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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $304.3M |
| Exits | 99 | $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 |
| State Board of Administration of Florida Retirement System | 0.01% | Add +7.2% | 51,059 | $4.0M |
| West Coast Financial LLC | 0.46% | Reduce -36.7% | 51,057 | $4.0M |
| Polen Capital Management LLC | 0.01% | Add +56.8% | 49,466 | $3.9M |
| Kennedy Capital Management LLC | 0.09% | Reduce -35.1% | 49,151 | $3.8M |
| American Century Companies Inc. | 0.00% | Reduce -28.8% | 48,947 | $3.8M |
| Ascent Group, LLC | 0.16% | New | 48,629 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -21.0% | 47,356 | $3.7M |
| US Bancorp \de | 0.00% | Reduce -13.2% | 43,643 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -10.9% | 42,053 | $3.3M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +322.4% | 41,103 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 40,689 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.5% | 40,396 | $3.2M |
| Value Aligned Research Advisors, LLC | 0.24% | New | 38,462 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +46.5% | 37,556 | $2.9M |
| Capital Advisors Inc. | 0.06% | No change | 37,001 | $2.9M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.6% | 34,721 | $2.7M |
| Amalgamated Bank | 0.02% | Reduce -2.5% | 34,068 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -19.4% | 33,896 | $2.6M |
| M&T Bank Corp | 0.01% | Reduce -7.0% | 32,430 | $2.5M |
| Oak Ridge Investments LLC | 0.20% | Add +3.4% | 31,021 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.0% | 30,830 | $2.4M |
| Ascent Wealth Partners, LLC | 0.32% | Add +1.6% | 30,368 | $2.4M |
| Aberdeen Group plc | 0.00% | New | 29,609 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1485.3% | 28,329 | $2.2M |
| Wesbanco Bank Inc. | 0.07% | No change | 27,500 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Add +32.3% | 27,236 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -16.8% | 27,090 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +60.0% | 27,038 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 26,270 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | Add +111.3% | 25,503 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | New | 25,133 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 24,387 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.8% | 24,202 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -46.1% | 24,098 | $1.9M |
| Vident Advisory, LLC | 0.03% | New | 23,432 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.7% | 23,219 | $1.8M |
| Cynosure Group, LLC | 0.24% | Add +334.7% | 22,707 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -65.8% | 22,357 | $1.7M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -96.0% | 22,314 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 19,248 | $1.7M |
| Creative Planning | 0.00% | Add +1.5% | 21,554 | $1.7M |
| PFG Advisors | 0.09% | Add +114.8% | 20,836 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,612 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.4% | 21,908 | $1.6M |
| Azzad Asset Management Inc. | 0.19% | Reduce -30.2% | 20,165 | $1.6M |
| Campbell Newman Asset Management Inc. | 0.13% | Reduce -0.4% | 20,113 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 19,784 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +26.0% | 19,530 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 19,426 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.1% | 18,900 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -75.7% | 18,419 | $1.4M |
| Storebrand Asset Management As | 0.00% | Add +24.7% | 18,369 | $1.4M |
| Jain Global LLC | 0.03% | New | 18,207 | $1.4M |
| Olistico Wealth, LLC | 0.86% | No change | 17,848 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | No change | 17,724 | $1.4M |
| Man Group plc | 0.00% | Reduce -80.2% | 17,517 | $1.4M |
| Atom Investors LP | 0.17% | New | 17,344 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +14.2% | 16,488 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +1.8% | 16,267 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.2% | 16,126 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +0.6% | 16,100 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -42.5% | 16,245 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.2% | 15,050 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.1% | 15,001 | $1.2M |
| Gibbs Wealth Management | 0.28% | Add +21.5% | 14,923 | $1.2M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.54% | Reduce -5.5% | 14,750 | $1.2M |
| Arcadia Investment Management Corp. | 0.21% | Add +2.9% | 14,738 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 14,200 | $1.1M |
