AAON — AAON INC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 392.25K sh · $49.71M
- Bridgewater Associates 9.09K sh · $1.15M
- Millennium Management 2.55K sh · $323.11K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 31.12K sh · $2.58M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details