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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 5,252 | $464.9K | 0.00% | +79+1.5% | Added |
| GWM Advisors LLC | 5,193 | $464.6K | 0.00% | +2,614+101.4% | Added |
| HRT Financial LP | 5,176 | $463.0K | 0.00% | −52,459−91.0% | Reduced |
| Global X Japan Co., Ltd. | 5,147 | $460.5K | 0.10% | +115+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,080 | $454.5K | 0.02% | −2,959−36.8% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $447.3K | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 5,354 | $443.5K | 0.00% | −12,949−70.7% | Reduced |
| Metropolitan Life Insurance Co | 4,953 | $443.1K | 0.02% | −45−0.9% | Reduced |
| Fox Run Management, L.L.C. | 4,949 | $442.7K | 0.10% | +4,949 | New |
| Kessler Investment Group, LLC | 4,914 | $439.6K | 0.27% | +1,764+56.0% | Added |
| Bridgewater Associates, LP | 4,870 | $435.7K | 0.00% | −1,363−21.9% | Reduced |
| Burney Co | 4,778 | $427.4K | 0.02% | −2,245−32.0% | Reduced |
| MAI Capital Management | 4,697 | $420.2K | 0.00% | −452−8.8% | Reduced |
| RMR Wealth Builders | 4,671 | $417.9K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,637 | $414.8K | 0.01% | −1,408−23.3% | Reduced |
| Swiss Life Asset Management Ltd | 4,627 | $413.9K | 0.01% | −1,471−24.1% | Reduced |
| Empirical Finance, LLC | 4,618 | $413.1K | 0.03% | +149+3.3% | Added |
| Phoenix Holdings Ltd. | 4,521 | $403.4K | 0.01% | −320−6.6% | Reduced |
| Banco BTG Pactual S.A. | 4,508 | $401.7K | 0.13% | +4,508 | New |
| Larson Financial Group LLC | 4,420 | $395.4K | 0.03% | +1,713+63.3% | Added |
| First Manhattan Co | 4,350 | $389.2K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,294 | $384.1K | 0.02% | +772+21.9% | Added |
| Atria Wealth Solutions, Inc. | 4,277 | $382.6K | 0.00% | −2,714−38.8% | Reduced |
| Ellevest, Inc. | 4,238 | $379.1K | 0.02% | −97−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,164 | $372.5K | 0.01% | +766+22.5% | Added |
| ISAM Funds (UK) Ltd | 4,156 | $371.8K | 0.21% | +4,156 | New |
| First Horizon Advisors, Inc. | 4,141 | $370.5K | 0.01% | −26−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,118 | $368.4K | 0.03% | −6−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 4,117 | $368.3K | 0.00% | −597−12.7% | Reduced |
| Trillium Asset Management, LLC | 4,104 | $366.9K | 0.01% | −58,186−93.4% | Reduced |
| Joel Isaacson & Co., LLC | 4,088 | $365.7K | 0.02% | +88+2.2% | Added |
| Norinchukin Bank, The | 4,073 | $364.4K | 0.01% | −53−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 4,360 | $364.3K | 0.02% | +1,152+35.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,053 | $362.6K | 0.02% | −323−7.4% | Reduced |
| Avestar Capital, LLC | 4,043 | $361.7K | 0.04% | −248−5.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,007 | $358.5K | 0.05% | +1,372+52.1% | Added |
| Lighthouse Investment Partners, LLC | 4,000 | $357.8K | 0.02% | +4,000 | New |
| Cornerstone Wealth Management, LLC | 3,946 | $353.0K | 0.03% | +3,946 | New |
| Blair William & Co | 3,930 | $351.6K | 0.00% | −560−12.5% | Reduced |
| 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 |
| Northwestern Mutual Investment Management Company, LLC | 3,898 | $348.7K | 0.01% | +11+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,870 | $346.2K | 0.21% | +3,870 | New |
| Insight Folios Inc | 3,835 | $343.1K | 0.14% | −673−14.9% | Reduced |
| USA Financial Portformulas Corp | 3,814 | $341.2K | 0.06% | −519−12.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,800 | $339.9K | 0.01% | +530+16.2% | Added |
| Mesirow Financial Investment Management, Inc. | 3,765 | $336.8K | 0.01% | −41−1.1% | Reduced |
| Stephens Inc | 3,745 | $335.0K | 0.01% | +67+1.8% | Added |
| Glenmede Trust Co NA | 3,741 | $334.7K | 0.00% | +599+19.1% | Added |
| CIBC World Markets Inc. | 3,607 | $323.0K | 0.00% | −914−20.2% | Reduced |
| Financial Advocates Investment Management | 3,589 | $321.1K | 0.02% | +141+4.1% | Added |
| Loudon Investment Management, LLC | 3,571 | $319.5K | 0.18% | −2,005−36.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,568 | $319.2K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,503 | $313.4K | 0.00% | −5,559−61.3% | Reduced |
| Aquatic Capital Management LLC | 3,500 | $313.1K | 0.01% | +3,500 | New |
| GYL Financial Synergies, LLC | 3,476 | $311.0K | 0.02% | +180+5.5% | Added |
| PFG Investments, LLC | 3,425 | $306.4K | 0.02% | +3,425 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,423 | $306.0K | 0.01% | +1,595+87.3% | Added |
| Penserra Capital Management LLC | 3,411 | $305.0K | 0.00% | −1,413−29.3% | Reduced |
| Spears Abacus Advisors LLC | 3,399 | $304.1K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,368 | $301.3K | 0.01% | +221+7.0% | Added |
| Rakuten Investment Management, Inc. | 3,303 | $295.5K | 0.00% | +2,998+983.0% | Added |
| Integrated Wealth Concepts LLC | 3,279 | $293.3K | 0.00% | +65+2.0% | Added |
| Siemens Fonds Invest GmbH | 3,226 | $288.6K | 0.02% | −88−2.7% | Reduced |
| IFP Advisors, Inc | 3,203 | $286.6K | 0.01% | −186−5.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,200 | $286.3K | 0.08% | +3,200 | New |
| Jefferies Financial Group Inc. | 3,180 | $284.5K | 0.01% | +3,180 | New |
| GEM Asset Management, LLC | 3,284 | $283.9K | 0.19% | −1,129−25.6% | Reduced |
| Hudock, Inc. | 3,108 | $278.1K | 0.06% | +13+0.4% | Added |
| Smith Shellnut Wilson LLC | 3,098 | $277.1K | 0.15% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,071 | $274.7K | 0.05% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,067 | $274.4K | 0.20% | −1,111−26.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,038 | $271.8K | 0.08% | +53+1.8% | Added |
| Trajan Wealth LLC | 3,037 | $271.7K | 0.02% | +3,037 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,030 | $271.1K | 0.01% | −300−9.0% | Reduced |
| Raymond James Trust N.A. | 3,020 | $270.2K | 0.01% | +23+0.8% | Added |
| Philadelphia Trust Co | 3,000 | $268.0K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,994 | $267.9K | 0.03% | +328+12.3% | Added |
| Vestcor Inc | 2,968 | $266.0K | 0.01% | −35−1.2% | Reduced |
| Groesbeck Investment Management Corp | 2,960 | $265.0K | 0.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,969 | $262.5K | 0.01% | +657+19.8% | Added |
| IHT Wealth Management, LLC | 2,914 | $260.7K | 0.01% | +2,914 | New |
| Townsend Asset Management Corp | 2,914 | $260.6K | 0.10% | +12+0.4% | Added |
| 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 |
| Davenport & Co LLC | 2,855 | $255.4K | 0.00% | +2,855 | New |
| Keybank National Association | 2,834 | $253.5K | 0.00% | −12−0.4% | Reduced |
| Nixon Peabody Trust Co | 2,830 | $253.2K | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 2,813 | $251.7K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,811 | $251.5K | 0.00% | −463−14.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,771 | $247.9K | 0.00% | +2,771 | New |
| Covestor Ltd | 2,749 | $246.0K | 0.16% | +1,370+99.3% | Added |
| SeaCrest Wealth Management, LLC | 2,747 | $245.7K | 0.03% | −29−1.0% | Reduced |
| EP Wealth Advisors, LLC | 2,744 | $245.5K | 0.00% | +2,744 | New |
| Wealth Alliance | 2,742 | $245.3K | 0.03% | +2,742 | New |
| Moneta Group Investment Advisors LLC | 2,711 | $242.5K | 0.00% | +24+0.9% | Added |
| Copperwynd Financial, LLC | 2,703 | $241.8K | 0.09% | +2,703 | New |
| T. Rowe Price Investment Management, Inc. | 2,682 | $240.0K | 0.00% | +1,436+115.2% | Added |
| Wedmont Private Capital | 2,755 | $238.2K | 0.02% | +91+3.4% | Added |
| Ostrum Asset Management | 2,657 | $237.7K | 0.02% | +745+39.0% | Added |