Guru Ownership Trend
Guru Analysis for AAON, Inc. (AAON)
AAON, Inc. (AAON), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $141.57 M.
Top institutional holders include Chuck Royce and Jeremy Grantham.
Institutional sentiment is currently Bullish. This is evidenced by a $21.35 M net inflow during the quarter.
Recent activity highlights Francois Rochon who opened a new position. Conversely, Cliff Asness reduced exposure by 16.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for AAON, Inc. (AAON)
Major holders include Chuck Royce ($39.1 M), Jeremy Grantham ($32.29 M), Francois Rochon ($16.7 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.07 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $21.35 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited AAON. The total reported sell value was $119,577.68.
Yes, 1 managers opened new positions in AAON, and 2 increased their existing holdings. The total reported buy value was $21.47 M.