Wellington reports 5.77M AAON (AAON) shares, about a 7% ownership stake

Rhea-AI Filing Summary

AAON, Inc. is reported to have a significant shareholder group led by Wellington Management Group LLP and related entities, which together beneficially own 5,772,476 shares of AAON common stock, representing 7.05% of the class. These shares are held for advisory clients of various Wellington investment advisers.

The Wellington entities report no sole voting or dispositive power over AAON shares, instead disclosing shared voting power over 4,660,443 shares and shared dispositive power over 5,772,476 shares at the group level. Each underlying client is stated to hold less than five percent of the class.

Key Figures

Shares beneficially owned: 5,772,476 shares Percent of class: 7.05% Shared voting power: 4,660,443 shares +4 more

7 metrics

Shares beneficially owned 5,772,476 shares AAON common stock beneficially owned by Wellington-related entities

Percent of class 7.05% Aggregate AAON common stock ownership reported in Item 4(b)

Shared voting power 4,660,443 shares AAON shares over which Wellington group reports shared voting power

Shared dispositive power 5,772,476 shares AAON shares over which Wellington group reports shared dispositive power

Wellington Management Company LLP shared voting 4,415,413 shares AAON shares with shared voting power at Wellington Management Company LLP level

Wellington Management Company LLP shared dispositive 4,925,588 shares AAON shares with shared dispositive power at Wellington Management Company LLP level

Wellington Management Company LLP percent 6.0% Percent of AAON common stock reported on that entity’s cover page

Key Terms

beneficially owned, shared voting power, shared dispositive power, parent holding company, +2 more

6 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"5 | Sole Voting Power 0.00 6 | Shared Voting Power 4,660,443.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power 5,772,476.00"

parent holding company financial

"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"

investment advisers financial

"One or more of the following investment advisers (the "Wellington Investment Advisers")"

percent of class financial

"Item 4. | Ownership (b) | Percent of class: 7.05 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

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

Wellington-related entities report beneficial ownership of 5,772,476 AAON common shares, representing 7.05% of the outstanding class. The shares are held for clients of Wellington investment advisers rather than directly by the Wellington entities themselves.

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

The Wellington entities report shared voting power over 4,660,443 AAON shares and no sole voting power. Voting authority is exercised on a shared basis for client accounts advised by Wellington investment advisers, consistent with their role as institutional managers.

What dispositive power over AAON (AAON) shares is disclosed by Wellington?

Wellington-related entities disclose shared dispositive power over 5,772,476 AAON shares and no sole dispositive power. This means decisions to sell or otherwise dispose of these shares are made on a shared basis for the advisory clients that own the securities.

Are any single Wellington client accounts over 5% of AAON (AAON)?

The filing states that no single client of the Wellington investment advisers is known to have the right to dividends or sale proceeds with respect to more than five percent of the AAON common stock class referenced in this report.

Which Wellington entities are listed as reporting persons for the AAON (AAON) stake?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. They report indirect beneficial ownership through client accounts they control or advise.

What percentage of AAON (AAON) does Wellington Management Company LLP specifically report?

Wellington Management Company LLP reports shared voting power over 4,415,413 AAON shares and shared dispositive power over 4,925,588 shares, corresponding on its cover page to 6.0% of the AAON common stock outstanding.

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

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Available on EDGAR 08/13/2026 - 04:10 PM Accepted by SEC EDGAR 08/13/2026 - 04:08 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

AAON, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

000360206

(CUSIP Number)

06/30/2026

(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 4,660,443.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,772,476.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,772,476.00

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)

7.0 %

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 4,660,443.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,772,476.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,772,476.00

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)

7.0 %

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 4,660,443.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,772,476.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,772,476.00

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)

7.0 %

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 4,415,413.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,925,588.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,772,476.00

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)

6.0 %

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: 7.05 %
(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:	08/14/2026

Wellington Group Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	08/14/2026

Wellington Investment Advisors Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	08/14/2026

Wellington Management Company LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	08/14/2026