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.
| 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 2023
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kessler Investment Group, LLC | 3,439 | $237.8K | 0.16% | +3,439 | New |
| Empirical Finance, LLC | 3,434 | $237.5K | 0.02% | +3,434 | New |
| Spears Abacus Advisors LLC | 3,402 | $235.2K | 0.02% | −147−4.1% | Reduced |
| Qsemble Capital Management, LP | 3,400 | $235.1K | 0.16% | +3,400 | New |
| LGT Financial Advisors LLC | 3,393 | $234.6K | 0.44% | +3,393 | New |
| Blair William & Co | 3,319 | $229.5K | 0.00% | +3,319 | New |
| Fort, L.P. | 3,258 | $225.3K | 0.58% | −2,348−41.9% | Reduced |
| Glenmede Trust Co NA | 3,161 | $218.6K | 0.00% | +3,161 | New |
| Ellevest, Inc. | 3,160 | $218.5K | 0.02% | +1,784+129.7% | Added |
| Wealth Alliance | 3,153 | $218.0K | 0.04% | +3,153 | New |
| Clarus Wealth Advisors | 3,361 | $217.1K | 0.14% | +3,361 | New |
| Gladius Capital Management LP | 3,111 | $215.1K | 0.07% | +3,111 | New |
| IFP Advisors, Inc | 3,331 | $211.7K | 0.01% | −778−18.9% | Reduced |
| Hudock, Inc. | 3,056 | $211.3K | 0.05% | +3,056 | New |
| Vestcor Inc | 3,049 | $211.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,043 | $210.0K | 0.00% | +3,043 | New |
| Meeder Asset Management Inc | 3,009 | $208.1K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,011 | $208.0K | 0.01% | +3,011 | New |
| Philadelphia Trust Co | 3,000 | $207.0K | 0.02% | +3,000 | New |
| Groesbeck Investment Management Corp | 2,960 | $205.0K | 0.31% | +2,960 | New |
| B. Metzler seel. Sohn & Co. AG | 2,901 | $200.6K | 0.00% | +2,901 | New |
| Ostrum Asset Management | 2,808 | $194.2K | 0.02% | +2,808 | New |
| Eagle Bay Advisors LLC | 2,708 | $187.3K | 0.10% | −794−22.7% | Reduced |
| Geneos Wealth Management Inc. | 2,700 | $186.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,508 | $173.0K | 0.15% | −204−7.5% | Reduced |
| Proequities, Inc. | 2,337 | $161.6K | 0.01% | −28−1.2% | Reduced |
| Ci Investments Inc. | 2,288 | $158.0K | 0.00% | +11+0.5% | Added |
| Mirova | 2,241 | $155.0K | 0.02% | +2,241 | New |
| Horizon Investments, LLC | 2,162 | $148.8K | 0.00% | +2,162 | New |
| Spire Wealth Management | 2,065 | $142.8K | 0.01% | +1,653+401.2% | Added |
| Natixis Investment Managers International | 2,034 | $140.7K | 0.01% | −1,620−44.3% | Reduced |
| Horizon Bancorp Inc | 2,020 | $140.0K | 0.09% | −116−5.4% | Reduced |
| Johnson Financial Group, Inc. | 1,996 | $138.0K | 0.01% | −126−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,985 | $137.3K | 0.00% | −2−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,951 | $135.0K | 0.01% | −5−0.3% | Reduced |
| Belpointe Asset Management LLC | 1,810 | $125.2K | 0.01% | +514+39.7% | Added |
| Lazard Asset Management LLC | 1,742 | $120.0K | 0.00% | −1,634−48.4% | Reduced |
| Dark Forest Capital Management LP | 1,684 | $116.4K | 0.03% | +1,684 | New |
| State of Wyoming | 1,580 | $109.3K | 0.04% | +1,580 | New |
| Smithfield Trust Co | 1,570 | $108.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,536 | $106.2K | 0.00% | +1,536 | New |
| ING Groep NV | 1,459 | $100.9K | 0.00% | +1,459 | New |
| Larson Financial Group LLC | 1,370 | $94.7K | 0.01% | +6+0.4% | Added |
| Tradition Wealth Management, LLC | 1,299 | $90.0K | 0.01% | +1,299 | New |
| Optimum Investment Advisors | 1,213 | $83.9K | 0.04% | +1+0.1% | Added |
| Highlander Capital Management, LLC | 1,200 | $83.0K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,197 | $83.0K | 0.01% | +1,197 | New |
| Umb Bank N A | 1,088 | $75.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,083 | $74.9K | 0.02% | −47−4.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 924 | $63.9K | 0.00% | −15,989−94.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 920 | $63.6K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 906 | $62.9K | 0.00% | +702+344.1% | Added |
| Sentry Investment Management LLC | 842 | $58.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 804 | $55.6K | 0.03% | +4+0.5% | Added |
| Advisory Services Network, LLC | 732 | $50.6K | 0.00% | −144−16.4% | Reduced |
| Signaturefd, LLC | 686 | $47.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 676 | $46.7K | 0.00% | +676 | New |
| Parallel Advisors, LLC | 669 | $46.3K | 0.00% | +33+5.2% | Added |
| Artemis Wealth Advisors, LLC | 596 | $41.2K | 0.01% | −6−1.0% | Reduced |
| Huntington National Bank | 536 | $37.1K | 0.00% | +25+4.9% | Added |
| Glen Eagle Advisors, LLC | 508 | $35.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 477 | $33.0K | 0.00% | +183+62.2% | Added |
| Addison Advisors LLC | 457 | $31.6K | 0.02% | +221+93.6% | Added |
| Gradient Investments LLC | 440 | $30.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 435 | $30.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 400 | $28.0K | 0.00% | +400 | New |
| Arrow Financial Corp | 390 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 390 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $22.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 317 | $21.9K | 0.01% | +117+58.5% | Added |
| Steward Partners Investment Advisory, LLC | 314 | $21.7K | 0.00% | +76+31.9% | Added |
| Farther Finance Advisors, LLC | 291 | $20.1K | 0.01% | +107+58.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 292 | $20.0K | 0.00% | −373−56.1% | Reduced |
| Baillie Gifford & Co | 289 | $20.0K | 0.00% | +26+9.9% | Added |
| Transamerica Financial Advisors, Inc. | 250 | $18.0K | 0.00% | +250 | New |
| Cary Street Partner Investment Advisory LLC | 250 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 250 | $17.3K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 250 | $17.0K | 0.00% | +123+96.9% | Added |
| JJJ Advisors Inc. | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 229 | $15.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 227 | $15.7K | 0.00% | +23+11.3% | Added |
| Whittier Trust Co of Nevada Inc | 210 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 209 | $14.5K | 0.00% | +7+3.5% | Added |
| Private Trust Co NA | 207 | $14.3K | 0.00% | −67−24.5% | Reduced |
| Caldwell Trust Co | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 183 | $12.7K | 0.00% | +4+2.2% | Added |
| Versant Capital Management, Inc | 180 | $12.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 172 | $11.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 164 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 152 | $10.5K | 0.00% | +152 | New |
| SOA Wealth Advisors, LLC. | 138 | $9.55K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 134 | $9.29K | 0.00% | +63+88.7% | Added |
| Washington Trust Co | 134 | $9.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $9.20K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 133 | $9.20K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 136 | $9.00K | 0.00% | +136 | New |
| Valley National Advisers Inc | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 110 | $7.61K | 0.00% | +56+103.7% | Added |
| Birch Capital Management, LLC | 108 | $7.49K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 102 | $7.05K | 0.00% | +102 | New |