$AAON

$70.81 +$1.96 (2.85%) Live

$AAON Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 82.5M shares outstanding

Who owns AAON?

By type of holder

Institutions 78.7% Insiders 0.0% Everyone else 21.3%

Concentration Top 10 holders own 35.5%

Wellington Management Group LLP 7.0% · BlackRock, Inc. 8.1%

Institutional ownership

78.7%

-6.0 pts vs last qtr

Institutional holders

472

+70 vs last qtr

Net shares bought

−5.0M

by institutions in Q2 2026

New / sold out

114 / 44

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jane Street Group, LLC +964.6K
Fuller & Thaler Asset Management, Inc. NEW +917.6K

Biggest sellers in Q2 2026

Wellington Management Group LLP −2.2M
Champlain Investment Partners, LLC −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$22.6M

15 notices from 5 people

Shares covered

181.8K

0.22% of the company

Arranged in advance

20%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Fields Gary D Officer $15.6M
Thompson Rebecca Officer 10b5-1 $4.52M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+3.7%

+0.40% a year

Each share's claim on the business

−3.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $118M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years55% 3–5 years6% 1–3 years26% Under 1 year14%

Quarterly turnover

13.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AAON on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	5.8M	7.00%	−2.2M (−27.6%)	2024	0.1%
Shares held by quarter Peak holding8.0M (Q1'26) Change over 8 quarters+5.8M Share of the company7.000% Wellington Management Group LLP's full portfolio →
B BlackRock, Inc.	6.7M	8.11%	+125.8K (+1.9%)	≤2021	0.0%
Shares held by quarter Peak holding7.1M (Q4'24) Change over 8 quarters+483.1K Share of the company8.110% BlackRock, Inc.'s full portfolio →

Wellington Management Group LLP

5.8M

% of company

7.00%

Change vs last qtr

−2.2M (−27.6%)

Held since

2024

BlackRock, Inc.

6.7M

% of company

8.11%

Change vs last qtr

+125.8K (+1.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Aaon Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AAON on Form N-PORT; together they hold 36.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$295M	2.3M	2.82%	0.24%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$280M	2.2M	2.68%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$295M

% of company

2.82%

% of the fund

0.24%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$280M

% of company

2.68%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Aaon Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LC Lawhorn Caron A Insider	18.7K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Lawhorn Caron A's insider activity →

Lawhorn Caron A

Insider

18.7K

% of company

0.02%

Change vs last qtr

—

Held since

—

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