Company Analysis

AAON, Inc. (AAON)

Nasdaq: AAON · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · Tulsa, OK · filing with the SEC since 1995
Grade5.1
◀ Past 5.3● Present 5.1▶ Future 5.1

Who owns AAON, Inc.

As filed with the SEC
Holders of 5% or more
2
Wellington Management Group LLP holds 10.4% of Common Stock, as its SCHEDULE 13G/A filed Sep 8, 2026 says.
Directors and officers
19
report now, of 33 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Wellington Management Group LLP
SCHEDULE 13G/A · filed Sep 8, 2026 · Common Stock · 7% in Aug 13, 2026
10.4%
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 17, 2025 · Common Stock · 8.7% in Feb 5, 2025
7.7%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What AAON reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
BasX, LLC
A company bought · acquisition · owns, named in the 10-K filed Mar 2, 2026

3 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 2, 2026.

Insider tradesForm 4
25sales
5purchases
5sales on a scheduled plan
5people selling
$26.3Msold, in dollars
$600,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window8 of 33 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Fields Gary DCEO9$15.6M00$0
Thompson RebeccaChief Accounting Officer9$8.3M50$0
Tobolski Matthew JosephChief Executive Officer1$1.1M00$0
Kidwell CaseyChief Administration Officer5$900,00000$0
Wichman Gordon DouglasExecutive Vice President1$400,00000$0
Wakefield Stephen EExecutive Vice President0$003$500,000
Shaub MatthewExecutive Vice President0$001$0
Stewart David Raymonddirector0$001$100,000
SI Assistanton AAON · research, not advice