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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 641 | $57.3K | 0.00% | +557+663.1% | Added |
| Optimum Investment Advisors | 687 | $61.4K | 0.03% | +1+0.1% | Added |
| Huntington National Bank | 689 | $61.6K | 0.00% | −44−6.0% | Reduced |
| Parallel Advisors, LLC | 719 | $64.3K | 0.00% | +151+26.6% | Added |
| Twin Tree Management, LP | 737 | $65.9K | 0.00% | +166+29.1% | Added |
| Private Trust Co NA | 861 | $77.0K | 0.01% | +3+0.3% | Added |
| Westpac Banking Corp | 910 | $81.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 920 | $82.3K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 938 | $83.9K | 0.00% | −23−2.4% | Reduced |
| Addison Advisors LLC | 1,066 | $95.4K | 0.03% | +150+16.4% | Added |
| Umb Bank N A | 1,091 | $97.6K | 0.00% | +3+0.3% | Added |
| Highlander Capital Management, LLC | 1,200 | $107.4K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,272 | $113.8K | 0.01% | +580+83.8% | Added |
| GeoWealth Management, LLC | 1,315 | $117.6K | 0.00% | +67+5.4% | Added |
| Impact Partnership Wealth, LLC | 1,329 | $118.9K | 0.05% | +1,329 | New |
| Kepos Capital LP | 1,403 | $126.0K | 0.03% | −64−4.4% | Reduced |
| First Command Advisory Services, Inc. | 1,475 | $132.0K | 0.00% | +1,475 | New |
| Global Retirement Partners, LLC | 1,507 | $134.8K | 0.01% | +1+0.1% | Added |
| Spire Wealth Management | 1,577 | $141.0K | 0.00% | −58−3.5% | Reduced |
| Natixis Investment Managers International | 1,604 | $143.5K | 0.01% | −195−10.8% | Reduced |
| Smithfield Trust Co | 1,612 | $144.0K | 0.01% | +42+2.7% | Added |
| Gladius Capital Management LP | 1,747 | $156.3K | 0.15% | −171−8.9% | Reduced |
| GAMMA Investing LLC | 1,869 | $167.2K | 0.03% | +381+25.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,873 | $167.6K | 0.00% | −133−6.6% | Reduced |
| BKM Wealth Management, LLC | 1,890 | $169.1K | 0.07% | −48−2.5% | Reduced |
| Horizon Investments, LLC | 1,929 | $171.9K | 0.00% | −207−9.7% | Reduced |
| Eagle Bay Advisors LLC | 2,038 | $182.3K | 0.11% | −482−19.1% | Reduced |
| Bank of New Hampshire | 2,173 | $194.4K | 0.05% | −206−8.7% | Reduced |
| Capstone Investment Advisors, LLC | 2,234 | $199.9K | 0.00% | +2,234 | New |
| Cidel Asset Management Inc | 2,245 | $200.8K | 0.02% | +2,245 | New |
| Lake Street Advisors Group, LLC | 2,246 | $200.9K | 0.01% | +2,246 | New |
| Proequities, Inc. | 2,250 | $201.3K | 0.01% | +141+6.7% | Added |
| State of Wyoming | 2,288 | $204.7K | 0.03% | +685+42.7% | Added |
| Alberta Investment Management Corp | 2,300 | $205.8K | 0.00% | +2,300 | New |
| Founders Financial Alliance, LLC | 2,316 | $207.2K | 0.06% | +2,316 | New |
| Clarus Wealth Advisors | 2,442 | $208.9K | 0.12% | −55−2.2% | Reduced |
| Old Mission Capital LLC | 2,371 | $212.1K | 0.01% | +2,371 | New |
| Diversify Advisory Services, LLC | 2,384 | $212.4K | 0.01% | +2,384 | New |
| S&CO Inc | 2,400 | $214.0K | 0.02% | +2,400 | New |
| TFG Advisers LLC | 2,400 | $214.7K | 0.08% | +2,400 | New |
| Gateway Investment Advisers LLC | 2,402 | $214.9K | 0.00% | +2,402 | New |
| Somerset Trust Co | 2,414 | $216.0K | 0.09% | −60−2.4% | Reduced |
| Lazard Asset Management LLC | 2,417 | $216.0K | 0.00% | +1,932+398.4% | Added |
| Dynamic Advisor Solutions LLC | 2,435 | $217.8K | 0.01% | +2,435 | New |
| Jarislowsky, Fraser Ltd | 2,494 | $223.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,519 | $225.0K | 0.00% | +360+16.7% | Added |
| Systematic Portfolios LLC | 2,519 | $225.3K | 0.77% | +2,519 | New |
| Camden Capital, LLC | 2,526 | $226.0K | 0.02% | +2,526 | New |
| Fulton Bank, N.A. | 2,540 | $227.2K | 0.01% | −181−6.7% | Reduced |
| BCJ Capital Management, LLC | 2,580 | $230.8K | 0.02% | +2,580 | New |
| Fort, L.P. | 2,589 | $231.6K | 0.58% | +2,589 | New |
| Wealthspire Advisors, LLC | 2,596 | $232.2K | 0.00% | −375−12.6% | Reduced |
| J. W. Coons Advisors, LLC | 2,645 | $236.6K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,651 | $237.2K | 0.28% | −104−3.8% | Reduced |
| Jmac Enterprises LLC | 2,656 | $237.6K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,657 | $237.7K | 0.02% | +745+39.0% | Added |
| Wedmont Private Capital | 2,755 | $238.2K | 0.02% | +91+3.4% | Added |
| T. Rowe Price Investment Management, Inc. | 2,682 | $240.0K | 0.00% | +1,436+115.2% | Added |
| Copperwynd Financial, LLC | 2,703 | $241.8K | 0.09% | +2,703 | New |
| Moneta Group Investment Advisors LLC | 2,711 | $242.5K | 0.00% | +24+0.9% | Added |
| Wealth Alliance | 2,742 | $245.3K | 0.03% | +2,742 | New |
| EP Wealth Advisors, LLC | 2,744 | $245.5K | 0.00% | +2,744 | New |
| SeaCrest Wealth Management, LLC | 2,747 | $245.7K | 0.03% | −29−1.0% | Reduced |
| Covestor Ltd | 2,749 | $246.0K | 0.16% | +1,370+99.3% | Added |
| Prime Capital Investment Advisors, LLC | 2,771 | $247.9K | 0.00% | +2,771 | New |
| United Capital Financial Advisers, LLC | 2,811 | $251.5K | 0.00% | −463−14.1% | Reduced |
| Public Sector Pension Investment Board | 2,813 | $251.7K | 0.00% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,830 | $253.2K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 2,834 | $253.5K | 0.00% | −12−0.4% | Reduced |
| Davenport & Co LLC | 2,855 | $255.4K | 0.00% | +2,855 | New |
| Symmetry Partners, LLC | 2,907 | $260.0K | 0.02% | −660−18.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,904 | $260.0K | 0.00% | +67+2.4% | Added |
| Townsend Asset Management Corp | 2,914 | $260.6K | 0.10% | +12+0.4% | Added |
| IHT Wealth Management, LLC | 2,914 | $260.7K | 0.01% | +2,914 | New |
| National Asset Management, Inc. | 3,969 | $262.5K | 0.01% | +657+19.8% | Added |
| Groesbeck Investment Management Corp | 2,960 | $265.0K | 0.28% | 00.0% | Unchanged |
| Vestcor Inc | 2,968 | $266.0K | 0.01% | −35−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,994 | $267.9K | 0.03% | +328+12.3% | Added |
| Philadelphia Trust Co | 3,000 | $268.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,020 | $270.2K | 0.01% | +23+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,030 | $271.1K | 0.01% | −300−9.0% | Reduced |
| Trajan Wealth LLC | 3,037 | $271.7K | 0.02% | +3,037 | New |
| Dumont & Blake Investment Advisors LLC | 3,038 | $271.8K | 0.08% | +53+1.8% | Added |
| Florida Financial Advisors, LLC | 3,067 | $274.4K | 0.20% | −1,111−26.6% | Reduced |
| V-Square Quantitative Management LLC | 3,071 | $274.7K | 0.05% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,098 | $277.1K | 0.15% | 00.0% | Unchanged |
| Hudock, Inc. | 3,108 | $278.1K | 0.06% | +13+0.4% | Added |
| GEM Asset Management, LLC | 3,284 | $283.9K | 0.19% | −1,129−25.6% | Reduced |
| Jefferies Financial Group Inc. | 3,180 | $284.5K | 0.01% | +3,180 | New |
| Catalyst Funds Management Pty Ltd | 3,200 | $286.3K | 0.08% | +3,200 | New |
| IFP Advisors, Inc | 3,203 | $286.6K | 0.01% | −186−5.5% | Reduced |
| Siemens Fonds Invest GmbH | 3,226 | $288.6K | 0.02% | −88−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,279 | $293.3K | 0.00% | +65+2.0% | Added |
| Rakuten Investment Management, Inc. | 3,303 | $295.5K | 0.00% | +2,998+983.0% | Added |
| Coldstream Capital Management Inc | 3,368 | $301.3K | 0.01% | +221+7.0% | Added |
| Spears Abacus Advisors LLC | 3,399 | $304.1K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,411 | $305.0K | 0.00% | −1,413−29.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,423 | $306.0K | 0.01% | +1,595+87.3% | Added |
| PFG Investments, LLC | 3,425 | $306.4K | 0.02% | +3,425 | New |
| GYL Financial Synergies, LLC | 3,476 | $311.0K | 0.02% | +180+5.5% | Added |