AAON Ownership | Who Owns AAON?
AAON Ownership Summary
AAON is owned by 77.61% institutional investors, 17.42% insiders, and 4.97% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.85% of AAON shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.70% of its assets in AAON shares.
AAON Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AAON | 77.61% | 17.42% | 4.97% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.39M | 7.85% | $471.31M |
| Vanguard group | 6.24M | 7.69% | $734.26M |
| Blackrock | 6.28M | 7.69% | $547.72M |
| Jpmorgan chase | 2.98M | 3.68% | $351.18M |
| State street | 2.05M | 2.53% | $241.48M |
| Invesco | 2.03M | 2.51% | $239.18M |
| Geneva capital management | 2.04M | 2.50% | $150.21M |
| Conestoga capital advisors | 1.86M | 2.28% | $137.11M |
| Wasatch advisors lp | 1.68M | 2.07% | $124.08M |
| Kayne anderson rudnick investment management | 1.62M | 1.99% | $119.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pembroke management | 430.21K | 3.84% | $31.73M |
| Aperture investors | 334.14K | 3.22% | $24.64M |
| Spyglass capital management | 712.36K | 3.10% | $52.54M |
| Allied investment advisors | 123.98K | 2.94% | $14.59M |
| Nepsis | 92.92K | 2.75% | $8.68M |
| Ranger investment management | 355.53K | 2.64% | $41.84M |
| Geneva capital management | 2.04M | 2.52% | $150.21M |
| Conestoga capital advisors | 1.86M | 2.03% | $137.11M |
| Advantage alpha capital partners lp | 75.59K | 1.50% | $5.57M |
| Copeland capital management | 728.12K | 1.42% | $68.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Copeland capital management | 728.12K | 1.42% | 728.12K |
| Norges bank | 650.75K | 0.01% | 650.75K |
| Fuller & thaler asset management | 595.09K | 0.16% | 595.09K |
| Capital investors | 975.21K | 0.01% | 508.68K |
| First trust advisors lp | 1.07M | 0.11% | 493.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 6.28M | 0.01% | -4.01M |
| Vaughan nelson investment management | - | - | -595.24K |
| Ameriprise financial | 1.05M | 0.03% | -470.67K |
| Morgan stanley | 1.35M | 0.01% | -466.28K |
| Westfield capital management co lp | - | - | -371.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Copeland capital management | 728.12K | 1.42% | 728.12K | $68.04M |
| Norges bank | 650.75K | 0.01% | 650.75K | $76.58M |
| Riverbridge partners | 224.18K | 0.35% | 224.18K | $20.95M |
| Clearbridge investments | 167.83K | 0.02% | 167.83K | $19.75M |
| Bar harbor wealth management | 109.41K | 0.61% | 109.41K | $10.22M |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -1.00 |
| Quest partners | -2.00 |
| American capital advisory | -3.00 |
| Tfo-tdc | -3.00 |
| Kohmann bosshard financial services | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 395 | 3.95% | 63,202,727 | 4.02% | 77 | 1.40% | 217 | 7.96% | 130 | 4.00% |
| Mar 31, 2025 | 373 | -11.19% | 60,589,912 | 4.65% | 74 | 1.46% | 196 | -10.91% | 123 | -20.13% |
| Dec 31, 2024 | 411 | 8.16% | 57,690,506 | 0.07% | 71 | 1.41% | 215 | 13.16% | 152 | 12.59% |
| Sep 30, 2024 | 376 | 4.44% | 57,563,133 | -2.09% | 70 | 1.37% | 191 | -8.61% | 130 | 22.64% |
| Jun 30, 2024 | 355 | 7.25% | 58,751,697 | 2.89% | 71 | 1.47% | 207 | 21.05% | 105 | -7.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.20M | 2.70% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.18M | 2.68% | -55.70K |
| Vanguard US Total Market Shares ETF | 2.08M | 2.55% | 1.71K |
| First Trust RBA Amer Indl RenaisTM ETF | 1.87M | 2.29% | 11.70K |
| Vanguard Small Cap Index | 1.68M | 2.06% | -10.94K |
| Conestoga Small Cap Investors | 1.31M | 1.61% | - |
| Champlain Mid Cap Fund, LLC | 1.31M | 1.61% | 357.12K |
| American Funds SMALLCAP World A | 955.20K | 1.17% | 504.03K |
| Vanguard Small Cap Growth Index Inv | 937.45K | 1.15% | -359.00 |
| Virtus KAR Small-Cap Growth I | 933.66K | 1.15% | -85.87K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 12, 2025 | Shaub Matthew | Executive Vice President | Buy | $34.97K |
| Sep 04, 2025 | Thompson Rebecca | Chief Financial Officer | Sell | $16.22K |
| Sep 04, 2025 | Thompson Rebecca | Chief Financial Officer | Sell | $741.97K |
| Aug 25, 2025 | Eason Christopher Douglas | Principal Accounting Officer | Sell | $100.80K |
| Aug 25, 2025 | Eason Christopher Douglas | Principal Accounting Officer | Sell | $615.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | 6 |
| 2025 Q2 | - | 7 |
| 2025 Q1 | 1 | - |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 2 |
AAON Ownership FAQ
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