HolderBook

AAON INC (AAON)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

11
Reporting holders
$13.0M
Reported value
0.0%
Calls
0.0%
Puts
-464
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$10.5M126,5860.12%13q-15.7%-$1.9M
Olistico Wealth, LLC$1.5M17,9030.62%16qHELD
Cadent Capital Advisors, LLC$628.4K7,5930.13%24qHELD
GAMMA Investing LLC$173.1K2,0910.01%12q+1.0%+$1.7K
Central Pacific Bank - Trust Division$102.6K1,2400.01%newNEW
Farther Finance Advisors, LLC$66.8K8070.00%15q-4.3%-$3.0K
MassMutual Private Wealth & Trust, FSB$14.3K1730.00%18q-9.9%-$1.6K
Versant Capital Management, Inc$12.7K1540.00%19q+234.8%+$8.9K
ELEVATION WEALTH PARTNERS, LLC$6.5K790.00%2q+243.5%+$4.6K
GK Wealth Management LLC$2.6K310.00%newNEW
CoreCap Advisors, LLC$1.9K230.00%2qHELD
CX Institutional$131600.00%newNEW

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 →

FiledFormFiler % of class
2026-09-0813G/AWellington Management Group LLPwith 3 co-filers10.4%
2026-08-1313G/AWellington Management Group LLPwith 3 co-filers7.0%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-12Fields Gary DDirectorSold31,271$4.2M ×2
2026-05-26Fields Gary DDirectorSold21,173$3.0M
2026-05-29Fields Gary DDirectorSold19,000$2.7M
2026-05-13Fields Gary DDirectorSold19,081$2.6M
2026-04-24Thompson RebeccaChief Accounting OfficerSold21,914$2.2M
2026-04-24Thompson RebeccaChief Accounting OfficerSold21,914$2.2M
2026-05-07Thompson RebeccaChief Accounting OfficerSold9,672$1.3M
2026-05-13Tobolski Matthew JosephChief Executive OfficerSold8,000$1.1M
2026-04-23Thompson RebeccaChief Accounting OfficerSold7,292$729.9K
2026-04-23Thompson RebeccaChief Accounting OfficerSold7,292$729.9K
2026-06-02Thompson RebeccaChief Accounting OfficerSold4,230$606.7K
2026-05-14Kidwell CaseyChief Administration OfficerSold3,153$436.1K ×2

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$13.0M156,6802330.0%
Q2 2026475$8.9B69,088,9791151221670.8%
Q1 2026398$5.9B70,981,333541431250.4%
Q4 2025403$5.6B73,663,489531181470.4%
Q3 2025408$7.0B74,095,613821221370.6%
Q2 2025394$4.7B63,622,273631391300.7%
Q1 2025383$4.8B61,614,968621311240.1%
Q4 2024422$6.8B57,982,230671261500.1%
Q3 2024381$6.7B61,823,484621211280.1%
Q2 2024360$5.4B62,174,432861181020.2%
Q1 2024330$5.6B63,802,006491111070.1%
Q4 2023302$4.6B61,882,4164694970.4%
Q3 2023290$3.3B58,207,04434226250.3%
Q2 2023303$3.7B39,082,1034997950.1%
Q1 2023278$3.7B38,475,27550101750.1%
Q4 2022253$2.8B37,159,1765280780.1%
Q3 2022218$2.0B37,840,3903076600.2%
Q2 2022202$2.1B37,887,6702766590.1%
Q1 2022202$2.1B37,778,3222568630.1%
Q4 2021211$3.0B37,614,1932268670.0%
Q3 2021203$2.4B36,781,0261760600.0%
Q2 2021206$2.3B36,643,9452668630.0%
Q1 2021209$2.6B37,355,6802464710.2%
Q4 2020204$2.5B37,812,0782462580.6%
Q3 2020194$2.3B37,964,4112158630.4%
Q2 2020193$2.0B37,610,3533265540.1%
Q1 2020175$1.8B36,865,2072563440.4%
Q4 2019170$1.9B38,861,8611647510.3%
Q3 2019173$1.9B39,658,1051962410.2%
Q2 2019168$1.9B38,387,6151949490.1%
Q1 2019169$1.8B38,624,4152248490.1%
Q4 2018158$1.4B38,719,7483040.1%