AAON Institutional Ownership
AAON, Inc.
1W: +2.6%
1M: -11.1%
3M: -10.5%
YTD: -3.9%
1Y: -28.3%
3Y: +44.4%
5Y: +63.2%
$75.83
+5.03 (+7.10%)
Pre-Market: $75.80 (-0.03, -0.04%)
Weekly Expected Move ±6.8%
$60
$64
$69
$74
$78
Credit Risk of going bust: lower than 54% of companies Debt: 6.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.69 (down 99.1%), AAON, Inc. would be worth roughly what it owes.
Total debt $463.9M against a stock market value of $6.25B.
Distance to default 5.55 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $235.7M (short-term plus half of long-term), stock volatility 59.5%; Altman Z 6.92. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.69 (down 99.1%), AAON, Inc. would be worth roughly what it owes.
Total debt $463.9M against a stock market value of $6.25B.
Distance to default 5.55 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $235.7M (short-term plus half of long-term), stock volatility 59.5%; Altman Z 6.92. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — AAON
513
Institutional Holders
+60 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
116
New Positions
130
Increased
214
Reduced
37
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (559 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,686,241 | $507M | +125,819 | +1.9% | 8Q | SEC ↗ |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 5,772,476 | $438M | -2,204,688 | -27.6% | 7Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3,121,771 | $237M | +22,650 | +0.7% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,938,836 | $223M | +30,745 | +1.1% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 2,625,540 | $199M | +562,926 | +27.3% | 43Q | SEC ↗ |
| 6 | WASATCH ADVISORS LP | 2,338,517 | $177M | +70,399 | +3.1% | 38Q | SEC ↗ |
| 7 | FIRST TRUST ADVISORS LP | 1,579,172 | $120M | -434,043 | -21.6% | 19Q | SEC ↗ |
| 8 | BLAIR WILLIAM & CO/IL | 1,533,434 | $116M | -88,769 | -5.5% | 9Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1,432,938 | $109M | +6,136 | +0.4% | 81Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1,352,956 | $103M | -31,876 | -2.3% | 102Q | SEC ↗ |
| 11 | GENEVA CAPITAL MANAGEMENT LLC | 1,200,842 | $91M | -520,789 | -30.2% | 26Q | SEC ↗ |
| 12 | MORGAN STANLEY | 1,121,413 | $85M | -132,990 | -10.6% | 60Q | SEC ↗ |
| 13 | Capital World Investors | 1,102,743 | $84M | -161,535 | -12.8% | 4Q | SEC ↗ |
| 14 | FRANKLIN RESOURCES INC | 1,023,955 | $78M | -195,305 | -16.0% | 10Q | SEC ↗ |
| 15 | Conestoga Capital Advisors, LLC | 1,015,825 | $77M | -254,412 | -20.0% | 54Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 973,933 | $74M | +964,600 | +10335.4% | 3Q | SEC ↗ |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. NEW | 917,551 | $70M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Pictet Asset Management Holding SA | 883,740 | $67M | +212,528 | +31.7% | 12Q | SEC ↗ |
| 19 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 878,950 | $67M | -185,195 | -17.4% | 62Q | SEC ↗ |
| 20 | Mawer Investment Management Ltd. | 855,173 | $65M | +6,590 | +0.8% | 6Q | SEC ↗ |
| 21 | Spyglass Capital Management LLC | 776,629 | $59M | -82,211 | -9.6% | 6Q | SEC ↗ |
| 22 | Copeland Capital Management, LLC | 750,196 | $57M | -37,421 | -4.8% | 4Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 724,376 | $55M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 724,376 | $55M | -4,802 | -0.7% | 15Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 701,585 | $53M | -41,900 | -5.6% | 98Q | SEC ↗ |