| Xponance LLC | 0.01% | Add +1.7% | 13,946 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 13,715 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | New | 13,667 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -10.6% | 13,403 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.8% | 13,274 | $1.0M |
| Abn Amro Investment Solutions | 0.02% | New | 12,843 | $1.0M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -38.4% | 12,754 | $996K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.5% | 12,652 | $989K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 12,394 | $968K |
| Cresset Asset Management, LLC | 0.00% | Add +1.3% | 12,151 | $949K |
| Pathstone Holdings, LLC | 0.00% | Reduce -20.1% | 12,059 | $942K |
| Norden Group LLC | 0.11% | Reduce -30.3% | 11,993 | $937K |
| Parcion Private Wealth LLC | 0.07% | Reduce -11.4% | 11,449 | $895K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -30.9% | 11,318 | $884K |
| Portside Wealth Group, LLC | 0.14% | Reduce -25.2% | 11,003 | $860K |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.9% | 10,885 | $850K |
| Glenmede Trust Co. NA | 0.00% | Add +4.0% | 10,477 | $819K |
| SG Americas Securities, LLC | 0.00% | Reduce -57.9% | 10,391 | $812K |
| Teacher Retirement System of Texas | 0.00% | New | 10,099 | $789K |
| Cetera Investment Advisers | 0.00% | Add +12.4% | 10,089 | $788K |
| MFG Wealth Management, Inc. | 0.75% | Reduce -36.5% | 9,992 | $781K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -26.6% | 9,940 | $777K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.7% | 9,861 | $770K |
| Corient Private Wealth LP | 0.00% | Add +9.1% | 9,798 | $766K |
| ExodusPoint Capital Management, LP | 0.01% | New | 9,595 | $750K |
| Gitterman Wealth Management, LLC | 0.20% | Add +19.1% | 9,529 | $745K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 9,500 | $742K |
| Bank of Montreal | 0.00% | Reduce -6.5% | 9,413 | $735K |
| Nicolet Advisory Services, LLC | 0.07% | Add +7.9% | 9,077 | $730K |
| NorthCoast Asset Management LLC | 0.00% | New | 9,234 | $721K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -10.5% | 9,197 | $719K |
| Captrust Financial Advisors | 0.00% | Reduce -21.9% | 8,916 | $697K |
| Northstar Group, Inc. | 0.11% | Reduce -5.6% | 8,500 | $664K |
| Inspire Investing, LLC | 0.08% | Add +50.5% | 8,390 | $656K |
| Amundi | 0.00% | Reduce -2.6% | 8,288 | $642K |
| Quantinno Capital Management LP | 0.00% | Add +33.6% | 8,041 | $628K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,985 | $624K |
| Yarbrough Capital, LLC | 0.03% | No change | 7,984 | $624K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.7% | 7,905 | $617K |
| Cadent Capital Advisors, LLC | 0.23% | No change | 7,593 | $593K |
| Savant Capital, LLC | 0.00% | Reduce -0.6% | 7,463 | $583K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -10.7% | 7,358 | $575K |
| Quadrant Capital Group LLC | 0.02% | Add +79.8% | 7,281 | $569K |
| Precision Wealth Strategies, LLC | 0.43% | Reduce -12.1% | 7,204 | $563K |
| Oddo BHF Asset Management Sas | 0.02% | Add +17.3% | 7,146 | $558K |
| Prudential Financial Inc. | 0.00% | Add +37.3% | 4,343 | $548K |
| Gabelli Funds LLC | 0.00% | No change | 7,000 | $547K |
| Greenwood Capital Associates LLC | 0.07% | Add +8.5% | 6,885 | $538K |
| Peterson Wealth Services | 0.17% | Reduce -39.0% | 6,777 | $529K |
| Deutsche Bank AG | 0.00% | Reduce -6.5% | 6,730 | $526K |
| Danske Bank A/S | 0.00% | Reduce -84.1% | 6,439 | $503K |
| Atria Investments, Inc | 0.01% | Reduce -35.4% | 6,435 | $503K |
| Guggenheim Capital LLC | 0.00% | Reduce -30.2% | 6,398 | $500K |
| Yorktown Management & Research Co Inc | 0.53% | No change | 6,200 | $484K |
| Pinebridge Investments, L.P. | 0.00% | New | 6,112 | $478K |
| Institute for Wealth Management, LLC. | 0.06% | New | 5,929 | $463K |
| CENTRAL TRUST Co | 0.01% | Reduce -74.8% | 5,872 | $459K |
| Simplex Trading, LLC | 0.02% | Add +685.0% | 5,856 | $457K |
| Belpointe Asset Management LLC | 0.02% | Add +9.0% | 5,790 | $452K |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 5,590 | $437K |
| Inceptionr LLC | 0.13% | New | 5,570 | $435K |
| Lanark Financial, Inc. | 0.04% | — | 5,511 | $430K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 5,475 | $428K |
| Cim, LLC | 0.06% | Reduce -4.0% | 5,447 | $426K |
| Blalock Williams, LLC | 0.48% | New | 5,432 | $424K |
| Susquehanna International Group, LLP | 0.00% | Add +80.9% | 5,365 | $419K |
| &partners | 0.00% | Reduce -26.7% | 5,342 | $417K |
| Ethic Inc. | 0.01% | New | 5,184 | $410K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +101.3% | 5,185 | $405K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +101.3% | 5,185 | $405K |
