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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.

Q4 2023 vs. Q3 2023

How the institutions holding Smith A O Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of AOS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders5786633+61
Shares112.2M32.4K111.5M−740.9K (−0.7%)
Value$7.44B$2.14M$9.18B+$1.75B (+23.5%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (110)

Institutions that held Smith A O Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 110 by value.

Institutions new to AOS in Q4 2023
InstitutionSharesValue% of portfolio
Select Equity Group, L.P.534,420$44.1M0.16%
Degroof Petercam Asset Management231,722$19.1M0.25%
Sandler Capital Management183,000$15.1M1.95%
Point72 Hong Kong Ltd122,717$10.1M0.62%
HRT Financial LP57,635$4.75M0.03%
Trust Point Inc.49,088$4.05M0.33%
Putnam Investments LLC44,747$3.69M0.00%
Brendel Financial Advisors LLC40,359$3.33M2.18%
Integrated Advisors Network LLC38,098$3.14M0.18%
Vinva Investment Management Ltd37,317$3.07M0.21%
Spectrum Wealth Counsel, LLC34,194$2.82M0.39%
Investment Management Corp of Ontario30,650$2.53M0.06%
IFG Advisory, LLC27,171$2.24M0.16%
Forsta Ap-Fonden24,400$2.01M0.02%
Concentric Capital Strategies, LP22,394$1.85M0.24%
Railway Pension Investments Ltd21,800$1.80M0.02%
Nomura Holdings Inc17,441$1.44M0.01%
Redwood Investment Management, LLC17,071$1.41M0.13%
Versor Investments LP16,100$1.33M0.27%
Davy Global Fund Management Ltd15,501$1.28M0.15%
Quadrature Capital Ltd15,317$1.26M0.02%
Lecap Asset Management Ltd15,263$1.26M0.46%
Pathstone Holdings, LLC14,676$1.21M0.01%
HighPoint Advisor Group LLC11,271$992.0K0.07%
Quest Partners LLC11,712$965.5K0.21%
SRN Advisors, LLC10,566$871.1K0.78%
Capital Fund Management S.A.10,428$859.7K0.01%
Walleye Trading LLC10,017$825.8K0.01%
Point72 Europe (London) LLP9,729$802.1K0.10%
Unique Wealth Strategies, LLC9,058$746.8K0.50%
Arlington Trust Co LLC8,372$690.2K0.19%
AE Wealth Management LLC6,942$561.8K0.00%
Bridgefront Capital, LLC6,776$558.6K0.42%
Alpha DNA Investment Management LLC6,533$538.6K0.32%
Mach-1 Financial Group, Inc.5,753$474.3K0.18%
MAI Capital Management5,149$424.5K0.01%
Gitterman Wealth Management, LLC5,071$418.0K0.19%
Global X Japan Co., Ltd.5,032$414.8K0.24%
Cerity Partners LLC4,992$411.5K0.00%
Phoenix Holdings Ltd.4,841$400.5K0.01%
Candriam Luxembourg S.C.A.–$391.4K0.00%
USA Financial Portformulas Corp4,333$357.2K0.06%
Florida Financial Advisors, LLC4,178$356.4K0.33%
Savvy Advisors, Inc.4,100$338.0K0.33%
Mesirow Financial Investment Management, Inc.3,806$313.7K0.01%
Stephens Inc3,678$303.2K0.01%
CWA Asset Management Group, LLC3,522$290.4K0.02%
Simplex Trading, LLC3,473$286.0K0.01%
Financial Advocates Investment Management3,448$284.3K0.02%
Kestra Private Wealth Services, LLC3,410$281.1K0.01%
Concurrent Investment Advisors, LLC3,349$276.1K0.01%
United Capital Financial Advisers, LLC3,274$269.9K0.00%
Meiji Yasuda Life Insurance Co3,270$269.6K0.01%
Coldstream Capital Management Inc3,147$259.4K0.01%
Sequoia Financial Advisors, LLC3,072$253.3K0.00%
Raymond James Trust N.A.2,997$247.1K0.01%
Philadelphia Trust Co3,000$247.0K0.02%
Dumont & Blake Investment Advisors LLC2,985$246.0K0.08%
Groesbeck Investment Management Corp2,960$244.0K0.34%
Townsend Asset Management Corp2,902$239.2K0.11%
B. Metzler seel. Sohn & Co. AG2,901$239.2K0.00%
Bridgeworth, LLC2,857$235.5K0.02%
Keybank National Association2,846$234.6K0.00%
Nixon Peabody Trust Co2,830$233.3K0.03%
Veriti Management LLC2,828$233.2K0.02%
Legacy Capital Wealth Partners, LLC2,800$230.8K0.07%
Fulton Bank, N.A.2,721$224.3K0.01%
Moneta Group Investment Advisors LLC2,687$221.5K0.00%
Kingswood Wealth Advisors, LLC2,666$219.8K0.02%
SeaCrest Wealth Management, LLC2,776$219.4K0.03%
Jmac Enterprises LLC2,656$219.0K0.05%
J. W. Coons Advisors, LLC2,645$218.0K0.06%
Pinnacle Wealth Planning Services, Inc.2,635$217.2K0.03%
XTX Topco Ltd2,617$215.7K0.05%
Wedmont Private Capital2,664$211.2K0.02%
Golden State Equity Partners2,532$208.7K0.05%
Jarislowsky, Fraser Ltd2,494$205.6K0.00%
Somerset Trust Co2,474$204.0K0.09%
Lakeview Capital Partners, LLC2,455$202.4K0.04%
Clarus Wealth Advisors2,497$201.2K0.12%
BKM Wealth Management, LLC1,938$159.8K0.07%
Harvest Fund Management Co., Ltd1,788$147.0K0.02%
GAMMA Investing LLC1,488$115.5K0.03%
GeoWealth Management, LLC1,248$103.0K0.01%
T. Rowe Price Investment Management, Inc.1,246$103.0K0.00%
Rakuten Investment Management, Inc.305$25.1K0.00%
Principal Securities, Inc.251$20.7K0.00%
Coppell Advisory Solutions LLC251$20.7K0.00%
Criterion Capital Advisors, LLC220$18.1K0.01%
Quarry LP214$17.6K0.01%
Johnson Financial Group, Inc.157$12.9K0.00%
Aspect Partners, LLC157$12.9K0.01%
Turtle Creek Wealth Advisors, LLC115$9.48K0.00%
EntryPoint Capital, LLC97$8.00K0.01%
Macroview Investment Management LLC91$7.50K0.01%
Rothschild Investment LLC90$7.42K0.00%
CVA Family Office, LLC79$6.51K0.00%
Headlands Technologies LLC74$6.10K0.00%
Pineridge Advisors LLC46$3.79K0.00%
REAP Financial Group, LLC43$3.56K0.00%

Sold out (49)

Institutions that held Smith A O Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of AOS in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Balyasny Asset Management LLC598,724$39.6M
Junto Capital Management LP227,493$15.0M
Interval Partners, LP118,481$7.84M
Woodline Partners LP115,028$7.61M
Hudson Bay Capital Management LP60,000$3.97M
Edgestream Partners, L.P.38,838$2.57M
Jupiter Asset Management Ltd24,628$1.63M
Lombard Odier Asset Management (USA) Corp21,152$1.40M
Qsemble Capital Management, LP18,700$1.24M
Dynamic Technology Lab Private Ltd17,900$1.18M
Sherbrooke Park Advisers LLC17,862$1.18M
Teza Capital Management LLC17,686$1.17M
Haverford Trust Co16,667$1.10M
TriaGen Wealth Management LLC11,848$783.5K
Gsa Capital Partners LLP11,632$769.0K
Blackhawk Capital Partners LLC.11,367$751.7K
Caisse de Depot Et Placement du Quebec11,200$740.7K
Y-Intercept (Hong Kong) Ltd10,602$701.1K
Machina Capital S.A.S.9,685$640.5K
Arrowstreet Capital, Limited Partnership8,984$594.0K
Cullinan Associates Inc7,800$515.8K
Jefferies Financial Group Inc.7,400$489.4K
Echo Street Capital Management LLC7,269$480.7K
Laird Norton Trust Company, LLC7,000$462.9K
AdvisorShares Investments LLC5,896$389.9K
Dark Forest Capital Management LP5,425$358.8K
Holistic Financial Partners4,500$297.6K
Blueshift Asset Management, LLC4,451$294.3K
Nebula Research & Development LLC4,330$286.3K
Bessemer Securities LLC4,103$271.0K
EHP Funds Inc.4,000$264.5K
Virtu Financial LLC3,851$255.0K
Aquatic Capital Management LLC3,200$212.0K
Point72 Asset Management, L.P.813$53.8K
Artemis Wealth Advisors, LLC555$36.7K
Transamerica Financial Advisors, Inc.250$17.0K
Cary Street Partner Investment Advisory LLC250$16.5K
West Tower Group, LLC217$14.3K
Northwest Investment Counselors, LLC172$11.4K
Birch Capital Management, LLC108$7.17K
Orion Capital Management LLC80$5.29K
Householder Group Estate & Retirement Specialist, LLC73$4.83K
New Millennium Group LLC33$2.18K
Concord Wealth Partners32$2.12K
Baker Avenue Asset Management, LP30$1.98K
Front Row Advisors LLC24$1.59K
GPS Wealth Strategies Group, LLC15$1.01K
SkyView Investment Advisors, LLC12$1.00K
North Star Investment Management Corp.8$529

Not filed for Q4 2023 yet (6)

Institutions that held Smith A O Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AOS in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC10,038$663.8K
Advisor Partners II, LLC9,125$603.4K
First Republic Investment Management, Inc.8,686$574.4K
Quantamental Technologies LLC4,368$288.9K
Steward Financial Group LLC97$6.00K
Sutton Wealth Advisors Inc.37$2.45K