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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 686 | $56.5K | 0.03% | +1+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 692 | $57.0K | 0.00% | −236−25.4% | Reduced |
| Huntington National Bank | 733 | $60.4K | 0.00% | +63+9.4% | Added |
| Private Trust Co NA | 858 | $70.7K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 910 | $75.0K | 0.01% | −13,962−93.9% | Reduced |
| Addison Advisors LLC | 916 | $75.5K | 0.03% | +204+28.7% | Added |
| Brown, Lisle/Cummings, Inc. | 920 | $75.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 961 | $79.2K | 0.00% | +195+25.5% | Added |
| Leonteq Securities AG | 969 | $79.9K | 0.01% | +1+0.1% | Added |
| Umb Bank N A | 1,088 | $89.7K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,200 | $98.9K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,201 | $99.0K | 0.02% | −3,947−76.7% | Reduced |
| GeoWealth Management, LLC | 1,248 | $103.0K | 0.01% | +1,248 | New |
| T. Rowe Price Investment Management, Inc. | 1,246 | $103.0K | 0.00% | +1,246 | New |
| Covestor Ltd | 1,379 | $113.0K | 0.08% | +176+14.6% | Added |
| Tradition Wealth Management, LLC | 1,379 | $114.0K | 0.01% | +24+1.8% | Added |
| GAMMA Investing LLC | 1,488 | $115.5K | 0.03% | +1,488 | New |
| Kepos Capital LP | 1,467 | $121.0K | 0.04% | +10+0.7% | Added |
| Global Retirement Partners, LLC | 1,506 | $122.0K | 0.01% | +518+52.4% | Added |
| Smithfield Trust Co | 1,570 | $129.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,597 | $131.7K | 0.01% | +382+31.4% | Added |
| State of Wyoming | 1,603 | $132.2K | 0.02% | +375+30.5% | Added |
| Spire Wealth Management | 1,635 | $132.8K | 0.00% | −433−20.9% | Reduced |
| NewSquare Capital LLC | 1,717 | $141.5K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,751 | $144.4K | 0.00% | +851+94.6% | Added |
| Harvest Fund Management Co., Ltd | 1,788 | $147.0K | 0.02% | +1,788 | New |
| Natixis Investment Managers International | 1,799 | $148.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,828 | $151.0K | 0.00% | +1,536+526.0% | Added |
| Ostrum Asset Management | 1,912 | $157.6K | 0.01% | −1,227−39.1% | Reduced |
| Gladius Capital Management LP | 1,918 | $158.1K | 0.10% | −185−8.8% | Reduced |
| BKM Wealth Management, LLC | 1,938 | $159.8K | 0.07% | +1,938 | New |
| Northwestern Mutual Wealth Management Co | 2,006 | $165.4K | 0.00% | +144+7.7% | Added |
| Proequities, Inc. | 2,109 | $173.9K | 0.01% | −371−15.0% | Reduced |
| Horizon Investments, LLC | 2,136 | $175.4K | 0.00% | +101+5.0% | Added |
| Ci Investments Inc. | 2,159 | $178.0K | 0.00% | −327−13.2% | Reduced |
| Contravisory Investment Management, Inc. | 2,174 | $179.2K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,379 | $196.1K | 0.06% | −1,085−31.3% | Reduced |
| Clarus Wealth Advisors | 2,497 | $201.2K | 0.12% | +2,497 | New |
| Lakeview Capital Partners, LLC | 2,455 | $202.4K | 0.04% | +2,455 | New |
| Somerset Trust Co | 2,474 | $204.0K | 0.09% | +2,474 | New |
| Jarislowsky, Fraser Ltd | 2,494 | $205.6K | 0.00% | +2,494 | New |
| Eagle Bay Advisors LLC | 2,520 | $207.7K | 0.13% | −957−27.5% | Reduced |
| Golden State Equity Partners | 2,532 | $208.7K | 0.05% | +2,532 | New |
| Wedmont Private Capital | 2,664 | $211.2K | 0.02% | +2,664 | New |
| GWM Advisors LLC | 2,579 | $212.6K | 0.00% | +438+20.5% | Added |
| XTX Topco Ltd | 2,617 | $215.7K | 0.05% | +2,617 | New |
| MQS Management LLC | 2,621 | $216.1K | 0.12% | −2,996−53.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,635 | $217.2K | 0.03% | +2,635 | New |
| J. W. Coons Advisors, LLC | 2,645 | $218.0K | 0.06% | +2,645 | New |
| Jmac Enterprises LLC | 2,656 | $219.0K | 0.05% | +2,656 | New |
| SeaCrest Wealth Management, LLC | 2,776 | $219.4K | 0.03% | +2,776 | New |
