AAON, Inc.
MX ˙ BMV ˙ US0003602069
SecurityMX:AAON / AAON, Inc.
InstitutionWasatch Advisors Inc
Latest Disclosed Ownership2,268,118 shares
Latest Disclosed Value $ 187,686,765
Wasatch Advisors Inc reports 23.85% increase in ownership of AAON / AAON, Inc.

On April 21, 2026 - Wasatch Advisors Inc filed a 13F-HR form disclosing ownership of 2,268,118 shares of AAON, Inc. (MX:AAON) valued at $187,686,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,831,414 shares of AAON, Inc.. This represents a change in shares of 23.85% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-21 2026-03-31 13F AAON COM PAR $0.004 000360206 2,268,118 436,704 23.85 187,687 34.40 1.2464
2026-02-12 2025-12-31 13F AAON COM PAR $0.004 000360206 1,831,414 -307,545 -14.38 139,645 -30.13
2025-11-14 2025-09-30 13F AAON COM PAR $0.004 000360206 2,138,959 456,560 27.14 199,864 61.08 1.0753
2025-08-14 2025-06-30 13F AAON COM PAR $0.004 000360206 1,682,399 -76,070 -4.33 124,077 -9.69 0.6496
2025-05-15 2025-03-31 13F AAON COM PAR $0.004 000360206 1,758,469 181,184 11.49 137,389 -25.98 0.7665
2025-02-13 2024-12-31 13F AAON COM PAR $0.004 000360206 1,577,285 -289,461 -15.51 185,615 -7.80 0.9189
2024-11-14 2024-09-30 13F AAON COM PAR $0.004 000360206 1,866,746 525,132 39.14 201,310 72.00 0.9867
2024-08-14 2024-06-30 13F AAON COM PAR $0.004 000360206 1,341,614 321,479 31.51 117,042 30.23 0.6260
2024-04-18 2024-03-31 13F AAON COM PAR $0.004 000360206 1,020,135 -4,725 -0.46 89,874 18.71 0.4700
2024-02-14 2023-12-31 13F AAON COM PAR $0.004 000360206 1,024,860 49,007 5.02 75,706 36.42 0.4170
2023-11-14 2023-09-30 13F AAON COM PAR $0.004 000360206 975,853 324,708 49.87 55,497 -10.11 0.3507
2023-08-08 2023-06-30 13F AAON COM PAR $0.004 000360206 651,145 -163,084 -20.03 61,735 -21.58 0.3737
2023-05-12 2023-03-31 13F AAON COM PAR $0.004 000360206 814,229 89,113 12.29 78,728 44.15 0.4901
2023-02-14 2022-12-31 13F AAON COM PAR $0.004 000360206 725,116 -20,849 -2.79 54,616 35.88 0.3676
2022-11-14 2022-09-30 13F AAON COM PAR $0.004 000360206 745,965 17,139 2.35 40,193 0.71 0.2793
2022-08-12 2022-06-30 13F AAON COM PAR $0.004 000360206 728,826 -106,097 -12.71 39,911 -14.23 0.2523
2022-05-13 2022-03-31 13F AAON COM PAR $0.004 000360206 834,923 -6,850 -0.81 46,530 -30.41 0.2291
2022-02-15 2021-12-31 13F AAON COM 000360206 841,773 -43,593 -4.92 66,862 15.58 0.2727
2021-11-12 2021-09-30 13F AAON COM PAR $0.004 000360206 885,366 -2,657 -0.30 57,850 4.08 0.2351
2021-08-12 2021-06-30 13F AAON COM PAR $0.004 000360206 888,023 -5,747 -0.64 55,581 -11.17 0.2256
2021-05-10 2021-03-31 13F AAON COM PAR $0.004 000360206 893,770 30,434 3.53 62,573 8.78 0.2810
2021-02-12 2020-12-31 13F AAON COM PAR $0.004 000360206 863,336 -14,253 -1.62 57,524 8.79 0.2831
2020-11-10 2020-09-30 13F AAON COM PAR $0.004 000360206 877,589 -5,685 -0.64 52,875 10.26 0.3363
2020-08-12 2020-06-30 13F AAON COM PAR $0.004 000360206 883,274 -93,297 -9.55 47,953 1.62 0.3469
2020-05-08 2020-03-31 13F AAON COM PAR $0.004 000360206 976,571 -508,677 -34.25 47,188 -35.70 0.4913
2020-02-13 2019-12-31 13F AAON COM PAR $0.004 000360206 1,485,248 114,891 8.38 73,386 16.57 0.6018
2019-11-14 2019-09-30 13F AAON COM PAR $0.004 000360206 1,370,357 -26,998 -1.93 62,954 -10.22 0.5998
2019-08-07 2019-06-30 13F AAON COM PAR $0.004 000360206 1,397,355 -277,909 -16.59 70,119 -9.36 0.6831
2019-05-08 2019-03-31 13F AAON COM PAR $0.004 000360206 1,675,264 -11,960 -0.71 77,364 30.78 0.8432
2019-02-14 2018-12-31 13F AAON COM PAR $0.004 000360206 1,687,224 -58,217 -3.34 59,154 -10.34 0.7884
2018-11-07 2018-09-30 13F AAON COM 000360206 1,745,441 8,849 0.51 65,978 14.26 0.7538
2018-08-02 2018-06-30 13F AAON COM 000360206 1,736,592 -21,280 -1.21 57,742 -15.78 0.6950
2018-05-02 2018-03-31 13F AAON COM 000360206 1,757,872 375,955 27.21 68,557 35.18 0.8862
2018-01-16 2017-12-31 13F AAON COM 000360206 1,381,917 279,728 25.38 50,716 33.47 0.6725
2017-11-08 2017-09-30 13F AAON COM 000360206 1,102,189 76,324 7.44 37,998 0.52 0.5159
2017-08-16 2017-06-30 13F AAON COM 000360206 1,025,865 119,468 13.18 37,803 17.98 0.5269
2017-05-15 2017-03-31 13F AAON COM 000360206 906,397 906,397 32,041 0.4723
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.