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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP added | 7,963,111 | $659M | 10.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 6,043,641 | $500M | 8.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,099,121 | $256M | 4.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,908,091 | $241M | 3.8% | 2026-Q1 |
| WASATCH ADVISORS LP added | 2,268,118 | $188M | 3.0% | 2026-Q1 |
| STATE STREET CORP added | 2,062,614 | $171M | 2.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,013,215 | $167M | 2.7% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 1,721,631 | $142M | 2.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 1,622,203 | $134M | 2.1% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 1,602,006 | $133M | 2.1% | 2026-Q1 |
| Impax Asset Management Group plc added | 1,436,288 | $119M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,426,802 | $118M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,384,832 | $115M | 1.8% | 2026-Q1 |
| Conestoga Capital Advisors, LLC trimmed | 1,270,237 | $105M | 1.7% | 2026-Q1 |
| Capital World Investors added | 1,264,278 | $105M | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,254,403 | $104M | 1.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,219,260 | $101M | 1.6% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,064,145 | $88M | 1.4% | 2026-Q1 |
| Spyglass Capital Management LLC trimmed | 858,840 | $71M | 1.1% | 2026-Q1 |
| Mawer Investment Management Ltd. added | 848,583 | $70M | 1.1% | 2026-Q1 |
| BAMCO INC /NY/ added | 844,377 | $70M | 1.1% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 787,617 | $65M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 787,010 | $65M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 827,480 | $65M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 743,485 | $62M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 729,178 | $60M | 1.0% | 2026-Q1 |
| BOKF, NA trimmed | 681,678 | $56M | 0.9% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 672,849 | $56M | 0.9% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 671,212 | $56M | 0.9% | 2026-Q1 |
| FMR LLC trimmed | 668,540 | $55M | 0.9% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 634,114 | $52M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 531,882 | $42M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 476,973 | $39M | 0.6% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 472,482 | $39M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 442,472 | $37M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 431,869 | $36M | 0.6% | 2026-Q1 |
| Pembroke Management, LTD trimmed | 430,089 | $36M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 418,095 | $35M | 0.6% | 2026-Q1 |
| Amundi trimmed | 402,187 | $33M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 400,744 | $33M | 0.5% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 390,246 | $32M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 375,367 | $31M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 352,690 | $29M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 324,466 | $27M | 0.4% | 2026-Q1 |
| Senvest Management, LLC added | 310,740 | $26M | 0.4% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 302,369 | $25M | 0.4% | 2026-Q1 |
| Freestone Grove Partners LP added | 291,896 | $24M | 0.4% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC added | 280,196 | $23M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 280,014 | $23M | 0.4% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC added | 276,884 | $23M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 266,757 | $22M | 0.3% | 2026-Q1 |
| Ranger Investment Management, L.P. trimmed | 257,410 | $21M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 252,922 | $21M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 249,644 | $21M | 0.3% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 255,786 | $20M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 239,451 | $20M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 236,849 | $20M | 0.3% | 2026-Q1 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC added | 225,000 | $19M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 216,024 | $18M | 0.3% | 2026-Q1 |
| Swedbank AB trimmed | 216,000 | $18M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 211,913 | $18M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 211,316 | $17M | 0.3% | 2026-Q1 |
| EULAV Asset Management | 208,500 | $17M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 204,722 | $17M | 0.3% | 2026-Q1 |
| Giverny Capital Inc. new | 201,832 | $17M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 192,503 | $16M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 191,378 | $16M | 0.3% | 2026-Q1 |
| Aperture Investors, LLC trimmed | 182,412 | $15M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 169,022 | $14M | 0.2% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 166,031 | $14M | 0.2% | 2026-Q1 |
| Allied Investment Advisors, LLC added | 160,040 | $13M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 159,924 | $13M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 157,850 | $13M | 0.2% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC new | 155,986 | $13M | 0.2% | 2026-Q1 |
| Tidal Investments LLC trimmed | 152,380 | $13M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 152,249 | $13M | 0.2% | 2026-Q1 |
| Granite Investment Partners, LLC trimmed | 139,236 | $12M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 139,118 | $12M | 0.2% | 2026-Q1 |
| BLI - Banque de Luxembourg Investments | 147,200 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 137,125 | $11M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 123,807 | $10M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 120,133 | $10M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 118,393 | $10M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 116,756 | $10M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 116,297 | $10M | 0.2% | 2026-Q1 |
| Aberdeen Group plc trimmed | 114,616 | $9M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,294,344 | $480M | 7.7% | 2025-Q4 stale |
| Capital International Investors trimmed | 1,328,881 | $101M | 1.6% | 2025-Q4 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 595,240 | $47M | 0.7% | 2025-Q1 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 595,091 | $44M | 0.7% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. added | 442,345 | $41M | 0.7% | 2025-Q3 stale |
| Ceredex Value Advisors LLC added | 529,750 | $40M | 0.6% | 2025-Q4 stale |
| COMERICA BANK added | 238,462 | $18M | 0.3% | 2025-Q4 stale |
| Turas Capital Management LP new | 218,093 | $17M | 0.3% | 2025-Q4 stale |
| CREDIT AGRICOLE S A new | 166,829 | $16M | 0.2% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC trimmed | 187,995 | $14M | 0.2% | 2025-Q4 stale |
| MOORE CAPITAL MANAGEMENT, LP new | 149,385 | $14M | 0.2% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP added | 178,788 | $13M | 0.2% | 2025-Q2 stale |
| Jackson Square Partners, LLC added | 133,734 | $12M | 0.2% | 2025-Q3 stale |
| Clearbridge Investments, LLC trimmed | 124,049 | $12M | 0.2% | 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.
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.