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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 523 | $38.1K | 0.02% | +66+14.4% | 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 |
| Whittier Trust Co | 512 | $37.3K | 0.00% | +122+31.3% | Added |
| Glen Eagle Advisors, LLC | 508 | $37.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 480 | $34.9K | 0.00% | +3+0.6% | Added |
| Centerpoint Advisors, LLC | 435 | $32.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 432 | $31.4K | 0.00% | −8−1.8% | Reduced |
| Arrow Financial Corp | 390 | $28.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 356 | $25.9K | 0.00% | +27+8.2% | Added |
| Resources Management Corp | 350 | $25.0K | 0.00% | −27,555−98.7% | Reduced |
| V-Square Quantitative Management LLC | 316 | $23.0K | 0.02% | +316 | New |
| Capital Advisors, Ltd. LLC | 304 | $22.0K | 0.00% | +266+700.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 292 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 288 | $21.0K | 0.00% | −3−1.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 258 | $18.8K | 0.00% | +258 | New |
| 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 |
| TD Private Client Wealth LLC | 224 | $16.3K | 0.00% | −5−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 213 | $15.5K | 0.00% | −14−6.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 210 | $15.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 195 | $14.2K | 0.00% | −119−37.9% | Reduced |
| Parkside Financial Bank & Trust | 191 | $13.9K | 0.00% | −18−8.6% | Reduced |
| Glassman Wealth Services | 183 | $13.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 174 | $12.7K | 0.00% | −33−15.9% | Reduced |
| Northwest Investment Counselors, LLC | 172 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 172 | $12.5K | 0.00% | +172 | New |
| Clear Street Markets LLC | 162 | $12.0K | 0.00% | −88−35.2% | Reduced |
| DT Investment Partners, LLC | 164 | $11.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 143 | $10.5K | 0.00% | +9+6.7% | Added |
| SOA Wealth Advisors, LLC. | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $10.0K | 0.00% | +5+3.8% | Added |
| Washington Trust Co | 134 | $9.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 133 | $9.68K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 123 | $9.00K | 0.00% | +10+8.8% | Added |
| Birch Capital Management, LLC | 108 | $7.89K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $7.57K | 0.00% | +5+5.1% | Added |
| West Paces Advisors Inc. | 102 | $7.42K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 97 | $7.06K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 90 | $6.55K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $6.48K | 0.00% | −21−19.1% | Reduced |
| Hexagon Capital Partners LLC | 88 | $6.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $6.26K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 84 | $6.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $6.00K | 0.00% | +16+23.9% | Added |
| Ameliora Wealth Management Ltd. | 80 | $5.82K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $5.75K | 0.00% | +79 | New |
| Bogart Wealth, LLC | 75 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 72 | $5.24K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 69 | $5.02K | 0.00% | +69 | New |
| Hall Laurie J Trustee | 66 | $5.00K | 0.00% | −70−51.5% | Reduced |
| Harbor Investment Advisory, LLC | 67 | $4.88K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 82 | $4.69K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $4.00K | 0.00% | −50−50.0% | Reduced |
| Zions Bancorporation, N.A. | 53 | $3.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 36 | $2.62K | 0.00% | +36 | New |
| AdvisorNet Financial, Inc | 34 | $2.48K | 0.00% | −4−10.5% | Reduced |
| Concord Wealth Partners | 32 | $2.33K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $2.18K | 0.00% | +30 | New |
| Global Financial Private Client, LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.04K | 0.00% | −4−12.5% | Reduced |
| Front Row Advisors LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $1.89K | 0.00% | −3−10.3% | Reduced |
| Colonial Trust Advisors | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $1.23K | 0.00% | +17 | New |
| GPS Wealth Strategies Group, LLC | 15 | $1.11K | 0.00% | −29−65.9% | Reduced |
| Raffa Wealth Management, LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.05K | 0.00% | −3−17.6% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | −8−29.6% | Reduced |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Missouri Trust & Investment Co | 13 | $946 | 0.00% | +13 | New |
| Baystate Wealth Management LLC | 10 | $741 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $728 | 0.00% | −2−16.7% | Reduced |
| MCF Advisors LLC | 10 | $728 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8 | $583 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $582 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $513 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $364 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 117,486 | $104 | 0.01% | +117,486 | New |
| Tfo-TDC, LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −249,610−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −242,446−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −32,571−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −27,214−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −15,096−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,828−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −9,483−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −5,788−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −4,704−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,458−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −4,345−100.0% | Sold out |