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, Q4 2023
Institutional positions in Smith A O Corp as of Dec 31, 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
- 633
- +61 vs. Q3 2023
- Shares held
- 111.5M
- −740.9K (−0.7%) vs. Q3 2023
- Total value
- $9.18B
- +$1.75B (+23.5%) vs. Q3 2023
- New holders
- 110
- 196 more added
- Sold out
- 49
- 245 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $82 | 0.00% | −7−87.5% | Reduced |
| True Wealth Design, LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6 | $495 | 0.00% | +6 | New |
| TFC Financial Management | 7 | $580 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $696 | 0.00% | +8 | New |
| MCF Advisors LLC | 10 | $825 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $1.07K | 0.00% | −31−70.5% | Reduced |
| Carolinas Wealth Consulting LLC | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 15 | $1.22K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17 | $1.40K | 0.00% | +17 | New |
| Group One Trading, L.P. | 21 | $1.73K | 0.00% | −511−96.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $1.81K | 0.00% | +22 | New |
| Bokf, NA | 24 | $1.98K | 0.00% | +3+14.3% | Added |
| Fortitude Family Office, LLC | 26 | $2.14K | 0.00% | +26 | New |
| Global Financial Private Client, LLC | 30 | $2.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.72K | 0.00% | +3+10.0% | Added |
| Missouri Trust & Investment Co | 34 | $2.80K | 0.00% | +34 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 35 | $2.88K | 0.00% | +35 | New |
| Bruce G. Allen Investments, LLC | 35 | $2.88K | 0.00% | +35 | New |
| Cullen/Frost Bankers, Inc. | 36 | $2.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 43 | $3.56K | 0.00% | +43 | New |
| Pineridge Advisors LLC | 46 | $3.79K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 47 | $3.88K | 0.00% | +12+34.3% | Added |
| AlphaMark Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $4.04K | 0.00% | −26−34.7% | Reduced |
| Zions Bancorporation, N.A. | 53 | $4.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 59 | $4.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 59 | $4.86K | 0.00% | +40+210.5% | Added |
| Harbour Investments, Inc. | 64 | $5.28K | 0.00% | +62+3,100.0% | Added |
| Harbor Investment Advisory, LLC | 67 | $5.52K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 74 | $6.10K | 0.00% | +74 | New |
| CVA Family Office, LLC | 79 | $6.51K | 0.00% | +79 | New |
| Ameliora Wealth Management Ltd. | 80 | $6.59K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 81 | $6.71K | 0.00% | −53−39.6% | Reduced |
| ORG Partners LLC | 80 | $6.80K | 0.00% | −7,448−98.9% | Reduced |
| Ancora Advisors, LLC | 84 | $6.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 86 | $7.08K | 0.00% | −2−2.3% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $7.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $7.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $7.42K | 0.00% | +90 | New |
| Macroview Investment Management LLC | 91 | $7.50K | 0.01% | +91 | New |
| EntryPoint Capital, LLC | 97 | $8.00K | 0.01% | +97 | New |
| MV Capital Management, Inc. | 104 | $8.57K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 105 | $8.66K | 0.00% | +22+26.5% | Added |
| Valley National Advisers Inc | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 115 | $9.48K | 0.00% | +115 | New |
| Park Place Capital Corp | 117 | $9.64K | 0.00% | −685−85.4% | Reduced |
| Erste Asset Management GmbH | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 138 | $11.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 151 | $12.4K | 0.00% | +131+655.0% | Added |
| Aspect Partners, LLC | 157 | $12.9K | 0.01% | +157 | New |
| Johnson Financial Group, Inc. | 157 | $12.9K | 0.00% | +157 | New |
| EverSource Wealth Advisors, LLC | 158 | $13.0K | 0.00% | +20+14.5% | Added |
| DT Investment Partners, LLC | 164 | $13.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 173 | $14.3K | 0.00% | +73+73.0% | Added |
| Glassman Wealth Services | 180 | $14.8K | 0.00% | −2−1.1% | Reduced |
| Versant Capital Management, Inc | 180 | $14.8K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 191 | $15.7K | 0.00% | −4−2.1% | Reduced |
| Millburn Ridgefield Corp | 194 | $16.0K | 0.00% | −35−15.3% | Reduced |
| Catalyst Capital Advisors LLC | 194 | $16.0K | 0.00% | −35−15.3% | Reduced |
| Bartlett & Co. LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 203 | $16.7K | 0.00% | −13−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 208 | $17.1K | 0.00% | +13+6.7% | Added |
| Whittier Trust Co of Nevada Inc | 210 | $17.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $17.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 214 | $17.6K | 0.01% | +214 | New |
| Criterion Capital Advisors, LLC | 220 | $18.1K | 0.01% | +220 | New |
| Parkside Financial Bank & Trust | 220 | $18.1K | 0.00% | +21+10.6% | Added |
| NBC Securities, Inc. | 247 | $20.0K | 0.00% | −16−6.1% | Reduced |
| JJJ Advisors Inc. | 250 | $20.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 251 | $20.7K | 0.00% | +251 | New |
| Coppell Advisory Solutions LLC | 251 | $20.7K | 0.00% | +251 | New |
| Capital Advisors, Ltd. LLC | 304 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 305 | $25.1K | 0.00% | +305 | New |
| Farther Finance Advisors, LLC | 315 | $26.0K | 0.00% | +122+63.2% | Added |
| TD Waterhouse Canada Inc. | 309 | $26.1K | 0.00% | +109+54.5% | Added |
| Allworth Financial LP | 325 | $26.8K | 0.00% | +66+25.5% | Added |
| Resources Management Corp | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 390 | $32.2K | 0.00% | −134−25.6% | Reduced |
| Arrow Financial Corp | 390 | $32.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 401 | $33.1K | 0.00% | +1+0.3% | Added |
| Gradient Investments LLC | 432 | $35.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 435 | $36.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 485 | $39.0K | 0.00% | −41,684−98.8% | Reduced |
| Glen Eagle Advisors, LLC | 508 | $41.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 531 | $43.8K | 0.00% | +124+30.5% | Added |
| Parallel Advisors, LLC | 568 | $46.8K | 0.00% | −6−1.0% | Reduced |
| Twin Tree Management, LP | 571 | $47.1K | 0.00% | −6,689−92.1% | Reduced |
| FinTrust Capital Advisors, LLC | 597 | $49.2K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 607 | $50.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 611 | $50.3K | 0.02% | +3+0.5% | Added |
| Banque Cantonale Vaudoise | 665 | $55.0K | 0.00% | −1,246−65.2% | Reduced |