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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 2022

Institutional positions in Smith A O Corp as of Dec 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
533
+3 vs. Q3 2022
Shares held
115.6M
−3.36M (−2.8%) vs. Q3 2022
Total value
$6.62B
+$835.9M (+14.5%) vs. Q3 2022
New holders
69
185 more added
Sold out
66
199 more reduced

10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 533 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 2022: $6.62B
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 2022

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2022.

Institutions holding AOS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC4$860.00%+4New
My Personal CFO, LLC4$2290.00%+4New
Carolinas Wealth Consulting LLC5$2860.00%00.0%Unchanged
True Wealth Design, LLC5$2860.00%+5New
Carmichael Hill & Associates, Inc.6$3430.00%00.0%Unchanged
TFC Financial Management7$4030.00%00.0%Unchanged
North Star Investment Management Corp.8$4580.00%+8New
Baker Avenue Asset Management, LP8$4580.00%+8New
MCF Advisors LLC10$5720.00%00.0%Unchanged
Comerica Securities,inc.10$5720.00%+10New
EWG Elevate Inc.10$5720.00%+10New
Accel Wealth Management13$7480.00%00.0%Unchanged
Raffa Wealth Management, LLC15$8590.00%00.0%Unchanged
Front Row Advisors LLC24$1.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC10$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP14$1.00K0.00%+14New
AdvisorNet Financial, Inc19$1.09K0.00%+19New
CoreCap Advisors, LLC22$1.26K0.00%+22New
Sutton Wealth Advisors Inc.23$1.32K0.00%00.0%Unchanged
Colonial Trust Advisors23$1.32K0.00%+23New
Disciplined Investments, LLC25$1.43K0.00%−4−13.8%Reduced
Bogart Wealth, LLC26$1.47K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC26,074$1.49K0.00%−324−1.2%Reduced
SJS Investment Consulting Inc.28$1.60K0.00%+14+100.0%Added
Global Financial Private Client, LLC30$1.72K0.00%00.0%Unchanged
Trust Co of Vermont30$1.72K0.00%00.0%Unchanged
Schubert & Co31$1.77K0.00%+8+34.8%Added
Concord Wealth Partners32$1.83K0.00%+32New
Sierra Capital LLC35$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC304$2.00K0.00%+304New
Harbour Investments, Inc.35$2.00K0.00%+2+6.1%Added
St Germain D J Co Inc39,188$2.24K0.00%+39,188New
Financial Management Professionals, Inc.55$3.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.53$3.03K0.00%−69−56.6%Reduced
Lindbrook Capital, LLC54$3.09K0.00%+38+237.5%Added
Trustcore Financial Services, LLC54$3.09K0.00%+54New
Harbor Investment Advisory, LLC67$3.83K0.00%00.0%Unchanged
Bell Investment Advisors, Inc68$3.89K0.00%+48+240.0%Added
M&R Capital Management Inc71$4.07K0.00%−579−89.1%Reduced
Hexagon Capital Partners LLC72$4.12K0.00%−6−7.7%Reduced
Heritage Wealth Management, LLC78$4.46K0.00%+39+100.0%Added
Orion Capital Management LLC80$4.58K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC82$4.69K0.00%+82New
Farmers & Merchants Investments Inc86$4.92K0.00%00.0%Unchanged
Ancora Advisors, LLC84$5.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.96$5.50K0.00%+1+1.1%Added
MV Capital Management, Inc.102$5.84K0.00%+35+52.2%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.100$6.00K0.05%−100−50.0%Reduced
AlphaMark Advisors, LLC100$6.00K0.00%00.0%Unchanged
Birch Capital Management, LLC108$6.20K0.00%00.0%Unchanged
Key Financial Inc133$6.46K0.00%00.0%Unchanged
Valley National Advisers Inc113$7.00K0.00%00.0%Unchanged
Clear Street Markets LLC127$7.00K0.00%+126+12,600.0%Added
EverSource Wealth Advisors, LLC133$7.61K0.00%−69−34.2%Reduced
Washington Trust Co134$7.67K0.00%−169−55.8%Reduced
SOA Wealth Advisors, LLC.138$7.90K0.00%−4−2.8%Reduced
Freedom Wealth Alliance, LLC150$8.59K0.01%+150New
DT Investment Partners, LLC164$9.39K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC172$9.85K0.00%00.0%Unchanged
Glassman Wealth Services179$10.2K0.00%−3−1.6%Reduced
Versant Capital Management, Inc180$10.3K0.00%00.0%Unchanged
Farther Finance Advisors, LLC184$10.5K0.00%+184New
Newbridge Financial Services Group, Inc.200$11.4K0.01%00.0%Unchanged
Caldwell Trust Co200$11.4K0.00%00.0%Unchanged
Parkside Financial Bank & Trust202$11.6K0.00%−42−17.2%Reduced
JFS Wealth Advisors, LLC204$11.7K0.00%+42+25.9%Added
Global Retirement Partners, LLC204$11.7K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc210$12.0K0.00%−6−2.8%Reduced
TD Private Client Wealth LLC229$13.1K0.00%+7+3.2%Added
Addison Advisors LLC236$13.5K0.01%−58−19.7%Reduced
Steward Partners Investment Advisory, LLC238$13.6K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.250$14.3K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC250$14.3K0.00%+250New
Baillie Gifford & Co263$15.1K0.00%00.0%Unchanged
JJJ Advisors Inc.250$15.3K0.00%−5−2.0%Reduced
Private Trust Co NA274$16.0K0.00%+2+0.7%Added
Quadrant Capital Group LLC294$16.8K0.00%+157+114.6%Added
Money Concepts Capital Corp300$17.2K0.00%+285+1,900.0%Added
Quent Capital, LLC329$18.8K0.00%+68+26.1%Added
Arrow Financial Corp390$22.0K0.00%00.0%Unchanged
Whittier Trust Co390$22.3K0.00%00.0%Unchanged
Spire Wealth Management412$24.0K0.00%−1,591−79.4%Reduced
Centerpoint Advisors, LLC435$25.0K0.01%00.0%Unchanged
Gradient Investments LLC440$25.2K0.00%00.0%Unchanged
Resources Management Corp450$26.0K0.00%−200−30.8%Reduced
Glen Eagle Advisors, LLC508$29.1K0.01%00.0%Unchanged
Huntington National Bank511$29.2K0.00%−12,013−95.9%Reduced
U.S. Capital Wealth Advisors, LLC559$32.0K0.00%+559New
Harvest Fund Management Co., Ltd566$32.0K0.01%00.0%Unchanged
Artemis Wealth Advisors, LLC602$34.0K0.01%+3+0.5%Added
Parallel Advisors, LLC636$36.4K0.00%+112+21.4%Added
BI Asset Management Fondsmaeglerselskab A/S665$38.0K0.00%+665New
Signaturefd, LLC686$39.3K0.00%+57+9.1%Added
Zullo Investment Group, Inc.790$45.2K0.03%+50+6.8%Added
Truvestments Capital LLC800$45.8K0.03%+800New
Sentry Investment Management LLC842$48.0K0.02%00.0%Unchanged
Advisory Services Network, LLC876$50.1K0.00%+876New
Brown, Lisle/Cummings, Inc.920$52.7K0.03%00.0%Unchanged
Umb Bank N A1,088$62.0K0.00%00.0%Unchanged
Park Place Capital Corp1,130$65.0K0.02%+1,130New