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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 3,180 | $285.7K | 0.01% | +3,180 | New |
| Integrated Wealth Concepts LLC | 3,203 | $287.7K | 0.00% | −123−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 3,240 | $291.0K | 0.00% | +156+5.1% | Added |
| Meeder Advisory Services, Inc. | 3,291 | $295.6K | 0.02% | −395−10.7% | Reduced |
| GEM Asset Management, LLC | 3,384 | $298.3K | 0.17% | 00.0% | Unchanged |
| Arjuna Capital | 3,361 | $301.9K | 0.08% | −9,032−72.9% | Reduced |
| Archer Investment Corp | 3,365 | $302.3K | 0.08% | +3,365 | New |
| Loudon Investment Management, LLC | 3,396 | $305.1K | 0.17% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,403 | $305.7K | 0.04% | +3,403 | New |
| Stephens Inc | 3,434 | $308.5K | 0.00% | −63−1.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,552 | $319.1K | 0.02% | −344−8.8% | Reduced |
| PFG Investments, LLC | 3,571 | $320.7K | 0.02% | +57+1.6% | Added |
| Penserra Capital Management LLC | 3,586 | $322.0K | 0.01% | −94−2.6% | Reduced |
| MBB Public Markets I LLC | 3,600 | $323.4K | 0.03% | −5,748−61.5% | Reduced |
| V-Square Quantitative Management LLC | 3,607 | $324.0K | 0.05% | +543+17.7% | Added |
| Hardy Reed LLC | 3,620 | $325.2K | 0.03% | +3,620 | New |
| Burney Co | 3,650 | $327.8K | 0.01% | −1,008−21.6% | Reduced |
| IHT Wealth Management, LLC | 3,679 | $329.7K | 0.01% | +864+30.7% | Added |
| Financial Advocates Investment Management | 3,694 | $331.8K | 0.02% | +68+1.9% | Added |
| Gitterman Wealth Management, LLC | 3,755 | $337.4K | 0.14% | −299−7.4% | Reduced |
| Coldstream Capital Management Inc | 3,788 | $338.6K | 0.01% | +302+8.7% | Added |
| Mesirow Financial Investment Management, Inc. | 3,781 | $339.8K | 0.01% | +26+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,802 | $341.5K | 0.01% | −42−1.1% | Reduced |
| Insight Folios Inc | 3,855 | $346.3K | 0.12% | +65+1.7% | Added |
| Florida Financial Advisors, LLC | 3,675 | $346.8K | 0.18% | +458+14.2% | Added |
| Ellevest, Inc. | 3,897 | $350.1K | 0.02% | −301−7.2% | Reduced |
| Nicolet Bankshares Inc | 3,900 | $350.3K | 0.08% | −39−1.0% | Reduced |
| Captrust Financial Advisors | 3,917 | $351.9K | 0.00% | −28−0.7% | Reduced |
| Prelude Capital Management, LLC | 3,935 | $353.5K | 0.03% | −981−20.0% | Reduced |
| Keebeck Alpha, LP | 3,935 | $353.5K | 0.23% | −930−19.1% | Reduced |
| Glenmede Trust Co NA | 3,992 | $358.6K | 0.00% | +163+4.3% | Added |
| Joel Isaacson & Co., LLC | 4,000 | $359.3K | 0.02% | −88−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,002 | $359.5K | 0.02% | +434+12.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,006 | $359.9K | 0.05% | +28+0.7% | Added |
| Revisor Wealth Management LLC | 4,083 | $366.8K | 0.23% | +132+3.3% | Added |
| Savvy Advisors, Inc. | 4,084 | $366.9K | 0.07% | −16−0.4% | Reduced |
| Crestline Management, LP | 4,102 | $368.5K | 0.02% | +4,102 | New |
| First Horizon Advisors, Inc. | 4,171 | $374.8K | 0.01% | +24+0.6% | Added |
| Versor Investments LP | 4,200 | $377.3K | 0.06% | −2,400−36.4% | Reduced |
| SG Americas Securities, LLC | 4,253 | $382.0K | 0.00% | −28,279−86.9% | Reduced |
| Phoenix Holdings Ltd. | 4,262 | $383.6K | 0.01% | −349−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 4,281 | $384.6K | 0.00% | −58−1.3% | Reduced |
| International Assets Investment Management, LLC | 34,764 | $387.0K | 0.00% | +34,764 | New |
| Empirical Finance, LLC | 4,320 | $388.1K | 0.02% | +77+1.8% | Added |
| Savant Capital, LLC | 4,323 | $388.3K | 0.00% | −20,379−82.5% | Reduced |
| First Manhattan Co | 4,350 | $390.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,464 | $401.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,546 | $408.4K | 0.01% | +4,546 | New |
| Virtu Financial LLC | 4,569 | $410.0K | 0.02% | +1,713+60.0% | Added |
| GWM Advisors LLC | 4,587 | $412.1K | 0.00% | −223−4.6% | Reduced |
| Norinchukin Bank, The | 4,670 | $419.5K | 0.01% | +476+11.3% | Added |
| RMR Wealth Builders | 4,671 | $419.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,780 | $429.4K | 0.03% | +322+7.2% | Added |
| Bridgewater Associates, LP | 4,811 | $432.2K | 0.00% | −410−7.9% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $449.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,009 | $450.0K | 0.02% | +589+13.3% | Added |
| Engineers Gate Manager LP | 5,031 | $451.9K | 0.01% | +2,536+101.6% | Added |
| Kessler Investment Group, LLC | 5,052 | $453.8K | 0.23% | −35−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,118 | $459.7K | 0.00% | −24,312−82.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,080 | $460.2K | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,149 | $462.5K | 0.00% | +500+10.8% | Added |
| Global X Japan Co., Ltd. | 5,224 | $469.3K | 0.06% | +398+8.2% | Added |
| Gen-Wealth Partners Inc | 6,262 | $475.4K | 0.21% | +218+3.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,471 | $476.1K | 0.00% | −291−6.1% | Reduced |
| CIBC World Markets Inc. | 5,331 | $479.0K | 0.00% | +2,039+61.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,351 | $480.6K | 0.00% | +169+3.3% | Added |
| Sienna Gestion | 5,375 | $481.7K | 0.03% | +5,375 | New |
| Handelsbanken Fonder AB | 5,371 | $482.0K | 0.00% | −1,386−20.5% | Reduced |
| Banque Cantonale Vaudoise | 5,368 | $482.0K | 0.02% | −250−4.4% | Reduced |
| Vinva Investment Management Ltd | 5,410 | $490.1K | 0.02% | −754−12.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,517 | $496.0K | 0.00% | +1,341+32.1% | Added |
| Simon Quick Advisors, LLC | 5,549 | $498.5K | 0.03% | +1,392+33.5% | Added |
| Worldquant Millennium Advisors LLC | 5,593 | $502.4K | 0.00% | −74,941−93.1% | Reduced |
| First Hawaiian Bank | 5,664 | $508.8K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 5,685 | $510.7K | 0.00% | −108−1.9% | Reduced |
| SevenBridge Financial Group, LLC | 6,934 | $520.7K | 0.10% | −88−1.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,800 | $521.0K | 0.48% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,836 | $524.2K | 0.04% | +5,836 | New |
| IFP Advisors, Inc | 5,944 | $534.0K | 0.02% | −25−0.4% | Reduced |
| New Mexico Educational Retirement Board | 5,950 | $534.0K | 0.02% | −200−3.3% | Reduced |
| Options Solutions, LLC | 6,000 | $539.0K | 0.26% | 00.0% | Unchanged |
| GTS Securities LLC | 6,096 | $547.6K | 0.01% | +6,096 | New |
| Park Avenue Securities LLC | 6,149 | $552.0K | 0.01% | −375−5.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,229 | $560.0K | 0.01% | +6,229 | New |
| Buckhead Capital Management LLC | 6,243 | $560.8K | 0.18% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,279 | $564.0K | 0.02% | +19+0.3% | Added |
| Intech Investment Management LLC | 6,368 | $572.0K | 0.01% | −63,320−90.9% | Reduced |
| Metis Global Partners, LLC | 6,403 | $575.2K | 0.02% | +377+6.3% | Added |
| Guinness Asset Management LTD | 6,449 | $579.5K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,525 | $586.1K | 0.02% | −300−4.4% | Reduced |
| AustralianSuper Pty Ltd | 6,538 | $587.3K | 0.00% | +3,483+114.0% | Added |
| Beverly Hills Private Wealth, LLC | 6,556 | $588.9K | 0.12% | −1,238−15.9% | Reduced |
| Acadian Asset Management LLC | 6,557 | $589.0K | 0.00% | −17,676−72.9% | Reduced |
| M&T Bank Corp | 6,785 | $609.0K | 0.00% | +253+3.9% | Added |
| Louisiana State Employees Retirement System | 6,800 | $610.8K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,840 | $614.4K | 0.01% | +6,840 | New |
| Maryland State Retirement & Pension System | 6,865 | $616.7K | 0.01% | −2,501−26.7% | Reduced |
| Rakuten Investment Management, Inc. | 6,813 | $617.2K | 0.00% | +1,664+32.3% | Added |
| Snowden Capital Advisors LLC | 6,935 | $623.0K | 0.02% | −231−3.2% | Reduced |
| ORG Wealth Partners, LLC | 6,988 | $627.8K | 0.21% | +6,988 | New |