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 Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $68.1 M.
Top institutional holders include Chuck Royce and Jeremy Grantham.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $34 M net outflow during the quarter.
Recent activity highlights Chuck Royce who increased their stake by 9.6%. Conversely, Cliff Asness reduced exposure by 56.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for AAON, Inc. (AAON)
Major holders include Chuck Royce ($35.65 M), Jeremy Grantham ($25.74 M), Cliff Asness ($690,397). According to the latest reported data, 3 tracked investment managers collectively hold approximately 814,137 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $34 M, with 1 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AAON. The total reported sell value was $37.12 M.
Yes, 0 managers opened new positions in AAON, and 1 increased their existing holdings. The total reported buy value was $3.12 M.