Follow-The-Filings

Security · featured owners

AAON

Aaon Inc. COM PAR $0.004 Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 0.9%
  • $95M
  • 1 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 0.9% (Francois Rochon - Giverny Capital) · not free-float ownership

  1. Francois Rochon add 0.87%
  2. Ron Baron reduce 0.10%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.10% Reduce −35.5% 544,402 $69M history
Francois Rochon - Giverny Capital 2026 Q2 0.87% Add +1.5% 204,779 $26M history

2 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.17B $1.2B $1.44B
Gross profit $399.02M $397.11M $385.72M
Gross margin * 34.1% 33.1% 26.7%
Net income $177.62M $168.56M $107.59M
Net margin * 15.2% 14.0% 7.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $408.95M $488.21M $869.18M
Total non-current assets * $532.48M $687.02M $817.33M
Total assets $0.941B $1.18B $1.69B
Total current liabilities $126.75M $174.9M $330.86M
Total equity $735.22M $824.58M $894.98M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $158.9M $192.53M $0.534M
Cash from investing -$109.31M -$213.08M -$192.42M
Cash from financing -$46.51M $18.03M $186.61M
Net change in cash * $3.07M -$2.51M -$5.28M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders