AaonAAON

13F holders, Q4 2025 (December 31)
401holders −2
54new positions
64sold out
6famous investors
$76.35avg. 13F price*

At the end of Q4 2025, 401 institutions reported holding Aaon Inc. (AAON) in their 13F filings, down 2 from Q3 2025. 54 opened new positions and 64 sold out. The largest holders were Wellington Management Group LLP ($521.5M), BlackRock, Inc. ($487.8M) and Vanguard Group Inc. ($487.7M). 6 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions54$79.8M
Exits64$130.7M

All 13F filers, Q3 2025 → Q4 2025: 7,911,345 shares bought and 7,692,464 shares sold, net +218,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 401 holders

Wellington Management Group LLP 0.09% Add +44.3% 6,839,277 $521.5M
BlackRock, Inc. 0.01% Add +0.2% 6,396,750 $487.8M
Vanguard Group Inc. 0.01% Reduce -1.2% 6,396,501 $487.7M
State Street Corp. 0.01% Reduce -0.1% 2,043,741 $155.8M
Geneva Capital Management LLC 2.65% Reduce -8.6% 1,849,643 $141.0M
Wasatch Advisors LP 0.83% Reduce -14.4% 1,831,414 $139.6M
Conestoga Capital Advisors, LLC 2.28% Add +5.0% 1,776,013 $135.4M
Morgan Stanley 0.01% Reduce -16.0% 1,687,671 $128.7M
Blair William & Co. 0.34% Reduce -7.7% 1,679,025 $128.0M
Champlain Investment Partners, LLC 1.29% Reduce -28.3% 1,664,703 $126.9M
First Trust Advisors LP 0.09% Reduce -14.7% 1,649,114 $125.7M
Dimensional Fund Advisors LP 0.02% Reduce -0.2% 1,408,432 $107.4M
Impax Asset Management Group plc 0.67% Add +53.2% 1,403,648 $107.0M
Geode Capital Management, LLC 0.01% Add +1.5% 1,381,303 $105.3M
Capital International Investors 0.02% Reduce -9.7% 1,328,881 $101.3M
Ameriprise Financial Inc. 0.02% Add +14.1% 1,299,259 $99.1M
FMR LLC 0.01% Reduce -2.0% 1,270,816 $96.9M
Kayne Anderson Rudnick Investment Management LLC 0.25% Reduce -14.8% 1,232,149 $94.0M
Franklin Resources Inc. 0.02% Add +8956.4% 1,222,706 $93.2M
Spyglass Capital Management LLC 4.57% Add +12.2% 1,198,921 $91.4M
Pictet Asset Management Holding SA 0.07% Reduce -26.5% 879,467 $67.1M
JPMorgan Chase & Co. 0.00% Reduce -27.3% 863,299 $65.8M
Copeland Capital Management, LLC 1.36% Add +9.9% 799,977 $61.0M
Brown Advisory Inc. 0.08% Reduce -5.2% 785,141 $59.9M
Mawer Investment Management Ltd. 0.33% Reduce -2.9% 766,207 $58.4M
Northern Trust Corp. 0.01% Reduce -1.4% 751,640 $57.3M
Baron Capital (BAMCO) 0.15% Add +1.5% 738,016 $56.3M
Charles Schwab Investment Management Inc. 0.01% Add +0.5% 697,097 $53.2M
Bokf, NA 0.80% Add +0.0% 681,758 $52.0M
Stephens Investment Management Group LLC 0.63% Add +9.9% 636,296 $48.5M
Capital World Investors 0.01% Add +9.7% 580,774 $44.3M
Federated Hermes, Inc. 0.07% Add +10.6% 547,894 $41.8M
Allspring Global Investments Holdings, LLC 0.07% Reduce -5.9% 527,520 $41.8M
Pembroke Management, LTD 4.31% Reduce -1.1% 547,215 $41.7M
Norges Bank 0.00% — 545,368 $41.6M
Ceredex Value Advisors LLC 1.21% Add +45.7% 529,750 $40.4M
Royce & Associates LP 0.36% Add +9.6% 467,496 $35.6M
