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AAON, Inc.

AAON Industrials
$78.73 +$15.86 (25.23%)
Market Cap: $6.49 B
Gurus Holding
7
Popularity Rank
#1134
% of Shares Held
1.54%
Net Activity (Q2 2026)
-$7.12 M

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 Q3 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $100.29 M.

Top institutional holders include Chuck Royce and Jeremy Grantham.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.12 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jeremy Grantham reduced exposure by 33.8%.

Key Holders

Top 5 by Value

$53.21 M
$32.77 M
$25.98 M
$16.17 M
$2.07 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$20.69 M
Total Buy Value
New Buys 3
Additions 2
-$27.81 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for AAON, Inc. (AAON)

Major holders include Chuck Royce ($53.21 M), Jeremy Grantham ($32.77 M), Francois Rochon ($25.98 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.27 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.12 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited AAON. The total reported sell value was $27.81 M.

Yes, 3 managers opened new positions in AAON, and 2 increased their existing holdings. The total reported buy value was $20.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.49% Add 66.9% 642,995 $53.21 M Q3 2026
0.07% Reduce -33.8% 258,348 $32.77 M Q2 2026
0.87% Add 1.5% 204,779 $25.98 M Q2 2026
0.02% New Buy 127,466 $16.17 M Q2 2026
0.00% New Buy 16,325 $2.07 M Q2 2026
0.00% Add 95.4% 14,850 $1.88 M Q2 2026
0.00% New Buy 9,086 $1.15 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form