Chuck Royce's AAON Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 426.6K shares of AAON, Inc. (AAON) worth $39.86 M, representing 0.40% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in AAON, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 228.5K shares. Largest reduction occurred in Q3 2013, reducing 1.2M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's AAON (AAON) Holding Value Over Time
Track share changes against reported price movement
Quarterly AAON (AAON) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +5.08 M | Add 0.00% | 5.08 M | $9.80 |
| Q3 2013 | -1.19 M | Reduce 23.42% | 3.89 M | $11.80 |
| Q4 2013 | -136,800 | Reduce 3.52% | 3.75 M | $14.20 |
| Q1 2014 | -264,600 | Reduce 7.05% | 3.49 M | $12.39 |
| Q2 2014 | +10,350 | Add 0.30% | 3.5 M | $14.90 |
| Q3 2014 | -53,413 | Reduce 1.53% | 3.44 M | $11.34 |
| Q4 2014 | -514,313 | Reduce 14.93% | 2.93 M | $14.93 |
| Q1 2015 | -443,633 | Reduce 15.14% | 2.49 M | $16.35 |
| Q2 2015 | -527,550 | Reduce 21.21% | 1.96 M | $15.01 |
| Q3 2015 | -69,150 | Reduce 3.53% | 1.89 M | $12.92 |
| Q4 2015 | -711,280 | Reduce 37.63% | 1.18 M | $15.48 |
| Q1 2016 | -265,500 | Reduce 22.52% | 913,236 | $18.67 |
| Q2 2016 | -584,042 | Reduce 63.95% | 329,194 | $18.34 |
| Q4 2016 | -329,194 | Sold Out | 329,194 | $0.00 |
| Q3 2022 | +16,538 | New Buy | 16,538 | $35.92 |
| Q4 2022 | +22,864 | Add 138.25% | 39,402 | $50.21 |
| Q1 2023 | -11,202 | Reduce 28.43% | 28,200 | $64.46 |
| Q2 2023 | -1,500 | Reduce 5.32% | 26,700 | $63.21 |
| Q3 2023 | -26,700 | Sold Out | 26,700 | $0.00 |
| Q1 2025 | +179,175 | New Buy | 179,175 | $78.13 |
| Q2 2025 | +228,534 | Add 127.55% | 407,709 | $73.75 |
| Q3 2025 | +18,895 | Add 4.63% | 426,604 | $93.44 |
Chuck Royce's AAON Investment FAQs
Chuck Royce first purchased AAON, Inc. (AAON) in Q2 2013, acquiring 5,078,477 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held AAON, Inc. (AAON) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to AAON, Inc. (AAON) was in Q2 2013, adding 5,078,477 shares worth $49.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 426,604 shares of AAON, Inc. (AAON), valued at approximately $39.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AAON, Inc. (AAON) represents approximately 0.40% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in AAON, Inc. (AAON) was 5,078,477 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.