| 26 | BOKF, NA | 681,598 | $52M | -80 | -0.0% | 20Q | SEC ↗ |
| 27 | Stephens Investment Management Group L | 643,256 | $49M | +9,142 | +1.4% | 9Q | SEC ↗ |
| 28 | AMERIPRISE FINANCIAL INC | 639,442 | $48M | -147,568 | -18.8% | 16Q | SEC ↗ |
| 29 | FMR LLC | 624,170 | $47M | -111,802 | -15.2% | 32Q | SEC ↗ |
| 30 | BAMCO INC /NY | 544,402 | $41M | -299,975 | -35.5% | 4Q | SEC ↗ |
| 31 | NORGES BANK NEW | 522,529 | $40M | — | +0.0% | 1Q | SEC ↗ |
| 32 | CITIGROUP INC | 496,931 | $38M | +475,153 | +2181.8% | 56Q | SEC ↗ |
| 33 | BROWN ADVISORY INC | 489,527 | $37M | -183,322 | -27.2% | 6Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 440,816 | $33M | +8,947 | +2.1% | 2Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 435,788 | $33M | -6,684 | -1.5% | 76Q | SEC ↗ |
| 36 | PRICE T ROWE ASSOCIATES INC /MD | 430,042 | $33M | +290,924 | +209.1% | 16Q | SEC ↗ |
| 37 | BANK OF AMERICA CORP /DE | 422,966 | $32M | +70,276 | +19.9% | 15Q | SEC ↗ |
| 38 | UBS Group AG | 397,228 | $30M | -3,516 | -0.9% | 47Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 392,250 | $30M | -435,230 | -52.6% | 36Q | SEC ↗ |
| 40 | ROYCE & ASSOCIATES LP | 385,198 | $29M | -87,284 | -18.5% | 6Q | SEC ↗ |
| 41 | AMERICAN CAPITAL MANAGEMENT INC | 375,178 | $28M | +98,294 | +35.5% | 4Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 368,608 | $28M | +129,157 | +53.9% | 15Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 365,700 | $28M | -52,395 | -12.5% | 15Q | SEC ↗ |
| 44 | Champlain Investment Partners, LLC | 361,641 | $27M | -1,240,365 | -77.4% | 5Q | SEC ↗ |
| 45 | Impax Asset Management Group plc | 343,165 | $26M | -1,093,123 | -76.1% | 6Q | SEC ↗ |
| 46 | Amundi | 338,393 | $26M | -63,794 | -15.9% | 16Q | SEC ↗ |
| 47 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 326,523 | $25M | +121,801 | +59.5% | 3Q | SEC ↗ |
| 48 | D. E. Shaw & Co., Inc. | 313,228 | $24M | +289,161 | +1201.5% | 3Q | SEC ↗ |
| 49 | Pembroke Management, LTD | 296,806 | $23M | -133,283 | -31.0% | 9Q | SEC ↗ |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 293,694 | $22M | -30,772 | -9.5% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, I | 917,551 | $70M |
| Sixth Street Partners Management Co | 724,376 | $55M |
| NORGES BANK | 522,529 | $40M |
| CLOUGH CAPITAL PARTNERS L P | 127,644 | $10M |
| TUDOR INVESTMENT CORP ET AL | 127,466 | $10M |
| Qube Research & Technologies Ltd | 68,136 | $5M |
| ALGERT GLOBAL LLC | 53,680 | $4M |
| CASTLEARK MANAGEMENT LLC | 48,720 | $4M |
| Jupiter Topco LLC | 45,915 | $3M |
| DANSKE BANK A/S | 43,265 | $3M |
| Campbell & CO Investment Adviser LL | 37,752 | $3M |
| Curated Wealth Partners LLC | 30,232 | $2M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 30,183 | $2M |
| MITCHELL CAPITAL MANAGEMENT CO | 23,904 | $2M |
| Richard Bernstein Advisors LLC | 22,573 | $2M |
| Baird Financial Group, Inc. | 20,992 | $2M |
| Mariner, LLC | 19,411 | $1M |
| Gotham Asset Management, LLC | 16,325 | $1M |
| Broad Peak Investment Advisers Pte | 15,900 | $1M |
| PEAK6 LLC | 15,025 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital International Investors | 1,328,881 | $101M |
| Ceredex Value Advisors LLC | 529,750 | $40M |
| Senvest Management, LLC | 310,740 | $24M |
| Freestone Grove Partners LP | 291,896 | $22M |
| Turas Capital Management LP | 218,093 | $17M |
| Schonfeld Strategic Advisors LLC | 187,995 | $14M |
| Nepsis Inc. | 117,707 | $9M |
| Northwest & Ethical Investments L.P | 113,416 | $9M |
| BAR HARBOR WEALTH MANAGEMENT | 98,087 | $7M |
| J. Goldman & Co LP | 91,882 | $7M |
| Lighthouse Investment Partners, LLC | 60,268 | $5M |
| SCALAR GAUGE MANAGEMENT, LLC | 51,000 | $4M |
| 11 Capital Partners LP | 50,262 | $4M |
| Cinctive Capital Management LP | 47,277 | $4M |
| Zimmer Partners, LP | 45,000 | $3M |
| Clean Energy Transition LLP | 44,134 | $3M |
| Value Aligned Research Advisors, LL | 41,956 | $3M |
| Balyasny Asset Management L.P. | 39,538 | $3M |
| ExodusPoint Capital Management, LP | 33,408 | $3M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 30,053 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +964,600 | +10335.4% | 973,933 |
| STATE STREET CORP | +562,926 | +27.3% | 2,625,540 |
| CITIGROUP INC | +475,153 | +2181.8% | 496,931 |
| PRICE T ROWE ASSOCIATES INC /MD | +290,924 | +209.1% | 430,042 |
| D. E. Shaw & Co., Inc. | +289,161 | +1201.5% | 313,228 |
| PRUDENTIAL FINANCIAL INC | +226,290 | +3194.8% | 233,373 |
| Pictet Asset Management Holding SA | +212,528 | +31.7% | 883,740 |
| GOLDMAN SACHS GROUP INC | +129,157 | +53.9% | 368,608 |
| BlackRock, Inc. | +125,819 | +1.9% | 6,686,241 |
| NOMURA ASSET MANAGEMENT INTERNATION | +121,801 | +59.5% | 326,523 |
| Erste Asset Management GmbH | +120,000 | +24000.0% | 120,500 |
| AMERICAN CAPITAL MANAGEMENT INC | +98,294 | +35.5% | 375,178 |
| Jump Financial, LLC | +96,236 | +1874.5% | 101,370 |
| Squarepoint Ops LLC | +95,994 | +868.6% | 107,045 |
| HRT FINANCIAL LP | +86,539 | +140.9% | 147,970 |
| WASATCH ADVISORS LP | +70,399 | +3.1% | 2,338,517 |
| BANK OF AMERICA CORP /DE | +70,276 | +19.9% | 422,966 |
| Pathstone Holdings, LLC | +60,890 | +394.9% | 76,309 |
| Russell Investments Group, Ltd. | +50,908 | +52.0% | 148,887 |
| LRT Capital Management, LLC | +38,223 | +399.8% | 47,783 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -2,204,688 | -27.6% | 5,772,476 |
| Champlain Investment Partners, LLC | -1,240,365 | -77.4% | 361,641 |
| Impax Asset Management Group plc | -1,093,123 | -76.1% | 343,165 |
| GENEVA CAPITAL MANAGEMENT LLC | -520,789 | -30.2% | 1,200,842 |
| JPMORGAN CHASE & CO | -435,230 | -52.6% | 392,250 |
| FIRST TRUST ADVISORS LP | -434,043 | -21.6% | 1,579,172 |
| BAMCO INC /NY | -299,975 | -35.5% | 544,402 |
| Conestoga Capital Advisors, LLC | -254,412 | -20.0% | 1,015,825 |
| ArrowMark Colorado Holdings LLC | -207,827 | -74.2% | 72,369 |
| FRANKLIN RESOURCES INC | -195,305 | -16.0% | 1,023,955 |
| FEDERATED HERMES, INC. | -193,304 | -40.5% | 283,669 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -185,195 | -17.4% | 878,950 |
| BROWN ADVISORY INC | -183,322 | -27.2% | 489,527 |
| CITADEL ADVISORS LLC | -167,721 | -44.7% | 207,646 |
| Capital World Investors | -161,535 | -12.8% | 1,102,743 |
| AMERIPRISE FINANCIAL INC | -147,568 | -18.8% | 639,442 |
| Pembroke Management, LTD | -133,283 | -31.0% | 296,806 |
| MORGAN STANLEY | -132,990 | -10.6% | 1,121,413 |
| Grantham, Mayo, Van Otterloo & Co. | -131,898 | -33.8% | 258,348 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | -125,000 | -55.6% | 100,000 |