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