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 |
|---|---|---|---|---|---|
| Foundry Partners, LLC | 4,400 | $269.0K | 0.01% | −4,818−52.3% | Reduced |
| Orion Portfolio Solutions, LLC | 4,374 | $267.0K | 0.01% | +4,374 | New |
| Donaldson Capital Management, LLC | 4,360 | $266.0K | 0.01% | −1,898−30.3% | Reduced |
| Insight Folios Inc | 4,326 | $264.0K | 0.15% | +462+12.0% | Added |
| Park Avenue Securities LLC | 4,195 | $256.0K | 0.01% | −469−10.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,200 | $256.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,154 | $254.0K | 0.01% | −67−1.6% | Reduced |
| Keybank National Association | 4,130 | $252.0K | 0.00% | +4,130 | New |
| Banque Cantonale Vaudoise | 4,089 | $249.0K | 0.01% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 4,045 | $247.0K | 0.01% | −404−9.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,043 | $247.0K | 0.01% | −121−2.9% | Reduced |
| Cigna Investments Inc | 4,054 | $247.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,000 | $244.0K | 0.01% | −57−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 4,000 | $244.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 3,985 | $243.0K | 0.07% | +11+0.3% | Added |
| Somerset Trust Co | 3,965 | $242.0K | 0.10% | −76−1.9% | Reduced |
| Diversified Trust Co | 3,862 | $236.0K | 0.01% | +3,862 | New |
| IBM Retirement Fund | 3,720 | $227.0K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,712 | $227.0K | 0.11% | +75+2.1% | Added |
| Patron Partners Advisors, LLC | 3,672 | $224.0K | 0.16% | +279+8.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,654 | $223.0K | 0.02% | +154+4.4% | Added |
| Horizon Investments, LLC | 3,653 | $222.0K | 0.01% | −674−15.6% | Reduced |
| NuWave Investment Management, LLC | 3,602 | $220.0K | 0.25% | +3,602 | New |
| FORA Capital, LLC | 3,599 | $220.0K | 0.06% | +3,599 | New |
| Prescott Group Capital Management, L.L.C. | 3,567 | $218.0K | 0.06% | +3,567 | New |
| Moors & Cabot, Inc. | 3,571 | $217.0K | 0.01% | −41−1.1% | Reduced |
| Lumature Wealth Partners, LLC | 3,403 | $208.0K | 0.09% | +682+25.1% | Added |
| Jackson Creek Investment Advisors LLC | 3,387 | $207.0K | 0.08% | −133−3.8% | Reduced |
| Fulton Bank, N.A. | 3,366 | $206.0K | 0.01% | +479+16.6% | Added |
| Groesbeck Investment Management Corp | 3,280 | $200.0K | 0.23% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 3,275 | $200.0K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,080 | $188.0K | 0.03% | +100+3.4% | Added |
| Group One Trading, L.P. | 3,084 | $188.0K | 0.00% | +3,000+3,571.4% | Added |
| Captrust Financial Advisors | 2,914 | $178.0K | 0.00% | −703−19.4% | Reduced |
| IFP Advisors, Inc | 2,764 | $171.0K | 0.00% | −53−1.9% | Reduced |
| Natixis Investment Managers International | 2,704 | $165.0K | 0.01% | +2,704 | New |
| Hexagon Capital Partners LLC | 2,354 | $144.0K | 0.04% | +126+5.7% | Added |
| IndexIQ Advisors LLC | 2,317 | $141.0K | 0.00% | +98+4.4% | Added |
| Arkadios Wealth Advisors | 2,161 | $132.0K | 0.02% | +22+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,138 | $131.0K | 0.00% | −227−9.6% | Reduced |
| Fieldpoint Private Securities, LLC | 2,017 | $123.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 1,988 | $121.0K | 0.00% | −289−12.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,965 | $120.0K | 0.01% | −46−2.3% | Reduced |
| Proequities, Inc. | 1,794 | $110.0K | 0.01% | −1,119−38.4% | Reduced |
| Smithfield Trust Co | 1,708 | $103.0K | 0.01% | −1,812−51.5% | Reduced |
| Private Capital Group, LLC | 1,471 | $90.0K | 0.02% | +253+20.8% | Added |
| Simplex Trading, LLC | 1,246 | $89.0K | 0.00% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 1,446 | $88.0K | 0.01% | −439−23.3% | Reduced |
| Fortis Advisors, LLC | 1,328 | $81.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $79.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,210 | $74.0K | 0.03% | −310−20.4% | Reduced |
| Sentry Investment Management LLC | 1,175 | $72.0K | 0.02% | −172−12.8% | Reduced |
| BBVA USA | 959 | $59.0K | 0.00% | −187−16.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 953 | $58.0K | 0.00% | +953 | New |
| Herold Advisors, Inc. | 930 | $56.0K | 0.02% | +930 | New |
| Eagle Bay Advisors LLC | 882 | $53.0K | 0.03% | +834+1,737.5% | Added |
| CX Institutional | 783 | $48.0K | 0.00% | −240−23.5% | Reduced |
| First Horizon Advisors, Inc. | 755 | $45.0K | 0.00% | +102+15.6% | Added |
| M&R Capital Management Inc | 650 | $39.0K | 0.01% | +50+8.3% | Added |
| FourThought Financial, LLC | 630 | $38.0K | 0.01% | −22−3.4% | Reduced |
| Parallel Advisors, LLC | 589 | $36.0K | 0.00% | +18+3.2% | Added |
| Resources Management Corp | 550 | $34.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 552 | $34.0K | 0.00% | +43+8.4% | Added |
| Artemis Wealth Advisors, LLC | 519 | $32.0K | 0.00% | +197+61.2% | Added |
| Glen Eagle Advisors, LLC | 508 | $31.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 474 | $29.0K | 0.00% | +174+58.0% | Added |
| TD Private Client Wealth LLC | 431 | $26.3K | 0.00% | −1,412−76.6% | Reduced |
| Gradient Investments LLC | 432 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 426 | $26.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 407 | $25.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 390 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 375 | $23.0K | 0.00% | −100−21.1% | Reduced |
| Northern Oak Wealth Management Inc | 362 | $22.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 350 | $21.0K | 0.00% | +69+24.6% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Caldwell Trust Co | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 193 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $11.0K | 0.00% | +136+230.5% | Added |
| Ellevest, Inc. | 144 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |