AaonAAON

13F holders, Q1 2025 (March 31)
384holders −38
62new positions
99sold out
5famous investors
$78.14avg. 13F price*

At the end of Q1 2025, 384 institutions reported holding Aaon Inc. (AAON) in their 13F filings, down 38 from Q4 2024. 62 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($509.1M), BlackRock, Inc. ($497.4M) and JPMorgan Chase & Co. ($230.1M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions62$304.3M
Exits99$328.2M

All 13F filers, Q4 2024 → Q1 2025: 11,341,457 shares bought and 8,013,174 shares sold, net +3,328,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 384 holders

Vanguard Group Inc. 0.01% Add +4.4% 6,516,204 $509.1M
BlackRock, Inc. 0.01% Reduce -10.1% 6,366,233 $497.4M
JPMorgan Chase & Co. 0.02% Reduce -1.3% 2,945,154 $230.1M
Blair William & Co. 0.51% Add +86.2% 2,177,688 $170.1M
State Street Corp. 0.01% Add +0.5% 2,062,876 $161.2M
Morgan Stanley 0.01% Add +46.0% 1,981,394 $154.8M
Geneva Capital Management LLC 2.77% Add +13.1% 1,897,728 $148.3M
Conestoga Capital Advisors, LLC 2.23% Reduce -0.1% 1,888,912 $147.6M
Wasatch Advisors LP 0.77% Add +11.5% 1,758,469 $137.4M
Kayne Anderson Rudnick Investment Management LLC 0.33% Reduce -27.7% 1,732,426 $135.4M
Dimensional Fund Advisors LP 0.03% Add +5.0% 1,402,803 $109.6M
Geode Capital Management, LLC 0.01% Add +6.3% 1,315,074 $102.8M
FMR LLC 0.01% Reduce -7.7% 1,266,642 $99.0M
Pictet Asset Management Holding SA 0.11% Add +12021.9% 1,216,674 $95.1M
Bank of New York Mellon Corp 0.02% Add +39.7% 1,101,692 $86.1M
Invesco Ltd. 0.02% Reduce -49.0% 1,037,012 $81.0M
Ameriprise Financial Inc. 0.02% Reduce -1.7% 1,032,898 $80.7M
First Trust Advisors LP 0.06% Reduce -15.6% 902,791 $70.5M
Bokf, NA 0.94% No change 681,598 $53.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.7% 677,787 $53.0M
Allspring Global Investments Holdings, LLC 0.09% Add +107.7% 654,794 $51.8M
T. Rowe Price Associates Inc. 0.01% Add +5.7% 646,890 $50.5M
Northern Trust Corp. 0.01% Add +3.1% 644,722 $50.4M
Spyglass Capital Management LLC 3.33% New 620,895 $48.5M
Stephens Investment Management Group LLC 0.68% Reduce -0.7% 602,790 $47.1M
Vaughan Nelson Investment Management, L.P. 0.47% Reduce -14.9% 595,240 $46.5M
Mawer Investment Management Ltd. 0.21% New 565,972 $44.2M
Norges Bank 0.01% Reduce -18.3% 531,882 $41.6M
Brown Advisory Inc. 0.06% New 527,075 $41.2M
Raymond James Financial Inc. 0.01% Reduce -21.1% 491,305 $38.4M
Capital International Investors 0.01% Add +0.1% 466,529 $36.4M
Impax Asset Management Group plc 0.22% New 469,850 $36.2M
Goldman Sachs Group Inc. 0.01% Add +20.6% 430,936 $33.7M
Franklin Resources Inc. 0.01% Add +24.1% 429,195 $33.5M
Voya Investment Management LLC 0.04% Add +333.8% 392,841 $30.7M
Federated Hermes, Inc. 0.07% Add +5973.3% 390,632 $30.5M
Ranger Investment Management, L.P. 2.12% Add +7.0% 380,428 $29.7M
Baird Financial Group, Inc. 0.06% Reduce -28.6% 371,633 $29.0M
GMO 0.09% Add +68.5% 360,377 $28.2M
Bank of America Corp. 0.00% Add +27.5% 344,684 $26.9M
Aperture Investors, LLC 3.83% New 322,765 $25.2M
Sei Investments Co. 0.03% Add +44.7% 315,504 $24.7M
Envestnet Asset Management Inc. 0.01% Reduce -8.0% 313,558 $24.5M
Pembroke Management, LTD 3.51% Add +34.7% 307,685 $24.0M
Clearbridge Investments, LLC 0.02% Add +75.5% 294,455 $23.0M
UBS Group AG 0.01% Add +78.8% 286,297 $22.4M
Ensign Peak Advisors, Inc 0.04% Add +1075.7% 281,128 $22.0M
Jackson Square Partners, LLC 2.82% New 268,297 $21.0M
Macquarie Group Ltd. 0.03% Add +1218.0% 267,514 $20.9M
Nuveen, LLC 0.01% — 265,697 $20.8M
Rockefeller Capital Management L.P. 0.04% Add +23.7% 233,487 $18.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.7% 233,002 $18.2M
Wells Fargo & Company 0.00% Reduce -26.3% 213,625 $16.7M
EULAV Asset Management 0.40% No change 208,500 $16.3M
Rhumbline Advisers 0.01% Reduce -0.6% 197,286 $15.4M
WCM Investment Management, LLC 0.04% New 196,456 $15.3M
Comerica Bank 0.06% Reduce -31.8% 184,118 $14.4M
Victory Capital Management Inc. 0.01% Reduce -19.0% 183,102 $14.3M
Royce & Associates LP 0.15% New 179,175 $14.0M
Barclays PLC 0.01% Add +42.8% 162,740 $12.7M
Tidal Investments LLC 0.10% Add +12.1% 157,054 $12.3M
Principal Financial Group Inc. 0.01% Reduce -0.3% 156,425 $12.2M
New York State Common Retirement Fund 0.02% Add +132.8% 150,088 $11.7M
Swiss National Bank 0.01% Reduce -1.1% 133,925 $10.5M
Citadel Advisors 0.01% Add +120.5% 133,162 $10.4M
Legal & General Group Plc 0.00% Add +2.0% 131,368 $10.3M
Swedbank AB 0.01% Reduce -8.5% 129,000 $10.1M
Capstone Investment Advisors, LLC 0.11% New 125,000 $9.8M
Next Century Growth Investors LLC 0.86% Reduce -16.8% 124,390 $9.7M
Peregrine Capital Management LLC 0.32% Add +71.6% 124,292 $9.7M
Ferguson Wellman Capital Management, Inc. 0.18% Add +3.3% 119,547 $9.3M
Allied Investment Advisors, LLC 1.71% Reduce -6.9% 115,411 $9.0M
Natixis Advisors, LLC 0.02% Reduce -19.7% 109,652 $8.6M
Royal Bank of Canada 0.00% Reduce -4.5% 108,707 $8.5M
Russell Investments Group, Ltd. 0.01% Add +119.3% 107,365 $8.4M
Driehaus Capital Management LLC 0.08% Reduce -84.9% 104,628 $8.2M
Daiwa Securities Group Inc. 0.03% Add +89.8% 101,158 $7.9M
11 Capital Partners LP 2.60% Add +253.5% 100,400 $7.8M
D. E. Shaw & Co. 0.01% Add +1036.9% 94,955 $7.4M
California Public Employees Retirement System 0.01% Reduce -22.9% 93,316 $7.3M
Curi Capital, LLC 0.18% Add +402.5% 92,981 $7.3M
Townsquare Capital LLC 0.07% Reduce -17.9% 86,713 $6.8M
CenterBook Partners LP 0.41% New 82,604 $6.5M
Retirement Systems of Alabama 0.03% Add +0.1% 82,110 $6.4M
Millennium Management 0.01% Add +429.3% 81,145 $6.3M
Alliancebernstein L.P. 0.00% Reduce -1.4% 80,014 $6.3M
Tribune Investment Group LP 3.58% New 80,000 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -8.8% 79,011 $6.2M
Jacobs Levy Equity Management, Inc. 0.02% New 77,290 $6.0M
Corebridge Financial, Inc. 0.03% Reduce -2.4% 75,257 $5.9M
Van Eck Associates Corp. 0.01% Add +10.8% 73,155 $5.7M
Janus Henderson Group PLC 0.00% Add +20.5% 69,870 $5.5M
State of Wisconsin Investment Board 0.01% Add +41.1% 67,679 $5.3M
Erste Asset Management GmbH 0.07% Add +6.3% 66,034 $5.2M
Wellington Management Group LLP 0.00% Reduce -6.4% 66,096 $5.2M
California State Teachers Retirement System 0.01% Add +2.6% 66,028 $5.2M
Chatham Capital Group, Inc. 0.81% Add +3.3% 62,262 $4.9M
Bahl & Gaynor LLC 0.02% Reduce -12.6% 61,682 $4.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.5% 55,328 $4.3M
4D Advisors, LLC 3.34% Add +175.0% 55,000 $4.3M

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

Show all 384 holders