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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.

Institutional holdersQ1 2026: 402 institutions
Q1 2021: 210 institutionsQ2 2021: 207 institutionsQ3 2021: 206 institutionsQ4 2021: 213 institutionsQ1 2022: 205 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 252 institutionsQ1 2023: 278 institutionsQ2 2023: 303 institutionsQ3 2023: 292 institutionsQ4 2023: 303 institutionsQ1 2024: 330 institutionsQ2 2024: 361 institutionsQ3 2024: 382 institutionsQ4 2024: 422 institutionsQ1 2025: 384 institutionsQ2 2025: 393 institutionsQ3 2025: 404 institutionsQ4 2025: 401 institutionsQ1 2026: 402 institutionsQ2 2026: 474 institutions
Value heldQ1 2026: $5.77B
Q1 2021: $2.62BQ2 2021: $2.30BQ3 2021: $2.40BQ4 2021: $2.98BQ1 2022: $2.11BQ2 2022: $2.08BQ3 2022: $2.04BQ4 2022: $2.80BQ1 2023: $3.72BQ2 2023: $3.71BQ3 2023: $3.28BQ4 2023: $4.28BQ1 2024: $5.12BQ2 2024: $5.13BQ3 2024: $6.33BQ4 2024: $6.83BQ1 2025: $4.78BQ2 2025: $4.67BQ3 2025: $6.80BQ4 2025: $5.61BQ1 2026: $5.77BQ2 2026: $8.26B
Institutions holding AAON and their total value by quarter
QuarterHoldersValue
Q2 2026474$8.26B
Q1 2026402$5.77B
Q4 2025401$5.61B
Q3 2025404$6.80B
Q2 2025393$4.67B
Q1 2025384$4.78B
Q4 2024422$6.83B
Q3 2024382$6.33B
Q2 2024361$5.13B
Q1 2024330$5.12B
Q4 2023303$4.28B
Q3 2023292$3.28B
Q2 2023303$3.71B
Q1 2023278$3.72B
Q4 2022252$2.80B
Q3 2022220$2.04B
Q2 2022204$2.08B
Q1 2022205$2.11B
Q4 2021213$2.98B
Q3 2021206$2.40B
Q2 2021207$2.30B
Q1 2021210$2.62B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2025.

Institutions holding AAON in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP7,977,164$660.1M0.12%+1,137,887+16.6%Added
Commerzbank Aktiengesellschaft2,009––+2,009New
Capital International Investors0$00.00%−1,328,881−100.0%Sold out
Ceredex Value Advisors LLC0$00.00%−529,750−100.0%Sold out
Turas Capital Management LP0$00.00%−218,093−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−187,995−100.0%Sold out
Nepsis, Inc.0$00.00%−117,707−100.0%Sold out
Charter Trust Co0$00.00%−98,087−100.0%Sold out
J. Goldman & Co LP0$00.00%−91,882−100.0%Sold out
CenterBook Partners LP0$00.00%−60,751−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−60,268−100.0%Sold out
Scalar Gauge Management, LLC0$00.00%−51,000−100.0%Sold out
11 Capital Partners LP0$00.00%−50,262−100.0%Sold out
Clean Energy Transition LLP0$00.00%−44,134−100.0%Sold out
Value Aligned Research Advisors, LLC0$00.00%−41,956−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−39,538−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−34,906−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−33,408−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−30,053−100.0%Sold out
Verition Fund Management LLC0$00.00%−29,336−100.0%Sold out
Atom Investors LP0$00.00%−20,715−100.0%Sold out
USS Investment Management Ltd0$00.00%−16,829−100.0%Sold out
Millennium Management LLC0$00.00%−15,928−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−14,009−100.0%Sold out
Parcion Private Wealth LLC0$00.00%−10,764−100.0%Sold out
Tulsa Wealth Advisors, INC0$00.00%−8,463−100.0%Sold out
Cynosure Management, LLC0$00.00%−5,770−100.0%Sold out
Engineers Gate Manager LP0$00.00%−5,102−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−4,024−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−4,008−100.0%Sold out
Headlands Technologies LLC0$00.00%−3,944−100.0%Sold out
Index Fund Advisors, Inc.0$00.00%−3,684−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−3,511−100.0%Sold out
Third View Private Wealth, LLC0$00.00%−3,069−100.0%Sold out
Axq Capital, LP0$00.00%−3,052−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−3,000−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−2,925−100.0%Sold out
Brighton Securities Corp.0$00.00%−2,881−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−2,700−100.0%Sold out
Trust Co of Oklahoma0$00.00%−2,692−100.0%Sold out
Brooklands Fund Management Ltd0$00.00%−1,500−100.0%Sold out
Wexford Capital LP0$00.00%−1,283−100.0%Sold out
Winnow Wealth LLC0$00.00%−998−100.0%Sold out
Danske Bank A/S0$00.00%−500−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−328−100.0%Sold out
Hollencrest Capital Management0$00.00%−300−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−296−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−178−100.0%Sold out
Twin Tree Management, LP0$00.00%−135−100.0%Sold out
Hurley Capital, LLC0$00.00%−75−100.0%Sold out
Tucker Asset Management LLC0$00.00%−73−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−57−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−50−100.0%Sold out
Meeder Asset Management Inc0$00.00%−46−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Comerica Bank––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
David Loasby––––Not filed
ORG Partners LLC––––Not filed