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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 2,506 | $207.4K | 0.00% | +2,506 | New |
| Vawter Financial, Ltd. | 2,710 | $224.3K | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,714 | $224.6K | 0.00% | +2+0.1% | Added |
| TCG Advisory Services, LLC | 2,719 | $225.0K | 0.01% | +2,719 | New |
| Caitong International Asset Management Co., Ltd | 2,762 | $228.6K | 0.04% | +2,631+2,008.4% | Added |
| SBI Securities Co., Ltd. | 2,396 | $228.7K | 0.01% | +2,156+898.3% | Added |
| Y.D. More Investments Ltd | 2,812 | $232.7K | 0.01% | +2,812 | New |
| Skopos Labs, Inc. | 2,816 | $233.0K | 0.01% | +2,816 | New |
| DRW Securities, LLC | 2,830 | $234.2K | 0.01% | +2,830 | New |
| Dynamic Technology Lab Private Ltd | 3,096 | $256.2K | 0.04% | +3,096 | New |
| O'Shaughnessy Asset Management, LLC | 3,141 | $259.9K | 0.00% | −148−4.5% | Reduced |
| Maryland State Retirement & Pension System | 3,149 | $260.6K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,257 | $269.5K | 0.04% | −320−8.9% | Reduced |
| Farringdon Capital, Ltd. | 3,478 | $287.8K | 0.06% | +3,478 | New |
| Smith, Moore & Co. | 3,555 | $294.2K | 0.02% | +4+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 3,556 | $294.3K | 0.07% | −1,562−30.5% | Reduced |
| Everence Capital Management Inc | 3,590 | $297.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,600 | $297.9K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 3,600 | $297.9K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 3,666 | $303.4K | 0.00% | +3,666 | New |
| Federation des caisses Desjardins du Quebec | 3,768 | $311.8K | 0.00% | −1,243−24.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,960 | $328.0K | 0.00% | −2,630−39.9% | Reduced |
| Oak Ridge Investments LLC | 4,025 | $333.1K | 0.02% | +1,091+37.2% | Added |
| Vident Advisory, LLC | 4,052 | $335.3K | 0.00% | +781+23.9% | Added |
| HBK Sorce Advisory LLC | 2,450 | $342.2K | 0.01% | −39−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,150 | $343.4K | 0.01% | −46−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,233 | $344.4K | 0.00% | −1,693−28.6% | Reduced |
| Swiss Life Asset Management Ltd | 4,219 | $349.1K | 0.00% | +1,005+31.3% | Added |
| Norden Group LLC | 4,288 | $354.9K | 0.03% | +270+6.7% | Added |
| Truist Financial Corp | 4,328 | $358.1K | 0.00% | −515−10.6% | Reduced |
| Snowden Capital Advisors LLC | 4,329 | $358.2K | 0.01% | −1,202−21.7% | Reduced |
| MML Investors Services, LLC | 4,336 | $358.8K | 0.00% | −654−13.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,363 | $361.0K | 0.00% | −1,525−25.9% | Reduced |
| AlphaCore Capital LLC | 4,421 | $365.8K | 0.01% | +768+21.0% | Added |
| SummitTX Capital, L.P. | 4,622 | $382.5K | 0.01% | +76+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,626 | $382.8K | 0.00% | −790−14.6% | Reduced |
| Park Avenue Securities LLC | 4,673 | $387.0K | 0.00% | +299+6.8% | Added |
| Blueshift Asset Management, LLC | 4,682 | $387.4K | 0.12% | +864+22.6% | Added |
| Tower Research Capital LLC (TRC) | 4,757 | $393.6K | 0.01% | +1,741+57.7% | Added |
| Keebeck Wealth Management, LLC | 4,760 | $393.9K | 0.04% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,823 | $399.1K | 0.01% | +133+2.8% | Added |
| Jones Financial Companies LLLP | 4,934 | $402.0K | 0.00% | +4,498+1,031.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $405.5K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,925 | $407.5K | 0.02% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,000 | $413.8K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,134 | $424.8K | 0.01% | +5,134 | New |
| First National Advisers, LLC | 5,259 | $435.2K | 0.06% | +537+11.4% | Added |
| Round Rock Advisors, LLC | 5,345 | $442.3K | 0.07% | +87+1.7% | Added |
| Cim, LLC | 5,429 | $449.3K | 0.06% | 00.0% | Unchanged |
