undamentalytics Newsletter

AAON, Inc.: which funds bought and sold

Institutions that bought and sold AAON shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 234 institutions that filed 13F reports for both quarters added to or opened positions in AAON, and 213 cut or closed them. Together they sold a net 5.1M shares, −7.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.3M shares (−20.2%); index fund managers were net buyers of 710K shares (+3.9%). 105 opened a new position and 36 sold out entirely.

Bought, Q2 2026 234 institutions, 105 of them new holders Sold, Q2 2026 213 institutions, 36 of them sold out
Net change, all compared −5.1M shares (−7.4%)
Net change, active managers −5.3M shares (−20.2%), 25 bought, 34 sold

Buyers versus sellers

institutions compared, 500
Active managers and hedge funds 25 bought · 34 sold · −5.3M
Index fund managers 7 bought · 4 sold · +710K
Other institutions 202 bought · 175 sold · −583K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC +965K +10335.4% 974K $124M
Fuller & Thaler Asset Management, Inc. +918K New position 918K $116M
State Street Corp Index funds +563K +27.3% 2.6M $333M
Citigroup Inc +475K +2181.8% 497K $63M
Price T Rowe Associates Inc Active manager +291K +209.1% 430K $54.6M
D. E. Shaw & Co., Inc. Hedge fund +289K +1201.5% 313K $39.7M
Prudential Financial Inc +226K +3194.8% 233K $29.6M
Pictet Asset Management Holding SA +213K +31.7% 884K $112M
Goldman Sachs Group Inc +129K +53.9% 369K $46.8M
Clough Capital Partners L P Hedge fund +128K New position 128K $16.2M
Tudor Investment Corp Et Al Hedge fund +127K New position 127K $16.2M
Blackrock, Inc. Index funds +126K +1.9% 6.7M $848M
Nomura Asset Management International Inc. +122K +59.5% 327K $41.4M
Erste Asset Management Gmbh +120K +24000.0% 121K $15.1M
American Capital Management Inc +98K +35.5% 375K $47.6M
Jump Financial, LLC +96K +1874.5% 101K $12.9M
Squarepoint Ops LLC Hedge fund +96K +868.6% 107K $13.6M
HRT Financial LP +87K +140.9% 148K $18.8M
Wasatch Advisors LP Active manager +70K +3.1% 2.3M $297M
Bank Of America Corp +70K +19.9% 423K $53.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −2.2M −27.6% 5.8M $732M
Champlain Investment Partners, LLC Active manager −1.2M −77.4% 362K $45.9M
Impax Asset Management Group PLC −1.1M −76.1% 343K $43.5M
Geneva Capital Management LLC Active manager −521K −30.2% 1.2M $152M
Jpmorgan Chase & Co −435K −52.6% 392K $49.7M
First Trust Advisors LP −434K −21.6% 1.6M $200M
Senvest Management, LLC −311K Sold out 0 —
BAMCO Inc Active manager −300K −35.5% 544K $69.1M
Freestone Grove Partners LP Hedge fund −292K Sold out 0 —
Conestoga Capital Advisors, LLC −254K −20.0% 1.0M $129M
Arrowmark Colorado Holdings LLC −208K −74.2% 72K $9.2M
Franklin Resources Inc Active manager −195K −16.0% 1.0M $130M
Federated Hermes, Inc. Active manager −193K −40.5% 284K $36M
Kayne Anderson Rudnick Investment Management LLC Active manager −185K −17.4% 879K $112M
Brown Advisory Inc Active manager −183K −27.2% 490K $62.1M
Citadel Advisors LLC Hedge fund −168K −44.7% 208K $26.3M
Capital World Investors Active manager −162K −12.8% 1.1M $140M
Ameriprise Financial Inc −148K −18.8% 639K $81.1M
Pembroke Management, Ltd −133K −31.0% 297K $37.7M
Morgan Stanley −133K −10.6% 1.1M $142M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Fuller & Thaler Asset Management, Inc. 918K $116M
Clough Capital Partners L PHedge fund 128K $16.2M
Tudor Investment Corp Et AlHedge fund 127K $16.2M
Qube Research & Technologies LtdHedge fund 68K $8.6M
Algert Global LLCHedge fund 54K $6.8M
Castleark Management LLC 49K $6.2M
Danske Bank A/S 43K $5.5M
Campbell & Co Investment Adviser LLC 38K $4.8M
Flputnam Investment Management Co 30K $3.8M
Mitchell Capital Management Co 24K $3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Senvest Management, LLC 311K $25.7M
Freestone Grove Partners LPHedge fund 292K $24.2M
Northwest & Ethical Investments L.P. 113K $9.4M
Cinctive Capital Management LPHedge fund 47K $3.9M
Zimmer Partners, LPHedge fund 45K $3.7M
SG Capital Management LLC 28K $2.3M
Wesbanco Bank Inc 28K $2.3M
Cantor Fitzgerald, L. P. 22K $1.8M
Landscape Capital Management, L.L.C. 21K $1.8M
Handelsbanken Fonder AB 20K $1.6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
472
Ten largest holders
45.1%
of 13F-reported shares
Index fund managers
29.0%
of 13F-reported shares
Active managers and hedge funds
31.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 25 34 14 5 −5.3M −20.2%
Index fund managers 7 4 0 0 +710K +3.9%
Other institutions 202 175 91 31 −583K −2.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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