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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 2,109 | $173.9K | 0.01% | −371−15.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,006 | $165.4K | 0.00% | +144+7.7% | Added |
| BKM Wealth Management, LLC | 1,938 | $159.8K | 0.07% | +1,938 | New |
| Gladius Capital Management LP | 1,918 | $158.1K | 0.10% | −185−8.8% | Reduced |
| Ostrum Asset Management | 1,912 | $157.6K | 0.01% | −1,227−39.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,828 | $151.0K | 0.00% | +1,536+526.0% | Added |
| Natixis Investment Managers International | 1,799 | $148.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,788 | $147.0K | 0.02% | +1,788 | New |
| UniSuper Management Pty Ltd | 1,751 | $144.4K | 0.00% | +851+94.6% | Added |
| NewSquare Capital LLC | 1,717 | $141.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,635 | $132.8K | 0.00% | −433−20.9% | Reduced |
| State of Wyoming | 1,603 | $132.2K | 0.02% | +375+30.5% | Added |
| Desjardins Global Asset Management Inc. | 1,597 | $131.7K | 0.01% | +382+31.4% | Added |
| Smithfield Trust Co | 1,570 | $129.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,506 | $122.0K | 0.01% | +518+52.4% | Added |
| Kepos Capital LP | 1,467 | $121.0K | 0.04% | +10+0.7% | Added |
| GAMMA Investing LLC | 1,488 | $115.5K | 0.03% | +1,488 | New |
| Tradition Wealth Management, LLC | 1,379 | $114.0K | 0.01% | +24+1.8% | Added |
| Covestor Ltd | 1,379 | $113.0K | 0.08% | +176+14.6% | Added |
| 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 |
| Kapitalo Investimentos Ltda | 1,201 | $99.0K | 0.02% | −3,947−76.7% | Reduced |
| Highlander Capital Management, LLC | 1,200 | $98.9K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 1,088 | $89.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 969 | $79.9K | 0.01% | +1+0.1% | Added |
| Signaturefd, LLC | 961 | $79.2K | 0.00% | +195+25.5% | Added |
| Brown, Lisle/Cummings, Inc. | 920 | $75.8K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 916 | $75.5K | 0.03% | +204+28.7% | Added |
| Westpac Banking Corp | 910 | $75.0K | 0.01% | −13,962−93.9% | Reduced |
| Private Trust Co NA | 858 | $70.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 733 | $60.4K | 0.00% | +63+9.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 692 | $57.0K | 0.00% | −236−25.4% | Reduced |
| Optimum Investment Advisors | 686 | $56.5K | 0.03% | +1+0.1% | Added |
| Banque Cantonale Vaudoise | 665 | $55.0K | 0.00% | −1,246−65.2% | Reduced |
| Truvestments Capital LLC | 611 | $50.3K | 0.02% | +3+0.5% | Added |
| Horizon Bancorp Inc | 607 | $50.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 597 | $49.2K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 571 | $47.1K | 0.00% | −6,689−92.1% | Reduced |
| Parallel Advisors, LLC | 568 | $46.8K | 0.00% | −6−1.0% | Reduced |
| Quadrant Capital Group LLC | 531 | $43.8K | 0.00% | +124+30.5% | Added |
| Glen Eagle Advisors, LLC | 508 | $41.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 485 | $39.0K | 0.00% | −41,684−98.8% | Reduced |
| Centerpoint Advisors, LLC | 435 | $36.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 432 | $35.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 401 | $33.1K | 0.00% | +1+0.3% | Added |
| Arrow Financial Corp | 390 | $32.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 390 | $32.2K | 0.00% | −134−25.6% | Reduced |
| Resources Management Corp | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 325 | $26.8K | 0.00% | +66+25.5% | Added |
| TD Waterhouse Canada Inc. | 309 | $26.1K | 0.00% | +109+54.5% | Added |
| Farther Finance Advisors, LLC | 315 | $26.0K | 0.00% | +122+63.2% | Added |
| Rakuten Investment Management, Inc. | 305 | $25.1K | 0.00% | +305 | New |
| Capital Advisors, Ltd. LLC | 304 | $25.0K | 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 |
| JJJ Advisors Inc. | 250 | $20.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 247 | $20.0K | 0.00% | −16−6.1% | Reduced |
| Parkside Financial Bank & Trust | 220 | $18.1K | 0.00% | +21+10.6% | Added |
| Criterion Capital Advisors, LLC | 220 | $18.1K | 0.01% | +220 | New |
| Quarry LP | 214 | $17.6K | 0.01% | +214 | New |
| JFS Wealth Advisors, LLC | 213 | $17.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 210 | $17.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 208 | $17.1K | 0.00% | +13+6.7% | Added |
| TD Private Client Wealth LLC | 203 | $16.7K | 0.00% | −13−6.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| M&R Capital Management Inc | 191 | $15.7K | 0.00% | −4−2.1% | Reduced |
| Glassman Wealth Services | 180 | $14.8K | 0.00% | −2−1.1% | Reduced |
| Versant Capital Management, Inc | 180 | $14.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 173 | $14.3K | 0.00% | +73+73.0% | Added |
| DT Investment Partners, LLC | 164 | $13.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 158 | $13.0K | 0.00% | +20+14.5% | Added |
| Johnson Financial Group, Inc. | 157 | $12.9K | 0.00% | +157 | New |
| Aspect Partners, LLC | 157 | $12.9K | 0.01% | +157 | New |
| Jones Financial Companies LLLP | 151 | $12.4K | 0.00% | +131+655.0% | Added |
| SOA Wealth Advisors, LLC. | 138 | $11.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 117 | $9.64K | 0.00% | −685−85.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 115 | $9.48K | 0.00% | +115 | New |
| Valley National Advisers Inc | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 105 | $8.66K | 0.00% | +22+26.5% | Added |
| MV Capital Management, Inc. | 104 | $8.57K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 97 | $8.00K | 0.01% | +97 | New |
| Macroview Investment Management LLC | 91 | $7.50K | 0.01% | +91 | New |
| Bell Investment Advisors, Inc | 90 | $7.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $7.42K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 86 | $7.09K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 86 | $7.08K | 0.00% | −2−2.3% | Reduced |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 84 | $6.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 80 | $6.80K | 0.00% | −7,448−98.9% | Reduced |
| Washington Trust Co | 81 | $6.71K | 0.00% | −53−39.6% | Reduced |
| Ameliora Wealth Management Ltd. | 80 | $6.59K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $6.51K | 0.00% | +79 | New |
| Headlands Technologies LLC | 74 | $6.10K | 0.00% | +74 | New |
| Harbor Investment Advisory, LLC | 67 | $5.52K | 0.00% | 00.0% | Unchanged |