Monitor next 13F for Q4 2026 to see if this accumulation cluster was maintained or reversed. The 45-day lag means the cluster may have already been unwound — watch for insider Form 4 filings for corroboration.
Executive Summary
Three asset managers accumulated positions in AAON during Q3 2026, led by Wasatch Advisors adding 620.9K shares and Fort Washington initiating a $15.1M new stake.
Key Financial Metrics
Institutional Positions
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +35.3% | $464.0K | $8.0K |
| Wasatch Advisors | ADD | +26.6% | $244.9M | -$51.7M |
| Fort Washington Investment Advisors | NEW | Not reported | Not reported | Not reported |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assetmark | TRIM | -32.4% | $4.0K | -$2.0K |
Key Facts
- 3 institutional buyers held $260.5M in current AAON positions as of Q3 2026 quarter-end
- Wasatch Advisors added 620.9K shares (+26.6%), the largest dollar increase in the cluster
- Fort Washington Investment Advisors initiated a new $15.1M position (182.3K shares)
- Only 1 seller (Assetmark) trimmed 11 shares, a -$2K trim, negligible relative to the cluster
Financial Impact
3 institutions accumulated $15.1M in new/additions totaling ~$260.5M current holdings; net aggregate change was -$36.6M due to Wasatch's value decline from a higher prior-quarter cost basis
Risk Factors
- 13F data is 45+ days stale; positions may have been fully exited since quarter-end
- Cluster dominated by asset managers (not activist/quant funds) — moderate conviction signal
- No insider buying corroboration provided
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AAON-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $69.62 | awaiting T+20 | awaiting T+20 | No price |
Aug 28, 2026 8w ago | 8-K | $75.87 $85.34 | ▲ +12.48% | ▲ +12.97% | No price |
Aug 13, 2026 10w ago | Press Release | $87.67 $79.80 | ▼ −8.98% | ▼ −7.24% | No price |
Aug 10, 2026 11w ago | 8-K | $89.24 $80.21 | ▼ −10.12% | ▼ −9.20% | No price |
Jul 31, 2026 12w ago | Institutional Cluster | $89.06 $75.87 | ▼ −14.81% | ▼ −17.80% | No price |
Jul 30, 2026 12w ago | 8-K | $87.59 $78.15 | ▼ −10.78% | ▼ −14.74% | No price |
Jul 23, 2026 13w ago | ANALYST-UPGRADE | $107.68 $80.84 | ▼ −24.93% | ▼ −28.23% | No price |
Jun 8, 2026 20w ago | 8-K | $132.05 $109.35 | ▼ −17.19% | ▼ −18.82% | No price |
Jun 5, 2026 20w ago | Insider Cluster | $132.62 $109.35 | ▼ −17.55% | ▼ −19.41% | No price |
May 27, 2026 21w ago | Insider Cluster | $139.54 $133.26 | ▼ −4.50% | ▼ −2.60% | No price |
US Market Status
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