Guru Ownership Over Time
Guru Analysis for AAON, Inc. (AAON)
AAON, Inc. (AAON), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $93.3 M.
Top institutional holders include Jeremy Grantham and Chuck Royce.
Institutional sentiment is currently Bullish. This is evidenced by a $15.99 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Cliff Asness reduced exposure by 12.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.17% | Add 0.9% | 629,679 | $58.84 M | Q3 2025 | |
| 0.40% | Add 4.6% | 426,604 | $39.86 M | Q3 2025 | |
| 0.19% | New Buy | 149,385 | $13.96 M | Q3 2025 | |
| 0.00% | Reduce -12.7% | 20,667 | $1.93 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AAON, Inc. (AAON)
Top Guru holders include Jeremy Grantham ($58.84 M), Chuck Royce ($39.86 M), Louis Moore Bacon ($13.96 M). Collectively, tracked Gurus hold 1.23 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $15.99 M, with 3 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of AAON completely. Total sell value was $280,819.62.
Yes, 1 Gurus opened new positions in AAON, and 2 added to their existing holdings. Total buy value was $16.27 M.