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 |
|---|---|---|---|---|---|
| Criterion Capital Advisors, LLC | 170 | $13.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 151 | $13.6K | 0.00% | +151 | New |
| Hillsdale Investment Management Inc. | 150 | $13.5K | 0.00% | −7,000−97.9% | Reduced |
| Leonteq Securities AG | 144 | $12.9K | 0.00% | +144 | New |
| LRI Investments, LLC | 177 | $12.9K | 0.00% | −80−31.1% | Reduced |
| Key Financial Inc | 143 | $12.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 138 | $12.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 130 | $11.7K | 0.00% | −240−64.9% | Reduced |
| Lindbrook Capital, LLC | 130 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 127 | $11.4K | 0.00% | +127 | New |
| FinTrust Capital Advisors, LLC | 110 | $9.88K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $9.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $8.09K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 86 | $7.75K | 0.00% | +3+3.6% | Added |
| Farmers & Merchants Investments Inc | 86 | $7.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $7.64K | 0.00% | −10−10.5% | Reduced |
| Ameliora Wealth Management Ltd. | 80 | $7.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $7.10K | 0.00% | −9−10.2% | Reduced |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 104 | $7.00K | 0.00% | +104 | New |
| Crewe Advisors LLC | 73 | $6.56K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 72 | $6.47K | 0.00% | +72 | New |
| Continuum Advisory, LLC | 88 | $6.42K | 0.00% | +8+10.0% | Added |
| Harbor Investment Advisory, LLC | 67 | $6.02K | 0.00% | −2−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 60 | $5.32K | 0.00% | −7−10.4% | Reduced |
| 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 |
| Altshuler Shaham Ltd | 47 | $4.22K | 0.00% | +4+9.3% | Added |
| Reston Wealth Management LLC | 37 | $3.32K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 35 | $3.14K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 34 | $3.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 33 | $2.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $2.69K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 27 | $2.42K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $2.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $2.34K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $2.28K | 0.00% | +13+108.3% | Added |
| HM Payson & Co | 15 | $1.35K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $899 | 0.00% | +2+25.0% | Added |
| Anchor Investment Management, LLC | 10 | $898 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $808 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $719 | 0.00% | +8 | New |
| TFC Financial Management | 7 | $632 | 0.00% | −1−12.5% | Reduced |
| Spire Wealth Management | 6 | $539 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 6 | $526 | 0.00% | −16−72.7% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $450 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $449 | 0.00% | −5−50.0% | Reduced |
| Valued Wealth Advisors LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| Junto Capital Management LP | 0 | $0 | 0.00% | −345,557−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −219,846−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −162,861−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −94,642−100.0% | Sold out |
| 1060 Capital, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −31,790−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −25,375−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −19,722−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −16,137−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −16,056−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −15,270−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −14,854−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −12,762−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,131−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Benchmark Investment Advisors LLC | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,875−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −4,144−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,414−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |