AaonAAON

13F holders, Q4 2024 (December 31)
422holders +40
62new positions
34sold out
7famous investors
$117.74avg. 13F price*

At the end of Q4 2024, 422 institutions reported holding Aaon Inc. (AAON) in their 13F filings, up 40 from Q3 2024. 62 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($833.0M), Vanguard Group Inc. ($734.3M) and JPMorgan Chase & Co. ($351.2M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Aaon Inc.
CUSIP
000360206
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 330Q1 2024Q2 2024: 361Q2 2024Q3 2024: 382Q3 2024Q4 2024: 422Q4 2024Q1 2025: 384Q1 2025Q2 2025: 392Q2 2025Q3 2025: 403Q3 2025Q4 2025: 401Q4 2025Q1 2026: 402Q1 2026Q2 2026: 474Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions62$147.2M
Exits34$45.2M

All 13F filers, Q3 2024 → Q4 2024: 5,122,642 shares bought and 5,797,577 shares sold, net −674,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 422 holders

BlackRock, Inc. 0.02% Add +14.1% 7,078,597 $833.0M
Vanguard Group Inc. 0.01% Add +1.2% 6,239,482 $734.3M
JPMorgan Chase & Co. 0.03% Reduce -8.5% 2,984,178 $351.2M
Kayne Anderson Rudnick Investment Management LLC 0.65% Reduce -31.4% 2,395,559 $281.9M
State Street Corp. 0.01% Add +3.8% 2,052,004 $241.5M
Invesco Ltd. 0.04% Add +15.6% 2,032,497 $239.2M
Conestoga Capital Advisors, LLC 2.95% Reduce -11.0% 1,890,640 $222.5M
Geneva Capital Management LLC 3.43% Reduce -1.2% 1,677,914 $197.5M
Wasatch Advisors LP 0.92% Reduce -15.5% 1,577,285 $185.6M
FMR LLC 0.01% Reduce -20.7% 1,372,012 $161.5M
Morgan Stanley 0.01% Add +5.9% 1,357,083 $159.7M
Dimensional Fund Advisors LP 0.04% Reduce -9.5% 1,336,267 $157.3M
Geode Capital Management, LLC 0.01% Add +0.3% 1,237,680 $145.7M
Blair William & Co. 0.40% Add +4.2% 1,169,782 $137.7M
First Trust Advisors LP 0.11% Add +85.6% 1,069,112 $125.8M
Ameriprise Financial Inc. 0.03% Reduce -30.9% 1,050,741 $123.7M
Bank of New York Mellon Corp 0.02% Reduce -9.4% 788,837 $92.8M
Bokf, NA 1.41% Add +0.0% 681,598 $83.2M
Vaughan Nelson Investment Management, L.P. 0.77% Reduce -42.9% 699,720 $82.3M
Driehaus Capital Management LLC 0.67% Add +5.5% 693,407 $81.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.2% 689,242 $81.1M
Norges Bank 0.01% Reduce -8.6% 650,753 $76.6M
Northern Trust Corp. 0.01% Add +27.3% 625,406 $73.6M
Raymond James Financial Inc. 0.03% — 622,987 $73.3M
T. Rowe Price Associates Inc. 0.01% Add +33.0% 611,952 $72.0M
Stephens Investment Management Group LLC 0.96% Add +6.9% 606,944 $71.4M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -11.8% 562,754 $66.2M
Baird Financial Group, Inc. 0.12% Add +43.5% 520,857 $61.3M
Capital International Investors 0.01% Reduce -0.6% 466,309 $54.9M
Westfield Capital Management Co. LP 0.19% Add +3758.3% 371,554 $43.7M
Alyeska Investment Group, L.P. 0.16% New 360,714 $42.4M
Goldman Sachs Group Inc. 0.01% Reduce -14.3% 357,292 $42.0M
Ranger Investment Management, L.P. 2.64% Add +18.2% 355,531 $41.8M
Franklin Resources Inc. 0.01% Add +4.7% 345,821 $40.7M
Envestnet Asset Management Inc. 0.01% Add +0.7% 340,878 $40.1M
