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, Q2 2023
Institutional positions in Smith A O Corp as of Jun 30, 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
- 587
- +44 vs. Q1 2023
- Shares held
- 113.1M
- −1.18M (−1.0%) vs. Q1 2023
- Total value
- $8.21B
- +$314.8M (+4.0%) vs. Q1 2023
- New holders
- 81
- 174 more added
- Sold out
- 37
- 236 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 117,486 | $104 | 0.01% | +117,486 | New |
| Harbour Investments, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $364 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $513 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8 | $583 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 10 | $728 | 0.00% | −2−16.7% | Reduced |
| MCF Advisors LLC | 10 | $728 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $741 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $946 | 0.00% | +13 | New |
| Avion Wealth | 19 | $1.00K | 0.00% | −8−29.6% | Reduced |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Carolinas Wealth Consulting LLC | 14 | $1.05K | 0.00% | −3−17.6% | Reduced |
| Raffa Wealth Management, LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $1.11K | 0.00% | −29−65.9% | Reduced |
| Coppell Advisory Solutions LLC | 17 | $1.23K | 0.00% | +17 | New |
| Colonial Trust Advisors | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $1.89K | 0.00% | −3−10.3% | Reduced |
| Front Row Advisors LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.04K | 0.00% | −4−12.5% | Reduced |
| Global Financial Private Client, LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $2.18K | 0.00% | +30 | New |
| Concord Wealth Partners | 32 | $2.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $2.48K | 0.00% | −4−10.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 36 | $2.62K | 0.00% | +36 | New |
| Zions Bancorporation, N.A. | 53 | $3.86K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $4.00K | 0.00% | −50−50.0% | Reduced |
| FinTrust Capital Advisors, LLC | 82 | $4.69K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 67 | $4.88K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 66 | $5.00K | 0.00% | −70−51.5% | Reduced |
| First Capital Advisors Group, LLC. | 69 | $5.02K | 0.00% | +69 | New |
| Bokf, NA | 72 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 75 | $5.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $5.75K | 0.00% | +79 | New |
| Ameliora Wealth Management Ltd. | 80 | $5.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $6.00K | 0.00% | +16+23.9% | Added |
| Ancora Advisors, LLC | 84 | $6.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $6.26K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 88 | $6.40K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $6.48K | 0.00% | −21−19.1% | Reduced |
| Bell Investment Advisors, Inc | 90 | $6.55K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 97 | $7.06K | 0.00% | +97 | New |
| West Paces Advisors Inc. | 102 | $7.42K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $7.57K | 0.00% | +5+5.1% | Added |
| Birch Capital Management, LLC | 108 | $7.89K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 123 | $9.00K | 0.00% | +10+8.8% | Added |
| Key Financial Inc | 133 | $9.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 134 | $9.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $10.0K | 0.00% | +5+3.8% | Added |
| SOA Wealth Advisors, LLC. | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 143 | $10.5K | 0.00% | +9+6.7% | Added |
| DT Investment Partners, LLC | 164 | $11.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 162 | $12.0K | 0.00% | −88−35.2% | Reduced |
| Northwest Investment Counselors, LLC | 172 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 172 | $12.5K | 0.00% | +172 | New |
| Private Trust Co NA | 174 | $12.7K | 0.00% | −33−15.9% | Reduced |
| Versant Capital Management, Inc | 180 | $13.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 183 | $13.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 191 | $13.9K | 0.00% | −18−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 195 | $14.2K | 0.00% | −119−37.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $14.6K | 0.01% | −117−36.9% | Reduced |
| Caldwell Trust Co | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 210 | $15.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $15.5K | 0.00% | −14−6.2% | Reduced |
| TD Private Client Wealth LLC | 224 | $16.3K | 0.00% | −5−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 250 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 250 | $18.2K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 250 | $18.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 258 | $18.8K | 0.00% | +258 | New |
| Transamerica Financial Advisors, Inc. | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 288 | $21.0K | 0.00% | −3−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 292 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $22.0K | 0.00% | +266+700.0% | Added |
| V-Square Quantitative Management LLC | 316 | $23.0K | 0.02% | +316 | New |
| Resources Management Corp | 350 | $25.0K | 0.00% | −27,555−98.7% | Reduced |
| Quent Capital, LLC | 356 | $25.9K | 0.00% | +27+8.2% | Added |
| Arrow Financial Corp | 390 | $28.4K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 432 | $31.4K | 0.00% | −8−1.8% | Reduced |
| Centerpoint Advisors, LLC | 435 | $32.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 480 | $34.9K | 0.00% | +3+0.6% | Added |
| Glen Eagle Advisors, LLC | 508 | $37.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 512 | $37.3K | 0.00% | +122+31.3% | Added |
| Ronald Blue Trust, Inc. | 544 | $38.0K | 0.00% | −5,390−90.8% | Reduced |
| Harvest Fund Management Co., Ltd | 528 | $38.0K | 0.01% | +528 | New |
| Addison Advisors LLC | 523 | $38.1K | 0.02% | +66+14.4% | Added |
| Signaturefd, LLC | 661 | $48.1K | 0.00% | −25−3.6% | Reduced |
| Huntington National Bank | 675 | $49.1K | 0.00% | +139+25.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 676 | $49.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 697 | $50.7K | 0.00% | +28+4.2% | Added |
| West Tower Group, LLC | 752 | $54.7K | 0.04% | +752 | New |
| Horizon Bancorp Inc | 801 | $58.0K | 0.04% | −1,219−60.3% | Reduced |
| Park Place Capital Corp | 802 | $58.4K | 0.02% | −281−25.9% | Reduced |
| Truvestments Capital LLC | 807 | $58.7K | 0.03% | +3+0.4% | Added |
| Sentry Investment Management LLC | 842 | $61.0K | 0.02% | 00.0% | Unchanged |
| Mirova | 840 | $61.1K | 0.01% | −1,401−62.5% | Reduced |
| Covestor Ltd | 864 | $63.0K | 0.05% | −1,644−65.6% | Reduced |
| UniSuper Management Pty Ltd | 900 | $65.5K | 0.00% | +900 | New |
| Global Retirement Partners, LLC | 907 | $66.0K | 0.00% | +1+0.1% | Added |