AAON, INC. - Common Stock (AAON) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
AAON on Nasdaq
Shares outstanding
81,419,964
Price per share
$84.50
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
53,937,575
Total reported value
$4,116,051,659
% of total 13F portfolios
0%
Share change
-1,241,464
Value change
-$112,601,273
Number of holders
299
Price from insider filings
$84.50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of AAON, INC. - Common Stock (AAON) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 8.4% +43% $577,918,906 +$177,398,032 6,839,277 +44% Wellington Management Group LLP 31 Dec 2025
BlackRock, Inc. 7.7% -11% $551,489,064 -$71,002,756 6,271,197 -11% BlackRock, Inc. 31 Mar 2025

As of 31 Dec 2025, 299 institutional investors reported holding 53,937,575 shares of AAON, INC. - Common Stock (AAON). This represents 66% of the company’s total 81,419,964 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of AAON, INC. - Common Stock (AAON) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.9% 6,396,750 +0.24% 0.01% $487,752,162
VANGUARD GROUP INC 7.9% 6,396,501 -1.2% 0.01% $487,733,201
STATE STREET CORP 2.5% 2,043,741 -0.15% 0.01% $155,835,251
GENEVA CAPITAL MANAGEMENT LLC 2.3% 1,849,643 -8.6% 2.6% $141,035,315
WASATCH ADVISORS LP 2.2% 1,831,414 -14% 0.83% $139,645,318
Conestoga Capital Advisors, LLC 2.2% 1,776,013 +5% 2.3% $135,420,967
MORGAN STANLEY 2.1% 1,687,670 -16% 0.01% $128,685,056
Champlain Investment Partners, LLC 2% 1,664,703 -28% 1.3% $126,933,604
FIRST TRUST ADVISORS LP 2% 1,649,114 -15% 0.09% $125,744,950
DIMENSIONAL FUND ADVISORS LP 1.7% 1,408,432 -0.21% 0.02% $107,402,514
Impax Asset Management Group plc 1.7% 1,403,648 +53% 0.67% $107,028,204
GEODE CAPITAL MANAGEMENT, LLC 1.7% 1,381,303 +1.5% 0.01% $105,343,362
Capital International Investors 1.6% 1,328,881 -9.7% 0.02% $101,327,176
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.5% 1,232,149 -15% 0.25% $93,951,396
FRANKLIN RESOURCES INC 1.5% 1,222,706 +8956% 0.02% $93,231,369
Pictet Asset Management Holding SA 1.1% 879,467 -27% 0.07% $67,059,359
JPMORGAN CHASE & CO 1.1% 863,299 -27% 0% $65,826,584
Copeland Capital Management, LLC 0.98% 799,977 +9.9% 1.4% $60,998,307
BROWN ADVISORY INC 0.96% 785,141 -5.2% 0.08% $59,867,003
Mawer Investment Management Ltd. 0.94% 766,207 -2.9% 0.33% $58,423,284
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.86% 697,097 +0.51% 0.01% $53,153,649
BOKF, NA 0.84% 681,758 +0.02% 0.8% $51,984,048
Stephens Investment Management Group LLC 0.78% 636,296 +9.9% 0.63% $48,517,570
Capital World Investors 0.71% 580,774 +9.7% 0.01% $44,284,018
FEDERATED HERMES, INC. 0.67% 547,894 +11% 0.07% $41,776,919

Institutional Holders of AAON, INC. - Common Stock (AAON) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 53,937,575 $4,116,051,659 -$112,601,273 $76.25 299
2025 Q3 72,727,160 $6,795,085,130 +$934,616,159 $93.44 398
2025 Q2 63,276,454 $4,666,654,934 +$168,568,356 $73.75 391
2025 Q1 60,810,666 $4,751,699,616 +$88,695,182 $78.13 378
2024 Q4 57,935,404 $6,821,241,880 -$58,813,315 $117.68 417
2024 Q3 58,380,398 $6,308,305,313 -$39,849,121 $107.84 379
2024 Q2 58,883,479 $5,135,010,272 +$86,420,168 $87.24 359
2024 Q1 57,975,612 $5,107,475,592 +$6,735,835 $88.10 328
2023 Q4 57,941,751 $4,280,076,819 +$30,912,089 $73.87 300
2023 Q3 57,711,195 $3,280,567,447 +$1,027,115,853 $56.87 290
2023 Q2 39,046,246 $3,702,102,367 +$58,186,631 $94.81 301
2023 Q1 38,386,301 $3,711,483,128 +$158,478,618 $96.69 275
2022 Q4 37,149,008 $2,798,384,860 +$48,866,217 $75.32 250
2022 Q3 37,921,942 $2,044,874,427 -$1,670,292 $53.88 213
2022 Q2 37,887,483 $2,074,738,272 +$15,184,287 $54.76 195
2022 Q1 37,778,057 $2,105,017,863 +$4,738,927 $55.73 196
2021 Q4 37,530,555 $2,975,766,775 +$62,764,131 $79.43 209
2021 Q3 36,780,935 $2,402,798,182 -$19,503,752 $65.34 201
2021 Q2 36,641,668 $2,293,776,994 -$21,342,495 $62.59 203
2021 Q1 37,355,324 $2,614,072,781 -$31,535,686 $70.01 205
2020 Q4 37,788,962 $2,518,272,047 -$9,936,816 $66.63 198
2020 Q3 38,008,910 $2,289,864,541 +$24,151,958 $60.25 188
2020 Q2 37,600,498 $2,043,983,153 +$42,227,541 $54.29 189
2020 Q1 36,854,702 $1,780,652,247 -$65,472,965 $48.32 167
2019 Q4 37,238,197 $1,840,593,956 -$62,926,165 $49.41 162
2019 Q3 39,553,881 $1,831,591,437 +$54,626,253 $45.94 163
2019 Q2 38,350,935 $1,924,413,465 -$978,654 $50.18 164
2019 Q1 38,554,520 $1,780,367,157 +$16,148,266 $46.18 161
2018 Q4 38,240,542 $1,340,612,288 -$28,450,878 $35.06 151
2018 Q3 38,899,731 $1,469,978,292 +$43,401,565 $37.80 153
2018 Q2 37,838,433 $1,258,336,398 +$34,785,223 $33.25 151
2018 Q1 36,482,104 $1,422,510,723 -$232,455 $39.00 153
2017 Q4 36,503,160 $1,339,618,340 +$17,864,376 $36.70 152
2017 Q3 36,002,596 $1,241,281,519 +$48,579,907 $34.47 142
2017 Q2 34,594,211 $1,274,710,970 -$11,622,805 $36.85 142
2017 Q1 35,003,263 $1,237,178,663 +$205,887,124 $35.35 144
2016 Q4 33,599,112 $1,110,538,122 +$61,646,309 $33.05 154
2016 Q3 31,631,676 $911,024,688 +$9,838,633 $28.82 144
2016 Q2 31,284,601 $860,605,410 -$4,727,142 $27.51 143
2016 Q1 31,682,337 $886,945,290 +$5,074,597 $28.00 139
2015 Q4 31,499,642 $731,318,371 -$74,049,486 $23.22 126
2015 Q3 34,677,058 $672,038,442 +$12,821,003 $19.38 120
2015 Q2 34,082,126 $767,582,412 -$2,979,904 $22.52 129
2015 Q1 34,194,719 $838,436,817 +$49,846,264 $24.53 129
2014 Q4 32,221,161 $721,508,695 -$20,477,078 $22.39 125
2014 Q3 33,241,948 $565,434,752 +$187,002,696 $17.01 118
2014 Q2 19,908,116 $667,293,574 +$50,264 $33.52 119
2014 Q1 21,397,388 $596,120,990 -$10,495,797 $27.87 117