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, Q3 2024
Institutional positions in Smith A O Corp as of Sep 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
- 654
- +16 vs. Q2 2024
- Shares held
- 110.0M
- +7.90M (+7.7%) vs. Q2 2024
- Total value
- $9.87B
- +$1.52B (+18.3%) vs. Q2 2024
- New holders
- 76
- 210 more added
- Sold out
- 60
- 273 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| Valued Wealth Advisors LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $449 | 0.00% | −5−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $450 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $526 | 0.00% | −16−72.7% | Reduced |
| Spire Wealth Management | 6 | $539 | 0.00% | +6 | New |
| TFC Financial Management | 7 | $632 | 0.00% | −1−12.5% | Reduced |
| Claris Advisors, LLC | 8 | $719 | 0.00% | +8 | New |
| Zions Bancorporation, N.A. | 9 | $808 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $898 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $899 | 0.00% | +2+25.0% | Added |
| MCF Advisors LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $1.35K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 25 | $2.28K | 0.00% | +13+108.3% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $2.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $2.34K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 27 | $2.42K | 0.00% | +27 | New |
| Global Financial Private Client, LLC | 30 | $2.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.88K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 33 | $2.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 34 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $3.14K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 37 | $3.32K | 0.00% | +37 | New |
| Altshuler Shaham Ltd | 47 | $4.22K | 0.00% | +4+9.3% | Added |
| Bogart Wealth, LLC | 49 | $4.40K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 49 | $4.40K | 0.00% | +34+226.7% | Added |
| Geneos Wealth Management Inc. | 49 | $4.40K | 0.00% | +49 | New |
| TD Waterhouse Canada Inc. | 60 | $5.32K | 0.00% | −7−10.4% | Reduced |
| Harbor Investment Advisory, LLC | 67 | $6.02K | 0.00% | −2−2.9% | Reduced |
| Continuum Advisory, LLC | 88 | $6.42K | 0.00% | +8+10.0% | Added |
| Capital Performance Advisors LLP | 72 | $6.47K | 0.00% | +72 | New |
| Crewe Advisors LLC | 73 | $6.56K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 104 | $7.00K | 0.00% | +104 | New |
| CVA Family Office, LLC | 79 | $7.10K | 0.00% | −9−10.2% | Reduced |
| Ameliora Wealth Management Ltd. | 80 | $7.19K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $7.64K | 0.00% | −10−10.5% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $7.72K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 86 | $7.75K | 0.00% | +3+3.6% | Added |
| Bell Investment Advisors, Inc | 90 | $8.09K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $9.34K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 110 | $9.88K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 127 | $11.4K | 0.00% | +127 | New |
| Lindbrook Capital, LLC | 130 | $11.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 130 | $11.7K | 0.00% | −240−64.9% | Reduced |
| SOA Wealth Advisors, LLC. | 138 | $12.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $12.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 177 | $12.9K | 0.00% | −80−31.1% | Reduced |
| Leonteq Securities AG | 144 | $12.9K | 0.00% | +144 | New |
| Hillsdale Investment Management Inc. | 150 | $13.5K | 0.00% | −7,000−97.9% | Reduced |
| CoreCap Advisors, LLC | 151 | $13.6K | 0.00% | +151 | New |
| Criterion Capital Advisors, LLC | 170 | $13.9K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 155 | $13.9K | 0.00% | −24−13.4% | Reduced |
| Catalyst Capital Advisors LLC | 155 | $13.9K | 0.00% | −24−13.4% | Reduced |
| Aspect Partners, LLC | 157 | $14.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 164 | $14.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 172 | $15.5K | 0.00% | +172 | New |
| Larson Financial Group LLC | 172 | $15.5K | 0.00% | −1,011−85.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 179 | $16.1K | 0.00% | −94−34.4% | Reduced |
| Versant Capital Management, Inc | 180 | $16.2K | 0.00% | −283−61.1% | Reduced |
| TD Private Client Wealth LLC | 197 | $17.7K | 0.00% | −11−5.3% | Reduced |
| NBC Securities, Inc. | 206 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 210 | $18.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 211 | $19.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 216 | $19.4K | 0.00% | +3+1.4% | Added |
| Oarsman Capital, Inc. | 225 | $20.2K | 0.00% | +225 | New |
| SRS Capital Advisors, Inc. | 247 | $22.2K | 0.00% | +83+50.6% | Added |
| Parkside Financial Bank & Trust | 261 | $23.4K | 0.00% | −163−38.4% | Reduced |
| EverSource Wealth Advisors, LLC | 262 | $23.5K | 0.00% | −4−1.5% | Reduced |
| Harbour Investments, Inc. | 264 | $23.7K | 0.00% | −6,500−96.1% | Reduced |
| Cromwell Holdings LLC | 296 | $26.6K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 300 | $26.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $26.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $27.0K | 0.00% | −4−1.3% | Reduced |
| Tobam | 325 | $29.0K | 0.01% | +85+35.4% | Added |
| Resources Management Corp | 350 | $31.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 360 | $32.4K | 0.00% | −45−11.1% | Reduced |
| Waldron Private Wealth LLC | 361 | $32.4K | 0.00% | +361 | New |
| Steward Partners Investment Advisory, LLC | 363 | $32.6K | 0.00% | +28+8.4% | Added |
| Farther Finance Advisors, LLC | 378 | $34.0K | 0.00% | +24+6.8% | Added |
| Arrow Financial Corp | 390 | $35.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 400 | $35.9K | 0.00% | +400 | New |
| Wolff Wiese Magana LLC | 415 | $37.3K | 0.03% | +415 | New |
| Quent Capital, LLC | 419 | $37.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 422 | $37.9K | 0.01% | +233+123.3% | Added |
| Centerpoint Advisors, LLC | 435 | $39.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 446 | $40.1K | 0.00% | +15+3.5% | Added |
| Skopos Labs, Inc. | 482 | $43.3K | 0.01% | +482 | New |
| Elequin Capital LP | 490 | $44.0K | 0.00% | +490 | New |
| Smartleaf Asset Management LLC | 524 | $47.5K | 0.01% | +130+33.0% | Added |
| Whittier Trust Co | 532 | $47.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 536 | $48.1K | 0.00% | +2+0.4% | Added |
| Sentry Investment Management LLC | 544 | $49.0K | 0.02% | −4,707−89.6% | Reduced |
| Horizon Bancorp Inc | 544 | $49.0K | 0.02% | −22−3.9% | Reduced |
| Clearstead Advisors, LLC | 604 | $54.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 618 | $55.5K | 0.01% | +618 | New |
| Parallel Advisors, LLC | 645 | $57.9K | 0.00% | −133−17.1% | Reduced |
| Optimum Investment Advisors | 688 | $61.8K | 0.03% | 00.0% | Unchanged |