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Institutional Ownership · SEC Form 13F

Who owns AAON, Inc. (AAON)


Which tracked institutional funds hold AAON, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAON company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

400
Institutional holders
70M
Shares held (tracked funds)
85.8%
Of shares outstanding

How the tape is positioned

115 tracked funds added or opened AAON while 79 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AAON’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AAON divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 400 tracked filers holding AAON, 210 increased or opened the position and 197 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AAON between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 32

  • VANGUARD CAPITAL MANAGEMENT LLC$256M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$241M
  • VANGUARD FIDUCIARY TRUST CO$36M
  • SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$19M
  • Giverny Capital Inc.$17M
  • JACOBSON & SCHMITT ADVISORS, LLC$13M

Full exits 31

  • VANGUARD GROUP INC$480M
  • Capital International Investors$101M
  • Ceredex Value Advisors LLC$40M
  • COMERICA BANK$18M
  • Turas Capital Management LP$17M
  • Schonfeld Strategic Advisors LLC$14M

Largest adds

  • WELLINGTON MANAGEMENT GROUP LLP$137M
  • Capital World Investors$60M
  • WASATCH ADVISORS LP$48M
  • FIRST TRUST ADVISORS LP$41M
  • Freestone Grove Partners LP$24M
  • TWO SIGMA INVESTMENTS, LP$21M

