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, Q2 2024
Institutional positions in Smith A O Corp as of Jun 30, 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
- 642
- −5 vs. Q1 2024
- Shares held
- 111.0M
- −2.42M (−2.1%) vs. Q1 2024
- Total value
- $9.08B
- −$1.06B (−10.5%) vs. Q1 2024
- New holders
- 61
- 242 more added
- Sold out
- 66
- 243 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $328 | 0.00% | +2+100.0% | Added |
| Carolinas Wealth Consulting LLC | 5 | $409 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $491 | 0.00% | +3+100.0% | Added |
| True Wealth Design, LLC | 8 | $655 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $658 | 0.00% | +1+14.3% | Added |
| Cornerstone Planning Group LLC | 9 | $735 | 0.00% | +9 | New |
| Zions Bancorporation, N.A. | 9 | $736 | 0.00% | −44−83.0% | Reduced |
| AdvisorNet Financial, Inc | 10 | $818 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $818 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $982 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $990 | 0.00% | +2+20.0% | Added |
| Unique Wealth Strategies, LLC | 12 | $1.07K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16 | $1.31K | 0.00% | +16 | New |
| Opal Wealth Advisors, LLC | 16 | $1.31K | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.13K | 0.00% | +4+18.2% | Added |
| Global Financial Private Client, LLC | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 29 | $2.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.62K | 0.00% | −130−80.2% | Reduced |
| Park Place Capital Corp | 33 | $2.70K | 0.00% | −84−71.8% | Reduced |
| Missouri Trust & Investment Co | 34 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 36 | $2.94K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 41 | $3.35K | 0.00% | +4+10.8% | Added |
| Altshuler Shaham Ltd | 43 | $3.52K | 0.00% | −1−2.3% | Reduced |
| AlphaMark Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $4.01K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 55 | $4.50K | 0.00% | +55 | New |
| Creative Financial Designs Inc | 59 | $4.83K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 67 | $5.40K | 0.00% | +7+11.7% | Added |
| Harbor Investment Advisory, LLC | 69 | $5.64K | 0.00% | +2+3.0% | Added |
| Crewe Advisors LLC | 73 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 80 | $6.54K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 80 | $6.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 83 | $6.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $7.03K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 88 | $7.20K | 0.00% | +9+11.4% | Added |
| Bell Investment Advisors, Inc | 90 | $7.36K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 95 | $7.77K | 0.00% | +5+5.6% | Added |
| MV Capital Management, Inc. | 104 | $8.51K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 110 | $9.00K | 0.00% | −487−81.6% | Reduced |
| Valley National Advisers Inc | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 130 | $10.6K | 0.00% | −43−24.9% | Reduced |
| SOA Wealth Advisors, LLC. | 138 | $11.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $11.7K | 0.00% | +10+7.5% | Added |
| Aspect Partners, LLC | 157 | $12.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 164 | $13.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 164 | $13.4K | 0.00% | +145+763.2% | Added |
| Criterion Capital Advisors, LLC | 170 | $13.9K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 179 | $14.6K | 0.00% | −7−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 179 | $14.6K | 0.00% | −7−3.8% | Reduced |
| M&R Capital Management Inc | 189 | $15.4K | 0.00% | −1−0.5% | Reduced |
| NBC Securities, Inc. | 206 | $16.0K | 0.00% | −41−16.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $16.4K | 0.00% | −3,000−93.8% | Reduced |
| TD Private Client Wealth LLC | 208 | $17.0K | 0.00% | +8+4.0% | Added |
| Whittier Trust Co of Nevada Inc | 210 | $17.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 211 | $17.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $17.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 243 | $19.9K | 0.00% | +243 | New |
| Innealta Capital, LLC | 244 | $20.0K | 0.01% | +244 | New |
| Tobam | 240 | $20.0K | 0.00% | +240 | New |
| JJJ Advisors Inc. | 250 | $20.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 257 | $21.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 273 | $22.3K | 0.01% | −332−54.9% | Reduced |
| EverSource Wealth Advisors, LLC | 266 | $22.6K | 0.00% | +22+9.0% | Added |
| Newbridge Financial Services Group, Inc. | 290 | $23.7K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 296 | $24.2K | 0.01% | +296 | New |
| NewSquare Capital LLC | 300 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $24.5K | 0.00% | +100+50.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 300 | $24.5K | 0.00% | +300 | New |
| Financial Network Wealth Advisors LLC | 300 | $24.5K | 0.02% | +300 | New |
| Capital Advisors, Ltd. LLC | 308 | $25.0K | 0.00% | −1−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 335 | $27.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 354 | $28.4K | 0.00% | −75−17.5% | Reduced |
| Resources Management Corp | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 359 | $29.4K | 0.01% | +245+214.9% | Added |
| Venturi Wealth Management, LLC | 370 | $30.3K | 0.00% | +119+47.4% | Added |
| Arrow Financial Corp | 390 | $31.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 394 | $32.3K | 0.01% | +294+294.0% | Added |
| Quent Capital, LLC | 419 | $34.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 424 | $34.7K | 0.01% | +159+60.0% | Added |
| Principal Securities, Inc. | 431 | $35.2K | 0.00% | +165+62.0% | Added |
| Allworth Financial LP | 405 | $35.6K | 0.00% | +102+33.7% | Added |
| Centerpoint Advisors, LLC | 435 | $36.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 463 | $37.9K | 0.01% | +283+157.2% | Added |
| Glen Eagle Advisors, LLC | 508 | $41.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 532 | $43.5K | 0.00% | +142+36.4% | Added |
| Ancora Advisors, LLC | 534 | $43.7K | 0.00% | −107−16.7% | Reduced |
| Horizon Bancorp Inc | 566 | $46.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 604 | $49.4K | 0.00% | +604 | New |
| Ashton Thomas Private Wealth, LLC | 606 | $49.6K | 0.00% | +606 | New |
| Huntington National Bank | 678 | $55.4K | 0.00% | −11−1.6% | Reduced |