AAON INC AAON
COM PAR $0.004 · Common Stock · CUSIP 000360206
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($29.0m this quarter). Holder counts are more reliable. Shares outstanding: 82.5m as of 2026-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $126.78. Options: 6 managers hold calls ($47.9m notional), 7 hold puts ($14.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 221 |
| Q4 2022 | 253 |
| Q1 2023 | 278 |
| Q2 2023 | 305 |
| Q3 2023 | 293 |
| Q4 2023 | 303 |
| Q1 2024 | 331 |
| Q2 2024 | 362 |
| Q3 2024 | 383 |
| Q4 2024 | 423 |
| Q1 2025 | 385 |
| Q2 2025 | 394 |
| Q3 2025 | 404 |
| Q4 2025 | 401 |
| Q1 2026 | 402 |
| Q2 2026 | 473 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 188 | 177 |
| Q4 2024 | 202 | 193 |
| Q1 2025 | 200 | 226 |
| Q2 2025 | 210 | 188 |
| Q3 2025 | 213 | 209 |
| Q4 2025 | 186 | 217 |
| Q1 2026 | 205 | 188 |
| Q2 2026 | 235 | 214 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $28.9m | $11.0m | 0.38 |
| Q4 2025 | $19.6m | $4.3m | 0.22 |
| Q1 2026 | $17.2m | $8.3m | 0.48 |
| Q2 2026 | $47.9m | $14.5m | 0.30 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +964.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +917.6k |
| STATE STREET CORP | Added | +562.9k |
| CITIGROUP INC | Added | +475.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +290.9k |
| D. E. Shaw & Co., Inc. | Added | +289.2k |
| PRUDENTIAL FINANCIAL INC | Added | +226.3k |
| Pictet Asset Management Holding SA | Added | +212.5k |
| GOLDMAN SACHS GROUP INC | Added | +129.2k |
| CLOUGH CAPITAL PARTNERS L P | New | +127.6k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.2m |
| Champlain Investment Partners, LLC | Reduced | -1.2m |
| Impax Asset Management Group plc | Reduced | -1.1m |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -520.8k |
| JPMORGAN CHASE & CO | Reduced | -435.2k |
| FIRST TRUST ADVISORS LP | Reduced | -434.0k |
| Senvest Management, LLC | Sold out | -310.7k |
| BAMCO INC /NY/ | Reduced | -300.0k |
| Freestone Grove Partners LP | Sold out | -291.9k |
| Conestoga Capital Advisors, LLC | Reduced | -254.4k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $21.2m167.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.0m102.3k shares |
| CITADEL ADVISORS LLC | Reduced | $7.4m58.1k shares |
| IMC-Chicago, LLC | Added | $5.2m40.6k shares |
| GROUP ONE TRADING LLC | New | $1.2m9.3k shares |
| SIMPLEX TRADING, LLC | Added | $50.7k400 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.6m36.6k shares |
| JANE STREET GROUP, LLC | Added | $4.6m36.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m18.7k shares |
| IMC-Chicago, LLC | Added | $1.5m11.7k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.3m10.4k shares |
| SIMPLEX TRADING, LLC | New | $25.4k200 shares |
| UBS Group AG | New | $25.4k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution +3.4 pts · filed 2026-09-08 | 10.4% |
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2025-04-17 | 7.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 6 | $10.6m | — |
| Q1 2025 | 1 | $80.9k | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $7.2m | — |
| Q3 2025 | 1 | $35.0k | 2 | $1.8m | — |
| Q4 2025 | 1 | $484.4k | 1 | $3.2m | — |
| Q1 2026 | 0 | — | 1 | $470.2k | — |
| Q2 2026 | 0 | — | 5 | $19.5m | $4.5m |
| Q3 2026 | 2 | $109.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Stewart David Raymond Director · IRAs | Bought | $74.7k1.0k shares |
| 2026-08-28 | Shaub Matthew Executive Vice President | Bought | $34.9k457 shares |
| 2026-06-02 | Thompson Rebecca Chief Accounting Officer · 401(k) Plan | Sold | $606.7k4.2k shares |
| 2026-05-29 | Fields Gary D Director | Sold | $2.7m19.0k shares |
| 2026-05-26 | Fields Gary D Director | Sold | $3.0m21.2k shares |
| 2026-05-26 | Wichman Gordon Douglas Executive Vice President | Sold | $421.2k3.0k shares |
| 2026-05-14 | Kidwell Casey Chief Administration Officer | Sold | $436.1k3.2k shares |
| 2026-05-13 | Fields Gary D Director | Sold | $2.6m19.1k shares |
| 2026-05-13 | Tobolski Matthew Joseph Chief Executive Officer, director | Sold | $1.1m8.0k shares |
| 2026-05-12 | Fields Gary D Director | Sold | $4.2m31.3k shares |
| 2026-05-07 | Thompson Rebecca Chief Accounting Officer | Sold plan | $1.3m9.7k shares |
| 2026-04-27 | Thompson Rebecca Chief Accounting Officer | Sold plan | $40.1k400 shares |
