Public record / Tickers / AAON

AAON — AAON, INC.

Both disclosure regimes on one name: who in Congress filed about AAON, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming AAON
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2025-02-13
13F holders
326
top-326 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Robert P. Bresnahan, Jr. · $1.0K–$15.0K

Sale · traded 2025-01-13 → filed 2025-02-13. Ranked over every AAON row by the provable lower bound, never a point estimate.

No member disclosed AAON in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AAON · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AAON
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2015-02-26Tillis, Thomas R Sale · JT (jointly owned)Traded 02-13 +13d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in AAON

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed AAON in the trailing 12 months.

Congress ↔ notable managers · AAON

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AAON INC

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AAON for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1WELLINGTON MANAGEMENT GROUP LLP$660M1
2BlackRock, Inc.$543M1
3VANGUARD CAPITAL MANAGEMENT LLC$256M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$241M1
5WASATCH ADVISORS LP$188M1
6STATE STREET CORP$171M1
7FIRST TRUST ADVISORS LP$167M1
8BLAIR WILLIAM & CO/IL$134M1
9Champlain Investment Partners, LLC$133M1
10GEODE CAPITAL MANAGEMENT, LLC$118M1
11DIMENSIONAL FUND ADVISORS LP$115M1
12Conestoga Capital Advisors, LLC$105M1
13Capital World Investors$105M1
14MORGAN STANLEY$104M1
15FRANKLIN RESOURCES INC$101M1
16Spyglass Capital Management LLC$71.1M1
17Mawer Investment Management Ltd.$70.2M1
18BAMCO INC /NY/$69.9M1
19NORTHERN TRUST CORP$61.5M1
20FMR LLC$60.9M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$60.3M1
22BROWN ADVISORY INC$55.7M1
23Pictet Asset Management Holding SA$55.5M1
24Stephens Investment Management Group LLC$52.5M1
25FEDERATED HERMES, INC.$39.5M1
26ROYCE & ASSOCIATES LP$39.1M1
27VANGUARD FIDUCIARY TRUST CO$35.7M1
28Pembroke Management, LTD$35.6M1
29SEI INVESTMENTS CO$34.6M1
30Amundi$33.3M1
31UBS Group AG$33.2M1
32Grantham, Mayo, Van Otterloo & Co. LLC$32.3M1
33CITADEL ADVISORS LLC$31.1M1
34BANK OF AMERICA CORP /DE/$29.2M1
35ENVESTNET ASSET MANAGEMENT INC$26.8M1
36Senvest Management, LLC$25.7M1
37Freestone Grove Partners LP$24.2M1
38ArrowMark Colorado Holdings LLC$23.2M1
39TWO SIGMA INVESTMENTS, LP$23.2M1
40RAYMOND JAMES FINANCIAL INC$21.7M1
41WELLS FARGO & COMPANY/MN$20.9M1
42Rockefeller Capital Management L.P.$20.7M1
43WCM INVESTMENT MANAGEMENT, LLC$20.0M1
44VOYA INVESTMENT MANAGEMENT LLC$19.6M1
45SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$18.6M1
46Retirement Systems of Alabama$17.9M1
47Swedbank AB$17.9M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17.5M1
49FIFTH THIRD BANCORP$17.5M1
50EULAV Asset Management$17.3M1
51NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$16.9M1
52Nuveen, LLC$15.9M1
53Aperture Investors, LLC$15.1M1
54Ensign Peak Advisors, Inc$13.1M1
55JACOBSON & SCHMITT ADVISORS, LLC$12.9M1
56Tidal Investments LLC$12.6M1
57PRINCIPAL FINANCIAL GROUP INC$12.6M1
58Granite Investment Partners, LLC$11.5M1
59Swiss National Bank$11.3M1
60BNP Paribas Asset Management Holding S.A.$9.9M1
61Invesco Ltd.$9.8M1
62KING LUTHER CAPITAL MANAGEMENT CORP$9.6M1