| Securian Asset Management, Inc. | 0.01% | No change | 5,100 | $398K |
| Penn Mutual Asset Management | 0.99% | New | 5,000 | $391K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 4,900 | $383K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.3% | 4,678 | $365K |
| Warburton Capital Management, LLC | 0.26% | New | 4,589 | $358K |
| Edgestream Partners, L.P. | 0.01% | Add +100.9% | 4,550 | $355K |
| AlphaCore Capital LLC | 0.03% | Add +83.0% | 4,461 | $349K |
| United Services Automobile Association | 0.01% | New | 4,460 | $348K |
| Wallace Advisory Group, LLC | 0.24% | Reduce -15.5% | 2,939 | $346K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -33.6% | 4,395 | $343K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 4,284 | $335K |
| CHICAGO TRUST Co NA | 0.06% | New | 4,261 | $333K |
| Blueshift Asset Management, LLC | 0.13% | New | 4,234 | $331K |
| Equitable Trust Co. | 0.02% | Add +90.0% | 4,188 | $327K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 4,174 | $326K |
| State of Wyoming | 0.04% | Reduce -20.9% | 4,144 | $324K |
| Evergreen Capital Management LLC | 0.01% | Reduce -5.0% | 4,096 | $320K |
| Premier Fund Managers Ltd | 0.01% | New | 4,082 | $319K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.6% | 4,051 | $317K |
| Summitry LLC | 0.02% | Add +20.5% | 4,048 | $316K |
| Toronto Dominion Bank | 0.00% | New | 3,919 | $306K |
| King Luther Capital Management Corp. | 0.00% | New | 3,700 | $289K |
| Wedbush Securities Inc. | 0.01% | Add +15.9% | 3,650 | $285K |
| Ostrum Asset Management | 0.01% | New | 3,640 | $284K |
| Malaga Cove Capital, LLC | 0.12% | Add +0.2% | 3,636 | $284K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 3,600 | $281K |
| Utah Retirement Systems | 0.00% | No change | 3,600 | $281K |
| Two Sigma Securities, LLC | 0.04% | Reduce -30.5% | 3,491 | $273K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.6% | 3,418 | $267K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 3,304 | $258K |
| Headlands Technologies LLC | 0.03% | New | 3,202 | $250K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +49.2% | 3,197 | $250K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -19.3% | 3,149 | $246K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,139 | $245K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -11.5% | 2,716 | $242K |
| KBC Group NV | 0.00% | Add +11.8% | 3,022 | $236K |
| Trust Co. of Oklahoma | 0.08% | Reduce -14.2% | 2,979 | $233K |
| Brighton Securities Corp. | 0.11% | Reduce -21.8% | 2,963 | $231K |
| ProShare Advisors LLC | 0.00% | Reduce -8.9% | 2,875 | $225K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -12.4% | 2,862 | $224K |
| Caprock Group, LLC | 0.01% | Reduce -10.8% | 2,850 | $223K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +16.4% | 2,794 | $218K |
| Florida Financial Advisors, LLC | 0.08% | New | 2,745 | $215K |
| Journey Strategic Wealth LLC | 0.01% | Add +11.2% | 2,726 | $213K |
| Vawter Financial, Ltd. | 0.12% | No change | 2,710 | $212K |
| Lindenwold Advisors, INC | 0.12% | Reduce -14.4% | 2,710 | $212K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -10.3% | 2,615 | $204K |
| Marco Investment Management LLC | 0.02% | No change | 2,609 | $204K |
| RiverPark Advisors, LLC | 0.17% | Reduce -27.1% | 2,539 | $198K |
| HM Payson & Co. | 0.00% | No change | 2,400 | $188K |
| Pacer Advisors, Inc. | 0.00% | Reduce -83.8% | 1,895 | $148K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,800 | $141K |
| Blue Trust, Inc. | 0.00% | New | 1,795 | $140K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,125 | $132K |
| Advisors Asset Management, Inc. | 0.00% | Add +25.5% | 1,632 | $128K |
| Golden State Wealth Management, LLC | 0.02% | No change | 1,630 | $127K |
| Fifth Third Bancorp | 0.00% | Add +5.2% | 1,582 | $124K |
| Bellwether Advisors, LLC | 0.03% | No change | 1,580 | $123K |
| GAMMA Investing LLC | 0.01% | Reduce -6.7% | 1,526 | $119K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,521 | $119K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.6% | 1,477 | $115K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -25.8% | 1,438 | $112K |
| Covestor Ltd | 0.07% | Reduce -23.3% | 1,419 | $111K |
| CI Investments Inc. | 0.00% | Reduce -3.4% | 1,322 | $103K |
| SBI Securities Co., Ltd. | 0.00% | Add +987.0% | 1,174 | $92K |
| CVA Family Office, LLC | 0.01% | No change | 1,123 | $88K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,035 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 1,032 | $81K |
| Winnacle Wealth LLC | 0.07% | No change | 998 | $78K |
| Cwm, LLC | 0.00% | Add +25.7% | 938 | $73K |
| Group One Trading LLC | 0.00% | New | 850 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +26.3% | 716 | $56K |
| Signaturefd, LLC | 0.00% | Reduce -2.9% | 599 | $47K |
| UMB Bank, n.a. | 0.00% | Add +81.2% | 589 | $46K |
| Park Square Financial Group, LLC | 0.03% | No change | 483 | $38K |
| Painted Porch Advisors LLC | 0.02% | Reduce -37.6% | 474 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -32.3% | 422 | $33K |
| Huntington National Bank | 0.00% | Reduce -37.2% | 412 | $32K |
| Allworth Financial LP | 0.00% | Add +21.5% | 373 | $32K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -71.7% | 412 | $32K |
| Whittier Trust Co. | 0.00% | No change | 391 | $31K |
| Lindbrook Capital, LLC | 0.00% | Add +239.1% | 356 | $28K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 342 | $27K |
| Versant Capital Management, Inc | 0.00% | Add +652.3% | 331 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 330 | $26K |
| Rakuten Securities, Inc. | 0.01% | Add +613.3% | 321 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +38.4% | 317 | $25K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 255 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +63.6% | 252 | $20K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.2% | 226 | $18K |
| Mather Group, Llc. | 0.00% | Reduce -10.4% | 206 | $16K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.0% | 203 | $16K |
| Bessemer Group Inc. | 0.00% | Add +29.2% | 199 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 172 | $13K |
| Rise Advisors, LLC | 0.01% | New | 170 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.1% | 170 | $13K |
| Transce3nd, LLC | 0.01% | No change | 166 | $13K |
| Parkside Financial Bank & Trust | 0.00% | New | 150 | $12K |
| MCF Advisors LLC | 0.00% | Reduce -10.8% | 132 | $10K |
| Brooklyn Investment Group | 0.00% | Add +5950.0% | 121 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +32.0% | 103 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | Add +37.0% | 100 | $8K |
| Hollencrest Capital Management | 0.00% | New | 100 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 98 | $8K |
| Summit Securities Group LLC | 0.01% | New | 97 | $8K |
| Key Financial Inc | 0.00% | No change | 97 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -66.9% | 92 | $7K |
| Larson Financial Group LLC | 0.00% | Add +830.0% | 93 | $7K |
| MAI Capital Management | 0.00% | No change | 92 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -28.4% | 91 | $7K |
| Hemington Wealth Management | 0.00% | Reduce -1.0% | 95 | $7K |
| Hurley Capital, LLC | 0.00% | No change | 75 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 69 | $5K |
| Synergy Investment Management, LLC | 0.00% | No change | 62 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -50.0% | 61 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 55 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 36 | $4K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 47 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 51 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +82.1% | 51 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 48 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -2.3% | 43 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 33 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +35.7% | 38 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +245.4% | 38 | $3K |
| Optiver Holding B.V. | 0.00% | New | 36 | $3K |
| Ridgewood Investments LLC | 0.00% | No change | 34 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -66.3% | 32 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 30 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 30 | $2K |
| High Note Wealth, LLC | 0.00% | New | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 19 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +46.1% | 19 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -22.2% | 14 | $1K |
| Center for Financial Planning, Inc. | 0.00% | No change | 13 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +10.0% | 11 | $860 |
| Global Financial Private Client, LLC | 0.00% | Add +125.0% | 9 | $703 |
| ORG Partners LLC | 0.00% | New | 7 | $554 |
| Assetmark, Inc. | 0.00% | No change | 7 | $547 |
| SouthState Bank Corp | 0.00% | New | 5 | $391 |
| True Wealth Design, LLC | 0.00% | New | 3 | $235 |
| American Capital Advisory, LLC | 0.00% | New | 3 | $235 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $156 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $156 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $156 |
| AlphaQuest LLC | 0.00% | New | 2 | $156 |
"% of holder's portfolio" is AAON's weight in each manager's 13F, not the share of Aaon Inc. the manager owns.