Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
AAONIndustrialsCommon Stock

Aaon, Inc

Held by 12 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 000360206 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 12 of the investors we track own this stock. In the latest quarter, 6 of them bought more of it and 6 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
12
+1 vs last quarter (like-for-like)
Total value held
$745.28M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$181.18M
+36.4% vs last quarter
Net shares bought
-663.5K
Est. net flow -$70.47M
Quarter activity
6 bought · 6 sold
2 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns AAON?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns AAON? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Wasatch Advisors Wasatch Advisors LP 2.34M $296.66M 1.9% Added +70.4K +3.1% +$8.93M
2 Mawer Mawer Investment Management 855.17K $108.49M 0.7% Added +6.6K +0.8% +$836.01K
3 Ron Baron Baron Capital (BAMCO) 544.40K $69.06M 0.1% Reduced -300.0K -35.5% -$38.05M
4 Norges Bank Norges Bank Investment Management 522.53K $66.29M 0.0% — — — —
5 Chuck Royce Royce & Associates 385.20K $48.87M 0.4% Reduced -87.3K -18.5% -$11.07M
6 David Shaw D.E. Shaw & Co. 313.23K $39.74M 0.0% Added +289.2K +1201.5% +$36.68M
7 Jeremy Grantham GMO 258.35K $32.77M 0.1% Reduced -131.9K -33.8% -$16.73M
8 Two Sigma Two Sigma Investments 233.37K $29.61M 0.0% Reduced -46.6K -16.7% -$5.92M
9 Ken Griffin Citadel Advisors 207.65K $26.34M 0.0% Reduced -167.7K -44.7% -$21.28M
10 Francois Rochon Giverny Capital 204.78K $25.98M 0.9% Added +2.9K +1.5% +$373.86K
11 Ray Dalio Bridgewater Associates 9.09K $1.15M 0.0% New +9.1K — +$1.15M
12 Israel Englander Millennium Management 2.55K $323.11K 0.0% New +2.5K — +$323.11K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Richard Mashaal Senvest Management -310.7K $25.71M

Politician trades

Politician trades in AAON

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Robert P. Bresnahan, Jr. Politician Jan 13, 2025 AAON AAON, Inc. - Common Stock (AAON) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Joint Ownership LPL Account Feb 13, 2025 31 days PTR ↗
Robert P. Bresnahan, Jr. Politician Jan 13, 2025 AAON AAON, Inc. - Common Stock (AAON) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Joint Ownership LPL Account Feb 13, 2025 31 days PTR ↗