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, Q3 2023
Institutional positions in Smith A O Corp as of Sep 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
- 578
- −4 vs. Q2 2023
- Shares held
- 112.2M
- +758.1K (+0.7%) vs. Q2 2023
- Total value
- $7.44B
- −$655.1M (−8.1%) vs. Q2 2023
- New holders
- 58
- 224 more added
- Sold out
- 62
- 209 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 2 | $132 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $331 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $466 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $529 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $582 | 0.00% | +7+700.0% | Added |
| MCF Advisors LLC | 10 | $662 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $674 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $992 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19 | $1.26K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $1.32K | 0.00% | +20 | New |
| Bokf, NA | 21 | $1.47K | 0.00% | −51−70.8% | Reduced |
| Front Row Advisors LLC | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.98K | 0.00% | +2+7.1% | Added |
| Baker Avenue Asset Management, LP | 30 | $1.98K | 0.00% | +22+275.0% | Added |
| Avion Wealth | 35 | $2.00K | 0.00% | +16+84.2% | Added |
| Concord Wealth Partners | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 33 | $2.18K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 35 | $2.31K | 0.00% | +1+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 36 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 37 | $2.45K | 0.00% | +27+270.0% | Added |
| Clearstead Advisors, LLC | 44 | $2.91K | 0.00% | +44 | New |
| AlphaMark Advisors, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 53 | $3.50K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 59 | $3.90K | 0.00% | +59 | New |
| Harbor Investment Advisory, LLC | 67 | $4.43K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 73 | $4.83K | 0.00% | +73 | New |
| Bogart Wealth, LLC | 75 | $4.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 80 | $5.29K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 80 | $5.29K | 0.00% | +80 | New |
| Venturi Wealth Management, LLC | 83 | $5.49K | 0.00% | +83 | New |
| Ancora Advisors, LLC | 84 | $5.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $5.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 88 | $5.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $5.95K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 97 | $6.00K | 0.00% | +97 | New |
| Lindbrook Capital, LLC | 100 | $6.61K | 0.00% | +11+12.4% | Added |
| MV Capital Management, Inc. | 104 | $6.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 113 | $7.00K | 0.00% | −10−8.1% | Reduced |
| Birch Capital Management, LLC | 108 | $7.17K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 130 | $8.60K | 0.00% | +130 | New |
| Key Financial Inc | 133 | $8.79K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 134 | $8.86K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $9.13K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 138 | $9.13K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 164 | $10.8K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 172 | $11.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $11.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 182 | $12.0K | 0.00% | −1−0.5% | Reduced |
| Farther Finance Advisors, LLC | 193 | $12.8K | 0.00% | −95−33.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 195 | $12.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 195 | $12.9K | 0.00% | +52+36.4% | Added |
| Bartlett & Co. LLC | 200 | $13.0K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 199 | $13.2K | 0.00% | +8+4.2% | Added |
| Newbridge Financial Services Group, Inc. | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $13.2K | 0.00% | +200 | New |
| Whittier Trust Co of Nevada Inc | 210 | $13.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $14.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 216 | $14.3K | 0.00% | −8−3.6% | Reduced |
| West Tower Group, LLC | 217 | $14.3K | 0.01% | −535−71.1% | Reduced |
| TD Waterhouse Canada Inc. | 200 | $14.7K | 0.00% | −1,922−90.6% | Reduced |
| Millburn Ridgefield Corp | 229 | $15.1K | 0.00% | +229 | New |
| Catalyst Capital Advisors LLC | 229 | $15.1K | 0.00% | +229 | New |
| JJJ Advisors Inc. | 250 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 250 | $16.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 263 | $17.0K | 0.00% | +263 | New |
| Allworth Financial LP | 259 | $17.1K | 0.00% | −17,353−98.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 292 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $20.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 390 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 400 | $26.5K | 0.00% | +44+12.4% | Added |
| Quadrant Capital Group LLC | 407 | $26.9K | 0.00% | −73−15.2% | Reduced |
| Gradient Investments LLC | 432 | $28.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 435 | $29.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 508 | $33.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $34.6K | 0.00% | +12+2.3% | Added |
| Group One Trading, L.P. | 532 | $35.2K | 0.00% | +532 | New |
| Artemis Wealth Advisors, LLC | 555 | $36.7K | 0.01% | +555 | New |
| Parallel Advisors, LLC | 574 | $38.0K | 0.00% | −123−17.6% | Reduced |
| FinTrust Capital Advisors, LLC | 597 | $39.5K | 0.01% | +515+628.0% | Added |
| Horizon Bancorp Inc | 607 | $40.0K | 0.03% | −194−24.2% | Reduced |
| Truvestments Capital LLC | 608 | $40.2K | 0.02% | −199−24.7% | Reduced |
| Huntington National Bank | 670 | $44.3K | 0.00% | −5−0.7% | Reduced |
| Sentry Investment Management LLC | 678 | $45.0K | 0.02% | −164−19.5% | Reduced |
| Optimum Investment Advisors | 685 | $45.3K | 0.02% | −529−43.6% | Reduced |
| Addison Advisors LLC | 712 | $47.1K | 0.02% | +189+36.1% | Added |
| Signaturefd, LLC | 766 | $50.7K | 0.00% | +105+15.9% | Added |
| Park Place Capital Corp | 802 | $53.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 813 | $53.8K | 0.00% | −1,606−66.4% | Reduced |
| Private Trust Co NA | 858 | $56.7K | 0.01% | +684+393.1% | Added |
| UniSuper Management Pty Ltd | 900 | $59.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 920 | $60.8K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 928 | $61.4K | 0.00% | +252+37.3% | Added |
| Leonteq Securities AG | 968 | $64.0K | 0.01% | +29+3.1% | Added |