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AAON — AAON INC

Reported value held$3.77B
Funds holding (latest)46
SectorIndustrials
Funds holding (Q2 2026)35
Institutional value$3.21B · 25.71M sh
New / Add / Cut / Exit3 / 12 / 19 / 1
Top-5 / Top-10 concentration63.7% / 78.1%
Institutional holdings change Reducing -3.9% (-1.04M sh)
Institutional value change Up +45.6%

As of Q2 2026, 35 SEC-registered investment managers reported holding AAON (AAON INC) in their latest 13F filings, with a combined reported value of $3.21B across 25.71M shares. That is -3.9% by share count (-1.04M shares) versus the previous quarter, while reported value moved +45.6%. Ownership is concentrated: the five largest holders account for 63.7% of reported value and the top ten for 78.1%.

Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 19 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AAON is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 6.69M $848.22M 0.01% Add
Wellington Management Group history Q2 2026 5.77M $732.30M 0.13% Reduce
Vanguard Group history Q4 2025 6.40M $487.73M 0.01% Reduce
Geode Capital Management history Q2 2026 1.43M $181.82M 0.01% Hold
Morgan Stanley history Q2 2026 1.12M $142.26M 0.01% Reduce
Capital World Investors history Q2 2026 1.10M $139.89M 0.02% Reduce
Franklin Resources history Q2 2026 1.02M $129.90M 0.03% Reduce
Charles Schwab Investment Management history Q2 2026 724.38K $91.89M 0.01% Reduce
Northern Trust Corp history Q2 2026 701.59K $89.00M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 624.17K $79.18M 0.00% Reduce
Baron Funds history Q2 2026 544.40K $69.06M 0.17% Reduce
Norges Bank Investment Management history Q2 2026 522.53K $66.29M 0.01% Reduce
Citigroup Inc history Q2 2026 496.93K $63.04M 0.02% Add
BNY Mellon history Q2 2026 435.79K $55.28M 0.01% Reduce
Bank of America Corp history Q2 2026 422.97K $53.66M 0.00% Add
UBS Group AG history Q2 2026 397.43K $50.42M 0.01% Reduce
JPMorgan Chase & Co history Q2 2026 392.25K $49.71M 0.01% New
Royce & Associates history Q2 2026 385.20K $48.87M 0.39% Reduce
Goldman Sachs Group history Q2 2026 368.61K $46.76M 0.00% Add
Amundi US history Q2 2026 338.39K $42.95M 0.01% Reduce

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 6.20M 7.08M 6.37M 6.39M 6.38M 6.40M 6.56M 6.69M
Wellington Management Group — — — — 6.72K — — — — — — — — 70.61K 66.10K 773.80K 4.74M 6.84M 7.98M 5.77M
Geode Capital Management 717.76K 723.92K 744.54K 758.33K 790.99K 810.62K 845.97K 893.80K 1.42M 1.49M 1.53M 1.23M 1.23M 1.24M 1.32M 1.34M 1.36M 1.38M 1.43M 1.43M
Morgan Stanley 434.24K 605.15K 461.76K 490.74K 432.12K 1.82M 1.48M 1.49M 2.06M 1.90M 1.81M 1.35M 1.28M 1.36M 1.98M 2.19M 2.01M 1.69M 1.25M 1.12M
Capital World Investors — — — — — — — — — — — — — — — — 529.35K 580.77K 1.26M 1.10M
Franklin Resources — — — — — — — 11.72K — — 6.59K 92.09K 330.40K 345.82K 429.19K 477.95K 13.50K 1.22M 1.22M 1.02M
Charles Schwab Investment Management 332.13K 341.14K 355.75K 368.45K 382.17K 389.68K 389.13K 390.46K 820.48K 837.78K 854.65K 708.10K 704.86K 689.24K 677.79K 677.57K 693.56K 697.10K 729.18K 724.38K
Northern Trust Corp 537.40K 530.02K 511.96K 514.49K 514.48K 522.98K 512.43K 530.58K 804.18K 803.79K 787.93K 811.79K 491.44K 625.41K 644.72K 649.46K 762.71K 751.64K 743.49K 701.59K
Fidelity Management & Research (FMR) 740 725 1.75K 2.06K 2.55K 2.98K 2.75K 2.78K 77.16K 78.78K 471.26K 1.58M 1.73M 1.37M 1.27M 1.38M 1.30M 1.27M 735.97K 624.17K
Baron Funds — — — — — — — — — 192.70K 218.89K 218.89K 164.96K 75.86K — — 726.91K 738.02K 844.38K 544.40K
Norges Bank Investment Management — — — — — 188.74K — — — 593.37K — 736.74K — 650.75K — 697.50K — 545.37K — 522.53K
Citigroup Inc 27.78K 37.15K 39.89K 22.75K 24.10K 30.00K 24.54K 55.35K 34.20K 105.48K 52.17K 21.87K 17.29K 65.32K 22.36K 31.20K 17.66K 11.14K 21.78K 496.93K
BNY Mellon 458.51K 445.48K 444.43K 451.70K 460.55K 435.71K 425.51K 418.59K 622.24K 612.40K 800.53K 958.23K 870.42K 788.84K 1.10M 499.06K 470.73K 453.24K 442.47K 435.79K
Bank of America Corp 128.29K 123.84K 169.93K 141.57K 113.69K 136.00K 98.93K 72.06K 125.98K 151.95K 55.02K 142.68K 108.13K 270.33K 344.68K 271.26K 396.44K 429.32K 352.69K 422.97K
UBS Group AG 2.74K 19.22K 4.46K 1.65K 2.53K 13.25K 22.02K 57.00K 19.02K 63.98K 54.17K 18.93K 16.33K 160.11K 286.30K 316.05K 564.06K 461.00K 400.74K 397.43K
JPMorgan Chase & Co 126.19K 136.35K 112.96K 97.26K 83.49K 74.95K 473.87K 887.84K 1.32M 1.51M 1.55M 3.11M 3.26M 2.98M 2.95M 1.44M 1.19M 863.30K — 392.25K
Royce & Associates — — — — 11.03K 26.27K 18.80K 17.80K — — — — — — 179.18K 407.71K 426.60K 467.50K 472.48K 385.20K
Goldman Sachs Group 94.28K 408.81K 597.58K 649.10K 667.01K 557.32K 490.93K 559.79K 747.40K 624.30K 624.37K 770.91K 416.66K 357.29K 430.94K 446.37K 118.36K 165.61K 239.45K 368.61K
Amundi US — — — — 4.03K 8.31K 14.81K 15.20K 23.85K 22.16K 24.68K 9.90K 11.25K 8.51K 8.29K 7.91K 151.30K 439.69K 402.19K 338.39K
D. E. Shaw & Co 71.61K 30.76K 94.00K 28.03K 10.27K 63.09K 94.72K 110.22K 146.57K 23.48K 5.65K 100.54K 23.74K 8.35K 94.95K 45.55K — 117.36K 34.47K 323.63K

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