STOCK TITAN

Wellington Group (NASDAQ: AAON) reports 10.03% stake in AAON

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

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.

Positive

  • None.

Negative

  • None.
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
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"





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





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



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

FAQ

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."