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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 4,762 | $314.9K | 0.00% | +148+3.2% | Added |
| Quantinno Capital Management LP | 4,752 | $314.0K | 0.01% | −7,985−62.7% | Reduced |
| Insight Folios Inc | 4,696 | $310.6K | 0.15% | −542−10.3% | Reduced |
| RMR Wealth Builders | 4,671 | $308.9K | 0.05% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,550 | $300.9K | 0.24% | 00.0% | Unchanged |
| Holistic Financial Partners | 4,500 | $297.6K | 0.20% | +4,500 | New |
| Blueshift Asset Management, LLC | 4,451 | $294.3K | 0.17% | +4,451 | New |
| Avestar Capital, LLC | 4,426 | $292.7K | 0.04% | −390−8.1% | Reduced |
| Smith Shellnut Wilson LLC | 4,411 | $291.7K | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,379 | $289.0K | 0.01% | −115−2.6% | Reduced |
| Quantamental Technologies LLC | 4,368 | $288.9K | 0.27% | −1,659−27.5% | Reduced |
| CIBC World Markets Inc. | 4,349 | $288.0K | 0.00% | +1,376+46.3% | Added |
| First Manhattan Co | 4,350 | $287.7K | 0.00% | +4,350 | New |
| Nebula Research & Development LLC | 4,330 | $286.3K | 0.15% | −4,290−49.8% | Reduced |
| Norinchukin Bank, The | 4,294 | $284.0K | 0.01% | −1,660−27.9% | Reduced |
| Algebris (UK) Ltd | 4,284 | $283.9K | 0.14% | −2,837−39.8% | Reduced |
| Empirical Finance, LLC | 4,267 | $282.2K | 0.02% | +395+10.2% | Added |
| Bessemer Securities LLC | 4,103 | $271.0K | 0.38% | −9,790−70.5% | Reduced |
| Atria Wealth Solutions, Inc. | 4,080 | $269.8K | 0.00% | +4,080 | New |
| First Horizon Advisors, Inc. | 4,070 | $269.1K | 0.01% | −20.0% | Reduced |
| Joel Isaacson & Co., LLC | 4,000 | $264.5K | 0.02% | 00.0% | Unchanged |
| EHP Funds Inc. | 4,000 | $264.5K | 0.12% | +4,000 | New |
| Ameritas Advisory Services, LLC | 3,859 | $264.2K | 0.01% | +10.0% | Added |
| National Asset Management, Inc. | 3,969 | $262.5K | 0.01% | +435+12.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,933 | $260.1K | 0.01% | +5+0.1% | Added |
| Ellevest, Inc. | 3,912 | $258.7K | 0.02% | +573+17.2% | Added |
| Nicolet Bankshares Inc | 3,900 | $257.9K | 0.08% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,875 | $256.3K | 0.22% | +74+1.9% | Added |
| Virtu Financial LLC | 3,851 | $255.0K | 0.03% | +3,851 | New |
| GTS Securities LLC | 3,798 | $251.2K | 0.01% | +671+21.5% | Added |
| Brevan Howard Capital Management LP | 3,798 | $251.2K | 0.07% | +3,798 | New |
| Symmetry Partners, LLC | 3,567 | $236.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 3,554 | $235.1K | 0.00% | +107+3.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,501 | $233.0K | 0.00% | +3,501 | New |
| Eagle Bay Advisors LLC | 3,477 | $229.9K | 0.11% | +992+39.9% | Added |
| Bank of New Hampshire | 3,464 | $229.1K | 0.07% | −352−9.2% | Reduced |
| Advisory Services Network, LLC | 3,402 | $225.0K | 0.01% | +3,402 | New |
| Spears Abacus Advisors LLC | 3,402 | $225.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,356 | $221.9K | 0.01% | +3,356 | New |
| IFP Advisors, Inc | 3,320 | $219.6K | 0.01% | +5+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,314 | $219.1K | 0.00% | +3,314 | New |
| Integrated Wealth Concepts LLC | 3,232 | $213.7K | 0.00% | −475−12.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,230 | $213.6K | 0.01% | +145+4.7% | Added |
| Aquatic Capital Management LLC | 3,200 | $212.0K | 0.01% | +800+33.3% | Added |
| Kessler Investment Group, LLC | 3,184 | $210.6K | 0.18% | −255−7.4% | Reduced |
| Ostrum Asset Management | 3,139 | $207.6K | 0.02% | +329+11.7% | Added |
| Wealthspire Advisors, LLC | 3,135 | $207.3K | 0.00% | +3,135 | New |
| Ronald Blue Trust, Inc. | 2,849 | $207.0K | 0.00% | +2,305+423.7% | Added |
| GYL Financial Synergies, LLC | 3,104 | $205.3K | 0.02% | −16−0.5% | Reduced |
