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HomeStocksAAONInstitutional Holders

AAON logoAAON, Inc. (AAON) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership decreased this quarter (-6.10 pp), representing a broadly distributed shareholder base.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
79.9%$8.2B total value · ▼ 6.10 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
51 / 100Neutral
Institutions & Flow474 holders+70 net flow (+103 / -33)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+70)
  • Jane Street Group, Llc maintains a significant position
  • Top 10 holders control 45.7% of institutional value
  • No Insider Signal

Top Institutional Holders of AAON

Ranked by reported Q2 2026 13F market value

Top 10 Holders
45.7%
Top 25 Holders
67.2%

Share of total reported institutional value in AAON held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.6.7M$848.2M+1.9%8.163%0.01%
2WELLINGTON MANAGEMENT GROUP LLP5.8M$732.3M-27.6%7.047%0.13%
3VANGUARD CAPITAL MANAGEMENT LLC3.1M$396.0M+0.7%3.811%

Quarterly Institutional Activity

Filings activity in AAON during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers103Added To314Trimmed43Exited33
  • BAMCO INC /NY/$69.1M
  • JPMORGAN CHASE & CO$49.7M
  • Champlain Investment Partners, LLC

AAON Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026474+19%79.90%6.10 pp$8.16B+43%
Q1 2026398+1.0%86.00%4.94 pp$5.71B+2.8%
Q4 20253941.0%90.94%+0.74 pp$5.56B18%
Q3 2025398+3.1%90.20%+12.27 pp$6.77B+48%
Q2 2025386+4.0%77.93%+2.89 pp$4.56B0.3%
Q1 2025371

AAON — Frequently Asked Questions

Quick answers to the most common questions about buying AAON stock.

What percentage of AAON is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of AAON, Inc. stands at 79.9%, held across 474 reporting institutions.

Who is the largest institutional holder of AAON?

BlackRock, Inc. is the largest reported institutional holder of AAON, with approximately 6,686,241 shares worth $0.85B as of Q2 2026.

Is AAON a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AAON, including JANE STREET GROUP, LLC.

What is AAON's Smart Money Score?

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.

How many institutions bought AAON this quarter?

103 institutions opened new positions in AAON during Q2 2026, while 33 fully exited. 314 added to existing positions and 43 trimmed.

0.01%
4VANGUARD PORTFOLIO MANAGEMENT LLC2.9M$372.8M+1.1%3.588%0.02%
5STATE STREET CORP2.6M$333.1M+27.3%3.205%0.00%
6WASATCH ADVISORS LP2.3M$296.7M+3.1%2.855%1.94%
7FIRST TRUST ADVISORS LP1.6M$200.3M-21.6%1.928%0.12%
8BLAIR WILLIAM & CO/IL1.5M$194.5M-5.5%1.872%0.51%
9GEODE CAPITAL MANAGEMENT, LLC1.4M$181.8M+0.4%1.749%0.01%
10DIMENSIONAL FUND ADVISORS LP1.4M$171.6M-2.3%1.652%0.03%
11GENEVA CAPITAL MANAGEMENT LLC1.2M$152.3M-30.3%1.466%3.49%
12JANE STREET GROUP, LLC1.2M$149.3M+2119.6%1.437%0.01%
13MORGAN STANLEY1.1M$142.3M-10.6%1.369%0.01%
14Capital World Investors1.1M$139.9M-12.8%1.346%0.02%
15FRANKLIN RESOURCES INC1.0M$129.9M-16.0%1.250%0.03%
16Conestoga Capital Advisors, LLC1.0M$128.9M-20.0%1.240%2.80%
17FULLER & THALER ASSET MANAGEMENT, INC.918K$116.4M—1.120%0.32%
18Pictet Asset Management Holding SA884K$112.1M+31.7%1.079%0.11%
19KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC879K$111.5M-17.4%1.073%0.35%
20Mawer Investment Management Ltd.855K$108.5M+0.8%1.044%0.74%
21Spyglass Capital Management LLC777K$98.5M-9.6%0.948%5.33%
22Copeland Capital Management, LLC750K$95.2M-4.8%0.916%1.96%
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC724K$91.9M-0.7%0.884%0.01%
24NORTHERN TRUST CORP702K$89.0M-5.6%0.856%0.01%
25BOKF, NA682K$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.

$45.9M
  • Impax Asset Management Group plc$43.5M
  • FEDERATED HERMES, INC.$36.0M
  • Swedbank AB$15.6M
  • VOYA INVESTMENT MANAGEMENT LLC$15.1M
  • SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$12.7M
  • KING LUTHER CAPITAL MANAGEMENT CORP$9.3M
  • ArrowMark Colorado Holdings LLC$9.2M
  • Granite Investment Partners, LLC$5.5M
  • BNP Paribas Asset Management Holding S.A.$5.1M
  • 10%
    75.04%
    +3.53 pp
    $4.57B
    29%
    Q4 2024413+10%71.51%+0.23 pp$6.47B+6.6%
    Q3 2024374—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.

    How is institutional ownership of AAON changing?

    AAON institutional ownership fell by 6.10 percentage points quarter-over-quarter, with a net change of +76 holders.

    How concentrated is AAON ownership among the top holders?

    The top 10 institutions account for 45.7% of all reported 13F value in AAON, and the top 25 account for 67.2%.

    Where does this AAON institutional ownership data come from?

    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.

    AAONAAON, Inc.
    $57.19$4.7B
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