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Institutional Ownership · SEC Form 13F

Who owns AAON (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

442
Institutional holders
64M
Shares held (tracked funds)
78.8%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on AAON is one-sided between 2026-Q1 and 2026-Q2: 217 added or opened and 63 trimmed or exited — on balance accumulating.

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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AAON more heavily than its largest holder by dollar value does.

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 2026-Q1 and 2026-Q2, across 442 tracked filers holding AAON, 229 increased or opened the position and 230 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 2026-Q1 and 2026-Q2 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 40

  • FULLER & THALER ASSET MANAGEMENT, INC.$116M
  • CLOUGH CAPITAL PARTNERS L P$16M
  • TUDOR INVESTMENT CORP ET AL$16M
  • Qube Research & Technologies Ltd$9M
  • ALGERT GLOBAL LLC$7M
  • CASTLEARK MANAGEMENT LLC$6M

Full exits 41

  • Amundi$33M
  • Senvest Management, LLC$26M
  • Freestone Grove Partners LP$24M
  • Thrivent Financial for Lutherans$10M
  • Northwest & Ethical Investments L.P.$9M
  • SG Americas Securities, LLC$6M

Largest adds

  • BlackRock, Inc.$348M
  • STATE STREET CORP$162M
  • VANGUARD CAPITAL MANAGEMENT LLC$140M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$132M
  • JANE STREET GROUP, LLC$123M
  • WASATCH ADVISORS LP$109M

Largest trims

  • Champlain Investment Partners, LLC$87M
  • Impax Asset Management Group plc$75M
  • JPMORGAN CHASE & CO$15M
  • ArrowMark Colorado Holdings LLC$14M
  • Granite Investment Partners, LLC$6M
  • SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$6M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added6,686,241$848M11.0%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed5,772,476$732M9.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added3,121,771$396M5.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added2,938,836$373M4.8%2026-Q2
STATE STREET CORP added2,625,540$333M4.3%2026-Q2
WASATCH ADVISORS LP added2,338,517$297M3.8%2026-Q2
FIRST TRUST ADVISORS LP trimmed1,579,172$200M2.6%2026-Q2
BLAIR WILLIAM & CO/IL trimmed1,533,434$195M2.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,432,938$182M2.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,352,956$172M2.2%2026-Q2
GENEVA CAPITAL MANAGEMENT LLC trimmed1,200,842$152M2.0%2026-Q2
MORGAN STANLEY trimmed1,121,413$142M1.8%2026-Q2
Capital World Investors trimmed1,102,743$140M1.8%2026-Q2
FRANKLIN RESOURCES INC trimmed1,023,955$130M1.7%2026-Q2
Conestoga Capital Advisors, LLC trimmed1,015,825$129M1.7%2026-Q2
JANE STREET GROUP, LLC added973,933$124M1.6%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. added917,551$116M1.5%2026-Q2
Pictet Asset Management Holding SA added883,740$112M1.5%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed878,950$112M1.4%2026-Q2
Mawer Investment Management Ltd. added855,173$108M1.4%2026-Q2
Spyglass Capital Management LLC trimmed776,629$99M1.3%2026-Q2
Copeland Capital Management, LLC trimmed750,196$95M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed724,376$92M1.2%2026-Q2
NORTHERN TRUST CORP trimmed701,585$89M1.2%2026-Q2
BOKF, NA trimmed681,598$86M1.1%2026-Q2
Stephens Investment Management Group LLC added643,256$82M1.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed639,442$81M1.1%2026-Q2
FMR LLC trimmed624,170$79M1.0%2026-Q2
BAMCO INC /NY/ trimmed544,402$69M0.9%2026-Q2
NORGES BANK trimmed522,529$66M0.9%2026-Q2
CITIGROUP INC added496,931$63M0.8%2026-Q2
BROWN ADVISORY INC trimmed489,527$62M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added440,816$56M0.7%2026-Q2
Bank of New York Mellon Corp trimmed435,788$55M0.7%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added430,042$55M0.7%2026-Q2
BANK OF AMERICA CORP /DE/ added422,966$54M0.7%2026-Q2
UBS Group AG trimmed397,228$50M0.7%2026-Q2
JPMORGAN CHASE & CO trimmed392,250$50M0.6%2026-Q2
ROYCE & ASSOCIATES LP trimmed385,198$49M0.6%2026-Q2
AMERICAN CAPITAL MANAGEMENT INC added375,178$48M0.6%2026-Q2
GOLDMAN SACHS GROUP INC added368,608$47M0.6%2026-Q2
SEI INVESTMENTS CO trimmed365,700$46M0.6%2026-Q2
Champlain Investment Partners, LLC trimmed361,641$46M0.6%2026-Q2
Impax Asset Management Group plc trimmed343,165$44M0.6%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added326,523$41M0.5%2026-Q2
D. E. Shaw & Co., Inc. added313,228$40M0.5%2026-Q2
Pembroke Management, LTD trimmed296,806$38M0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed293,694$37M0.5%2026-Q2
FEDERATED HERMES, INC. trimmed283,669$36M0.5%2026-Q2
Grantham, Mayo, Van Otterloo & Co. LLC trimmed258,348$33M0.4%2026-Q2
WCM INVESTMENT MANAGEMENT, LLC added255,888$32M0.4%2026-Q2
Rockefeller Capital Management L.P. trimmed245,753$31M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed243,826$31M0.4%2026-Q2
Ranger Investment Management, L.P. trimmed241,003$31M0.4%2026-Q2
WELLS FARGO & COMPANY/MN trimmed240,261$30M0.4%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed233,374$30M0.4%2026-Q2
PRUDENTIAL FINANCIAL INC added233,373$30M0.4%2026-Q2
RIVERBRIDGE PARTNERS LLC trimmed208,611$26M0.3%2026-Q2
EULAV Asset Management208,500$26M0.3%2026-Q2
CITADEL ADVISORS LLC trimmed207,646$26M0.3%2026-Q2
FIFTH THIRD BANCORP trimmed205,388$26M0.3%2026-Q2
Giverny Capital Inc. added204,779$26M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed203,503$26M0.3%2026-Q2
Retirement Systems of Alabama trimmed203,381$26M0.3%2026-Q2
Aperture Investors, LLC added198,361$25M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed190,060$24M0.3%2026-Q2
Nuveen, LLC trimmed163,545$21M0.3%2026-Q2
JACOBSON & SCHMITT ADVISORS, LLC trimmed155,304$20M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added153,625$19M0.3%2026-Q2
Tidal Investments LLC added153,244$19M0.3%2026-Q2
Ensign Peak Advisors, Inc trimmed150,716$19M0.2%2026-Q2
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed150,136$19M0.2%2026-Q2
Allied Investment Advisors, LLC trimmed149,761$19M0.2%2026-Q2
Russell Investments Group, Ltd. added148,887$19M0.2%2026-Q2
Swiss National Bank added139,625$18M0.2%2026-Q2
CLOUGH CAPITAL PARTNERS L P new127,644$16M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL new127,466$16M0.2%2026-Q2
Swedbank AB trimmed123,000$16M0.2%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed121,484$15M0.2%2026-Q2
Erste Asset Management GmbH added120,500$15M0.2%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC trimmed119,168$15M0.2%2026-Q2
Invesco Ltd. trimmed112,183$14M0.2%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed111,559$14M0.2%2026-Q2
NEXT CENTURY GROWTH INVESTORS LLC added110,031$14M0.2%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed108,820$14M0.2%2026-Q2
Squarepoint Ops LLC added107,045$14M0.2%2026-Q2
Curi Capital, LLC added105,828$13M0.2%2026-Q2
Aberdeen Group plc trimmed103,762$13M0.2%2026-Q2
Jump Financial, LLC added101,370$13M0.2%2026-Q2
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed100,000$13M0.2%2026-Q2
BLI - Banque de Luxembourg Investments trimmed97,500$12M0.2%2026-Q2
ROYAL BANK OF CANADA trimmed97,186$12M0.2%2026-Q2
Legal & General Group Plc trimmed91,372$12M0.2%2026-Q2
Trexquant Investment LP added89,740$11M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added80,753$10M0.1%2026-Q2
California Public Employees Retirement System trimmed80,016$10M0.1%2026-Q2
Pathstone Holdings, LLC added76,309$10M0.1%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP trimmed73,606$9M0.1%2026-Q2
ArrowMark Colorado Holdings LLC trimmed72,369$9M0.1%2026-Q2
B. Metzler seel. Sohn & Co. AG added70,851$9M0.1%2026-Q2

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