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 |
|---|---|---|---|---|---|
| Wealth Alliance | 2,554 | $229.5K | 0.03% | −41−1.6% | Reduced |
| Valmark Advisers, Inc. | 2,515 | $225.9K | 0.00% | +2,515 | New |
| Jarislowsky, Fraser Ltd | 2,494 | $224.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,485 | $223.3K | 0.01% | +10+0.4% | Added |
| BCJ Capital Management, LLC | 2,479 | $222.7K | 0.02% | +2,479 | New |
| Clarus Wealth Advisors | 2,514 | $221.6K | 0.11% | −29−1.1% | Reduced |
| Founders Financial Alliance, LLC | 2,456 | $220.6K | 0.06% | +2,456 | New |
| Wealthspire Advisors, LLC | 2,454 | $220.4K | 0.00% | +2+0.1% | Added |
| Summit Financial, LLC | 2,446 | $219.7K | 0.01% | −160−6.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,437 | $218.9K | 0.04% | −345−12.4% | Reduced |
| TFG Advisers LLC | 2,408 | $216.3K | 0.08% | +2,408 | New |
| Lake Street Advisors Group, LLC | 2,396 | $215.3K | 0.01% | +2,396 | New |
| S&CO Inc | 2,400 | $215.0K | 0.01% | +2,400 | New |
| Proequities, Inc. | 2,372 | $213.1K | 0.01% | +75+3.3% | Added |
| Belpointe Asset Management LLC | 2,368 | $212.8K | 0.01% | +2,368 | New |
| Bridgefront Capital, LLC | 2,363 | $212.3K | 0.08% | +2,363 | 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 |
| Somerset Trust Co | 2,312 | $207.7K | 0.08% | +2,312 | New |
| Van Hulzen Asset Management, LLC | 2,309 | $207.0K | 0.01% | +2,309 | New |
| Siemens Fonds Invest GmbH | 2,287 | $205.4K | 0.02% | −939−29.1% | Reduced |
| Ambassador Advisors, LLC | 2,248 | $201.9K | 0.04% | +2,248 | New |
| Cidel Asset Management Inc | 2,245 | $201.7K | 0.01% | +2,245 | New |
| ORG Partners LLC | 2,205 | $198.1K | 0.03% | −5,840−72.6% | Reduced |
| Lazard Asset Management LLC | 2,189 | $196.0K | 0.00% | +10.0% | Added |
| Capstone Investment Advisors, LLC | 2,169 | $194.8K | 0.00% | −112−4.9% | Reduced |
| Ostrum Asset Management | 1,991 | $178.9K | 0.01% | −1,044−34.4% | Reduced |
| Jones Financial Companies LLLP | 1,899 | $171.9K | 0.00% | +999+111.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,868 | $167.8K | 0.00% | −139−6.9% | Reduced |
| Centaurus Financial, Inc. | 1,849 | $166.0K | 0.01% | −587−24.1% | Reduced |
| Horizon Investments, LLC | 1,627 | $145.5K | 0.00% | −295−15.3% | Reduced |
| Natixis Investment Managers International | 1,604 | $144.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,570 | $141.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,507 | $135.3K | 0.00% | −2−0.1% | Reduced |
| First Command Advisory Services, Inc. | 1,475 | $132.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,400 | $125.8K | 0.03% | −673−32.5% | Reduced |
| Kepos Capital LP | 1,275 | $115.0K | 0.05% | −188−12.9% | Reduced |
| Eagle Bay Advisors LLC | 1,231 | $110.6K | 0.04% | −2−0.2% | Reduced |
| Umb Bank N A | 1,227 | $110.2K | 0.00% | +136+12.5% | Added |
| Johnson Financial Group, Inc. | 1,195 | $107.3K | 0.00% | −9,437−88.8% | Reduced |
| GeoWealth Management, LLC | 1,132 | $101.7K | 0.00% | −143−11.2% | Reduced |
| Addison Advisors LLC | 1,123 | $100.9K | 0.03% | −4−0.4% | Reduced |
| Signaturefd, LLC | 928 | $83.4K | 0.00% | +18+2.0% | Added |
| Brown, Lisle/Cummings, Inc. | 920 | $82.6K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 915 | $82.2K | 0.01% | +5+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 904 | $82.0K | 0.01% | +904 | New |
| Westpac Banking Corp | 910 | $81.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 830 | $74.6K | 0.02% | −25−2.9% | Reduced |
| Huntington National Bank | 812 | $72.9K | 0.00% | +134+19.8% | Added |
| Gladius Capital Management LP | 786 | $70.6K | 0.04% | −77−8.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 765 | $68.7K | 0.00% | +2+0.3% | Added |
| Ransom Advisory, Ltd | 740 | $66.5K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 713 | $64.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 688 | $61.8K | 0.15% | −387−36.0% | Reduced |
| Optimum Investment Advisors | 688 | $61.8K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 645 | $57.9K | 0.00% | −133−17.1% | Reduced |
| Truvestments Capital LLC | 618 | $55.5K | 0.01% | +618 | New |
| Clearstead Advisors, LLC | 604 | $54.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ancora Advisors, LLC | 536 | $48.1K | 0.00% | +2+0.4% | Added |
| Whittier Trust Co | 532 | $47.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 524 | $47.5K | 0.01% | +130+33.0% | Added |
| Elequin Capital LP | 490 | $44.0K | 0.00% | +490 | New |
| Skopos Labs, Inc. | 482 | $43.3K | 0.01% | +482 | New |
| Principal Securities, Inc. | 446 | $40.1K | 0.00% | +15+3.5% | Added |
| Centerpoint Advisors, LLC | 435 | $39.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 422 | $37.9K | 0.01% | +233+123.3% | Added |
| Quent Capital, LLC | 419 | $37.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 415 | $37.3K | 0.03% | +415 | New |
| NBT Bank N A | 400 | $35.9K | 0.00% | +400 | New |
| Arrow Financial Corp | 390 | $35.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 378 | $34.0K | 0.00% | +24+6.8% | Added |
| Steward Partners Investment Advisory, LLC | 363 | $32.6K | 0.00% | +28+8.4% | Added |
| Waldron Private Wealth LLC | 361 | $32.4K | 0.00% | +361 | New |
| Allworth Financial LP | 360 | $32.4K | 0.00% | −45−11.1% | Reduced |
| Resources Management Corp | 350 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 325 | $29.0K | 0.01% | +85+35.4% | Added |
| Capital Advisors, Ltd. LLC | 304 | $27.0K | 0.00% | −4−1.3% | Reduced |
| 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 |
| Cromwell Holdings LLC | 296 | $26.6K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 264 | $23.7K | 0.00% | −6,500−96.1% | Reduced |
| EverSource Wealth Advisors, LLC | 262 | $23.5K | 0.00% | −4−1.5% | Reduced |
| Parkside Financial Bank & Trust | 261 | $23.4K | 0.00% | −163−38.4% | Reduced |
| SRS Capital Advisors, Inc. | 247 | $22.2K | 0.00% | +83+50.6% | Added |
| Oarsman Capital, Inc. | 225 | $20.2K | 0.00% | +225 | New |
| JFS Wealth Advisors, LLC | 216 | $19.4K | 0.00% | +3+1.4% | Added |
| Laurel Wealth Advisors LLC | 211 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 210 | $18.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 206 | $18.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 197 | $17.7K | 0.00% | −11−5.3% | Reduced |
| Versant Capital Management, Inc | 180 | $16.2K | 0.00% | −283−61.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 179 | $16.1K | 0.00% | −94−34.4% | Reduced |
| Larson Financial Group LLC | 172 | $15.5K | 0.00% | −1,011−85.5% | Reduced |
| Northwest Investment Counselors, LLC | 172 | $15.5K | 0.00% | +172 | New |
| DT Investment Partners, LLC | 164 | $14.7K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 157 | $14.1K | 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 |