AAON Ownership | Who Owns AAON?
AAON Ownership Summary
AAON is owned by 34.24% institutional investors, 16.86% insiders, and 48.90% retail investors. Wellington management group llp is the largest institutional shareholder, holding 9.78% of AAON shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.85% of its assets in AAON shares.
AAON Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AAON | 34.24% | 16.86% | 48.90% |
| Sector | Industrials Stocks | 49.20% | 16.03% | 34.77% |
| Industry | Industrial Machinery Stocks | 45.31% | 11.72% | 42.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 7.98M | 9.78% | $660.11M |
| Blackrock funding, inc. /de | 6.69M | 8.18% | $848.22M |
| Vanguard group | 6.40M | 7.69% | $487.73M |
| Blackrock | 6.28M | 7.69% | $547.72M |
| Vanguard capital management | 3.12M | 3.82% | $396.03M |
| State street | 2.63M | 3.21% | $333.06M |
| Wasatch advisors lp | 2.34M | 2.86% | $296.66M |
| First trust advisors lp | 1.58M | 1.93% | $200.33M |
| Blair william & co/il | 1.53M | 1.88% | $194.53M |
| Geode capital management | 1.43M | 1.75% | $181.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Spyglass capital management | 858.84K | 5.35% | $71.07M |
| Jackson square partners | 133.73K | 5.05% | $12.50M |
| Geneva capital management | 1.20M | 3.49% | $152.34M |
| Jacobson & schmitt advisors | 155.30K | 3.22% | $19.70M |
| Conestoga capital advisors | 1.02M | 2.80% | $128.87M |
| Allied investment advisors | 149.76K | 2.39% | $19.00M |
| Copeland capital management | 750.20K | 1.96% | $95.17M |
| Wasatch advisors lp | 2.34M | 1.94% | $296.66M |
| Ranger investment management | 241.00K | 1.93% | $30.57M |
| Aperture investors | 182.41K | 1.91% | $15.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 7.98M | 0.12% | 1.14M |
| Fuller & thaler asset management | 917.55K | 0.32% | 917.55K |
| State street | 2.63M | 0.01% | 562.93K |
| Norges bank | 522.53K | 0.01% | 522.53K |
| Citigroup | 496.93K | 0.02% | 475.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 6.28M | 0.01% | -4.01M |
| Capital investors | - | - | -1.33M |
| Champlain investment partners | 361.64K | 1.18% | -1.24M |
| Impax asset management group | 343.17K | 0.28% | -1.09M |
| Vaughan nelson investment management | - | - | -595.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fuller & thaler asset management | 917.55K | 0.32% | 917.55K | $116.40M |
| Norges bank | 522.53K | 0.01% | 522.53K | $66.29M |
| Giverny capital | 201.83K | 0.61% | 201.83K | $16.70M |
| Moore capital management, lp | 149.38K | 0.19% | 149.38K | $13.96M |
| Axa investment managers | 89.14K | 0.02% | 89.14K | $8.33M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Abich financial wealth management | -1.00 |
| True wealth design | -1.00 |
| Transamerica financial advisors | -2.00 |
| Curio wealth | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 229 | -43.46% | 27,917,749 | -62.02% | 34 | 0.44% | 112 | -42.86% | 76 | -50.65% |
| Dec 31, 2025 | 302 | -26.52% | 53,989,001 | -25.81% | 64 | 0.81% | 135 | -39.46% | 121 | -12.95% |
| Sep 30, 2025 | 311 | -20.46% | 58,056,291 | -3.74% | 71 | 1.30% | 157 | -27.31% | 118 | -8.53% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.34M | 2.85% | 72.00 |
| Vanguard Total Stock Mkt Idx Inv | 2.21M | 2.70% | 1.34K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.21M | 2.70% | 1.34K |
| Vanguard US Total Market Shares ETF | 2.08M | 2.55% | 1.71K |
| First Trust RBA Amer Indl RenaisTM ETF | 1.88M | 2.29% | 3.24K |
| Vanguard Small Cap Index | 1.60M | 1.95% | 331.00 |
| American Funds SMALLCAP World A | 1.06M | 1.30% | -189.42K |
| Champlain Mid Cap Fund, LLC | 1.04M | 1.27% | -83.09K |
| Vanguard Explorer Inv | 1.03M | 1.25% | -697.04K |
| Vanguard Morn Small Cap Growth Index Inv | 922.24K | 1.13% | 23.33K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 02, 2026 | Thompson Rebecca | Chief Accounting Officer | Sell | $606.67K |
| May 29, 2026 | Fields Gary D | - | Sell | $2.66M |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | Sell | $421.17K |
| May 26, 2026 | Fields Gary D | - | Sell | $2.97M |
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | Sell | $147.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q2 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 1 |
| 2025 Q4 | 3 | 2 |
| 2025 Q3 | 1 | 6 |
AAON Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools