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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 4,992 | $411.5K | 0.00% | +4,992 | New |
| Shell Asset Management Co | 4,880 | $402.0K | 0.02% | −1,491−23.4% | Reduced |
| Phoenix Holdings Ltd. | 4,841 | $400.5K | 0.01% | +4,841 | New |
| Penserra Capital Management LLC | 4,824 | $397.0K | 0.01% | +445+10.2% | Added |
| Candriam Luxembourg S.C.A. | – | $391.4K | 0.00% | – | New |
| Avantax Advisory Services, Inc. | 4,714 | $388.6K | 0.00% | −48−1.0% | Reduced |
| RMR Wealth Builders | 4,671 | $385.1K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,658 | $384.0K | 0.04% | −944−16.9% | Reduced |
| GTS Securities LLC | 4,637 | $382.3K | 0.01% | +839+22.1% | Added |
| CIBC World Markets Inc. | 4,521 | $373.0K | 0.00% | +172+4.0% | Added |
| Insight Folios Inc | 4,508 | $371.6K | 0.16% | −188−4.0% | Reduced |
| Blair William & Co | 4,490 | $370.2K | 0.00% | +936+26.3% | Added |
| Empirical Finance, LLC | 4,469 | $368.4K | 0.03% | +202+4.7% | Added |
| GEM Asset Management, LLC | 4,413 | $363.8K | 0.25% | −137−3.0% | Reduced |
| FDx Advisors, Inc. | 4,401 | $363.0K | 0.03% | −747−14.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,376 | $360.8K | 0.03% | −395−8.3% | Reduced |
| First Manhattan Co | 4,350 | $358.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,335 | $357.4K | 0.02% | +423+10.8% | Added |
| USA Financial Portformulas Corp | 4,333 | $357.2K | 0.06% | +4,333 | New |
| Florida Financial Advisors, LLC | 4,178 | $356.4K | 0.33% | +4,178 | New |
| Avestar Capital, LLC | 4,291 | $353.8K | 0.04% | −135−3.1% | Reduced |
| First Horizon Advisors, Inc. | 4,167 | $343.5K | 0.01% | +97+2.4% | Added |
| Norinchukin Bank, The | 4,126 | $340.1K | 0.01% | −168−3.9% | Reduced |
| Resonant Capital Advisors, LLC | 4,124 | $340.0K | 0.03% | −994−19.4% | Reduced |
| Savvy Advisors, Inc. | 4,100 | $338.0K | 0.33% | +4,100 | New |
| Joel Isaacson & Co., LLC | 4,000 | $329.8K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,981 | $328.2K | 0.09% | +81+2.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,887 | $320.4K | 0.01% | −46−1.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,806 | $313.7K | 0.01% | +3,806 | New |
| Stephens Inc | 3,678 | $303.2K | 0.01% | +3,678 | New |
| Tokio Marine Asset Management Co Ltd | 3,568 | $294.1K | 0.02% | +338+10.5% | Added |
| Symmetry Partners, LLC | 3,567 | $293.0K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,522 | $290.4K | 0.02% | +3,522 | New |
| Credit Agricole S A | 3,475 | $286.5K | 0.01% | +2,302+196.2% | Added |
| Simplex Trading, LLC | 3,473 | $286.0K | 0.01% | +3,473 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,471 | $285.0K | 0.01% | −30−0.9% | Reduced |
| Advisory Services Network, LLC | 3,450 | $284.4K | 0.01% | +48+1.4% | Added |
| Financial Advocates Investment Management | 3,448 | $284.3K | 0.02% | +3,448 | New |
| Revisor Wealth Management LLC | 3,412 | $281.3K | 0.32% | −463−11.9% | Reduced |
| Kestra Private Wealth Services, LLC | 3,410 | $281.1K | 0.01% | +3,410 | New |
| Spears Abacus Advisors LLC | 3,399 | $280.2K | 0.02% | −3−0.1% | Reduced |
| IFP Advisors, Inc | 3,389 | $279.4K | 0.01% | +69+2.1% | Added |
| Concurrent Investment Advisors, LLC | 3,349 | $276.1K | 0.01% | +3,349 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,330 | $274.5K | 0.01% | −26−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 3,314 | $273.2K | 0.02% | −2,870−46.4% | Reduced |
| National Asset Management, Inc. | 3,312 | $273.0K | 0.01% | −657−16.6% | Reduced |
| GYL Financial Synergies, LLC | 3,296 | $271.7K | 0.02% | +192+6.2% | Added |
| United Capital Financial Advisers, LLC | 3,274 | $269.9K | 0.00% | +3,274 | New |
| Meiji Yasuda Life Insurance Co | 3,270 | $269.6K | 0.01% | +3,270 | New |
| Integrated Wealth Concepts LLC | 3,214 | $265.0K | 0.00% | −18−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 3,208 | $260.8K | 0.01% | −651−16.9% | Reduced |
| Kessler Investment Group, LLC | 3,150 | $259.7K | 0.16% | −34−1.1% | Reduced |
| Coldstream Capital Management Inc | 3,147 | $259.4K | 0.01% | +3,147 | New |
| Glenmede Trust Co NA | 3,142 | $259.0K | 0.00% | +49+1.6% | Added |
| Engineers Gate Manager LP | 3,132 | $258.2K | 0.01% | −3,597−53.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,098 | $255.4K | 0.15% | −1,313−29.8% | Reduced |
| Hudock, Inc. | 3,095 | $255.2K | 0.05% | +13+0.4% | Added |
| Truist Financial Corp | 3,084 | $254.2K | 0.00% | +42+1.4% | Added |
| Sequoia Financial Advisors, LLC | 3,072 | $253.3K | 0.00% | +3,072 | New |
| V-Square Quantitative Management LLC | 3,071 | $253.2K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 3,003 | $248.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,997 | $247.1K | 0.01% | +2,997 | New |
| Philadelphia Trust Co | 3,000 | $247.0K | 0.02% | +3,000 | New |
| Dumont & Blake Investment Advisors LLC | 2,985 | $246.0K | 0.08% | +2,985 | New |
| Wealthspire Advisors, LLC | 2,971 | $244.9K | 0.00% | −164−5.2% | Reduced |
| Groesbeck Investment Management Corp | 2,960 | $244.0K | 0.34% | +2,960 | New |
| Townsend Asset Management Corp | 2,902 | $239.2K | 0.11% | +2,902 | New |
| B. Metzler seel. Sohn & Co. AG | 2,901 | $239.2K | 0.00% | +2,901 | New |
| Bridgeworth, LLC | 2,857 | $235.5K | 0.02% | +2,857 | New |
| Keybank National Association | 2,846 | $234.6K | 0.00% | +2,846 | New |
| Benjamin F. Edwards & Company, Inc. | 2,837 | $234.0K | 0.00% | +370+15.0% | Added |
| Nixon Peabody Trust Co | 2,830 | $233.3K | 0.03% | +2,830 | New |
| Veriti Management LLC | 2,828 | $233.2K | 0.02% | +2,828 | New |
| Public Sector Pension Investment Board | 2,813 | $231.9K | 0.00% | −10,567−79.0% | Reduced |
| Bayesian Capital Management, LP | 2,807 | $231.4K | 0.02% | −4,508−61.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,800 | $230.8K | 0.07% | +2,800 | New |
| LGT Financial Advisors LLC | 2,755 | $227.1K | 0.28% | +58+2.2% | Added |
| Fulton Bank, N.A. | 2,721 | $224.3K | 0.01% | +2,721 | New |
| Ronald Blue Trust, Inc. | 3,398 | $224.0K | 0.00% | +549+19.3% | Added |
| Larson Financial Group LLC | 2,707 | $223.1K | 0.02% | +677+33.3% | Added |
| Moneta Group Investment Advisors LLC | 2,687 | $221.5K | 0.00% | +2,687 | New |
| Kingswood Wealth Advisors, LLC | 2,666 | $219.8K | 0.02% | +2,666 | New |
| SeaCrest Wealth Management, LLC | 2,776 | $219.4K | 0.03% | +2,776 | New |
| Jmac Enterprises LLC | 2,656 | $219.0K | 0.05% | +2,656 | New |
| J. W. Coons Advisors, LLC | 2,645 | $218.0K | 0.06% | +2,645 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,635 | $217.2K | 0.03% | +2,635 | New |
| MQS Management LLC | 2,621 | $216.1K | 0.12% | −2,996−53.3% | Reduced |
| XTX Topco Ltd | 2,617 | $215.7K | 0.05% | +2,617 | New |
| GWM Advisors LLC | 2,579 | $212.6K | 0.00% | +438+20.5% | Added |
| Wedmont Private Capital | 2,664 | $211.2K | 0.02% | +2,664 | New |
| Golden State Equity Partners | 2,532 | $208.7K | 0.05% | +2,532 | New |
| Eagle Bay Advisors LLC | 2,520 | $207.7K | 0.13% | −957−27.5% | Reduced |
| Jarislowsky, Fraser Ltd | 2,494 | $205.6K | 0.00% | +2,494 | New |
| Somerset Trust Co | 2,474 | $204.0K | 0.09% | +2,474 | New |
| Lakeview Capital Partners, LLC | 2,455 | $202.4K | 0.04% | +2,455 | New |
| Clarus Wealth Advisors | 2,497 | $201.2K | 0.12% | +2,497 | New |
| Bank of New Hampshire | 2,379 | $196.1K | 0.06% | −1,085−31.3% | Reduced |
| Contravisory Investment Management, Inc. | 2,174 | $179.2K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,159 | $178.0K | 0.00% | −327−13.2% | Reduced |
| Horizon Investments, LLC | 2,136 | $175.4K | 0.00% | +101+5.0% | Added |