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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
AlphaMark Advisors, LLC100$7.00K0.00%00.0%Unchanged
MV Capital Management, Inc.99$6.85K0.00%−3−2.9%Reduced
TCI Wealth Advisors, Inc.95$6.57K0.00%−1−1.0%Reduced
Bell Investment Advisors, Inc90$6.22K0.00%+22+32.4%Added
Hexagon Capital Partners LLC88$6.08K0.00%+16+22.2%Added
Farmers & Merchants Investments Inc86$5.95K0.00%00.0%Unchanged
Ancora Advisors, LLC84$5.81K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.80$5.53K0.00%−2,814−97.2%Reduced
Orion Capital Management LLC80$5.53K0.00%00.0%Unchanged
Bogart Wealth, LLC75$5.17K0.00%+49+188.5%Added
Financial Management Professionals, Inc.67$5.00K0.00%+12+21.8%Added
Householder Group Estate & Retirement Specialist, LLC73$5.00K0.00%+73New
Bokf, NA72$4.98K0.00%+72New
FinTrust Capital Advisors, LLC82$4.69K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC67$4.63K0.00%00.0%Unchanged
Zions Bancorporation, N.A.53$3.67K0.00%00.0%Unchanged
Schubert & Co51$3.53K0.00%+20+64.5%Added
GPS Wealth Strategies Group, LLC44$3.06K0.00%+44New
Capital Advisors, Ltd. LLC38$3.00K0.00%−266−87.5%Reduced
Values First Advisors, Inc.43$2.98K0.00%+43New
AdvisorNet Financial, Inc38$2.63K0.00%+19+100.0%Added
TD Waterhouse Canada Inc.35$2.55K0.00%+35New
Concord Wealth Partners32$2.21K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$2.21K0.00%+4+14.3%Added
Trust Co of Vermont30$2.08K0.00%00.0%Unchanged
Global Financial Private Client, LLC30$2.07K0.00%00.0%Unchanged
Disciplined Investments, LLC29$2.00K0.00%+4+16.0%Added
Front Row Advisors LLC24$2.00K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC27$1.87K0.00%+27New
Colonial Trust Advisors19$1.31K0.00%−4−17.4%Reduced
Carolinas Wealth Consulting LLC17$1.18K0.00%+12+240.0%Added
Raffa Wealth Management, LLC15$1.04K0.00%00.0%Unchanged
Avion Wealth27$1.00K0.00%+27New
Accel Wealth Management13$9070.00%00.0%Unchanged
Sutton Wealth Advisors Inc.12$8300.00%−11−47.8%Reduced
Baystate Wealth Management LLC10$7020.00%00.0%Unchanged
MCF Advisors LLC10$6920.00%00.0%Unchanged
North Star Investment Management Corp.8$5530.00%00.0%Unchanged
Baker Avenue Asset Management, LP8$5530.00%00.0%Unchanged
TFC Financial Management7$4870.00%00.0%Unchanged
True Wealth Design, LLC5$3460.00%00.0%Unchanged
Harbour Investments, Inc.2$1380.00%−33−94.3%Reduced
Tfo-TDC, LLC1$690.00%−3−75.0%Reduced
SkyView Investment Advisors, LLC7$00.00%+7New
Cerity Partners LLC4,648––+553+13.5%Added
Junto Capital Management LP0$00.00%−787,377−100.0%Sold out
Mawer Investment Management Ltd.0$00.00%−529,236−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−98,100−100.0%Sold out
Forsta Ap-Fonden0$00.00%−75,600−100.0%Sold out
Deprince Race & Zollo Inc0$00.00%−63,729−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−55,620−100.0%Sold out
Cinctive Capital Management LP0$00.00%−50,135−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−31,456−100.0%Sold out
Trexquant Investment LP0$00.00%−20,112−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−19,853−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−18,568−100.0%Sold out
Lido Advisors, LLC0$00.00%−16,884−100.0%Sold out
Renaissance Technologies LLC0$00.00%−15,400−100.0%Sold out
Winton Group Ltd0$00.00%−14,186−100.0%Sold out
Twin Capital Management Inc0$00.00%−13,042−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−12,623−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−11,085−100.0%Sold out
CWM Advisors, LLC0$00.00%−10,581−100.0%Sold out
Teza Capital Management LLC0$00.00%−10,580−100.0%Sold out
Allstate Corp0$00.00%−10,084−100.0%Sold out
Ossiam0$00.00%−9,056−100.0%Sold out
Chimera Capital Management LLC0$00.00%−8,569−100.0%Sold out
Diametric Capital, LP0$00.00%−7,985−100.0%Sold out
Seven Eight Capital, LP0$00.00%−7,676−100.0%Sold out
Change Path, LLC0$00.00%−7,174−100.0%Sold out
Ergoteles LLC0$00.00%−6,766−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−6,685−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−6,000−100.0%Sold out
Moreno Evelyn V0$00.00%−5,777−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−5,436−100.0%Sold out
Park Avenue Securities LLC0$00.00%−4,972−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−4,622−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−4,195−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−2,552−100.0%Sold out
Archer Investment Corp0$00.00%−1,600−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,470−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−790−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−566−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−559−100.0%Sold out
Money Concepts Capital Corp0$00.00%−300−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−150−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−100−100.0%Sold out
Sierra Capital LLC0$00.00%−35−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−14−100.0%Sold out
Comerica Securities,inc.0$00.00%−10−100.0%Sold out
EWG Elevate Inc.0$00.00%−10−100.0%Sold out
Carmichael Hill & Associates, Inc.0$00.00%−6−100.0%Sold out
My Personal CFO, LLC0$00.00%−4−100.0%Sold out
Pendal Group Limited––––Not filed
Comerica Bank––––Not filed
Allstate Investment Management Co––––Not filed
Boenning & Scattergood, Inc.––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Kepos Capital LP––––Not filed
Seeyond––––Not filed