AAON INC (AAON)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
444
Reporting holders
$8.3B
Reported value
78.5%
Of shares outstanding
0.8%
Held as options
+75
Holder change
Institutions report 64,757,568 shares against 82,453,639 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $848.2M | 6,686,241 | 0.01% | 8q | +1.9%+$16.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $732.3M | 5,772,476 | 0.13% | 7q | -27.6%-$279.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $396.0M | 3,121,771 | 0.01% | 2q | +0.7%+$2.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372.8M | 2,938,836 | 0.02% | 2q | +1.1%+$3.9M |
| STATE STREET CORP | $333.1M | 2,625,540 | 0.01% | 31q | +27.3%+$71.4M |
| WASATCH ADVISORS LP | $296.7M | 2,338,517 | 1.94% | 31q | +3.1%+$8.9M |
| FIRST TRUST ADVISORS LP | $200.3M | 1,579,172 | 0.12% | 19q | -21.6%-$55.1M |
| BLAIR WILLIAM & CO/IL | $194.5M | 1,533,434 | 0.51% | 9q | -5.5%-$11.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $181.8M | 1,432,938 | 0.01% | 31q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $171.6M | 1,352,956 | 0.03% | 31q | -2.3%-$4.0M |
| GENEVA CAPITAL MANAGEMENT LLC | $152.3M | 1,200,842 | 3.49% | 26q | -30.2%-$66.1M |
| JANE STREET GROUP, LLC | $149.3M | 973,933 | 0.01% | 5q | +10335.4%+$147.9M |
| MORGAN STANLEY | $142.3M | 1,121,413 | 0.01% | 35q | -10.6%-$16.9M |
| Capital World Investors | $139.9M | 1,102,743 | 0.02% | 4q | -12.8%-$20.5M |
| FRANKLIN RESOURCES INC | $129.9M | 1,023,955 | 0.03% | 10q | -16.0%-$24.8M |
| Conestoga Capital Advisors, LLC | $128.9M | 1,015,825 | 2.80% | 31q | -20.0%-$32.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $116.4M | 917,551 | 0.32% | new | NEW |
| Pictet Asset Management Holding SA | $112.1M | 883,740 | 0.11% | 12q | +31.7%+$27.0M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $111.5M | 878,950 | 0.35% | 31q | -17.4%-$23.5M |
| Mawer Investment Management Ltd. | $108.5M | 855,173 | 0.74% | 6q | +0.8%+$836.0K |
| Spyglass Capital Management LLC | $98.5M | 776,629 | 5.33% | 6q | -9.6%-$10.4M |
| Copeland Capital Management, LLC | $95.2M | 750,196 | 1.96% | 4q | -4.8%-$4.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91.9M | 724,376 | 0.01% | 31q | -0.7%-$609.2K |
| Sixth Street Partners Management Company, L.P. | $91.9M | 724,376 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $89.0M | 701,585 | 0.01% | 31q | -5.6%-$5.3M |
| BOKF, NA | $86.5M | 681,598 | 1.19% | 30q | HELD |
| Stephens Investment Management Group LLC | $81.6M | 643,256 | 0.87% | 9q | +1.4%+$1.2M |
| AMERIPRISE FINANCIAL INC | $81.1M | 639,442 | 0.02% | 31q | -59.4%-$118.6M |
| FMR LLC | $79.2M | 624,170 | 0.00% | 31q | -15.2%-$14.2M |
| BAMCO INC /NY/ | $69.1M | 544,402 | 0.10% | 4q | -35.5%-$38.1M |
| NORGES BANK | $66.3M | 522,529 | 0.01% | 32q | -4.2%-$2.9M |
| CITIGROUP INC | $63.0M | 496,931 | 0.02% | 31q | +2181.8%+$60.3M |
| BROWN ADVISORY INC | $62.1M | 489,527 | 0.10% | 6q | -27.2%-$23.3M |
| VANGUARD FIDUCIARY TRUST CO | $55.9M | 440,816 | 0.01% | 2q | +2.1%+$1.1M |
| Bank of New York Mellon Corp | $55.3M | 435,788 | 0.01% | 31q | -1.5%-$847.9K |
| BANK OF AMERICA CORP /DE/ | $53.7M | 422,966 | 0.00% | 31q | +19.9%+$8.9M |
| UBS Group AG | $50.4M | 397,228 | 0.01% | 31q | -0.9%-$446.3K |
| JPMORGAN CHASE & CO | $49.7M | 392,250 | 0.00% | 31q | -52.6%-$55.2M |
| ROYCE & ASSOCIATES LP | $48.9M | 385,198 | 0.39% | 6q | -18.5%-$11.1M |
