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, Q2 2026
Institutional positions in Aaon, Inc. as of Jun 30, 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
- 474
- +77 vs. Q1 2026
- Shares held
- 65.2M
- −4.57M (−6.5%) vs. Q1 2026
- Total value
- $8.26B
- +$2.50B (+43.3%) vs. Q1 2026
- New holders
- 114
- 129 more added
- Sold out
- 37
- 178 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,312 | $166.4K | 0.00% | +355+37.1% | Added |
| Hilltop National Bank | 1,332 | $169.0K | 0.04% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,408 | $178.6K | 0.08% | +57+4.2% | Added |
| STRS Ohio | 1,436 | $182.2K | 0.00% | −171−10.6% | Reduced |
| Parkside Financial Bank & Trust | 1,473 | $186.9K | 0.01% | −21−1.4% | Reduced |
| Arkadios Wealth Advisors | 1,582 | $200.7K | 0.00% | +1,582 | New |
| Cerity Partners LLC | 1,600 | $203.0K | 0.00% | +1,600 | New |
| Wealth Alliance | 1,623 | $205.9K | 0.02% | +1,623 | New |
| O'Shaughnessy Asset Management, LLC | 1,645 | $208.7K | 0.00% | −1,496−47.6% | Reduced |
| Merit Financial Group, LLC | 1,651 | $209.4K | 0.00% | +1,651 | New |
| Legacy Capital Wealth Partners, LLC | 1,676 | $212.6K | 0.04% | +1,676 | New |
| Semanteon Capital Management, LP | 1,699 | $215.5K | 0.97% | +1,699 | New |
| Verdence Capital Advisors LLC | 1,793 | $227.4K | 0.01% | +1,793 | New |
| HBK Sorce Advisory LLC | 2,457 | $228.9K | 0.00% | +7+0.3% | Added |
| Tradition Wealth Management, LLC | 1,829 | $232.1K | 0.01% | +1,829 | New |
| Abel Hall, LLC | 1,864 | $236.5K | 0.04% | +1,864 | New |
| Brighton Securities Corp. | 1,888 | $239.5K | 0.10% | +1,888 | New |
| Gibraltar Capital Management, Inc. | 1,888 | $239.5K | 0.04% | +1,888 | New |
| PFW Advisors LLC | 1,924 | $244.1K | 0.07% | +1,924 | New |
| Intellectus Partners, LLC | 1,941 | $246.2K | 0.04% | +1,941 | New |
| Marco Investment Management LLC | 1,959 | $248.5K | 0.02% | +1,959 | New |
| Prelude Capital Management, LLC | 1,968 | $249.7K | 0.02% | −9,738−83.2% | Reduced |
| Gryphon Financial Partners LLC | 1,972 | $250.2K | 0.02% | +1,972 | New |
| FourThought Financial Partners, LLC | 1,986 | $251.9K | 0.02% | +1,986 | New |
| North Dakota State Investment Board | 1,998 | $253.5K | 0.01% | +1,998 | New |
| Autumn Glory Partners, LLC | 2,005 | $254.4K | 0.07% | +2,005 | New |
| Stephens Inc | 2,039 | $258.7K | 0.00% | +2,039 | New |
| GAMMA Investing LLC | 2,070 | $262.6K | 0.01% | +796+62.5% | Added |
| Integrated Investment Consultants, LLC | 2,075 | $263.2K | 0.05% | +2,075 | New |
| Legacy Trust | 2,085 | $264.5K | 0.05% | +2,085 | New |
| Associated Banc-Corp | 2,122 | $269.2K | 0.01% | +2,122 | New |
| Ellis Investment Partners, LLC | 2,134 | $270.7K | 0.04% | +2,134 | New |
| Shelton Capital Management | 2,191 | $277.9K | 0.01% | +2,191 | New |
| Trust Co of Oklahoma | 2,209 | $280.2K | 0.07% | +2,209 | New |
| KBC Group NV | 2,323 | $295.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,335 | $296.2K | 0.01% | +1,728+284.7% | Added |
| Vestmark Advisory Solutions, Inc. | 2,355 | $298.8K | 0.00% | +2,355 | New |
| Sequoia Financial Advisors, LLC | 2,384 | $302.5K | 0.00% | −100−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,401 | $304.6K | 0.00% | +2,401 | New |
| Nykredit A/S | 2,413 | $306.1K | 0.00% | +2,413 | New |
| CAPROCK Group, Inc. | 2,426 | $307.9K | 0.01% | +2,426 | New |
| Fieldview Capital Management, LLC | 2,467 | $313.0K | 0.09% | +2,467 | New |
| CIBC Asset Management Inc | 2,506 | $317.9K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 2,547 | $323.1K | 0.00% | +2,547 | New |
| Larson Financial Group LLC | 2,587 | $328.2K | 0.01% | +2,532+4,603.6% | Added |
| Ethic Inc. | 2,629 | $333.5K | 0.00% | +2,629 | New |
| NewEdge Wealth, LLC | 2,630 | $333.7K | 0.00% | +2,630 | New |
| Kestra Advisory Services, LLC | 2,639 | $334.8K | 0.00% | +2,639 | New |
| Lecap Asset Management Ltd | 2,654 | $336.7K | 0.14% | +2,654 | New |
| Marshall Wace, LLP | 2,678 | $339.7K | 0.00% | −33,803−92.7% | Reduced |
| ProShare Advisors LLC | 2,682 | $340.2K | 0.00% | −32−1.2% | Reduced |
| Vawter Financial, Ltd. | 2,710 | $343.8K | 0.13% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,815 | $357.1K | 0.05% | +53+1.9% | Added |
| TCG Advisory Services, LLC | 2,868 | $363.8K | 0.01% | +149+5.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,900 | $367.9K | 0.00% | −2,000−40.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,903 | $368.3K | 0.00% | +2,903 | New |
| Hantz Financial Services, Inc. | 2,940 | $373.0K | 0.01% | +1,426+94.2% | Added |
| Machina Capital S.A.S. | 2,943 | $373.3K | 0.06% | +2,943 | New |
| Great Valley Advisor Group, Inc. | 2,955 | $374.8K | 0.01% | +2,955 | New |
| Y.D. More Investments Ltd | 2,985 | $378.7K | 0.01% | +173+6.2% | Added |
| 111 Capital | 3,025 | $383.8K | 0.07% | +3,025 | New |
| SeaCrest Wealth Management, LLC | 3,055 | $387.6K | 0.04% | +3,055 | New |
| Vident Advisory, LLC | 3,153 | $400.0K | 0.00% | −899−22.2% | Reduced |
| Personal Cfo Solutions, LLC | 3,160 | $400.9K | 0.06% | −97−3.0% | Reduced |
| Advisory Services Network, LLC | 3,202 | $406.2K | 0.00% | −3,128−49.4% | Reduced |
| Jones Financial Companies LLLP | 3,248 | $411.8K | 0.00% | −1,686−34.2% | Reduced |
| Walleye Capital LLC | 3,303 | $419.0K | 0.00% | +3,303 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,319 | $421.0K | 0.09% | +3,319 | New |
| Snowden Capital Advisors LLC | 3,372 | $427.8K | 0.01% | −957−22.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,400 | $431.3K | 0.09% | −156−4.4% | Reduced |
| Beto Financial Group, LLC | 4,191 | $435.4K | 0.23% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,547 | $450.0K | 0.01% | −874−19.8% | Reduced |
| Smith, Moore & Co. | 3,557 | $451.3K | 0.03% | +2+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,585 | $454.8K | 0.01% | −1,172−24.6% | Reduced |
| Everence Capital Management Inc | 3,590 | $455.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,994 | $456.0K | 0.00% | −239−5.6% | Reduced |
| Atlantic Union Bankshares Corp | 3,600 | $456.7K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 3,600 | $456.7K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 3,666 | $465.1K | 0.00% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 3,687 | $467.7K | 0.03% | −338−8.4% | Reduced |
| Disciplined Investments, LLC | 3,812 | $483.7K | 0.16% | +3,812 | New |
| Maryland State Retirement & Pension System | 3,825 | $485.2K | 0.01% | +676+21.5% | Added |
| Aquatic Capital Management LLC | 3,827 | $485.5K | 0.02% | +3,827 | New |
| Evergreen Capital Management LLC | 3,836 | $486.6K | 0.01% | −2,015−34.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,876 | $491.4K | 0.00% | −750−16.2% | Reduced |
| Independent Financial Group, LLC | 3,885 | $492.9K | 0.01% | +3,885 | New |
| SBI Okasan Asset Management Co.Ltd. | 4,000 | $502.8K | 0.02% | +2,000+100.0% | Added |
| Blueshift Asset Management, LLC | 3,966 | $503.1K | 0.12% | −716−15.3% | Reduced |
| Norden Group LLC | 3,968 | $503.5K | 0.04% | −320−7.5% | Reduced |
| Summit Trail Advisors, LLC | 4,093 | $519.2K | 0.01% | −2,818−40.8% | Reduced |
| Vancity Investment Management Ltd | 4,103 | $521.0K | 0.08% | −5,822−58.7% | Reduced |
| Blackstone Group Inc. | 4,171 | $529.1K | 0.00% | +4,171 | New |
| AlphaGrep UK Ltd | 4,198 | $532.6K | 0.16% | +4,198 | New |
| Round Rock Advisors, LLC | 4,204 | $533.4K | 0.07% | −1,141−21.3% | Reduced |
| MML Investors Services, LLC | 4,326 | $548.8K | 0.00% | −10−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,396 | $557.7K | 0.00% | +628+16.7% | Added |
| Securian Asset Management, Inc | 5,037 | $561.2K | 0.02% | +112+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,448 | $564.0K | 0.00% | +85+1.9% | Added |
| Park Avenue Securities LLC | 4,452 | $565.0K | 0.00% | −221−4.7% | Reduced |
| First National Advisers, LLC | 4,511 | $572.3K | 0.08% | −748−14.2% | Reduced |