| 2026-04-24 | Thompson Rebecca Chief Accounting Officer | Sold plan | $2.2m21.9k shares |
| 2026-04-23 | Thompson Rebecca Chief Accounting Officer | Sold plan | $729.9k7.3k shares |
| 2026-04-21 | Thompson Rebecca Chief Accounting Officer | Sold plan | $229.0k2.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.7m $848.2m | Added +125.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 5.8m $732.3m | Reduced -2.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.1m $396.0m | Added +22.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.9m $372.8m | Added +30.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.6m $333.1m | Added +562.9k |
| WASATCH ADVISORS LP 1.94% of their portfolio | 2.3m $296.7m | Added +70.4k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 1.6m $200.3m | Reduced -434.0k |
| BLAIR WILLIAM & CO/IL 0.51% of their portfolio | 1.5m $194.5m | Reduced -88.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $181.8m | Added +6.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.4m $171.6m | Reduced -31.9k |
| GENEVA CAPITAL MANAGEMENT LLC 3.49% of their portfolio | 1.2m $152.3m | Reduced -520.8k |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $142.3m | Reduced -133.0k |
| Capital World Investors 0.02% of their portfolio | 1.1m $139.9m | Reduced -161.5k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.0m $129.9m | Reduced -195.3k |
| Conestoga Capital Advisors, LLC 2.80% of their portfolio | 1.0m $128.9m | Reduced -254.4k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 973.9k $123.6m | Added +964.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.32% of their portfolio | 917.6k $116.4m | New |
| Pictet Asset Management Holding SA 0.11% of their portfolio | 883.7k $112.1m | Added +212.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.35% of their portfolio | 879.0k $111.5m | Reduced -185.2k |
| Mawer Investment Management Ltd. 0.74% of their portfolio | 855.2k $108.5m | Added +6.6k |
| Spyglass Capital Management LLC 5.33% of their portfolio | 776.6k $98.5m | Reduced -82.2k |
| Copeland Capital Management, LLC 1.96% of their portfolio | 750.2k $95.2m | Reduced -37.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 724.4k $91.9m | Reduced -4.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 701.6k $89.0m | Reduced -41.9k |
| BOKF, NA 1.19% of their portfolio | 681.6k $86.5m | Reduced -80 |
| Stephens Investment Management Group LLC 0.87% of their portfolio | 643.3k $81.6m | Added +9.1k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 639.4k $81.1m | Reduced -147.6k |
| FMR LLC 0.00% of their portfolio | 624.2k $79.2m | Reduced -111.8k |
| BAMCO INC /NY/ 0.10% of their portfolio | 544.4k $69.1m | Reduced -300.0k |
| NORGES BANK 0.01% of their portfolio | 522.5k $66.3m | Not comparable |
| CITIGROUP INC 0.03% of their portfolio | 496.9k $63.0m | Added +475.2k |
| BROWN ADVISORY INC 0.10% of their portfolio | 489.5k $62.1m | Reduced -183.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 440.8k $55.9m | Added +8.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 435.8k $55.3m | Reduced -6.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 430.0k $54.6m | Added +290.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 423.0k $53.7m | Added +70.3k |
| UBS Group AG 0.01% of their portfolio | 397.2k $50.4m | Reduced -3.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 392.2k $49.7m | Reduced -435.2k |
| ROYCE & ASSOCIATES LP 0.39% of their portfolio | 385.2k $48.9m | Reduced -87.3k |
| AMERICAN CAPITAL MANAGEMENT INC 2.13% of their portfolio | 375.2k $47.6m | Added +98.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 368.6k $46.8m | Added +129.2k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 365.7k $46.4m | Reduced -52.4k |
| Champlain Investment Partners, LLC 1.18% of their portfolio | 361.6k $45.9m | Reduced -1.2m |
| Impax Asset Management Group plc 0.28% of their portfolio | 343.2k $43.5m | Reduced -1.1m |
| Amundi 0.01% of their portfolio | 338.4k $43.0m | Reduced -63.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 326.5k $41.4m | Added +121.8k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 313.2k $39.7m | Added +289.2k |
| Pembroke Management, LTD 2.67% of their portfolio | 296.8k $37.7m | Reduced -133.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 293.7k $37.3m | Reduced -30.8k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 283.7k $36.0m | Reduced -193.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 258.3k $32.8m | Reduced -131.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 255.9k $32.2m | Added +102 |
| Rockefeller Capital Management L.P. 0.05% of their portfolio | 245.8k $31.2m | Reduced -3.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 243.8k $30.9m | Reduced -22.9k |
| Ranger Investment Management, L.P. 1.93% of their portfolio | 241.0k $30.6m | Reduced -16.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 240.3k $30.5m | Reduced -12.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 233.4k $29.6m | Reduced -46.6k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 233.4k $29.6m | Added +226.3k |
| RIVERBRIDGE PARTNERS LLC 0.74% of their portfolio | 208.6k $26.5m | Reduced -93.8k |
| EULAV Asset Management 0.84% of their portfolio | 208.5k $26.5m | Unchanged |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 207.6k $26.3m | Reduced -167.7k |
| FIFTH THIRD BANCORP 0.04% of their portfolio | 205.4k $26.1m | Reduced -5.9k |
| Giverny Capital Inc. 0.87% of their portfolio | 204.8k $26.0m | Added +2.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 203.5k $25.8m | Reduced -8.4k |
| Retirement Systems of Alabama 0.08% of their portfolio | 203.4k $25.8m | Reduced -12.6k |
| Aperture Investors, LLC 2.67% of their portfolio | 198.4k $25.2m | Added +15.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 190.1k $24.1m | Reduced -1.3k |
| Nuveen, LLC 0.00% of their portfolio | 163.5k $20.7m | Reduced -29.0k |
| JACOBSON & SCHMITT ADVISORS, LLC 3.22% of their portfolio | 155.3k $19.7m | Reduced -682 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 153.6k $19.5m | Added +1.4k |
| Tidal Investments LLC 0.05% of their portfolio | 153.2k $19.4m | Added +864 |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 150.7k $19.1m | Reduced -7.1k |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.23% of their portfolio | 150.1k $19.0m | Reduced -15.9k |
| Allied Investment Advisors, LLC 2.39% of their portfolio | 149.8k $19.0m | Reduced -10.3k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 148.9k $18.9m | Added +50.9k |
| HRT FINANCIAL LP 0.04% of their portfolio | 148.0k $18.8m | Added +86.5k |
| Swiss National Bank 0.01% of their portfolio | 139.6k $17.7m | Added +2.5k |
| CLOUGH CAPITAL PARTNERS L P 1.32% of their portfolio | 127.6k $16.2m | New |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 127.5k $16.2m | New |
| Swedbank AB 0.01% of their portfolio | 123.0k $15.6m | Reduced -93.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 121.5k $15.4m | Reduced -2.3k |
| Erste Asset Management GmbH 0.12% of their portfolio | 120.5k $15.1m | Added +120.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 119.2k $15.1m | Reduced -117.7k |
| Invesco Ltd. 0.00% of their portfolio | 112.2k $14.2m | Reduced -6.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio | 111.6k $14.2m | Reduced -57.5k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.74% of their portfolio | 110.0k $14.0m | Added +1.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 108.8k $13.8m | Reduced -51.1k |
| Squarepoint Ops LLC 0.03% of their portfolio | 107.0k $13.6m | Added +96.0k |
| Curi Capital, LLC 0.21% of their portfolio | 105.8k $13.4m | Added +5.2k |
| Aberdeen Group plc 0.02% of their portfolio | 103.8k $13.2m | Reduced -10.9k |
| Jump Financial, LLC 0.12% of their portfolio | 101.4k $12.9m | Added +96.2k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.33% of their portfolio | 100.0k $12.7m | Reduced -125.0k |
| BLI - Banque de Luxembourg Investments 0.43% of their portfolio | 97.5k $12.3m | Reduced -49.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 97.2k $12.3m | Reduced -3.6k |
| Legal & General Group Plc 0.00% of their portfolio | 91.4k $11.6m | Reduced -672 |
| Trexquant Investment LP 0.07% of their portfolio | 89.7k $11.4m | Added +20.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 81.1k $6.7m | Reduced -409 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 80.8k $10.2m | Added +317 |
| California Public Employees Retirement System 0.01% of their portfolio | 80.0k $10.2m | Reduced -3.5k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 78.7k $10.0m | Reduced -38.1k |