InvestorLens

AAON — AAON INC

Industrials · Building Products

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AAON?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
58
Macro Tailwind
Macro conditions are mixed for this sector
62
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their AAON position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 62/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Izzy Englander, Ray Dalio, Paul Tudor Jones)
  • +4 tracked investors reported holding AAON at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Industrialssource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About AAON INC (AAON)

AAON INC (AAON) appears in the most recent 13F filings of 4 tracked institutional investors. AAON INC is classified in the Industrials sector (Building Products industry). The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $57M. Across recent filings, tracked investors recorded 7 new positions, 4 increased, 6 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AAON

52
/100
Mixed Activity
Added / Increased11
Reduced6
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track AAON

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

AAON Ownership Composition

How AAON INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
69% of tracked value
Institutions
4
tracked investors
Total Reported
$56M
combined 13F value
Types2
  • Multi-Strategy / Quant69.1%
  • Macro30.9%
Multi-Strategy / Quant(2)
69.1%
Macro(2)
30.9%

Tracked investors currently reporting AAON

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.5K
    Value
    $323.1K
    % Portfolio
    0.00%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    302.3K
    Value
    $38.4M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    127.5K
    Value
    $16.2M
    % Portfolio
    0.02%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    9.1K
    Value
    $1.2M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold AAON?
4 tracked institutional investors disclosed a position in AAON (AAON INC) in their most recent 13F filing.
Who is the largest institutional holder of AAON?
Izzy Englander, Millennium Management, holds the largest disclosed position in AAON, valued at $57M.
Did institutional ownership of AAON increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 4 increased, 6 reduced, and 4 fully exited AAON.
What sector is AAON in?
AAON INC is classified in the Industrials GICS sector, Building Products industry.
Where does this AAON ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.