| 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.
| 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.
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