AAON, Inc.
MX ˙ BMV ˙ US0003602069
SecurityMX:AAON / AAON, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership238,462 shares
Latest Disclosed Value $ 18,182,687
Comerica Bank reports 23.68% increase in ownership of AAON / AAON, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 238,462 shares of AAON, Inc. (MX:AAON) valued at $18,182,687 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 192,802 shares of AAON, Inc.. This represents a change in shares of 23.68% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F AAON COM PAR $0.004 000360206 238,462 45,660 23.68 18,183 0.93 0.0725
2025-11-14 2025-09-30 13F AAON COM PAR $0.004 000360206 192,802 -9,710 -4.79 18,015 20.62 0.0678
2025-08-14 2025-06-30 13F AAON COM PAR $0.004 000360206 202,512 18,394 9.99 14,935 3.82 0.0580
2025-05-14 2025-03-31 13F AAON COM PAR $0.004 000360206 184,118 -85,938 -31.82 14,385 -54.74 0.0604
2025-02-14 2024-12-31 13F/A-1 AAON COM PAR $0.004 000360206 270,056 83,714 44.92 31,780 58.15 0.1282
2025-02-14 2024-12-31 13F AAON COM PAR $0.004 000360206 270,056 83,714 31,780 0.1064
2024-11-14 2024-09-30 13F AAON COM PAR $0.004 000360206 186,342 -4,370 -2.29 20,095 20.78 0.0795
2024-08-15 2024-06-30 13F AAON COMMON 000360206 190,712 -33,936 -15.11 16,638 -15.94 0.0692
2024-05-16 2024-03-31 13F AAON COMMON 000360206 224,648 -116,012 -34.06 19,791 -21.35 0.0853
2024-02-14 2023-12-31 13F AAON COMMON 000360206 340,660 48,539 16.62 25,165 51.48 0.1159
2023-11-21 2023-09-30 13F AAON COMMON 000360206 292,121 292,121 16,613 0.0865
2023-08-22 2023-06-30 13F AAON EQU 000360206 0 -222,623 -100.00 0 -100.00
2023-01-26 2022-12-31 13F AAON COM 000360206 222,623 -13,448 -5.70 17 -99.88 0.1334
2022-10-28 2022-09-30 13F AAON COM 000360206 236,071 -3,605 -1.50 13,869 6.55 0.1169
2022-08-02 2022-06-30 13F AAON COM 000360206 239,676 31,166 14.95 13,017 15.93 0.1069
2022-04-27 2022-03-31 13F AAON COM 000360206 208,510 3,199 1.56 11,228 -17.19 0.0815
2022-02-18 2021-12-31 13F AAON COM 000360206 205,311 25,417 14.13 13,559 6.58 0.0998
2021-11-22 2021-09-30 13F AAON COM 000360206 179,894 16,237 9.92 12,722 13.62 0.0766
2021-08-26 2021-06-30 13F AAON COM 000360206 163,657 -7,103 -4.16 11,197 -6.06 0.0669
2021-04-28 2021-03-31 13F AAON COM 000360206 170,760 5,710 3.46 11,919 -0.72 0.0711
2021-01-28 2020-12-31 13F AAON COM 000360206 165,050 8,905 5.70 12,006 24.30 0.0762
2020-10-30 2020-09-30 13F AAON COM 000360206 156,145 47,598 43.85 9,659 53.12 0.0701
2020-07-31 2020-06-30 13F AAON COM 000360206 108,547 -1,720 -1.56 6,308 20.02 0.0486
2020-05-01 2020-03-31 13F AAON COM 000360206 110,267 12,853 13.19 5,256 -0.61 0.0482
2020-02-07 2019-12-31 13F AAON COM 000360206 97,414 -404 -0.41 5,288 13.60 0.0401
2019-10-31 2019-09-30 13F AAON COM 000360206 97,818 21,692 28.49 4,655 22.24 0.0368
2019-08-02 2019-06-30 13F AAON COM 000360206 76,126 -1,747 -2.24 3,808 8.96 0.0305
2019-05-02 2019-03-31 13F AAON COM 000360206 77,873 -183 -0.23 3,495 24.47 0.0283
2019-02-06 2018-12-31 13F AAON COM 000360206 78,056 1,200 1.56 2,808 12.86 0.0239
2018-11-01 2018-09-30 13F AAON COM 000360206 76,856 -3,110 -3.89 2,488 -12.98 0.0201
2018-08-01 2018-06-30 13F AAON COM 000360206 79,966 -3,242 -3.90 2,859 -4.29 0.0200
2018-05-01 2018-03-31 13F AAON COM 000360206 83,208 12,814 18.20 2,987 17.69 0.0213
2018-02-02 2017-12-31 13F AAON COM 000360206 70,394 12,918 22.48 2,538 28.77 0.0169
2017-11-06 2017-09-30 13F AAON COM 000360206 57,476 16,074 38.82 1,971 35.28 0.0143
2017-08-03 2017-06-30 13F AAON COM 000360206 41,402 -2,388 -5.45 1,457 -10.78 0.0109
2017-05-03 2017-03-31 13F AAON COM 000360206 43,790 1,320 3.11 1,633 16.89 0.0124
2017-02-08 2016-12-31 13F AAON COM 000360206 42,470 2,203 5.47 1,397 12.93 0.0111
2016-11-10 2016-09-30 13F AAON COM 000360206 40,267 235 0.59 1,237 13.49 0.0730
2016-08-11 2016-06-30 13F AAON COM 000360206 40,032 -692 -1.70 1,090 -1.89 0.0094
2016-05-11 2016-03-31 13F AAON COM 000360206 40,724 -609 -1.47 1,111 31.01 0.0099
2016-02-05 2015-12-31 13F AAON COM 000360206 41,333 -116 -0.28 848 5.60 0.0083
2015-11-12 2015-09-30 13F AAON COM 000360206 41,449 -46,021 -52.61 803 -59.24 0.0076
2015-08-13 2015-06-30 13F AAON COM 000360206 87,470 45,951 110.67 1,970 93.52 0.0085
2015-05-15 2015-03-31 13F AAON COM 000360206 41,519 -40,765 -49.54 1,018 -44.73 0.0086
2015-02-13 2014-12-31 13F AAON COM 000360206 82,284 40,425 96.57 1,842 158.71 0.0080
2014-10-21 2014-09-30 13F AAON COM 000360206 41,859 14,379 52.33 712 -22.69 0.0063
2014-08-12 2014-06-30 13F AAON COM 000360206 27,480 -685 -2.43 921 17.32 0.0078
2014-05-15 2014-03-31 13F AAON COM 000360206 28,165 -1,044 -3.57 785 -15.86 0.0060
2014-02-11 2013-12-31 13F AAON COM 000360206 29,209 -1,570 -5.10 933 14.06 0.0072
2013-11-12 2013-09-30 13F AAON COM 000360206 30,779 10,855 54.48 818 24.13 0.0057
2013-08-13 2013-06-30 13F/A-1 AAON COM 000360206 19,924 19,924 659 0.0054
2013-08-08 2013-06-30 13F AAON COM 000360206 79,444 2,627
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.