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 |
|---|---|---|---|---|---|
| Wealth Alliance | 2,595 | $212.2K | 0.03% | −147−5.4% | Reduced |
| Clarus Wealth Advisors | 2,543 | $211.0K | 0.11% | +101+4.1% | Added |
| Symmetry Partners, LLC | 2,579 | $211.0K | 0.01% | −328−11.3% | Reduced |
| Covestor Ltd | 2,576 | $210.0K | 0.14% | −173−6.3% | Reduced |
| Ci Investments Inc. | 2,541 | $208.0K | 0.00% | +22+0.9% | Added |
| GAMMA Investing LLC | 2,521 | $206.2K | 0.03% | +652+34.9% | Added |
| Engineers Gate Manager LP | 2,495 | $204.0K | 0.00% | −10,077−80.2% | Reduced |
| Jarislowsky, Fraser Ltd | 2,494 | $204.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,475 | $202.4K | 0.01% | +40+1.6% | Added |
| Wealthspire Advisors, LLC | 2,452 | $200.5K | 0.00% | −144−5.5% | Reduced |
| Centaurus Financial, Inc. | 2,436 | $199.0K | 0.01% | −6,066−71.3% | Reduced |
| Proequities, Inc. | 2,297 | $187.8K | 0.01% | +47+2.1% | Added |
| Capstone Investment Advisors, LLC | 2,281 | $186.5K | 0.00% | +47+2.1% | Added |
| Lazard Asset Management LLC | 2,188 | $178.0K | 0.00% | −229−9.5% | Reduced |
| Bank of New Hampshire | 2,073 | $169.5K | 0.04% | −100−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,007 | $164.1K | 0.00% | +134+7.2% | Added |
| Horizon Investments, LLC | 1,922 | $156.6K | 0.00% | −7−0.4% | Reduced |
| Natixis Investment Managers International | 1,604 | $131.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,570 | $128.0K | 0.01% | −42−2.6% | Reduced |
| Global Retirement Partners, LLC | 1,509 | $123.4K | 0.00% | +2+0.1% | Added |
| First Command Advisory Services, Inc. | 1,475 | $120.6K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,463 | $120.0K | 0.05% | +60+4.3% | Added |
| GeoWealth Management, LLC | 1,275 | $104.3K | 0.00% | −40−3.0% | Reduced |
| Eagle Bay Advisors LLC | 1,233 | $100.8K | 0.06% | −805−39.5% | Reduced |
| Larson Financial Group LLC | 1,183 | $96.8K | 0.01% | −3,237−73.2% | Reduced |
| Benjamin Edwards Inc | 1,141 | $93.0K | 0.02% | +1,141 | New |
| Addison Advisors LLC | 1,127 | $92.2K | 0.03% | +61+5.7% | Added |
| Umb Bank N A | 1,091 | $89.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,075 | $87.9K | 0.19% | −1,576−59.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 920 | $75.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 910 | $74.4K | 0.01% | +49+5.7% | Added |
| Signaturefd, LLC | 910 | $74.4K | 0.00% | −28−3.0% | Reduced |
| Westpac Banking Corp | 910 | $74.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 900 | $73.6K | 0.00% | +844+1,507.1% | Added |
| Gladius Capital Management LP | 863 | $70.6K | 0.07% | −884−50.6% | Reduced |
| Mascoma Wealth Management LLC | 855 | $69.9K | 0.02% | +855 | New |
| Parallel Advisors, LLC | 778 | $63.6K | 0.00% | +59+8.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 763 | $62.4K | 0.00% | −509−40.0% | Reduced |
| Ransom Advisory, Ltd | 740 | $60.5K | 0.03% | +740 | New |
| Quadrant Capital Group LLC | 713 | $58.3K | 0.00% | +182+34.3% | Added |
| State of Wyoming | 704 | $57.6K | 0.01% | −1,584−69.2% | Reduced |
| Optimum Investment Advisors | 688 | $56.2K | 0.03% | +1+0.1% | Added |
| Huntington National Bank | 678 | $55.4K | 0.00% | −11−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 606 | $49.6K | 0.00% | +606 | New |
| Clearstead Advisors, LLC | 604 | $49.4K | 0.00% | +604 | New |
| Horizon Bancorp Inc | 566 | $46.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 534 | $43.7K | 0.00% | −107−16.7% | Reduced |
| Whittier Trust Co | 532 | $43.5K | 0.00% | +142+36.4% | Added |
| Glen Eagle Advisors, LLC | 508 | $41.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 463 | $37.9K | 0.01% | +283+157.2% | Added |
| Centerpoint Advisors, LLC | 435 | $36.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 405 | $35.6K | 0.00% | +102+33.7% | Added |
| Principal Securities, Inc. | 431 | $35.2K | 0.00% | +165+62.0% | Added |
| Parkside Financial Bank & Trust | 424 | $34.7K | 0.01% | +159+60.0% | Added |
| Quent Capital, LLC | 419 | $34.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 394 | $32.3K | 0.01% | +294+294.0% | Added |
| Arrow Financial Corp | 390 | $31.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 370 | $30.3K | 0.00% | +119+47.4% | Added |
| Quarry LP | 359 | $29.4K | 0.01% | +245+214.9% | Added |
| Resources Management Corp | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 354 | $28.4K | 0.00% | −75−17.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 335 | $27.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $25.0K | 0.00% | −1−0.3% | Reduced |
| 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 |
| Cromwell Holdings LLC | 296 | $24.2K | 0.01% | +296 | New |
| Newbridge Financial Services Group, Inc. | 290 | $23.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 266 | $22.6K | 0.00% | +22+9.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 273 | $22.3K | 0.01% | −332−54.9% | Reduced |
| LRI Investments, LLC | 257 | $21.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 250 | $20.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 240 | $20.0K | 0.00% | +240 | New |
| Innealta Capital, LLC | 244 | $20.0K | 0.01% | +244 | New |
| Group One Trading, L.P. | 243 | $19.9K | 0.00% | +243 | New |
| JFS Wealth Advisors, LLC | 213 | $17.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 211 | $17.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 210 | $17.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 208 | $17.0K | 0.00% | +8+4.0% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $16.4K | 0.00% | −3,000−93.8% | Reduced |
| NBC Securities, Inc. | 206 | $16.0K | 0.00% | −41−16.6% | Reduced |
| M&R Capital Management Inc | 189 | $15.4K | 0.00% | −1−0.5% | Reduced |
| 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 |
| Criterion Capital Advisors, LLC | 170 | $13.9K | 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 |
| Aspect Partners, LLC | 157 | $12.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $11.7K | 0.00% | +10+7.5% | Added |
| SOA Wealth Advisors, LLC. | 138 | $11.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 130 | $10.6K | 0.00% | −43−24.9% | Reduced |
| Valley National Advisers Inc | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 110 | $9.00K | 0.00% | −487−81.6% | Reduced |
| MV Capital Management, Inc. | 104 | $8.51K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 95 | $7.77K | 0.00% | +5+5.6% | Added |
| Bell Investment Advisors, Inc | 90 | $7.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 88 | $7.20K | 0.00% | +9+11.4% | Added |
| Farmers & Merchants Investments Inc | 86 | $7.03K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |