Jeremy Grantham's AAON Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 337,587 shares of AAON, Inc. (AAON) worth $25.74 M, representing 0.07% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in AAON, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 263,434 shares. Largest reduction occurred in Q4 2025, reducing 292,092 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's AAON (AAON) Holding Value Over Time
Track share changes against reported price movement
Quarterly AAON (AAON) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -292,092 | Reduce 46.39% | 337,587 | $76.25 |
| Q3 2025 | +5,868 | Add 0.94% | 629,679 | $93.44 |
| Q2 2025 | +263,434 | Add 73.10% | 623,811 | $73.75 |
| Q1 2025 | +146,508 | Add 68.50% | 360,377 | $78.13 |
| Q4 2024 | -183,526 | Reduce 46.18% | 213,869 | $117.68 |
| Q3 2024 | -73,489 | Reduce 15.61% | 397,395 | $107.84 |
| Q2 2024 | +20,875 | Add 4.64% | 470,884 | $87.24 |
| Q1 2024 | +198,131 | Add 78.66% | 450,009 | $88.10 |
| Q4 2023 | +72,750 | Add 40.61% | 251,878 | $73.87 |
| Q3 2023 | +39,062 | Add 27.89% | 179,128 | $56.87 |
| Q1 2023 | +64,434 | Add 85.19% | 140,066 | $64.46 |
| Q4 2022 | +10,175 | Add 15.54% | 75,632 | $50.21 |
| Q3 2022 | +65,457 | New Buy | 65,457 | $35.92 |
Jeremy Grantham's AAON Investment FAQs
Jeremy Grantham first purchased AAON, Inc. (AAON) in Q3 2022, acquiring 65,457 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held AAON, Inc. (AAON) for 14 quarters since Q3 2022.
Jeremy Grantham's largest addition to AAON, Inc. (AAON) was in Q2 2025, adding 623,811 shares worth $46.01 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 337,587 shares of AAON, Inc. (AAON), valued at approximately $25.74 M.
As of the Q4 2025 filing, AAON, Inc. (AAON) represents approximately 0.07% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in AAON, Inc. (AAON) was 629,679 shares, as reported at the end of Q3 2025.