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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 138 | $12.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 140 | $12.0K | 0.00% | −3,333−96.0% | Reduced |
| Key Financial Inc | 133 | $11.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 117 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 114 | $10.2K | 0.00% | −100−46.7% | Reduced |
| Valley National Advisers Inc | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 109 | $9.75K | 0.01% | +12+12.4% | Added |
| MV Capital Management, Inc. | 104 | $9.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $8.88K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 90 | $8.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $8.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $7.69K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 83 | $7.39K | 0.00% | +2+2.5% | Added |
| TD Waterhouse Canada Inc. | 60 | $7.21K | 0.00% | −249−80.6% | Reduced |
| Ameliora Wealth Management Ltd. | 80 | $7.16K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $7.07K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 80 | $6.91K | 0.00% | +80 | New |
| Crewe Advisors LLC | 73 | $6.53K | 0.00% | +73 | New |
| Harbor Investment Advisory, LLC | 67 | $5.99K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 59 | $5.28K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 56 | $5.01K | 0.00% | −95−62.9% | Reduced |
| Zions Bancorporation, N.A. | 53 | $4.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $4.38K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 44 | $3.94K | 0.00% | +44 | New |
| Abich Financial Wealth Management LLC | 37 | $3.31K | 0.00% | +37 | New |
| Cullen/Frost Bankers, Inc. | 36 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $3.13K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 34 | $3.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $2.67K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 29 | $2.60K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 26 | $2.33K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $2.15K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $1.96K | 0.00% | −64−74.4% | Reduced |
| Bokf, NA | 21 | $1.87K | 0.00% | −3−12.5% | Reduced |
| SRS Capital Advisors, Inc. | 19 | $1.70K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.34K | 0.00% | +15 | New |
| MCF Advisors LLC | 12 | $1.07K | 0.00% | +2+20.0% | Added |
| AdvisorNet Financial, Inc | 10 | $895 | 0.00% | −37−78.7% | Reduced |
| Anchor Investment Management, LLC | 10 | $895 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $864 | 0.00% | +2+25.0% | Added |
| True Wealth Design, LLC | 8 | $716 | 0.00% | +3+60.0% | Added |
| TFC Financial Management | 7 | $630 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 7 | $626 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 8 | $554 | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 5 | $447 | 0.00% | −9−64.3% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $269 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $269 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 2 | $179 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −192,084−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −183,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −136,538−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −122,717−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −66,624−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −55,900−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −40,359−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −31,981−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −25,097−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −22,879−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −22,394−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −16,461−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,317−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,189−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,017−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −9,729−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −9,058−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,542−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,942−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −6,533−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −5,753−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −5,071−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,011−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,658−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,617−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |