AAON, INC. (AAON) — Institutional Holders, Q2 2026

474 institutional investment managers reported a AAON position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AAON stock profile

AAON in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

112

Added to

127

Trimmed

175

Sold out

Biggest buyers

JANE STREET GROUPNew · +973,933 sh+$123.6M
FULLER & THALER ASSET MANAGEMENTNew · +917,551 sh+$116.4M
STATE STREETAdded · +562,926 sh+$71.4M
CITIGROUPAdded · +475,153 sh+$60.3M
PRICE T ROWE ASSOCIATESAdded · +290,924 sh+$36.9M

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLPTrimmed · -2,204,688 sh-$279.7M
Champlain Investment PartnersTrimmed · -1,240,365 sh-$157.4M
Impax Asset Management Group plcTrimmed · -1,093,123 sh-$138.7M
GENEVA CAPITAL MANAGEMENTTrimmed · -520,789 sh-$66.1M
JPMORGAN CHASETrimmed · -435,230 sh-$55.2M

AAON 13F holders ranked 1–100 of 474

Institutional investors reporting a position in AAON, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 6,686,241 sh	6,686,241	$848.2M	0.01%	+1.9%
2	WELLINGTON MANAGEMENT GROUP LLP#2 · 5,772,476 sh	5,772,476	$732.3M	0.13%	-27.6%
3	VANGUARD CAPITAL MANAGEMENT#3 · 3,121,771 sh	3,121,771	$396.0M	<0.01%	+0.7%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 2,938,836 sh	2,938,836	$372.8M	0.02%	+1.1%
5	STATE STREET#5 · 2,625,540 sh	2,625,540	$333.1M	<0.01%	+27.3%
6	WASATCH ADVISORS#6 · 2,338,517 sh	2,338,517	$296.7M	—	+3.1%
7	FIRST ADVISORS#7 · 1,579,172 sh	1,579,172	$200.3M	0.12%	-21.6%
8	BLAIR WILLIAM#8 · 1,533,434 sh	1,533,434	$194.5M	0.51%	-5.5%
9	GEODE CAPITAL MANAGEMENT#9 · 1,432,938 sh	1,432,938	$181.8M	<0.01%	+0.4%
10	DIMENSIONAL FUND ADVISORS#10 · 1,352,956 sh	1,352,956	$171.6M	0.03%	-2.3%
11	GENEVA CAPITAL MANAGEMENT#11 · 1,200,842 sh	1,200,842	$152.3M	3.49%	-30.2%
12	MORGAN STANLEY#12 · 1,121,413 sh	1,121,413	$142.3M	<0.01%	-10.6%
13	Capital World Investors#13 · 1,102,743 sh	1,102,743	$139.9M	0.02%	-12.8%
14	FRANKLIN RESOURCES#14 · 1,023,955 sh	1,023,955	$129.9M	0.03%	-16.0%
15	Conestoga Capital Advisors#15 · 1,015,825 sh	1,015,825	$128.9M	2.80%	-20.0%
16	JANE STREET GROUP#16 · 973,933 sh	973,933	$123.6M	0.01%	New
17	FULLER & THALER ASSET MANAGEMENT#17 · 917,551 sh	917,551	$116.4M	0.32%	New
18	Pictet Asset Management Holding SA#18 · 883,740 sh	883,740	$112.1M	0.11%	+31.7%
19	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#19 · 878,950 sh	878,950	$111.5M	0.35%	-17.4%
20	Mawer Investment Management Ltd.#20 · 855,173 sh	855,173	$108.5M	0.74%	+0.8%
21	Spyglass Capital Management#21 · 776,629 sh	776,629	$98.5M	5.33%	-9.6%
22	Copeland Capital Management#22 · 750,196 sh	750,196	$95.2M	—	-4.8%
23	CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 724,376 sh	724,376	$91.9M	0.01%	-0.7%
