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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 688 | $61.8K | 0.15% | −387−36.0% | Reduced |
| Quadrant Capital Group LLC | 713 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 740 | $66.5K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 765 | $68.7K | 0.00% | +2+0.3% | Added |
| Gladius Capital Management LP | 786 | $70.6K | 0.04% | −77−8.9% | Reduced |
| Huntington National Bank | 812 | $72.9K | 0.00% | +134+19.8% | Added |
| Mascoma Wealth Management LLC | 830 | $74.6K | 0.02% | −25−2.9% | Reduced |
| Westpac Banking Corp | 910 | $81.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 904 | $82.0K | 0.01% | +904 | New |
| Private Trust Co NA | 915 | $82.2K | 0.01% | +5+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 920 | $82.6K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 928 | $83.4K | 0.00% | +18+2.0% | Added |
| Addison Advisors LLC | 1,123 | $100.9K | 0.03% | −4−0.4% | Reduced |
| GeoWealth Management, LLC | 1,132 | $101.7K | 0.00% | −143−11.2% | Reduced |
| Johnson Financial Group, Inc. | 1,195 | $107.3K | 0.00% | −9,437−88.8% | Reduced |
| Umb Bank N A | 1,227 | $110.2K | 0.00% | +136+12.5% | Added |
| Eagle Bay Advisors LLC | 1,231 | $110.6K | 0.04% | −2−0.2% | Reduced |
| Kepos Capital LP | 1,275 | $115.0K | 0.05% | −188−12.9% | Reduced |
| Bank of New Hampshire | 1,400 | $125.8K | 0.03% | −673−32.5% | Reduced |
| First Command Advisory Services, Inc. | 1,475 | $132.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,507 | $135.3K | 0.00% | −2−0.1% | Reduced |
| Smithfield Trust Co | 1,570 | $141.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,604 | $144.1K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,627 | $145.5K | 0.00% | −295−15.3% | Reduced |
| Centaurus Financial, Inc. | 1,849 | $166.0K | 0.01% | −587−24.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,868 | $167.8K | 0.00% | −139−6.9% | Reduced |
| Jones Financial Companies LLLP | 1,899 | $171.9K | 0.00% | +999+111.0% | Added |
| Ostrum Asset Management | 1,991 | $178.9K | 0.01% | −1,044−34.4% | Reduced |
| Capstone Investment Advisors, LLC | 2,169 | $194.8K | 0.00% | −112−4.9% | Reduced |
| Lazard Asset Management LLC | 2,189 | $196.0K | 0.00% | +10.0% | Added |
| ORG Partners LLC | 2,205 | $198.1K | 0.03% | −5,840−72.6% | Reduced |
| Cidel Asset Management Inc | 2,245 | $201.7K | 0.01% | +2,245 | New |
| Ambassador Advisors, LLC | 2,248 | $201.9K | 0.04% | +2,248 | New |
| Siemens Fonds Invest GmbH | 2,287 | $205.4K | 0.02% | −939−29.1% | Reduced |
| Van Hulzen Asset Management, LLC | 2,309 | $207.0K | 0.01% | +2,309 | New |
| Somerset Trust Co | 2,312 | $207.7K | 0.08% | +2,312 | New |
| Colonial River Wealth Management, LLC | 2,325 | $208.9K | 0.10% | +2,325 | New |
| Axxcess Wealth Management, LLC | 2,325 | $208.9K | 0.01% | +2,325 | New |
| Bridgefront Capital, LLC | 2,363 | $212.3K | 0.08% | +2,363 | New |
| Belpointe Asset Management LLC | 2,368 | $212.8K | 0.01% | +2,368 | New |
| Proequities, Inc. | 2,372 | $213.1K | 0.01% | +75+3.3% | Added |
| S&CO Inc | 2,400 | $215.0K | 0.01% | +2,400 | New |
| Lake Street Advisors Group, LLC | 2,396 | $215.3K | 0.01% | +2,396 | New |
| TFG Advisers LLC | 2,408 | $216.3K | 0.08% | +2,408 | New |
| Legacy Capital Wealth Partners, LLC | 2,437 | $218.9K | 0.04% | −345−12.4% | Reduced |
| Summit Financial, LLC | 2,446 | $219.7K | 0.01% | −160−6.1% | Reduced |
| Wealthspire Advisors, LLC | 2,454 | $220.4K | 0.00% | +2+0.1% | Added |
| Founders Financial Alliance, LLC | 2,456 | $220.6K | 0.06% | +2,456 | New |
| Clarus Wealth Advisors | 2,514 | $221.6K | 0.11% | −29−1.1% | Reduced |
| BCJ Capital Management, LLC | 2,479 | $222.7K | 0.02% | +2,479 | New |
