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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 3,500 | $313.1K | 0.01% | +3,500 | New |
| Captrust Financial Advisors | 3,503 | $313.4K | 0.00% | −5,559−61.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,568 | $319.2K | 0.02% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 3,571 | $319.5K | 0.18% | −2,005−36.0% | Reduced |
| Financial Advocates Investment Management | 3,589 | $321.1K | 0.02% | +141+4.1% | Added |
| CIBC World Markets Inc. | 3,607 | $323.0K | 0.00% | −914−20.2% | Reduced |
| Glenmede Trust Co NA | 3,741 | $334.7K | 0.00% | +599+19.1% | Added |
| Stephens Inc | 3,745 | $335.0K | 0.01% | +67+1.8% | Added |
| Mesirow Financial Investment Management, Inc. | 3,765 | $336.8K | 0.01% | −41−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,800 | $339.9K | 0.01% | +530+16.2% | Added |
| USA Financial Portformulas Corp | 3,814 | $341.2K | 0.06% | −519−12.0% | Reduced |
| Insight Folios Inc | 3,835 | $343.1K | 0.14% | −673−14.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,870 | $346.2K | 0.21% | +3,870 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,898 | $348.7K | 0.01% | +11+0.3% | Added |
| Savvy Advisors, Inc. | 3,900 | $348.9K | 0.20% | −200−4.9% | Reduced |
| Nicolet Bankshares Inc | 3,900 | $348.9K | 0.09% | −81−2.0% | Reduced |
| Blair William & Co | 3,930 | $351.6K | 0.00% | −560−12.5% | Reduced |
| Cornerstone Wealth Management, LLC | 3,946 | $353.0K | 0.03% | +3,946 | New |
| Lighthouse Investment Partners, LLC | 4,000 | $357.8K | 0.02% | +4,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,007 | $358.5K | 0.05% | +1,372+52.1% | Added |
| Avestar Capital, LLC | 4,043 | $361.7K | 0.04% | −248−5.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,053 | $362.6K | 0.02% | −323−7.4% | Reduced |
| Ameritas Advisory Services, LLC | 4,360 | $364.3K | 0.02% | +1,152+35.9% | Added |
| Norinchukin Bank, The | 4,073 | $364.4K | 0.01% | −53−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 4,088 | $365.7K | 0.02% | +88+2.2% | Added |
| Trillium Asset Management, LLC | 4,104 | $366.9K | 0.01% | −58,186−93.4% | Reduced |
| Avantax Advisory Services, Inc. | 4,117 | $368.3K | 0.00% | −597−12.7% | Reduced |
| Resonant Capital Advisors, LLC | 4,118 | $368.4K | 0.03% | −6−0.1% | Reduced |
| First Horizon Advisors, Inc. | 4,141 | $370.5K | 0.01% | −26−0.6% | Reduced |
| ISAM Funds (UK) Ltd | 4,156 | $371.8K | 0.21% | +4,156 | New |
| Ronald Blue Trust, Inc. | 4,164 | $372.5K | 0.01% | +766+22.5% | Added |
| Ellevest, Inc. | 4,238 | $379.1K | 0.02% | −97−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 4,277 | $382.6K | 0.00% | −2,714−38.8% | Reduced |
| CWA Asset Management Group, LLC | 4,294 | $384.1K | 0.02% | +772+21.9% | Added |
| First Manhattan Co | 4,350 | $389.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,420 | $395.4K | 0.03% | +1,713+63.3% | Added |
| Banco BTG Pactual S.A. | 4,508 | $401.7K | 0.13% | +4,508 | New |
| Phoenix Holdings Ltd. | 4,521 | $403.4K | 0.01% | −320−6.6% | Reduced |
| Empirical Finance, LLC | 4,618 | $413.1K | 0.03% | +149+3.3% | Added |
| Swiss Life Asset Management Ltd | 4,627 | $413.9K | 0.01% | −1,471−24.1% | Reduced |
| Fiduciary Trust Co | 4,637 | $414.8K | 0.01% | −1,408−23.3% | Reduced |
| RMR Wealth Builders | 4,671 | $417.9K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 4,697 | $420.2K | 0.00% | −452−8.8% | Reduced |
| Burney Co | 4,778 | $427.4K | 0.02% | −2,245−32.0% | Reduced |
| Bridgewater Associates, LP | 4,870 | $435.7K | 0.00% | −1,363−21.9% | Reduced |
| Kessler Investment Group, LLC | 4,914 | $439.6K | 0.27% | +1,764+56.0% | Added |
| Fox Run Management, L.L.C. | 4,949 | $442.7K | 0.10% | +4,949 | New |
| Metropolitan Life Insurance Co | 4,953 | $443.1K | 0.02% | −45−0.9% | Reduced |
| APG Asset Management N.V. | 5,354 | $443.5K | 0.00% | −12,949−70.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $447.3K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,080 | $454.5K | 0.02% | −2,959−36.8% | Reduced |
| Global X Japan Co., Ltd. | 5,147 | $460.5K | 0.10% | +115+2.3% | Added |
| HRT Financial LP | 5,176 | $463.0K | 0.00% | −52,459−91.0% | Reduced |
| GWM Advisors LLC | 5,193 | $464.6K | 0.00% | +2,614+101.4% | Added |
| Federation des caisses Desjardins du Quebec | 5,252 | $464.9K | 0.00% | +79+1.5% | Added |
| Park Avenue Securities LLC | 5,237 | $468.0K | 0.01% | +39+0.8% | Added |
| Donoghue Forlines LLC | 5,273 | $471.7K | 0.13% | −3,317−38.6% | Reduced |
| Advisory Services Network, LLC | 5,353 | $478.9K | 0.01% | +1,903+55.2% | Added |
| Prelude Capital Management, LLC | 5,411 | $484.1K | 0.03% | −719−11.7% | Reduced |
| Gen-Wealth Partners Inc | 5,580 | $499.2K | 0.25% | +5,580 | New |
| Keebeck Alpha, LP | 5,637 | $504.3K | 0.33% | −493−8.0% | Reduced |
| Algebris (UK) Ltd | 6,109 | $506.5K | 0.22% | +140+2.3% | Added |
| Candriam Luxembourg S.C.A. | – | $511.8K | 0.00% | – | – |
| Banque Cantonale Vaudoise | 5,778 | $517.0K | 0.02% | +5,113+768.9% | Added |
| Greenleaf Trust | 5,787 | $517.7K | 0.00% | −12−0.2% | Reduced |
| First Hawaiian Bank | 5,790 | $518.0K | 0.02% | −34−0.6% | Reduced |
| Metis Global Partners, LLC | 5,987 | $535.6K | 0.02% | −33−0.5% | Reduced |
| Options Solutions, LLC | 6,000 | $536.8K | 0.31% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,150 | $550.0K | 0.02% | −300−4.7% | Reduced |
| Buckhead Capital Management LLC | 6,243 | $558.5K | 0.19% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 6,266 | $560.5K | 0.44% | +6,266 | New |
| Sentry Investment Management LLC | 6,327 | $566.0K | 0.22% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 6,341 | $567.1K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,442 | $576.3K | 0.03% | +6,442 | New |
| M&T Bank Corp | 6,451 | $576.9K | 0.00% | +103+1.6% | Added |
| Diversified Trust Co | 6,543 | $585.3K | 0.02% | +4+0.1% | Added |
| SevenBridge Financial Group, LLC | 7,022 | $592.0K | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,681 | $597.7K | 0.01% | +3,271+95.9% | Added |
| Sherbrooke Park Advisers LLC | 6,693 | $598.8K | 0.12% | +6,693 | New |
| Centiva Capital, LP | 6,709 | $600.2K | 0.03% | −4,067−37.7% | Reduced |
| Handelsbanken Fonder AB | 6,757 | $604.0K | 0.00% | −4,680−40.9% | Reduced |
| Revisor Wealth Management LLC | 7,211 | $620.0K | 0.28% | +3,799+111.3% | Added |
| Oppenheimer Asset Management Inc. | 7,058 | $631.4K | 0.01% | −552−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 7,075 | $632.9K | 0.02% | −14,045−66.5% | Reduced |
| Securian Asset Management, Inc | 7,125 | $637.4K | 0.02% | −623−8.0% | Reduced |
| Hillsdale Investment Management Inc. | 7,150 | $639.6K | 0.05% | −200−2.7% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $644.1K | 0.01% | −200−2.7% | Reduced |
| Simmons Bank | 7,210 | $645.0K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 7,462 | $646.9K | 0.01% | +3,987+114.7% | Added |
| Contravisory Investment Management, Inc. | 7,400 | $662.0K | 0.15% | +5,226+240.4% | Added |
| Snowden Capital Advisors LLC | 7,424 | $664.2K | 0.02% | −84−1.1% | Reduced |
| Aviva PLC | 7,434 | $665.0K | 0.00% | −505−6.4% | Reduced |
| BancorpSouth Bank | 7,544 | $674.9K | 0.05% | +7,544 | New |
| IMS Capital Management | 7,595 | $679.4K | 0.32% | −1,160−13.2% | Reduced |
| Shell Asset Management Co | 8,475 | $693.0K | 0.03% | +3,595+73.7% | Added |
| Duality Advisers, LP | 7,829 | $700.4K | 0.07% | −1,555−16.6% | Reduced |
| Plato Investment Management Ltd | 7,847 | $702.0K | 0.07% | +7,847 | New |
| Hartford Investment Management Co | 7,860 | $703.2K | 0.02% | −384−4.7% | Reduced |
| Sound Financial Strategies Group, LLC | 7,996 | $715.3K | 0.59% | −190−2.3% | Reduced |
| Graham Capital Management, L.P. | 8,000 | $715.7K | 0.02% | −11,295−58.5% | Reduced |