AAON Ownership | Who Owns AAON?

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AAON Ownership Summary

AAON is owned by 70.99% institutional investors, 17.46% insiders, and 11.55% retail investors. Blackrock is the largest institutional shareholder, holding 7.69% of AAON shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 3.06% of its assets in AAON shares.

AAON Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AAON	70.99%	17.46%	11.55%
Sector	Industrials Stocks	62.82%	10.55%	26.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.28M	7.69%	$547.72M
Vanguard group	6.24M	7.65%	$544.76M
Kayne anderson rudnick investment management	3.57M	4.37%	$311.57M
Jpmorgan chase	3.11M	3.81%	$271.34M
Conestoga capital advisors	2.09M	2.55%	$181.99M
State street	1.97M	2.41%	$171.43M
Ameriprise financial	1.78M	2.18%	$155.09M
Geneva capital management	1.67M	2.05%	$146.02M
Invesco	1.64M	2.01%	$142.85M
Fmr	1.58M	1.93%	$137.66M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Conestoga capital advisors	2.09M	2.73%	$181.99M
Geneva capital management	1.67M	2.66%	$146.02M
Allied investment advisors	120.19K	2.46%	$10.49M
11 capital partners lp	40.00K	1.35%	$3.49M
Pembroke management	102.35K	1.20%	$8.93M
Global alpha capital management	170.26K	1.08%	$14.85M
Bokf, na	681.52K	1.07%	$59.46M
Chatham capital group	66.23K	1.01%	$5.78M
Ranger investment management	147.97K	0.88%	$12.91M
Vaughan nelson investment management	1.09M	0.88%	$95.01M

Top Buyers

Holder	Shares	% Assets	Change
Jpmorgan chase	3.11M	0.02%	1.56M
Fmr	1.58M	0.01%	1.11M
Norges bank	736.74K	0.01%	736.74K
Vaughan nelson investment management	1.09M	0.88%	561.20K
Blair william & co/il	515.06K	0.14%	515.06K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	6.28M	0.01%	-4.01M
Vanguard group	6.24M	0.01%	-1.03M
State street	1.97M	0.01%	-526.15K
Conestoga capital advisors	2.09M	2.73%	-487.97K
Morgan stanley	1.35M	0.01%	-466.28K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	736.74K	0.01%	736.74K	$64.27M
Blair william & co/il	515.06K	0.14%	515.06K	$44.93M
Stephens investment management group	438.40K	0.54%	438.40K	$38.25M
Fred alger management	179.97K	0.08%	179.97K	$15.70M
Squarepoint ops	179.81K	0.03%	179.81K	$15.69M

Sold Out

Holder	Change
Abich financial wealth management	-1.00
Tfo-tdc	-3.00
Abound wealth management	-5.00
Opal wealth advisors	-7.00
Parkside financial bank & trust	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	331	7.82%	57,100,247	-1.33%	69	1.38%	171	11.04%	113	5.61%
Dec 31, 2023	307	3.72%	57,868,290	0.85%	71	1.43%	154	-41.00%	107	296.30%
Sep 30, 2023	296	-3.27%	57,381,868	47.14%	70	3.07%	261	66.24%	27	-73.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Virtus KAR Small-Cap Growth I	2.52M	3.06%	-315.50K
iShares Core S&P Mid-Cap ETF	2.16M	2.66%	4.25K
Vanguard Total Stock Mkt Idx Inv	2.07M	2.55%	-8.30K
Vanguard Small Cap Index	1.63M	2.00%	3.20K
Conestoga Small Cap Investors	1.52M	1.88%	42.88K
JPM US Mid Cap Growth-Composite	1.06M	1.29%	-
JPMorgan Mid Cap Growth I	1.06M	1.29%	-
Vanguard Institutional Extnd Mkt Idx Tr	1.00M	1.23%	-6.68K
Vanguard Small Cap Growth Index Inv	893.53K	1.10%	-1.07K
First Trust RBA Amer Indl RenaisTM ETF	687.53K	0.85%	4.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2024	Wakefield Stephen E	Vice President	Sell	$702.37K
Dec 05, 2024	Thompson Rebecca	Chief Financial Officer	Sell	$690.00K
Nov 25, 2024	Wakefield Stephen E	Vice President	Sell	$408.06K
Nov 25, 2024	Wakefield Stephen E	Vice President	Sell	$396.12K
Nov 25, 2024	Fields Gary D	CEO	Sell	$1.70M

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q3	-	4
2024 Q2	-	2
2024 Q1	-	6
2023 Q4	-	11

AAON Ownership FAQ

Who owns the most shares of AAON?

AAON’s largest shareholders are Blackrock (6.28M shares, 7.69%), Vanguard group (6.24M shares, 7.65%), and Kayne anderson rudnick investment management (3.57M shares, 4.37%). Together, they hold 19.71% of AAON’s total shares outstanding.

Does Blackrock own AAON?

Yes, BlackRock owns 7.69% of AAON, totaling 6.28M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 547.72M$. In the last quarter, BlackRock decreased its holdings by -4.008M shares, a -38.97% change.

Who is AAON’s biggest shareholder by percentage of total assets invested?

Conestoga capital advisors is AAON’s biggest shareholder by percentage of total assets invested, with 2.73% of its assets in 2.09M AAON shares, valued at 181.99M$.

Who is the top mutual fund holder of AAON shares?

Virtus KAR Small-Cap Growth I is the top mutual fund holder of AAON shares, with 3.06% of its total shares outstanding invested in 2.52M AAON shares.

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