Arrowstreet Capital, Limited Partnership 0.03% Add +18.3% 337,003 $39.7M
Allspring Global Investments Holdings, LLC 0.06% Reduce -16.1% 315,236 $37.1M
Wells Fargo & Company 0.01% Reduce -21.0% 289,830 $34.1M
Lord, Abbett & Co. LLC 0.11% Reduce -3.8% 277,753 $32.7M
Bank of America Corp. 0.00% Add +18.6% 270,327 $31.8M
Comerica Bank 0.13% Add +44.9% 270,056 $31.8M
Nuveen Asset Management, LLC 0.01% Add +0.9% 256,266 $30.2M
Pembroke Management, LTD 3.35% Add +37.3% 228,398 $26.9M
Victory Capital Management Inc. 0.03% Reduce -34.4% 225,938 $26.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.2% 220,513 $25.9M
Sei Investments Co. 0.03% Reduce -8.5% 218,017 $25.7M
GMO 0.08% Reduce -46.2% 213,869 $25.2M
EULAV Asset Management 0.59% No change 208,500 $24.5M
Park West Asset Management LLC 2.01% New 205,000 $24.1M
Rhumbline Advisers 0.02% Reduce -0.1% 198,454 $23.4M
Rockefeller Capital Management L.P. 0.06% Reduce -54.1% 188,811 $22.2M
Fred Alger Management, LLC 0.10% Reduce -0.0% 179,383 $21.1M
Clearbridge Investments, LLC 0.02% New 167,831 $19.8M
Jane Street Group, LLC 0.03% Reduce -24.7% 164,155 $19.3M
UBS Group AG 0.00% Add +880.5% 160,112 $18.8M
Principal Financial Group Inc. 0.01% Reduce -0.2% 156,903 $18.5M
Next Century Growth Investors LLC 1.32% Add +26.6% 149,467 $17.6M
Swedbank AB 0.02% Reduce -20.3% 141,000 $16.6M
Tidal Investments LLC 0.14% Add +934.8% 140,054 $16.5M
Natixis Advisors, LLC 0.03% Reduce -32.3% 136,551 $16.1M
Swiss National Bank 0.01% Add +0.9% 135,425 $15.9M
Legal & General Group Plc 0.00% Add +0.6% 128,796 $15.2M
Allied Investment Advisors, LLC 2.94% Reduce -16.3% 123,983 $14.6M
California Public Employees Retirement System 0.01% Add +2.7% 121,029 $14.2M
Ferguson Wellman Capital Management, Inc. 0.26% Add +141.3% 115,760 $13.6M
Barclays PLC 0.01% Add +34.9% 113,985 $13.4M
Royal Bank of Canada 0.00% Reduce -8.9% 113,802 $13.4M
Townsquare Capital LLC 0.14% Reduce -15.1% 105,556 $12.4M
Balyasny Asset Management L.P. 0.03% New 95,974 $11.3M
Voya Investment Management LLC 0.01% Add +184.5% 90,559 $10.7M
Man Group plc 0.03% Reduce -9.2% 88,671 $10.4M
Public Employees Retirement System of Ohio 0.04% Reduce -9.6% 86,622 $10.2M
Retirement Systems of Alabama 0.04% Add +0.4% 82,028 $9.7M
Alliancebernstein L.P. 0.00% Reduce -1.8% 81,121 $9.5M
West Coast Financial LLC 1.05% Add +0.2% 80,682 $9.5M
Corebridge Financial, Inc. 0.05% Reduce -4.0% 77,108 $9.1M
Baron Capital (BAMCO) 0.02% Reduce -54.0% 75,856 $8.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 75,801 $8.9M
Kennedy Capital Management LLC 0.20% Reduce -4.8% 75,774 $8.9M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +51.6% 74,876 $8.8M
Peregrine Capital Management LLC 0.25% New 72,435 $8.5M
Wellington Management Group LLP 0.00% New 70,613 $8.3M
Bahl & Gaynor LLC 0.04% Reduce -8.6% 70,555 $8.3M
American Century Companies Inc. 0.00% Add +19.3% 68,760 $8.1M
Van Eck Associates Corp. 0.01% Add +34.5% 66,044 $7.8M
Nicholas Investment Partners, LP 0.76% Reduce -11.6% 65,908 $7.8M
Citigroup Inc. 0.01% Add +277.8% 65,317 $7.7M
New York State Common Retirement Fund 0.01% Reduce -2.0% 64,483 $7.6M
