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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 71,422 | $5.45M | 0.77% | +3,229+4.7% | Added |
| Barclays PLC | 67,228 | $5.13M | 0.00% | −14,953−18.2% | Reduced |
| XTX Topco Ltd | 65,938 | $5.03M | 0.13% | +65,938 | New |
| California State Teachers Retirement System | 65,558 | $5.00M | 0.01% | +916+1.4% | Added |
| State of Wisconsin Investment Board | 63,330 | $4.83M | 0.01% | −1,497−2.3% | Reduced |
| Trexquant Investment LP | 60,969 | $4.65M | 0.04% | +60,969 | New |
| CenterBook Partners LP | 60,751 | $4.63M | 0.23% | +17,743+41.3% | Added |
| Lighthouse Investment Partners, LLC | 60,268 | $4.60M | 0.15% | +25,268+72.2% | Added |
| Ascent Group, LLC | 59,138 | $4.51M | 0.15% | +3,509+6.3% | Added |
| Van Eck Associates Corp | 54,617 | $4.17M | 0.00% | −3,119−5.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 52,090 | $3.97M | 0.03% | −1,872−3.5% | Reduced |
| Scalar Gauge Management, LLC | 51,000 | $3.89M | 2.58% | +51,000 | New |
| 11 Capital Partners LP | 50,262 | $3.83M | 1.14% | −81,111−61.7% | Reduced |
| State Board of Administration of Florida Retirement System | 50,119 | $3.82M | 0.01% | −494−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 49,868 | $3.80M | 0.00% | −1,074−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 46,642 | $3.56M | 0.03% | −242−0.5% | Reduced |
| Stifel Financial Corp | 45,677 | $3.48M | 0.00% | +1,778+4.1% | Added |
| US Bancorp | 44,265 | $3.38M | 0.00% | +209+0.5% | Added |
| We Are One Seven, LLC | 44,226 | $3.37M | 0.07% | −2,296−4.9% | Reduced |
| Clean Energy Transition LLP | 44,134 | $3.37M | 0.28% | −469,308−91.4% | Reduced |
| Value Aligned Research Advisors, LLC | 41,956 | $3.20M | 0.07% | −485,918−92.1% | Reduced |
| LPL Financial LLC | 41,419 | $3.16M | 0.00% | +4,313+11.6% | Added |
| Balyasny Asset Management LLC | 39,538 | $3.01M | 0.01% | −69,320−63.7% | Reduced |
| Great West Life Assurance Co | 39,298 | $3.00M | 0.01% | −1,511−3.7% | Reduced |
| New York State Teachers Retirement System | 38,642 | $2.95M | 0.01% | +10,300+36.3% | Added |
| Cetera Investment Advisers | 36,878 | $2.81M | 0.00% | +1,214+3.4% | Added |
| Bahl & Gaynor Inc | 36,868 | $2.81M | 0.01% | −19,968−35.1% | Reduced |
| MetLife Investment Management | 36,297 | $2.77M | 0.01% | −1,657−4.4% | Reduced |
| Nomura Asset Management International Inc. | 36,196 | $2.76M | 0.00% | +36,196 | New |
| Capital Advisors Inc | 35,964 | $2.74M | 0.04% | −79−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 34,906 | $2.66M | 0.13% | +34,906 | New |
| ExodusPoint Capital Management, LP | 33,408 | $2.55M | 0.03% | +33,408 | New |
| Amalgamated Bank | 32,218 | $2.46M | 0.02% | −1,316−3.9% | Reduced |
| Neuberger Berman Group LLC | 31,155 | $2.38M | 0.00% | −8,782−22.0% | Reduced |
| Janus Henderson Group PLC | 31,118 | $2.37M | 0.00% | +2,208+7.6% | Added |
| Kettle Hill Capital Management, LLC | 30,053 | $2.29M | 0.51% | +30,053 | New |
| Verition Fund Management LLC | 29,336 | $2.24M | 0.01% | −17,734−37.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 29,065 | $2.22M | 0.15% | −2,795−8.8% | Reduced |
| Mutual of America Capital Management LLC | 28,163 | $2.15M | 0.02% | −3,089−9.9% | Reduced |
| Treasurer of the State of North Carolina | 28,155 | $2.15M | 0.01% | −2,060−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 28,059 | $2.14M | 0.02% | −1,829−6.1% | Reduced |
| Prelude Capital Management, LLC | 27,870 | $2.13M | 0.16% | +10,770+63.0% | Added |
| Bridges Investment Management Inc | 27,777 | $2.12M | 0.03% | −3,550−11.3% | Reduced |
| Wesbanco Bank Inc | 27,500 | $2.10M | 0.06% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 22,823 | $2.08M | 0.01% | −977−4.1% | Reduced |
| Arcadia Investment Management Corp | 26,624 | $2.03M | 0.33% | +2,074+8.4% | Added |
| Yousif Capital Management, LLC | 21,049 | $1.93M | 0.02% | −396−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 25,005 | $1.91M | 0.01% | −1,278−4.9% | Reduced |
| American Century Companies Inc | 24,940 | $1.90M | 0.00% | −94−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,764 | $1.81M | 0.00% | +1,551+7.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,075 | $1.76M | 0.00% | +49+0.2% | Added |
| CIBC Private Wealth Group, LLC | 22,700 | $1.73M | 0.00% | +968+4.5% | Added |
| Two Sigma Investments, LP | 22,557 | $1.72M | 0.00% | +10,373+85.1% | Added |
| M&T Bank Corp | 22,512 | $1.72M | 0.01% | −6,033−21.1% | Reduced |
| Pacer Advisors, Inc. | 22,286 | $1.70M | 0.00% | +8,854+65.9% | Added |
| Cantor Fitzgerald, L. P. | 21,768 | $1.66M | 0.05% | +21,768 | New |
| Maridea Wealth Management LLC | 21,765 | $1.66M | 0.25% | +5,462+33.5% | Added |
| Madison Asset Management, LLC | 21,363 | $1.63M | 0.02% | +21,363 | New |
| KLP Kapitalforvaltning AS | 20,950 | $1.60M | 0.01% | +900+4.5% | Added |
| Campbell Newman Asset Management Inc | 20,871 | $1.59M | 0.12% | −776−3.6% | Reduced |
| Atom Investors LP | 20,715 | $1.58M | 0.13% | −51,417−71.3% | Reduced |
| Diversified Trust Co | 20,466 | $1.56M | 0.03% | +1,638+8.7% | Added |
| Quantinno Capital Management LP | 19,903 | $1.52M | 0.00% | +11,052+124.9% | Added |
| Handelsbanken Fonder AB | 19,524 | $1.49M | 0.00% | −1,300−6.2% | Reduced |
| Bessemer Group Inc | 19,388 | $1.48M | 0.00% | −287−1.5% | Reduced |
| Arizona State Retirement System | 19,378 | $1.48M | 0.01% | −1,065−5.2% | Reduced |
| Daiwa Securities Group Inc. | 19,100 | $1.46M | 0.00% | −1,430−7.0% | Reduced |
| First National Bank of Omaha | 18,881 | $1.44M | 0.04% | +18,881 | New |
| Louisiana State Employees Retirement System | 18,700 | $1.43M | 0.02% | −100−0.5% | Reduced |
| Storebrand Asset Management AS | 18,452 | $1.41M | 0.00% | +83+0.5% | Added |
| Formuepleje A/S | 18,428 | $1.41M | 0.08% | +18,428 | New |
| Olistico Wealth, LLC | 17,903 | $1.37M | 0.67% | 00.0% | Unchanged |
| Westview Management dba Westview Investment Advisors | 17,800 | $1.36M | 0.65% | +17,800 | New |
| Sterling Capital Management LLC | 16,962 | $1.29M | 0.02% | +6,991+70.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,934 | $1.29M | 0.01% | −434−2.5% | Reduced |
| USS Investment Management Ltd | 16,829 | $1.28M | 0.01% | +16,829 | New |
| GWM Advisors LLC | 16,555 | $1.26M | 0.00% | +609+3.8% | Added |
| Pathstone Holdings, LLC | 16,004 | $1.22M | 0.00% | +1,579+10.9% | Added |
| State of Michigan Retirement System | 16,000 | $1.22M | 0.01% | −100−0.6% | Reduced |
| Millennium Management LLC | 15,928 | $1.21M | 0.00% | −13,410−45.7% | Reduced |
| LRT Capital Management, LLC | 15,820 | $1.21M | 1.03% | −6,960−30.6% | Reduced |
| Creative Planning | 15,702 | $1.20M | 0.00% | −2,217−12.4% | Reduced |
| Thrivent Financial for Lutherans | 15,238 | $1.16M | 0.00% | −309−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,141 | $1.15M | 0.01% | +58+0.4% | Added |
| New Mexico Educational Retirement Board | 14,200 | $1.08M | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,071 | $1.07M | 0.00% | −1,662−10.6% | Reduced |
| Dark Forest Capital Management LP | 14,009 | $1.07M | 0.05% | +14,009 | New |
| Janney Montgomery Scott LLC | 13,876 | $1.06M | 0.00% | −3,223−18.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,600 | $1.04M | 0.39% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,515 | $1.03M | 0.01% | −100−0.7% | Reduced |
| Xponance, Inc. | 13,118 | $1.00M | 0.01% | −983−7.0% | Reduced |
| Magnetar Financial LLC | 13,101 | $999.0K | 0.01% | +13,101 | New |
| Barbara Oil Co. | 13,000 | $991.3K | 0.37% | 00.0% | Unchanged |
| Man Group plc | 12,599 | $960.7K | 0.00% | −5,016−28.5% | Reduced |
| Ameritas Investment Partners, Inc. | 12,402 | $945.7K | 0.03% | −283−2.2% | Reduced |
| Two Sigma Securities, LLC | 11,558 | $881.3K | 0.12% | +11,558 | New |
| Captrust Financial Advisors | 11,388 | $868.3K | 0.00% | +1,092+10.6% | Added |
| Kestra Investment Management, LLC | 11,254 | $858.1K | 0.02% | +3,221+40.1% | Added |
| Nisa Investment Advisors, LLC | 11,169 | $851.6K | 0.00% | −50.0% | Reduced |
| Citigroup Inc | 11,139 | $849.3K | 0.00% | −6,522−36.9% | Reduced |