| Glenmede Trust Co NA | 3,093 | $204.5K | 0.00% | −68−2.2% | Reduced |
| Hudock, Inc. | 3,082 | $203.8K | 0.05% | +13+0.4% | Added |
| V-Square Quantitative Management LLC | 3,071 | $203.1K | 0.09% | +2,755+871.8% | Added |
| Truist Financial Corp | 3,042 | $201.2K | 0.00% | −191−5.9% | Reduced |
| Vestcor Inc | 3,003 | $199.0K | 0.01% | −46−1.5% | Reduced |
| LGT Financial Advisors LLC | 2,697 | $178.3K | 0.23% | −170−5.9% | Reduced |
| Proequities, Inc. | 2,480 | $164.0K | 0.01% | −14−0.6% | Reduced |
| Ci Investments Inc. | 2,486 | $164.0K | 0.00% | +44+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,467 | $163.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,174 | $143.8K | 0.04% | +2,174 | New |
| GWM Advisors LLC | 2,141 | $141.6K | 0.00% | −17,161−88.9% | Reduced |
| Gladius Capital Management LP | 2,103 | $139.1K | 0.04% | +278+15.2% | Added |
| Spire Wealth Management | 2,068 | $136.8K | 0.01% | +10.0% | Added |
| Larson Financial Group LLC | 2,030 | $134.2K | 0.01% | +434+27.2% | Added |
| Horizon Investments, LLC | 2,035 | $133.9K | 0.00% | −245−10.7% | Reduced |
| Banque Cantonale Vaudoise | 1,911 | $126.0K | 0.01% | −1,854−49.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,862 | $123.1K | 0.00% | −34−1.8% | Reduced |
| Natixis Investment Managers International | 1,799 | $119.0K | 0.01% | −117−6.1% | Reduced |
| NewSquare Capital LLC | 1,717 | $113.5K | 0.01% | −49,472−96.6% | Reduced |
| Smithfield Trust Co | 1,570 | $104.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 1,457 | $96.0K | 0.02% | −46−3.1% | Reduced |
| Tradition Wealth Management, LLC | 1,355 | $90.0K | 0.01% | +4+0.3% | Added |
| State of Wyoming | 1,228 | $81.2K | 0.02% | −2,004−62.0% | Reduced |
| Desjardins Global Asset Management Inc. | 1,215 | $80.3K | 0.01% | −480−28.3% | Reduced |
| Highlander Capital Management, LLC | 1,200 | $79.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,203 | $79.0K | 0.06% | +339+39.2% | Added |
| Credit Agricole S A | 1,173 | $77.6K | 0.00% | +1,173 | New |
| Umb Bank N A | 1,088 | $71.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 988 | $65.4K | 0.00% | +81+8.9% | Added |
| Leonteq Securities AG | 968 | $64.0K | 0.01% | +29+3.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 928 | $61.4K | 0.00% | +252+37.3% | Added |
| Brown, Lisle/Cummings, Inc. | 920 | $60.8K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 900 | $59.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 858 | $56.7K | 0.01% | +684+393.1% | Added |
| Point72 Asset Management, L.P. | 813 | $53.8K | 0.00% | −1,606−66.4% | Reduced |
| Park Place Capital Corp | 802 | $53.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 766 | $50.7K | 0.00% | +105+15.9% | Added |
| Addison Advisors LLC | 712 | $47.1K | 0.02% | +189+36.1% | Added |
| Optimum Investment Advisors | 685 | $45.3K | 0.02% | −529−43.6% | Reduced |
| Sentry Investment Management LLC | 678 | $45.0K | 0.02% | −164−19.5% | Reduced |
| Huntington National Bank | 670 | $44.3K | 0.00% | −5−0.7% | Reduced |
| Truvestments Capital LLC | 608 | $40.2K | 0.02% | −199−24.7% | Reduced |
| Horizon Bancorp Inc | 607 | $40.0K | 0.03% | −194−24.2% | Reduced |
| FinTrust Capital Advisors, LLC | 597 | $39.5K | 0.01% | +515+628.0% | Added |
| Parallel Advisors, LLC | 574 | $38.0K | 0.00% | −123−17.6% | Reduced |
| Artemis Wealth Advisors, LLC | 555 | $36.7K | 0.01% | +555 | New |
| Group One Trading, L.P. | 532 | $35.2K | 0.00% | +532 | New |
| Whittier Trust Co | 524 | $34.6K | 0.00% | +12+2.3% | Added |
| Glen Eagle Advisors, LLC | 508 | $33.6K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 435 | $29.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 432 | $28.6K | 0.00% | 00.0% | Unchanged |