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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, Q1 2023

Institutional positions in Smith A O Corp as of Mar 31, 2023. 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
545
+23 vs. Q4 2022
Shares held
114.3M
−1.17M (−1.0%) vs. Q4 2022
Total value
$7.90B
+$1.29B (+19.5%) vs. Q4 2022
New holders
71
176 more added
Sold out
48
204 more reduced

11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 545 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 heldQ1 2023: $7.90B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2022.

Institutions holding AOS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SkyView Investment Advisors, LLC7$00.00%+7New
Tfo-TDC, LLC1$690.00%−3−75.0%Reduced
Harbour Investments, Inc.2$1380.00%−33−94.3%Reduced
True Wealth Design, LLC5$3460.00%00.0%Unchanged
TFC Financial Management7$4870.00%00.0%Unchanged
North Star Investment Management Corp.8$5530.00%00.0%Unchanged
Baker Avenue Asset Management, LP8$5530.00%00.0%Unchanged
MCF Advisors LLC10$6920.00%00.0%Unchanged
Baystate Wealth Management LLC10$7020.00%00.0%Unchanged
Sutton Wealth Advisors Inc.12$8300.00%−11−47.8%Reduced
Accel Wealth Management13$9070.00%00.0%Unchanged
Avion Wealth27$1.00K0.00%+27New
Raffa Wealth Management, LLC15$1.04K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC17$1.18K0.00%+12+240.0%Added
Colonial Trust Advisors19$1.31K0.00%−4−17.4%Reduced
Morton Brown Family Wealth, LLC27$1.87K0.00%+27New
Front Row Advisors LLC24$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC29$2.00K0.00%+4+16.0%Added
Global Financial Private Client, LLC30$2.07K0.00%00.0%Unchanged
Trust Co of Vermont30$2.08K0.00%00.0%Unchanged
Concord Wealth Partners32$2.21K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$2.21K0.00%+4+14.3%Added
TD Waterhouse Canada Inc.35$2.55K0.00%+35New
AdvisorNet Financial, Inc38$2.63K0.00%+19+100.0%Added
Values First Advisors, Inc.43$2.98K0.00%+43New
Capital Advisors, Ltd. LLC38$3.00K0.00%−266−87.5%Reduced
GPS Wealth Strategies Group, LLC44$3.06K0.00%+44New
Schubert & Co51$3.53K0.00%+20+64.5%Added
Zions Bancorporation, N.A.53$3.67K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC67$4.63K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC82$4.69K0.00%00.0%Unchanged
Bokf, NA72$4.98K0.00%+72New
Financial Management Professionals, Inc.67$5.00K0.00%+12+21.8%Added
Householder Group Estate & Retirement Specialist, LLC73$5.00K0.00%+73New
Bogart Wealth, LLC75$5.17K0.00%+49+188.5%Added
Ameliora Wealth Management Ltd.80$5.53K0.00%−2,814−97.2%Reduced
Orion Capital Management LLC80$5.53K0.00%00.0%Unchanged
Ancora Advisors, LLC84$5.81K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc86$5.95K0.00%00.0%Unchanged
Hexagon Capital Partners LLC88$6.08K0.00%+16+22.2%Added
Bell Investment Advisors, Inc90$6.22K0.00%+22+32.4%Added
TCI Wealth Advisors, Inc.95$6.57K0.00%−1−1.0%Reduced
MV Capital Management, Inc.99$6.85K0.00%−3−2.9%Reduced
AlphaMark Advisors, LLC100$7.00K0.00%00.0%Unchanged
West Paces Advisors Inc.102$7.05K0.00%+102New
Birch Capital Management, LLC108$7.49K0.00%00.0%Unchanged
Lindbrook Capital, LLC110$7.61K0.00%+56+103.7%Added
Valley National Advisers Inc113$8.00K0.00%00.0%Unchanged
Hall Laurie J Trustee136$9.00K0.00%+136New
EverSource Wealth Advisors, LLC133$9.20K0.00%00.0%Unchanged
Key Financial Inc133$9.20K0.00%00.0%Unchanged
Washington Trust Co134$9.27K0.00%00.0%Unchanged
M&R Capital Management Inc134$9.29K0.00%+63+88.7%Added
SOA Wealth Advisors, LLC.138$9.55K0.00%00.0%Unchanged
Sageworth Trust Co152$10.5K0.00%+152New
DT Investment Partners, LLC164$11.5K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC172$11.9K0.00%00.0%Unchanged
Versant Capital Management, Inc180$12.4K0.00%00.0%Unchanged
Glassman Wealth Services183$12.7K0.00%+4+2.2%Added
Caldwell Trust Co200$13.8K0.00%00.0%Unchanged
Private Trust Co NA207$14.3K0.00%−67−24.5%Reduced
Parkside Financial Bank & Trust209$14.5K0.00%+7+3.5%Added
Whittier Trust Co of Nevada Inc210$14.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC227$15.7K0.00%+23+11.3%Added
TD Private Client Wealth LLC229$15.8K0.00%00.0%Unchanged
JJJ Advisors Inc.250$16.8K0.00%00.0%Unchanged
Clear Street Markets LLC250$17.0K0.00%+123+96.9%Added
Cary Street Partner Investment Advisory LLC250$17.3K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.250$17.3K0.02%00.0%Unchanged
Transamerica Financial Advisors, Inc.250$18.0K0.00%+250New
Baillie Gifford & Co289$20.0K0.00%+26+9.9%Added
BI Asset Management Fondsmaeglerselskab A/S292$20.0K0.00%−373−56.1%Reduced
Farther Finance Advisors, LLC291$20.1K0.01%+107+58.2%Added
Steward Partners Investment Advisory, LLC314$21.7K0.00%+76+31.9%Added
Newbridge Financial Services Group, Inc.317$21.9K0.01%+117+58.5%Added
Quent Capital, LLC329$22.8K0.00%00.0%Unchanged
Whittier Trust Co390$27.0K0.00%00.0%Unchanged
Arrow Financial Corp390$27.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC400$28.0K0.00%+400New
Centerpoint Advisors, LLC435$30.0K0.01%00.0%Unchanged
Gradient Investments LLC440$30.4K0.00%00.0%Unchanged
Addison Advisors LLC457$31.6K0.02%+221+93.6%Added
Quadrant Capital Group LLC477$33.0K0.00%+183+62.2%Added
Glen Eagle Advisors, LLC508$35.1K0.01%00.0%Unchanged
Huntington National Bank536$37.1K0.00%+25+4.9%Added
Artemis Wealth Advisors, LLC596$41.2K0.01%−6−1.0%Reduced
Parallel Advisors, LLC669$46.3K0.00%+33+5.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC676$46.7K0.00%+676New
Signaturefd, LLC686$47.4K0.00%00.0%Unchanged
Advisory Services Network, LLC732$50.6K0.00%−144−16.4%Reduced
Truvestments Capital LLC804$55.6K0.03%+4+0.5%Added
Sentry Investment Management LLC842$58.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC906$62.9K0.00%+702+344.1%Added
Brown, Lisle/Cummings, Inc.920$63.6K0.03%00.0%Unchanged
Caisse de Depot Et Placement du Quebec924$63.9K0.00%−15,989−94.5%Reduced
Park Place Capital Corp1,083$74.9K0.02%−47−4.2%Reduced
Umb Bank N A1,088$75.2K0.00%00.0%Unchanged
Highlander Capital Management, LLC1,200$83.0K0.04%00.0%Unchanged
Desjardins Global Asset Management Inc.1,197$83.0K0.01%+1,197New
Optimum Investment Advisors1,213$83.9K0.04%+1+0.1%Added