California State Teachers Retirement System 0.01% Reduce -1.1% 64,323 $7.6M
Erste Asset Management GmbH 0.09% Reduce -16.5% 62,132 $7.5M
Segall Bryant & Hamill, LLC 0.10% Reduce -33.6% 63,196 $7.4M
Citadel Advisors 0.01% Add +43.6% 60,402 $7.1M
Chatham Capital Group, Inc. 1.17% Reduce -9.2% 60,252 $7.1M
Neuberger Berman Group LLC 0.01% Reduce -14.2% 59,952 $7.1M
Janus Henderson Group PLC 0.00% Reduce -3.1% 57,985 $6.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.5% 55,599 $6.5M
Daiwa Securities Group Inc. 0.03% Reduce -44.8% 53,309 $6.3M
US Bancorp \de 0.01% Add +3.7% 50,259 $5.9M
Russell Investments Group, Ltd. 0.01% Add +0.5% 48,959 $5.8M
State of Wisconsin Investment Board 0.01% Reduce -62.8% 47,964 $5.6M
State Board of Administration of Florida Retirement System 0.01% Add +51.6% 47,649 $5.6M
CANADA LIFE ASSURANCE Co 0.01% Add +0.8% 47,201 $5.5M
Stifel Financial Corp. 0.01% Reduce -20.3% 44,712 $5.3M
LPL Financial LLC 0.00% Add +11.2% 42,049 $4.9M
MetLife Investment Management, LLC 0.03% Add +8.2% 41,000 $4.8M
Global IMC LLC 0.86% Add +0.1% 40,817 $4.8M
Janney Montgomery Scott LLC 0.01% Reduce -14.7% 40,632 $4.8M
Danske Bank A/S 0.01% Reduce -40.9% 40,497 $4.8M
Capital Advisors Inc. 0.09% Reduce -5.0% 37,001 $4.4M
Mutual of America Capital Management LLC 0.04% Reduce -1.9% 35,636 $4.2M
Amalgamated Bank 0.03% Add +0.7% 34,957 $4.1M
M&T Bank Corp 0.01% Reduce -2.0% 34,891 $4.1M
Sandler Capital Management 0.65% Reduce -17.7% 33,904 $4.0M
State of Tennessee, Department of Treasury 0.01% Reduce -16.7% 32,563 $3.8M
Polen Capital Management LLC 0.01% Reduce -4.2% 31,557 $3.7M
Twinbeech Capital LP 0.06% New 31,366 $3.7M
Oak Ridge Investments LLC 0.28% Reduce -2.6% 30,012 $3.5M
Ascent Wealth Partners, LLC 0.47% Add +0.4% 29,881 $3.5M
Treasurer of the State of North Carolina 0.01% Reduce -0.7% 29,630 $3.5M
Azzad Asset Management Inc. 0.66% Reduce -22.1% 28,895 $3.4M
11 Capital Partners LP 1.37% Add +264.1% 28,400 $3.3M
AQR Capital Management 0.00% Reduce -21.8% 28,243 $3.3M
Wesbanco Bank Inc. 0.11% Reduce -16.3% 27,500 $3.2M
Informed Momentum Co LLC 0.46% Reduce -33.7% 27,482 $3.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.1% 26,532 $3.1M
Aptus Capital Advisors, LLC 0.04% Add +22.0% 25,839 $3.0M
Verition Fund Management LLC 0.02% Add +607.0% 25,635 $3.0M
SG Americas Securities, LLC 0.01% Add +691.1% 24,666 $2.9M
Police & Firemen's Retirement System of New Jersey 0.03% — 24,387 $2.9M
Ensign Peak Advisors, Inc 0.01% Add +4.4% 23,911 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -3.7% 23,858 $2.8M
Qube Research & Technologies Ltd 0.00% New 23,507 $2.8M
CENTRAL TRUST Co 0.07% No change 23,259 $2.7M
CIBC Private Wealth Group LLC 0.00% Add +0.9% 21,602 $2.6M
Creative Planning 0.00% Reduce -2.0% 21,235 $2.5M
Decade Renewable Partners LP 1.20% New 20,807 $2.4M
Ontario Teachers Pension Plan Board 0.03% Add +679.6% 20,713 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.8% 20,612 $2.4M
New York State Teachers Retirement System 0.01% Add +6.6% 20,583 $2.4M
Macquarie Group Ltd. 0.00% New 20,297 $2.4M
