AAON Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 7.98 M | $660.11 M | 16.64% | 9.78% |
| BLACKROCK, INC. | 05/13/2026 | 6.56 M | $542.87 M | 2.56% | 8.05% |
| 05/15/2026 | 3.10 M | $256.45 M | 100.00% | 3.80% | |
| 05/08/2026 | 2.91 M | $240.64 M | 100.00% | 3.57% | |
| WASATCH ADVISORS LP | 04/21/2026 | 2.27 M | $187.69 M | 23.85% | 2.78% |
| STATE STREET CORP | 05/15/2026 | 2.06 M | $170.68 M | 0.92% | 2.53% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 2.01 M | $166.59 M | 22.08% | 2.47% |
| GENEVA CAPITAL MANAGEMENT LLC | 05/06/2026 | 1.72 M | $142.46 M | -6.92% | 2.11% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 1.62 M | $134.24 M | -3.38% | 1.99% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 1.60 M | $132.57 M | -3.77% | 1.96% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 05/12/2026 | 1.44 M | $118.85 M | 2.33% | 1.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.43 M | $118.09 M | 3.29% | 1.75% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.38 M | $114.58 M | -1.68% | 1.70% |
| CONESTOGA CAPITAL ADVISORS, LLC | 04/24/2026 | 1.27 M | $105.11 M | -28.48% | 1.56% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 1.26 M | $104.62 M | 117.69% | 1.55% |
| MORGAN STANLEY | 05/15/2026 | 1.25 M | $103.80 M | -25.67% | 1.54% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 1.22 M | $100.89 M | -0.28% | 1.50% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 1.06 M | $88.06 M | -13.64% | 1.31% |
| SPYGLASS CAPITAL MANAGEMENT LLC | 05/18/2026 | 858.84 K | $71.07 M | -28.37% | 1.05% |
| MAWER INVESTMENT MANAGEMENT LTD. | 05/06/2026 | 848.58 K | $70.22 M | 10.75% | 1.04% |
| BAMCO INC /NY/ | 05/15/2026 | 844.38 K | $69.87 M | 14.41% | 1.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 827.48 K | $64.73 M | -4.15% | 1.01% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 787.62 K | $65.18 M | -1.55% | 0.97% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 787.01 K | $65.13 M | -39.43% | 0.97% |
| NORTHERN TRUST CORP | 05/14/2026 | 743.49 K | $61.52 M | -1.09% | 0.91% |
| FMR LLC | 05/15/2026 | 735.97 K | $60.90 M | -42.09% | 0.90% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 729.18 K | $60.34 M | 4.60% | 0.89% |
| BOKF, NA | 05/08/2026 | 681.68 K | $56.41 M | -0.01% | 0.84% |
| BROWN ADVISORY INC | 05/15/2026 | 672.85 K | $55.68 M | -14.30% | 0.83% |
| PICTET ASSET MANAGEMENT HOLDING SA | 04/22/2026 | 671.21 K | $55.54 M | -23.68% | 0.82% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 04/28/2026 | 634.11 K | $52.47 M | -0.34% | 0.78% |
| FEDERATED HERMES, INC. | 05/11/2026 | 476.97 K | $39.47 M | -12.94% | 0.59% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 472.48 K | $39.10 M | 1.07% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 442.47 K | $36.61 M | -2.37% | 0.54% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 431.87 K | $35.74 M | 100.00% | 0.53% |
| PEMBROKE MANAGEMENT, LTD | 05/14/2026 | 430.09 K | $35.59 M | -21.40% | 0.53% |
| SEI INVESTMENTS CO | 05/13/2026 | 418.10 K | $34.60 M | -8.44% | 0.51% |
| AMUNDI | 05/18/2026 | 402.19 K | $33.28 M | -8.53% | 0.49% |
| UBS GROUP AG | 05/05/2026 | 400.74 K | $33.16 M | -13.07% | 0.49% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 05/14/2026 | 390.25 K | $32.29 M | 15.60% | 0.48% |
| CITADEL ADVISORS LLC | 05/15/2026 | 375.37 K | $31.06 M | -4.22% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 352.69 K | $29.19 M | -17.85% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 324.47 K | $26.85 M | 20.35% | 0.40% |
| SENVEST MANAGEMENT, LLC | 05/14/2026 | 310.74 K | $25.71 M | 63.94% | 0.38% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 302.37 K | $25.02 M | -14.67% | 0.37% |
| FREESTONE GROVE PARTNERS LP | 05/15/2026 | 291.90 K | $24.15 M | 8,008.22% | 0.36% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 280.20 K | $23.19 M | 35.64% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 280.01 K | $23.17 M | 1,141.36% | 0.34% |
| AMERICAN CAPITAL MANAGEMENT INC | 05/15/2026 | 276.88 K | $22.91 M | 1.89% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 266.76 K | $21.75 M | -4.11% | 0.33% |
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AAON Inc. institutional Ownership - FAQ's
During the previous two years, 544 institutional investors and hedge funds held shares of AAON Inc.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 7.98 M
BlackRock, Inc.: 6.56 M
WASATCH ADVISORS LP: 2.27 M
STATE STREET CORP: 2.06 M
FIRST TRUST ADVISORS LP: 2.01 M
GENEVA CAPITAL MANAGEMENT LLC: 1.72 M
85.61% of AAON Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 86.06 M shares in the last 24 months. This purchase volume represents approximately $7.77 B in transactions.