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Wellington discloses 6,839,277 AAON (AAON) shares held for clients

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

Rhea-AI Filing Summary

AAON, Inc. investor Wellington Management Group LLP reports beneficial ownership of 6,839,277 shares of AAON common stock, representing about 8.38% of the outstanding class as of 12/31/2025.

Wellington and related entities report no sole voting or dispositive power, with shared voting power over 5,693,799 shares and shared dispositive power over 6,839,277 shares. The shares are owned of record by advisory clients of Wellington-affiliated investment advisers, whose clients receive dividends and sale proceeds.

Wellington certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of AAON, and no single client is known to hold more than five percent of the class.

Positive

  • None.

Negative

  • None.





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)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What AAON (AAON) stake did Wellington report in this Schedule 13G/A?

Wellington reported beneficial ownership of 6,839,277 AAON common shares, representing about 8.38% of the outstanding class as of 12/31/2025. These shares are held for advisory clients of Wellington-affiliated investment advisers rather than directly by the Wellington entities themselves.

Which Wellington entities are reporting AAON (AAON) ownership in this filing?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons. They are organized in Massachusetts or Delaware and sit atop a structure of affiliated investment advisers managing AAON shares for clients.

How much voting power does Wellington report over AAON (AAON) shares?

Wellington and its related entities report shared voting power over 5,693,799 AAON shares and no sole voting power. They also report shared dispositive power over 6,839,277 shares, reflecting their authority, through advisers, to vote and dispose of client-held positions in AAON stock.

Are Wellington’s AAON (AAON) holdings intended to influence control of the company?

The certification states the AAON securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of AAON. It also notes they are not held in connection with any transaction aimed at obtaining control.

Who ultimately benefits from Wellington’s AAON (AAON) share ownership?

The AAON shares are owned of record by clients of Wellington-affiliated investment advisers. Those clients have the right to receive dividends and sale proceeds. Wellington notes that no such client is known to have rights over more than five percent of AAON’s common stock class.

What percentage of AAON (AAON) does Wellington say it owns on behalf of clients?

Item 4 of the filing reports that Wellington entities collectively beneficially own about 8.38% of AAON’s common stock. This percentage reflects client accounts managed by Wellington Investment Advisers that hold AAON shares, aggregated under the Wellington corporate structure.
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