AaonAAON

13F holders, Q1 2026 (March 31)
402holders +1
53new positions
51sold out
6famous investors
$82.67avg. 13F price*

At the end of Q1 2026, 402 institutions reported holding Aaon Inc. (AAON) in their 13F filings, up 1 from Q4 2025. 53 opened new positions and 51 sold out. The largest holders were Wellington Management Group LLP ($660.1M), BlackRock, Inc. ($542.9M) and Vanguard Capital Management LLC ($256.5M). 6 famous investors held it, including Francois Rochon (0.6% of Giverny Capital's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Jeremy Grantham (0.1% of GMO'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions53$90.5M
Exits51$243.1M

All 13F filers, Q4 2025 → Q1 2026: 5,950,206 shares bought and 9,006,626 shares sold, net −3,056,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 402 holders

Wellington Management Group LLP 0.12% Add +16.6% 7,977,164 $660.1M
BlackRock, Inc. 0.01% Add +2.6% 6,560,422 $542.9M
Vanguard Capital Management LLC 0.01% — 3,099,121 $256.5M
Vanguard Portfolio Management LLC 0.01% — 2,908,091 $240.6M
Wasatch Advisors LP 1.25% Add +23.9% 2,268,118 $187.7M
State Street Corp. 0.01% Add +0.9% 2,062,614 $170.7M
First Trust Advisors LP 0.12% Add +22.1% 2,013,215 $166.6M
Geneva Capital Management LLC 3.03% Reduce -6.9% 1,721,631 $142.5M
Blair William & Co. 0.38% Reduce -3.4% 1,622,203 $134.2M
Champlain Investment Partners, LLC 1.68% Reduce -3.8% 1,602,006 $132.6M
Impax Asset Management Group plc 0.83% Add +2.3% 1,436,288 $118.9M
Geode Capital Management, LLC 0.01% Add +3.3% 1,426,802 $118.1M
Dimensional Fund Advisors LP 0.02% Reduce -1.7% 1,384,832 $114.6M
Conestoga Capital Advisors, LLC 2.10% Reduce -28.5% 1,270,237 $105.1M
Capital World Investors 0.01% Add +117.7% 1,264,278 $104.6M
Morgan Stanley 0.01% Reduce -25.7% 1,254,403 $103.8M
Franklin Resources Inc. 0.03% Reduce -0.3% 1,219,260 $100.9M
Kayne Anderson Rudnick Investment Management LLC 0.26% Reduce -13.6% 1,064,145 $88.1M
Spyglass Capital Management LLC 5.03% Reduce -28.4% 858,840 $71.1M
Mawer Investment Management Ltd. 0.45% Add +10.8% 848,583 $70.2M
Baron Capital (BAMCO) 0.21% Add +14.4% 844,377 $69.9M
Copeland Capital Management, LLC 1.45% Reduce -1.6% 787,617 $65.2M
Ameriprise Financial Inc. 0.02% Reduce -39.4% 787,010 $65.1M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 827,480 $64.7M
Northern Trust Corp. 0.01% Reduce -1.1% 743,485 $61.5M
FMR LLC 0.00% Reduce -42.1% 735,972 $60.9M
Charles Schwab Investment Management Inc. 0.01% Add +4.6% 729,178 $60.3M
Bokf, NA 0.86% Reduce -0.0% 681,678 $56.4M
Brown Advisory Inc. 0.09% Reduce -14.3% 672,849 $55.7M
Pictet Asset Management Holding SA 0.06% Reduce -23.7% 671,212 $55.5M
Stephens Investment Management Group LLC 0.72% Reduce -0.3% 634,114 $52.5M
Federated Hermes, Inc. 0.06% Reduce -12.9% 476,973 $39.5M
Royce & Associates LP 0.39% Add +1.1% 472,482 $39.1M
Bank of New York Mellon Corp 0.01% Reduce -2.4% 442,472 $36.6M
Vanguard Fiduciary Trust Co. 0.01% — 431,869 $35.7M