| Dynamic Advisor Solutions LLC | 2,485 | $223.3K | 0.01% | +10+0.4% | Added |
| Jarislowsky, Fraser Ltd | 2,494 | $224.0K | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,515 | $225.9K | 0.00% | +2,515 | New |
| Wealth Alliance | 2,554 | $229.5K | 0.03% | −41−1.6% | Reduced |
| Jump Financial, LLC | 2,572 | $231.0K | 0.00% | +2,572 | New |
| Covestor Ltd | 2,578 | $232.0K | 0.15% | +2+0.1% | Added |
| Fulton Bank, N.A. | 2,616 | $235.0K | 0.01% | −48−1.8% | Reduced |
| J. W. Coons Advisors, LLC | 2,645 | $237.6K | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,648 | $237.9K | 0.01% | −2,721−50.7% | Reduced |
| Jmac Enterprises LLC | 2,656 | $238.6K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,672 | $240.0K | 0.01% | +2,672 | New |
| Colony Group, LLC | 2,699 | $242.5K | 0.00% | +2,699 | New |
| United Capital Financial Advisers, LLC | 2,708 | $243.3K | 0.00% | −94−3.4% | Reduced |
| GAMMA Investing LLC | 2,718 | $244.2K | 0.02% | +197+7.8% | Added |
| Moneta Group Investment Advisors LLC | 2,719 | $244.2K | 0.00% | +13+0.5% | Added |
| Copperwynd Financial, LLC | 2,721 | $244.4K | 0.07% | −238−8.0% | Reduced |
| Mather Group, LLC. | 2,743 | $246.4K | 0.00% | −12−0.4% | Reduced |
| Welch Group, LLC | 2,754 | $247.4K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,762 | $248.1K | 0.00% | −10−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,789 | $250.5K | 0.03% | −33−1.2% | Reduced |
| Inceptionr LLC | 2,807 | $252.2K | 0.06% | +2,807 | New |
| Davenport & Co LLC | 2,812 | $252.6K | 0.00% | −146−4.9% | Reduced |
| Ontario Teachers Pension Plan Board | 2,825 | $253.8K | 0.00% | −47,768−94.4% | Reduced |
| National Asset Management, Inc. | 2,846 | $254.5K | 0.01% | +10.0% | Added |
| Veriti Management LLC | 2,851 | $256.1K | 0.01% | +2,851 | New |
| Keybank National Association | 2,873 | $258.1K | 0.00% | −122−4.1% | Reduced |
| Fort, L.P. | 2,880 | $258.7K | 0.65% | −123−4.1% | Reduced |
| Ci Investments Inc. | 2,888 | $259.0K | 0.00% | +347+13.7% | Added |
| Flagship Harbor Advisors, LLC | 2,887 | $259.3K | 0.01% | −975−25.2% | Reduced |
| ELCO Management Co., LLC | 2,913 | $261.7K | 0.14% | +2,913 | New |
| Nixon Peabody Trust Co | 2,916 | $261.9K | 0.02% | +2,916 | New |
| Donoghue Forlines LLC | 2,925 | $262.8K | 0.07% | −2,627−47.3% | Reduced |
| Townsend Asset Management Corp | 2,936 | $263.7K | 0.10% | +12+0.4% | Added |
| Wedmont Private Capital | 3,011 | $265.4K | 0.02% | −14−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,966 | $266.4K | 0.01% | −157−5.0% | Reduced |
| Vestcor Inc | 2,968 | $267.0K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,975 | $267.4K | 0.02% | +86+3.0% | Added |
| Quest Partners LLC | 2,979 | $267.6K | 0.02% | +2,979 | New |
| Private Advisor Group, LLC | 2,982 | $267.8K | 0.00% | +2,982 | New |
| Gateway Investment Advisers LLC | 2,989 | $268.5K | 0.00% | +142+5.0% | Added |
| Impact Partnership Wealth, LLC | 3,009 | $270.3K | 0.06% | −76−2.5% | Reduced |
| Cardiff Park Advisors, LLC | 3,019 | $271.2K | 0.02% | +12+0.4% | Added |
| Dumont & Blake Investment Advisors LLC | 3,038 | $272.9K | 0.07% | −3,038−50.0% | Reduced |
| Raymond James Trust N.A. | 3,052 | $274.2K | 0.01% | +32+1.1% | Added |
| Camden Capital, LLC | 3,064 | $275.3K | 0.03% | +238+8.4% | Added |
| Trajan Wealth LLC | 3,073 | $276.0K | 0.02% | +222+7.8% | Added |
| Smith Shellnut Wilson LLC | 3,095 | $278.0K | 0.13% | −3−0.1% | Reduced |
| USA Financial Portformulas Corp | 3,102 | $278.7K | 0.04% | −202−6.1% | Reduced |
| GYL Financial Synergies, LLC | 3,108 | $279.2K | 0.02% | −298−8.7% | Reduced |
| Hudock, Inc. | 3,132 | $281.4K | 0.05% | +13+0.4% | Added |