Campbell Newman Asset Management Inc. 0.19% Reduce -0.0% 20,199 $2.4M
4D Advisors, LLC 1.65% — 20,000 $2.4M
Arizona State Retirement System 0.01% Add +0.9% 19,964 $2.3M
Thrivent Financial for Lutherans 0.00% Add +0.3% 19,304 $2.3M
Louisiana State Employees Retirement System 0.04% Add +0.5% 18,700 $2.2M
Curi Capital, LLC 0.05% Add +0.5% 18,503 $2.2M
TD Asset Management Inc 0.00% Reduce -10.7% 18,096 $2.1M
Olistico Wealth, LLC 1.22% No change 17,848 $2.1M
Handelsbanken Fonder AB 0.01% Reduce -6.8% 17,724 $2.1M
Norden Group LLC 0.23% Reduce -19.9% 17,212 $2.0M
Squarepoint Ops LLC 0.01% Reduce -55.1% 17,172 $2.0M
Oppenheimer Asset Management Inc. 0.02% Add +2.6% 16,901 $2.0M
Lisanti Capital Growth, LLC 0.48% New 16,815 $2.0M
Y-Intercept (Hong Kong) Ltd 0.13% New 16,391 $1.9M
State of Michigan Retirement System 0.01% No change 16,000 $1.9M
NewEdge Advisors, LLC 0.01% Add +0.2% 15,973 $1.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.74% New 15,600 $1.9M
MFG Wealth Management, Inc. 1.70% — 15,723 $1.9M
Avantax Advisory Services, Inc. 0.01% Reduce -1.7% 15,499 $1.8M
Millennium Management 0.00% Reduce -93.1% 15,332 $1.8M
Massar Capital Management, LP 2.03% — 15,166 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -7.7% 15,101 $1.8M
Mariner, LLC 0.00% Reduce -3.6% 14,999 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.5% 14,994 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.5% 14,899 $1.8M
Storebrand Asset Management As 0.01% Reduce -36.9% 14,729 $1.7M
Portside Wealth Group, LLC 0.29% Reduce -16.7% 14,716 $1.7M
KLP Kapitalforvaltning As 0.01% — 14,450 $1.7M
Regions Financial Corp. 0.01% Add +0.1% 14,440 $1.7M
PEAK6 LLC 0.07% — 14,328 $1.7M
Arcadia Investment Management Corp. 0.27% Add +5.8% 14,323 $1.7M
New Mexico Educational Retirement Board 0.06% No change 14,200 $1.7M
Oregon Public Employees Retirement Fund 0.03% Add +0.3% 13,715 $1.6M
Xponance LLC 0.01% Add +2.2% 13,711 $1.6M
Integrated Wealth Concepts LLC 0.02% Add +17.9% 13,534 $1.6M
Ameritas Investment Partners, Inc. 0.05% Reduce -2.0% 13,512 $1.6M
BNP Paribas Financial Markets 0.00% Add +30.2% 13,415 $1.6M
HighTower Advisors, LLC 0.00% Add +2.2% 13,328 $1.6M
Parcion Private Wealth LLC 0.12% No change 12,919 $1.5M
Gibbs Wealth Management 0.39% Add +20.1% 12,285 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.6% 12,223 $1.4M
Bridges Investment Management Inc. 0.02% Add +18.3% 12,072 $1.4M
Cresset Asset Management, LLC 0.01% Add +4.8% 11,994 $1.4M
Schroder Investment Management Group 0.00% New 11,698 $1.4M
Pacer Advisors, Inc. 0.00% Add +3.7% 11,718 $1.4M
Captrust Financial Advisors 0.00% Add +29.8% 11,415 $1.3M
Peterson Wealth Services 0.40% Add +3.5% 11,109 $1.3M
Legato Capital Management LLC 0.17% Add +22.8% 11,055 $1.3M
Inspire Advisors, LLC 0.16% Add +2.7% 10,812 $1.3M
STRS Ohio 0.00% Reduce -17.5% 10,567 $1.2M
Legacy Wealth Asset Management, LLC 0.33% Reduce -2.3% 10,275 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -21.0% 10,079 $1.2M
Bank of Montreal 0.00% Add +5.1% 10,073 $1.2M
