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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 10,250 | $848.2K | 0.01% | +100+1.0% | Added |
| Vancity Investment Management Ltd | 9,925 | $821.0K | 0.13% | −243−2.4% | Reduced |
| Bessemer Group Inc | 9,878 | $817.0K | 0.00% | −9,510−49.1% | Reduced |
| Integrated Wealth Concepts LLC | 9,873 | $817.0K | 0.01% | +9,873 | New |
| Virtu Financial LLC | 9,816 | $812.0K | 0.03% | +9,816 | New |
| Tributary Capital Management, LLC | 9,782 | $809.5K | 0.08% | +1,134+13.1% | Added |
| LRT Capital Management, LLC | 9,560 | $791.1K | 0.74% | −6,260−39.6% | Reduced |
| Sterling Capital Management LLC | 9,485 | $784.9K | 0.01% | −7,477−44.1% | Reduced |
| Nicolet Bankshares Inc | 9,333 | $780.7K | 0.03% | +9,333 | New |
| CWM Advisors, LLC | 9,373 | $775.6K | 0.05% | +3,274+53.7% | Added |
| Jane Street Group, LLC | 9,333 | $772.3K | 0.00% | +4,684+100.8% | Added |
| Perigon Wealth Management, LLC | 9,111 | $753.9K | 0.01% | −670−6.9% | Reduced |
| Quantbot Technologies LP | 9,088 | $752.0K | 0.03% | +9,088 | New |
| Kestra Investment Management, LLC | 9,083 | $751.6K | 0.01% | −2,171−19.3% | Reduced |
| Chicago Trust Co NA | 8,995 | $744.3K | 0.12% | +737+8.9% | Added |
| Atria Investments LLC | 8,957 | $741.2K | 0.01% | +1,264+16.4% | Added |
| JustInvest LLC | 8,863 | $733.4K | 0.01% | +128+1.5% | Added |
| Allstate Corp | 8,839 | $731.4K | 0.01% | +8,839 | New |
| Man Group plc | 8,727 | $722.2K | 0.00% | −3,872−30.7% | Reduced |
| Numerai GP LLC | 8,483 | $702.0K | 0.07% | +8,483 | New |
| Boreal Capital Management LLC | 8,429 | $697.5K | 0.61% | −10.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,414 | $696.3K | 0.02% | +480+6.0% | Added |
| Savant Capital, LLC | 8,309 | $687.6K | 0.00% | +700+9.2% | Added |
| Northstar Group, Inc. | 8,200 | $678.5K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,043 | $665.6K | 0.00% | −2,179−21.3% | Reduced |
| Callan Family Office, LLC | 8,010 | $662.8K | 0.02% | +3,832+91.7% | Added |
| The PNC Financial Services Group, Inc. | 7,983 | $660.6K | 0.00% | +1,771+28.5% | Added |
| New York Life Investment Management LLC | 7,953 | $658.1K | 0.01% | +2,680+50.8% | Added |
| Bank of Montreal | 7,940 | $657.0K | 0.00% | +623+8.5% | Added |
| Public Employees Retirement Association of Colorado | 7,895 | $653.0K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 7,830 | $648.0K | 0.02% | +195+2.6% | Added |
| Cadent Capital Advisors, LLC | 7,593 | $628.3K | 0.17% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,599 | $624.5K | 0.00% | −1,455−16.1% | Reduced |
| HighTower Advisors, LLC | 7,213 | $596.9K | 0.00% | −412−5.4% | Reduced |
| Peterson Wealth Services | 7,186 | $594.6K | 0.15% | +494+7.4% | Added |
| Prudential Financial Inc | 7,083 | $586.1K | 0.00% | +4,165+142.7% | Added |
| Blalock Williams, LLC | 7,030 | $581.7K | 0.45% | +231+3.4% | Added |
| Quadrant Capital Group LLC | 7,020 | $580.9K | 0.02% | +201+2.9% | Added |
| Summit Trail Advisors, LLC | 6,911 | $571.9K | 0.01% | +2,079+43.0% | Added |
| State of Alaska, Department of Revenue | 6,830 | $565.0K | 0.01% | +90+1.3% | Added |
| Central Trust Co | 6,702 | $554.6K | 0.01% | +8+0.1% | Added |
| Neo Ivy Capital Management | 6,698 | $554.3K | 0.15% | +6,698 | New |
| Cresset Asset Management, LLC | 6,617 | $547.6K | 0.00% | −133−2.0% | Reduced |
| Beto Financial Group, LLC | 4,191 | $541.7K | 0.32% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,516 | $539.2K | 0.01% | +236+3.8% | Added |
| Deutsche Bank AG | 6,454 | $534.1K | 0.00% | −101−1.5% | Reduced |
| Advisory Services Network, LLC | 6,330 | $523.8K | 0.01% | +924+17.1% | Added |
| Toronto Dominion Bank | 6,254 | $518.0K | 0.00% | +365+6.2% | Added |
| Trust Point Inc. | 6,144 | $508.4K | 0.04% | +454+8.0% | Added |
