AaonAAON

13F holders, Q3 2025 (September 30)
403holders +11
79new positions
63sold out
5famous investors
$93.45avg. 13F price*

At the end of Q3 2025, 403 institutions reported holding Aaon Inc. (AAON) in their 13F filings, up 11 from Q2 2025. 79 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($604.9M), BlackRock, Inc. ($596.3M) and Wellington Management Group LLP ($442.9M). 5 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions79$484.6M
Exits63$117.1M

All 13F filers, Q2 2025 → Q3 2025: 16,386,826 shares bought and 6,387,537 shares sold, net +9,999,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 403 holders

Vanguard Group Inc. 0.01% Reduce -0.3% 6,474,089 $604.9M
BlackRock, Inc. 0.01% Reduce -0.1% 6,381,365 $596.3M
Wellington Management Group LLP 0.08% Add +512.5% 4,739,892 $442.9M
Champlain Investment Partners, LLC 1.63% Add +96.4% 2,320,319 $216.8M
Wasatch Advisors LP 1.08% Add +27.1% 2,138,959 $199.9M
State Street Corp. 0.01% Add +0.0% 2,046,853 $191.3M
Geneva Capital Management LLC 3.24% Reduce -0.7% 2,023,146 $189.0M
Morgan Stanley 0.01% Reduce -8.4% 2,009,449 $187.8M
First Trust Advisors LP 0.13% Add +136.4% 1,933,595 $180.7M
Blair William & Co. 0.45% Reduce -20.2% 1,819,292 $170.0M
Conestoga Capital Advisors, LLC 2.54% Reduce -9.0% 1,691,320 $158.0M
Capital International Investors 0.02% Add +50.9% 1,471,792 $137.5M
Kayne Anderson Rudnick Investment Management LLC 0.33% Reduce -10.8% 1,446,976 $135.2M
Dimensional Fund Advisors LP 0.03% Reduce -1.1% 1,411,438 $131.9M
Geode Capital Management, LLC 0.01% Add +1.4% 1,360,715 $127.2M
FMR LLC 0.01% Reduce -5.9% 1,296,641 $121.2M
Pictet Asset Management Holding SA 0.11% Reduce -2.1% 1,196,870 $111.8M
JPMorgan Chase & Co. 0.01% Reduce -17.8% 1,186,585 $110.9M
Ameriprise Financial Inc. 0.02% Add +1.6% 1,138,606 $106.4M
Spyglass Capital Management LLC 5.33% Add +50.0% 1,068,859 $99.9M
Impax Asset Management Group plc 0.49% Add +56.0% 916,047 $84.7M
Brown Advisory Inc. 0.10% Add +15.7% 828,040 $77.4M
Mawer Investment Management Ltd. 0.38% Reduce -0.1% 789,309 $73.8M
Northern Trust Corp. 0.01% Add +17.4% 762,711 $71.3M
Copeland Capital Management, LLC 1.42% New 728,124 $68.0M
Baron Capital (BAMCO) 0.18% New 726,907 $67.9M
Charles Schwab Investment Management Inc. 0.01% Add +2.4% 693,560 $64.8M
Bokf, NA 0.96% Reduce -0.0% 681,598 $63.7M
GMO 0.17% Add +0.9% 629,679 $58.8M
Stephens Investment Management Group LLC 0.70% Reduce -4.7% 579,015 $54.1M
Allspring Global Investments Holdings, LLC 0.09% Add +24.6% 560,371 $53.8M
Royal Bank of Canada 0.01% Add +69.1% 568,407 $53.1M
UBS Group AG 0.01% Add +78.5% 564,060 $52.7M
Pembroke Management, LTD 5.13% Add +28.6% 553,149 $51.7M
Capital World Investors 0.01% New 529,346 $49.5M
Value Aligned Research Advisors, LLC 1.14% Add +57.8% 527,874 $49.3M
Clean Energy Transition LLP 4.22% New 513,442 $48.0M
Federated Hermes, Inc. 0.08% Add +40.9% 495,377 $46.3M
Sei Investments Co. 0.05% Add +37.4% 494,784 $46.2M
Bank of New York Mellon Corp 0.01% Reduce -5.7% 470,729 $44.0M
Alyeska Investment Group, L.P. 0.13% New 442,345 $41.3M
Royce & Associates LP 0.40% Add +4.6% 426,604 $39.9M
Ranger Investment Management, L.P. 2.75% Reduce -2.8% 421,615 $39.4M
Bank of America Corp. 0.00% Add +46.1% 396,440 $37.0M
Ceredex Value Advisors LLC 0.79% New 363,650 $34.0M
Voya Investment Management LLC 0.04% Reduce -31.5% 359,315 $33.6M
Aperture Investors, LLC 4.34% Add +0.2% 334,733 $31.3M
Envestnet Asset Management Inc. 0.01% Add +12.6% 328,432 $30.7M
Swedbank AB 0.03% Add +50.5% 325,000 $30.4M
Wells Fargo & Company 0.01% Add +30.1% 304,454 $28.4M
Invesco Ltd. 0.00% Reduce -47.3% 298,619 $27.9M
T. Rowe Price Associates Inc. 0.00% Reduce -58.7% 280,120 $26.2M
Schonfeld Strategic Advisors LLC 0.18% Add +348.1% 276,261 $25.8M
WCM Investment Management, LLC 0.05% Add +34.7% 281,288 $25.7M
Rockefeller Capital Management L.P. 0.05% Add +7.6% 262,149 $24.5M
Raymond James Financial Inc. 0.01% Reduce -17.8% 251,355 $23.5M
Kennedy Capital Management LLC 0.52% Add +100.3% 250,584 $23.4M
American Capital Management Inc. 0.91% New 244,446 $22.8M
Riverbridge Partners LLC 0.35% New 224,184 $20.9M
Retirement Systems of Alabama 0.07% Add +160.3% 214,880 $20.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -32.2% 212,918 $19.9M
EULAV Asset Management 0.45% No change 208,500 $19.5M
Allied Investment Advisors, LLC 2.95% Reduce -18.2% 198,652 $18.6M
Rhumbline Advisers 0.01% Reduce -1.0% 193,288 $18.1M
Comerica Bank 0.07% Reduce -4.8% 192,802 $18.0M
Nuveen, LLC 0.00% Reduce -25.2% 183,312 $17.1M
New York State Common Retirement Fund 0.02% Add +26.6% 166,925 $15.6M
Credit Agricole S A 0.05% — 166,829 $15.6M
Tidal Investments LLC 0.06% Add +5.4% 163,346 $15.3M
Granite Investment Partners, LLC 0.83% New 156,598 $14.6M
Amundi 0.00% Add +1813.5% 151,301 $14.2M
Summit Partners Public Asset Management, LLC 0.46% New 150,000 $14.0M
Principal Financial Group Inc. 0.01% Reduce -2.6% 149,702 $14.0M
Moore Capital Management, LP 0.28% New 149,385 $14.0M
Russell Investments Group, Ltd. 0.02% Add +58.7% 148,810 $13.9M
BLI - Banque de Luxembourg Investments 0.40% Add +140.3% 149,200 $13.7M
Ensign Peak Advisors, Inc 0.02% Reduce -24.2% 143,301 $13.4M
Peregrine Capital Management LLC 0.40% Reduce -0.4% 140,970 $13.2M
Swiss National Bank 0.01% Add +1.6% 134,125 $12.5M
Jackson Square Partners, LLC 5.05% Add +195.8% 133,734 $12.5M
11 Capital Partners LP 3.48% Reduce -3.8% 131,373 $12.3M
Aberdeen Group plc 0.02% Reduce -24.3% 125,596 $11.7M
Clearbridge Investments, LLC 0.01% Reduce -57.9% 124,049 $11.6M
Legal & General Group Plc 0.00% Reduce -5.3% 122,006 $11.4M
Silvercrest Asset Management Group LLC 0.07% Add +2125.5% 120,934 $11.3M
Goldman Sachs Group Inc. 0.00% Reduce -73.5% 118,355 $11.1M
Ferguson Wellman Capital Management, Inc. 0.18% Reduce -0.3% 117,975 $11.0M
Next Century Growth Investors LLC 0.80% New 117,233 $11.0M
Bar Harbor Wealth Management 0.61% New 109,410 $10.2M
Balyasny Asset Management L.P. 0.02% New 108,858 $10.2M
King Luther Capital Management Corp. 0.04% Add +102.6% 108,409 $10.1M
Curi Capital, LLC 0.17% Add +7.2% 100,213 $9.4M
Nepsis Inc. 2.75% New 92,916 $8.7M
SG Capital Management LLC 0.84% New 90,113 $8.4M
AXA Investment Managers S.A. 0.02% — 89,137 $8.3M
California Public Employees Retirement System 0.00% Reduce -7.8% 88,222 $8.2M
Public Employees Retirement System of Ohio 0.02% Add +10.0% 82,784 $7.7M
Barclays PLC 0.00% Reduce -49.3% 82,181 $7.7M
Alliancebernstein L.P. 0.00% Reduce -0.7% 79,422 $7.4M
Atom Investors LP 0.51% Add +52.3% 72,132 $6.7M
Natixis 0.04% New 71,138 $6.6M
Chatham Capital Group, Inc. 0.92% Add +10.4% 68,193 $6.4M
Senvest Management, LLC 0.20% New 66,405 $6.2M
State of Wisconsin Investment Board 0.01% Add +0.2% 64,827 $6.1M
California State Teachers Retirement System 0.01% Reduce -2.1% 64,642 $6.0M
Van Eck Associates Corp. 0.01% Add +2.4% 57,736 $5.4M
Bahl & Gaynor LLC 0.03% Reduce -10.6% 56,836 $5.3M
Ascent Group, LLC 0.18% Add +3.5% 55,629 $5.2M
B. Metzler seel. Sohn & Co. AG 0.04% Add +27.0% 53,962 $5.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.7% 50,942 $4.8M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.3% 50,613 $4.7M
Verition Fund Management LLC 0.03% Add +55.4% 47,070 $4.4M
Teachers Retirement System of the State of Kentucky 0.03% Add +127.5% 46,884 $4.4M
Mgo One Seven LLC 0.10% Reduce -1.5% 46,522 $4.3M
US Bancorp \de 0.00% Add +0.8% 44,056 $4.1M
Stifel Financial Corp. 0.00% Add +128.8% 43,899 $4.1M
CenterBook Partners LP 0.20% Reduce -66.5% 43,008 $4.0M
Twin Tree Management, LP 0.18% Add +769.1% 40,491 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Add +1.9% 40,809 $3.7M
Neuberger Berman Group LLC 0.00% Reduce -13.8% 39,937 $3.7M
MetLife Investment Management, LLC 0.02% New 37,954 $3.5M
LPL Financial LLC 0.00% Reduce -1.8% 37,106 $3.5M
Advantage Alpha Capital Partners LP 1.04% Reduce -51.0% 37,031 $3.5M
Macquarie Group Ltd. 0.00% Reduce -1.9% 36,958 $3.5M
Capital Advisors Inc. 0.06% Reduce -1.5% 36,043 $3.4M
Cetera Investment Advisers 0.00% Add +227.4% 35,664 $3.3M
Oppenheimer Asset Management Inc. 0.04% Add +19.2% 35,300 $3.3M
Lighthouse Investment Partners, LLC 0.12% New 35,000 $3.3M
Amalgamated Bank 0.02% Add +1.4% 33,534 $3.1M
Ardsley Advisory Partners LP 0.46% New 32,200 $3.0M
Strategic Wealth Partners, Ltd. 0.22% Add +81.0% 31,860 $3.0M
Bridges Investment Management Inc. 0.04% Add +6.4% 31,327 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -7.0% 31,252 $2.9M
Treasurer of the State of North Carolina 0.01% Reduce -3.7% 30,215 $2.8M
Police & Firemen's Retirement System of New Jersey 0.02% Add +16.9% 29,888 $2.8M
Millennium Management 0.00% Reduce -68.0% 29,338 $2.7M
Janus Henderson Group PLC 0.00% No change 28,910 $2.7M
M&T Bank Corp 0.01% Reduce -10.5% 28,545 $2.7M
New York State Teachers Retirement System 0.01% Add +12.8% 28,342 $2.6M
Wesbanco Bank Inc. 0.07% No change 27,500 $2.6M
State of New Jersey Common Pension Fund D 0.01% Add +8.6% 26,283 $2.5M
American Century Companies Inc. 0.00% Reduce -3.8% 25,034 $2.3M
Arcadia Investment Management Corp. 0.35% Reduce -11.8% 24,550 $2.3M
State of Tennessee, Department of Treasury 0.01% No change 23,800 $2.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +14.4% 23,026 $2.2M
LRT Capital Management, LLC 1.41% Add +148.0% 22,780 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.9% 22,213 $2.1M
CIBC Private Wealth Group LLC 0.00% Reduce -0.8% 21,732 $2.0M
Campbell Newman Asset Management Inc. 0.15% Add +0.5% 21,647 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -5.9% 21,445 $2.0M
Oak Ridge Investments LLC 0.13% Reduce -0.7% 20,898 $2.0M
Handelsbanken Fonder AB 0.01% Add +20.2% 20,824 $1.9M
AQR Capital Management 0.00% Reduce -12.7% 20,667 $1.9M
Daiwa Securities Group Inc. 0.01% Reduce -8.6% 20,530 $1.9M
Arizona State Retirement System 0.01% Add +1.5% 20,443 $1.9M
KLP Kapitalforvaltning As 0.01% No change 20,050 $1.9M
Bessemer Group Inc. 0.00% Add +105.7% 19,675 $1.8M
Citadel Advisors 0.00% Reduce -78.3% 19,077 $1.8M
Diversified Trust Co. 0.04% Add +90.9% 18,828 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -1.1% 18,800 $1.8M
Storebrand Asset Management As 0.00% No change 18,369 $1.7M
Creative Planning 0.00% Reduce -7.8% 17,919 $1.7M
Olistico Wealth, LLC 0.88% No change 17,903 $1.7M
Citigroup Inc. 0.00% Reduce -43.4% 17,661 $1.7M
Maridea Wealth Management LLC 0.26% New 16,303 $1.6M
Man Group plc 0.00% Reduce -8.3% 17,615 $1.6M
Regions Financial Corp. 0.01% Add +6.2% 17,515 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 17,368 $1.6M
Highland Capital Management, LLC 0.08% New 17,366 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -15.6% 17,099 $1.6M
Prelude Capital Management, LLC 0.13% Reduce -69.2% 17,100 $1.6M
State of Michigan Retirement System 0.01% Reduce -0.6% 16,100 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -0.1% 15,946 $1.5M
Natixis Advisors, LLC 0.00% Add +27.6% 15,733 $1.5M
New Age Alpha Advisors, LLC 0.06% Reduce -2.6% 15,716 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.2% 15,547 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.0% 15,083 $1.4M
Bank of Montreal 0.00% Add +37.8% 15,013 $1.4M
Pathstone Holdings, LLC 0.01% Add +54.7% 14,425 $1.3M
Morningstar Investment Management LLC 0.05% New 14,246 $1.3M
New Mexico Educational Retirement Board 0.04% No change 14,200 $1.3M
Oddo BHF Asset Management Sas 0.05% Add +98.1% 14,157 $1.3M
Xponance LLC 0.01% Add +1.7% 14,101 $1.3M
Brevan Howard Capital Management LP 0.02% Add +312.3% 13,883 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.4% 13,615 $1.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.51% No change 13,600 $1.3M
Franklin Resources Inc. 0.00% Reduce -97.2% 13,501 $1.3M
Pacer Advisors, Inc. 0.00% Add +268.3% 13,432 $1.3M
Concentric Capital Strategies, LP 0.06% New 13,113 $1.2M
Barbara Oil Co. 0.45% No change 13,000 $1.2M
NorthCoast Asset Management LLC 0.00% Add +0.2% 12,887 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.3% 12,685 $1.2M
Two Sigma Investments, LP 0.00% Reduce -78.9% 12,184 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -64.5% 11,848 $1.1M
Parcion Private Wealth LLC 0.07% Add +0.5% 11,501 $1.1M
Cynosure Group, LLC 0.11% No change 11,179 $1.0M
Nisa Investment Advisors, LLC 0.00% New 11,174 $1.0M
Gabelli Funds LLC 0.01% Reduce -8.3% 11,000 $1.0M
Abn Amro Investment Solutions 0.02% Reduce -16.4% 10,742 $1.0M
Vancity Investment Management Ltd 0.13% Add +165.8% 10,676 $998K
BNP Paribas Financial Markets 0.00% Reduce -89.7% 10,418 $973K
Nicolet Advisory Services, LLC 0.08% Add +2.3% 9,377 $966K
Captrust Financial Advisors 0.00% Add +0.4% 10,296 $962K
Victory Capital Management Inc. 0.00% Reduce -93.3% 10,166 $950K
Glenmede Investment Management, LP 0.00% Reduce -2.1% 10,056 $940K
Sterling Capital Management LLC 0.01% Add +9580.6% 9,971 $932K
HighTower Advisors, LLC 0.00% Reduce -20.4% 9,471 $885K
CHICAGO TRUST Co NA 0.12% Reduce -3.9% 9,136 $854K
Gitterman Wealth Management, LLC 0.19% Reduce -4.7% 9,074 $848K
Teacher Retirement System of Texas 0.00% Reduce -13.7% 9,056 $846K
Quantinno Capital Management LP 0.00% Add +17.7% 8,851 $827K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -6.0% 8,233 $772K
Northstar Group, Inc. 0.12% No change 8,200 $766K
Summit Wealth Group LLC / Co. 0.08% New 13,214 $751K
Kestra Investment Management, LLC 0.02% Add +97.4% 8,033 $751K
Public Employees Retirement Association of Colorado 0.00% Reduce -1.1% 7,895 $738K
Atria Investments, Inc 0.01% Reduce -4.3% 7,855 $734K
Legacy Wealth Asset Management, LLC 0.18% Reduce -15.7% 7,758 $725K
Cadent Capital Advisors, LLC 0.19% No change 7,593 $709K
Savant Capital, LLC 0.00% Add +0.6% 7,553 $706K
Global Retirement Partners, LLC 0.02% Add +26.1% 7,436 $695K
State of Alaska, Department of Revenue 0.01% Reduce -4.0% 7,280 $680K
Peterson Wealth Services 0.17% Reduce -75.7% 1,646 $679K
Norden Group LLC 0.07% Reduce -37.3% 7,232 $676K
Susquehanna International Group, LLP 0.00% Add +128.9% 7,186 $671K
Deutsche Bank AG 0.00% Add +13.2% 7,133 $667K
Krilogy Financial LLC 0.02% New 6,943 $649K
Quadrant Capital Group LLC 0.02% Reduce -27.4% 6,859 $641K
&partners 0.00% Add +14.6% 6,838 $639K
Cresset Asset Management, LLC 0.00% Add +13.6% 6,726 $629K
CENTRAL TRUST Co 0.01% No change 6,690 $625K
Penn Mutual Asset Management 1.48% No change 6,500 $607K
Portside Wealth Group, LLC 0.08% Reduce -40.5% 6,427 $601K
Summitry LLC 0.03% Add +19.8% 6,360 $594K
Harbor Capital Advisors, Inc. 0.05% New 6,311 $590K
L2 Asset Management, LLC 0.08% Add +106.3% 6,244 $583K
Vident Advisory, LLC 0.01% Reduce -76.7% 6,100 $570K
Summit Trail Advisors, LLC 0.01% New 5,945 $555K
Guggenheim Capital LLC 0.00% Reduce -0.4% 5,894 $551K
Blalock Williams, LLC 0.48% Add +4.9% 5,815 $543K
Belpointe Asset Management LLC 0.02% Reduce -1.0% 5,738 $536K
Cim, LLC 0.07% No change 5,674 $530K
Toronto Dominion Bank 0.00% Reduce -0.9% 5,790 $530K
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.2% 5,546 $518K
Prudential Financial Inc. 0.00% Reduce -1.4% 5,516 $515K
Snowden Capital Advisors LLC 0.01% New 5,498 $514K
Truist Financial Corp. 0.00% New 5,432 $508K
Marshall Wace, LLP 0.00% Reduce -48.0% 5,414 $506K
Wealth Enhancement Advisory Services, LLC 0.00% Add +80.3% 4,900 $505K
Freestone Grove Partners LP 0.00% Reduce -25.4% 5,356 $500K
Osaic Holdings, Inc. 0.00% Add +5.2% 5,728 $492K
Round Rock Advisors LLC 0.08% New 5,258 $491K
SG Americas Securities, LLC 0.00% Add +13.5% 5,066 $473K
Securian Asset Management, Inc. 0.01% Reduce -1.5% 5,025 $470K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 4,900 $458K
Inspire Investing, LLC 0.04% Reduce -46.6% 4,860 $454K
Evergreen Capital Management LLC 0.01% Add +17.4% 4,801 $449K
Keebeck Wealth Management 0.05% No change 4,760 $445K
Warburton Capital Management, LLC 0.27% Add +0.1% 4,618 $442K
Kestra Private Wealth Services, LLC 0.01% New 4,723 $441K
Savvy Advisors, Inc. 0.02% New 4,690 $438K
Fifth Third Bancorp 0.00% Add +200.6% 4,587 $429K
Park Avenue Securities LLC 0.00% Add +28.9% 4,326 $404K
MML Investors Services, LLC 0.00% New 4,210 $393K
Townsquare Capital LLC 0.06% Reduce -53.8% 4,207 $393K
Crossmark Global Holdings, Inc. 0.01% Reduce -11.8% 4,196 $392K
Federation des caisses Desjardins du Quebec 0.00% New 4,165 $389K
Advisory Services Network, LLC 0.01% Add +26.5% 4,155 $388K
PNC Financial Services Group, Inc. 0.00% Add +1.4% 4,094 $383K
Index Fund Advisors, Inc. 0.02% Add +0.2% 3,684 $344K
Verdence Capital Advisors LLC 0.02% Add +3.7% 3,226 $339K
State of Wyoming 0.04% Add +16.4% 3,600 $336K
Atlantic Union Bankshares Corp 0.01% New 3,600 $336K
Utah Retirement Systems 0.00% No change 3,600 $336K
Praxis Investment Management Inc. 0.02% No change 3,590 $335K
Smith, Moore & Co. 0.03% Add +7.2% 3,546 $331K
Alliance Wealth Advisors, LLC 0.08% Reduce -15.9% 3,529 $330K
Integrated Wealth Concepts LLC 0.00% Reduce -62.0% 3,518 $329K
Baird Financial Group, Inc. 0.00% Reduce -98.9% 3,510 $328K
Personal Cfo Solutions, LLC 0.05% New 3,295 $308K
AlphaCore Capital LLC 0.01% Reduce -5.2% 3,278 $306K
Swiss Life Asset Management Ltd 0.00% New 3,214 $300K
Maryland State Retirement & Pension System 0.01% No change 3,149 $294K
PEAK6 LLC 0.01% New 3,048 $285K
Tower Research Capital LLC (TRC) 0.01% Add +52.6% 3,005 $281K
O'shaughnessy Asset Management, LLC 0.00% Reduce -22.6% 2,978 $278K
ProShare Advisors LLC 0.00% Reduce -3.9% 2,878 $269K
HBK Sorce Advisory LLC 0.01% New 2,505 $261K
Sequoia Financial Advisors, LLC 0.00% Reduce -5.7% 2,781 $260K
Cullen/Frost Bankers, Inc. 0.00% No change 2,729 $255K
Vawter Financial, Ltd. 0.11% New 2,710 $253K
Trust Co. of Oklahoma 0.07% Reduce -6.1% 2,692 $252K
Marco Investment Management LLC 0.02% New 2,609 $244K
Journey Strategic Wealth LLC 0.01% New 2,540 $237K
Brighton Securities Corp. 0.12% New 2,525 $236K
CIBC Asset Management Inc 0.00% New 2,506 $234K
Intellectus Partners, LLC 0.04% New 2,451 $229K
Requisite Capital Management, LLC 0.04% New 2,421 $226K
Shelton Capital Management 0.00% New 2,393 $224K
Prime Capital Investment Advisors, LLC 0.00% New 2,388 $223K
Stephens Inc. 0.00% New 2,383 $223K
Lindenwold Advisors, INC 0.10% New 2,357 $220K
Schroder Investment Management Group 0.00% New 2,393 $219K
HSBC Holdings PLC 0.00% New 2,341 $219K
Great Valley Advisor Group, Inc. 0.00% New 2,253 $211K
Commonwealth Equity Services, LLC 0.00% New 2,253 $210K
iSAM Funds (UK) Ltd 0.04% New 2,119 $198K
KBC Group NV 0.00% No change 1,881 $176K
STRS Ohio 0.00% Add +0.1% 1,607 $150K
Smartleaf Asset Management LLC 0.01% Reduce -1.0% 1,632 $149K
Cornerstone Planning Group LLC 0.02% New 1,322 $144K
RiverPark Advisors, LLC 0.10% New 1,455 $136K
Advisors Asset Management, Inc. 0.00% Reduce -21.7% 1,291 $121K
Trust Co. of Toledo NA 0.01% No change 1,230 $115K
Golden State Wealth Management, LLC 0.01% Reduce -8.0% 1,150 $107K
GAMMA Investing LLC 0.01% Reduce -23.3% 1,143 $107K
Wexford Capital LP 0.03% New 1,135 $106K
CVA Family Office, LLC 0.01% No change 1,123 $105K
CI Investments Inc. 0.00% Reduce -12.3% 1,087 $102K
Winnacle Wealth LLC 0.07% New 998 $94K
Ameritas Advisory Services, LLC 0.01% New 975 $91K
Parallel Advisors, LLC 0.00% Reduce -26.0% 951 $89K
Arax Advisory Partners 0.00% Add +143.5% 867 $81K
Hantz Financial Services, Inc. 0.00% Add +273.8% 871 $81K
Blue Trust, Inc. 0.00% Reduce -24.9% 773 $72K
Cwm, LLC 0.00% Reduce -8.5% 756 $71K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.4% 724 $68K
Covestor Ltd 0.04% Add +13.3% 715 $67K
UMB Bank, n.a. 0.00% Reduce -23.0% 603 $56K
Huntington National Bank 0.00% Add +27.0% 569 $53K
Signaturefd, LLC 0.00% Reduce -7.5% 567 $53K
Erste Asset Management GmbH 0.00% Reduce -75.0% 500 $47K
Danske Bank A/S 0.00% Reduce -4.4% 500 $47K
EverSource Wealth Advisors, LLC 0.00% Add +30.2% 435 $41K
Whittier Trust Co. 0.00% No change 391 $38K
Jones Financial Companies LLLP 0.00% Add +59.5% 378 $34K
Ascentis Wealth Management, LLC 0.01% No change 342 $32K
Westside Investment Management, Inc. 0.00% No change 330 $31K
Allworth Financial LP 0.00% Reduce -5.3% 320 $30K
CBIZ Investment Advisory Services, LLC 0.00% New 280 $26K
Painted Porch Advisors LLC 0.01% Reduce -34.7% 278 $26K
Principal Securities, Inc. 0.00% Add +139.1% 251 $23K
SBI Securities Co., Ltd. 0.00% Reduce -79.9% 248 $23K
Root Financial Partners, LLC 0.00% New 236 $22K
Centerpoint Advisors, LLC 0.01% New 222 $21K
Mather Group, Llc. 0.00% New 206 $19K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +0.5% 205 $19K
Parkside Financial Bank & Trust 0.00% Add +7.9% 177 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.8% 177 $17K
Rise Advisors, LLC 0.01% No change 176 $16K
Binnacle Investments Inc 0.01% New 173 $16K
Lanark Financial, Inc. 0.00% Reduce -81.9% 151 $14K
MAI Capital Management 0.00% Reduce -59.0% 135 $13K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -71.1% 130 $12K
MCF Advisors LLC 0.00% New 120 $11K
Washington Trust Advisors, Inc. 0.00% No change 119 $11K
Hemington Wealth Management 0.00% Add +5.1% 123 $11K
Rothschild Investment LLC 0.00% Reduce -38.4% 117 $11K
Wealthspire Advisors, LLC 0.00% New 114 $11K
AlphaQuest LLC 0.00% New 105 $10K
Hollencrest Capital Management 0.00% No change 100 $9K
HM Payson & Co. 0.00% Reduce -96.5% 100 $9K
Key Financial Inc 0.00% No change 97 $9K
Group One Trading LLC 0.00% Add +48.5% 98 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $9K
Wolff Wiese Magana LLC 0.00% No change 91 $9K
Farther Finance Advisors, LLC 0.00% Reduce -3.5% 84 $8K
Hurley Capital, LLC 0.00% No change 75 $7K
Itau Unibanco Holding S.A. 0.00% No change 61 $6K
Farmers & Merchants Investments Inc. 0.00% Add +5.6% 57 $5K
Clearstead Advisors, LLC 0.00% Reduce -82.6% 55 $5K
Brown Brothers Harriman & Co. 0.00% New 51 $5K
TD Private Client Wealth LLC 0.00% Add +345.4% 49 $5K
Steward Partners Investment Advisory, LLC 0.00% Add +81.5% 49 $5K
Versant Capital Management, Inc 0.00% Add +4.5% 46 $4K
Private Trust Co. NA 0.00% No change 45 $4K
Bellevue Asset Management, LLC 0.00% No change 45 $4K
JFS Wealth Advisors, LLC 0.00% No change 43 $4K
Aspect Partners, LLC 0.00% No change 30 $3K
Valued Wealth Advisors LLC 0.00% No change 30 $3K
Sachetta, LLC 0.00% New 30 $3K
Prestige Wealth Management Group LLC 0.00% New 21 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -94.3% 20 $2K
Manchester Capital Management LLC 0.00% New 20 $2K
Fortitude Family Office, LLC 0.00% Reduce -25.0% 15 $1K
Bell Investment Advisors, Inc 0.00% Reduce -21.1% 15 $1K
Assetmark, Inc. 0.00% No change 14 $1K
Private Wealth Asset Management, LLC 0.00% Add +500.0% 12 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -31.6% 13 $1K
Cromwell Holdings LLC 0.00% Add +150.0% 10 $935
Rakuten Securities, Inc. 0.00% Reduce -33.3% 10 $934
ORG Partners LLC 0.00% No change 7 $654
Larson Financial Group LLC 0.00% Add +75.0% 7 $654
Quest 10 Wealth Builders, Inc. 0.00% New 6 $561
SJS Investment Consulting Inc. 0.00% Reduce -28.6% 5 $468
Bay Harbor Wealth Management, LLC 0.00% No change 5 $467
Rialto Wealth Management, LLC 0.00% Add +33.3% 4 $374
HFM Investment Advisors, LLC 0.00% Reduce -57.1% 3 $280
Transamerica Financial Advisors, LLC 0.00% New 2 $187
MV Capital Management, Inc. 0.00% New 1 $94
True Wealth Design, LLC 0.00% Reduce -75.0% 1 $94
Tortoise Investment Management, LLC 0.00% No change 1 $93
Cloud Capital Management, LLC 0.00% New 6 $0

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