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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

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

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8SELL JT (jointly owned)Traded 01-13 +31d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8SELL JT (jointly owned)Traded 01-13 +31d$1K–$15K
2015-02-26Tillis, Thomas R —SELL JT (jointly owned)Traded 02-13 +13d$1K–$15K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
273SMITH, MOORE & CO.— value not disclosed1
274DANSKE BANK A/S— value not disclosed1
275MEEDER ASSET MANAGEMENT INC— value not disclosed1
276ARDSLEY ADVISORY PARTNERS LP— value not disclosed1
277COMERICA BANK— value not disclosed1
278TORONTO DOMINION BANK— value not disclosed1
279VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
280BAR HARBOR WEALTH MANAGEMENT— value not disclosed1
281WEXFORD CAPITAL LP— value not disclosed1
282BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
283MILLENNIUM MANAGEMENT LLC— value not disclosed1
284CIBC Private Wealth Group LLC— value not disclosed1
285NORGES BANK— value not disclosed1
286KETTLE HILL CAPITAL MANAGEMENT, LLC— value not disclosed1
287J. Goldman & Co LP— value not disclosed1
288Verition Fund Management LLC— value not disclosed1
289TWO SIGMA ADVISERS, LP— value not disclosed1
290Empirical Financial Services, LLC d.b.a. Empirical Wealth Management— value not disclosed1
291Tower Research Capital LLC (TRC)— value not disclosed1
292Twin Tree Management, LP— value not disclosed1
293MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
294Capital International Investors— value not disclosed1
295Headlands Technologies LLC— value not disclosed1
296USS Investment Management Ltd— value not disclosed1
297Nepsis Inc.— value not disclosed1
298Lighthouse Investment Partners, LLC— value not disclosed1
299Engineers Gate Manager LP— value not disclosed1
300Index Fund Advisors, Inc.— value not disclosed1
301NorthCoast Asset Management LLC— value not disclosed1
302Schonfeld Strategic Advisors LLC— value not disclosed1
303ExodusPoint Capital Management, LP— value not disclosed1
304Ceredex Value Advisors LLC— value not disclosed1
305Atom Investors LP— value not disclosed1
306Global Retirement Partners, LLC— value not disclosed1
307Cynosure Group, LLC— value not disclosed1
308NICOLET ADVISORY SERVICES, LLC— value not disclosed1
309CBIZ Investment Advisory Services, LLC— value not disclosed1
31011 Capital Partners LP— value not disclosed1
311Parcion Private Wealth LLC— value not disclosed1
312BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
313Kestra Advisory Services, LLC— value not disclosed1
314Vancity Investment Management Ltd— value not disclosed1
315TUCKER ASSET MANAGEMENT LLC— value not disclosed1
316CenterBook Partners LP— value not disclosed1
317Clean Energy Transition LLP— value not disclosed1
318SageView Advisory Group, LLC— value not disclosed1
319AXQ CAPITAL, LP— value not disclosed1
320Dunhill Financial, LLC— value not disclosed1
321Value Aligned Research Advisors, LLC— value not disclosed1
322Portside Wealth Group, LLC— value not disclosed1
323Aster Capital Management (DIFC) Ltd— value not disclosed1
324Turas Capital Management LP— value not disclosed1
325Third View Private Wealth, LLC— value not disclosed1
326Meramec Financial Planners, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 271 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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