63Aberdeen Group plc$9.5M1
64Northwest & Ethical Investments L.P.$9.4M1
65ROYAL BANK OF CANADA$8.3M1
66Curi Capital, LLC$8.3M1
67Legal & General Group Plc$7.6M1
68Allspring Global Investments Holdings, LLC$7.0M1
69CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.9M1
70ALLIANCEBERNSTEIN L.P.$6.2M1
71NEW YORK STATE COMMON RETIREMENT FUND$5.8M1
72Trexquant Investment LP$5.7M1
73VANGUARD ASSET MANAGEMENT, Ltd$5.3M1
74CHATHAM CAPITAL GROUP, INC.$5.3M1
75Ascent Group, LLC$5.1M1
76STATE OF WISCONSIN INVESTMENT BOARD$5.0M1
77OPPENHEIMER ASSET MANAGEMENT INC.$5.0M1
78B. Metzler seel. Sohn & Co. AG$5.0M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.1M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.0M1
81Cinctive Capital Management LP$3.9M1
82Zimmer Partners, LP$3.7M1
83MGO ONE SEVEN LLC$3.5M1
84STIFEL FINANCIAL CORP$3.5M1
85LPL Financial LLC$3.2M1
86US BANCORP \DE\$3.0M1
87CAPITAL ADVISORS INC/OK$3.0M1
88Cetera Investment Advisers$2.7M1
89ARCADIA INVESTMENT MANAGEMENT CORP/MI$2.6M1
90Janus Henderson Group Ltd.$2.6M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$2.4M1
92Vanguard Global Advisers, LLC$2.3M1
93SG Capital Management LLC$2.3M1
94Brevan Howard Capital Management LP$2.2M1
95L2 Asset Management, LLC$2.2M1
96MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
97AMERICAN CENTURY COMPANIES INC$2.1M1
98State of New Jersey Common Pension Fund D$2.1M1
99SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M1
100D. E. Shaw & Co., Inc.$2.0M1
101Diversified Trust Co$2.0M1
102Quantinno Capital Management LP$2.0M1
103Richard Bernstein Advisors LLC$1.9M1
104CANTOR FITZGERALD, L. P.$1.8M1
105CITIGROUP INC$1.8M1
106CIBC Bancorp USA Inc.$1.8M1
107LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.8M1
108FIRST NATIONAL BANK OF OMAHA$1.7M1
109Maridea Wealth Management LLC$1.7M1
110KLP KAPITALFORVALTNING AS$1.7M1
111XTX Topco Ltd$1.6M1
112Arizona State Retirement System$1.6M1
113Creative Planning$1.5M1
114Vanguard Investments Australia, Ltd.$1.4M1
115COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
116STOREBRAND ASSET MANAGEMENT AS$1.4M1
117NewEdge Advisors, LLC$1.4M1
118Empowered Funds, LLC$1.3M1
119Daiwa Securities Group Inc.$1.3M1
120Pathstone Holdings, LLC$1.3M1
121REGIONS FINANCIAL CORP$1.3M1
122NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
123Magnetar Financial LLC$1.3M1
124Westview Management dba Westview Investment Advisors$1.2M1
125XPONANCE LLC$1.2M1
126TWO SIGMA SECURITIES, LLC$1.2M1
127OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
128M&T BANK CORP$1.1M1
129Holocene Advisors, LP$1.1M1
130BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
131EntryPoint Capital, LLC$1.0M1
132PRELUDE CAPITAL MANAGEMENT, LLC$969K1
133Roundview Capital LLC$968K1
134Squarepoint Ops LLC$914K1
135LRT Capital Management, LLC$791K1
136NICOLET BANKSHARES INC$781K1
137Inspire Investing, LLC$776K1
138JANE STREET GROUP, LLC$772K1
139Perigon Wealth Management, LLC$754K1
140Kestra Investment Management, LLC$752K1
141CHICAGO TRUST Co NA$744K1
142Atria Investments, Inc$741K1
143Vanguard Personalized Indexing Management, LLC$733K1
144Man Group plc$722K1
145Numerai GP LLC$702K1
146Savant Capital, LLC$688K1
147Northstar Group, Inc.$679K1
148GLENMEDE TRUST CO NA$666K1
149Callan Family Office, LLC$663K1
150NEW YORK LIFE INVESTMENT MANAGEMENT LLC$658K1
