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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 9,058 | $746.8K | 0.50% | +9,058 | New |
| Captrust Financial Advisors | 9,062 | $747.1K | 0.00% | +821+10.0% | Added |
| Qtron Investments LLC | 9,158 | $755.0K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,181 | $756.9K | 0.03% | −96−1.0% | Reduced |
| Maryland State Retirement & Pension System | 9,366 | $772.1K | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 9,384 | $773.6K | 0.08% | −7,800−45.4% | Reduced |
| D.A. Davidson & Co. | 9,478 | $781.4K | 0.01% | +184+2.0% | Added |
| Caxton Associates LP | 9,627 | $793.6K | 0.04% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 9,729 | $802.1K | 0.10% | +9,729 | New |
| Toroso Investments, LLC | 9,737 | $802.7K | 0.02% | −1,353−12.2% | Reduced |
| Kentucky Retirement Systems | 9,828 | $810.2K | 0.03% | −858−8.0% | Reduced |
| PAX Financial Group, LLC | 10,152 | $814.7K | 0.17% | −621−5.8% | Reduced |
| Janus Henderson Group PLC | 9,928 | $818.5K | 0.00% | −31,352−75.9% | Reduced |
| QRG Capital Management, Inc. | 9,960 | $821.1K | 0.01% | +743+8.1% | Added |
| United Asset Strategies, Inc. | 10,004 | $824.7K | 0.09% | +730+7.9% | Added |
| Pacer Advisors, Inc. | 10,008 | $825.1K | 0.00% | +1,772+21.5% | Added |
| Walleye Trading LLC | 10,017 | $825.8K | 0.01% | +10,017 | New |
| Franklin Resources Inc | 10,123 | $834.5K | 0.00% | +45+0.4% | Added |
| Empirical Asset Management, LLC | 10,234 | $843.7K | 0.69% | +1,600+18.5% | Added |
| Rafferty Asset Management, LLC | 10,305 | $849.5K | 0.00% | +388+3.9% | Added |
| Capital Fund Management S.A. | 10,428 | $859.7K | 0.01% | +10,428 | New |
| MML Investors Services, LLC | 10,515 | $867.0K | 0.00% | +3,084+41.5% | Added |
| SRN Advisors, LLC | 10,566 | $871.1K | 0.78% | +10,566 | New |
| Centiva Capital, LP | 10,776 | $888.4K | 0.06% | −7,840−42.1% | Reduced |
| Gulf International Bank (UK) Ltd | 10,816 | $891.0K | 0.03% | −1,176−9.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,811 | $892.0K | 0.01% | −663−5.8% | Reduced |
| Nordea Investment Management AB | 10,836 | $893.6K | 0.00% | +1,325+13.9% | Added |
| Elo Mutual Pension Insurance Co | 10,878 | $897.0K | 0.02% | +455+4.4% | Added |
| Daiwa Securities Group Inc. | 10,991 | $906.0K | 0.01% | +650+6.3% | Added |
| Quantbot Technologies LP | 11,189 | $922.4K | 0.05% | −23,139−67.4% | Reduced |
| Brevan Howard Capital Management LP | 11,404 | $940.1K | 0.09% | +7,606+200.3% | Added |
| Ameritas Investment Partners, Inc. | 11,437 | $942.9K | 0.03% | −494−4.1% | Reduced |
| Handelsbanken Fonder AB | 11,437 | $943.0K | 0.00% | −82,771−87.9% | Reduced |
| Manchester Capital Management LLC | 11,528 | $950.4K | 0.13% | +9+0.1% | Added |
| Quest Partners LLC | 11,712 | $965.5K | 0.21% | +11,712 | New |
| Meeder Asset Management Inc | 12,023 | $991.2K | 0.08% | −15,127−55.7% | Reduced |
| HighPoint Advisor Group LLC | 11,271 | $992.0K | 0.07% | +11,271 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,736 | $1.05M | 0.01% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 12,810 | $1.06M | 0.33% | +3,030+31.0% | Added |
| State of Alaska, Department of Revenue | 13,266 | $1.09M | 0.01% | −1,540−10.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,300 | $1.10M | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,688 | $1.13M | 0.01% | −559−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 13,986 | $1.15M | 0.02% | −4,600−24.7% | Reduced |
| Nissay Asset Management Corp | 14,173 | $1.17M | 0.01% | +412+3.0% | Added |
| British Columbia Investment Management Corp | 14,343 | $1.18M | 0.01% | +2,898+25.3% | Added |
| Assetmark, Inc | 14,403 | $1.19M | 0.00% | +3,924+37.4% | Added |
| Storebrand Asset Management AS | 14,453 | $1.19M | 0.00% | −304−2.1% | Reduced |
| Pathstone Holdings, LLC | 14,676 | $1.21M | 0.01% | +14,676 | New |
| Applied Capital LLC | 15,039 | $1.24M | 1.14% | −1,450−8.8% | Reduced |
| Lecap Asset Management Ltd | 15,263 | $1.26M | 0.46% | +15,263 | New |
| Quadrature Capital Ltd | 15,317 | $1.26M | 0.02% | +15,317 | New |
| Bank of Nova Scotia | 15,338 | $1.26M | 0.00% | +3,844+33.4% | Added |
| Davy Global Fund Management Ltd | 15,501 | $1.28M | 0.15% | +15,501 | New |
| Mariner, LLC | 15,815 | $1.30M | 0.00% | +2,947+22.9% | Added |
| Crossmark Global Holdings, Inc. | 15,856 | $1.31M | 0.03% | −1,288−7.5% | Reduced |
| CIBC World Markets Corp | 15,862 | $1.31M | 0.01% | +8,985+130.7% | Added |
| Versor Investments LP | 16,100 | $1.33M | 0.27% | +16,100 | New |
| CIBC Asset Management Inc | 16,317 | $1.35M | 0.01% | −544−3.2% | Reduced |
| Cetera Advisor Networks LLC | 16,461 | $1.36M | 0.01% | +305+1.9% | Added |
| Pensionfund Sabic | 16,500 | $1.36M | 0.43% | 00.0% | Unchanged |
| Xponance, Inc. | 16,508 | $1.36M | 0.02% | −2,941−15.1% | Reduced |
| APG Asset Management N.V. | 18,303 | $1.37M | 0.00% | +12,900+238.8% | Added |
| Mutual of America Capital Management LLC | 16,605 | $1.37M | 0.02% | −995−5.7% | Reduced |
| Swedbank AB | 16,709 | $1.38M | 0.00% | −73−0.4% | Reduced |
| Redwood Investment Management, LLC | 17,071 | $1.41M | 0.13% | +17,071 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 17,351 | $1.43M | 0.66% | −6,431−27.0% | Reduced |
| Nomura Holdings Inc | 17,441 | $1.44M | 0.01% | +17,441 | New |
| Ethic Inc. | 17,655 | $1.46M | 0.04% | +774+4.6% | Added |
| Van Eck Associates Corp | 17,751 | $1.46M | 0.00% | +1,108+6.7% | Added |
| Wealthfront Advisers LLC | 18,026 | $1.49M | 0.01% | −430−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,297 | $1.51M | 0.01% | −1,347−6.9% | Reduced |
| Graham Capital Management, L.P. | 19,295 | $1.59M | 0.05% | +7,790+67.7% | Added |
| O'Shaughnessy Asset Management, LLC | 19,504 | $1.61M | 0.02% | +11,915+157.0% | Added |
| US Bancorp | 19,567 | $1.61M | 0.00% | −1,524−7.2% | Reduced |
| Crawford Investment Counsel Inc | 19,715 | $1.63M | 0.03% | −367−1.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,765 | $1.63M | 0.02% | −2,700−12.0% | Reduced |
| Harvey Investment Co LLC | 19,825 | $1.63M | 0.20% | −300−1.5% | Reduced |
| Oppenheimer & Co Inc | 20,097 | $1.66M | 0.03% | +117+0.6% | Added |
| Trust Co of Toledo NA | 20,272 | $1.67M | 0.29% | 00.0% | Unchanged |
| American National Bank | 20,409 | $1.68M | 0.26% | −224−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 20,446 | $1.69M | 0.00% | +1,791+9.6% | Added |
| Tower Research Capital LLC (TRC) | 21,120 | $1.74M | 0.02% | +14,963+243.0% | Added |
| Utah Retirement Systems | 21,154 | $1.74M | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 21,370 | $1.76M | 0.10% | +4,113+23.8% | Added |
| Czech National Bank | 21,513 | $1.77M | 0.03% | −263−1.2% | Reduced |
| Panagora Asset Management Inc | 21,661 | $1.79M | 0.01% | −684−3.1% | Reduced |
| Railway Pension Investments Ltd | 21,800 | $1.80M | 0.02% | +21,800 | New |
| TrimTabs Asset Management, LLC | 22,240 | $1.83M | 0.53% | +12,923+138.7% | Added |
| Concentric Capital Strategies, LP | 22,394 | $1.85M | 0.24% | +22,394 | New |
| STRS Ohio | 22,763 | $1.88M | 0.01% | −3,594−13.6% | Reduced |
| Northwest & Ethical Investments L.P. | 22,879 | $1.89M | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,322 | $1.92M | 0.00% | −30.0% | Reduced |
| Gabelli Funds LLC | 23,500 | $1.94M | 0.01% | −1,400−5.6% | Reduced |
| Exchange Traded Concepts, LLC | 24,351 | $2.01M | 0.05% | −1,081−4.3% | Reduced |
| Tortoise Index Solutions, LLC | 24,351 | $2.01M | 0.37% | −1,081−4.3% | Reduced |
| Forsta Ap-Fonden | 24,400 | $2.01M | 0.02% | +24,400 | New |
| iA Global Asset Management Inc. | 24,532 | $2.02M | 0.05% | +11,650+90.4% | Added |
| USS Investment Management Ltd | 24,933 | $2.06M | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 25,097 | $2.07M | 0.33% | +8,569+51.8% | Added |
| Lido Advisors, LLC | 25,120 | $2.07M | 0.02% | −4,714−15.8% | Reduced |