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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, 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.

Institutional holdersQ2 2026: 474 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 heldQ2 2026: $8.26B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2026.

Institutions holding AAON in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Allied Investment Advisors, LLC149,761$19.0M2.39%−10,279−6.4%Reduced
Ferguson Wellman Capital Management, Inc150,136$19.0M0.23%−15,895−9.6%Reduced
Ensign Peak Advisors, Inc150,716$19.1M0.03%−7,134−4.5%Reduced
Toroso Investments, LLC153,244$19.4M0.05%+864+0.6%Added
Principal Financial Group Inc153,625$19.5M0.01%+1,376+0.9%Added
Jacobson & Schmitt Advisors, LLC155,304$19.7M3.22%−682−0.4%Reduced
Nuveen, LLC163,545$20.7M0.00%−28,958−15.0%Reduced
Rhumbline Advisers190,060$24.1M0.02%−1,318−0.7%Reduced
Aperture Investors, LLC198,361$25.2M2.67%+15,949+8.7%Added
Retirement Systems of Alabama203,381$25.8M0.08%−12,643−5.9%Reduced
UBS Asset Management Americas Inc203,503$25.8M0.00%−8,410−4.0%Reduced
Giverny Capital Inc.SuperinvestorGiverny Capital204,779$26.0M0.88%+2,947+1.5%Added
Fifth Third Bancorp205,388$26.1M0.04%−5,928−2.8%Reduced
Citadel Advisors LLC207,646$26.3M0.02%−167,721−44.7%Reduced
EULAV Asset Management208,500$26.5M0.84%00.0%Unchanged
Riverbridge Partners LLC208,611$26.5M0.74%−93,758−31.0%Reduced
Prudential Financial Inc233,373$29.6M0.03%+226,290+3,194.8%Added
Two Sigma Investments, LP233,374$29.6M0.02%−46,640−16.7%Reduced
Wells Fargo & Company240,261$30.5M0.01%−12,661−5.0%Reduced
Ranger Investment Management, L.P.241,003$30.6M1.93%−16,407−6.4%Reduced
Raymond James Financial Inc243,826$30.9M0.01%−22,931−8.6%Reduced
Rockefeller Capital Management L.P.245,753$31.2M0.05%−3,891−1.6%Reduced
WCM Investment Management, LLC255,888$32.2M0.06%+1020.0%Added
Grantham, Mayo, Van Otterloo & Co. LLC258,348$32.8M0.07%−131,898−33.8%Reduced
Federated Hermes, Inc.283,669$36.0M0.05%−193,304−40.5%Reduced
Envestnet Asset Management Inc293,694$37.3M0.01%−30,772−9.5%Reduced
Pembroke Management, LTD296,806$37.7M4.87%−133,283−31.0%Reduced
D. E. Shaw & Co., Inc.313,228$39.7M0.02%+289,161+1,201.5%Added
Nomura Asset Management International Inc.326,523$41.4M0.06%+121,801+59.5%Added
Amundi338,393$43.0M0.01%−63,794−15.9%Reduced
Impax Asset Management Group plc343,165$43.5M0.28%−1,093,123−76.1%Reduced
Champlain Investment Partners, LLC361,641$45.9M1.18%−1,240,365−77.4%Reduced
SEI Investments Co365,700$46.4M0.04%−52,395−12.5%Reduced
Goldman Sachs Group Inc368,608$46.8M0.00%+129,157+53.9%Added
American Capital Management Inc375,178$47.6M2.13%+98,294+35.5%Added
Royce & Associates LP385,198$48.9M0.39%−87,284−18.5%Reduced
JPMorgan Chase & Co392,250$49.7M0.00%−435,230−52.6%Reduced
UBS Group AG397,228$50.4M0.01%−3,516−0.9%Reduced
Bank of America Corp422,966$53.7M0.00%+70,276+19.9%Added
Price T Rowe Associates Inc430,042$54.6M0.01%+290,924+209.1%Added
Bank of New York Mellon Corp435,788$55.3M0.01%−6,684−1.5%Reduced
Vanguard Fiduciary Trust Co440,816$55.9M0.01%+8,947+2.1%Added
Brown Advisory Inc489,527$62.1M0.10%−183,322−27.2%Reduced
Citigroup Inc496,931$63.0M0.03%+475,153+2,181.8%Added
Norges Bank522,529$66.3M0.01%+522,529New
Bamco Inc544,402$69.1M0.10%−299,975−35.5%Reduced
FMR LLC624,170$79.2M0.00%−111,802−15.2%Reduced
Ameriprise Financial Inc639,442$81.1M0.02%−147,568−18.8%Reduced
Stephens Investment Management Group LLC643,256$81.6M0.87%+9,142+1.4%Added
Bokf, NA681,598$86.5M1.19%−800.0%Reduced
Northern Trust Corp701,585$89.0M0.01%−41,900−5.6%Reduced
Charles Schwab Investment Management Inc724,376$91.9M0.01%−4,802−0.7%Reduced
Copeland Capital Management, LLC750,196$95.2M1.96%−37,421−4.8%Reduced
Spyglass Capital Management LLC776,629$98.5M5.33%−82,211−9.6%Reduced
Mawer Investment Management Ltd.855,173$108.5M0.74%+6,590+0.8%Added
Kayne Anderson Rudnick Investment Management LLC878,950$111.5M0.35%−185,195−17.4%Reduced
Pictet Asset Management Holding SA883,740$112.1M0.11%+212,528+31.7%Added
Fuller & Thaler Asset Management, Inc.917,551$116.4M0.32%+917,551New
Jane Street Group, LLC973,933$123.6M0.08%+964,600+10,335.4%Added
Conestoga Capital Advisors, LLC1,015,825$128.9M2.80%−254,412−20.0%Reduced
Franklin Resources Inc1,023,955$129.9M0.03%−195,305−16.0%Reduced
Capital World Investors1,102,743$139.9M0.02%−161,535−12.8%Reduced
Morgan Stanley1,121,413$142.3M0.01%−132,990−10.6%Reduced
Geneva Capital Management LLC1,200,842$152.3M3.49%−520,789−30.2%Reduced
Dimensional Fund Advisors LP1,352,956$171.6M0.03%−31,876−2.3%Reduced
Geode Capital Management, LLC1,432,938$181.8M0.01%+6,136+0.4%Added
Blair William & Co1,533,434$194.5M0.51%−88,769−5.5%Reduced
First Trust Advisors LP1,579,172$200.3M0.12%−434,043−21.6%Reduced
Wasatch Advisors Inc2,338,517$296.7M1.94%+70,399+3.1%Added
State Street Corp2,625,540$333.1M0.01%+562,926+27.3%Added
Vanguard Portfolio Management LLC2,938,836$372.8M0.02%+30,745+1.1%Added
Vanguard Capital Management LLC3,121,771$396.0M0.01%+22,650+0.7%Added
Wellington Management Group LLP5,772,476$732.3M0.13%−2,204,688−27.6%Reduced
BlackRock, Inc.6,686,241$848.2M0.01%+125,819+1.9%Added
Senvest Management, LLC0$00.00%−310,740−100.0%Sold out
Freestone Grove Partners LP0$00.00%−291,896−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−113,416−100.0%Sold out
Cinctive Capital Management LP0$00.00%−47,277−100.0%Sold out
Zimmer Partners, LP0$00.00%−45,000−100.0%Sold out
SG Capital Management LLC0$00.00%−27,641−100.0%Sold out
Wesbanco Bank Inc0$00.00%−27,500−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−21,942−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−21,255−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−19,524−100.0%Sold out
Empowered Funds, LLC0$00.00%−15,855−100.0%Sold out
Formuepleje A/S0$00.00%−14,597−100.0%Sold out
Holocene Advisors, LP0$00.00%−12,998−100.0%Sold out
Man Group plc0$00.00%−8,727−100.0%Sold out
Neo Ivy Capital Management0$00.00%−6,698−100.0%Sold out
Trust Point Inc.0$00.00%−6,144−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−4,622−100.0%Sold out
Truist Financial Corp0$00.00%−4,328−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−3,478−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−3,096−100.0%Sold out
DRW Securities, LLC0$00.00%−2,830−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−2,100−100.0%Sold out
State of Wyoming0$00.00%−1,422−100.0%Sold out
Root Financial Partners, LLC0$00.00%−279−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−276−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−158−100.0%Sold out