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Livermore
Livermore
ZHEN

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
Quadrant Capital Group LLC407$26.9K0.00%−73−15.2%Reduced
Quent Capital, LLC400$26.5K0.00%+44+12.4%Added
Arrow Financial Corp390$25.8K0.00%00.0%Unchanged
Resources Management Corp350$23.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC304$20.0K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S292$19.0K0.00%00.0%Unchanged
Allworth Financial LP259$17.1K0.00%−17,353−98.5%Reduced
Transamerica Financial Advisors, Inc.250$17.0K0.00%00.0%Unchanged
NBC Securities, Inc.263$17.0K0.00%+263New
JJJ Advisors Inc.250$16.5K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC250$16.5K0.00%00.0%Unchanged
Millburn Ridgefield Corp229$15.1K0.00%+229New
Catalyst Capital Advisors LLC229$15.1K0.00%+229New
TD Waterhouse Canada Inc.200$14.7K0.00%−1,922−90.6%Reduced
West Tower Group, LLC217$14.3K0.01%−535−71.1%Reduced
TD Private Client Wealth LLC216$14.3K0.00%−8−3.6%Reduced
JFS Wealth Advisors, LLC213$14.1K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc210$13.9K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.200$13.2K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC200$13.2K0.00%+200New
Parkside Financial Bank & Trust199$13.2K0.00%+8+4.2%Added
Bartlett & Co. LLC200$13.0K0.00%+200New
M&R Capital Management Inc195$12.9K0.00%+52+36.4%Added
Steward Partners Investment Advisory, LLC195$12.9K0.00%00.0%Unchanged
Farther Finance Advisors, LLC193$12.8K0.00%−95−33.0%Reduced
Glassman Wealth Services182$12.0K0.00%−1−0.5%Reduced
Versant Capital Management, Inc180$11.9K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC172$11.4K0.00%00.0%Unchanged
DT Investment Partners, LLC164$10.8K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.138$9.13K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC138$9.13K0.00%00.0%Unchanged
Washington Trust Co134$8.86K0.00%00.0%Unchanged
Key Financial Inc133$8.79K0.00%00.0%Unchanged
Erste Asset Management GmbH130$8.60K0.00%+130New
Birch Capital Management, LLC108$7.17K0.00%00.0%Unchanged
Valley National Advisers Inc113$7.00K0.00%−10−8.1%Reduced
MV Capital Management, Inc.104$6.88K0.00%00.0%Unchanged
Lindbrook Capital, LLC100$6.61K0.00%+11+12.4%Added
Steward Financial Group LLC97$6.00K0.00%+97New
Bell Investment Advisors, Inc90$5.95K0.00%00.0%Unchanged
Hexagon Capital Partners LLC88$5.81K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc86$5.69K0.00%00.0%Unchanged
Ancora Advisors, LLC84$5.55K0.00%00.0%Unchanged
Venturi Wealth Management, LLC83$5.49K0.00%+83New
Ameliora Wealth Management Ltd.80$5.29K0.00%00.0%Unchanged
Orion Capital Management LLC80$5.29K0.00%+80New
Financial Management Professionals, Inc.83$5.00K0.00%00.0%Unchanged
Bogart Wealth, LLC75$4.96K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC73$4.83K0.00%+73New
Harbor Investment Advisory, LLC67$4.43K0.00%00.0%Unchanged
Creative Financial Designs Inc59$3.90K0.00%+59New
Zions Bancorporation, N.A.53$3.50K0.00%00.0%Unchanged
AlphaMark Advisors, LLC50$3.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC44$2.91K0.00%+44New
Sutton Wealth Advisors Inc.37$2.45K0.00%+27+270.0%Added
Cullen/Frost Bankers, Inc.36$2.38K0.00%00.0%Unchanged
AdvisorNet Financial, Inc35$2.31K0.00%+1+2.9%Added
New Millennium Group LLC33$2.18K0.00%+33New
Concord Wealth Partners32$2.12K0.00%00.0%Unchanged
Avion Wealth35$2.00K0.00%+16+84.2%Added
SJS Investment Consulting Inc.30$1.98K0.00%+2+7.1%Added
Baker Avenue Asset Management, LP30$1.98K0.00%+22+275.0%Added
Global Financial Private Client, LLC30$1.98K0.00%00.0%Unchanged
Front Row Advisors LLC24$1.59K0.00%00.0%Unchanged
Bokf, NA21$1.47K0.00%−51−70.8%Reduced
Jones Financial Companies LLLP20$1.32K0.00%+20New
Colonial Trust Advisors19$1.26K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC15$1.01K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC14$1.01K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC12$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC15$9920.00%00.0%Unchanged
Baystate Wealth Management LLC10$6740.00%00.0%Unchanged
MCF Advisors LLC10$6620.00%00.0%Unchanged
Tfo-TDC, LLC8$5820.00%+7+700.0%Added
North Star Investment Management Corp.8$5290.00%00.0%Unchanged
TFC Financial Management7$4660.00%00.0%Unchanged
True Wealth Design, LLC5$3310.00%00.0%Unchanged
Harbour Investments, Inc.2$1320.00%00.0%Unchanged
TimesSquare Capital Management, LLC0$00.00%−823,295−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−489,228−100.0%Sold out
Holocene Advisors, LP0$00.00%−235,173−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−157,721−100.0%Sold out
Andra AP-fonden0$00.00%−152,200−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−149,907−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−141,262−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−118,585−100.0%Sold out
Premier Fund Managers Ltd0$00.00%−83,900−100.0%Sold out
Algert Global LLC0$00.00%−46,180−100.0%Sold out
Monument Capital Management0$00.00%−40,016−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−27,200−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−22,682−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−18,600−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−17,216−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−13,871−100.0%Sold out
Troluce Capital Advisors LLC0$00.00%−12,800−100.0%Sold out
LRT Capital Management, LLC0$00.00%−12,272−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%–Sold out
HRT Financial LP0$00.00%−10,009−100.0%Sold out
DuPont Capital Management Corp0$00.00%−9,945−100.0%Sold out
Aigen Investment Management, LP0$00.00%−9,278−100.0%Sold out