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 |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 2,656 | $237.6K | 0.04% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,651 | $237.2K | 0.28% | −104−3.8% | Reduced |
| J. W. Coons Advisors, LLC | 2,645 | $236.6K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,596 | $232.2K | 0.00% | −375−12.6% | Reduced |
| Fort, L.P. | 2,589 | $231.6K | 0.58% | +2,589 | New |
| BCJ Capital Management, LLC | 2,580 | $230.8K | 0.02% | +2,580 | New |
| Fulton Bank, N.A. | 2,540 | $227.2K | 0.01% | −181−6.7% | Reduced |
| Camden Capital, LLC | 2,526 | $226.0K | 0.02% | +2,526 | New |
| Systematic Portfolios LLC | 2,519 | $225.3K | 0.77% | +2,519 | New |
| Ci Investments Inc. | 2,519 | $225.0K | 0.00% | +360+16.7% | Added |
| Jarislowsky, Fraser Ltd | 2,494 | $223.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,435 | $217.8K | 0.01% | +2,435 | New |
| Lazard Asset Management LLC | 2,417 | $216.0K | 0.00% | +1,932+398.4% | Added |
| Somerset Trust Co | 2,414 | $216.0K | 0.09% | −60−2.4% | Reduced |
| Gateway Investment Advisers LLC | 2,402 | $214.9K | 0.00% | +2,402 | New |
| TFG Advisers LLC | 2,400 | $214.7K | 0.08% | +2,400 | New |
| S&CO Inc | 2,400 | $214.0K | 0.02% | +2,400 | New |
| Diversify Advisory Services, LLC | 2,384 | $212.4K | 0.01% | +2,384 | New |
| Old Mission Capital LLC | 2,371 | $212.1K | 0.01% | +2,371 | New |
| Clarus Wealth Advisors | 2,442 | $208.9K | 0.12% | −55−2.2% | Reduced |
| Founders Financial Alliance, LLC | 2,316 | $207.2K | 0.06% | +2,316 | New |
| Alberta Investment Management Corp | 2,300 | $205.8K | 0.00% | +2,300 | New |
| State of Wyoming | 2,288 | $204.7K | 0.03% | +685+42.7% | Added |
| Proequities, Inc. | 2,250 | $201.3K | 0.01% | +141+6.7% | Added |
| Lake Street Advisors Group, LLC | 2,246 | $200.9K | 0.01% | +2,246 | New |
| Cidel Asset Management Inc | 2,245 | $200.8K | 0.02% | +2,245 | New |
| Capstone Investment Advisors, LLC | 2,234 | $199.9K | 0.00% | +2,234 | New |
| Bank of New Hampshire | 2,173 | $194.4K | 0.05% | −206−8.7% | Reduced |
| Eagle Bay Advisors LLC | 2,038 | $182.3K | 0.11% | −482−19.1% | Reduced |
| Horizon Investments, LLC | 1,929 | $171.9K | 0.00% | −207−9.7% | Reduced |
| BKM Wealth Management, LLC | 1,890 | $169.1K | 0.07% | −48−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,873 | $167.6K | 0.00% | −133−6.6% | Reduced |
| GAMMA Investing LLC | 1,869 | $167.2K | 0.03% | +381+25.6% | Added |
| Gladius Capital Management LP | 1,747 | $156.3K | 0.15% | −171−8.9% | Reduced |
| Smithfield Trust Co | 1,612 | $144.0K | 0.01% | +42+2.7% | Added |
| Natixis Investment Managers International | 1,604 | $143.5K | 0.01% | −195−10.8% | Reduced |
| Spire Wealth Management | 1,577 | $141.0K | 0.00% | −58−3.5% | Reduced |
| Global Retirement Partners, LLC | 1,507 | $134.8K | 0.01% | +1+0.1% | Added |
| First Command Advisory Services, Inc. | 1,475 | $132.0K | 0.00% | +1,475 | New |
| Kepos Capital LP | 1,403 | $126.0K | 0.03% | −64−4.4% | Reduced |
| Impact Partnership Wealth, LLC | 1,329 | $118.9K | 0.05% | +1,329 | New |
| GeoWealth Management, LLC | 1,315 | $117.6K | 0.00% | +67+5.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,272 | $113.8K | 0.01% | +580+83.8% | Added |
| Highlander Capital Management, LLC | 1,200 | $107.4K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 1,091 | $97.6K | 0.00% | +3+0.3% | Added |
| Addison Advisors LLC | 1,066 | $95.4K | 0.03% | +150+16.4% | Added |
| Signaturefd, LLC | 938 | $83.9K | 0.00% | −23−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 920 | $82.3K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 910 | $81.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 861 | $77.0K | 0.01% | +3+0.3% | Added |
| Twin Tree Management, LP | 737 | $65.9K | 0.00% | +166+29.1% | Added |
| Parallel Advisors, LLC | 719 | $64.3K | 0.00% | +151+26.6% | Added |
| Huntington National Bank | 689 | $61.6K | 0.00% | −44−6.0% | Reduced |
| Optimum Investment Advisors | 687 | $61.4K | 0.03% | +1+0.1% | Added |
| Ancora Advisors, LLC | 641 | $57.3K | 0.00% | +557+663.1% | Added |
| Truvestments Capital LLC | 613 | $54.8K | 0.02% | +2+0.3% | Added |
| ORG Partners LLC | 612 | $54.5K | 0.10% | +532+665.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 605 | $54.1K | 0.02% | +605 | New |
| FinTrust Capital Advisors, LLC | 597 | $53.4K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 566 | $51.0K | 0.02% | −41−6.8% | Reduced |
| Quest Partners LLC | 564 | $50.5K | 0.01% | −11,148−95.2% | Reduced |
| Quadrant Capital Group LLC | 531 | $47.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 508 | $45.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 435 | $39.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 429 | $38.2K | 0.00% | +114+36.2% | Added |
| Quent Capital, LLC | 419 | $37.5K | 0.00% | +18+4.5% | Added |
| Arrow Financial Corp | 390 | $34.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 390 | $34.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 369 | $33.0K | 0.00% | −1,419−79.4% | Reduced |
| Resources Management Corp | 350 | $31.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 335 | $30.0K | 0.00% | +127+61.1% | Added |
| Capital Advisors, Ltd. LLC | 309 | $28.0K | 0.00% | +5+1.6% | Added |
| Allworth Financial LP | 303 | $27.1K | 0.00% | −22−6.8% | Reduced |
| NewSquare Capital LLC | 300 | $26.8K | 0.00% | −1,417−82.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 290 | $25.9K | 0.01% | +90+45.0% | Added |
| Principal Securities, Inc. | 266 | $23.8K | 0.00% | +15+6.0% | Added |
| Parkside Financial Bank & Trust | 265 | $23.7K | 0.00% | +45+20.5% | Added |
| Harbour Investments, Inc. | 264 | $23.6K | 0.00% | +200+312.5% | Added |
| LRI Investments, LLC | 257 | $23.0K | 0.01% | +257 | New |
| Venturi Wealth Management, LLC | 251 | $22.5K | 0.00% | +146+139.0% | Added |
| JJJ Advisors Inc. | 250 | $22.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 247 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 244 | $20.2K | 0.00% | +86+54.4% | Added |
| JFS Wealth Advisors, LLC | 213 | $19.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 211 | $18.9K | 0.00% | +211 | New |
| Whittier Trust Co of Nevada Inc | 210 | $18.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 200 | $17.9K | 0.00% | −3−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 200 | $17.9K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 190 | $17.0K | 0.00% | −1−0.5% | Reduced |
| Millburn Ridgefield Corp | 186 | $16.6K | 0.00% | −8−4.1% | Reduced |
| Catalyst Capital Advisors LLC | 186 | $16.6K | 0.00% | −8−4.1% | Reduced |
| Versant Capital Management, Inc | 180 | $16.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 173 | $15.5K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 172 | $15.4K | 0.00% | +172 | New |
| Criterion Capital Advisors, LLC | 170 | $15.2K | 0.01% | −50−22.7% | Reduced |
| DT Investment Partners, LLC | 164 | $14.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $14.5K | 0.00% | +129+390.9% | Added |
| Distillate Capital Partners LLC | 162 | $14.5K | 2.43% | +162 | New |
| Aspect Partners, LLC | 157 | $14.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 150 | $13.4K | 0.00% | +150 | New |