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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 3,900 | $223.2K | 0.08% | +3,900 | New |
| Metis Global Partners, LLC | 3,893 | $222.8K | 0.02% | +3,893 | New |
| Laurel Wealth Advisors, Inc. | 3,842 | $220.0K | 0.02% | +3,842 | New |
| National Bank of Canada | 3,817 | $218.5K | 0.00% | +3,237+558.1% | Added |
| Natixis Investment Managers International | 3,654 | $209.2K | 0.02% | −494−11.9% | Reduced |
| CWM, LLC | 3,618 | $207.0K | 0.00% | −1,406−28.0% | Reduced |
| Spears Abacus Advisors LLC | 3,549 | $203.1K | 0.02% | +3,549 | New |
| Eagle Bay Advisors LLC | 3,502 | $200.5K | 0.11% | +2,720+347.8% | Added |
| Lazard Asset Management LLC | 3,376 | $192.0K | 0.00% | +8+0.2% | Added |
| Ronald Blue Trust, Inc. | 3,849 | $187.0K | 0.00% | +1,851+92.6% | Added |
| Vestcor Inc | 3,049 | $175.0K | 0.01% | −5,504−64.4% | Reduced |
| Meeder Asset Management Inc | 3,009 | $172.2K | 0.02% | −1,525−33.6% | Reduced |
| Ameliora Wealth Management Ltd. | 2,894 | $165.7K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 2,712 | $155.0K | 0.13% | +336+14.1% | Added |
| Geneos Wealth Management Inc. | 2,700 | $154.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,649 | $151.0K | 0.01% | −6,884−72.2% | Reduced |
| Kepos Capital LP | 2,580 | $148.0K | 0.02% | −797−23.6% | Reduced |
| Picton Mahoney Asset Management | 2,552 | $146.0K | 0.01% | +2,552 | New |
| Proequities, Inc. | 2,365 | $135.4K | 0.01% | +178+8.1% | Added |
| Ci Investments Inc. | 2,277 | $130.0K | 0.00% | +327+16.8% | Added |
| Horizon Bancorp Inc | 2,136 | $122.0K | 0.07% | +2,136 | New |
| Johnson Financial Group, Inc. | 2,122 | $121.5K | 0.01% | +437+25.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,987 | $113.7K | 0.00% | +58+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,956 | $112.0K | 0.01% | −6−0.3% | Reduced |
| Seeyond | 1,863 | $106.6K | 0.01% | −24,742−93.0% | Reduced |
| Archer Investment Corp | 1,600 | $91.6K | 0.04% | +300+23.1% | Added |
| Smithfield Trust Co | 1,570 | $90.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,470 | $84.1K | 0.00% | +1,470 | New |
| Ellevest, Inc. | 1,376 | $78.8K | 0.01% | −56−3.9% | Reduced |
| Larson Financial Group LLC | 1,364 | $78.1K | 0.01% | +7+0.5% | Added |
| Belpointe Asset Management LLC | 1,296 | $74.2K | 0.00% | +1,296 | New |
| Optimum Investment Advisors | 1,212 | $69.4K | 0.04% | +1+0.1% | Added |
| Highlander Capital Management, LLC | 1,200 | $69.0K | 0.04% | +1,200 | New |
| Park Place Capital Corp | 1,130 | $65.0K | 0.02% | +1,130 | New |
| Umb Bank N A | 1,088 | $62.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 920 | $52.7K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 876 | $50.1K | 0.00% | +876 | New |
| Sentry Investment Management LLC | 842 | $48.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 800 | $45.8K | 0.03% | +800 | New |
| Zullo Investment Group, Inc. | 790 | $45.2K | 0.03% | +50+6.8% | Added |
| Signaturefd, LLC | 686 | $39.3K | 0.00% | +57+9.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 665 | $38.0K | 0.00% | +665 | New |
| Parallel Advisors, LLC | 636 | $36.4K | 0.00% | +112+21.4% | Added |
| Artemis Wealth Advisors, LLC | 602 | $34.0K | 0.01% | +3+0.5% | Added |
| Harvest Fund Management Co., Ltd | 566 | $32.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 559 | $32.0K | 0.00% | +559 | New |
| Huntington National Bank | 511 | $29.2K | 0.00% | −12,013−95.9% | Reduced |
| Glen Eagle Advisors, LLC | 508 | $29.1K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 450 | $26.0K | 0.00% | −200−30.8% | Reduced |
| Gradient Investments LLC | 440 | $25.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 435 | $25.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 412 | $24.0K | 0.00% | −1,591−79.4% | Reduced |
| Whittier Trust Co | 390 | $22.3K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 390 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $18.8K | 0.00% | +68+26.1% | Added |
| Money Concepts Capital Corp | 300 | $17.2K | 0.00% | +285+1,900.0% | Added |
| Quadrant Capital Group LLC | 294 | $16.8K | 0.00% | +157+114.6% | Added |
| Private Trust Co NA | 274 | $16.0K | 0.00% | +2+0.7% | Added |
| JJJ Advisors Inc. | 250 | $15.3K | 0.00% | −5−2.0% | Reduced |
| Baillie Gifford & Co | 263 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 250 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 250 | $14.3K | 0.00% | +250 | New |
| Steward Partners Investment Advisory, LLC | 238 | $13.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 236 | $13.5K | 0.01% | −58−19.7% | Reduced |
| TD Private Client Wealth LLC | 229 | $13.1K | 0.00% | +7+3.2% | Added |
| Whittier Trust Co of Nevada Inc | 210 | $12.0K | 0.00% | −6−2.8% | Reduced |
| Global Retirement Partners, LLC | 204 | $11.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 204 | $11.7K | 0.00% | +42+25.9% | Added |
| Parkside Financial Bank & Trust | 202 | $11.6K | 0.00% | −42−17.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 184 | $10.5K | 0.00% | +184 | New |
| Versant Capital Management, Inc | 180 | $10.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 179 | $10.2K | 0.00% | −3−1.6% | Reduced |
| Northwest Investment Counselors, LLC | 172 | $9.85K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 164 | $9.39K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 150 | $8.59K | 0.01% | +150 | New |
| SOA Wealth Advisors, LLC. | 138 | $7.90K | 0.00% | −4−2.8% | Reduced |
| Washington Trust Co | 134 | $7.67K | 0.00% | −169−55.8% | Reduced |
| EverSource Wealth Advisors, LLC | 133 | $7.61K | 0.00% | −69−34.2% | Reduced |
| Valley National Advisers Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 127 | $7.00K | 0.00% | +126+12,600.0% | Added |
| Key Financial Inc | 133 | $6.46K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 108 | $6.20K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 100 | $6.00K | 0.05% | −100−50.0% | Reduced |
| AlphaMark Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 102 | $5.84K | 0.00% | +35+52.2% | Added |
| TCI Wealth Advisors, Inc. | 96 | $5.50K | 0.00% | +1+1.1% | Added |
| Ancora Advisors, LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $4.92K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 82 | $4.69K | 0.00% | +82 | New |
| Orion Capital Management LLC | 80 | $4.58K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 78 | $4.46K | 0.00% | +39+100.0% | Added |
| Hexagon Capital Partners LLC | 72 | $4.12K | 0.00% | −6−7.7% | Reduced |
| M&R Capital Management Inc | 71 | $4.07K | 0.00% | −579−89.1% | Reduced |
| Bell Investment Advisors, Inc | 68 | $3.89K | 0.00% | +48+240.0% | Added |
| Harbor Investment Advisory, LLC | 67 | $3.83K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $3.09K | 0.00% | +38+237.5% | Added |
| Trustcore Financial Services, LLC | 54 | $3.09K | 0.00% | +54 | New |
| Zions Bancorporation, N.A. | 53 | $3.03K | 0.00% | −69−56.6% | Reduced |