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Livermore
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.

13F holders, Q1 2024

Institutional positions in Smith A O Corp as of Mar 31, 2024. 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
655
+31 vs. Q4 2023
Shares held
113.9M
+2.47M (+2.2%) vs. Q4 2023
Total value
$10.2B
+$999.7M (+10.9%) vs. Q4 2023
New holders
87
221 more added
Sold out
56
260 more reduced

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 655 institutions
Q1 2021: 528 institutionsQ2 2021: 543 institutionsQ3 2021: 534 institutionsQ4 2021: 581 institutionsQ1 2022: 589 institutionsQ2 2022: 547 institutionsQ3 2022: 540 institutionsQ4 2022: 533 institutionsQ1 2023: 545 institutionsQ2 2023: 587 institutionsQ3 2023: 578 institutionsQ4 2023: 633 institutionsQ1 2024: 655 institutionsQ2 2024: 642 institutionsQ3 2024: 654 institutionsQ4 2024: 643 institutionsQ1 2025: 656 institutionsQ2 2025: 632 institutionsQ3 2025: 631 institutionsQ4 2025: 647 institutionsQ1 2026: 636 institutionsQ2 2026: 615 institutions
Value heldQ1 2024: $10.2B
Q1 2021: $8.29BQ2 2021: $8.63BQ3 2021: $7.44BQ4 2021: $10.3BQ1 2022: $7.61BQ2 2022: $6.36BQ3 2022: $5.79BQ4 2022: $6.62BQ1 2023: $7.90BQ2 2023: $8.21BQ3 2023: $7.44BQ4 2023: $9.18BQ1 2024: $10.2BQ2 2024: $9.08BQ3 2024: $9.87BQ4 2024: $7.55BQ1 2025: $7.28BQ2 2025: $7.14BQ3 2025: $7.82BQ4 2025: $7.86BQ1 2026: $7.76BQ2 2026: $7.90B
Institutions holding AOS and their total value by quarter
QuarterHoldersValue
Q2 2026615$7.90B
Q1 2026636$7.76B
Q4 2025647$7.86B
Q3 2025631$7.82B
Q2 2025632$7.14B
Q1 2025656$7.28B
Q4 2024643$7.55B
Q3 2024654$9.87B
Q2 2024642$9.08B
Q1 2024655$10.2B
Q4 2023633$9.18B
Q3 2023578$7.44B
Q2 2023587$8.21B
Q1 2023545$7.90B
Q4 2022533$6.62B
Q3 2022540$5.79B
Q2 2022547$6.36B
Q1 2022589$7.61B
Q4 2021581$10.3B
Q3 2021534$7.44B
Q2 2021543$8.63B
Q1 2021528$8.29B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2023.

