Aaon, Inc. (AAON) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

83,194,595Shares Outstanding

386,418Shares held by institutions

$39,716,042Value of institutional holdings

87.17%Institutional ownership %

3.78%Shares Changed QoQ

373No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Aaon, Inc. (NASDAQ:AAON) is held by 373 institutional firms.

Institutional ownership in Aaon edged down to 87.2% in December 2025, compared to 87.5% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 3.78%, with a year-over-year a decrease of 10.12% in the count of filers.
Among the 373 institutional holders of Aaon, 186 added to their stakes while 139 trimmed their positions and 48 held steady.
This class of investors increased its holdings in Aaon to 72.52Mn shares for the 13F-cycle ending December 2025, up by 2.64Mn shares quarter on quarter, and up 14.36Mn shares year over year.
As of December 31, 2025, WELLINGTON MANAGEMENT GROUP LLP held Aaon's largest shareholding position with over 6.84Mn shares, representing 8.22% of total outstanding shares.
Among the most significant buyers of Aaon during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (2.10Mn), FRANKLIN RESOURCES INC (1.21Mn), NORGES BANK (545.37K), Impax Asset Management Group plc (487.60K), CITADEL ADVISORS LLC (372.84K).
Leading sellers of Aaon stock in December 2025 included Champlain Investment Partners, LLC (655.62K), Value Aligned Research Advisors, LLC (485.92K), Clean Energy Transition LLP (469.31K), ROYAL BANK OF CANADA (444.72K), JPMORGAN CHASE & CO (323.29K).
The top 10 institutional holders of Aaon for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (6.84Mn), BlackRock, Inc. (6.40Mn), VANGUARD GROUP INC (6.40Mn), STATE STREET CORP (2.04Mn), GENEVA CAPITAL MANAGEMENT LLC (1.85Mn), WASATCH ADVISORS LP (1.83Mn), Conestoga Capital Advisors, LLC (1.78Mn), MORGAN STANLEY (1.69Mn), BLAIR WILLIAM & CO/IL (1.68Mn), Champlain Investment Partners, LLC (1.66Mn).

373 Institutional Holders

386,418 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	6,839,277	2,099,385	44.29%	$521,494,872.00
BlackRock, Inc.	31 Dec, 2025	6,396,750	15,385	0.24%	$487,752,162.00
VANGUARD GROUP INC	31 Dec, 2025	6,396,501	-77,588	-1.20%	$487,733,201.00
STATE STREET CORP	31 Dec, 2025	2,043,741	-3,112	-0.15%	$155,835,251.00
GENEVA CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,849,643	-173,503	-8.58%	$141,035,315.00
WASATCH ADVISORS LP	31 Dec, 2025	1,831,414	-307,545	-14.38%	$139,645,318.00
Conestoga Capital Advisors, LLC	31 Dec, 2025	1,776,013	84,693	5.01%	$135,420,967.00
MORGAN STANLEY	31 Dec, 2025	1,687,671	-321,778	-16.01%	$128,685,187.00
BLAIR WILLIAM & CO/IL	31 Dec, 2025	1,679,025	-140,267	-7.71%	$128,025,664.00
Champlain Investment Partners, LLC	31 Dec, 2025	1,664,703	-655,616	-28.26%	$126,933,604.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	1,649,114	-284,481	-14.71%	$125,744,950.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,408,432	-3,006	-0.21%	$107,402,514.00
Impax Asset Management Group plc	31 Dec, 2025	1,403,648	487,601	53.23%	$107,028,204.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,381,303	20,588	1.51%	$105,343,362.00
Capital International Investors	31 Dec, 2025	1,328,881	-142,911	-9.71%	$101,327,176.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	1,299,259	160,653	14.11%	$99,070,756.00
FMR LLC	31 Dec, 2025	1,270,816	-25,825	-1.99%	$96,899,713.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	1,232,149	-214,827	-14.85%	$93,951,396.00
FRANKLIN RESOURCES INC	31 Dec, 2025	1,222,706	1,209,205	8,956.41%	$93,231,369.00
Spyglass Capital Management LLC	31 Dec, 2025	1,198,921	130,062	12.17%	$91,417,726.00

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