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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 3,522 | $290.4K | 0.02% | +3,522 | New |
| Symmetry Partners, LLC | 3,567 | $293.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,568 | $294.1K | 0.02% | +338+10.5% | Added |
| Stephens Inc | 3,678 | $303.2K | 0.01% | +3,678 | New |
| Mesirow Financial Investment Management, Inc. | 3,806 | $313.7K | 0.01% | +3,806 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,887 | $320.4K | 0.01% | −46−1.2% | Reduced |
| Nicolet Bankshares Inc | 3,981 | $328.2K | 0.09% | +81+2.1% | Added |
| Joel Isaacson & Co., LLC | 4,000 | $329.8K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,100 | $338.0K | 0.33% | +4,100 | New |
| Resonant Capital Advisors, LLC | 4,124 | $340.0K | 0.03% | −994−19.4% | Reduced |
| Norinchukin Bank, The | 4,126 | $340.1K | 0.01% | −168−3.9% | Reduced |
| First Horizon Advisors, Inc. | 4,167 | $343.5K | 0.01% | +97+2.4% | Added |
| Avestar Capital, LLC | 4,291 | $353.8K | 0.04% | −135−3.1% | Reduced |
| Florida Financial Advisors, LLC | 4,178 | $356.4K | 0.33% | +4,178 | New |
| USA Financial Portformulas Corp | 4,333 | $357.2K | 0.06% | +4,333 | New |
| Ellevest, Inc. | 4,335 | $357.4K | 0.02% | +423+10.8% | Added |
| First Manhattan Co | 4,350 | $358.6K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,376 | $360.8K | 0.03% | −395−8.3% | Reduced |
| FDx Advisors, Inc. | 4,401 | $363.0K | 0.03% | −747−14.5% | Reduced |
| GEM Asset Management, LLC | 4,413 | $363.8K | 0.25% | −137−3.0% | Reduced |
| Empirical Finance, LLC | 4,469 | $368.4K | 0.03% | +202+4.7% | Added |
| Blair William & Co | 4,490 | $370.2K | 0.00% | +936+26.3% | Added |
| Insight Folios Inc | 4,508 | $371.6K | 0.16% | −188−4.0% | Reduced |
| CIBC World Markets Inc. | 4,521 | $373.0K | 0.00% | +172+4.0% | Added |
| GTS Securities LLC | 4,637 | $382.3K | 0.01% | +839+22.1% | Added |
| Petrus Trust Company, LTA | 4,658 | $384.0K | 0.04% | −944−16.9% | Reduced |
| RMR Wealth Builders | 4,671 | $385.1K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,714 | $388.6K | 0.00% | −48−1.0% | Reduced |
| Candriam Luxembourg S.C.A. | – | $391.4K | 0.00% | – | New |
| Penserra Capital Management LLC | 4,824 | $397.0K | 0.01% | +445+10.2% | Added |
| Phoenix Holdings Ltd. | 4,841 | $400.5K | 0.01% | +4,841 | New |
| Shell Asset Management Co | 4,880 | $402.0K | 0.02% | −1,491−23.4% | Reduced |
| Cerity Partners LLC | 4,992 | $411.5K | 0.00% | +4,992 | New |
| Metropolitan Life Insurance Co | 4,998 | $412.0K | 0.02% | −156−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $412.2K | 0.02% | −1,700−25.4% | Reduced |
| Kestra Advisory Services, LLC | 5,011 | $413.1K | 0.00% | −1,086−17.8% | Reduced |
| Global X Japan Co., Ltd. | 5,032 | $414.8K | 0.24% | +5,032 | New |
| Gitterman Wealth Management, LLC | 5,071 | $418.0K | 0.19% | +5,071 | New |
| MAI Capital Management | 5,149 | $424.5K | 0.01% | +5,149 | New |
| Federation des caisses Desjardins du Quebec | 5,173 | $426.5K | 0.00% | −9−0.2% | Reduced |
| Park Avenue Securities LLC | 5,198 | $429.0K | 0.01% | +403+8.4% | Added |
| Sonen Capital LLC | 5,334 | $439.7K | 0.83% | −3,826−41.8% | Reduced |
| Algebris (UK) Ltd | 5,969 | $445.8K | 0.23% | +1,685+39.3% | Added |
| Loudon Investment Management, LLC | 5,576 | $459.7K | 0.28% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,753 | $474.3K | 0.18% | +5,753 | New |
| Greenleaf Trust | 5,799 | $478.1K | 0.01% | +252+4.5% | Added |
| First Hawaiian Bank | 5,824 | $480.1K | 0.02% | −2,235−27.7% | Reduced |
| Options Solutions, LLC | 6,000 | $494.6K | 0.53% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,020 | $496.3K | 0.02% | −269−4.3% | Reduced |
| Fiduciary Trust Co | 6,045 | $498.4K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,098 | $504.2K | 0.01% | −20,938−77.4% | Reduced |
| Prelude Capital Management, LLC | 6,130 | $505.4K | 0.04% | −916−13.0% | Reduced |
| Keebeck Alpha, LP | 6,130 | $505.4K | 0.40% | −916−13.0% | Reduced |
| Bridgewater Associates, LP | 6,233 | $513.8K | 0.00% | −371−5.6% | Reduced |
| Buckhead Capital Management LLC | 6,243 | $514.7K | 0.19% | +408+7.0% | Added |
| Sentry Investment Management LLC | 6,327 | $522.0K | 0.22% | +5,649+833.2% | Added |
| Guinness Asset Management LTD | 6,341 | $522.7K | 0.01% | −1,695−21.1% | Reduced |
| M&T Bank Corp | 6,348 | $523.3K | 0.00% | −197−3.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,400 | $527.6K | 0.55% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,450 | $532.0K | 0.02% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 6,533 | $538.6K | 0.32% | +6,533 | New |
| Diversified Trust Co | 6,539 | $539.1K | 0.02% | −33−0.5% | Reduced |
| Quantinno Capital Management LP | 6,634 | $547.0K | 0.02% | +1,882+39.6% | Added |
| Savant Capital, LLC | 6,683 | $551.0K | 0.01% | −31−0.5% | Reduced |
| Bridgefront Capital, LLC | 6,776 | $558.6K | 0.42% | +6,776 | New |
| AE Wealth Management LLC | 6,942 | $561.8K | 0.00% | +6,942 | New |
| Atria Wealth Solutions, Inc. | 6,991 | $576.4K | 0.01% | +2,911+71.3% | Added |
| SevenBridge Financial Group, LLC | 7,022 | $578.9K | 0.14% | −110−1.5% | Reduced |
| Burney Co | 7,023 | $579.0K | 0.02% | −1,003−12.5% | Reduced |
| Simmons Bank | 7,210 | $594.4K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 7,350 | $605.9K | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,400 | $610.1K | 0.01% | −300−3.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,446 | $613.8K | 0.00% | +385+5.5% | Added |
| Snowden Capital Advisors LLC | 7,508 | $619.0K | 0.02% | −322−4.1% | Reduced |
| Oppenheimer Asset Management Inc. | 7,610 | $627.4K | 0.01% | −523−6.4% | Reduced |
| Scotia Capital Inc. | 7,726 | $636.9K | 0.00% | +180+2.4% | Added |
| Securian Asset Management, Inc | 7,748 | $638.7K | 0.02% | −1,081−12.2% | Reduced |
| Cetera Investment Advisers | 7,844 | $646.7K | 0.01% | +400+5.4% | Added |
| Aviva PLC | 7,939 | $654.5K | 0.00% | −805−9.2% | Reduced |
| Prudential PLC | 7,986 | $658.4K | 0.01% | −34−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,039 | $662.7K | 0.04% | −745−8.5% | Reduced |
| Stevens Capital Management LP | 8,175 | $674.0K | 0.17% | −2,783−25.4% | Reduced |
| Sound Financial Strategies Group, LLC | 8,186 | $674.9K | 0.57% | −5,063−38.2% | Reduced |
| CWM, LLC | 8,226 | $678.0K | 0.00% | +795+10.7% | Added |
| Hartford Investment Management Co | 8,244 | $679.6K | 0.03% | −232−2.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,300 | $684.3K | 0.00% | −102−1.2% | Reduced |
| Arlington Trust Co LLC | 8,372 | $690.2K | 0.19% | +8,372 | New |
| Seven Eight Capital, LP | 8,373 | $690.3K | 0.08% | −5,529−39.8% | Reduced |
| JustInvest LLC | 8,510 | $701.6K | 0.02% | +1,192+16.3% | Added |
| Schonfeld Strategic Advisors LLC | 8,542 | $704.2K | 0.01% | −69,176−89.0% | Reduced |
| Independent Advisor Alliance | 8,552 | $705.0K | 0.03% | −4,248−33.2% | Reduced |
| SG Americas Securities, LLC | 8,588 | $708.0K | 0.01% | −11,765−57.8% | Reduced |
| Donoghue Forlines LLC | 8,590 | $708.2K | 0.22% | +106+1.2% | Added |
| Centaurus Financial, Inc. | 8,600 | $709.0K | 0.05% | −566−6.2% | Reduced |
| Ieq Capital, LLC | 8,623 | $710.9K | 0.01% | −2,490−22.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,699 | $717.1K | 0.13% | +99+1.2% | Added |
| John G Ullman & Associates Inc | 8,700 | $717.2K | 0.11% | 00.0% | Unchanged |
| IMS Capital Management | 8,755 | $721.8K | 0.35% | −400−4.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,957 | $738.4K | 0.19% | −759−7.8% | Reduced |
| Allianz Asset Management GmbH | 8,965 | $739.1K | 0.00% | −2,516−21.9% | Reduced |