Institutional Ownership Aaon, Inc. (AAON)
This table provides information about the institutional ownership of Aaon, Inc. (AAON). We have compiled data on the 448 institutions that hold shares in the stock, with a total of 74.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
55
shares
|
$5,172
0.0% of portfolio
|
Q3 2025
Reduced 82.59%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
51
shares
|
$4,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
49
shares
|
$4,607
0.0% of portfolio
|
Q3 2025
Added 345.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
49
shares
|
$4,607
0.0% of portfolio
|
Q3 2025
Added 81.48%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
46
shares
|
$4,325
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
45
shares
|
$4,231
0.0% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
45
shares
|
$4,231
0.0% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
43
shares
|
$4,043
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34
shares
|
$3,197
0.0% of portfolio
|
Q3 2023
Added 47.83%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
30
shares
|
$2,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
30
shares
|
$2,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
30
shares
|
$2,821
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
21
shares
|
$1,974
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
21
shares
|
$1,974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
20
shares
|
$1,880
0.0% of portfolio
|
Q3 2025
Reduced 94.25%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
20
shares
|
$1,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
15
shares
|
$1,410
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
15
shares
|
$1,410
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
14
shares
|
$1,316
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$1,222
0.0% of portfolio
|
Q3 2025
Reduced 31.58%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
12
shares
|
$1,128
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11
shares
|
$1,034
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
10
shares
|
$940
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
10
shares
|
$940
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$940
0.0% of portfolio
|
Q4 2024
New holding
|
|