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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, 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.

Institutional holdersQ3 2023: 578 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 heldQ3 2023: $7.44B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q2 2023.

Institutions holding AOS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC988$65.4K0.00%+81+8.9%Added
Umb Bank N A1,088$71.9K0.00%00.0%Unchanged
Credit Agricole S A1,173$77.6K0.00%+1,173New
Highlander Capital Management, LLC1,200$79.0K0.03%00.0%Unchanged
Covestor Ltd1,203$79.0K0.06%+339+39.2%Added
Desjardins Global Asset Management Inc.1,215$80.3K0.01%−480−28.3%Reduced
State of Wyoming1,228$81.2K0.02%−2,004−62.0%Reduced
Tradition Wealth Management, LLC1,355$90.0K0.01%+4+0.3%Added
Kepos Capital LP1,457$96.0K0.02%−46−3.1%Reduced
Smithfield Trust Co1,570$104.0K0.01%00.0%Unchanged
NewSquare Capital LLC1,717$113.5K0.01%−49,472−96.6%Reduced
Natixis Investment Managers International1,799$119.0K0.01%−117−6.1%Reduced
Northwestern Mutual Wealth Management Co1,862$123.1K0.00%−34−1.8%Reduced
Banque Cantonale Vaudoise1,911$126.0K0.01%−1,854−49.2%Reduced
Horizon Investments, LLC2,035$133.9K0.00%−245−10.7%Reduced
Larson Financial Group LLC2,030$134.2K0.01%+434+27.2%Added
Spire Wealth Management2,068$136.8K0.01%+10.0%Added
Gladius Capital Management LP2,103$139.1K0.04%+278+15.2%Added
GWM Advisors LLC2,141$141.6K0.00%−17,161−88.9%Reduced
Contravisory Investment Management, Inc.2,174$143.8K0.04%+2,174New
Benjamin F. Edwards & Company, Inc.2,467$163.0K0.01%00.0%Unchanged
Ci Investments Inc.2,486$164.0K0.00%+44+1.8%Added
Proequities, Inc.2,480$164.0K0.01%−14−0.6%Reduced
LGT Financial Advisors LLC2,697$178.3K0.23%−170−5.9%Reduced
Vestcor Inc3,003$199.0K0.01%−46−1.5%Reduced
Truist Financial Corp3,042$201.2K0.00%−191−5.9%Reduced
V-Square Quantitative Management LLC3,071$203.1K0.09%+2,755+871.8%Added
Hudock, Inc.3,082$203.8K0.05%+13+0.4%Added
Glenmede Trust Co NA3,093$204.5K0.00%−68−2.2%Reduced
GYL Financial Synergies, LLC3,104$205.3K0.02%−16−0.5%Reduced
Ronald Blue Trust, Inc.2,849$207.0K0.00%+2,305+423.7%Added
Wealthspire Advisors, LLC3,135$207.3K0.00%+3,135New
Ostrum Asset Management3,139$207.6K0.02%+329+11.7%Added
Kessler Investment Group, LLC3,184$210.6K0.18%−255−7.4%Reduced
Aquatic Capital Management LLC3,200$212.0K0.01%+800+33.3%Added
Tokio Marine Asset Management Co Ltd3,230$213.6K0.01%+145+4.7%Added
Integrated Wealth Concepts LLC3,232$213.7K0.00%−475−12.8%Reduced
Wealth Enhancement Advisory Services, LLC3,314$219.1K0.00%+3,314New
IFP Advisors, Inc3,320$219.6K0.01%+5+0.2%Added
Meiji Yasuda Asset Management Co Ltd.3,356$221.9K0.01%+3,356New
Spears Abacus Advisors LLC3,402$225.0K0.02%00.0%Unchanged
Advisory Services Network, LLC3,402$225.0K0.01%+3,402New
Bank of New Hampshire3,464$229.1K0.07%−352−9.2%Reduced
Eagle Bay Advisors LLC3,477$229.9K0.11%+992+39.9%Added
Harel Insurance Investments & Financial Services Ltd.3,501$233.0K0.00%+3,501New
Blair William & Co3,554$235.1K0.00%+107+3.1%Added
Symmetry Partners, LLC3,567$236.0K0.01%00.0%Unchanged