Pictet Asset Management Holding SA 0.00% Add +10.3% 10,037 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +10.1% 10,031 $1.2M
Atria Investments, Inc 0.01% Reduce -27.6% 9,968 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -18.3% 9,730 $1.1M
PFG Advisors 0.07% New 9,700 $1.1M
Caldwell Investment Management Ltd. 0.74% New 9,200 $1.1M
Guggenheim Capital LLC 0.01% Reduce -17.8% 9,171 $1.1M
Northstar Group, Inc. 0.18% No change 9,000 $1.1M
Nisa Investment Advisors, LLC 0.00% Add +2.4% 8,992 $1.1M
Corient Private Wealth LP 0.00% Reduce -0.2% 8,985 $1.1M
Cetera Investment Advisers 0.00% Reduce -16.6% 8,972 $1.1M
Nomura Holdings Inc. 0.01% New 8,952 $1.1M
Nicolet Advisory Services, LLC 0.09% Add +6.2% 8,409 $1.0M
Amundi 0.00% Reduce -24.4% 8,514 $1.0M
D. E. Shaw & Co. 0.00% Reduce -64.8% 8,352 $983K
Campbell & CO Investment Adviser LLC 0.07% Add +44.6% 8,241 $970K
Precision Wealth Strategies, LLC 0.75% Reduce -6.0% 8,198 $965K
Gitterman Wealth Management, LLC 0.39% Reduce -11.1% 8,000 $941K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.3% 7,985 $940K
Yarbrough Capital, LLC 0.04% No change 7,984 $940K
State of Alaska, Department of Revenue 0.01% Reduce -2.2% 7,695 $905K
Cadent Capital Advisors, LLC 0.31% No change 7,593 $894K
Savant Capital, LLC 0.01% New 7,511 $884K
&partners 0.01% Add +105.8% 7,284 $883K
Deutsche Bank AG 0.00% Reduce -0.1% 7,194 $847K
Gabelli Funds LLC 0.01% No change 7,000 $824K
OMERS ADMINISTRATION Corp 0.01% New 6,800 $800K
Engineers Gate Manager LP 0.01% New 6,702 $789K
Alliance Wealth Advisors, LLC 0.20% Reduce -20.2% 6,618 $779K
Bleakley Financial Group, LLC 0.02% New 6,549 $771K
Federated Hermes, Inc. 0.00% Reduce -6.2% 6,432 $757K
Greenwood Capital Associates LLC 0.10% Reduce -28.0% 6,348 $747K
Tower Research Capital LLC (TRC) 0.01% Add +278.6% 6,308 $742K
Yorktown Management & Research Co Inc 0.70% No change 6,200 $730K
Oddo BHF Asset Management Sas 0.04% New 6,091 $717K
Quantinno Capital Management LP 0.01% Reduce -7.2% 6,018 $708K
Global Retirement Partners, LLC 0.02% Reduce -2.8% 5,942 $699K
Schonfeld Strategic Advisors LLC 0.00% Reduce -61.0% 5,855 $689K
Cim, LLC 0.10% Reduce -13.3% 5,671 $667K
Inspire Investing, LLC 0.07% Reduce -13.5% 5,573 $656K
Illinois Municipal Retirement Fund 0.01% New 5,475 $644K
Zacks Investment Management 0.01% Reduce -15.7% 5,416 $637K
State of Wyoming 0.08% Add +60.8% 5,240 $617K
Highland Capital Management, LLC 0.04% New 5,228 $615K
Cynosure Group, LLC 0.09% Reduce -27.8% 5,224 $615K
Securian Asset Management, Inc. 0.02% Reduce -2.5% 5,100 $600K
Two Sigma Securities, LLC 0.11% Add +136.8% 5,023 $591K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -43.0% 4,900 $577K
Osaic Holdings, Inc. 0.00% Reduce -29.7% 4,850 $571K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 4,666 $550K
Aviva PLC 0.00% Reduce -31.5% 4,591 $540K
Quadrature Capital Ltd 0.01% New 4,574 $538K
First Commonwealth Financial Corp 0.12% Reduce -27.3% 4,434 $522K
Evergreen Capital Management LLC 0.02% Add +1.7% 4,312 $507K
Belpointe Asset Management LLC 0.03% Reduce -0.1% 5,310 $507K
O'shaughnessy Asset Management, LLC 0.00% Add +10.7% 4,202 $494K
