Smith A O Corp
AOS- Exchange
- NYSE
- Industry
- Household Appliances
- SEC CIK
- 0000091142
No open-market purchases or sales by Smith A O Corp insiders were filed in the last 90 days; 615 institutions reported holding it in 13F filings for Q2 2026, worth $7.90B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Smith A O Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 534
- −3 vs. Q2 2021
- Shares held
- 121.7M
- +7.19M (+6.3%) vs. Q2 2021
- Total value
- $7.44B
- −$803.1M (−9.7%) vs. Q2 2021
- New holders
- 67
- 205 more added
- Sold out
- 70
- 185 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AOS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 615 | $7.90B |
| Q1 2026 | 636 | $7.76B |
| Q4 2025 | 647 | $7.86B |
| Q3 2025 | 631 | $7.82B |
| Q2 2025 | 632 | $7.14B |
| Q1 2025 | 656 | $7.28B |
| Q4 2024 | 643 | $7.55B |
| Q3 2024 | 654 | $9.87B |
| Q2 2024 | 642 | $9.08B |
| Q1 2024 | 655 | $10.2B |
| Q4 2023 | 633 | $9.18B |
| Q3 2023 | 578 | $7.44B |
| Q2 2023 | 587 | $8.21B |
| Q1 2023 | 545 | $7.90B |
| Q4 2022 | 533 | $6.62B |
| Q3 2022 | 540 | $5.79B |
| Q2 2022 | 547 | $6.36B |
| Q1 2022 | 589 | $7.61B |
| Q4 2021 | 581 | $10.3B |
| Q3 2021 | 534 | $7.44B |
| Q2 2021 | 543 | $8.63B |
| Q1 2021 | 528 | $8.29B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $0 | 0.00% | +4 | New |
| Meridian Wealth Partners, LLC | 7 | $0 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $61 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 10 | $611 | 0.00% | −1−9.1% | Reduced |
| Raffa Wealth Management, LLC | 15 | $916 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| Addison Advisors LLC | 20 | $1.00K | 0.00% | +20 | New |
| Leonteq Securities AG | 29 | $1.77K | 0.00% | +29 | New |
| Global Financial Private Client, LLC | 30 | $1.84K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 37 | $2.00K | 0.00% | −214−85.3% | Reduced |
| Concord Wealth Partners | 32 | $2.00K | 0.00% | −88−73.3% | Reduced |
| Koshinski Asset Management, Inc. | 33 | $2.02K | 0.00% | +33 | New |
| Spectrum Management Group, LLC | 55 | $3.00K | 0.00% | −67,123−99.9% | Reduced |
| Parkside Financial Bank & Trust | 47 | $3.00K | 0.00% | −1,845−97.5% | Reduced |
| Lindbrook Capital, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $3.00K | 0.00% | +1+2.3% | Added |
| American Portfolios Advisors | 62 | $3.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 83 | $5.00K | 0.00% | −46−35.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 83 | $5.00K | 0.00% | +83 | New |
| Orion Capital Management LLC | 80 | $5.00K | 0.00% | +80 | New |
| Global Retirement Partners, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 104 | $6.00K | 0.01% | +104 | New |
| Optiver Holding B.V. | 96 | $6.00K | 0.00% | +96 | New |
| Valley National Advisers Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 144 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $11.0K | 0.00% | +136+230.5% | Added |
| Versant Capital Management, Inc | 193 | $12.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 215 | $13.0K | 0.00% | +15+7.5% | Added |
| Kowal Investment Group, LLC | 215 | $13.0K | 0.00% | +215 | New |
| TCI Wealth Advisors, Inc. | 246 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 243 | $15.0K | 0.00% | +112+85.5% | Added |
| Steward Partners Investment Advisory, LLC | 270 | $16.0K | 0.00% | −625−69.8% | Reduced |
| Gemmer Asset Management LLC | 258 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 266 | $16.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 267 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 281 | $17.0K | 0.00% | +12+4.5% | Added |
| JJJ Advisors Inc. | 272 | $17.0K | 0.01% | +20+7.9% | Added |
| Washington Trust Co | 280 | $17.0K | 0.00% | +280 | New |
| Berman Capital Advisors, LLC | 350 | $21.0K | 0.00% | +69+24.6% | Added |
| Northern Oak Wealth Management Inc | 362 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 375 | $23.0K | 0.00% | −100−21.1% | Reduced |
| Arrow Financial Corp | 390 | $24.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 407 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 432 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 426 | $26.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $26.3K | 0.00% | −1,412−76.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 474 | $29.0K | 0.00% | +174+58.0% | Added |
| Glen Eagle Advisors, LLC | 508 | $31.0K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 519 | $32.0K | 0.00% | +197+61.2% | Added |
| Resources Management Corp | 550 | $34.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 552 | $34.0K | 0.00% | +43+8.4% | Added |
| Parallel Advisors, LLC | 589 | $36.0K | 0.00% | +18+3.2% | Added |
| FourThought Financial, LLC | 630 | $38.0K | 0.01% | −22−3.4% | Reduced |
| M&R Capital Management Inc | 650 | $39.0K | 0.01% | +50+8.3% | Added |
| First Horizon Advisors, Inc. | 755 | $45.0K | 0.00% | +102+15.6% | Added |
| CX Institutional | 783 | $48.0K | 0.00% | −240−23.5% | Reduced |
| Eagle Bay Advisors LLC | 882 | $53.0K | 0.03% | +834+1,737.5% | Added |
| Herold Advisors, Inc. | 930 | $56.0K | 0.02% | +930 | New |
| Parallax Volatility Advisers, L.P. | 953 | $58.0K | 0.00% | +953 | New |
| BBVA USA | 959 | $59.0K | 0.00% | −187−16.3% | Reduced |
| Sentry Investment Management LLC | 1,175 | $72.0K | 0.02% | −172−12.8% | Reduced |
| Optimum Investment Advisors | 1,210 | $74.0K | 0.03% | −310−20.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $79.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,328 | $81.0K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,446 | $88.0K | 0.01% | −439−23.3% | Reduced |
| Simplex Trading, LLC | 1,246 | $89.0K | 0.00% | +1+0.1% | Added |
| Private Capital Group, LLC | 1,471 | $90.0K | 0.02% | +253+20.8% | Added |
| Smithfield Trust Co | 1,708 | $103.0K | 0.01% | −1,812−51.5% | Reduced |
| Proequities, Inc. | 1,794 | $110.0K | 0.01% | −1,119−38.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,965 | $120.0K | 0.01% | −46−2.3% | Reduced |
| Vestcor Inc | 1,988 | $121.0K | 0.00% | −289−12.7% | Reduced |
| Fieldpoint Private Securities, LLC | 2,017 | $123.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,138 | $131.0K | 0.00% | −227−9.6% | Reduced |
| Arkadios Wealth Advisors | 2,161 | $132.0K | 0.02% | +22+1.0% | Added |
| IndexIQ Advisors LLC | 2,317 | $141.0K | 0.00% | +98+4.4% | Added |
| Hexagon Capital Partners LLC | 2,354 | $144.0K | 0.04% | +126+5.7% | Added |
| Natixis Investment Managers International | 2,704 | $165.0K | 0.01% | +2,704 | New |
| IFP Advisors, Inc | 2,764 | $171.0K | 0.00% | −53−1.9% | Reduced |