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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3,585 | $454.8K | 0.01% | −1,172−24.6% | Reduced |
| Smith, Moore & Co. | 3,557 | $451.3K | 0.03% | +2+0.1% | Added |
| AlphaCore Capital LLC | 3,547 | $450.0K | 0.01% | −874−19.8% | Reduced |
| Beto Financial Group, LLC | 4,191 | $435.4K | 0.23% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,400 | $431.3K | 0.09% | −156−4.4% | Reduced |
| Snowden Capital Advisors LLC | 3,372 | $427.8K | 0.01% | −957−22.1% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,319 | $421.0K | 0.09% | +3,319 | New |
| Walleye Capital LLC | 3,303 | $419.0K | 0.00% | +3,303 | New |
| Jones Financial Companies LLLP | 3,248 | $411.8K | 0.00% | −1,686−34.2% | Reduced |
| Advisory Services Network, LLC | 3,202 | $406.2K | 0.00% | −3,128−49.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,160 | $400.9K | 0.06% | −97−3.0% | Reduced |
| Vident Advisory, LLC | 3,153 | $400.0K | 0.00% | −899−22.2% | Reduced |
| SeaCrest Wealth Management, LLC | 3,055 | $387.6K | 0.04% | +3,055 | New |
| 111 Capital | 3,025 | $383.8K | 0.07% | +3,025 | New |
| Y.D. More Investments Ltd | 2,985 | $378.7K | 0.01% | +173+6.2% | Added |
| Great Valley Advisor Group, Inc. | 2,955 | $374.8K | 0.01% | +2,955 | New |
| Machina Capital S.A.S. | 2,943 | $373.3K | 0.06% | +2,943 | New |
| Hantz Financial Services, Inc. | 2,940 | $373.0K | 0.01% | +1,426+94.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,903 | $368.3K | 0.00% | +2,903 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,900 | $367.9K | 0.00% | −2,000−40.8% | Reduced |
| TCG Advisory Services, LLC | 2,868 | $363.8K | 0.01% | +149+5.5% | Added |
| Caitong International Asset Management Co., Ltd | 2,815 | $357.1K | 0.05% | +53+1.9% | Added |
| Vawter Financial, Ltd. | 2,710 | $343.8K | 0.13% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,682 | $340.2K | 0.00% | −32−1.2% | Reduced |
| Marshall Wace, LLP | 2,678 | $339.7K | 0.00% | −33,803−92.7% | Reduced |
| Lecap Asset Management Ltd | 2,654 | $336.7K | 0.14% | +2,654 | New |
| Kestra Advisory Services, LLC | 2,639 | $334.8K | 0.00% | +2,639 | New |
| NewEdge Wealth, LLC | 2,630 | $333.7K | 0.00% | +2,630 | New |
| Ethic Inc. | 2,629 | $333.5K | 0.00% | +2,629 | New |
| Larson Financial Group LLC | 2,587 | $328.2K | 0.01% | +2,532+4,603.6% | Added |
| Millennium Management LLC | 2,547 | $323.1K | 0.00% | +2,547 | New |
| CIBC Asset Management Inc | 2,506 | $317.9K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,467 | $313.0K | 0.09% | +2,467 | New |
| CAPROCK Group, Inc. | 2,426 | $307.9K | 0.01% | +2,426 | New |
| Nykredit A/S | 2,413 | $306.1K | 0.00% | +2,413 | New |
| Prime Capital Investment Advisors, LLC | 2,401 | $304.6K | 0.00% | +2,401 | New |
| Sequoia Financial Advisors, LLC | 2,384 | $302.5K | 0.00% | −100−4.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,355 | $298.8K | 0.00% | +2,355 | New |
| Simplex Trading, LLC | 2,335 | $296.2K | 0.01% | +1,728+284.7% | Added |
| KBC Group NV | 2,323 | $295.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,209 | $280.2K | 0.07% | +2,209 | New |
| Shelton Capital Management | 2,191 | $277.9K | 0.01% | +2,191 | New |
| Ellis Investment Partners, LLC | 2,134 | $270.7K | 0.04% | +2,134 | New |
| Associated Banc-Corp | 2,122 | $269.2K | 0.01% | +2,122 | New |
| Legacy Trust | 2,085 | $264.5K | 0.05% | +2,085 | New |
| Integrated Investment Consultants, LLC | 2,075 | $263.2K | 0.05% | +2,075 | New |
| GAMMA Investing LLC | 2,070 | $262.6K | 0.01% | +796+62.5% | Added |
| Stephens Inc | 2,039 | $258.7K | 0.00% | +2,039 | New |
| Autumn Glory Partners, LLC | 2,005 | $254.4K | 0.07% | +2,005 | New |
| North Dakota State Investment Board | 1,998 | $253.5K | 0.01% | +1,998 | New |
| FourThought Financial Partners, LLC | 1,986 | $251.9K | 0.02% | +1,986 | New |
| Gryphon Financial Partners LLC | 1,972 | $250.2K | 0.02% | +1,972 | New |
| Prelude Capital Management, LLC | 1,968 | $249.7K | 0.02% | −9,738−83.2% | Reduced |
| Marco Investment Management LLC | 1,959 | $248.5K | 0.02% | +1,959 | New |
| Intellectus Partners, LLC | 1,941 | $246.2K | 0.04% | +1,941 | New |
| PFW Advisors LLC | 1,924 | $244.1K | 0.07% | +1,924 | New |
| Gibraltar Capital Management, Inc. | 1,888 | $239.5K | 0.04% | +1,888 | New |
| Brighton Securities Corp. | 1,888 | $239.5K | 0.10% | +1,888 | New |
| Abel Hall, LLC | 1,864 | $236.5K | 0.04% | +1,864 | New |
| Tradition Wealth Management, LLC | 1,829 | $232.1K | 0.01% | +1,829 | New |
| HBK Sorce Advisory LLC | 2,457 | $228.9K | 0.00% | +7+0.3% | Added |
| Verdence Capital Advisors LLC | 1,793 | $227.4K | 0.01% | +1,793 | New |
| Semanteon Capital Management, LP | 1,699 | $215.5K | 0.97% | +1,699 | New |
| Legacy Capital Wealth Partners, LLC | 1,676 | $212.6K | 0.04% | +1,676 | New |
| Merit Financial Group, LLC | 1,651 | $209.4K | 0.00% | +1,651 | New |
| O'Shaughnessy Asset Management, LLC | 1,645 | $208.7K | 0.00% | −1,496−47.6% | Reduced |
| Wealth Alliance | 1,623 | $205.9K | 0.02% | +1,623 | New |
| Cerity Partners LLC | 1,600 | $203.0K | 0.00% | +1,600 | New |
| Arkadios Wealth Advisors | 1,582 | $200.7K | 0.00% | +1,582 | New |
| Parkside Financial Bank & Trust | 1,473 | $186.9K | 0.01% | −21−1.4% | Reduced |
| STRS Ohio | 1,436 | $182.2K | 0.00% | −171−10.6% | Reduced |
| RiverPark Advisors, LLC | 1,408 | $178.6K | 0.08% | +57+4.2% | Added |
| Hilltop National Bank | 1,332 | $169.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,312 | $166.4K | 0.00% | +355+37.1% | Added |
| Trust Co of Toledo NA | 1,230 | $156.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,191 | $151.1K | 0.01% | +10+0.8% | Added |
| Acropolis Investment Management, LLC | 1,100 | $139.5K | 0.01% | −418−27.5% | Reduced |
| Kemnay Advisory Services Inc. | 1,063 | $134.9K | 0.02% | +1,063 | New |
| Penserra Capital Management LLC | 938 | $118.0K | 0.00% | +938 | New |
| Umb Bank N A | 914 | $116.0K | 0.00% | −10−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 879 | $111.6K | 0.00% | +430+95.8% | Added |
| Farther Finance Advisors, LLC | 843 | $107.0K | 0.00% | +527+166.8% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 822 | $104.3K | 0.07% | −633−43.5% | Reduced |
| Ni Acquisitions Company, LLC | 803 | $101.9K | 0.04% | +803 | New |
| Central Trust Co | 798 | $101.2K | 0.00% | −5,904−88.1% | Reduced |
| Clear Street Markets LLC | 690 | $87.5K | 0.02% | −334−32.6% | Reduced |
| Acadian Asset Management LLC | 633 | $80.0K | 0.00% | +633 | New |
| Huntington National Bank | 509 | $64.6K | 0.00% | −268−34.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 494 | $62.7K | 0.00% | +15+3.1% | Added |
| Bayforest Capital Ltd | 398 | $50.5K | 0.05% | +398 | New |
| Signaturefd, LLC | 397 | $50.4K | 0.00% | +24+6.4% | Added |
| Allworth Financial LP | 355 | $45.0K | 0.00% | +6+1.7% | Added |
| ORG Wealth Partners, LLC | 342 | $43.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 280 | $35.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 265 | $33.6K | 0.01% | +265 | New |
| Centerpoint Advisors, LLC | 259 | $33.0K | 0.01% | −1−0.4% | Reduced |
| Park Place Capital Corp | 217 | $27.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 206 | $26.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 192 | $24.4K | 0.00% | +16+9.1% | Added |
| Cornerstone Planning Group LLC | 226 | $24.3K | 0.00% | −4−1.7% | Reduced |