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, Q1 2026
Institutional positions in Aaon, Inc. as of Mar 31, 2026. 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
- 402
- +8 vs. Q4 2025
- Shares held
- 69.8M
- +3.51M (+5.3%) vs. Q4 2025
- Total value
- $5.77B
- +$708.3M (+14.0%) vs. Q4 2025
- New holders
- 60
- 152 more added
- Sold out
- 52
- 136 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 7,977,164 | $660.1M | 0.12% | +1,137,887+16.6% | Added |
| BlackRock, Inc. | 6,560,422 | $542.9M | 0.01% | +163,672+2.6% | Added |
| Vanguard Capital Management LLC | 3,099,121 | $256.5M | 0.01% | +3,099,121 | New |
| Vanguard Portfolio Management LLC | 2,908,091 | $240.6M | 0.01% | +2,908,091 | New |
| Wasatch Advisors Inc | 2,268,118 | $187.7M | 1.25% | +436,704+23.8% | Added |
| State Street Corp | 2,062,614 | $170.7M | 0.01% | +18,873+0.9% | Added |
| First Trust Advisors LP | 2,013,215 | $166.6M | 0.12% | +364,101+22.1% | Added |
| Geneva Capital Management LLC | 1,721,631 | $142.5M | 3.03% | −128,012−6.9% | Reduced |
| Blair William & Co | 1,622,203 | $134.2M | 0.38% | −56,822−3.4% | Reduced |
| Champlain Investment Partners, LLC | 1,602,006 | $132.6M | 1.68% | −62,697−3.8% | Reduced |
| Impax Asset Management Group plc | 1,436,288 | $118.9M | 0.83% | +32,640+2.3% | Added |
| Geode Capital Management, LLC | 1,426,802 | $118.1M | 0.01% | +45,499+3.3% | Added |
| Dimensional Fund Advisors LP | 1,384,832 | $114.6M | 0.02% | −23,600−1.7% | Reduced |
| Conestoga Capital Advisors, LLC | 1,270,237 | $105.1M | 2.10% | −505,776−28.5% | Reduced |
| Capital World Investors | 1,264,278 | $104.6M | 0.01% | +683,504+117.7% | Added |
| Morgan Stanley | 1,254,403 | $103.8M | 0.01% | −433,268−25.7% | Reduced |
| Franklin Resources Inc | 1,219,260 | $100.9M | 0.02% | −3,446−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,064,145 | $88.1M | 0.26% | −168,004−13.6% | Reduced |
| Spyglass Capital Management LLC | 858,840 | $71.1M | 5.03% | −340,081−28.4% | Reduced |
| Mawer Investment Management Ltd. | 848,583 | $70.2M | 0.45% | +82,376+10.8% | Added |
| Bamco Inc | 844,377 | $69.9M | 0.21% | +106,361+14.4% | Added |
| Copeland Capital Management, LLC | 787,617 | $65.2M | 1.45% | −12,360−1.5% | Reduced |
| Ameriprise Financial Inc | 787,010 | $65.1M | 0.02% | −512,249−39.4% | Reduced |
| JPMorgan Chase & Co | 827,480 | $64.7M | 0.00% | −35,819−4.1% | Reduced |
| Northern Trust Corp | 743,485 | $61.5M | 0.01% | −8,155−1.1% | Reduced |
| FMR LLC | 735,972 | $60.9M | 0.00% | −534,844−42.1% | Reduced |
| Charles Schwab Investment Management Inc | 729,178 | $60.3M | 0.01% | +32,081+4.6% | Added |
| Bokf, NA | 681,678 | $56.4M | 0.86% | −800.0% | Reduced |
| Brown Advisory Inc | 672,849 | $55.7M | 0.09% | −112,292−14.3% | Reduced |
| Pictet Asset Management Holding SA | 671,212 | $55.5M | 0.06% | −208,255−23.7% | Reduced |
