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AAON

Industrials, filed as AAON INC (COM PAR $0.004), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

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

In 2026 Q2 Ron Baron trimmed AAON.

Who owns this now

Largest portfolio weights among holders, up to 0.9% (Francois Rochon, Giverny Capital). Not free-float ownership.

  1. Francois Rochon Add 0.87%
  2. Ron Baron Reduce 0.10%

Who owns AAON

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.10%, was 0.21% Reduce −35.5% 544,402 $69M History
Francois Rochon, Giverny Capital 0.87%, was 0.61% Small add +1.5% 204,779 $26M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AAON's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AAON insider trades
  • $594K bought by 3 insiders
  • $18.7M sold by 5 insiders outside a trading plan
  • $4.5M sold by 1 insider under 10b5-1 plans
  1. David Raymond Stewart Director
    Buy
    $75K 1,000 shares at $74.66 +33% to stake
    Traded Sep 15 Filed Sep 16
    ↗
  2. Matthew Shaub Executive Vice President
    Buy
    $35K 457 shares at $76.42 +17% to stake
    Traded Aug 28 Filed Aug 31
    ↗
  3. Rebecca Thompson Chief Accounting Officer
    Sale
    $607K 4,230 shares at $143.42 100% of stake
    Traded Jun 2 Filed Jun 5
    ↗
  4. Gary D Fields Director
    Sale
    $2.7M 19,000 shares at $140.20 56% of stake
    Traded May 29 Filed Jun 1
    ↗
  5. Gordon Douglas Wichman Executive Vice President
    Sale
    $421K 3,000 shares at $140.39 21% of stake
    Traded May 26 Filed May 27
    ↗
  6. Gary D Fields Director
    Sale
    $3M 21,173 shares at $140.34 38% of stake
    Traded May 26 Filed May 27
    ↗
  7. Casey Kidwell Chief Administration Officer
    Sale
    $436K 3,153 shares at $138.30 19% of stake
    Traded May 14 Filed May 15
    ↗
  8. Matthew Joseph Tobolski CEO
    Sale
    $1.1M 8,000 shares at $135.37 6.5% of stake
    Traded May 13 Filed May 14
    ↗
  9. Gary D Fields Director
    Sale
    $2.6M 19,081 shares at $137.60 36% of stake
    Traded May 13 Filed May 14
    ↗
  10. Gary D Fields Director
    Sale
    $4.2M 31,271 shares at $134.07 48% of stake
    Traded May 12 Filed May 13
    ↗
  11. Rebecca Thompson Chief Accounting Officer
    Planned sale
    $1.3M 9,672 shares at $136.59 26% of stake
    Traded May 7 Filed May 11
    ↗
  12. Rebecca Thompson Chief Accounting Officer
    Planned sale
    $2.2M 21,914 shares at $100.21 44% of stake
    Traded Apr 24 Filed Apr 29
    ↗
  13. Rebecca Thompson Chief Accounting Officer
    Planned sale
    $730K 7,292 shares at $100.10 21% of stake
    Traded Apr 23 Filed Apr 29
    ↗
  14. Rebecca Thompson Chief Accounting Officer
    Planned sale
    $229K 2,287 shares at $100.11 7.6% of stake
    Traded Apr 21 Filed Apr 29
    ↗
  15. Rebecca Thompson Chief Accounting Officer
    Planned sale
    $40K 400 shares at $100.27 1.4% of stake
    Traded Apr 27 Filed Apr 29
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 option exercises, 27 share withholdings for taxes, 15 stock grants, and 5 gifts.

Congress

1 member of Congress traded AAON in the last three years: 0 buys and 2 sales.

All Congress trades
  1. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025
  2. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025

SEC filings

Recent issuer filings from EDGAR, 13 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 7.01,8.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,5.03,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.