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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 4,811 | $432.2K | 0.00% | −410−7.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,780 | $429.4K | 0.03% | +322+7.2% | Added |
| RMR Wealth Builders | 4,671 | $419.6K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,670 | $419.5K | 0.01% | +476+11.3% | Added |
| GWM Advisors LLC | 4,587 | $412.1K | 0.00% | −223−4.6% | Reduced |
| Virtu Financial LLC | 4,569 | $410.0K | 0.02% | +1,713+60.0% | Added |
| Sterling Capital Management LLC | 4,546 | $408.4K | 0.01% | +4,546 | New |
| Fiduciary Trust Co | 4,464 | $401.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 4,350 | $390.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,323 | $388.3K | 0.00% | −20,379−82.5% | Reduced |
| Empirical Finance, LLC | 4,320 | $388.1K | 0.02% | +77+1.8% | Added |
| International Assets Investment Management, LLC | 34,764 | $387.0K | 0.00% | +34,764 | New |
| Atria Wealth Solutions, Inc. | 4,281 | $384.6K | 0.00% | −58−1.3% | Reduced |
| Phoenix Holdings Ltd. | 4,262 | $383.6K | 0.01% | −349−7.6% | Reduced |
| SG Americas Securities, LLC | 4,253 | $382.0K | 0.00% | −28,279−86.9% | Reduced |
| Versor Investments LP | 4,200 | $377.3K | 0.06% | −2,400−36.4% | Reduced |
| First Horizon Advisors, Inc. | 4,171 | $374.8K | 0.01% | +24+0.6% | Added |
| Crestline Management, LP | 4,102 | $368.5K | 0.02% | +4,102 | New |
| Savvy Advisors, Inc. | 4,084 | $366.9K | 0.07% | −16−0.4% | Reduced |
| Revisor Wealth Management LLC | 4,083 | $366.8K | 0.23% | +132+3.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,006 | $359.9K | 0.05% | +28+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 4,002 | $359.5K | 0.02% | +434+12.2% | Added |
| Joel Isaacson & Co., LLC | 4,000 | $359.3K | 0.02% | −88−2.2% | Reduced |
| Glenmede Trust Co NA | 3,992 | $358.6K | 0.00% | +163+4.3% | Added |
| 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 |
| Captrust Financial Advisors | 3,917 | $351.9K | 0.00% | −28−0.7% | Reduced |
| Nicolet Bankshares Inc | 3,900 | $350.3K | 0.08% | −39−1.0% | Reduced |
| Ellevest, Inc. | 3,897 | $350.1K | 0.02% | −301−7.2% | Reduced |
| Florida Financial Advisors, LLC | 3,675 | $346.8K | 0.18% | +458+14.2% | Added |
| Insight Folios Inc | 3,855 | $346.3K | 0.12% | +65+1.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,802 | $341.5K | 0.01% | −42−1.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,781 | $339.8K | 0.01% | +26+0.7% | Added |
| Coldstream Capital Management Inc | 3,788 | $338.6K | 0.01% | +302+8.7% | Added |
| Gitterman Wealth Management, LLC | 3,755 | $337.4K | 0.14% | −299−7.4% | Reduced |
| Financial Advocates Investment Management | 3,694 | $331.8K | 0.02% | +68+1.9% | Added |
| IHT Wealth Management, LLC | 3,679 | $329.7K | 0.01% | +864+30.7% | Added |
| Burney Co | 3,650 | $327.8K | 0.01% | −1,008−21.6% | Reduced |
| Hardy Reed LLC | 3,620 | $325.2K | 0.03% | +3,620 | New |
| V-Square Quantitative Management LLC | 3,607 | $324.0K | 0.05% | +543+17.7% | Added |
| MBB Public Markets I LLC | 3,600 | $323.4K | 0.03% | −5,748−61.5% | Reduced |
| Penserra Capital Management LLC | 3,586 | $322.0K | 0.01% | −94−2.6% | Reduced |
| PFG Investments, LLC | 3,571 | $320.7K | 0.02% | +57+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,552 | $319.1K | 0.02% | −344−8.8% | Reduced |
| Stephens Inc | 3,434 | $308.5K | 0.00% | −63−1.8% | Reduced |
| Dark Forest Capital Management LP | 3,403 | $305.7K | 0.04% | +3,403 | New |
| Loudon Investment Management, LLC | 3,396 | $305.1K | 0.17% | 00.0% | Unchanged |
| Archer Investment Corp | 3,365 | $302.3K | 0.08% | +3,365 | New |
| Arjuna Capital | 3,361 | $301.9K | 0.08% | −9,032−72.9% | Reduced |
| GEM Asset Management, LLC | 3,384 | $298.3K | 0.17% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,291 | $295.6K | 0.02% | −395−10.7% | Reduced |
| Resources Investment Advisors, LLC. | 3,240 | $291.0K | 0.00% | +156+5.1% | Added |
| Integrated Wealth Concepts LLC | 3,203 | $287.7K | 0.00% | −123−3.7% | Reduced |
| Advisory Alpha, LLC | 3,180 | $285.7K | 0.01% | +3,180 | New |
| Hudock, Inc. | 3,132 | $281.4K | 0.05% | +13+0.4% | Added |
| GYL Financial Synergies, LLC | 3,108 | $279.2K | 0.02% | −298−8.7% | Reduced |
| USA Financial Portformulas Corp | 3,102 | $278.7K | 0.04% | −202−6.1% | Reduced |
| Smith Shellnut Wilson LLC | 3,095 | $278.0K | 0.13% | −3−0.1% | Reduced |
| Trajan Wealth LLC | 3,073 | $276.0K | 0.02% | +222+7.8% | Added |
| Camden Capital, LLC | 3,064 | $275.3K | 0.03% | +238+8.4% | Added |
| Raymond James Trust N.A. | 3,052 | $274.2K | 0.01% | +32+1.1% | Added |
| Dumont & Blake Investment Advisors LLC | 3,038 | $272.9K | 0.07% | −3,038−50.0% | Reduced |
| Cardiff Park Advisors, LLC | 3,019 | $271.2K | 0.02% | +12+0.4% | Added |
| Impact Partnership Wealth, LLC | 3,009 | $270.3K | 0.06% | −76−2.5% | Reduced |
| Gateway Investment Advisers LLC | 2,989 | $268.5K | 0.00% | +142+5.0% | Added |
| Private Advisor Group, LLC | 2,982 | $267.8K | 0.00% | +2,982 | New |
| Quest Partners LLC | 2,979 | $267.6K | 0.02% | +2,979 | New |
| Kingswood Wealth Advisors, LLC | 2,975 | $267.4K | 0.02% | +86+3.0% | Added |
| Vestcor Inc | 2,968 | $267.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,966 | $266.4K | 0.01% | −157−5.0% | Reduced |
| Wedmont Private Capital | 3,011 | $265.4K | 0.02% | −14−0.5% | Reduced |
| Townsend Asset Management Corp | 2,936 | $263.7K | 0.10% | +12+0.4% | Added |
| Donoghue Forlines LLC | 2,925 | $262.8K | 0.07% | −2,627−47.3% | Reduced |
| Nixon Peabody Trust Co | 2,916 | $261.9K | 0.02% | +2,916 | New |
| ELCO Management Co., LLC | 2,913 | $261.7K | 0.14% | +2,913 | New |
| Flagship Harbor Advisors, LLC | 2,887 | $259.3K | 0.01% | −975−25.2% | Reduced |
| Ci Investments Inc. | 2,888 | $259.0K | 0.00% | +347+13.7% | Added |
| Fort, L.P. | 2,880 | $258.7K | 0.65% | −123−4.1% | Reduced |
| Keybank National Association | 2,873 | $258.1K | 0.00% | −122−4.1% | Reduced |
| Veriti Management LLC | 2,851 | $256.1K | 0.01% | +2,851 | New |
| National Asset Management, Inc. | 2,846 | $254.5K | 0.01% | +10.0% | Added |
| Ontario Teachers Pension Plan Board | 2,825 | $253.8K | 0.00% | −47,768−94.4% | Reduced |
| Davenport & Co LLC | 2,812 | $252.6K | 0.00% | −146−4.9% | Reduced |
| Inceptionr LLC | 2,807 | $252.2K | 0.06% | +2,807 | New |
| SeaCrest Wealth Management, LLC | 2,789 | $250.5K | 0.03% | −33−1.2% | Reduced |
| EP Wealth Advisors, LLC | 2,762 | $248.1K | 0.00% | −10−0.4% | Reduced |
| Welch Group, LLC | 2,754 | $247.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,743 | $246.4K | 0.00% | −12−0.4% | Reduced |
| Copperwynd Financial, LLC | 2,721 | $244.4K | 0.07% | −238−8.0% | Reduced |
| Moneta Group Investment Advisors LLC | 2,719 | $244.2K | 0.00% | +13+0.5% | Added |
| GAMMA Investing LLC | 2,718 | $244.2K | 0.02% | +197+7.8% | Added |
| United Capital Financial Advisers, LLC | 2,708 | $243.3K | 0.00% | −94−3.4% | Reduced |
| Colony Group, LLC | 2,699 | $242.5K | 0.00% | +2,699 | New |
| CWA Asset Management Group, LLC | 2,672 | $240.0K | 0.01% | +2,672 | New |
| Jmac Enterprises LLC | 2,656 | $238.6K | 0.04% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,648 | $237.9K | 0.01% | −2,721−50.7% | Reduced |
| J. W. Coons Advisors, LLC | 2,645 | $237.6K | 0.06% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,616 | $235.0K | 0.01% | −48−1.8% | Reduced |
| Covestor Ltd | 2,578 | $232.0K | 0.15% | +2+0.1% | Added |
| Jump Financial, LLC | 2,572 | $231.0K | 0.00% | +2,572 | New |