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