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Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Smith A O Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of AOS: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders6339655+31
Shares111.5M63.9K113.9M+2.47M (+2.2%)
Value$9.18B$5.27M$10.2B+$999.7M (+10.9%)

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Smith A O Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to AOS in Q1 2024
InstitutionSharesValue% of portfolio
Pinebridge Investments, L.P.263,133$23.5M0.19%
Andra AP-fonden174,100$15.6M0.28%
Assenagon Asset Management S.A.118,823$10.6M0.03%
Sienna Gestion85,488$7.65M0.70%
Walleye Capital LLC65,320$5.84M0.06%
Arrowstreet Capital, Limited Partnership45,730$4.09M0.00%
Resona Asset Management Co.,Ltd.43,216$3.87M0.02%
WealthPLAN Partners, LLC33,554$3.00M0.31%
Danske Bank A/S25,518$2.28M0.01%
Allianz SE21,416$1.92M0.06%
CWM Advisors, LLC20,451$1.83M0.19%
Southeast Asset Advisors Inc.18,821$1.68M0.20%
WealthPlan Investment Management, LLC18,391$1.65M0.25%
Smith Group Asset Management, LLC17,560$1.57M0.09%
Zurich Insurance Group Ltd16,000$1.43M0.01%
SlateStone Wealth, LLC12,424$1.11M0.11%
Connor, Clark & Lunn Investment Management Ltd.12,287$1.10M0.00%
Cipher Capital LP11,835$1.06M0.49%
Y-Intercept (Hong Kong) Ltd11,077$990.9K0.07%
Wolverine Trading, LLC8,671$775.7K0.01%
SRB Corp8,657$774.5K0.04%
Dark Forest Capital Management LP8,544$764.3K0.13%
Caisse de Depot Et Placement du Quebec8,395$751.0K0.00%
Dynamic Technology Lab Private Ltd8,255$739.0K0.08%
American Trust8,260$738.9K0.07%
Plato Investment Management Ltd7,847$702.0K0.07%
BancorpSouth Bank7,544$674.9K0.05%
Sherbrooke Park Advisers LLC6,693$598.8K0.12%
Daymark Wealth Partners, LLC6,442$576.3K0.03%
Benchmark Investment Advisors LLC6,266$560.5K0.44%
Gen-Wealth Partners Inc5,580$499.2K0.25%
Fox Run Management, L.L.C.4,949$442.7K0.10%
Banco BTG Pactual S.A.4,508$401.7K0.13%
ISAM Funds (UK) Ltd4,156$371.8K0.21%
Lighthouse Investment Partners, LLC4,000$357.8K0.02%
Cornerstone Wealth Management, LLC3,946$353.0K0.03%
Asahi Life Asset Management Co., Ltd.3,870$346.2K0.21%
Aquatic Capital Management LLC3,500$313.1K0.01%
PFG Investments, LLC3,425$306.4K0.02%
Catalyst Funds Management Pty Ltd3,200$286.3K0.08%
Jefferies Financial Group Inc.3,180$284.5K0.01%
Trajan Wealth LLC3,037$271.7K0.02%
IHT Wealth Management, LLC2,914$260.7K0.01%
Davenport & Co LLC2,855$255.4K0.00%
Prime Capital Investment Advisors, LLC2,771$247.9K0.00%
EP Wealth Advisors, LLC2,744$245.5K0.00%
Wealth Alliance2,742$245.3K0.03%
Copperwynd Financial, LLC2,703$241.8K0.09%
Fort, L.P.2,589$231.6K0.58%
BCJ Capital Management, LLC2,580$230.8K0.02%
Camden Capital, LLC2,526$226.0K0.02%
Systematic Portfolios LLC2,519$225.3K0.77%
Dynamic Advisor Solutions LLC2,435$217.8K0.01%
Gateway Investment Advisers LLC2,402$214.9K0.00%
TFG Advisers LLC2,400$214.7K0.08%
S&CO Inc2,400$214.0K0.02%
Diversify Advisory Services, LLC2,384$212.4K0.01%
Old Mission Capital LLC2,371$212.1K0.01%
Founders Financial Alliance, LLC2,316$207.2K0.06%
Alberta Investment Management Corp2,300$205.8K0.00%
Lake Street Advisors Group, LLC2,246$200.9K0.01%
Cidel Asset Management Inc2,245$200.8K0.02%
Capstone Investment Advisors, LLC2,234$199.9K0.00%
First Command Advisory Services, Inc.1,475$132.0K0.00%
Impact Partnership Wealth, LLC1,329$118.9K0.05%
Thurston, Springer, Miller, Herd & Titak, Inc.605$54.1K0.02%
LRI Investments, LLC257$23.0K0.01%
Laurel Wealth Advisors LLC211$18.9K0.00%
Northwest Investment Counselors, LLC172$15.4K0.00%
Distillate Capital Partners LLC162$14.5K2.43%
CoreCap Advisors, LLC150$13.4K0.00%
Smartleaf Asset Management LLC100$8.88K0.00%
Continuum Advisory, LLC80$6.91K0.00%
Crewe Advisors LLC73$6.53K0.00%
Altshuler Shaham Ltd44$3.94K0.00%
Abich Financial Wealth Management LLC37$3.31K0.00%
Koesten, Hirschmann & Crabtree, INC.29$2.60K0.00%
Front Row Advisors LLC24$2.15K0.00%
SRS Capital Advisors, Inc.19$1.70K0.00%
Raleigh Capital Management Inc.15$1.34K0.00%
Anchor Investment Management, LLC10$8950.00%
VisionPoint Advisory Group, LLC7$6260.00%
American Capital Advisory, LLC8$5540.00%
Delos Wealth Advisors, LLC3$2690.00%
Annis Gardner Whiting Capital Advisors, LLC3$2690.00%
Valued Wealth Advisors LLC2$1790.00%
GW&K Investment Management, LLC2$00.00%

Sold out (56)

Institutions that held Smith A O Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of AOS in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Driehaus Capital Management LLC192,084$15.8M
Sandler Capital Management183,000$15.1M
Cubist Systematic Strategies, LLC136,538$11.3M
Point72 Hong Kong Ltd122,717$10.1M
Power Corp of Canada66,624$5.49M
ExodusPoint Capital Management, LP55,900$4.61M
Brendel Financial Advisors LLC40,359$3.33M
Point72 Middle East FZE31,981$2.64M
Pearl River Capital, LLC25,097$2.07M
Northwest & Ethical Investments L.P.22,879$1.89M
Concentric Capital Strategies, LP22,394$1.85M
Cetera Advisor Networks LLC16,461$1.36M
Quadrature Capital Ltd15,317$1.26M
Quantbot Technologies LP11,189$922.4K
Empirical Asset Management, LLC10,234$843.7K
Walleye Trading LLC10,017$825.8K
Point72 Europe (London) LLP9,729$802.1K
Unique Wealth Strategies, LLC9,058$746.8K
Schonfeld Strategic Advisors LLC8,542$704.2K
AE Wealth Management LLC6,942$561.8K
Bridgefront Capital, LLC6,776$558.6K
Alpha DNA Investment Management LLC6,533$538.6K
Mach-1 Financial Group, Inc.5,753$474.3K
Gitterman Wealth Management, LLC5,071$418.0K
Kestra Advisory Services, LLC5,011$413.1K
Petrus Trust Company, LTA4,658$384.0K
GTS Securities LLC4,637$382.3K
FDx Advisors, Inc.4,401$363.0K
Harel Insurance Investments & Financial Services Ltd.3,471$285.0K
Concurrent Investment Advisors, LLC3,349$276.1K
Sequoia Financial Advisors, LLC3,072$253.3K
Veriti Management LLC2,828$233.2K
Bayesian Capital Management, LP2,807$231.4K
Legacy Capital Wealth Partners, LLC2,800$230.8K
MQS Management LLC2,621$216.1K
XTX Topco Ltd2,617$215.7K
Lakeview Capital Partners, LLC2,455$202.4K
Tradition Wealth Management, LLC1,379$114.0K
Kapitalo Investimentos Ltda1,201$99.0K
Leonteq Securities AG969$79.9K
Gradient Investments LLC432$35.6K
Glassman Wealth Services180$14.8K
Erste Asset Management GmbH130$10.7K
Turtle Creek Wealth Advisors, LLC115$9.48K
Macroview Investment Management LLC91$7.50K
Headlands Technologies LLC74$6.10K
Colonial Trust Advisors59$4.86K
Pineridge Advisors LLC46$3.79K
REAP Financial Group, LLC43$3.56K
Point72 Asia (Singapore) Pte. Ltd.35$2.88K
Group One Trading, L.P.21$1.73K
West Paces Advisors Inc.17$1.40K
Frazier Financial Advisors, LLC15$1.22K
Clearstead Advisors, LLC13$1.07K
Parallax Volatility Advisers, L.P.6$495
Clear Street Markets LLC1$0

Not filed for Q1 2024 yet (9)

Institutions that held Smith A O Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AOS in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC44,747$3.69M
Alan B. Lancz & Associates, Inc.6,400$527.6K
Sonen Capital LLC5,334$439.7K
Bridgeworth, LLC2,857$235.5K
Golden State Equity Partners2,532$208.7K
Desjardins Global Asset Management Inc.1,597$131.7K
Coppell Advisory Solutions LLC251$20.7K
Bartlett & Co. LLC200$16.0K
Baystate Wealth Management LLC10$842