151BANK OF MONTREAL /CAN/$657K1
152SUMMITRY LLC$648K1
153Cadent Capital Advisors, LLC$628K1
154AQR CAPITAL MANAGEMENT LLC$625K1
155HighTower Advisors, LLC$597K1
156PRUDENTIAL FINANCIAL INC$586K1
157BLALOCK WILLIAMS, LLC$582K1
158QUADRANT CAPITAL GROUP LLC$581K1
159Summit Trail Advisors, LLC$572K1
160CENTRAL TRUST Co$555K1
161Cresset Asset Management, LLC$548K1
162BETO FINANCIAL GROUP, LLC$542K1
163KESTRA PRIVATE WEALTH SERVICES, LLC$539K1
164DEUTSCHE BANK AG\$534K1
165EVERGREEN CAPITAL MANAGEMENT LLC$484K1
166Corient Private Wealth LLC$481K1
167MidFirst Bank$463K1
168CIM, LLC$449K1
169Round Rock Advisors LLC$442K1
170First National Advisers, LLC$435K1
171SECURIAN ASSET MANAGEMENT, INC$408K1
172DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$405K1
173Savvy Advisors, Inc.$399K1
174Keebeck Wealth Management$394K1
175Blueshift Asset Management, LLC$387K1
176&PARTNERS$383K1
177SummitTX Capital, L.P.$382K1
178AlphaCore Capital LLC$366K1
179MML INVESTORS SERVICES, LLC$359K1
180Snowden Capital Advisors LLC$358K1
181TRUIST FINANCIAL CORP$358K1
182NORDEN GROUP LLC$355K1
183Swiss Life Asset Management Ltd$349K1
184WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$344K1
185HBK Sorce Advisory LLC$342K1
186Vident Advisory, LLC$335K1
187OAK RIDGE INVESTMENTS LLC$333K1
188OSAIC HOLDINGS, INC.$328K1
189Federation des caisses Desjardins du Quebec$312K1
190DnB Asset Management AS$303K1
191Atlantic Union Bankshares Corp$298K1
192Utah Retirement Systems$298K1
193Legacy Wealth Asset Management, LLC$294K1
194Farringdon Capital, Ltd.$288K1
195PERSONAL CFO SOLUTIONS, LLC$269K1
196Maryland State Retirement & Pension System$261K1
197O'SHAUGHNESSY ASSET MANAGEMENT, LLC$260K1
198Dynamic Technology Lab Private Ltd$256K1
199Brooklyn Investment Group$233K1
200Y.D. More Investments Ltd$233K1
201Caitong International Asset Management Co., Ltd$229K1
202HUB Investment Partners, LLC$225K1
203ProShare Advisors LLC$225K1
204Vawter Financial, Ltd.$224K1
205CIBC Asset Management Inc$207K1
206Sequoia Financial Advisors, LLC$206K1
207SBI Okasan Asset Management Co.Ltd.$156K1
208Acropolis Investment Management, LLC$126K1
209Parkside Financial Bank & Trust$124K1
210Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$120K1
211State of Wyoming$118K1
212RiverPark Advisors, LLC$112K1
213Hilltop National Bank$110K1
214CVA Family Office, LLC$97.7K1
215SUMMIT SECURITIES GROUP LLC$84.7K1
216UMB Bank, n.a.$76.5K1
217Arax Advisory Partners$66.9K1
218Blue Trust, Inc.$48.2K1
219Dorsey & Whitney Trust CO LLC$39.6K1
220CWM, LLC$36.6K1
221SIGNATUREFD, LLC$30.9K1
222Allworth Financial LP$28.9K1
223Advisors Asset Management, Inc.$22.8K1
224MATHER GROUP, LLC.$17.0K1
225Annis Gardner Whiting Capital Advisors, LLC$13.1K1
226Smartleaf Asset Management LLC$12.2K1
227NATIXIS$11.8K1
228THRIVENT FINANCIAL FOR LUTHERANS$9.7K1
229MCF Advisors LLC$9.5K1
230NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.9K1
231MAI Capital Management$8.9K1
232HM PAYSON & CO$8.3K1
233Mitsubishi UFJ Asset Management Co., Ltd.$8.1K1
234Key FInancial Inc$8.0K1
235WOLFF WIESE MAGANA LLC$7.5K1
236Eurizon Capital SGR S.p.A.$7.4K1
237Itau Unibanco Holding S.A.$5.4K1
238HRT FINANCIAL LP$5.1K1
239FARMERS & MERCHANTS INVESTMENTS INC$5.0K1
240JFS WEALTH ADVISORS, LLC$4.7K1
241VAN ECK ASSOCIATES CORP$4.7K1
242Larson Financial Group LLC$4.6K1
