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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 10,764 | $820.8K | 0.05% | −737−6.4% | Reduced |
| L2 Asset Management, LLC | 10,617 | $809.6K | 0.11% | +4,373+70.0% | Added |
| Glenmede Trust Co NA | 10,222 | $779.4K | 0.00% | +10,222 | New |
| Victory Capital Management Inc | 10,176 | $775.9K | 0.00% | +10+0.1% | Added |
| Vancity Investment Management Ltd | 10,168 | $775.0K | 0.11% | −508−4.8% | Reduced |
| Virginia Retirement Systems Et Al | 10,150 | $773.9K | 0.00% | +10,150 | New |
| Global Retirement Partners, LLC | 10,035 | $765.2K | 0.01% | +2,599+35.0% | Added |
| Perigon Wealth Management, LLC | 9,781 | $745.8K | 0.01% | +9,781 | New |
| David Loasby | 8,509 | $726.4K | 0.05% | −868−9.3% | Reduced |
| AQR Capital Management LLC | 9,054 | $690.4K | 0.00% | −11,613−56.2% | Reduced |
| JustInvest LLC | 8,735 | $666.0K | 0.01% | +502+6.1% | Added |
| Tributary Capital Management, LLC | 8,648 | $659.4K | 0.06% | +8,648 | New |
| Tulsa Wealth Advisors, INC | 8,463 | $645.3K | 0.21% | +8,463 | New |
| Boreal Capital Management LLC | 8,430 | $642.8K | 0.48% | +8,430 | Added |
| Chicago Trust Co NA | 8,258 | $629.7K | 0.10% | −878−9.6% | Reduced |
| Northstar Group, Inc. | 8,200 | $625.3K | 0.09% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 7,934 | $605.0K | 0.01% | −4,953−38.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,895 | $602.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 7,693 | $586.6K | 0.01% | −162−2.1% | Reduced |
| Summitry LLC | 7,635 | $582.2K | 0.02% | +1,275+20.0% | Added |
| HighTower Advisors, LLC | 7,625 | $581.4K | 0.00% | −1,846−19.5% | Reduced |
| Savant Capital, LLC | 7,609 | $580.2K | 0.00% | +56+0.7% | Added |
| Cadent Capital Advisors, LLC | 7,593 | $579.0K | 0.15% | 00.0% | Unchanged |
| Bank of Montreal | 7,317 | $557.9K | 0.00% | −7,696−51.3% | Reduced |
| Harbor Capital Advisors, Inc. | 7,059 | $538.0K | 0.04% | +748+11.9% | Added |
| Quadrant Capital Group LLC | 6,819 | $519.9K | 0.02% | −40−0.6% | Reduced |
| Blalock Williams, LLC | 6,799 | $518.4K | 0.41% | +984+16.9% | Added |
| Cresset Asset Management, LLC | 6,750 | $514.7K | 0.00% | +24+0.4% | Added |
| State of Alaska, Department of Revenue | 6,740 | $513.0K | 0.01% | −540−7.4% | Reduced |
| Central Trust Co | 6,694 | $510.4K | 0.01% | +4+0.1% | Added |
| Peterson Wealth Services | 6,692 | $510.2K | 0.13% | +5,046+306.6% | Added |
| Advisor Group Holdings, Inc. | 6,590 | $502.8K | 0.00% | +862+15.0% | Added |
| Deutsche Bank AG | 6,555 | $499.8K | 0.00% | −578−8.1% | Reduced |
| CI Private Wealth, LLC | 6,397 | $487.7K | 0.00% | +6,397 | New |
| Wealth Enhancement Advisory Services, LLC | 5,926 | $484.0K | 0.00% | +1,026+20.9% | Added |
| Kestra Private Wealth Services, LLC | 6,280 | $478.8K | 0.01% | +1,557+33.0% | Added |
| The PNC Financial Services Group, Inc. | 6,212 | $473.7K | 0.00% | +2,118+51.7% | Added |
| CWM Advisors, LLC | 6,099 | $465.0K | 0.04% | +1,239+25.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,888 | $449.0K | 0.00% | +342+6.2% | Added |
| Toronto Dominion Bank | 5,889 | $448.4K | 0.00% | +99+1.7% | Added |
| Cynosure Management, LLC | 5,770 | $440.0K | 0.04% | −5,409−48.4% | Reduced |
| Trust Point Inc. | 5,690 | $433.9K | 0.03% | +5,690 | New |
| MidFirst Bank | 5,596 | $426.7K | 0.03% | +5,596 | New |
| Snowden Capital Advisors LLC | 5,531 | $421.7K | 0.01% | +33+0.6% | Added |
| Cim, LLC | 5,429 | $414.0K | 0.05% | −245−4.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,416 | $413.0K | 0.00% | −1,422−20.8% | Reduced |
| Advisory Services Network, LLC | 5,406 | $412.2K | 0.01% | +1,251+30.1% | Added |
| New York Life Investment Management LLC | 5,273 | $402.1K | 0.00% | +5,273 | New |
