AAON Inc (AAON) Ownership

133.16 ↑0.87 (0.66%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of AAON Inc (AAON), owning a total of 6.3 million shares. Combined, the top 33 institutional holders of AAON own 68.08% of the company with a total of 53.9 million shares.

In the latest ownership report on September 30th 2024, the top 33 institutional holders increased their combined ownership of AAON by 571 thousand shares. 5 institutions bought 746,453 total additional shares and increased their ownership by an average of 10.52%. However 3 institutions sold 175,521 total shares and decreased their ownership by an average of 2.53%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of AAON increased by a net total of 570,932 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.586%	-1.292%	6,163,650	-80,700	2024-09-30
Conestoga Capital Advisors, LLC	2.616%	1.872%	2,125,186	39,059	2024-09-30
Wasatch Advisors LP	2.298%	39.142%	1,866,746	525,132	2024-09-30
FMR Inc	2.129%	9.604%	1,729,498	151,540	2024-09-30
Geneva Capital Management	2.090%	1.457%	1,698,207	24,384	2024-09-30
Dimensional Fund Advisors, Inc.	1.818%	-5.837%	1,477,173	-91,573	2024-09-30
Geode Capital Management, LLC	1.519%	0.516%	1,234,036	6,338	2024-09-30
Charles Schwab Investment Management Inc	0.868%	-0.459%	704,855	-3,248	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.727%	-38.967%	6,278,272	-4,008,393	2024-06-30
Vanguard Group Inc	7.586%	-1.292%	6,163,650	-80,700	2024-09-30
Kayne Anderson Rudnick Investment Management LLC	4.396%	-10.134%	3,571,432	-402,761	2024-06-30
JPMorgan Chase & Co	3.828%	101.047%	3,110,319	1,563,256	2024-06-30
Morgan Stanley - Brokerage Accounts	3.316%	-25.714%	2,694,046	-932,552	2024-06-30
State Street Corporation	3.075%	1.999%	2,491,175	48,833	2024-03-31
Conestoga Capital Advisors, LLC	2.616%	1.872%	2,125,186	39,059	2024-09-30
State Street Corp	2.419%	-21.120%	1,965,029	-526,146	2024-06-30
Wasatch Advisors LP	2.298%	39.142%	1,866,746	525,132	2024-09-30
Ameriprise Financial Inc	2.188%	16.053%	1,777,731	245,908	2024-06-30
FMR Inc	2.129%	9.604%	1,729,498	151,540	2024-09-30
Geneva Capital Management	2.090%	1.457%	1,698,207	24,384	2024-09-30
Amvescap Plc.	2.016%	0.270%	1,637,494	4,414	2024-06-30
Dimensional Fund Advisors, Inc.	1.818%	-5.837%	1,477,173	-91,573	2024-09-30
T. Rowe Price Investment Management,Inc.	1.683%	0.102%	1,367,468	1,392	2024-06-30
Geode Capital Management, LLC	1.519%	0.516%	1,234,036	6,338	2024-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	1.340%	106.312%	1,089,070	561,195	2024-06-30
Capital Advisors, Inc.	1.297%	0.048%	1,058,372	506	2023-06-30
Eaton Vance Management	1.950%	1.562%	1,055,187	16,225	2022-09-30
Wasatch Advisors Inc.	1.256%	5.022%	1,024,860	49,007	2023-12-31
Bank of New York Mellon Corp	1.179%	19.699%	958,225	157,699	2024-06-30
Neuberger Berman Group LLC	1.605%	-35.815%	870,758	-485,869	2022-12-31
Northern Trust Corp	0.999%	3.028%	811,792	23,859	2024-06-30
Goldman Sachs Group Inc	0.949%	23.470%	770,906	146,541	2024-06-30
NORGES BANK	0.907%	24.163%	736,742	143,375	2024-06-30
Charles Schwab Investment Management Inc	0.868%	-0.459%	704,855	-3,248	2024-09-30
Bank of Oklahoma National Association	0.839%	0.000%	681,522	0	2024-06-30
Westfield Capital Management Company, LP	0.788%	-21.150%	639,906	-171,639	2023-09-30
T. Rowe Price Associates, Inc.	0.690%	0.797%	560,367	4,428	2023-09-30
Victory Capital Management Inc.	0.957%	-13.442%	519,217	-80,631	2023-03-31
Lord, Abbett & Co LLC	0.610%	0.000%	495,849	495,849	2023-09-30
Principal Financial Group Inc	0.461%	0.034%	374,179	128	2023-09-30
Rockefeller Capital Management L.P.	0.680%	-0.193%	361,802	-699	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of AAON Inc (AAON), owning a total of 4.5 million shares. Combined, the top 41 mutual fund holders of AAON own 47.22% of the company with a total of 37.6 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of AAON by 16 thousand shares. 3 funds bought 7,433 total additional shares and increased their ownership by an average of 0.29%. However 4 funds sold 23,838 total shares and decreased their ownership by an average of 0.66%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding AAON decreased by a net total of -16,405 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.606%	0.054%	2,117,159	1,152	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.550%	-0.399%	2,071,838	-8,297	2024-10-31
Vanguard Small Cap Index	2.001%	0.197%	1,625,473	3,200	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.232%	-0.663%	1,001,105	-6,685	2024-10-31
Vanguard Small Cap Growth Index Inv	1.100%	-0.120%	893,529	-1,072	2024-10-31
Nationwide Geneva Small Cap Gr Instl Svc	0.663%	0.000%	538,236	0	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.651%	-1.451%	528,875	-7,784	2024-10-31
First Trust RBA Amer Indl RenaisTM ETF	0.628%	0.607%	510,299	3,081	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.516%	0.036%	4,534,807	1,650	2024-04-30
Virtus KAR Small-Cap Growth I	3.097%	-11.143%	2,515,850	-315,500	2024-06-30
iShares Core S&P Mid-Cap ETF	2.606%	0.054%	2,117,159	1,152	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.550%	-0.399%	2,071,838	-8,297	2024-10-31
Vanguard Small Cap Index	2.001%	0.197%	1,625,473	3,200	2024-10-31
iShares Russell 2000 ETF	1.892%	0.767%	1,555,120	11,836	2024-05-30
Conestoga Small Cap Investors	1.876%	2.894%	1,524,362	42,875	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.626%	1.000%	1,320,596	13,069	2023-03-31
JPMorgan Mid Cap Growth I	1.304%	0.000%	1,059,373	0	2024-09-30
JPM US Mid Cap Growth-Composite	1.304%	0.000%	1,059,373	0	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.232%	-0.663%	1,001,105	-6,685	2024-10-31
Vanguard Small Cap Growth Index Inv	1.100%	-0.120%	893,529	-1,072	2024-10-31
Vanguard Extended Market Index Investor	1.092%	-0.142%	891,145	-1,270	2023-08-31
Fidelity Small Cap Index	0.858%	4.212%	704,499	28,472	2024-06-30
iShares S&P Small-Cap 600 Growth ETF	0.798%	0.000%	656,215	0	2024-04-30
Fidelity® Small Cap Index	0.804%	2.825%	653,567	17,958	2023-10-31
Wasatch Small Cap Growth Investor	0.785%	-3.850%	637,976	-25,548	2024-09-30
T. Rowe Price US Small-Cap Core Equity	0.757%	-0.750%	621,606	-4,694	2024-06-30
T. Rowe Price Small-Cap Stock	0.757%	-0.750%	621,606	-4,694	2024-06-30
Invesco Discovery A	0.749%	2.197%	608,449	13,081	2024-09-30
Invesco OFI Small Cap Growth	0.749%	2.197%	608,449	13,081	2024-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.727%	0.000%	597,331	0	2024-04-30
Conestoga Small Cap Growth	0.722%	-0.711%	586,256	-4,200	2024-09-30
CT (Lux) Glb Smlr Coms IE	0.710%	0.000%	582,715	0	2024-06-30
iShares Russell 2000 Growth ETF	0.697%	0.000%	572,719	0	2024-05-30
Neuberger Berman Genesis Inv	1.025%	-37.153%	554,758	-327,958	2022-12-31
Calvert US Small-Cap SMA	1.010%	-32.218%	548,189	-260,558	2023-03-31
Columbia Small Cap Growth Inst	0.673%	-8.286%	546,489	-49,371	2024-09-30
Columbia Small Cap Growth	0.673%	-8.286%	546,489	-49,371	2024-09-30
Nationwide Geneva Small Cap Gr Instl Svc	0.663%	0.000%	538,236	0	2024-10-31
DFA US Small Cap I	0.648%	-3.890%	532,919	-21,572	2024-04-30
Vanguard Tax-Managed Small Cap Adm	0.653%	0.000%	532,807	0	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.651%	-1.451%	528,875	-7,784	2024-10-31
First Trust RBA Amer Indl RenaisTM ETF	0.628%	0.607%	510,299	3,081	2024-10-31
Calvert US Small-Cap Strategy	0.619%	-13.000%	503,251	-75,200	2024-06-30
JPMorgan Small Cap Growth A	0.611%	-7.664%	496,658	-41,222	2024-09-30
Wasatch Core Growth	0.602%	227.771%	489,077	339,864	2024-09-30
Calvert Small-Cap A	0.571%	-6.850%	468,781	-34,470	2024-08-31
Goldman Sachs Small/Mid-Cap Growth	0.808%	-22.641%	437,143	-127,938	2022-12-31
Threadneedle (Lux) Glb Smlr Coms IE	0.436%	9.801%	355,446	31,727	2023-07-31
Goldman Sachs Small/Mid Cap Growth Instl	0.643%	-20.175%	348,950	-88,193	2023-03-31