AAON Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:AAON Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Dec 24	SellUS$702,368	Stephen Wakefield	Individual	5,362	US$130.99
25 Nov 24	SellUS$804,180	Stephen Wakefield	Individual	5,750	US$141.10
12 Nov 24	SellUS$459,161	Robert Teis	Individual	3,369	US$136.29
06 Aug 24	SellUS$963,433	Norman Asbjornson	Individual	11,022	US$87.41
15 Mar 24	SellUS$6,201,322	Norman Asbjornson	Individual	75,682	US$83.15
12 Mar 24	SellUS$1,600,590	Norman Asbjornson	Individual	19,888	US$80.50

Insider Trading Volume

Insider Buying: AAON insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AAON?
Owner Type	Number of Shares	Ownership Percentage
State or Government	68,921	0.0848%
General Public	8,010,365	9.86%
Individual Insiders	14,172,981	17.4%
Institutions	59,027,358	72.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.59% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.3%	Norman Asbjornson	13,245,418	US$1.6b	-0.59%	no data
7.63%	BlackRock, Inc.	6,203,191	US$744.4m	-1.2%	0.01%
7.58%	The Vanguard Group, Inc.	6,163,650	US$739.7m	-1.29%	0.01%
4.3%	Kayne Anderson Rudnick Investment Management, LLC	3,493,815	US$419.3m	-2.17%	0.89%
3.75%	JP Morgan Asset Management	3,047,987	US$365.8m	1.8%	0.04%
2.61%	Conestoga Capital Advisors, LLC	2,125,186	US$255.0m	1.87%	3.38%
2.43%	State Street Global Advisors, Inc.	1,977,531	US$237.3m	0.64%	0.01%
2.3%	Wasatch Advisors LP	1,866,746	US$224.0m	39.1%	0.72%
2.13%	FMR LLC	1,728,089	US$207.4m	9.59%	0.01%
2.04%	Nationwide Fund Advisors	1,660,874	US$199.3m	1.49%	1.21%
1.87%	Columbia Management Investment Advisers, LLC	1,521,410	US$182.6m	-14.4%	0.04%
1.82%	Dimensional Fund Advisors LP	1,477,173	US$177.3m	-5.84%	0.03%
1.78%	Invesco Ltd.	1,446,254	US$173.6m	0.68%	0.05%
1.52%	Geode Capital Management, LLC	1,234,036	US$148.1m	0.52%	0.01%
1.51%	Vaughan Nelson Investment Management, L.P.	1,225,600	US$147.1m	12.5%	1.28%
1.41%	Eaton Vance Management	1,149,614	US$138.0m	-1.08%	0.03%
1.38%	William Blair Investment Management, LLC	1,122,528	US$134.7m	118%	0.16%
1.35%	T. Rowe Price Group, Inc.	1,098,384	US$131.8m	-40.6%	0.01%
1.05%	BNY Asset Management	853,570	US$102.4m	-9.73%	0.02%
0.91%	Norges Bank Investment Management	736,742	US$88.4m	0%	0.01%
0.87%	Charles Schwab Investment Management, Inc.	704,855	US$84.6m	-0.46%	0.01%
0.84%	Bank Of Oklahoma, N.A., Asset Management Arm	681,522	US$81.8m	0%	2.36%
0.81%	Driehaus Capital Management LLC	657,045	US$78.9m	70.7%	0.49%
0.71%	First Trust Advisors LP	575,893	US$69.1m	669%	0.06%
0.7%	Stephens Investment Management Group, LLC	567,995	US$68.2m	29.6%	0.91%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/06 03:51
End of Day Share Price	2025/01/06 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

AAON, Inc. is covered by 8 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Timothy Wojs	Baird
Christopher Moore	CJS Securities, Inc.
Thomas Hayes	CL King & Associates, Inc.