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 2.79% 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 | 49.74% | 15.78% | 34.48% |
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 | 6.56M | 8.05% | $542.87M |
| Vanguard group | 6.40M | 7.69% | $487.73M |
| Blackrock | 6.28M | 7.69% | $547.72M |
| Wasatch advisors lp | 2.27M | 2.78% | $187.69M |
| State street | 2.06M | 2.53% | $170.68M |
| First trust advisors lp | 2.01M | 2.47% | $166.59M |
| Geneva capital management | 1.72M | 2.11% | $142.46M |
| Blair william & co/il | 1.62M | 1.99% | $134.24M |
| Champlain investment partners | 1.60M | 1.96% | $132.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Spyglass capital management | 858.84K | 5.35% | $71.07M |
| Pembroke management | 430.09K | 5.15% | $35.59M |
| Jackson square partners | 133.73K | 5.05% | $12.50M |
| Geneva capital management | 1.72M | 3.03% | $142.46M |
| Jacobson & schmitt advisors | 155.99K | 2.34% | $12.91M |
| Conestoga capital advisors | 1.27M | 2.10% | $105.11M |
| Aperture investors | 182.41K | 1.91% | $15.09M |
| Allied investment advisors | 160.04K | 1.90% | $13.24M |
| Champlain investment partners | 1.60M | 1.68% | $132.57M |
| Ranger investment management | 257.41K | 1.54% | $21.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 7.98M | 0.12% | 1.14M |
| Capital world investors | 1.26M | 0.01% | 683.50K |
| Norges bank | 545.37K | 0.00% | 545.37K |
| Wasatch advisors lp | 2.27M | 1.25% | 436.70K |
| Vanguard fiduciary trust | 431.87K | 0.01% | 431.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 6.28M | 0.01% | -4.01M |
| Capital investors | - | - | -1.33M |
| Vaughan nelson investment management | - | - | -595.24K |
| Fuller & thaler asset management | - | - | -595.09K |
| Fmr | 735.97K | 0.00% | -534.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 545.37K | 0.00% | 545.37K | $41.58M |
| Vanguard fiduciary trust | 431.87K | 0.01% | 431.87K | $35.74M |
| Giverny capital | 201.83K | 0.61% | 201.83K | $16.70M |
| Jacobson & schmitt advisors | 155.99K | 2.34% | 155.99K | $12.91M |
| Moore capital management, lp | 149.38K | 0.19% | 149.38K | $13.96M |
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 |
| Tfo-tdc | -3.00 |
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 | 2.29M | 2.79% | -1.15K |
| Vanguard Total Stock Mkt Idx Inv | 2.21M | 2.70% | 20.00K |
| Vanguard US Total Market Shares ETF | 2.08M | 2.55% | 1.71K |
| Vanguard Explorer Inv | 1.72M | 2.10% | 178.97K |
| Vanguard Small Cap Index | 1.60M | 1.96% | 26.27K |
| First Trust RBA Amer Indl RenaisTM ETF | 1.31M | 1.61% | 4.94K |
| American Funds SMALLCAP World A | 1.25M | 1.53% | -634.98K |
| Champlain Mid Cap Fund, LLC | 1.04M | 1.27% | -83.09K |
| Vanguard Small Cap Growth Index Inv | 897.26K | 1.10% | 22.05K |
| JPM US Mid Cap Growth-Composite | 837.17K | 1.03% | -133.09K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | Sell | $147.85K |
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | Sell | $288.22K |
| May 13, 2026 | Tobolski Matthew Joseph | Chief Executive Officer | Sell | $1.08M |
| May 13, 2026 | Fields Gary D | - | Sell | $2.63M |
| May 12, 2026 | Fields Gary D | - | Sell | $704.16K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q2 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 1 |
| 2025 Q4 | 3 | 2 |
| 2025 Q3 | 1 | 6 |
AAON Ownership FAQ
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