Wellington Group Reports 10.03% Stake in AAON

AAON, Inc. ownership disclosure: Wellington Management Group LP and affiliated entities report beneficial ownership of 8,184,277 shares, representing 10.03% of AAON common stock in this Amendment No. 3 filing.

Rhea-AI Filing Summary

AAON, Inc. ownership disclosure: Wellington Management Group LP and affiliated entities report beneficial ownership of 8,184,277 shares, representing 10.03% of AAON common stock in this Amendment No. 3 filing.

The filing lists shared voting power of 6,833,594 shares and shared dispositive power of 8,184,277, and identifies the reporting entities and their corporate relationships. Signatures dated 05/07/2026 finalize the amendment.

Key Figures

Beneficial ownership: 8,184,277 shares Percent of class: 10.03% Shared voting power: 6,833,594 shares +2 more

5 metrics

Beneficial ownership 8,184,277 shares Amount beneficially owned reported in Item 4

Percent of class 10.03% Percent of AAON common stock reported in Item 4(b)

Shared voting power 6,833,594 shares Shared power to vote reported on attached cover pages

Filing amendment date 04/30/2026 Amendment No. 3 date shown on the cover

Signature date 05/07/2026 Dates on signatures finalizing the amendment

Key Terms

Schedule 13G/A, Beneficial ownership, Shared dispositive power, Investment Adviser (IA), +1 more

5 terms

Schedule 13G/A regulatory

"Amendment No. 3 ) AAON, Inc. Common Stock 04/30/2026"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership financial

"Item 4. | Ownership (a) | Amount beneficially owned"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Shared dispositive power financial

"Shared Dispositive Power 8,184,277.00"

Investment Adviser (IA) regulatory

"Wellington Management Company LLP - IA"

An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.

Parent holding company (HC) regulatory

"Wellington Group Holdings LLP - HC"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Wellington report in AAON (AAON)?

Wellington reports beneficial ownership of 8,184,277 shares, equal to 10.03% of AAON common stock. This figure appears in Item 4 and on the attached cover pages in Amendment No. 3.

Which Wellington entities are named in the Schedule 13G/A for AAON?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons, with corporate ownership relationships described in Item 7.

How much voting power does Wellington report for AAON?

The filing shows shared voting power of 6,833,594 shares and shared dispositive power of 8,184,277 shares on the attached cover pages and Item 4 responses.

When was the amendment signed and filed?

The signatures on the Schedule 13G/A are dated 05/07/2026, and the cover references Amendment No. 3 with a date of 04/30/2026 on the filing excerpt.

Does the filing identify clients or beneficiaries holding more than 5% of AAON?

The filing states that record owners are clients of Wellington advisers and that no client is known to hold more than 5% of the class; Item 6 lists that specific statement as "Not Applicable."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/07/2026 - 09:04 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

AAON, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

000360206

(CUSIP Number)

04/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 000360206

1

Names of Reporting Persons

Wellington Management Group LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,833,594.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,184,277.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,184,277.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.0 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 000360206

1

Names of Reporting Persons

Wellington Group Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,833,594.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,184,277.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,184,277.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.0 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 000360206

1

Names of Reporting Persons

Wellington Investment Advisors Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,833,594.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,184,277.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,184,277.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.0 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 000360206

1

Names of Reporting Persons

Wellington Management Company LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,509,612.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 7,109,381.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,184,277.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.7 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: AAON, Inc.
(b)	Address of issuer's principal executive offices: 2425 South Yukon, Tulsa OK 74107
Item 2.
(a)	Name of person filing: Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP
(b)	Address or principal business office or, if none, residence: c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)	Citizenship: Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 000360206
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the responses to Item 9 on the attached cover pages.
(b)	Percent of class: 10.03 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: See the responses to Item 6 on the attached cover pages.
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: See the responses to Item 8 on the attached cover pages.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows: Not Applicable.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G. Wellington Group Holdings LLP - HC Wellington Investment Advisors LLP - HC Wellington Management Global Holdings, Ltd. - HC One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP - IA Wellington Management Canada LLC - IA Wellington Management Singapore Pte Ltd - IA Wellington Management Hong Kong Ltd - IA Wellington Management International Ltd - IA Wellington Management Japan Pte Ltd - IA Wellington Management Australia Pty Ltd - IA The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wellington Management Group LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/07/2026

Wellington Group Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/07/2026

Wellington Investment Advisors Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/07/2026

Wellington Management Company LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/07/2026