| AMERICAN CAPITAL MANAGEMENT INC | $47.6M | 375,178 | 2.13% | 4q | +35.5%+$12.5M |
| GOLDMAN SACHS GROUP INC | $46.8M | 368,608 | 0.00% | 31q | +53.9%+$16.4M |
| SEI INVESTMENTS CO | $46.4M | 365,700 | 0.04% | 31q | -12.5%-$6.6M |
| Champlain Investment Partners, LLC | $45.9M | 361,641 | 1.18% | 5q | -77.4%-$157.4M |
| Impax Asset Management Group plc | $43.5M | 343,165 | 0.28% | 6q | -76.1%-$138.7M |
| Amundi | $43.0M | 338,393 | 0.01% | 16q | -15.9%-$8.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41.4M | 326,523 | 0.06% | 3q | +59.5%+$15.5M |
| D. E. Shaw & Co., Inc. | $41.1M | 313,228 | 0.02% | 3q | +1201.5%+$37.9M |
| CITADEL ADVISORS LLC | $38.4M | 207,646 | 0.00% | 31q | -44.7%-$31.0M |
| Pembroke Management, LTD | $37.7M | 296,806 | 2.67% | 9q | -31.0%-$16.9M |
| ENVESTNET ASSET MANAGEMENT INC | $37.3M | 293,694 | 0.01% | 31q | -9.5%-$3.9M |
| FEDERATED HERMES, INC. | $36.0M | 283,669 | 0.05% | 9q | -40.5%-$24.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $32.8M | 258,348 | 0.07% | 16q | -33.8%-$16.7M |
| WCM INVESTMENT MANAGEMENT, LLC | $32.2M | 255,888 | 0.06% | 6q | HELD |
| Rockefeller Capital Management L.P. | $31.2M | 245,753 | 0.05% | 31q | -1.6%-$493.6K |
| RAYMOND JAMES FINANCIAL INC | $30.9M | 243,826 | 0.01% | 7q | -8.6%-$2.9M |
| Ranger Investment Management, L.P. | $30.6M | 241,003 | 1.93% | 9q | -6.4%-$2.1M |
| WELLS FARGO & COMPANY/MN | $30.5M | 240,261 | 0.00% | 31q | -52.5%-$33.7M |
| TWO SIGMA INVESTMENTS, LP | $29.6M | 233,374 | 0.02% | 6q | -16.7%-$5.9M |
| PRUDENTIAL FINANCIAL INC | $29.6M | 233,373 | 0.03% | 31q | +3194.8%+$28.7M |
| RIVERBRIDGE PARTNERS LLC | $26.5M | 208,611 | 0.74% | 4q | -31.0%-$11.9M |
| EULAV Asset Management | $26.5M | 208,500 | 0.84% | 31q | HELD |
| FIFTH THIRD BANCORP | $26.1M | 205,388 | 0.04% | 30q | -2.8%-$752.0K |
| Giverny Capital Inc. | $26.0M | 204,779 | 0.87% | 2q | +1.5%+$373.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.8M | 203,503 | 0.00% | 14q | -4.0%-$1.1M |
| Retirement Systems of Alabama | $25.8M | 203,381 | 0.08% | 9q | -5.9%-$1.6M |
| Aperture Investors, LLC | $25.2M | 198,361 | 2.28% | 6q | +8.7%+$2.0M |
| RHUMBLINE ADVISERS | $24.1M | 190,060 | 0.02% | 31q | -0.7%-$167.2K |
| Nuveen, LLC | $20.7M | 163,545 | 0.00% | 6q | -15.0%-$3.7M |
| JACOBSON & SCHMITT ADVISORS, LLC | $19.7M | 155,304 | 3.22% | 2q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $19.5M | 153,625 | 0.01% | 31q | +0.9%+$174.6K |
| Tidal Investments LLC | $19.4M | 153,244 | 0.03% | 13q | +0.6%+$109.6K |
| Ensign Peak Advisors, Inc | $19.1M | 150,716 | 0.03% | 27q | -52.3%-$20.9M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $19.0M | 150,136 | 0.23% | 12q | -9.6%-$2.0M |
| Allied Investment Advisors, LLC | $19.0M | 149,761 | 2.39% | 30q | -6.4%-$1.3M |
| Russell Investments Group, Ltd. | $18.9M | 148,887 | 0.02% | 31q | +52.0%+$6.5M |
| Swiss National Bank | $17.7M | 139,625 | 0.01% | 31q | +1.8%+$317.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.6M | 9,742 | 0.00% | 16q | -61.0%-$25.9M |
| CLOUGH CAPITAL PARTNERS L P | $16.2M | 127,644 | 1.32% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $16.2M | 127,466 | 0.02% | new | NEW |
| Swedbank AB | $15.6M | 123,000 | 0.01% | 8q | -43.1%-$11.8M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $15.4M | 121,484 | 0.50% | 7q | -1.9%-$294.7K |
| Erste Asset Management GmbH | $15.1M | 120,500 | 0.12% | 31q | +24000.0%+$15.1M |
| VOYA INVESTMENT MANAGEMENT LLC | $15.1M | 119,168 | 0.01% | 31q | -49.7%-$14.9M |
| Invesco Ltd. | $14.2M | 112,183 | 0.00% | 31q | -5.2%-$787.8K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14.2M | 111,559 | 0.09% | 6q | -34.0%-$7.3M |
| NEXT CENTURY GROWTH INVESTORS LLC | $14.0M | 110,031 | 0.74% | 4q | +1.4%+$189.8K |
| KENNEDY CAPITAL MANAGEMENT LLC | $13.8M | 108,820 | 0.24% | 9q | -32.0%-$6.5M |
| Squarepoint Ops LLC | $13.6M | 107,045 | 0.02% | 2q | +868.6%+$12.2M |
| Curi Capital, LLC | $13.4M | 105,828 | 0.21% | 11q | +5.1%+$656.8K |
| Aberdeen Group plc | $13.2M | 103,762 | 0.02% | 6q | -9.5%-$1.4M |
| Jump Financial, LLC | $12.9M | 101,370 | 0.10% | 2q | +1874.5%+$12.2M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $12.7M | 100,000 | 0.22% | 2q | -55.6%-$15.9M |
| ROYAL BANK OF CANADA | $12.3M | 97,186 | 0.00% | 31q | -3.6%-$459.9K |
| BLI - Banque de Luxembourg Investments | $12.3M | 97,500 | 0.43% | 5q | -33.8%-$6.3M |
| Legal & General Group Plc | $11.6M | 91,372 | 0.00% | 31q | -0.7%-$85.2K |
| Trexquant Investment LP | $11.4M | 89,740 | 0.07% | 3q | +29.5%+$2.6M |
| California Public Employees Retirement System | $10.2M | 80,016 | 0.01% | 12q | -4.2%-$442.9K |
| Pathstone Holdings, LLC | $9.7M | 76,309 | 0.03% | 11q | +394.9%+$7.7M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $9.3M | 73,606 | 0.04% | 6q | -36.7%-$5.4M |
| ArrowMark Colorado Holdings LLC | $9.2M | 72,369 | 0.38% | 3q | -74.2%-$26.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 7.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 444 | $8.3B | 64,757,568 | 111 | 109 | 159 | 0.8% |
| Q1 2026 | 369 | $5.8B | 70,137,337 | 50 | 130 | 119 | 0.4% |
| Q4 2025 | 375 | $5.6B | 72,704,831 | 53 | 110 | 131 | 0.4% |
| Q3 2025 | 375 | $6.9B | 73,376,179 | 78 | 106 | 128 | 0.6% |
| Q2 2025 | 360 | $4.6B | 62,568,081 | 57 | 131 | 113 | 0.7% |
| Q1 2025 | 349 | $4.7B | 59,746,291 | 57 | 119 | 113 | 0.1% |
| Q4 2024 | 392 | $6.5B | 55,267,104 | 66 | 113 | 136 | 0.1% |
| Q3 2024 | 348 | $6.3B | 58,490,799 | 58 | 110 | 113 | 0.1% |
| Q2 2024 | 327 | $5.0B | 57,800,749 | 80 | 105 | 93 | 0.2% |
| Q1 2024 | 297 | $5.2B | 59,488,877 | 44 | 97 | 97 | 0.1% |
| Q4 2023 | 269 | $4.3B | 58,605,000 | 40 | 87 | 82 | 0.4% |
| Q3 2023 | 255 | $3.2B | 55,917,004 | 29 | 199 | 22 | 0.3% |
| Q2 2023 | 266 | $3.6B | 38,190,624 | 41 | 89 | 80 | 0.1% |
| Q1 2023 | 237 | $3.5B | 36,653,267 | 43 | 84 | 62 | 0.1% |
| Q4 2022 | 199 | $2.5B | 33,104,603 | 43 | 67 | 60 | 0.1% |
| Q3 2022 | 218 | $2.0B | 37,840,390 | 30 | 76 | 60 | 0.2% |
| Q2 2022 | 202 | $2.1B | 37,887,670 | 27 | 66 | 59 | 0.1% |
| Q1 2022 | 202 | $2.1B | 37,778,322 | 25 | 68 | 63 | 0.1% |
| Q4 2021 | 211 | $3.0B | 37,614,193 | 22 | 68 | 67 | 0.0% |
| Q3 2021 | 203 | $2.4B | 36,781,026 | 17 | 60 | 60 | 0.0% |
| Q2 2021 | 206 | $2.3B | 36,643,945 | 26 | 68 | 63 | 0.0% |
| Q1 2021 | 209 | $2.6B | 37,355,680 | 24 | 64 | 71 | 0.2% |
| Q4 2020 | 204 | $2.5B | 37,812,078 | 24 | 62 | 58 | 0.6% |
| Q3 2020 | 194 | $2.3B | 37,964,411 | 21 | 58 | 63 | 0.4% |
| Q2 2020 | 193 | $2.0B | 37,610,353 | 32 | 65 | 54 | 0.1% |
| Q1 2020 | 175 | $1.8B | 36,865,207 | 25 | 63 | 44 | 0.4% |
| Q4 2019 | 170 | $1.9B | 38,861,861 | 16 | 47 | 51 | 0.3% |
| Q3 2019 | 173 | $1.9B | 39,658,105 | 19 | 62 | 41 | 0.2% |
| Q2 2019 | 168 | $1.9B | 38,387,615 | 19 | 49 | 49 | 0.1% |
| Q1 2019 | 169 | $1.8B | 38,624,415 | 22 | 48 | 49 | 0.1% |
| Q4 2018 | 158 | $1.4B | 38,719,748 | 3 | 0 | 4 | 0.1% |