AAON, Inc.
MX ˙ BMV ˙ US0003602069
SecurityMX:AAON / AAON, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership152,249 shares
Latest Disclosed Value $ 12,598,605
Principal Financial Group Inc reports 5.00% increase in ownership of AAON / AAON, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 152,249 shares of AAON, Inc. (MX:AAON) valued at $12,598,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 144,995 shares of AAON, Inc.. This represents a change in shares of 5.00% 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)
2026-05-04 2026-03-31 13F AAON COM PAR $0.004 000360206 152,249 7,254 5.00 12,599 13.96 0.0067
2026-02-02 2025-12-31 13F AAON COM PAR $0.004 000360206 144,995 -4,707 -3.14 11,056 -20.97 0.0056
2025-11-04 2025-09-30 13F AAON COM PAR $0.004 000360206 149,702 -3,950 -2.57 13,988 23.45 0.0071
2025-08-08 2025-06-30 13F AAON COM PAR $0.004 000360206 153,652 -2,773 -1.77 11,332 -7.28 0.0060
2025-04-28 2025-03-31 13F AAON COM PAR $0.004 000360206 156,425 -478 -0.30 12,221 -33.81 0.0069
2025-01-31 2024-12-31 13F AAON COM PAR $0.004 000360206 156,903 -369 -0.23 18,464 8.87 0.0101
2024-10-31 2024-09-30 13F AAON COM PAR $0.004 000360206 157,272 -97,527 -38.28 16,960 -23.70 0.0093
2024-07-29 2024-06-30 13F AAON COM PAR $0.004 000360206 254,799 -119,351 -31.90 22,229 -32.56 0.0132
2024-04-29 2024-03-31 13F AAON COM PAR $0.004 000360206 374,150 7,144 1.95 32,963 21.59 0.0194
2024-02-07 2023-12-31 13F AAON COM PAR $0.004 000360206 367,006 -7,173 -1.92 27,111 27.40 0.0173
2023-11-02 2023-09-30 13F AAON COM PAR $0.004 000360206 374,179 124,812 50.05 21,280 -9.99 0.0153
2023-08-07 2023-06-30 13F AAON COM PAR $0.004 000360206 249,367 -4,565 -1.80 23,642 -3.71 0.0162
2023-05-09 2023-03-31 13F AAON COM PAR $0.004 000360206 253,932 -5,325 -2.05 24,553 25.73 0.0176
2023-02-09 2022-12-31 13F AAON COM PAR $0.004 000360206 259,257 -1,663 -0.64 19,527 38.90 0.0147
2022-11-09 2022-09-30 13F AAON COM PAR $0.004 000360206 260,920 -2,587 -0.98 14,058 -2.58 0.0112
2022-08-10 2022-06-30 13F AAON COM PAR $0.004 000360206 263,507 -17,637 -6.27 14,430 -7.90 0.0107
2022-05-09 2022-03-31 13F AAON COM PAR $0.004 000360206 281,144 -1,879 -0.66 15,668 -30.30 0.0062
2022-05-09 2022-03-31 13F AAON COM PAR $0.004 000360206 273,528 15,244
2022-02-09 2021-12-31 13F AAON COM PAR $0.004 000360206 283,023 -8,120 -2.79 22,480 18.17 0.0134
2021-11-09 2021-09-30 13F AAON COM PAR $0.004 000360206 291,143 1,494 0.52 19,023 4.93 0.0124
2021-08-10 2021-06-30 13F AAON COM PAR $0.004 000360206 289,649 567 0.20 18,129 -10.42 0.0117
2021-05-10 2021-03-31 13F AAON COM PAR $0.004 000360206 289,082 -1,646 -0.57 20,238 4.48 0.0143
2021-02-23 2020-12-31 13F/A-1 AAON COM PAR $0.004 000360206 290,728 -7,065 -2.37 19,371 7.96 0.0143
2021-02-08 2020-12-31 13F AAON COM PAR $0.004 000360206 290,728 -7,065 19,371 7,620.8499
2020-11-06 2020-09-30 13F AAON COM PAR $0.004 000360206 297,793 -12,125 -3.91 17,942 6.64 0.0151