24	NORTHERN#24 · 701,585 sh	701,585	$89.0M	0.01%	-5.6%
25	BOKF, NA#25 · 681,598 sh	681,598	$86.5M	1.19%	0.0%
26	Stephens Investment Management Group#26 · 643,256 sh	643,256	$81.6M	0.87%	+1.4%
27	AMERIPRISE FINANCIAL#27 · 639,442 sh	639,442	$81.1M	0.02%	-18.8%
28	FMR#28 · 624,170 sh	624,170	$79.2M	<0.01%	-15.2%
29	BAMCO#29 · 544,402 sh	544,402	$69.1M	0.10%	-35.5%
30	NORGES BANK#30 · 522,529 sh	522,529	$66.3M	<0.01%	—
31	CITIGROUP#31 · 496,931 sh	496,931	$63.0M	0.02%	+2181.8%
32	BROWN ADVISORY#32 · 489,527 sh	489,527	$62.1M	0.10%	-27.2%
33	VANGUARD FIDUCIARY#33 · 440,816 sh	440,816	$55.9M	0.01%	+2.1%
34	Bank of New York Mellon#34 · 435,788 sh	435,788	$55.3M	<0.01%	-1.5%
35	PRICE T ROWE ASSOCIATES#35 · 430,042 sh	430,042	$54.6M	<0.01%	+209.1%
36	BANK OF AMERICA#36 · 422,966 sh	422,966	$53.7M	<0.01%	+19.9%
37	UBS Group AG#37 · 397,228 sh	397,228	$50.4M	<0.01%	-0.9%
38	JPMORGAN CHASE#38 · 392,250 sh	392,250	$49.7M	<0.01%	-52.6%
39	ROYCE & ASSOCIATES#39 · 385,198 sh	385,198	$48.9M	0.39%	-18.5%
40	AMERICAN CAPITAL MANAGEMENT#40 · 375,178 sh	375,178	$47.6M	2.13%	+35.5%
41	GOLDMAN SACHS GROUP#41 · 368,608 sh	368,608	$46.8M	<0.01%	+53.9%
42	SEI INVESTMENTS#42 · 365,700 sh	365,700	$46.4M	0.04%	-12.5%
43	Champlain Investment Partners#43 · 361,641 sh	361,641	$45.9M	1.18%	-77.4%
44	Impax Asset Management Group plc#44 · 343,165 sh	343,165	$43.5M	0.28%	-76.1%
45	Amundi#45 · 338,393 sh	338,393	$43.0M	0.01%	-15.9%
46	NOMURA ASSET MANAGEMENT INTERNATIONAL#46 · 326,523 sh	326,523	$41.4M	0.06%	+59.5%
47	D. E. Shaw#47 · 313,228 sh	313,228	$39.7M	0.02%	+1201.5%
48	ENVESTNET ASSET MANAGEMENT#48 · 293,694 sh	293,694	$37.3M	<0.01%	-9.5%
49	FEDERATED HERMES#49 · 283,669 sh	283,669	$36.0M	0.05%	-40.5%
50	Grantham, Mayo, Van Otterloo#50 · 258,348 sh	258,348	$32.8M	0.07%	-33.8%
51	WCM INVESTMENT MANAGEMENT#51 · 255,888 sh	255,888	$32.2M	0.06%	0.0%
52	Rockefeller Capital Management L.P.#52 · 245,753 sh	245,753	$31.2M	0.05%	-1.6%
53	RAYMOND JAMES FINANCIAL#53 · 243,826 sh	243,826	$30.9M	<0.01%	-8.6%
54	Ranger Investment Management, L.P.#54 · 241,003 sh	241,003	$30.6M	1.93%	-6.4%
55	WELLS FARGO & COMPANY#55 · 240,261 sh	240,261	$30.5M	<0.01%	-5.0%
56	TWO SIGMA INVESTMENTS#56 · 233,374 sh	233,374	$29.6M	0.02%	-16.7%
57	PRUDENTIAL FINANCIAL#57 · 233,373 sh	233,373	$29.6M	0.03%	+3194.8%
58	RIVERBRIDGE PARTNERS#58 · 208,611 sh	208,611	$26.5M	0.74%	-31.0%
59	EULAV Asset Management#59 · 208,500 sh	208,500	$26.5M	—	0.0%
60	CITADEL ADVISORS#60 · 207,646 sh	207,646	$26.3M	<0.01%	-44.7%
61	FIFTH THIRD BANCORP#61 · 205,388 sh	205,388	$26.1M	0.04%	-2.8%
62	Giverny Capital#62 · 204,779 sh	204,779	$26.0M	0.87%	+1.5%
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#63 · 203,503 sh	203,503	$25.8M	<0.01%	-4.0%
64	Retirement Systems of Alabama#64 · 203,381 sh	203,381	$25.8M	0.08%	-5.9%
65	Aperture Investors#65 · 198,361 sh	198,361	$25.2M	2.28%	+8.7%
66	RHUMBLINE ADVISERS#66 · 190,060 sh	190,060	$24.1M	0.02%	-0.7%
67	Nuveen#67 · 163,545 sh	163,545	$20.7M	<0.01%	-15.0%
68	JACOBSON & SCHMITT ADVISORS#68 · 155,304 sh	155,304	$19.7M	3.22%	-0.4%
69	PRINCIPAL FINANCIAL GROUP#69 · 153,625 sh	153,625	$19.5M	<0.01%	+0.9%
70	Toroso Investments#70 · 153,244 sh	153,244	$19.4M	0.03%	+0.6%
71	Ensign Peak Advisors#71 · 150,716 sh	150,716	$19.1M	0.03%	-4.5%
72	FERGUSON WELLMAN CAPITAL MANAGEMENT#72 · 150,136 sh	150,136	$19.0M	—	-9.6%
73	Allied Investment Advisors#73 · 149,761 sh	149,761	$19.0M	—	-6.4%
74	Russell Investments Group, Ltd.#74 · 148,887 sh	148,887	$18.9M	0.02%	+52.0%
75	HRT FINANCIAL#75 · 147,970 sh	147,970	$18.8M	0.05%	+140.9%
76	Swiss National Bank#76 · 139,625 sh	139,625	$17.7M	<0.01%	+1.8%
77	CLOUGH CAPITAL PARTNERS L P#77 · 127,644 sh	127,644	$16.2M	1.32%	New
78	TUDOR INVESTMENT ET AL#78 · 127,466 sh	127,466	$16.2M	0.02%	New
79	Swedbank AB#79 · 123,000 sh	123,000	$15.6M	0.01%	-43.1%
80	PEREGRINE CAPITAL MANAGEMENT#80 · 121,484 sh	121,484	$15.4M	0.50%	-1.9%
81	Erste Asset Management GmbH#81 · 120,500 sh	120,500	$15.1M	0.12%	New
82	VOYA INVESTMENT MANAGEMENT#82 · 119,168 sh	119,168	$15.1M	0.01%	-49.7%
83	Invesco Ltd.#83 · 112,183 sh	112,183	$14.2M	<0.01%	-5.2%
84	SILVERCREST ASSET MANAGEMENT GROUP#84 · 111,559 sh	111,559	$14.2M	0.09%	-34.0%
85	NEXT CENTURY GROWTH INVESTORS#85 · 110,031 sh	110,031	$14.0M	0.74%	+1.4%
86	KENNEDY CAPITAL MANAGEMENT#86 · 108,820 sh	108,820	$13.8M	0.24%	-32.0%
87	Squarepoint Ops#87 · 107,045 sh	107,045	$13.6M	0.01%	+868.6%
88	RMB Capital Management#88 · 105,828 sh	105,828	$13.4M	0.21%	+5.1%
89	abrdn plc#89 · 103,762 sh	103,762	$13.2M	0.02%	-9.5%
90	Jump Financial#90 · 101,370 sh	101,370	$12.9M	0.10%	+1874.5%
91	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT#91 · 100,000 sh	100,000	$12.7M	0.22%	-55.6%
92	ROYAL BANK OF CANADA#92 · 97,186 sh	97,186	$12.3M	<0.01%	-3.6%
93	BLI - Banque de Luxembourg Investments#93 · 97,500 sh	97,500	$12.3M	0.43%	-33.8%
94	Legal & General Group Plc#94 · 91,372 sh	91,372	$11.6M	<0.01%	-0.7%
95	Trexquant Investment#95 · 89,740 sh	89,740	$11.4M	0.07%	+29.5%
96	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#96 · 80,016 sh	80,016	$10.2M	<0.01%	-4.2%
97	THRIVENT FINANCIAL FOR LUTHERANS#97 · 78,656 sh	78,656	$10.0M	0.02%	-32.6%
98	Pathstone#98 · 76,309 sh	76,309	$9.7M	0.03%	+394.9%
99	KING LUTHER CAPITAL MANAGEMENT#99 · 73,606 sh	73,606	$9.3M	0.04%	-36.7%
100	ArrowMark Colorado#100 · 72,369 sh	72,369	$9.2M	0.38%	-74.2%

Funds that sold out of AAON in Q2 2026 (38)

Held AAON at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AAON in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Pembroke Management, LTD430,089 sh	430,089	$35.6M
Senvest Management310,740 sh	310,740	$25.7M
Freestone Grove Partners291,896 sh	291,896	$24.2M
Northwest & Ethical Investments L.P.113,416 sh	113,416	$9.4M
Cinctive Capital Management47,277 sh	47,277	$3.9M
Zimmer Partners45,000 sh	45,000	$3.7M
SG Capital Management27,641 sh	27,641	$2.3M
WESBANCO BANK27,500 sh	27,500	$2.3M
CANTOR FITZGERALD, L. P.21,942 sh	21,942	$1.8M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.21,255 sh	21,255	$1.8M
Handelsbanken Fonder AB19,524 sh	19,524	$1.6M
Empowered Funds15,855 sh	15,855	$1.3M
Formuepleje A/S14,597 sh	14,597	$1.2M
Holocene Advisors12,998 sh	12,998	$1.1M
Man Group plc8,727 sh	8,727	$722.2K
COMMERZBANK AKTIENGESELLSCHAFT2,009 sh	2,009	$648.0K
Neo Ivy Capital Management6,698 sh	6,698	$554.3K
Point6,144 sh	6,144	$508.4K
SummitTX Capital, L.P.4,622 sh	4,622	$382.5K
TRUIST FINANCIAL4,328 sh	4,328	$358.1K
Farringdon Capital, Ltd.3,478 sh	3,478	$287.8K
Dynamic Technology Lab Private Ltd3,096 sh	3,096	$256.2K
DRW Securities2,830 sh	2,830	$234.2K
CULLEN/FROST BANKERS2,100 sh	2,100	$173.8K
State of Wyoming1,422 sh	1,422	$117.7K
Root Financial Partners279 sh	279	$23.1K
Advisors Asset Management276 sh	276	$22.8K
Annis Gardner Whiting Capital Advisors158 sh	158	$13.1K
NATIXIS143 sh	143	$11.8K
MAI Capital Management107 sh	107	$8.9K
Meramec Financial Planners58 sh	58	$5.7K
Steward Partners Investment Advisory49 sh	49	$4.1K
JNBA Financial Advisors42 sh	42	$3.5K
Richardson Capital Management41 sh	41	$3.4K
TWIN PEAKS WEALTH ADVISORS24 sh	24	$2.0K
Golden State Equity Partners7 sh	7	$579.00
Vermillion Wealth Management3 sh	3	$248.00
CURIO WEALTH2 sh	2	$166.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.