UBS Group AG 0.01% Reduce -18.3% 461,000 $35.2M
Sei Investments Co. 0.03% Reduce -7.7% 456,630 $34.8M
Bank of New York Mellon Corp 0.01% Reduce -3.7% 453,236 $34.6M
Amundi 0.01% Add +190.6% 439,694 $33.5M
Bank of America Corp. 0.00% Add +8.3% 429,323 $32.7M
Ranger Investment Management, L.P. 2.20% Reduce -0.3% 420,336 $32.1M
Voya Investment Management LLC 0.03% Add +12.6% 404,651 $30.9M
Citadel Advisors 0.02% Add +1954.4% 391,918 $29.9M
Riverbridge Partners LLC 0.51% Add +58.1% 354,370 $27.0M
GMO 0.07% Reduce -46.4% 337,587 $25.7M
Rockefeller Capital Management L.P. 0.04% Add +24.5% 326,463 $24.9M
Swedbank AB 0.02% Reduce -6.2% 305,000 $23.3M
Raymond James Financial Inc. 0.01% Add +10.7% 278,189 $21.4M
Wells Fargo & Company 0.00% Reduce -10.0% 274,032 $20.9M
WCM Investment Management, LLC 0.04% Reduce -5.7% 265,163 $20.8M
American Capital Management Inc. 0.91% Add +11.2% 271,737 $20.7M
Envestnet Asset Management Inc. 0.01% Reduce -17.9% 269,599 $20.6M
Aperture Investors, LLC 2.77% Reduce -22.3% 260,212 $19.8M
T. Rowe Price Associates Inc. 0.00% Reduce -9.8% 252,541 $19.3M
Comerica Bank 0.07% Add +23.7% 238,462 $18.2M
Tidal Investments LLC 0.07% Add +36.5% 223,019 $17.0M
Turas Capital Management LP 5.58% — 218,093 $16.6M
Retirement Systems of Alabama 0.05% Reduce -0.3% 214,278 $16.3M
SG Americas Securities, LLC 0.02% Add +4082.8% 211,902 $16.2M
EULAV Asset Management 0.42% No change 208,500 $15.9M
ArrowMark Colorado Holdings LLC 0.35% New 206,568 $15.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.6% 205,178 $15.6M
Senvest Management, LLC 0.45% Add +185.4% 189,540 $14.5M
Schonfeld Strategic Advisors LLC 0.07% Reduce -31.9% 187,995 $14.3M
Rhumbline Advisers 0.01% Reduce -3.1% 187,339 $14.3M
Silvercrest Asset Management Group LLC 0.10% Add +54.1% 186,394 $14.2M
Nuveen, LLC 0.00% Add +1.0% 185,132 $14.1M
Kennedy Capital Management LLC 0.28% Reduce -29.9% 175,731 $13.4M
BNP Paribas Financial Markets 0.01% Add +1582.8% 175,312 $13.4M
Ferguson Wellman Capital Management, Inc. 0.21% Add +45.3% 171,376 $13.1M
Goldman Sachs Group Inc. 0.00% Add +39.9% 165,611 $12.6M
Allied Investment Advisors, LLC 1.82% Reduce -22.2% 154,562 $11.8M
BLI - Banque de Luxembourg Investments 0.34% Reduce -1.3% 147,200 $11.6M
Granite Investment Partners, LLC 0.68% Reduce -4.4% 149,678 $11.4M
Principal Financial Group Inc. 0.01% Reduce -3.1% 144,995 $11.1M
Next Century Growth Investors LLC 0.74% Add +18.9% 139,381 $10.6M
Swiss National Bank 0.01% Add +1.9% 136,725 $10.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +12288.0% 89,689 $10.2M
SG Capital Management LLC 1.10% Add +45.7% 131,279 $10.0M
Ensign Peak Advisors, Inc 0.02% Reduce -8.4% 131,200 $10.0M
Peregrine Capital Management LLC 0.30% Reduce -8.4% 129,079 $9.8M
Russell Investments Group, Ltd. 0.01% Reduce -15.6% 125,623 $9.6M
Aberdeen Group plc 0.01% Reduce -0.7% 124,672 $9.5M
Royal Bank of Canada 0.00% Reduce -78.2% 123,688 $9.4M
