Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AAON held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 8.0M | $660.1M | +16.6% | 9.739% | 0.12% |
| 2 | BlackRock, Inc. | 6.6M | $542.9M | +2.6% | 8.009% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $256.5M | β | 3.784% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $240.6M | β | 3.550% | 0.01% |
| 5 | WASATCH ADVISORS INC | 2.3M | $187.7M | +23.8% | 2.769% | 1.25% |
| 6 | STATE STREET CORP | 2.1M | $170.7M | +0.9% | 2.518% | 0.01% |
| 7 | FIRST TRUST ADVISORS LP | 2.0M | $166.6M | +22.1% | 2.458% | 0.12% |
| 8 | GENEVA CAPITAL MANAGEMENT LLC | 1.7M | $142.5M | -6.9% | 2.102% | 3.03% |
| 9 | BLAIR WILLIAM & CO/IL | 1.6M | $134.2M | -3.4% | 1.980% | 0.38% |
| 10 | Champlain Investment Partners, LLC | 1.6M | $132.6M | -3.8% | 1.956% | 1.68% |
| 11 | Impax Asset Management Group plc | 1.4M | $118.9M | +2.3% | 1.753% | 0.83% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $118.1M | +3.3% | 1.742% | 0.01% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $114.6M | -1.7% | 1.691% | 0.02% |
| 14 | Conestoga Capital Advisors, LLC | 1.3M | $105.1M | -28.5% | 1.551% | 2.10% |
| 15 | Capital World Investors | 1.3M | $104.6M | +117.7% | 1.544% | 0.01% |
| 16 | MORGAN STANLEY | 1.3M | $103.8M | -25.7% | 1.531% | 0.01% |
| 17 | FRANKLIN RESOURCES INC | 1.2M | $100.9M | -0.3% | 1.489% | 0.02% |
| 18 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.1M | $88.1M | -13.6% | 1.299% | 0.26% |
| 19 | Spyglass Capital Management LLC | 859K | $71.1M | -28.4% | 1.048% | 5.35% |
| 20 | Mawer Investment Management Ltd. | 849K | $70.2M | +10.8% | 1.036% | 0.45% |
| 21 | BAMCO INC /NY/ | 844K | $69.9M | +14.4% | 1.031% | 0.21% |
| 22 | Copeland Capital Management, LLC | 788K | $65.2M | -1.6% | 0.962% | 1.45% |
| 23 | AMERIPRISE FINANCIAL INC | 787K | $65.1M | -39.4% | 0.961% | 0.02% |
| 24 | NORTHERN TRUST CORP | 743K | $61.5M | -1.1% | 0.908% | 0.01% |
| 25 | FMR LLC | 736K | $60.9M | -42.1% | 0.898% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AAON β a direct measure of their conviction.
Filings activity in AAON during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AAON position in Q1 2026
Institutions that fully closed their AAON position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 390 | 0.5% | 54.10% | +0.90 pp | $5.64B | +1.7% |
| Q4 2025 | 392 | 0.8% | 53.20% | 11.68 pp | $5.54B | 18% |
| Q3 2025 | 395 | +2.3% | 64.88% | +21.14 pp | $6.76B | +48% |
| Q2 2025 | 386 | +4.0% | 43.74% | 0.14 pp | $4.56B | 0.3% |
| Q1 2025 | 371 | 10% | 43.88% | 18.24 pp | $4.57B | 29% |
| Q4 2024 | 413 | +10% | 62.12% | +3.86 pp | $6.47B | +6.6% |
| Q3 2024 | 374 | +5.9% | 58.26% | +12.82 pp | $6.07B | +28% |
| Q2 2024 | 353 | β | 45.44% | β | $4.73B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AAON stock.
Based on Q1 2026 13F filings, institutional ownership of AAON, Inc. stands at 54.1%, held across 390 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of AAON, with approximately 7,977,164 shares worth $0.66B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AAON.
Our composite Smart Money Score for AAON is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
62 institutions opened new positions in AAON during Q1 2026, while 64 fully exited. 237 added to existing positions and 90 trimmed.
AAON institutional ownership rose by 0.90 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 46.7% of all reported 13F value in AAON, and the top 25 account for 70.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
AAON, Inc. (AAON) Institutional Ownership