| Round Rock Advisors, LLC | 5,258 | $400.9K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,118 | $390.2K | 0.10% | −2,640−34.0% | Reduced |
| Engineers Gate Manager LP | 5,102 | $389.0K | 0.00% | +5,102 | New |
| Federation des caisses Desjardins du Quebec | 5,011 | $382.1K | 0.00% | +846+20.3% | Added |
| Gabelli Funds LLC | 5,000 | $381.3K | 0.00% | −6,000−54.5% | Reduced |
| MML Investors Services, LLC | 4,990 | $380.5K | 0.00% | +780+18.5% | Added |
| Beto Financial Group, LLC | 4,191 | $377.5K | 0.25% | +4,191 | New |
| Securian Asset Management, Inc | 4,925 | $375.5K | 0.01% | −100−2.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $373.6K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 4,843 | $369.3K | 0.00% | −589−10.8% | Reduced |
| Summit Trail Advisors, LLC | 4,832 | $368.4K | 0.01% | −1,113−18.7% | Reduced |
| Keebeck Wealth Management, LLC | 4,760 | $362.9K | 0.04% | 00.0% | Unchanged |
| First National Advisers, LLC | 4,722 | $360.1K | 0.05% | +4,722 | New |
| Savvy Advisors, Inc. | 4,690 | $357.6K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,649 | $354.5K | 0.00% | +4,649 | New |
| Fifth Third Bancorp | 4,595 | $350.4K | 0.00% | +8+0.2% | Added |
| SummitTX Capital, L.P. | 4,546 | $346.6K | 0.01% | +4,546 | New |
| Park Avenue Securities LLC | 4,374 | $334.0K | 0.00% | +48+1.1% | Added |
| Crossmark Global Holdings, Inc. | 4,196 | $319.9K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,178 | $318.6K | 0.01% | +4,178 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,024 | $306.8K | 0.01% | +4,024 | New |
| Norden Group LLC | 4,018 | $306.4K | 0.03% | −3,214−44.4% | Reduced |
| Portside Wealth Group, LLC | 4,008 | $305.6K | 0.04% | −2,419−37.6% | Reduced |
| Evergreen Capital Management LLC | 3,946 | $300.9K | 0.01% | −855−17.8% | Reduced |
| Headlands Technologies LLC | 3,944 | $300.7K | 0.03% | +3,944 | New |
| Sequoia Financial Advisors, LLC | 3,906 | $297.8K | 0.00% | +1,125+40.5% | Added |
| Blueshift Asset Management, LLC | 3,818 | $291.1K | 0.08% | +3,818 | New |
| EntryPoint Capital, LLC | 3,751 | $286.0K | 0.11% | +3,751 | New |
| Index Fund Advisors, Inc. | 3,684 | $280.9K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,653 | $278.6K | 0.01% | +375+11.4% | Added |
| 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 |
| Everence Capital Management Inc | 3,590 | $274.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,577 | $272.8K | 0.04% | +282+8.6% | Added |
| Regions Financial Corp | 3,551 | $270.8K | 0.00% | −13,964−79.7% | Reduced |
| Smith, Moore & Co. | 3,551 | $270.8K | 0.02% | +5+0.1% | Added |
| Kestra Advisory Services, LLC | 3,511 | $267.7K | 0.00% | +3,511 | New |
| O'Shaughnessy Asset Management, LLC | 3,289 | $250.8K | 0.00% | +311+10.4% | Added |
| Vident Advisory, LLC | 3,271 | $249.4K | 0.00% | −2,829−46.4% | Reduced |
| Swiss Life Asset Management Ltd | 3,214 | $245.1K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,149 | $240.1K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,489 | $240.0K | 0.01% | −16−0.6% | Reduced |
| Third View Private Wealth, LLC | 3,069 | $234.0K | 0.03% | +3,069 | New |
| Axq Capital, LP | 3,052 | $232.7K | 0.05% | +3,052 | New |
| Tower Research Capital LLC (TRC) | 3,016 | $230.0K | 0.01% | +11+0.4% | Added |
| Ardsley Advisory Partners LP | 3,000 | $228.8K | 0.03% | −29,200−90.7% | Reduced |
| Oak Ridge Investments LLC | 2,934 | $223.7K | 0.01% | −17,964−86.0% | Reduced |
| Mirabella Financial Services LLP | 2,925 | $223.0K | 0.02% | +2,925 | New |
| Prudential Financial Inc | 2,918 | $222.5K | 0.00% | −2,598−47.1% | Reduced |
| Brighton Securities Corp. | 2,881 | $219.7K | 0.11% | +356+14.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,815 | $214.6K | 0.00% | +86+3.2% | Added |