Invesco Ltd. 0.00% Reduce -59.9% 119,764 $9.1M
Northwest & Ethical Investments L.P. 0.20% New 118,021 $9.0M
Nepsis Inc. 2.77% Add +26.7% 117,707 $9.0M
D. E. Shaw & Co. 0.01% New 117,360 $8.9M
King Luther Capital Management Corp. 0.04% Add +6.6% 115,531 $8.8M
Legal & General Group Plc 0.00% Reduce -14.3% 104,587 $8.0M
Curi Capital, LLC 0.13% Reduce -1.6% 98,604 $7.5M
Bar Harbor Wealth Management 0.43% Reduce -10.3% 98,087 $7.5M
California Public Employees Retirement System 0.00% Add +8.1% 95,400 $7.3M
J. Goldman & Co LP 0.27% New 91,882 $7.0M
Public Employees Retirement System of Ohio 0.02% Reduce -0.9% 82,039 $6.3M
Alliancebernstein L.P. 0.00% Add +1.7% 80,770 $6.2M
Marshall Wace, LLP 0.01% Add +1317.0% 76,717 $5.8M
New York State Common Retirement Fund 0.01% Reduce -55.7% 74,019 $5.6M
Chatham Capital Group, Inc. 0.77% Add +4.7% 71,422 $5.4M
Barclays PLC 0.00% Reduce -18.2% 67,228 $5.1M
XTX Topco Ltd 0.13% New 65,938 $5.0M
California State Teachers Retirement System 0.01% Add +1.4% 65,558 $5.0M
State of Wisconsin Investment Board 0.01% Reduce -2.3% 63,330 $4.8M
Trexquant Investment LP 0.04% New 60,969 $4.6M
CenterBook Partners LP 0.23% Add +41.3% 60,751 $4.6M
Lighthouse Investment Partners, LLC 0.15% Add +72.2% 60,268 $4.6M
Ascent Group, LLC 0.15% Add +6.3% 59,138 $4.5M
Van Eck Associates Corp. 0.00% Reduce -5.4% 54,617 $4.2M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -3.5% 52,090 $4.0M
Scalar Gauge Management, LLC 2.58% New 51,000 $3.9M
11 Capital Partners LP 1.14% Reduce -61.7% 50,262 $3.8M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.0% 50,119 $3.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 49,868 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -0.5% 46,642 $3.6M
Stifel Financial Corp. 0.00% Add +4.0% 45,677 $3.5M
US Bancorp \de 0.00% Add +0.5% 44,265 $3.4M
Mgo One Seven LLC 0.07% Reduce -4.9% 44,226 $3.4M
Clean Energy Transition LLP 0.28% Reduce -91.4% 44,134 $3.4M
Value Aligned Research Advisors, LLC 0.07% Reduce -92.0% 41,956 $3.2M
LPL Financial LLC 0.00% Add +11.6% 41,419 $3.2M
Balyasny Asset Management L.P. 0.01% Reduce -63.7% 39,538 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.7% 39,298 $3.0M
New York State Teachers Retirement System 0.01% Add +36.3% 38,642 $2.9M
Cetera Investment Advisers 0.00% Add +3.4% 36,878 $2.8M
Bahl & Gaynor LLC 0.01% Reduce -35.1% 36,868 $2.8M
MetLife Investment Management, LLC 0.01% Reduce -4.4% 36,297 $2.8M
Nomura Asset Management International Inc. 0.00% — 36,196 $2.8M
Capital Advisors Inc. 0.04% Reduce -0.2% 35,964 $2.7M
Campbell & CO Investment Adviser LLC 0.13% New 34,906 $2.7M
ExodusPoint Capital Management, LP 0.03% New 33,408 $2.5M
Amalgamated Bank 0.02% Reduce -3.9% 32,218 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -22.0% 31,155 $2.4M
Janus Henderson Group PLC 0.00% Add +7.6% 31,118 $2.4M
Kettle Hill Capital Management, LLC 0.51% New 30,053 $2.3M
Verition Fund Management LLC 0.01% Reduce -37.7% 29,336 $2.2M
Strategic Wealth Partners, Ltd. 0.15% Reduce -8.8% 29,065 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -9.9% 28,163 $2.1M
Treasurer of the State of North Carolina 0.01% Reduce -6.8% 28,155 $2.1M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -6.1% 28,059 $2.1M
Prelude Capital Management, LLC 0.16% Add +63.0% 27,870 $2.1M
Bridges Investment Management Inc. 0.03% Reduce -11.3% 27,777 $2.1M
Wesbanco Bank Inc. 0.06% No change 27,500 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 22,823 $2.1M
Arcadia Investment Management Corp. 0.33% Add +8.4% 26,624 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -1.9% 21,049 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.9% 25,005 $1.9M
American Century Companies Inc. 0.00% Reduce -0.4% 24,940 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.0% 23,764 $1.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.2% 23,075 $1.8M
CIBC Private Wealth Group LLC 0.00% Add +4.5% 22,700 $1.7M
Two Sigma Investments, LP 0.00% Add +85.1% 22,557 $1.7M
M&T Bank Corp 0.01% Reduce -21.1% 22,512 $1.7M
Pacer Advisors, Inc. 0.00% Add +65.9% 22,286 $1.7M
Cantor Fitzgerald, L. P. 0.05% New 21,768 $1.7M
Maridea Wealth Management LLC 0.25% Add +33.5% 21,765 $1.7M
Madison Asset Management, LLC 0.02% New 21,363 $1.6M
KLP Kapitalforvaltning As 0.01% Add +4.5% 20,950 $1.6M
Campbell Newman Asset Management Inc. 0.12% Reduce -3.6% 20,871 $1.6M
Atom Investors LP 0.13% Reduce -71.3% 20,715 $1.6M
Diversified Trust Co. 0.03% Add +8.7% 20,466 $1.6M
Quantinno Capital Management LP 0.00% Add +124.9% 19,903 $1.5M
Handelsbanken Fonder AB 0.00% Reduce -6.2% 19,524 $1.5M
Bessemer Group Inc. 0.00% Reduce -1.5% 19,388 $1.5M
Arizona State Retirement System 0.01% Reduce -5.2% 19,378 $1.5M
Daiwa Securities Group Inc. 0.00% Reduce -7.0% 19,100 $1.5M
First National Bank of Omaha 0.04% New 18,881 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -0.5% 18,700 $1.4M
Storebrand Asset Management As 0.00% Add +0.5% 18,452 $1.4M
Formuepleje A/S 0.08% New 18,428 $1.4M
Olistico Wealth, LLC 0.67% No change 17,903 $1.4M
Westview Management dba Westview Investment Advisors 0.65% — 17,800 $1.4M
Sterling Capital Management LLC 0.02% Add +70.1% 16,962 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.5% 16,934 $1.3M
USS Investment Management Ltd 0.01% New 16,829 $1.3M
NewEdge Advisors, LLC 0.00% Add +3.8% 16,555 $1.3M
Pathstone Holdings, LLC 0.00% Add +10.9% 16,004 $1.2M
State of Michigan Retirement System 0.01% Reduce -0.6% 16,000 $1.2M
Millennium Management 0.00% Reduce -45.7% 15,928 $1.2M
LRT Capital Management, LLC 1.03% Reduce -30.6% 15,820 $1.2M
Creative Planning 0.00% Reduce -12.4% 15,702 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -2.0% 15,238 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 15,141 $1.2M
New Mexico Educational Retirement Board 0.03% No change 14,200 $1.1M
Natixis Advisors, LLC 0.00% Reduce -10.6% 14,071 $1.1M
Dark Forest Capital Management LP 0.05% New 14,009 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -18.9% 13,876 $1.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.39% No change 13,600 $1.0M
Oregon Public Employees Retirement Fund 0.01% Reduce -0.7% 13,515 $1.0M
Xponance LLC 0.01% Reduce -7.0% 13,118 $1.0M
Magnetar Financial LLC 0.01% New 13,101 $999K
Barbara Oil Co. 0.37% No change 13,000 $991K
Man Group plc 0.00% Reduce -28.5% 12,599 $961K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.2% 12,402 $946K
Two Sigma Securities, LLC 0.12% New 11,558 $881K
Captrust Financial Advisors 0.00% Add +10.6% 11,388 $868K
Kestra Investment Management, LLC 0.02% Add +40.1% 11,254 $858K
Nisa Investment Advisors, LLC 0.00% Reduce -0.0% 11,169 $852K
Citigroup Inc. 0.00% Reduce -36.9% 11,139 $849K
Parcion Private Wealth LLC 0.05% Reduce -6.4% 10,764 $821K
L2 Asset Management, LLC 0.11% Add +70.0% 10,617 $810K
Glenmede Trust Co. NA 0.00% — 10,222 $779K
Victory Capital Management Inc. 0.00% Add +0.1% 10,176 $776K
Vancity Investment Management Ltd 0.11% Reduce -4.8% 10,168 $775K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 10,150 $774K
Global Retirement Partners, LLC 0.01% Add +35.0% 10,035 $765K
Perigon Wealth Management, LLC 0.01% New 9,781 $746K
Nicolet Advisory Services, LLC 0.05% Reduce -9.3% 8,509 $726K
AQR Capital Management 0.00% Reduce -56.2% 9,054 $690K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.1% 8,735 $666K
Tributary Capital Management, LLC 0.07% New 8,648 $659K
Tulsa Wealth Advisors, INC 0.21% — 8,463 $645K
Boreal Capital Management LLC 0.59% Add +0.0% 8,430 $643K
CHICAGO TRUST Co NA 0.10% Reduce -9.6% 8,258 $630K
Northstar Group, Inc. 0.09% No change 8,200 $625K
NorthCoast Asset Management LLC 0.01% Reduce -38.4% 7,934 $605K
Public Employees Retirement Association of Colorado 0.00% No change 7,895 $602K
Atria Investments, Inc 0.01% Reduce -2.1% 7,693 $587K
Summitry LLC 0.02% Add +20.1% 7,635 $582K
HighTower Advisors, LLC 0.00% Reduce -19.5% 7,625 $581K
Savant Capital, LLC 0.00% Add +0.7% 7,609 $580K
Cadent Capital Advisors, LLC 0.15% No change 7,593 $579K
Bank of Montreal 0.00% Reduce -51.3% 7,317 $558K
Harbor Capital Advisors, Inc. 0.04% Add +11.8% 7,059 $538K
Quadrant Capital Group LLC 0.02% Reduce -0.6% 6,819 $520K
Blalock Williams, LLC 0.41% Add +16.9% 6,799 $518K
Cresset Asset Management, LLC 0.00% Add +0.4% 6,750 $515K
State of Alaska, Department of Revenue 0.01% Reduce -7.4% 6,740 $513K
CENTRAL TRUST Co 0.01% Add +0.1% 6,694 $510K
Peterson Wealth Services 0.13% Add +306.6% 6,692 $510K
Osaic Holdings, Inc. 0.00% Add +15.1% 6,590 $503K
Deutsche Bank AG 0.00% Reduce -8.1% 6,555 $500K
Corient Private Wealth LP 0.00% New 6,397 $488K
Wealth Enhancement Advisory Services, LLC 0.00% Add +20.9% 5,926 $484K
Kestra Private Wealth Services, LLC 0.01% Add +33.0% 6,280 $479K
PNC Financial Services Group, Inc. 0.00% Add +51.7% 6,212 $474K
Inspire Investing, LLC 0.04% Add +25.5% 6,099 $465K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.2% 5,888 $449K
Toronto Dominion Bank 0.00% Add +1.7% 5,889 $448K
Cynosure Group, LLC 0.04% Reduce -48.4% 5,770 $440K
Trust Point Inc. 0.03% New 5,690 $434K
MidFirst Bank 0.03% — 5,596 $427K
Snowden Capital Advisors LLC 0.01% Add +0.6% 5,531 $422K
Cim, LLC 0.05% Reduce -4.3% 5,429 $414K
&partners 0.00% Reduce -20.8% 5,416 $413K
Advisory Services Network, LLC 0.01% Add +30.1% 5,406 $412K
New York Life Investment Management LLC 0.00% New 5,273 $402K
Round Rock Advisors LLC 0.06% No change 5,258 $401K
Legacy Wealth Asset Management, LLC 0.10% Reduce -34.0% 5,118 $390K
Engineers Gate Manager LP 0.00% New 5,102 $389K
Federation des caisses Desjardins du Quebec 0.00% Add +20.3% 5,011 $382K
Gabelli Funds LLC 0.00% Reduce -54.5% 5,000 $381K
MML Investors Services, LLC 0.00% Add +18.5% 4,990 $380K
Beto Financial Group, LLC 0.25% — 4,191 $378K
Securian Asset Management, Inc. 0.01% Reduce -2.0% 4,925 $376K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 4,900 $374K
Truist Financial Corp. 0.00% Reduce -10.8% 4,843 $369K
Summit Trail Advisors, LLC 0.01% Reduce -18.7% 4,832 $368K
Keebeck Wealth Management 0.04% No change 4,760 $363K
First National Advisers, LLC 0.05% New 4,722 $360K
Savvy Advisors, Inc. 0.01% No change 4,690 $358K
Jane Street Group, LLC 0.00% New 4,649 $354K
Fifth Third Bancorp 0.00% Add +0.2% 4,595 $350K
SummitTX Capital, L.P. 0.01% New 4,546 $347K
Park Avenue Securities LLC 0.00% Add +1.1% 4,374 $334K
Crossmark Global Holdings, Inc. 0.00% No change 4,196 $320K
Callan Family Office, LLC 0.01% New 4,178 $319K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 4,024 $307K
Norden Group LLC 0.03% Reduce -44.4% 4,018 $306K
Portside Wealth Group, LLC 0.04% Reduce -37.6% 4,008 $306K
Evergreen Capital Management LLC 0.01% Reduce -17.8% 3,946 $301K
Headlands Technologies LLC 0.03% New 3,944 $301K
Sequoia Financial Advisors, LLC 0.00% Add +40.5% 3,906 $298K
Blueshift Asset Management, LLC 0.08% New 3,818 $291K
EntryPoint Capital, LLC 0.11% New 3,751 $286K
Index Fund Advisors, Inc. 0.01% No change 3,684 $281K
AlphaCore Capital LLC 0.01% Add +11.4% 3,653 $279K
Atlantic Union Bankshares Corp 0.01% No change 3,600 $275K
Utah Retirement Systems 0.00% No change 3,600 $275K
Freestone Grove Partners LP 0.00% Reduce -32.8% 3,600 $275K
Praxis Investment Management Inc. 0.02% No change 3,590 $274K
Personal Cfo Solutions, LLC 0.04% Add +8.6% 3,577 $273K
Regions Financial Corp. 0.00% Reduce -79.7% 3,551 $271K
Smith, Moore & Co. 0.02% Add +0.1% 3,551 $271K
Kestra Advisory Services, LLC 0.00% New 3,511 $268K
O'shaughnessy Asset Management, LLC 0.00% Add +10.4% 3,289 $251K
Vident Advisory, LLC 0.00% Reduce -46.4% 3,271 $249K
Swiss Life Asset Management Ltd 0.00% No change 3,214 $245K
Maryland State Retirement & Pension System 0.00% No change 3,149 $240K
HBK Sorce Advisory LLC 0.01% Reduce -0.6% 2,489 $240K
Third View Private Wealth, LLC 0.03% — 3,069 $234K
Axq Capital, LP 0.05% New 3,052 $233K
Tower Research Capital LLC (TRC) 0.01% Add +0.4% 3,016 $230K
Ardsley Advisory Partners LP 0.03% Reduce -90.7% 3,000 $229K
Oak Ridge Investments LLC 0.01% Reduce -86.0% 2,934 $224K
Mirabella Financial Services LLP 0.02% New 2,925 $223K
Prudential Financial Inc. 0.00% Reduce -47.1% 2,918 $222K
Brighton Securities Corp. 0.11% Add +14.1% 2,881 $220K
Cullen/Frost Bankers, Inc. 0.00% Add +3.1% 2,815 $215K
ProShare Advisors LLC 0.00% Reduce -5.8% 2,712 $207K
Vawter Financial, Ltd. 0.09% No change 2,710 $207K
Two Sigma Advisers, LP 0.00% New 2,700 $206K
Trust Co. of Oklahoma 0.06% No change 2,692 $205K
Erste Asset Management GmbH 0.00% Add +300.0% 2,000 $153K
SBI Okasan Asset Management Co.Ltd. 0.01% — 2,000 $151K
KBC Group NV 0.00% No change 1,881 $143K
Brooklands Fund Management Ltd 0.07% — 1,500 $136K
RiverPark Advisors, LLC 0.07% Add +17.4% 1,708 $130K
STRS Ohio 0.00% Add +0.2% 1,610 $123K
Parkside Financial Bank & Trust 0.01% Add +727.1% 1,464 $112K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.09% — 1,455 $111K
State of Wyoming 0.01% Reduce -60.6% 1,420 $108K
Wexford Capital LP 0.03% Add +13.0% 1,283 $98K
Trust Co. of Toledo NA 0.01% No change 1,230 $94K
CVA Family Office, LLC 0.01% No change 1,123 $86K
Hilltop National Bank 0.02% New 1,096 $84K
Hantz Financial Services, Inc. 0.00% Add +20.8% 1,052 $80K
Winnacle Wealth LLC 0.06% No change 998 $77K
Parallel Advisors, LLC 0.00% Reduce -1.4% 938 $72K
Arax Advisory Partners 0.00% Add +4.6% 907 $69K
UMB Bank, n.a. 0.00% Add +46.8% 885 $67K
GAMMA Investing LLC 0.00% Reduce -34.0% 755 $58K
Blue Trust, Inc. 0.00% Reduce -3.1% 749 $57K
Advisors Asset Management, Inc. 0.00% Reduce -42.6% 741 $57K
Huntington National Bank 0.00% Add +21.1% 689 $53K
Summit Securities Group LLC 0.01% New 589 $45K
Signaturefd, LLC 0.00% No change 567 $43K
Cwm, LLC 0.00% Reduce -28.0% 544 $41K
Danske Bank A/S 0.00% No change 500 $38K
Smartleaf Asset Management LLC 0.00% Reduce -73.6% 431 $34K
Jones Financial Companies LLLP 0.00% Add +15.3% 436 $33K
Los Angeles Capital Management LLC 0.00% New 321 $32K
Whittier Trust Co. 0.00% No change 391 $32K
EverSource Wealth Advisors, LLC 0.00% Reduce -14.7% 371 $28K
Pinnacle Wealth Planning Services, Inc. 0.00% New 357 $27K
Ascentis Wealth Management, LLC 0.01% No change 342 $26K
CBIZ Investment Advisory Services, LLC 0.00% Add +17.1% 328 $25K
Allworth Financial LP 0.00% Add +0.6% 322 $25K
Clearstead Advisors, LLC 0.00% Add +472.7% 315 $24K
Farther Finance Advisors, LLC 0.00% Add +263.1% 305 $23K
Hollencrest Capital Management 0.00% Add +200.0% 300 $23K
SageView Advisory Group, LLC 0.00% New 296 $23K
Westside Investment Management, Inc. 0.00% Reduce -15.2% 280 $21K
Cornerstone Planning Group LLC 0.00% Reduce -82.7% 229 $21K
