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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 1 | $83 | 0.00% | −29−96.7% | Reduced |
| American Capital Advisory, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $137 | 0.00% | −1−50.0% | Reduced |
| Curio Wealth, LLC | 2 | $166 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $166 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 3 | $248 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 5 | $414 | 0.00% | +3+150.0% | Added |
| Rialto Wealth Management, LLC | 6 | $497 | 0.00% | +3+100.0% | Added |
| Rakuten Securities, Inc. | 7 | $579 | 0.00% | −5−41.7% | Reduced |
| WPG Advisers, LLC | 7 | $579 | 0.00% | +2+40.0% | Added |
| Brown Brothers Harriman & Co | 7 | $579 | 0.00% | +7 | New |
| Golden State Equity Partners | 7 | $579 | 0.00% | +7 | New |
| Stone House Investment Management, LLC | 9 | $745 | 0.00% | +6+200.0% | Added |
| Private Wealth Asset Management, LLC | 10 | $828 | 0.00% | −2−16.7% | Reduced |
| Cromwell Holdings LLC | 10 | $828 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $911 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $993 | 0.00% | +7+140.0% | Added |
| Investors Portfolio Services LLC | 8 | $1.08K | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 15 | $1.24K | 0.00% | −300−95.2% | Reduced |
| Bell Investment Advisors, Inc | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.24K | 0.00% | +5+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $1.32K | 0.00% | +10+166.7% | Added |
| Manchester Capital Management LLC | 17 | $1.41K | 0.00% | −3−15.0% | Reduced |
| Basecamp Wealth Advisors LLC | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $1.82K | 0.00% | +6+37.5% | Added |
| Zions Bancorporation, National Association | 24 | $1.99K | 0.00% | +24 | New |
| Twin Peaks Wealth Advisors, LLC | 24 | $1.99K | 0.00% | +24 | New |
| Keating Financial Advisory Services, Inc. | 28 | $2.32K | 0.00% | +16+133.3% | Added |
| Valued Wealth Advisors LLC | 30 | $2.48K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $2.81K | 0.00% | +20+142.9% | Added |
| Richardson Capital Management LLC | 41 | $3.39K | 0.00% | +41 | New |
| JNBA Financial Advisors | 42 | $3.48K | 0.00% | +42 | New |
| Rossby Financial, LCC | 44 | $3.68K | 0.00% | +20+83.3% | Added |
| TD Private Client Wealth LLC | 45 | $3.72K | 0.00% | −4−8.2% | Reduced |
| Private Trust Co NA | 45 | $3.73K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 49 | $4.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.47K | 0.00% | +10+22.7% | Added |
| Larson Financial Group LLC | 55 | $4.55K | 0.00% | +48+685.7% | Added |
| JFS Wealth Advisors, LLC | 57 | $4.72K | 0.00% | +4+7.5% | Added |
| Farmers & Merchants Investments Inc | 60 | $4.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 60 | $5.00K | 0.00% | −46−43.4% | Reduced |
| Synergy Investment Management, LLC | 62 | $5.13K | 0.00% | +62 | New |
| Itau Unibanco Holding S.A. | 65 | $5.38K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 58 | $5.68K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 94 | $7.39K | 0.00% | +94 | New |
| Wolff Wiese Magana LLC | 91 | $7.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $8.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.11K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $8.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 107 | $8.86K | 0.00% | +107 | New |
| Northwestern Mutual Wealth Management Co | 108 | $8.94K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 115 | $9.52K | 0.00% | −28−19.6% | Reduced |
| Natixis | 143 | $11.8K | 0.00% | +143 | New |
| Smartleaf Asset Management LLC | 155 | $12.2K | 0.00% | −276−64.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 158 | $13.1K | 0.00% | −7−4.2% | Reduced |
| Whittier Trust Co | 162 | $13.2K | 0.00% | −229−58.6% | Reduced |
| First Horizon Corp | 170 | $14.1K | 0.00% | +73+75.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 176 | $14.6K | 0.00% | −181−50.7% | Reduced |
| Massmutual Trust Co FSB | 176 | $14.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 206 | $17.0K | 0.00% | +206 | New |
| Park Place Capital Corp | 217 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 230 | $21.5K | 0.00% | +1+0.4% | Added |
| Centerpoint Advisors, LLC | 260 | $22.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 276 | $22.8K | 0.00% | −465−62.8% | Reduced |
| Root Financial Partners, LLC | 279 | $23.1K | 0.00% | +35+14.3% | Added |
| Westside Investment Management, Inc. | 280 | $23.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 316 | $26.5K | 0.00% | +11+3.6% | Added |
| Los Angeles Capital Management LLC | 321 | $26.6K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 342 | $28.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 349 | $28.9K | 0.00% | +27+8.4% | Added |
| Signaturefd, LLC | 373 | $30.9K | 0.00% | −194−34.2% | Reduced |
| CWM, LLC | 442 | $36.6K | 0.00% | −102−18.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 479 | $39.6K | 0.00% | +479 | New |
| Erste Asset Management GmbH | 500 | $41.4K | 0.00% | −1,500−75.0% | Reduced |
| EverSource Wealth Advisors, LLC | 549 | $45.4K | 0.00% | +178+48.0% | Added |
| Ronald Blue Trust, Inc. | 582 | $48.2K | 0.00% | −167−22.3% | Reduced |
| Simplex Trading, LLC | 607 | $50.2K | 0.00% | +607 | New |
| Huntington National Bank | 777 | $64.3K | 0.00% | +88+12.8% | Added |
| SRS Capital Advisors, Inc. | 449 | $66.9K | 0.00% | −458−50.5% | Reduced |
| Umb Bank N A | 924 | $76.5K | 0.00% | +39+4.4% | Added |
| Parallel Advisors, LLC | 957 | $79.2K | 0.00% | +19+2.0% | Added |
| Clear Street Markets LLC | 1,024 | $84.7K | 0.04% | +435+73.9% | Added |
| CVA Family Office, LLC | 1,181 | $97.7K | 0.01% | +58+5.2% | Added |
| Trust Co of Toledo NA | 1,230 | $101.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,274 | $105.4K | 0.00% | +519+68.7% | Added |
| Hilltop National Bank | 1,332 | $110.2K | 0.03% | +236+21.5% | Added |
| RiverPark Advisors, LLC | 1,351 | $111.8K | 0.04% | −357−20.9% | Reduced |
| State of Wyoming | 1,422 | $117.7K | 0.01% | +2+0.1% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,455 | $120.4K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,494 | $123.6K | 0.01% | +30+2.0% | Added |
| Hantz Financial Services, Inc. | 1,514 | $125.0K | 0.00% | +462+43.9% | Added |
| Acropolis Investment Management, LLC | 1,518 | $125.6K | 0.01% | +1,518 | New |
| STRS Ohio | 1,607 | $133.0K | 0.00% | −3−0.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $156.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,100 | $173.8K | 0.00% | −715−25.4% | Reduced |
| KBC Group NV | 2,323 | $192.0K | 0.00% | +442+23.5% | Added |
| Sequoia Financial Advisors, LLC | 2,484 | $205.6K | 0.00% | −1,422−36.4% | Reduced |