Pembroke Management, LTD 5.15% Reduce -21.4% 430,089 $35.6M
Sei Investments Co. 0.03% Reduce -8.4% 418,095 $34.6M
Amundi 0.01% Reduce -8.5% 402,187 $33.3M
UBS Group AG 0.01% Reduce -13.1% 400,744 $33.2M
GMO 0.08% Add +15.6% 390,246 $32.3M
Citadel Advisors 0.02% Reduce -4.2% 375,367 $31.1M
Bank of America Corp. 0.00% Reduce -17.9% 352,690 $29.2M
Envestnet Asset Management Inc. 0.01% Add +20.4% 324,466 $26.8M
Senvest Management, LLC 0.86% Add +63.9% 310,740 $25.7M
Riverbridge Partners LLC 0.61% Reduce -14.7% 302,369 $25.0M
Freestone Grove Partners LP 0.18% Add +8008.2% 291,896 $24.2M
ArrowMark Colorado Holdings LLC 0.62% Add +35.6% 280,196 $23.2M
Two Sigma Investments, LP 0.02% Add +1141.4% 280,014 $23.2M
American Capital Management Inc. 1.23% Add +1.9% 276,884 $22.9M
Raymond James Financial Inc. 0.01% Reduce -4.1% 266,757 $21.7M
Ranger Investment Management, L.P. 1.54% Reduce -38.8% 257,410 $21.3M
Wells Fargo & Company 0.00% Reduce -7.7% 252,922 $20.9M
Rockefeller Capital Management L.P. 0.04% Reduce -23.5% 249,644 $20.7M
WCM Investment Management, LLC 0.05% Reduce -3.5% 255,786 $20.0M
Goldman Sachs Group Inc. 0.00% Add +44.6% 239,451 $19.8M
Voya Investment Management LLC 0.02% Reduce -41.5% 236,849 $19.6M
Summit Partners Public Asset Management, LLC 0.86% New 225,000 $18.6M
Retirement Systems of Alabama 0.06% Add +0.8% 216,024 $17.9M
Swedbank AB 0.02% Reduce -29.2% 216,000 $17.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.3% 211,913 $17.5M
Fifth Third Bancorp 0.03% Add +4498.8% 211,316 $17.5M
EULAV Asset Management 0.55% No change 208,500 $17.3M
Nomura Asset Management International Inc. 0.03% Add +465.6% 204,722 $16.9M
Giverny Capital 0.61% New 201,832 $16.7M
Nuveen, LLC 0.00% Add +4.0% 192,503 $15.9M
Rhumbline Advisers 0.01% Add +2.2% 191,378 $15.8M
Aperture Investors, LLC 1.91% Reduce -29.9% 182,412 $15.1M
Silvercrest Asset Management Group LLC 0.10% Reduce -9.3% 169,022 $14.0M
Ferguson Wellman Capital Management, Inc. 0.19% Reduce -3.1% 166,031 $13.7M
Allied Investment Advisors, LLC 1.90% Add +3.5% 160,040 $13.2M
Kennedy Capital Management LLC 0.28% Reduce -9.0% 159,924 $13.2M
Ensign Peak Advisors, Inc 0.02% Add +20.3% 157,850 $13.1M
Jacobson & Schmitt Advisors, LLC 2.34% New 155,986 $12.9M
Tidal Investments LLC 0.04% Reduce -31.7% 152,380 $12.6M
Principal Financial Group Inc. 0.01% Add +5.0% 152,249 $12.6M
Granite Investment Partners, LLC 0.71% Reduce -7.0% 139,236 $11.5M
T. Rowe Price Associates Inc. 0.00% Reduce -44.9% 139,118 $11.5M
BLI - Banque de Luxembourg Investments 0.34% No change 147,200 $11.4M
Swiss National Bank 0.01% Add +0.3% 137,125 $11.3M
Peregrine Capital Management LLC 0.38% Reduce -4.1% 123,807 $10.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +33.9% 120,133 $9.9M
Invesco Ltd. 0.00% Reduce -1.1% 118,393 $9.8M
Thrivent Financial for Lutherans 0.02% Add +666.2% 116,756 $9.7M
King Luther Capital Management Corp. 0.04% Add +0.7% 116,297 $9.6M
Aberdeen Group plc 0.02% Reduce -8.1% 114,616 $9.5M
Northwest & Ethical Investments L.P. 0.22% Reduce -3.9% 113,416 $9.4M
Next Century Growth Investors LLC 0.65% Reduce -22.1% 108,535 $9.0M
Royal Bank of Canada 0.00% Reduce -18.5% 100,811 $8.3M
Curi Capital, LLC 0.15% Add +2.1% 100,651 $8.3M
Russell Investments Group, Ltd. 0.01% Reduce -22.0% 97,979 $8.1M
Public Employees Retirement System of Ohio 0.03% Add +19.2% 97,809 $8.1M
Legal & General Group Plc 0.00% Reduce -12.0% 92,044 $7.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -84.1% 83,811 $7.0M
California Public Employees Retirement System 0.00% Reduce -12.5% 83,507 $6.9M
California State Teachers Retirement System 0.01% Add +22.7% 80,436 $6.7M
Alliancebernstein L.P. 0.00% Add +1.0% 81,551 $6.2M
SG Americas Securities, LLC 0.01% Reduce -66.6% 70,690 $5.8M
New York State Common Retirement Fund 0.01% Reduce -5.1% 70,251 $5.8M
Trexquant Investment LP 0.04% Add +13.6% 69,282 $5.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 63,950 $5.3M
Chatham Capital Group, Inc. 0.77% Reduce -10.6% 63,873 $5.3M
Ascent Group, LLC 0.18% Add +4.0% 61,525 $5.1M
HRT Financial LP 0.01% New 61,431 $5.1M
State of Wisconsin Investment Board 0.01% Reduce -3.8% 60,916 $5.0M
Oppenheimer Asset Management Inc. 0.06% New 60,456 $5.0M
B. Metzler seel. Sohn & Co. AG 0.05% Add +15.6% 60,198 $5.0M
Van Eck Associates Corp. 0.00% Add +3.7% 56,662 $4.7M
Barclays PLC 0.00% Reduce -24.4% 50,823 $4.2M
State Board of Administration of Florida Retirement System 0.01% No change 50,119 $4.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.2% 48,773 $4.0M
Cinctive Capital Management LP 0.26% New 47,277 $3.9M
Teachers Retirement System of the State of Kentucky 0.03% Add +0.4% 46,843 $3.9M
Zimmer Partners, LP 0.10% New 45,000 $3.7M
Mgo One Seven LLC 0.07% Reduce -3.2% 42,825 $3.5M
Stifel Financial Corp. 0.00% Reduce -6.4% 42,756 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +2.2% 40,179 $3.3M
LPL Financial LLC 0.00% Reduce -6.7% 38,632 $3.2M
Bridges Investment Management Inc. 0.04% Add +37.5% 38,189 $3.2M
US Bancorp \de 0.00% Reduce -17.3% 36,628 $3.0M
Harbor Capital Advisors, Inc. 0.24% Add +417.7% 36,543 $3.0M
Marshall Wace, LLP 0.00% Reduce -52.5% 36,481 $3.0M
New York State Teachers Retirement System 0.01% Reduce -5.7% 36,436 $3.0M
MetLife Investment Management, LLC 0.02% Add +0.0% 36,313 $3.0M
Capital Advisors Inc. 0.05% No change 35,964 $3.0M
Main Management ETF Advisors, LLC 0.11% New 34,054 $2.8M
Amalgamated Bank 0.02% Add +0.5% 32,392 $2.7M
Cetera Investment Advisers 0.00% Reduce -12.6% 32,231 $2.7M
Arcadia Investment Management Corp. 0.45% Add +19.3% 31,759 $2.6M
Janus Henderson Group PLC 0.00% No change 31,118 $2.6M
Madison Asset Management, LLC 0.03% Add +42.5% 30,442 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +27.8% 29,486 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.6% 29,347 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +21.5% 28,863 $2.4M
Treasurer of the State of North Carolina 0.01% Add +2.2% 28,767 $2.4M
Neuberger Berman Group LLC 0.00% Reduce -11.1% 27,697 $2.3M
Vanguard Global Advisers, LLC 0.00% — 27,655 $2.3M
SG Capital Management LLC 0.19% Reduce -78.9% 27,641 $2.3M
Wesbanco Bank Inc. 0.06% No change 27,500 $2.3M
Brevan Howard Capital Management LP 0.02% New 26,604 $2.2M
L2 Asset Management, LLC 0.21% Add +149.0% 26,439 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -7.9% 25,933 $2.1M
American Century Companies Inc. 0.00% Add +2.9% 25,670 $2.1M
State of New Jersey Common Pension Fund D 0.01% No change 25,005 $2.1M
Susquehanna International Group, LLP 0.00% New 24,977 $2.1M
Bahl & Gaynor LLC 0.01% Reduce -33.0% 24,685 $2.0M
D. E. Shaw & Co. 0.00% Reduce -79.5% 24,067 $2.0M
Diversified Trust Co. 0.04% Add +16.2% 23,774 $2.0M
Quantinno Capital Management LP 0.00% Add +18.6% 23,612 $2.0M
Captrust Financial Advisors 0.00% Add +100.6% 22,841 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 22,823 $1.9M
Richard Bernstein Advisors LLC 0.05% New 22,573 $1.9M
Cantor Fitzgerald, L. P. 0.07% Add +0.8% 21,942 $1.8M
Citigroup Inc. 0.00% Add +95.5% 21,778 $1.8M
CIBC Bancorp USA Inc. 0.00% — 21,313 $1.8M
Landscape Capital Management, L.L.C. 0.11% New 21,255 $1.8M
Campbell Newman Asset Management Inc. 0.14% Add +1.8% 21,246 $1.8M
First National Bank of Omaha 0.05% Add +11.5% 21,054 $1.7M
Pacer Advisors, Inc. 0.01% Reduce -5.7% 21,012 $1.7M
Maridea Wealth Management LLC 0.25% Reduce -5.3% 20,623 $1.7M
KLP Kapitalforvaltning As 0.01% Reduce -2.4% 20,450 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -5.0% 20,003 $1.7M
XTX Topco Ltd 0.03% Reduce -70.0% 19,757 $1.6M
Louisiana State Employees Retirement System 0.03% Add +4.8% 19,600 $1.6M
Handelsbanken Fonder AB 0.01% No change 19,524 $1.6M
Arizona State Retirement System 0.01% Reduce -1.8% 19,035 $1.6M
Creative Planning 0.00% Add +17.0% 18,378 $1.5M
Olistico Wealth, LLC 0.73% No change 17,903 $1.5M
Vanguard Investments Australia, Ltd. 0.00% — 17,088 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 16,955 $1.4M
Janney Montgomery Scott LLC 0.00% Add +20.9% 16,779 $1.4M
Storebrand Asset Management As 0.00% Reduce -9.7% 16,668 $1.4M
NewEdge Advisors, LLC 0.00% Reduce -1.2% 16,351 $1.4M
State of Michigan Retirement System 0.01% Add +1.9% 16,300 $1.3M
M&T Bank Corp 0.00% Reduce -28.5% 16,088 $1.3M
Empowered Funds, LLC 0.01% New 15,855 $1.3M
Daiwa Securities Group Inc. 0.00% Reduce -18.6% 15,550 $1.3M
Strategic Wealth Partners, Ltd. 0.09% Reduce -46.7% 15,492 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -3.7% 15,419 $1.3M
Regions Financial Corp. 0.01% Add +330.0% 15,269 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 15,160 $1.3M
Magnetar Financial LLC 0.01% Add +15.6% 15,141 $1.3M
Westview Management dba Westview Investment Advisors 0.64% Reduce -16.3% 14,900 $1.2M
Xponance LLC 0.01% Add +13.3% 14,857 $1.2M
Formuepleje A/S 0.11% Reduce -20.8% 14,597 $1.2M