Institutions holding AOS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC2$00.00%+2New
Tfo-TDC, LLC1$890.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1790.00%+2New
Delos Wealth Advisors, LLC3$2690.00%+3New
Annis Gardner Whiting Capital Advisors, LLC3$2690.00%+3New
Carolinas Wealth Consulting LLC5$4470.00%−9−64.3%Reduced
American Capital Advisory, LLC8$5540.00%+8New
VisionPoint Advisory Group, LLC7$6260.00%+7New
TFC Financial Management7$6300.00%00.0%Unchanged
True Wealth Design, LLC8$7160.00%+3+60.0%Added
Dunhill Financial, LLC10$8640.00%+2+25.0%Added
AdvisorNet Financial, Inc10$8950.00%−37−78.7%Reduced
Anchor Investment Management, LLC10$8950.00%+10New
MCF Advisors LLC12$1.07K0.00%+2+20.0%Added
Raffa Wealth Management, LLC15$1.34K0.00%00.0%Unchanged
Raleigh Capital Management Inc.15$1.34K0.00%+15New
SRS Capital Advisors, Inc.19$1.70K0.00%+19New
Bokf, NA21$1.87K0.00%−3−12.5%Reduced
Hexagon Capital Partners LLC22$1.96K0.00%−64−74.4%Reduced
DiNuzzo Private Wealth, Inc.22$1.97K0.00%00.0%Unchanged
Front Row Advisors LLC24$2.15K0.00%+24New
Fortitude Family Office, LLC26$2.33K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.29$2.60K0.00%+29New
Global Financial Private Client, LLC30$2.67K0.00%00.0%Unchanged
Missouri Trust & Investment Co34$3.04K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC35$3.13K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.36$3.22K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC37$3.31K0.00%+37New
Altshuler Shaham Ltd44$3.94K0.00%+44New
AlphaMark Advisors, LLC50$4.00K0.00%00.0%Unchanged
Avion Wealth35$4.00K0.00%00.0%Unchanged
Bogart Wealth, LLC49$4.38K0.00%00.0%Unchanged
Zions Bancorporation, N.A.53$4.74K0.00%00.0%Unchanged
Jones Financial Companies LLLP56$5.01K0.00%−95−62.9%Reduced
Creative Financial Designs Inc59$5.28K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC67$5.99K0.00%00.0%Unchanged
Crewe Advisors LLC73$6.53K0.00%+73New
Continuum Advisory, LLC80$6.91K0.00%+80New
Financial Management Professionals, Inc.83$7.00K0.00%00.0%Unchanged
CVA Family Office, LLC79$7.07K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.80$7.16K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.60$7.21K0.00%−249−80.6%Reduced
Washington Trust Co83$7.39K0.00%+2+2.5%Added
Farmers & Merchants Investments Inc86$7.69K0.00%00.0%Unchanged
Rothschild Investment LLC90$8.05K0.00%00.0%Unchanged
Bell Investment Advisors, Inc90$8.05K0.00%00.0%Unchanged
Smartleaf Asset Management LLC100$8.88K0.00%+100New
MV Capital Management, Inc.104$9.30K0.00%00.0%Unchanged
EntryPoint Capital, LLC109$9.75K0.01%+12+12.4%Added
Valley National Advisers Inc113$10.0K0.00%00.0%Unchanged
Quarry LP114$10.2K0.00%−100−46.7%Reduced
Park Place Capital Corp117$10.5K0.00%00.0%Unchanged
Key Financial Inc133$11.9K0.00%00.0%Unchanged
Simplex Trading, LLC140$12.0K0.00%−3,333−96.0%Reduced
SOA Wealth Advisors, LLC.138$12.4K0.00%00.0%Unchanged
CoreCap Advisors, LLC150$13.4K0.00%+150New
Aspect Partners, LLC157$14.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.162$14.5K0.00%+129+390.9%Added
Distillate Capital Partners LLC162$14.5K2.43%+162New
DT Investment Partners, LLC164$14.7K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC170$15.2K0.01%−50−22.7%Reduced
Northwest Investment Counselors, LLC172$15.4K0.00%+172New
Lindbrook Capital, LLC173$15.5K0.00%00.0%Unchanged
Versant Capital Management, Inc180$16.1K0.00%00.0%Unchanged
Millburn Ridgefield Corp186$16.6K0.00%−8−4.1%Reduced
Catalyst Capital Advisors LLC186$16.6K0.00%−8−4.1%Reduced
M&R Capital Management Inc190$17.0K0.00%−1−0.5%Reduced
TD Private Client Wealth LLC200$17.9K0.00%−3−1.5%Reduced
Bartlett & Co. Wealth Management LLC200$17.9K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc210$18.8K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC211$18.9K0.00%+211New
JFS Wealth Advisors, LLC213$19.1K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC244$20.2K0.00%+86+54.4%Added
NBC Securities, Inc.247$22.0K0.00%00.0%Unchanged
JJJ Advisors Inc.250$22.4K0.00%00.0%Unchanged
Venturi Wealth Management, LLC251$22.5K0.00%+146+139.0%Added
LRI Investments, LLC257$23.0K0.01%+257New
Harbour Investments, Inc.264$23.6K0.00%+200+312.5%Added
Parkside Financial Bank & Trust265$23.7K0.00%+45+20.5%Added
Principal Securities, Inc.266$23.8K0.00%+15+6.0%Added
Newbridge Financial Services Group, Inc.290$25.9K0.01%+90+45.0%Added
NewSquare Capital LLC300$26.8K0.00%−1,417−82.5%Reduced
Allworth Financial LP303$27.1K0.00%−22−6.8%Reduced
Capital Advisors, Ltd. LLC309$28.0K0.00%+5+1.6%Added
Steward Partners Investment Advisory, LLC335$30.0K0.00%+127+61.1%Added
Resources Management Corp350$31.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd369$33.0K0.00%−1,419−79.4%Reduced
Arrow Financial Corp390$34.9K0.00%00.0%Unchanged
Whittier Trust Co390$34.9K0.00%00.0%Unchanged
Quent Capital, LLC419$37.5K0.00%+18+4.5%Added
Farther Finance Advisors, LLC429$38.2K0.00%+114+36.2%Added
Centerpoint Advisors, LLC435$39.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC508$45.4K0.01%00.0%Unchanged
Quadrant Capital Group LLC531$47.5K0.00%00.0%Unchanged
Quest Partners LLC564$50.5K0.01%−11,148−95.2%Reduced
Horizon Bancorp Inc566$51.0K0.02%−41−6.8%Reduced
FinTrust Capital Advisors, LLC597$53.4K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.605$54.1K0.02%+605New
ORG Partners LLC612$54.5K0.10%+532+665.0%Added
Truvestments Capital LLC613$54.8K0.02%+2+0.3%Added