| MidFirst Bank | 5,596 | $463.1K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,827 | $480.6K | 0.00% | −570−8.9% | Reduced |
| Evergreen Capital Management LLC | 5,851 | $484.2K | 0.01% | +1,905+48.3% | Added |
| Trust Point Inc. | 6,144 | $508.4K | 0.04% | +454+8.0% | Added |
| Toronto Dominion Bank | 6,254 | $518.0K | 0.00% | +365+6.2% | Added |
| Advisory Services Network, LLC | 6,330 | $523.8K | 0.01% | +924+17.1% | Added |
| Deutsche Bank AG | 6,454 | $534.1K | 0.00% | −101−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 6,516 | $539.2K | 0.01% | +236+3.8% | Added |
| Beto Financial Group, LLC | 4,191 | $541.7K | 0.32% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,617 | $547.6K | 0.00% | −133−2.0% | Reduced |
| Neo Ivy Capital Management | 6,698 | $554.3K | 0.15% | +6,698 | New |
| Central Trust Co | 6,702 | $554.6K | 0.01% | +8+0.1% | Added |
| State of Alaska, Department of Revenue | 6,830 | $565.0K | 0.01% | +90+1.3% | Added |
| Summit Trail Advisors, LLC | 6,911 | $571.9K | 0.01% | +2,079+43.0% | Added |
| Quadrant Capital Group LLC | 7,020 | $580.9K | 0.02% | +201+2.9% | Added |
| Blalock Williams, LLC | 7,030 | $581.7K | 0.45% | +231+3.4% | Added |
| Prudential Financial Inc | 7,083 | $586.1K | 0.00% | +4,165+142.7% | Added |
| Peterson Wealth Services | 7,186 | $594.6K | 0.15% | +494+7.4% | Added |
| HighTower Advisors, LLC | 7,213 | $596.9K | 0.00% | −412−5.4% | Reduced |
| AQR Capital Management LLC | 7,599 | $624.5K | 0.00% | −1,455−16.1% | Reduced |
| Cadent Capital Advisors, LLC | 7,593 | $628.3K | 0.17% | 00.0% | Unchanged |
| Summitry LLC | 7,830 | $648.0K | 0.02% | +195+2.6% | Added |
| Public Employees Retirement Association of Colorado | 7,895 | $653.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 7,940 | $657.0K | 0.00% | +623+8.5% | Added |
| New York Life Investment Management LLC | 7,953 | $658.1K | 0.01% | +2,680+50.8% | Added |
| The PNC Financial Services Group, Inc. | 7,983 | $660.6K | 0.00% | +1,771+28.5% | Added |
| Callan Family Office, LLC | 8,010 | $662.8K | 0.02% | +3,832+91.7% | Added |
| Glenmede Trust Co NA | 8,043 | $665.6K | 0.00% | −2,179−21.3% | Reduced |
| Northstar Group, Inc. | 8,200 | $678.5K | 0.10% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,309 | $687.6K | 0.00% | +700+9.2% | Added |
| Kovitz Investment Group Partners, LLC | 8,414 | $696.3K | 0.02% | +480+6.0% | Added |
| Boreal Capital Management LLC | 8,429 | $697.5K | 0.61% | −10.0% | Reduced |
| Numerai GP LLC | 8,483 | $702.0K | 0.07% | +8,483 | New |
| Man Group plc | 8,727 | $722.2K | 0.00% | −3,872−30.7% | Reduced |
| Allstate Corp | 8,839 | $731.4K | 0.01% | +8,839 | New |
| JustInvest LLC | 8,863 | $733.4K | 0.01% | +128+1.5% | Added |
| Atria Investments LLC | 8,957 | $741.2K | 0.01% | +1,264+16.4% | Added |
| Chicago Trust Co NA | 8,995 | $744.3K | 0.12% | +737+8.9% | Added |
| Kestra Investment Management, LLC | 9,083 | $751.6K | 0.01% | −2,171−19.3% | Reduced |
| Quantbot Technologies LP | 9,088 | $752.0K | 0.03% | +9,088 | New |
| Perigon Wealth Management, LLC | 9,111 | $753.9K | 0.01% | −670−6.9% | Reduced |
| Jane Street Group, LLC | 9,333 | $772.3K | 0.00% | +4,684+100.8% | Added |
| CWM Advisors, LLC | 9,373 | $775.6K | 0.05% | +3,274+53.7% | Added |
| Nicolet Bankshares Inc | 9,333 | $780.7K | 0.03% | +9,333 | New |
| Sterling Capital Management LLC | 9,485 | $784.9K | 0.01% | −7,477−44.1% | Reduced |
| LRT Capital Management, LLC | 9,560 | $791.1K | 0.74% | −6,260−39.6% | Reduced |
| Tributary Capital Management, LLC | 9,782 | $809.5K | 0.08% | +1,134+13.1% | Added |
| Virtu Financial LLC | 9,816 | $812.0K | 0.03% | +9,816 | New |
| Integrated Wealth Concepts LLC | 9,873 | $817.0K | 0.01% | +9,873 | New |
| Bessemer Group Inc | 9,878 | $817.0K | 0.00% | −9,510−49.1% | Reduced |
| Vancity Investment Management Ltd | 9,925 | $821.0K | 0.13% | −243−2.4% | Reduced |