Natixis Investment Managers International 0.04% Reduce -60.3% 4,095 $482K
Quadrant Capital Group LLC 0.03% Reduce -1.1% 4,050 $477K
Maryland State Retirement & Pension System 0.01% No change 3,901 $459K
PNC Financial Services Group, Inc. 0.00% Add +6.7% 3,868 $455K
Brighton Securities Corp. 0.22% — 3,787 $446K
Alps Advisors Inc. 0.00% No change 3,734 $439K
Commerzbank Aktiengesellschaft 0.01% Add +47.7% 1,217 $436K
Park Avenue Securities LLC 0.00% Add +0.6% 3,699 $435K
Waratah Capital Advisors Ltd. 0.02% New 3,690 $434K
Malaga Cove Capital, LLC 0.17% Add +89.0% 3,629 $427K
Colonial River Investments, LLC 0.21% Add +7.4% 3,613 $425K
Alpha Cubed Investments, LLC 0.02% Reduce -10.4% 3,600 $424K
Utah Retirement Systems 0.00% Reduce -2.7% 3,600 $424K
Axxcess Wealth Management, LLC 0.01% Add +7.2% 3,593 $423K
Prudential Financial Inc. 0.00% Reduce -3.1% 3,163 $422K
RiverPark Advisors, LLC 0.33% Add +22.5% 3,485 $410K
Trust Co. of Oklahoma 0.13% Reduce -2.4% 3,470 $408K
GTS Securities LLC 0.02% New 3,464 $408K
Voleon Capital Management LP 0.03% — 3,450 $406K
Summitry LLC 0.02% Add +26.7% 3,359 $395K
Smith, Moore & Co. 0.04% Add +3.1% 3,300 $388K
Great Valley Advisor Group, Inc. 0.01% No change 3,269 $385K
Bridgewater Associates 0.00% New 3,268 $385K
Caprock Group, LLC 0.01% Add +0.1% 3,194 $376K
Wallace Advisory Group, LLC 0.26% Reduce -4.5% 3,478 $375K
Diversify Wealth Management, LLC 0.03% Reduce -12.1% 3,070 $375K
Lindenwold Advisors, INC 0.20% Reduce -12.8% 3,165 $372K
ProShare Advisors LLC 0.00% Add +7.7% 3,156 $371K
Wedbush Securities Inc. 0.01% New 3,150 $371K
Cottonwood Capital Advisors, LLC 0.25% Reduce -10.4% 2,968 $349K
Susquehanna International Group, LLP 0.00% Reduce -72.3% 2,965 $349K
HBK Sorce Advisory LLC 0.01% Reduce -4.4% 2,916 $343K
Envestnet Portfolio Solutions, Inc. 0.00% Add +42.7% 2,876 $338K
Scientech Research LLC 0.10% New 2,871 $338K
Choreo, LLC 0.00% Add +10.7% 2,813 $337K
Entropy Technologies, LP 0.03% New 2,776 $327K
Mechanics Bank Trust Department 0.04% Reduce -22.0% 2,764 $325K
Vawter Financial, Ltd. 0.19% No change 2,710 $319K
Wolverine Trading, LLC 0.01% Reduce -39.4% 2,663 $319K
KBC Group NV 0.00% Add +42.9% 2,703 $318K
Marco Investment Management LLC 0.03% Reduce -8.1% 2,609 $307K
Conway Capital Management, Inc. 0.14% Add +4.0% 2,602 $306K
Cerity Partners LLC 0.00% Reduce -15.1% 2,662 $304K
Orion Porfolio Solutions, LLC 0.00% Add +30.5% 2,576 $303K
Orion Portfolio Solutions, LLC 0.00% Add +30.5% 2,576 $303K
Shelton Capital Management 0.01% Reduce -5.3% 2,537 $299K
CIBC Asset Management Inc 0.00% Add +5.0% 2,454 $289K
Congress Asset Management Co. 0.00% New 2,453 $289K
CW Advisors, LLC 0.00% Reduce -11.7% 2,453 $289K
Journey Strategic Wealth LLC 0.01% Add +0.0% 2,452 $289K
AlphaCore Capital LLC 0.06% No change 2,437 $287K
Avior Wealth Management, LLC 0.01% Add +5040.4% 2,416 $284K
Oak Thistle LLC 0.08% New 2,410 $284K
HM Payson & Co. 0.00% Reduce -48.9% 2,400 $282K
Prime Capital Investment Advisors, LLC 0.00% Add +0.2% 2,400 $282K
Keebeck Wealth Management 0.04% No change 2,357 $277K
