added
Trexquant Investment LP60,969$4.65M0.04%+60,969New
State of Wisconsin Investment Board63,330$4.83M0.01%−1,497−2.3%Reduced
California State Teachers Retirement System65,558$5.00M0.01%+916+1.4%Added
XTX Topco Ltd65,938$5.03M0.13%+65,938New
Barclays PLC67,228$5.13M0.00%−14,953−18.2%Reduced