| Stephens Investment Management Group LLC | 634,114 | $52.5M | 0.72% | −2,182−0.3% | Reduced |
| Federated Hermes, Inc. | 476,973 | $39.5M | 0.06% | −70,921−12.9% | Reduced |
| Royce & Associates LP | 472,482 | $39.1M | 0.39% | +4,986+1.1% | Added |
| Bank of New York Mellon Corp | 442,472 | $36.6M | 0.01% | −10,764−2.4% | Reduced |
| Vanguard Fiduciary Trust Co | 431,869 | $35.7M | 0.01% | +431,869 | New |
| Pembroke Management, LTD | 430,089 | $35.6M | 5.15% | −117,126−21.4% | Reduced |
| SEI Investments Co | 418,095 | $34.6M | 0.03% | −38,535−8.4% | Reduced |
| Amundi | 402,187 | $33.3M | 0.01% | −37,507−8.5% | Reduced |
| UBS Group AG | 400,744 | $33.2M | 0.01% | −60,256−13.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 390,246 | $32.3M | 0.08% | +52,659+15.6% | Added |
| Citadel Advisors LLC | 375,367 | $31.1M | 0.02% | −16,551−4.2% | Reduced |
| Bank of America Corp | 352,690 | $29.2M | 0.00% | −76,633−17.8% | Reduced |
| Envestnet Asset Management Inc | 324,466 | $26.8M | 0.01% | +54,867+20.4% | Added |
| Senvest Management, LLC | 310,740 | $25.7M | 0.86% | +121,200+63.9% | Added |
| Riverbridge Partners LLC | 302,369 | $25.0M | 0.61% | −52,001−14.7% | Reduced |
| Freestone Grove Partners LP | 291,896 | $24.2M | 0.18% | +288,296+8,008.2% | Added |
| ArrowMark Colorado Holdings LLC | 280,196 | $23.2M | 0.62% | +73,628+35.6% | Added |
| Two Sigma Investments, LP | 280,014 | $23.2M | 0.02% | +257,457+1,141.4% | Added |
| American Capital Management Inc | 276,884 | $22.9M | 1.23% | +5,147+1.9% | Added |
| Raymond James Financial Inc | 266,757 | $21.7M | 0.01% | −11,432−4.1% | Reduced |
| Ranger Investment Management, L.P. | 257,410 | $21.3M | 1.54% | −162,926−38.8% | Reduced |
| Wells Fargo & Company | 252,922 | $20.9M | 0.00% | −21,110−7.7% | Reduced |
| Rockefeller Capital Management L.P. | 249,644 | $20.7M | 0.04% | −76,819−23.5% | Reduced |
| WCM Investment Management, LLC | 255,786 | $20.0M | 0.05% | −9,377−3.5% | Reduced |
| Goldman Sachs Group Inc | 239,451 | $19.8M | 0.00% | +73,840+44.6% | Added |
| Voya Investment Management LLC | 236,849 | $19.6M | 0.02% | −167,802−41.5% | Reduced |
| Summit Partners Public Asset Management, LLC | 225,000 | $18.6M | 0.86% | +225,000 | New |
| Retirement Systems of Alabama | 216,024 | $17.9M | 0.06% | +1,746+0.8% | Added |
| Swedbank AB | 216,000 | $17.9M | 0.02% | −89,000−29.2% | Reduced |
| UBS Asset Management Americas Inc | 211,913 | $17.5M | 0.00% | +6,735+3.3% | Added |
| Fifth Third Bancorp | 211,316 | $17.5M | 0.03% | +206,721+4,498.8% | Added |
| EULAV Asset Management | 208,500 | $17.3M | 0.55% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 204,722 | $16.9M | 0.03% | +168,526+465.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 201,832 | $16.7M | 0.61% | +201,832 | New |
| Nuveen, LLC | 192,503 | $15.9M | 0.00% | +7,371+4.0% | Added |
| Rhumbline Advisers | 191,378 | $15.8M | 0.01% | +4,039+2.2% | Added |
| Aperture Investors, LLC | 182,412 | $15.1M | 1.91% | −77,800−29.9% | Reduced |
| Silvercrest Asset Management Group LLC | 169,022 | $14.0M | 0.10% | −17,372−9.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 166,031 | $13.7M | 0.19% | −5,345−3.1% | Reduced |
| Allied Investment Advisors, LLC | 160,040 | $13.2M | 1.90% | +5,478+3.5% | Added |
| Kennedy Capital Management, Inc. | 159,924 | $13.2M | 0.28% | −15,807−9.0% | Reduced |
| Ensign Peak Advisors, Inc | 157,850 | $13.1M | 0.02% | +26,650+20.3% | Added |
| Jacobson & Schmitt Advisors, LLC | 155,986 | $12.9M | 2.34% | +155,986 | New |
| Toroso Investments, LLC | 152,380 | $12.6M | 0.04% | −70,639−31.7% | Reduced |
| Principal Financial Group Inc | 152,249 | $12.6M | 0.01% | +7,254+5.0% | Added |
| Granite Investment Partners, LLC | 139,236 | $11.5M | 0.71% | −10,442−7.0% | Reduced |
| Price T Rowe Associates Inc | 139,118 | $11.5M | 0.00% | −113,423−44.9% | Reduced |
| BLI - Banque de Luxembourg Investments | 147,200 | $11.4M | 0.34% | 00.0% | Unchanged |
| Swiss National Bank | 137,125 | $11.3M | 0.01% | +400+0.3% | Added |
| Peregrine Capital Management LLC | 123,807 | $10.2M | 0.38% | −5,272−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 120,133 | $9.94M | 0.01% | +30,444+33.9% | Added |
| Invesco Ltd. | 118,393 | $9.80M | 0.00% | −1,371−1.1% | Reduced |
| Thrivent Financial for Lutherans | 116,756 | $9.66M | 0.02% | +101,518+666.2% | Added |
| King Luther Capital Management Corp | 116,297 | $9.62M | 0.04% | +766+0.7% | Added |
| Standard Life Aberdeen plc | 114,616 | $9.48M | 0.02% | −10,056−8.1% | Reduced |
| Northwest & Ethical Investments L.P. | 113,416 | $9.39M | 0.22% | −4,605−3.9% | Reduced |
| Next Century Growth Investors LLC | 108,535 | $8.98M | 0.65% | −30,846−22.1% | Reduced |
| Royal Bank of Canada | 100,811 | $8.34M | 0.00% | −22,877−18.5% | Reduced |
| RMB Capital Management, LLC | 100,651 | $8.33M | 0.15% | +2,047+2.1% | Added |
| Russell Investments Group, Ltd. | 97,979 | $8.11M | 0.01% | −27,644−22.0% | Reduced |
| Public Employees Retirement System of Ohio | 97,809 | $8.09M | 0.03% | +15,770+19.2% | Added |
| Legal & General Group Plc | 92,044 | $7.62M | 0.00% | −12,543−12.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,811 | $7.01M | 0.01% | −443,709−84.1% | Reduced |
| California Public Employees Retirement System | 83,507 | $6.91M | 0.00% | −11,893−12.5% | Reduced |
| California State Teachers Retirement System | 80,436 | $6.66M | 0.01% | +14,878+22.7% | Added |
| Alliancebernstein L.P. | 81,551 | $6.22M | 0.00% | +781+1.0% | Added |
| SG Americas Securities, LLC | 70,690 | $5.85M | 0.01% | −141,212−66.6% | Reduced |
| New York State Common Retirement Fund | 70,251 | $5.81M | 0.01% | −3,768−5.1% | Reduced |
| Trexquant Investment LP | 69,282 | $5.73M | 0.04% | +8,313+13.6% | Added |
| Vanguard Asset Management, Ltd | 63,950 | $5.29M | 0.00% | +63,950 | New |