Centerpoint Advisors, LLC 0.01% Add +17.1% 260 $20K
Root Financial Partners, LLC 0.00% Add +3.4% 244 $19K
SBI Securities Co., Ltd. 0.00% Reduce -3.2% 240 $18K
Park Place Capital Corp 0.00% New 217 $17K
Aster Capital Management (DIFC) Ltd 0.01% New 178 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.6% 176 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 165 $13K
MCF Advisors LLC 0.00% Add +19.2% 143 $11K
Twin Tree Management, LP 0.00% Reduce -99.7% 135 $10K
Caitong International Asset Management Co., Ltd 0.00% Add +555.0% 131 $10K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.9% 108 $8K
Covestor Ltd 0.00% Reduce -85.2% 106 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $8K
Rothschild Investment LLC 0.00% Reduce -14.5% 100 $8K
HM Payson & Co. 0.00% No change 100 $8K
First Horizon Corp. 0.00% New 97 $7K
Key Financial Inc 0.00% No change 97 $7K
Wolff Wiese Magana LLC 0.00% No change 91 $7K
Hurley Capital, LLC 0.00% No change 75 $6K
Meramec Financial Planners, LLC 0.00% — 58 $6K
Tucker Asset Management LLC 0.00% New 73 $6K
Itau Unibanco Holding S.A. 0.00% Add +6.6% 65 $5K
Farmers & Merchants Investments Inc. 0.00% Add +5.3% 60 $5K
Bellevue Asset Management, LLC 0.00% Add +26.7% 57 $4K
JFS Wealth Advisors, LLC 0.00% Add +23.3% 53 $4K
Financial Management Professionals, Inc. 0.00% New 50 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 49 $4K
TD Private Client Wealth LLC 0.00% No change 49 $4K
Meeder Asset Management Inc. 0.00% New 46 $4K
Private Trust Co. NA 0.00% No change 45 $3K
Versant Capital Management, Inc 0.00% Reduce -4.3% 44 $3K
Aspect Partners, LLC 0.00% No change 30 $2K
Sachetta, LLC 0.00% No change 30 $2K
Valued Wealth Advisors LLC 0.00% No change 30 $2K
Rossby Financial, LCC 0.00% New 24 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
Manchester Capital Management LLC 0.00% No change 20 $2K
Basecamp Wealth Advisors LLC 0.00% — 18 $1K
Assetmark, Inc. 0.00% Add +14.3% 16 $1K
Bell Investment Advisors, Inc 0.00% No change 15 $1K
Fortitude Family Office, LLC 0.00% Reduce -6.7% 14 $1K
Rakuten Securities, Inc. 0.00% Add +20.0% 12 $915
Private Wealth Asset Management, LLC 0.00% No change 12 $915
Keating Financial Advisory Services, Inc. 0.00% — 12 $915
Cromwell Holdings LLC 0.00% No change 10 $763
DiNuzzo Private Wealth, Inc. 0.00% Reduce -23.1% 10 $763
Larson Financial Group LLC 0.00% No change 7 $534
ORG Partners LLC 0.00% No change 7 $533
Bay Harbor Wealth Management, LLC 0.00% Add +20.0% 6 $457
SJS Investment Consulting Inc. 0.00% No change 5 $382
WPG Advisers, LLC 0.00% New 5 $381
Rialto Wealth Management, LLC 0.00% Reduce -25.0% 3 $229
Stone House Investment Management, LLC 0.00% New 3 $229
HFM Investment Advisors, LLC 0.00% Reduce -33.3% 2 $153
Dunhill Financial, LLC 0.00% New 2 $127
American Capital Advisory, LLC 0.00% New 1 $77

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