| Evergreen Capital Management LLC | 5,851 | $484.2K | 0.01% | +1,905+48.3% | Added |
| CI Private Wealth, LLC | 5,827 | $480.6K | 0.00% | −570−8.9% | Reduced |
| MidFirst Bank | 5,596 | $463.1K | 0.04% | 00.0% | Unchanged |
| Cim, LLC | 5,429 | $449.3K | 0.06% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 5,345 | $442.3K | 0.07% | +87+1.7% | Added |
| First National Advisers, LLC | 5,259 | $435.2K | 0.06% | +537+11.4% | Added |
| Jump Financial, LLC | 5,134 | $424.8K | 0.01% | +5,134 | New |
| Gabelli Funds LLC | 5,000 | $413.8K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,925 | $407.5K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,900 | $405.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,934 | $402.0K | 0.00% | +4,498+1,031.7% | Added |
| Savvy Advisors, Inc. | 4,823 | $399.1K | 0.01% | +133+2.8% | Added |
| Keebeck Wealth Management, LLC | 4,760 | $393.9K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,757 | $393.6K | 0.01% | +1,741+57.7% | Added |
| Blueshift Asset Management, LLC | 4,682 | $387.4K | 0.12% | +864+22.6% | Added |
| Park Avenue Securities LLC | 4,673 | $387.0K | 0.00% | +299+6.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,626 | $382.8K | 0.00% | −790−14.6% | Reduced |
| SummitTX Capital, L.P. | 4,622 | $382.5K | 0.01% | +76+1.7% | Added |
| AlphaCore Capital LLC | 4,421 | $365.8K | 0.01% | +768+21.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,363 | $361.0K | 0.00% | −1,525−25.9% | Reduced |
| MML Investors Services, LLC | 4,336 | $358.8K | 0.00% | −654−13.1% | Reduced |
| Snowden Capital Advisors LLC | 4,329 | $358.2K | 0.01% | −1,202−21.7% | Reduced |
| Truist Financial Corp | 4,328 | $358.1K | 0.00% | −515−10.6% | Reduced |
| Norden Group LLC | 4,288 | $354.9K | 0.03% | +270+6.7% | Added |
| Swiss Life Asset Management Ltd | 4,219 | $349.1K | 0.00% | +1,005+31.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,233 | $344.4K | 0.00% | −1,693−28.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,150 | $343.4K | 0.01% | −46−1.1% | Reduced |
| HBK Sorce Advisory LLC | 2,450 | $342.2K | 0.01% | −39−1.6% | Reduced |
| Vident Advisory, LLC | 4,052 | $335.3K | 0.00% | +781+23.9% | Added |
| Oak Ridge Investments LLC | 4,025 | $333.1K | 0.02% | +1,091+37.2% | Added |
| Advisor Group Holdings, Inc. | 3,960 | $328.0K | 0.00% | −2,630−39.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,768 | $311.8K | 0.00% | −1,243−24.8% | Reduced |
| DnB Asset Management AS | 3,666 | $303.4K | 0.00% | +3,666 | New |
| 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 |
| Everence Capital Management Inc | 3,590 | $297.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,556 | $294.3K | 0.07% | −1,562−30.5% | Reduced |
| Smith, Moore & Co. | 3,555 | $294.2K | 0.02% | +4+0.1% | Added |
| Farringdon Capital, Ltd. | 3,478 | $287.8K | 0.06% | +3,478 | New |
| Personal Cfo Solutions, LLC | 3,257 | $269.5K | 0.04% | −320−8.9% | Reduced |
| Maryland State Retirement & Pension System | 3,149 | $260.6K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,141 | $259.9K | 0.00% | −148−4.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,096 | $256.2K | 0.04% | +3,096 | New |
| DRW Securities, LLC | 2,830 | $234.2K | 0.01% | +2,830 | New |
| Skopos Labs, Inc. | 2,816 | $233.0K | 0.01% | +2,816 | New |
| Y.D. More Investments Ltd | 2,812 | $232.7K | 0.01% | +2,812 | New |
| SBI Securities Co., Ltd. | 2,396 | $228.7K | 0.01% | +2,156+898.3% | Added |
| Caitong International Asset Management Co., Ltd | 2,762 | $228.6K | 0.04% | +2,631+2,008.4% | Added |
| TCG Advisory Services, LLC | 2,719 | $225.0K | 0.01% | +2,719 | New |
| ProShare Advisors LLC | 2,714 | $224.6K | 0.00% | +2+0.1% | Added |
| Vawter Financial, Ltd. | 2,710 | $224.3K | 0.09% | 00.0% | Unchanged |