Gibraltar Capital Management, Inc. 0.12% Reduce -14.9% 2,272 $267K
Edgestream Partners, L.P. 0.01% New 2,265 $267K
West Michigan Advisors, LLC 0.08% New 2,221 $261K
Equitable Trust Co. 0.01% No change 2,204 $259K
Callan Family Office, LLC 0.02% New 2,201 $259K
Fifth Third Wealth Advisors LLC 0.01% No change 2,169 $255K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.8% 2,143 $252K
Ellis Investment Partners, LLC 0.05% No change 2,134 $251K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -22.1% 2,128 $250K
PFW Advisors LLC 0.08% — 2,124 $250K
Hardy Reed LLC 0.02% Reduce -8.4% 2,067 $243K
HUB Investment Partners, LLC 0.01% Add +5.2% 2,016 $237K
Smartleaf Asset Management LLC 0.02% Reduce -21.7% 1,938 $232K
HSBC Holdings PLC 0.00% Add +3.6% 1,970 $232K
Intellectus Partners, LLC 0.05% Reduce -8.3% 1,883 $222K
Covestor Ltd 0.14% Reduce -17.1% 1,851 $218K
Baker Tilly Wealth Management, LLC 0.08% Reduce -24.0% 1,836 $216K
Tradition Wealth Management, LLC 0.02% New 1,808 $213K
Wilmington Savings Fund Society, FSB 0.00% Add +350.0% 1,800 $212K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,787 $210K
Verdence Capital Advisors LLC 0.02% New 1,776 $209K
Cowa, LLC 0.10% New 1,769 $208K
Forum Financial Management, LP 0.00% New 1,715 $202K
Mercer Global Advisors Inc. 0.00% New 1,715 $202K
GAMMA Investing LLC 0.02% Add +56.4% 1,636 $193K
Golden State Wealth Management, LLC 0.03% — 1,630 $192K
Bellwether Advisors, LLC 0.03% New 1,580 $186K
Acropolis Investment Management, LLC 0.01% No change 1,521 $179K
Fifth Third Bancorp 0.00% Reduce -9.7% 1,504 $177K
Harvest Fund Management Co., Ltd 0.01% Add +16.6% 1,457 $174K
CI Investments Inc. 0.00% Add +39.1% 1,369 $161K
Advisors Asset Management, Inc. 0.00% Add +78.1% 1,300 $153K
Exchange Traded Concepts, LLC 0.00% Add +6.5% 1,252 $147K
CVA Family Office, LLC 0.02% No change 1,123 $132K
Sterling Capital Management LLC 0.00% Reduce -12.3% 1,088 $128K
Archer Investment Corp 0.03% Reduce -31.8% 1,075 $127K
Northwestern Mutual Wealth Management Co. 0.00% Add +65.7% 1,064 $125K
Pinnacle Financial Partners Inc 0.00% No change 1,125 $121K
Winnacle Wealth LLC 0.12% — 998 $117K
Painted Porch Advisors LLC 0.04% Add +77.6% 760 $89K
Cwm, LLC 0.00% Reduce -2.0% 746 $88K
Simplex Trading, LLC 0.00% Reduce -66.9% 746 $87K
Oarsman Capital, Inc. 0.02% Add +6.5% 738 $87K
Harbour Investments, Inc. 0.00% No change 706 $83K
Huntington National Bank 0.00% Add +100.0% 656 $77K
First Horizon Advisors, Inc. 0.00% Reduce -22.0% 623 $73K
Signaturefd, LLC 0.00% Add +0.7% 617 $73K
Parallel Advisors, LLC 0.00% Add +11.2% 567 $67K
Caitong International Asset Management Co., Ltd 0.06% — 550 $65K
Park Square Financial Group, LLC 0.04% — 483 $57K
Whittier Trust Co. 0.00% New 391 $46K
Empowered Funds, LLC 0.00% New 360 $42K
Allworth Financial LP 0.00% Reduce -31.9% 307 $42K
Ascentis Wealth Management, LLC 0.01% No change 342 $40K
Westside Investment Management, Inc. 0.01% No change 330 $39K
UMB Bank, n.a. 0.00% Add +67.5% 325 $38K
Quarry LP 0.01% Add +49.0% 313 $37K
Twin Tree Management, LP 0.00% New 284 $33K
