AAON, Inc. ownership update: Wellington-affiliated entities report beneficial ownership of 7,977,164 shares, representing 9.78% of AAON common stock as of 03/31/2026. The filings show shared voting power of 6,622,941 and shared dispositive power figures across named Wellington entities.
The Schedule 13G/A lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP and Wellington Management Company LLP as reporting persons and describes the adviser/client ownership structure; signature dates appear on 05/15/2026.
Positive
None.
Negative
None.
Insights
Wellington holds a sub-10% passive stake in AAON, disclosed via Schedule 13G/A.
Wellington-affiliated entities report beneficial ownership of 7,977,164 shares (9.78%) with 6,622,941 shares of shared voting power. The filing describes record ownership by clients of the listed investment advisers.
The ownership is presented as aggregated across holding and adviser entities; cash-flow treatment and disposition intentions are not stated in the excerpt.
Key Figures
Beneficial ownership:7,977,164 sharesPercent of class:9.78 %Shared voting power:6,622,941 shares+3 more
6 metrics
Beneficial ownership7,977,164 sharesreported in Schedule 13G/A as of 03/31/2026
Percent of class9.78 %percent of AAON common stock reported in Item 4(b)
Shared voting power6,622,941 sharesshared voting power reported for Wellington entities
Shared dispositive power (example)7,977,164 sharesshared dispositive power figure shown on cover pages
Reporting date03/31/2026date tied to ownership figures on the cover
Signature date05/15/2026filing signed by Compliance Manager Matthew Revell
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
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 powerregulatory
"Shared Dispositive Power 7,977,164.00"
Parent holding companyfinancial
"Wellington Management Group LLP is owner of Wellington Group Holdings LLP"
Investment Advisers (IA)regulatory
"Wellington Management Company LLP - IA Wellington Management Canada LLC - IA"
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 2)
AAON, Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
000360206
(CUSIP Number)
03/31/2026
(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
6,622,941.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
7,977,164.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
7,977,164.00
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)
9.8 %
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
6,622,941.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
7,977,164.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
7,977,164.00
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)
9.8 %
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
6,622,941.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
7,977,164.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
7,977,164.00
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)
9.8 %
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
6,313,688.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
6,902,973.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
7,977,164.00
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)
8.5 %
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:
9.78 %
(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-affiliated entities report beneficial ownership of 7,977,164 shares, equal to 9.78% of AAON common stock as stated in the Schedule 13G/A filed for 03/31/2026. This ownership is held of record by clients of Wellington advisers.
Which Wellington entities are named as holders in the filing?
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 addresses c/o Wellington Management Company LLP in Boston, Massachusetts.
How much voting power does Wellington report for AAON?
The Schedule shows shared voting power of 6,622,941 shares among the Wellington entities. Sole voting and sole dispositive power are reported as 0 in the provided excerpt; shared dispositive power totals are disclosed in the cover responses.
Does the filing state Wellington will sell or buy AAON shares?
The excerpt provides beneficial ownership and power figures but does not state any intent to buy or sell or describe planned transactions. The Schedule 13G/A reflects current holdings as of 03/31/2026 with signatures dated 05/15/2026.
Are these holdings owned directly by Wellington or by clients?
The filing explains the shares are owned of record by clients of the Wellington Investment Advisers and that Wellington entities act as parent or adviser; client ownership and adviser relationships are described in Item 6 and Item 7 of the filing.
