Ranked by reported Q2 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 | BlackRock, Inc. | 6.7M | $848.2M | +1.9% | 8.163% | 0.01% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 5.8M | $732.3M | -27.6% | 7.047% | 0.13% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $396.0M | +0.7% | 3.811% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $372.8M | +1.1% | 3.588% | 0.02% |
| 5 | STATE STREET CORP | 2.6M | $333.1M | +27.3% | 3.205% | 0.00% |
| 6 | WASATCH ADVISORS LP | 2.3M | $296.7M | +3.1% | 2.855% | 1.94% |
| 7 | FIRST TRUST ADVISORS LP | 1.6M | $200.3M | -21.6% | 1.928% | 0.12% |
| 8 | BLAIR WILLIAM & CO/IL | 1.5M | $194.5M | -5.5% | 1.872% | 0.51% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $181.8M | +0.4% | 1.749% | 0.01% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $171.6M | -2.3% | 1.652% | 0.03% |
| 11 | GENEVA CAPITAL MANAGEMENT LLC | 1.2M | $152.3M | -30.3% | 1.466% | 3.49% |
| 12 | JANE STREET GROUP, LLC | 1.2M | $149.3M | +2119.6% | 1.437% | 0.01% |
| 13 | MORGAN STANLEY | 1.1M | $142.3M | -10.6% | 1.369% | 0.01% |
| 14 | Capital World Investors | 1.1M | $139.9M | -12.8% | 1.346% | 0.02% |
| 15 | FRANKLIN RESOURCES INC | 1.0M | $129.9M | -16.0% | 1.250% | 0.03% |
| 16 | Conestoga Capital Advisors, LLC | 1.0M | $128.9M | -20.0% | 1.240% | 2.80% |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | 918K | $116.4M | — | 1.120% | 0.32% |
| 18 | Pictet Asset Management Holding SA | 884K | $112.1M | +31.7% | 1.079% | 0.11% |
| 19 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 879K | $111.5M | -17.4% | 1.073% | 0.35% |
| 20 | Mawer Investment Management Ltd. | 855K | $108.5M | +0.8% | 1.044% | 0.74% |
| 21 | Spyglass Capital Management LLC | 777K | $98.5M | -9.6% | 0.948% | 5.33% |
| 22 | Copeland Capital Management, LLC | 750K | $95.2M | -4.8% | 0.916% | 1.96% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 724K | $91.9M | -0.7% | 0.884% | 0.01% |
| 24 | NORTHERN TRUST CORP | 702K | $89.0M | -5.6% | 0.856% | 0.01% |
| 25 | BOKF, NA | 682K | $86.5M | -0.0% | 0.832% | 1.19% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AAON — a direct measure of their conviction.
Filings activity in AAON during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new AAON position in Q2 2026
Institutions that fully closed their AAON position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 474 | +19% | 79.90% | 6.10 pp | $8.16B | +43% |
| Q1 2026 | 398 | +1.0% | 86.00% | 4.94 pp | $5.71B | +2.8% |
| Q4 2025 | 394 | 1.0% | 90.94% | +0.74 pp | $5.56B | 18% |
| Q3 2025 | 398 | +3.1% | 90.20% | +12.27 pp | $6.77B | +48% |
| Q2 2025 | 386 | +4.0% | 77.93% | +2.89 pp | $4.56B | 0.3% |
| Q1 2025 | 371 | 10% | 75.04% | +3.53 pp | $4.57B | 29% |
| Q4 2024 | 413 | +10% | 71.51% | +0.23 pp | $6.47B | +6.6% |
| Q3 2024 | 374 | — | 71.28% | — | $6.07B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AAON stock.
Based on Q2 2026 13F filings, institutional ownership of AAON, Inc. stands at 79.9%, held across 474 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AAON, with approximately 6,686,241 shares worth $0.85B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AAON, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for AAON is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
103 institutions opened new positions in AAON during Q2 2026, while 33 fully exited. 314 added to existing positions and 43 trimmed.
AAON institutional ownership fell by 6.10 percentage points quarter-over-quarter, with a net change of +76 holders.
The top 10 institutions account for 45.7% of all reported 13F value in AAON, and the top 25 account for 67.2%.
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