Institutional Ownership Aaon, Inc. (AAON)
This table provides information about the institutional ownership of Aaon, Inc. (AAON). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $6.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
62
shares
|
$7,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
53
shares
|
$5,997
0.0% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
51
shares
|
$5,771
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
49
shares
|
$5,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
48
shares
|
$5,431
0.0% of portfolio
|
Q2 2024
Added 23.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
48
shares
|
$5,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
47
shares
|
$5,318
0.0% of portfolio
|
Q4 2024
Reduced 33.8%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
45
shares
|
$5,092
0.0% of portfolio
|
Q4 2024
Added 164.71%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
44
shares
|
$4,979
0.0% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
44
shares
|
$4,979
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
36
shares
|
$4,073
0.0% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
34
shares
|
$3,847
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34
shares
|
$3,847
0.0% of portfolio
|
Q3 2023
Added 47.83%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
31
shares
|
$3,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
30
shares
|
$3,394
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
30
shares
|
$3,394
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
28
shares
|
$3,168
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
28
shares
|
$3,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
23
shares
|
$2,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
19
shares
|
$2,150
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
18
shares
|
$2,036
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$1,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
13
shares
|
$1,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11
shares
|
$1,244
0.0% of portfolio
|
Q2 2024
New holding
|