243Steward Partners Investment Advisory, LLC$4.1K1
244JNBA Financial Advisors$3.5K1
245Richardson Capital Management LLC$3.4K1
246CANADA LIFE ASSURANCE Co$3.3K1
247NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3.0K1
248Valued Wealth Advisors LLC$2.5K1
249Treasurer of the State of North Carolina$2.4K1
250ASSETMARK, INC$1.8K1
251Basecamp Wealth Advisors LLC$1.5K1
252Manchester Capital Management LLC$1.4K1
253Clearstead Advisors, LLC$1.2K1
254Bell Investment Advisors, Inc$1.2K1
255Investors Portfolio Services LLC$1.1K1
256SJS Investment Consulting Inc.$9931
257Physician Wealth Advisors, Inc.$9111
258Private Wealth Asset Management, LLC$8281
259Virtu Financial LLC$8121
260Stone House Investment Management, LLC$7451
261Rakuten Securities, Inc.$5791
262State of Alaska, Department of Revenue$5651
263Rialto Wealth Management, LLC$4971
264HFM Investment Advisors, LLC$4141
265PARK AVENUE SECURITIES LLC$3871
266Vermillion Wealth Management, Inc.$2481
267KBC Group NV$1921
268Signature Equity Partners, LLC$1661
269Sachetta, LLC$831
270American Capital Advisory, LLC$831
271Centerpoint Advisors, LLC$221
272VANGUARD GROUP INC$01
273SMITH, MOORE & CO.$01
274DANSKE BANK A/S$01
275MEEDER ASSET MANAGEMENT INC$01
276ARDSLEY ADVISORY PARTNERS LP$01
277COMERICA BANK$01
278TORONTO DOMINION BANK$01
279VIRGINIA RETIREMENT SYSTEMS ET Al$01
280BAR HARBOR WEALTH MANAGEMENT$01
281WEXFORD CAPITAL LP$01
282BALYASNY ASSET MANAGEMENT L.P.$01
283MILLENNIUM MANAGEMENT LLC$01
284CIBC Private Wealth Group LLC$01
285NORGES BANK$01
286KETTLE HILL CAPITAL MANAGEMENT, LLC$01
287J. Goldman & Co LP$01
288Verition Fund Management LLC$01
289TWO SIGMA ADVISERS, LP$01
290Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$01
291Tower Research Capital LLC (TRC)$01
292Twin Tree Management, LP$01
293MIRABELLA FINANCIAL SERVICES LLP$01
294Capital International Investors$01
295Headlands Technologies LLC$01
296USS Investment Management Ltd$01
297Nepsis Inc.$01
298Lighthouse Investment Partners, LLC$01
299Engineers Gate Manager LP$01
300Index Fund Advisors, Inc.$01
301NorthCoast Asset Management LLC$01
302Schonfeld Strategic Advisors LLC$01
303ExodusPoint Capital Management, LP$01
304Ceredex Value Advisors LLC$01
305Atom Investors LP$01
306Global Retirement Partners, LLC$01
307Cynosure Group, LLC$01
308NICOLET ADVISORY SERVICES, LLC$01
309CBIZ Investment Advisory Services, LLC$01
31011 Capital Partners LP$01
311Parcion Private Wealth LLC$01
312BELLEVUE ASSET MANAGEMENT, LLC$01
313Kestra Advisory Services, LLC$01
314Vancity Investment Management Ltd$01
315TUCKER ASSET MANAGEMENT LLC$01
316CenterBook Partners LP$01
317Clean Energy Transition LLP$01
318SageView Advisory Group, LLC$01
319AXQ CAPITAL, LP$01
320Dunhill Financial, LLC$01
321Value Aligned Research Advisors, LLC$01
322Portside Wealth Group, LLC$01
323Aster Capital Management (DIFC) Ltd$01
324Turas Capital Management LP$01
325Third View Private Wealth, LLC$01
326Meramec Financial Planners, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 326 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AAON

RETAINED WINDOW · ACTIVE HITS

Zero hits on AAON in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AAON · financials and macro

Financials — as filed PLANNED

AAON's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AAON on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing