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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Smith A O Corp as of Dec 31, 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
581
+56 vs. Q3 2021
Shares held
120.9M
−685.2K (−0.6%) vs. Q3 2021
Total value
$10.3B
+$2.91B (+39.1%) vs. Q3 2021
New holders
113
176 more added
Sold out
57
211 more reduced

9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 581 institutions
Q1 2021: 528 institutionsQ2 2021: 543 institutionsQ3 2021: 534 institutionsQ4 2021: 581 institutionsQ1 2022: 589 institutionsQ2 2022: 547 institutionsQ3 2022: 540 institutionsQ4 2022: 533 institutionsQ1 2023: 545 institutionsQ2 2023: 587 institutionsQ3 2023: 578 institutionsQ4 2023: 633 institutionsQ1 2024: 655 institutionsQ2 2024: 642 institutionsQ3 2024: 654 institutionsQ4 2024: 643 institutionsQ1 2025: 656 institutionsQ2 2025: 632 institutionsQ3 2025: 631 institutionsQ4 2025: 647 institutionsQ1 2026: 636 institutionsQ2 2026: 615 institutions
Value heldQ4 2021: $10.3B
Q1 2021: $8.29BQ2 2021: $8.63BQ3 2021: $7.44BQ4 2021: $10.3BQ1 2022: $7.61BQ2 2022: $6.36BQ3 2022: $5.79BQ4 2022: $6.62BQ1 2023: $7.90BQ2 2023: $8.21BQ3 2023: $7.44BQ4 2023: $9.18BQ1 2024: $10.2BQ2 2024: $9.08BQ3 2024: $9.87BQ4 2024: $7.55BQ1 2025: $7.28BQ2 2025: $7.14BQ3 2025: $7.82BQ4 2025: $7.86BQ1 2026: $7.76BQ2 2026: $7.90B
Institutions holding AOS and their total value by quarter
QuarterHoldersValue
Q2 2026615$7.90B
Q1 2026636$7.76B
Q4 2025647$7.86B
Q3 2025631$7.82B
Q2 2025632$7.14B
Q1 2025656$7.28B
Q4 2024643$7.55B
Q3 2024654$9.87B
Q2 2024642$9.08B
Q1 2024655$10.2B
Q4 2023633$9.18B
Q3 2023578$7.44B
Q2 2023587$8.21B
Q1 2023545$7.90B
Q4 2022533$6.62B
Q3 2022540$5.79B
Q2 2022547$6.36B
Q1 2022589$7.61B
Q4 2021581$10.3B
Q3 2021534$7.44B
Q2 2021543$8.63B
Q1 2021528$8.29B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2021.

Institutions holding AOS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Assetmark, Inc4$00.00%00.0%Unchanged
AdvisorNet Financial, Inc1$00.00%00.0%Unchanged
Tarbox Family Office, Inc.3$00.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$00.00%+3New
Curi Capital3$00.00%+3New
Amplius Wealth Advisors, LLC10$00.00%+10New
WestEnd Advisors, LLC1$850.00%––
Sutton Wealth Advisors Inc.10$8590.00%00.0%Unchanged
Sageworth Trust Co13$1.00K0.00%−47−78.3%Reduced
Baystate Wealth Management LLC10$1.00K0.00%00.0%Unchanged
Ancora Advisors, LLC8$1.00K0.00%00.0%Unchanged
TFC Financial Management7$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc13$1.00K0.00%+6+85.7%Added
MV Capital Management, Inc.10$1.00K0.00%+10New
Raffa Wealth Management, LLC15$1.29K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC23$2.00K0.00%00.0%Unchanged
Front Row Advisors LLC24$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC25$2.00K0.00%+25New
Schubert & Co23$2.00K0.00%+23New
CoreCap Advisors, LLC22$2.00K0.00%+22New
American Portfolios Advisors30$2.58K0.00%−32−51.6%Reduced
Global Financial Private Client, LLC30$2.58K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.32$2.75K0.00%−1−3.0%Reduced
Harbour Investments, Inc.33$3.00K0.00%−12−26.7%Reduced
Trust Co of Vermont30$3.00K0.00%+30New
JFS Wealth Advisors, LLC37$3.00K0.00%+37New
Sierra Capital LLC35$3.00K0.00%+35New
Sageworth Trust Co of South Dakota40$3.00K0.00%+40New
Parkside Financial Bank & Trust47$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC58$5.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC54$5.00K0.00%00.0%Unchanged
Country Trust Bank56$5.00K0.00%+56New
Sandy Spring Bank54$5.00K0.00%+54New
Optiver Holding B.V.96$6.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc71$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.70$6.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC66$6.00K0.00%+66New
NEXT Financial Group, Inc75$7.00K0.00%−8−9.6%Reduced
GPS Wealth Strategies Group, LLC85$7.00K0.00%00.0%Unchanged
Orion Capital Management LLC80$7.00K0.00%00.0%Unchanged
Arlington Partners LLC79$7.00K0.00%+79New
Jones Financial Companies LLLP107$9.00K0.00%00.0%Unchanged
Glassman Wealth Services108$9.00K0.00%+50+86.2%Added
Addison Advisors LLC100$9.00K0.01%+80+400.0%Added
Capital Analysts, LLC110$9.00K0.00%+110New
Aquatic Capital Management LLC100$9.00K0.02%+100New
Zullo Investment Group, Inc.108$9.00K0.00%+108New
Fortitude Advisory Group L.L.C.107$9.00K0.00%+107New
Valley National Advisers Inc113$10.0K0.00%00.0%Unchanged
Concord Wealth Partners121$10.0K0.00%+89+278.1%Added
Quadrant Capital Group LLC128$11.0K0.00%−115−47.3%Reduced
Key Financial Inc133$11.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.140$12.0K0.00%+73+109.0%Added
Providence Capital Advisors, LLC140$12.0K0.00%+140New
Confluence Wealth Services, Inc.143$12.0K0.00%+143New
Ellevest, Inc.152$13.0K0.00%+8+5.6%Added
Northwest Investment Counselors, LLC172$15.0K0.00%+172New
SOA Wealth Advisors, LLC.195$16.0K0.00%00.0%Unchanged
Versant Capital Management, Inc193$17.0K0.01%00.0%Unchanged
Caldwell Trust Co200$17.2K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc210$18.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.215$18.0K0.00%00.0%Unchanged
JJJ Advisors Inc.241$21.0K0.01%−31−11.4%Reduced
TCI Wealth Advisors, Inc.246$21.0K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.250$21.0K0.02%+250New
Gemmer Asset Management LLC258$22.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC266$23.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC267$23.0K0.00%00.0%Unchanged
Quent Capital, LLC279$24.0K0.01%+279New
Paragon Capital Management Ltd350$30.0K0.00%+350New
Northern Oak Wealth Management Inc362$31.0K0.00%00.0%Unchanged
Whittier Trust Co375$32.0K0.00%00.0%Unchanged
Arrow Financial Corp390$33.0K0.00%00.0%Unchanged
Ossiam396$34.0K0.00%−30,258−98.7%Reduced
TD Private Client Wealth LLC430$36.9K0.00%−1−0.2%Reduced
Gradient Investments LLC432$37.0K0.00%00.0%Unchanged
Evoke Wealth, LLC426$37.0K0.00%00.0%Unchanged
Simplex Trading, LLC449$38.0K0.00%−797−64.0%Reduced
Washington Trust Co449$39.0K0.00%+169+60.4%Added
Retirement Planning Co of New England, Inc.511$43.0K0.02%+511New
Glen Eagle Advisors, LLC508$43.6K0.01%00.0%Unchanged
Altshuler Shaham Ltd508$44.0K0.00%+508New
Resources Management Corp550$47.0K0.01%00.0%Unchanged
National Bank of Canada574$49.0K0.00%+574New
Capstone Investment Advisors, LLC577$50.0K0.00%−18,726−97.0%Reduced
Artemis Wealth Advisors, LLC597$51.0K0.01%+78+15.0%Added
Parallel Advisors, LLC600$52.0K0.00%+11+1.9%Added
FourThought Financial, LLC619$53.0K0.01%−11−1.7%Reduced
M&R Capital Management Inc650$55.0K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd765$65.0K0.01%+765New
Accel Wealth Management820$70.0K0.03%+820New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.830$71.0K0.03%+830New
State of Wyoming845$73.0K0.03%+845New
Dark Forest Capital Management LP859$74.0K0.03%+859New
Brown, Lisle/Cummings, Inc.920$79.0K0.04%+920New
Signaturefd, LLC960$82.0K0.00%+408+73.9%Added
First Horizon Advisors, Inc.1,080$91.0K0.00%+325+43.0%Added
Eagle Bay Advisors LLC1,142$98.0K0.06%+260+29.5%Added
Covestor Ltd1,157$99.0K0.14%+1,157New