Two Sigma Securities, LLC 0.14% Add +25.7% 14,525 $1.2M
Natixis Advisors, LLC 0.00% Add +2.3% 14,398 $1.2M
New Mexico Educational Retirement Board 0.04% No change 14,200 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +3.0% 13,915 $1.2M
Barbara Oil Co. 0.41% No change 13,000 $1.1M
Holocene Advisors, LP 0.00% New 12,998 $1.1M
Boothbay Fund Management, LLC 0.03% New 12,645 $1.0M
EntryPoint Capital, LLC 0.31% Add +236.9% 12,639 $1.0M
Ameritas Investment Partners, Inc. 0.03% Add +0.5% 12,466 $1.0M
Prelude Capital Management, LLC 0.07% Reduce -58.0% 11,706 $969K
Roundview Capital LLC 0.06% New 11,695 $968K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 11,178 $925K
Squarepoint Ops LLC 0.00% New 11,051 $914K
BNP Paribas Financial Markets 0.00% Reduce -93.8% 10,824 $896K
Victory Capital Management Inc. 0.00% Add +5.1% 10,697 $885K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.36% Reduce -22.8% 10,500 $869K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +1.0% 10,250 $848K
Vancity Investment Management Ltd 0.13% Reduce -2.4% 9,925 $821K
Bessemer Group Inc. 0.00% Reduce -49.0% 9,878 $817K
Integrated Wealth Concepts LLC 0.01% New 9,873 $817K
Virtu Financial LLC 0.03% New 9,816 $812K
Tributary Capital Management, LLC 0.08% Add +13.1% 9,782 $809K
LRT Capital Management, LLC 0.74% Reduce -39.6% 9,560 $791K
Sterling Capital Management LLC 0.01% Reduce -44.1% 9,485 $785K
Nicolet Bankshares Inc. 0.03% New 9,333 $781K
Inspire Investing, LLC 0.05% Add +53.7% 9,373 $776K
Jane Street Group, LLC 0.00% Add +100.8% 9,333 $772K
Perigon Wealth Management, LLC 0.01% Reduce -6.8% 9,111 $754K
Quantbot Technologies LP 0.03% New 9,088 $752K
Kestra Investment Management, LLC 0.01% Reduce -19.3% 9,083 $752K
CHICAGO TRUST Co NA 0.12% Add +8.9% 8,995 $744K
Atria Investments, Inc 0.01% Add +16.4% 8,957 $741K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.5% 8,863 $733K
Allstate Corp. 0.01% New 8,839 $731K
Man Group plc 0.00% Reduce -30.7% 8,727 $722K
Numerai GP LLC 0.07% New 8,483 $702K
Boreal Capital Management LLC 0.67% Reduce -0.0% 8,429 $698K
NorthCoast Asset Management LLC 0.02% Add +6.0% 8,414 $696K
Savant Capital, LLC 0.00% Add +9.2% 8,309 $688K
Northstar Group, Inc. 0.10% No change 8,200 $679K
Glenmede Trust Co. NA 0.00% Reduce -21.3% 8,043 $666K
Callan Family Office, LLC 0.01% Add +91.7% 8,010 $663K
PNC Financial Services Group, Inc. 0.00% Add +28.5% 7,983 $661K
New York Life Investment Management LLC 0.01% Add +50.8% 7,953 $658K
Bank of Montreal 0.00% Add +8.5% 7,940 $657K
Public Employees Retirement Association of Colorado 0.00% No change 7,895 $653K
Commerzbank Aktiengesellschaft 0.01% New 2,009 $648K
Summitry LLC 0.02% Add +2.5% 7,830 $648K
Cadent Capital Advisors, LLC 0.17% No change 7,593 $628K
AQR Capital Management 0.00% Reduce -16.1% 7,599 $625K
HighTower Advisors, LLC 0.00% Reduce -5.4% 7,213 $597K
Peterson Wealth Services 0.15% Add +7.4% 7,186 $595K
Prudential Financial Inc. 0.00% Add +142.7% 7,083 $586K
Blalock Williams, LLC 0.45% Add +3.4% 7,030 $582K
Quadrant Capital Group LLC 0.02% Add +3.0% 7,020 $581K
Summit Trail Advisors, LLC 0.01% Add +43.0% 6,911 $572K
State of Alaska, Department of Revenue 0.01% Add +1.3% 6,830 $565K
CENTRAL TRUST Co 0.01% Add +0.1% 6,702 $555K
Neo Ivy Capital Management 0.15% New 6,698 $554K
Cresset Asset Management, LLC 0.00% Reduce -2.0% 6,617 $548K
Beto Financial Group, LLC 0.32% No change 4,191 $542K
Kestra Private Wealth Services, LLC 0.01% Add +3.8% 6,516 $539K
Deutsche Bank AG 0.00% Reduce -1.5% 6,454 $534K
Advisory Services Network, LLC 0.01% Add +17.1% 6,330 $524K
Toronto Dominion Bank 0.00% Add +6.2% 6,254 $518K
Trust Point Inc. 0.04% Add +8.0% 6,144 $508K
Evergreen Capital Management LLC 0.01% Add +48.3% 5,851 $484K
Corient Private Wealth LP 0.00% Reduce -8.9% 5,827 $481K
MidFirst Bank 0.04% No change 5,596 $463K
Cim, LLC 0.07% No change 5,429 $449K
Round Rock Advisors LLC 0.07% Add +1.6% 5,345 $442K
First National Advisers, LLC 0.06% Add +11.4% 5,259 $435K
Jump Financial, LLC 0.01% New 5,134 $425K
Gabelli Funds LLC 0.00% No change 5,000 $414K
Securian Asset Management, Inc. 0.02% No change 4,925 $408K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 4,900 $405K
Jones Financial Companies LLLP 0.00% Add +1031.7% 4,934 $402K
Savvy Advisors, Inc. 0.01% Add +2.8% 4,823 $399K
Keebeck Wealth Management 0.04% No change 4,760 $394K
Tower Research Capital LLC (TRC) 0.01% Add +57.7% 4,757 $394K
Blueshift Asset Management, LLC 0.12% Add +22.6% 4,682 $387K
Park Avenue Securities LLC 0.00% Add +6.8% 4,673 $387K
&partners 0.00% Reduce -14.6% 4,626 $383K
SummitTX Capital, L.P. 0.01% Add +1.7% 4,622 $382K
AlphaCore Capital LLC 0.01% Add +21.0% 4,421 $366K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -25.9% 4,363 $361K
MML Investors Services, LLC 0.00% Reduce -13.1% 4,336 $359K
Snowden Capital Advisors LLC 0.01% Reduce -21.7% 4,329 $358K
Truist Financial Corp. 0.00% Reduce -10.6% 4,328 $358K
Norden Group LLC 0.03% Add +6.7% 4,288 $355K
Swiss Life Asset Management Ltd 0.00% Add +31.3% 4,219 $349K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -28.6% 4,233 $344K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.1% 4,150 $343K
HBK Sorce Advisory LLC 0.01% Reduce -1.6% 2,450 $342K
Vident Advisory, LLC 0.00% Add +23.9% 4,052 $335K
Oak Ridge Investments LLC 0.02% Add +37.2% 4,025 $333K
Osaic Holdings, Inc. 0.00% Reduce -39.9% 3,960 $328K
Federation des caisses Desjardins du Quebec 0.00% Reduce -24.8% 3,768 $312K
DNB Asset Management AS 0.00% New 3,666 $303K
Atlantic Union Bankshares Corp 0.01% No change 3,600 $298K
Utah Retirement Systems 0.00% No change 3,600 $298K
Praxis Investment Management Inc. 0.02% No change 3,590 $297K
Legacy Wealth Asset Management, LLC 0.07% Reduce -30.5% 3,556 $294K
Smith, Moore & Co. 0.02% Add +0.1% 3,555 $294K
Farringdon Capital, Ltd. 0.06% New 3,478 $288K
Personal Cfo Solutions, LLC 0.04% Reduce -8.9% 3,257 $269K
Maryland State Retirement & Pension System 0.01% No change 3,149 $261K
O'shaughnessy Asset Management, LLC 0.00% Reduce -4.5% 3,141 $260K
Dynamic Technology Lab Private Ltd 0.04% New 3,096 $256K
DRW Securities, LLC 0.01% New 2,830 $234K
Brooklyn Investment Group 0.01% New 2,816 $233K
Y.D. More Investments Ltd 0.01% New 2,812 $233K
SBI Securities Co., Ltd. 0.01% Add +898.3% 2,396 $229K
Caitong International Asset Management Co., Ltd 0.04% Add +2008.4% 2,762 $229K
HUB Investment Partners, LLC 0.01% New 2,719 $225K
ProShare Advisors LLC 0.00% Add +0.1% 2,714 $225K
Vawter Financial, Ltd. 0.09% No change 2,710 $224K
CIBC Asset Management Inc 0.00% New 2,506 $207K
Sequoia Financial Advisors, LLC 0.00% Reduce -36.4% 2,484 $206K
KBC Group NV 0.00% Add +23.5% 2,323 $192K
Cullen/Frost Bankers, Inc. 0.00% Reduce -25.4% 2,100 $174K
SBI Okasan Asset Management Co.Ltd. 0.01% No change 2,000 $156K
STRS Ohio 0.00% Reduce -0.2% 1,607 $133K
Acropolis Investment Management, LLC 0.01% New 1,518 $126K
Hantz Financial Services, Inc. 0.00% Add +43.9% 1,514 $125K
Parkside Financial Bank & Trust 0.01% Add +2.0% 1,494 $124K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.09% No change 1,455 $120K
State of Wyoming 0.01% Add +0.1% 1,422 $118K
RiverPark Advisors, LLC 0.05% Reduce -20.9% 1,351 $112K
Hilltop National Bank 0.03% Add +21.5% 1,332 $110K
GAMMA Investing LLC 0.00% Add +68.7% 1,274 $105K
Trust Co. of Toledo NA 0.01% No change 1,230 $102K
CVA Family Office, LLC 0.01% Add +5.2% 1,181 $98K
Summit Securities Group LLC 0.04% Add +73.8% 1,024 $85K
Parallel Advisors, LLC 0.00% Add +2.0% 957 $79K
UMB Bank, n.a. 0.00% Add +4.4% 924 $76K
Arax Advisory Partners 0.00% Reduce -50.5% 449 $67K
Huntington National Bank 0.00% Add +12.8% 777 $64K
Simplex Trading, LLC 0.00% New 607 $50K
Blue Trust, Inc. 0.00% Reduce -22.3% 582 $48K
EverSource Wealth Advisors, LLC 0.00% Add +48.0% 549 $45K
Erste Asset Management GmbH 0.00% Reduce -75.0% 500 $41K
Dorsey & Whitney Trust CO LLC 0.00% New 479 $40K
Cwm, LLC 0.00% Reduce -18.8% 442 $37K
Signaturefd, LLC 0.00% Reduce -34.2% 373 $31K
Allworth Financial LP 0.00% Add +8.4% 349 $29K
Ascentis Wealth Management, LLC 0.01% No change 342 $28K
Los Angeles Capital Management LLC 0.00% No change 321 $27K
Farther Finance Advisors, LLC 0.00% Add +3.6% 316 $26K
Westside Investment Management, Inc. 0.00% No change 280 $23K
Root Financial Partners, LLC 0.00% Add +14.3% 279 $23K
Advisors Asset Management, Inc. 0.00% Reduce -62.8% 276 $23K
Centerpoint Advisors, LLC 0.01% No change 260 $22K
Cornerstone Planning Group LLC 0.00% Add +0.4% 230 $21K
Park Place Capital Corp 0.00% No change 217 $18K
Mather Group, Llc. 0.00% New 206 $17K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -50.7% 176 $15K
MassMutual Private Wealth & Trust, FSB 0.00% No change 176 $15K
First Horizon Corp. 0.00% Add +75.3% 170 $14K
Whittier Trust Co. 0.00% Reduce -58.6% 162 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -4.2% 158 $13K
Smartleaf Asset Management LLC 0.00% Reduce -64.0% 155 $12K
Natixis 0.00% New 143 $12K
MCF Advisors LLC 0.00% Reduce -19.6% 115 $10K
Northwestern Mutual Wealth Management Co. 0.00% No change 108 $9K
MAI Capital Management 0.00% New 107 $9K
Rothschild Investment LLC 0.00% No change 100 $8K
HM Payson & Co. 0.00% No change 100 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $8K
Key Financial Inc 0.00% No change 97 $8K
Wolff Wiese Magana LLC 0.00% No change 91 $8K
Eurizon Capital SGR S.p.A. 0.00% New 94 $7K
Meramec Financial Planners, LLC 0.00% No change 58 $6K
Itau Unibanco Holding S.A. 0.00% No change 65 $5K
Synergy Investment Management, LLC 0.00% New 62 $5K
Covestor Ltd 0.00% Reduce -43.4% 60 $5K
Farmers & Merchants Investments Inc. 0.00% No change 60 $5K
JFS Wealth Advisors, LLC 0.00% Add +7.5% 57 $5K
Larson Financial Group LLC 0.00% Add +685.7% 55 $5K
Versant Capital Management, Inc 0.00% Add +22.7% 54 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 49 $4K
Private Trust Co. NA 0.00% No change 45 $4K
TD Private Client Wealth LLC 0.00% Reduce -8.2% 45 $4K
Rossby Financial, LCC 0.00% Add +83.3% 44 $4K
JNBA Financial Advisors 0.00% New 42 $3K
Richardson Capital Management LLC 0.00% New 41 $3K
Fortitude Family Office, LLC 0.00% Add +142.9% 34 $3K
Aspect Partners, LLC 0.00% No change 30 $2K
Valued Wealth Advisors LLC 0.00% No change 30 $2K
Keating Financial Advisory Services, Inc. 0.00% Add +133.3% 28 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 24 $2K
Zions Bancorporation, National Association 0.00% New 24 $2K
Assetmark, Inc. 0.00% Add +37.5% 22 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
Basecamp Wealth Advisors LLC 0.00% No change 18 $1K
Manchester Capital Management LLC 0.00% Reduce -15.0% 17 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +166.7% 16 $1K
Bell Investment Advisors, Inc 0.00% No change 15 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +50.0% 15 $1K
Clearstead Advisors, LLC 0.00% Reduce -95.2% 15 $1K
Investors Portfolio Services LLC 0.00% New 8 $1K
SJS Investment Consulting Inc. 0.00% Add +140.0% 12 $993
Physician Wealth Advisors, Inc. 0.00% New 11 $911
Cromwell Holdings LLC 0.00% No change 10 $828
Private Wealth Asset Management, LLC 0.00% Reduce -16.7% 10 $828
Stone House Investment Management, LLC 0.00% Add +200.0% 9 $745
WPG Advisers, LLC 0.00% Add +40.0% 7 $579
Rakuten Securities, Inc. 0.00% Reduce -41.7% 7 $579
Brown Brothers Harriman & Co. 0.00% New 7 $579
Ascentis Independent Advisors 0.00% New 7 $579
Rialto Wealth Management, LLC 0.00% Add +100.0% 6 $497
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $414
Vermillion Wealth Management, Inc. 0.00% New 3 $248
Curio Wealth, LLC 0.00% New 2 $166
Signature Equity Partners, LLC 0.00% New 2 $166
Dunhill Financial, LLC 0.00% Reduce -50.0% 1 $137
Sachetta, LLC 0.00% Reduce -96.7% 1 $83
American Capital Advisory, LLC 0.00% No change 1 $83

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