This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AAON/capital-change-brief"
Use Arkolith's capital_change_brief for AAON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $542.9M | 6.6M | ▲+2.5% Added · +164K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $256.5M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $240.6M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 4 | WASATCH ADVISORS LP | $296.7M | 2.3M | ▲+3.1% Added · +70K sh | Q2 2026 | |
| 5 | STATE STREET CORP | $170.7M | 2.1M | ▲+0.9% Added · +19K sh | Q1 2026 | |
| 6 | FIRST TRUST ADVISORS LP | $166.6M | 2.0M | ▲+22% Added · +364K sh | Q1 2026 | |
| 7 | GENEVA CAPITAL MANAGEMENT LLC | $142.5M | 1.7M | ▼−6.9% Reduced · −128K sh | Q1 2026 | |
| 8 | BLAIR WILLIAM & CO/IL | $134.2M | 1.6M | ▼−3.4% Reduced · −57K sh | Q1 2026 | |
| 9 | Champlain Investment Partners, LLC | $132.6M | 1.6M | ▼−3.8% Reduced · −63K sh | Q1 2026 | |
| 10 | Impax Asset Management Group plc | $118.9M | 1.4M | ▲+2.3% Added · +33K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $118.1M | 1.4M | ▲+3.3% Added · +45K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $114.6M | 1.4M | ▼−1.7% Reduced · −24K sh | Q1 2026 | |
| 13 | Conestoga Capital Advisors, LLC | $105.1M | 1.3M | ▼−28% Reduced · −506K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $103.8M | 1.3M | ▼−26% Reduced · −433K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $100.9M | 1.2M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 16 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $88.1M | 1.1M | ▼−14% Reduced · −168K sh | Q1 2026 | |
| 17 | Spyglass Capital Management LLC | $71.1M | 859K | ▼−28% Reduced · −340K sh | Q1 2026 | |
| 18 | Mawer Investment Management Ltd. | $70.2M | 849K | ▲+11% Added · +82K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $64.7M | 827K | ▼−4.1% Reduced · −36K sh | Q1 2026 | |
| 20 | Copeland Capital Management, LLC | $65.2M | 788K | ▼−1.5% Reduced · −12K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $65.1M | 787K | ▼−39% Reduced · −512K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $61.5M | 743K | ▼−1.1% Reduced · −8K sh | Q1 2026 | |
| 23 | FMR LLC | $60.9M | 736K | ▼−42% Reduced · −535K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $60.3M | 729K | ▲+4.6% Added · +32K sh | Q1 2026 | |
| 25 | BOKF, NA | $56.4M | 682K | ▼~0% Reduced · −80 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Thompson Rebecca | Chief Accounting Officer | Sell (S) | 4K | $607K |
| May 29, 2026 | Fields Gary D | Director | Sell (S) | 19K | $2.7M |
| May 29, 2026 | ASBJORNSON NORMAN H | Director, 10% Owner | Gift (G) | 101K | $0 |
| May 29, 2026 | ASBJORNSON NORMAN H | Director, 10% Owner | Gift (G) | 88K | $0 |
| May 26, 2026 | Fields Gary D | Director | Option exercise (M) | 21K | $1.0M |
| May 26, 2026 | Fields Gary D | Director | Sell (S) | 21K | $3.0M |
| May 26, 2026 | Fields Gary D | Director | Option exercise (M) | 21K | $1.0M |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | Option exercise (M) | 3K | $83K |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | Sell (S) | 3K | $421K |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | Option exercise (M) | 3K | $83K |
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | Option exercise (M) | 2K | $166K |
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | Sell (S) | 2K | $288K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 140 funds | $56.3B |
| NVIDIA CORPNVDA | 137 funds | $76.0B |
| ALPHABET INC-CL AGOOGL | 137 funds | $37.0B |
| APPLE INCAAPL | 136 funds | $66.4B |
| AMAZON.COM INCAMZN | 135 funds | $43.0B |
| VISA INC-CLASS A SHARESV | 134 funds | $13.2B |
| BROADCOM INCAVGO | 133 funds | $28.1B |
| META PLATFORMS INC-CLASS AMETA | 133 funds | $25.9B |
| JPMORGAN CHASE & COJPM | 133 funds | $18.2B |
| ALPHABET INC-CL CGOOG | 132 funds | $24.8B |
| ELI LILLY & COLLY | 132 funds | $15.0B |
| COSTCO WHOLESALE CORPCOST | 132 funds | $9.0B |
Ranked by how many of AAON's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AAON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.