GTS Securities LLC3,798$251.2K0.01%+671+21.5%Added
Brevan Howard Capital Management LP3,798$251.2K0.07%+3,798New
Virtu Financial LLC3,851$255.0K0.03%+3,851New
Revisor Wealth Management LLC3,875$256.3K0.22%+74+1.9%Added
Nicolet Bankshares Inc3,900$257.9K0.08%00.0%Unchanged
Ellevest, Inc.3,912$258.7K0.02%+573+17.2%Added
Northwestern Mutual Investment Management Company, LLC3,933$260.1K0.01%+5+0.1%Added
National Asset Management, Inc.3,969$262.5K0.01%+435+12.3%Added
Ameritas Advisory Services, LLC3,859$264.2K0.01%+10.0%Added
Joel Isaacson & Co., LLC4,000$264.5K0.02%00.0%Unchanged
EHP Funds Inc.4,000$264.5K0.12%+4,000New
First Horizon Advisors, Inc.4,070$269.1K0.01%−20.0%Reduced
Atria Wealth Solutions, Inc.4,080$269.8K0.00%+4,080New
Bessemer Securities LLC4,103$271.0K0.38%−9,790−70.5%Reduced
Empirical Finance, LLC4,267$282.2K0.02%+395+10.2%Added
Algebris (UK) Ltd4,284$283.9K0.14%−2,837−39.8%Reduced
Norinchukin Bank, The4,294$284.0K0.01%−1,660−27.9%Reduced
Nebula Research & Development LLC4,330$286.3K0.15%−4,290−49.8%Reduced
First Manhattan Co4,350$287.7K0.00%+4,350New
CIBC World Markets Inc.4,349$288.0K0.00%+1,376+46.3%Added
Quantamental Technologies LLC4,368$288.9K0.27%−1,659−27.5%Reduced
Penserra Capital Management LLC4,379$289.0K0.01%−115−2.6%Reduced
Smith Shellnut Wilson LLC4,411$291.7K0.18%00.0%Unchanged
Avestar Capital, LLC4,426$292.7K0.04%−390−8.1%Reduced
Blueshift Asset Management, LLC4,451$294.3K0.17%+4,451New
Holistic Financial Partners4,500$297.6K0.20%+4,500New
GEM Asset Management, LLC4,550$300.9K0.24%00.0%Unchanged
RMR Wealth Builders4,671$308.9K0.05%00.0%Unchanged
Insight Folios Inc4,696$310.6K0.15%−542−10.3%Reduced
Quantinno Capital Management LP4,752$314.0K0.01%−7,985−62.7%Reduced
Avantax Advisory Services, Inc.4,762$314.9K0.00%+148+3.2%Added
Kentucky Retirement Systems Insurance Trust Fund4,771$315.5K0.02%+300+6.7%Added
Park Avenue Securities LLC4,795$317.0K0.00%+4,795New
Resonant Capital Advisors, LLC5,118$338.5K0.04%−31−0.6%Reduced
FDx Advisors, Inc.5,148$340.0K0.03%−932−15.3%Reduced
Kapitalo Investimentos Ltda5,148$340.4K0.05%+3,744+266.7%Added
Metropolitan Life Insurance Co5,154$340.8K0.02%−272−5.0%Reduced
Federation des caisses Desjardins du Quebec5,182$342.7K0.00%−659−11.3%Reduced
APG Asset Management N.V.5,403$357.3K0.00%+100+1.9%Added
Dark Forest Capital Management LP5,425$358.8K0.03%−15,612−74.2%Reduced
Greenleaf Trust5,547$366.8K0.00%+19+0.3%Added
Loudon Investment Management, LLC5,576$368.7K0.25%00.0%Unchanged
Petrus Trust Company, LTA5,602$370.5K0.04%+5,602New
MQS Management LLC5,617$371.5K0.23%+5,617New
Buckhead Capital Management LLC5,835$385.9K0.16%00.0%Unchanged
AdvisorShares Investments LLC5,896$389.9K0.10%−136−2.3%Reduced
Options Solutions, LLC6,000$396.8K0.46%00.0%Unchanged
Fiduciary Trust Co6,045$399.8K0.01%00.0%Unchanged
Kestra Advisory Services, LLC6,097$403.2K0.00%+6,097New
Tower Research Capital LLC (TRC)6,157$407.2K0.01%+2,052+50.0%Added
Siemens Fonds Invest GmbH6,184$408.9K0.04%−1,854−23.1%Reduced
Metis Global Partners, LLC6,289$415.9K0.02%+634+11.2%Added
Shell Asset Management Co6,371$421.0K0.02%−31−0.5%Reduced