Largest trims

  • FMR LLC$42M
  • Allspring Global Investments Holdings, LLC$35M
  • AMERIPRISE FINANCIAL INC$34M
  • Conestoga Capital Advisors, LLC$30M
  • MORGAN STANLEY$25M
  • Spyglass Capital Management LLC$20M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP added7,963,111$659M10.5%2026-Q1
BlackRock, Inc. trimmed6,043,641$500M8.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,099,121$256M4.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,908,091$241M3.8%2026-Q1
WASATCH ADVISORS LP added2,268,118$188M3.0%2026-Q1
STATE STREET CORP added2,062,614$171M2.7%2026-Q1
FIRST TRUST ADVISORS LP added2,013,215$167M2.7%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC trimmed1,721,631$142M2.3%2026-Q1
BLAIR WILLIAM & CO/IL trimmed1,622,203$134M2.1%2026-Q1
Champlain Investment Partners, LLC trimmed1,602,006$133M2.1%2026-Q1
Impax Asset Management Group plc added1,436,288$119M1.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,426,802$118M1.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,384,832$115M1.8%2026-Q1
Conestoga Capital Advisors, LLC trimmed1,270,237$105M1.7%2026-Q1
Capital World Investors added1,264,278$105M1.7%2026-Q1
MORGAN STANLEY trimmed1,254,403$104M1.7%2026-Q1
FRANKLIN RESOURCES INC trimmed1,219,260$101M1.6%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed1,064,145$88M1.4%2026-Q1
Spyglass Capital Management LLC trimmed858,840$71M1.1%2026-Q1
Mawer Investment Management Ltd. added848,583$70M1.1%2026-Q1
BAMCO INC /NY/ added844,377$70M1.1%2026-Q1
Copeland Capital Management, LLC trimmed787,617$65M1.0%2026-Q1
AMERIPRISE FINANCIAL INC trimmed787,010$65M1.0%2026-Q1
JPMORGAN CHASE & CO trimmed827,480$65M1.0%2026-Q1
NORTHERN TRUST CORP trimmed743,485$62M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added729,178$60M1.0%2026-Q1
BOKF, NA trimmed681,678$56M0.9%2026-Q1
BROWN ADVISORY INC trimmed672,849$56M0.9%2026-Q1
Pictet Asset Management Holding SA trimmed671,212$56M0.9%2026-Q1
FMR LLC trimmed668,540$55M0.9%2026-Q1
Stephens Investment Management Group LLC trimmed634,114$52M0.8%2026-Q1
NORGES BANK trimmed531,882$42M0.7%2026-Q1
FEDERATED HERMES, INC. trimmed476,973$39M0.6%2026-Q1
ROYCE & ASSOCIATES LP added472,482$39M0.6%2026-Q1
Bank of New York Mellon Corp trimmed442,472$37M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new431,869$36M0.6%2026-Q1
Pembroke Management, LTD trimmed430,089$36M0.6%2026-Q1
SEI INVESTMENTS CO trimmed418,095$35M0.6%2026-Q1
Amundi trimmed402,187$33M0.5%2026-Q1
UBS Group AG trimmed400,744$33M0.5%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added390,246$32M0.5%2026-Q1
CITADEL ADVISORS LLC trimmed375,367$31M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed352,690$29M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added324,466$27M0.4%2026-Q1
Senvest Management, LLC added310,740$26M0.4%2026-Q1
RIVERBRIDGE PARTNERS LLC trimmed302,369$25M0.4%2026-Q1
Freestone Grove Partners LP added291,896$24M0.4%2026-Q1
ArrowMark Colorado Holdings LLC added280,196$23M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added280,014$23M0.4%2026-Q1
AMERICAN CAPITAL MANAGEMENT INC added276,884$23M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed266,757$22M0.3%2026-Q1
Ranger Investment Management, L.P. trimmed257,410$21M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed252,922$21M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed249,644$21M0.3%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed255,786$20M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added239,451$20M0.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed236,849$20M0.3%2026-Q1
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC added225,000$19M0.3%2026-Q1
Retirement Systems of Alabama added216,024$18M0.3%2026-Q1
Swedbank AB trimmed216,000$18M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added211,913$18M0.3%2026-Q1
FIFTH THIRD BANCORP added211,316$17M0.3%2026-Q1
EULAV Asset Management208,500$17M0.3%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added204,722$17M0.3%2026-Q1
Giverny Capital Inc. new201,832$17M0.3%2026-Q1
Nuveen, LLC added192,503$16M0.3%2026-Q1
RHUMBLINE ADVISERS added191,378$16M0.3%2026-Q1
Aperture Investors, LLC trimmed182,412$15M0.2%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed169,022$14M0.2%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed166,031$14M0.2%2026-Q1
Allied Investment Advisors, LLC added160,040$13M0.2%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed159,924$13M0.2%2026-Q1
Ensign Peak Advisors, Inc added157,850$13M0.2%2026-Q1
JACOBSON & SCHMITT ADVISORS, LLC new155,986$13M0.2%2026-Q1
Tidal Investments LLC trimmed152,380$13M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added152,249$13M0.2%2026-Q1
Granite Investment Partners, LLC trimmed139,236$12M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed139,118$12M0.2%2026-Q1
BLI - Banque de Luxembourg Investments147,200$11M0.2%2026-Q1
Swiss National Bank added137,125$11M0.2%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC trimmed123,807$10M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added120,133$10M0.2%2026-Q1
Invesco Ltd. trimmed118,393$10M0.2%2026-Q1
Thrivent Financial for Lutherans added116,756$10M0.2%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP added116,297$10M0.2%2026-Q1
Aberdeen Group plc trimmed114,616$9M0.2%2026-Q1
VANGUARD GROUP INC trimmed6,294,344$480M7.7%2025-Q4 stale
Capital International Investors trimmed1,328,881$101M1.6%2025-Q4 stale
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed595,240$47M0.7%2025-Q1 stale
FULLER & THALER ASSET MANAGEMENT, INC. added595,091$44M0.7%2025-Q2 stale
Alyeska Investment Group, L.P. added442,345$41M0.7%2025-Q3 stale
Ceredex Value Advisors LLC added529,750$40M0.6%2025-Q4 stale
COMERICA BANK added238,462$18M0.3%2025-Q4 stale
Turas Capital Management LP new218,093$17M0.3%2025-Q4 stale
CREDIT AGRICOLE S A new166,829$16M0.2%2025-Q3 stale
Schonfeld Strategic Advisors LLC trimmed187,995$14M0.2%2025-Q4 stale
MOORE CAPITAL MANAGEMENT, LP new149,385$14M0.2%2025-Q3 stale
TWINBEECH CAPITAL LP added178,788$13M0.2%2025-Q2 stale
Jackson Square Partners, LLC added133,734$12M0.2%2025-Q3 stale
Clearbridge Investments, LLC trimmed124,049$12M0.2%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership