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, Q1 2022
Institutional positions in Smith A O Corp as of Mar 31, 2022. 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
- 589
- +14 vs. Q4 2021
- Shares held
- 121.1M
- +427.3K (+0.4%) vs. Q4 2021
- Total value
- $7.61B
- −$2.71B (−26.3%) vs. Q4 2021
- New holders
- 82
- 224 more added
- Sold out
- 68
- 198 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 595 | $38.0K | 0.02% | +487+450.9% | Added |
| Parallel Advisors, LLC | 563 | $37.0K | 0.00% | −37−6.2% | Reduced |
| Resources Management Corp | 550 | $35.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 513 | $33.0K | 0.00% | +509+12,725.0% | Added |
| Glen Eagle Advisors, LLC | 508 | $32.5K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 500 | $32.0K | 0.00% | −81,253−99.4% | Reduced |
| Artemis Wealth Advisors, LLC | 477 | $30.0K | 0.00% | −120−20.1% | Reduced |
| Gradient Investments LLC | 432 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 440 | $28.0K | 0.00% | +288+189.5% | Added |
| Centerpoint Advisors, LLC | 435 | $28.0K | 0.01% | +435 | New |
| CFS Investment Advisory Services, LLC | 1,716,788 | $27.0K | 0.12% | +1,689,818+6,265.5% | Added |
| Evoke Wealth, LLC | 426 | $27.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 390 | $25.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 375 | $24.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 362 | $23.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 339 | $22.0K | 0.01% | +239+239.0% | Added |
| Washington Trust Co | 303 | $19.0K | 0.00% | −146−32.5% | Reduced |
| Quent Capital, LLC | 279 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 266 | $17.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 265 | $17.0K | 0.00% | −2−0.7% | Reduced |
| Gemmer Asset Management LLC | 266 | $16.0K | 0.00% | +8+3.1% | Added |
| TCI Wealth Advisors, Inc. | 248 | $16.0K | 0.00% | +2+0.8% | Added |
| Tilia Fiduciary Partners, Inc. | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 250 | $16.0K | 0.00% | −180−41.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 238 | $15.0K | 0.00% | −1,523−86.5% | Reduced |
| JJJ Advisors Inc. | 229 | $15.0K | 0.00% | −12−5.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $13.0K | 0.01% | −630−75.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $13.0K | 0.01% | +200 | New |
| Caldwell Trust Co | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 193 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 195 | $12.0K | 0.00% | +158+427.0% | Added |
| Global Retirement Partners, LLC | 208 | $12.0K | 0.00% | +208 | New |
| Northwest Investment Counselors, LLC | 172 | $11.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $10.0K | 0.01% | +150 | New |
| Key Financial Inc | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 117 | $7.00K | 0.00% | −11−8.6% | Reduced |
| Valley National Advisers Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 108 | $7.00K | 0.00% | +108 | New |
| Glassman Wealth Services | 101 | $6.00K | 0.00% | −7−6.5% | Reduced |
| Parkside Financial Bank & Trust | 85 | $6.00K | 0.00% | +38+80.9% | Added |
| GPS Wealth Strategies Group, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $5.00K | 0.00% | +6+8.6% | Added |
| Ancora Advisors, LLC | 84 | $5.00K | 0.00% | +76+950.0% | Added |
| Zions Bancorporation, N.A. | 67 | $4.00K | 0.00% | −73−52.1% | Reduced |
| Country Trust Bank | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $4.00K | 0.00% | −3−5.2% | Reduced |
| Sandy Spring Bank | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 54 | $3.00K | 0.00% | +54 | New |
| Sofos Investments, Inc. | 64 | $3.00K | 0.00% | +64 | New |
| Cordant, Inc. | 48 | $3.00K | 0.00% | +48 | New |
| TCWP LLC | 58 | $3.00K | 0.00% | +58 | New |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.00K | 0.00% | +39 | New |
| EverSource Wealth Advisors, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 25 | $2.00K | 0.00% | +25 | New |
| CVA Family Office, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $1.00K | 0.00% | −3−13.0% | Reduced |
| Baystate Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $1.00K | 0.00% | +13+130.0% | Added |
| MCF Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| GoalVest Advisory LLC | 9 | $1.00K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 15 | $958 | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12 | $767 | 0.00% | −20−62.5% | Reduced |
| Sutton Wealth Advisors Inc. | 12 | $767 | 0.00% | +2+20.0% | Added |
| West Paces Advisors Inc. | 4 | $256 | 0.00% | +4 | New |
| Sageworth Trust Co of South Dakota | 5 | $0 | 0.00% | −35−87.5% | Reduced |
| 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 |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4 | $0 | 0.00% | +4 | New |
| GW&K Investment Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Carmichael Hill & Associates, Inc. | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Fundsmith LLPSuperinvestorFundsmith | 0 | $0 | 0.00% | −1,778,319−100.0% | Sold out |
| Fiduciary Management Inc | 0 | $0 | 0.00% | −462,576−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −183,752−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −159,029−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −62,189−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −49,574−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −39,555−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −45,013−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −33,364−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −32,064−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −22,170−100.0% | Sold out |