| Kingswood Wealth Advisors, LLC | 2,666 | $219.8K | 0.02% | +2,666 | New |
| Moneta Group Investment Advisors LLC | 2,687 | $221.5K | 0.00% | +2,687 | New |
| Larson Financial Group LLC | 2,707 | $223.1K | 0.02% | +677+33.3% | Added |
| Ronald Blue Trust, Inc. | 3,398 | $224.0K | 0.00% | +549+19.3% | Added |
| Fulton Bank, N.A. | 2,721 | $224.3K | 0.01% | +2,721 | New |
| LGT Financial Advisors LLC | 2,755 | $227.1K | 0.28% | +58+2.2% | Added |
| Legacy Capital Wealth Partners, LLC | 2,800 | $230.8K | 0.07% | +2,800 | New |
| Bayesian Capital Management, LP | 2,807 | $231.4K | 0.02% | −4,508−61.6% | Reduced |
| Public Sector Pension Investment Board | 2,813 | $231.9K | 0.00% | −10,567−79.0% | Reduced |
| Veriti Management LLC | 2,828 | $233.2K | 0.02% | +2,828 | New |
| Nixon Peabody Trust Co | 2,830 | $233.3K | 0.03% | +2,830 | New |
| Benjamin F. Edwards & Company, Inc. | 2,837 | $234.0K | 0.00% | +370+15.0% | Added |
| Keybank National Association | 2,846 | $234.6K | 0.00% | +2,846 | New |
| Bridgeworth, LLC | 2,857 | $235.5K | 0.02% | +2,857 | New |
| B. Metzler seel. Sohn & Co. AG | 2,901 | $239.2K | 0.00% | +2,901 | New |
| Townsend Asset Management Corp | 2,902 | $239.2K | 0.11% | +2,902 | New |
| Groesbeck Investment Management Corp | 2,960 | $244.0K | 0.34% | +2,960 | New |
| Wealthspire Advisors, LLC | 2,971 | $244.9K | 0.00% | −164−5.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,985 | $246.0K | 0.08% | +2,985 | New |
| Philadelphia Trust Co | 3,000 | $247.0K | 0.02% | +3,000 | New |
| Raymond James Trust N.A. | 2,997 | $247.1K | 0.01% | +2,997 | New |
| Vestcor Inc | 3,003 | $248.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,071 | $253.2K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,072 | $253.3K | 0.00% | +3,072 | New |
| Truist Financial Corp | 3,084 | $254.2K | 0.00% | +42+1.4% | Added |
| Hudock, Inc. | 3,095 | $255.2K | 0.05% | +13+0.4% | Added |
| Smith Shellnut Wilson LLC | 3,098 | $255.4K | 0.15% | −1,313−29.8% | Reduced |
| Engineers Gate Manager LP | 3,132 | $258.2K | 0.01% | −3,597−53.5% | Reduced |
| Glenmede Trust Co NA | 3,142 | $259.0K | 0.00% | +49+1.6% | Added |
| Coldstream Capital Management Inc | 3,147 | $259.4K | 0.01% | +3,147 | New |
| Kessler Investment Group, LLC | 3,150 | $259.7K | 0.16% | −34−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,208 | $260.8K | 0.01% | −651−16.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,214 | $265.0K | 0.00% | −18−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,270 | $269.6K | 0.01% | +3,270 | New |
| United Capital Financial Advisers, LLC | 3,274 | $269.9K | 0.00% | +3,274 | New |
| GYL Financial Synergies, LLC | 3,296 | $271.7K | 0.02% | +192+6.2% | Added |
| National Asset Management, Inc. | 3,312 | $273.0K | 0.01% | −657−16.6% | Reduced |
| Siemens Fonds Invest GmbH | 3,314 | $273.2K | 0.02% | −2,870−46.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,330 | $274.5K | 0.01% | −26−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 3,349 | $276.1K | 0.01% | +3,349 | New |
| IFP Advisors, Inc | 3,389 | $279.4K | 0.01% | +69+2.1% | Added |
| Spears Abacus Advisors LLC | 3,399 | $280.2K | 0.02% | −3−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 3,410 | $281.1K | 0.01% | +3,410 | New |
| Revisor Wealth Management LLC | 3,412 | $281.3K | 0.32% | −463−11.9% | Reduced |
| Financial Advocates Investment Management | 3,448 | $284.3K | 0.02% | +3,448 | New |
| Advisory Services Network, LLC | 3,450 | $284.4K | 0.01% | +48+1.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,471 | $285.0K | 0.01% | −30−0.9% | Reduced |
| Simplex Trading, LLC | 3,473 | $286.0K | 0.01% | +3,473 | New |
| Credit Agricole S A | 3,475 | $286.5K | 0.01% | +2,302+196.2% | Added |