Farther Finance Advisors, LLC 0.00% Reduce -4.8% 278 $33K
Mather Group, Llc. 0.00% Add +521.6% 230 $27K
Clearstead Advisors, LLC 0.00% Add +4.6% 229 $27K
Mirae Asset Global Investments Co., Ltd. 0.00% New 199 $24K
Transce3nd, LLC 0.01% — 166 $20K
Tucker Asset Management LLC 0.00% Reduce -18.0% 159 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.5% 154 $18K
Bessemer Group Inc. 0.00% Add +90.1% 154 $18K
EverSource Wealth Advisors, LLC 0.00% Reduce -45.2% 149 $18K
MCF Advisors LLC 0.00% Add +25.4% 148 $17K
Wolff Wiese Magana LLC 0.01% Reduce -19.1% 127 $15K
Private Trust Co. NA 0.00% Add +8.9% 122 $14K
Fuller & Thaler Asset Management, Inc. 0.00% No change 115 $14K
SBI Securities Co., Ltd. 0.00% — 108 $13K
Lindbrook Capital, LLC 0.00% No change 105 $12K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $12K
Key Financial Inc 0.00% No change 97 $11K
Arax Advisory Partners 0.00% Reduce -3.1% 95 $11K
Hemington Wealth Management 0.00% Add +24.7% 96 $11K
MAI Capital Management 0.00% New 92 $11K
GeoWealth Management, LLC 0.00% New 90 $11K
Rothschild Investment LLC 0.00% New 85 $10K
Jones Financial Companies LLLP 0.00% No change 78 $9K
Hurley Capital, LLC 0.01% — 75 $9K
Washington Trust Advisors, Inc. 0.00% No change 73 $9K
Synergy Investment Management, LLC 0.00% — 62 $7K
Venturi Wealth Management, LLC 0.00% Reduce -20.9% 53 $6K
Beacon Capital Management, LLC 0.00% No change 51 $6K
Meeder Asset Management Inc. 0.00% New 49 $6K
Colonial Trust Co / SC 0.00% No change 48 $6K
Cullen/Frost Bankers, Inc. 0.00% New 48 $6K
Itau Unibanco Holding S.A. 0.00% Reduce -33.8% 47 $6K
Rakuten Securities, Inc. 0.00% Add +164.7% 45 $5K
Versant Capital Management, Inc 0.00% Reduce -10.2% 44 $5K
JFS Wealth Advisors, LLC 0.00% No change 44 $5K
IFP Advisors, Inc 0.00% New 23 $5K
Principal Securities, Inc. 0.00% Reduce -16.3% 36 $4K
LGT Financial Advisors LLC 0.01% No change 35 $4K
Ridgewood Investments LLC 0.00% No change 34 $4K
Altshuler Shaham Ltd 0.00% New 31 $4K
Aspect Partners, LLC 0.00% No change 30 $4K
Valued Wealth Advisors LLC 0.00% No change 30 $4K
Bellevue Asset Management, LLC 0.00% No change 28 $3K
Farmers & Merchants Investments Inc. 0.00% No change 28 $3K
Bell Investment Advisors, Inc 0.00% Add +26.7% 19 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -14.3% 18 $2K
Center for Financial Planning, Inc. 0.00% New 13 $2K
Steward Partners Investment Advisory, LLC 0.00% New 13 $2K
TD Private Client Wealth LLC 0.00% New 11 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 10 $1K
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 10 $1K
Larson Financial Group LLC 0.00% Add +25.0% 10 $1K
Assetmark, Inc. 0.00% New 7 $824
Global Financial Private Client, LLC 0.00% New 4 $471
Lanark Financial, Inc. 0.04% — 3 $413
First Pacific Financial 0.00% Reduce -91.2% 3 $354
Kohmann Bosshard Financial Services, LLC 0.00% New 3 $353
Brooklyn Investment Group 0.00% New 2 $236
Parkworth Wealth Management, Inc. 0.00% — 2 $235

"% of holder's portfolio" is AAON's weight in each manager's 13F, not the share of Aaon Inc. the manager owns.