2020-08-05 2020-06-30 13F AAON COM PAR $0.004 000360206 309,918 1,606 0.52 16,825 12.94 0.0149
2020-05-12 2020-03-31 13F AAON COM PAR $0.004 000360206 308,312 -16,793 -5.17 14,897 -7.26 0.0165
2020-02-05 2019-12-31 13F AAON COM PAR $0.004 000360206 325,105 -292 -0.09 16,063 7.45 0.0134
2019-11-13 2019-09-30 13F AAON COM PAR $0.004 000360206 325,397 -629 -0.19 14,949 -8.62 0.0132
2019-08-12 2019-06-30 13F AAON COM PAR $0.004 000360206 326,026 232 0.07 16,360 8.74 0.0147
2019-05-10 2019-03-31 13F AAON COM PAR $0.004 000360206 325,794 -4,109 -1.25 15,045 30.08 0.0140
2019-02-14 2018-12-31 13F AAON COM PAR $0.004 000360206 329,903 -5,278 -1.57 11,566 -8.71 0.0123
2018-11-14 2018-09-30 13F AAON COM PAR $0.004 000360206 335,181 21,065 6.71 12,669 21.30 0.0112
2018-08-13 2018-06-30 13F AAON COM PAR $0.004 000360206 314,116 4,651 1.50 10,444 -13.46 0.0096
2018-05-14 2018-03-31 13F AAON COM PAR $0.004 000360206 309,465 7,136 2.36 12,069 8.78 0.0116
2018-02-12 2017-12-31 13F AAON COM PAR $0.004 000360206 302,329 -11,389 -3.63 11,095 2.59 0.0102
2017-11-02 2017-09-30 13F AAON COM PAR $0.004 000360206 313,718 -1,382 -0.44 10,815 -6.86 0.0105
2017-08-08 2017-06-30 13F AAON COM PAR $0.004 000360206 315,100 1,564 0.50 11,611 4.76 0.0116
2017-05-11 2017-03-31 13F AAON COM PAR $0.004 000360206 313,536 15,618 5.24 11,083 12.56 0.0133
2017-02-13 2016-12-31 13F AAON COM PAR $0.004 000360206 297,918 8,457 2.92 9,846 18.03 0.0125
2016-11-10 2016-09-30 13F AAON COM PAR $0.004 000360206 289,461 8,648 3.08 8,342 7.99 0.0110
2016-08-09 2016-06-30 13F AAON COM PAR $0.004 000360206 280,813 8,322 3.05 7,725 1.26 0.0108
2016-05-10 2016-03-31 13F AAON COM PAR $0.004 000360206 272,491 5,453 2.04 7,629 23.05 0.0111
2016-02-09 2015-12-31 13F AAON COM PAR $0.004 000360206 267,038 11,100 4.34 6,200 25.00 0.0092
2015-11-12 2015-09-30 13F/A-1 AAON COM PAR $0.004 000360206 255,938 1,998 0.79 4,960 -13.27 0.0078
2015-11-09 2015-09-30 13F AAON COM PAR $0.004 000360206 255,938 4,960
2015-08-10 2015-06-30 13F AAON COM PAR $0.004 000360206 253,940 -3,980 -1.54 5,719 -9.60 0.0085
2015-05-14 2015-03-31 13F/A-1 AAON COM PAR $0.004 000360206 257,920 3,849 1.51 6,326 11.22 0.0094
2015-05-12 2015-03-31 13F AAON COM PAR $0.004 000360206 257,920 6,327
2015-02-12 2014-12-31 13F AAON COM PAR $0.004 000360206 254,071 -801 -0.31 5,688 31.21 0.0088
2014-11-13 2014-09-30 13F AAON COM PAR $0.004 000360206 254,872 79,438 45.28 4,335 -26.28 0.0074
2014-08-12 2014-06-30 13F AAON COM PAR $0.004 000360206 175,434 -3,006 -1.68 5,880 18.24 0.0099
2014-05-13 2014-03-31 13F AAON COM PAR $0.004 000360206 178,440 6,233 3.62 4,973 -9.60 0.0089
2014-02-12 2013-12-31 13F AAON COM PAR $0.004 000360206 172,207 10,267 6.34 5,501 27.90 0.0103
2013-11-05 2013-09-30 13F AAON COM PAR $0.004 000360206 161,940 63,676 64.80 4,301 32.34 0.0089
2013-08-12 2013-06-30 13F AAON COM PAR $0.004 000360206 98,264 98,264 3,250 0.0072
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.