Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Smith A O Corp as of Dec 31, 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
643
+1 vs. Q3 2024
Shares held
110.7M
+908.0K (+0.8%) vs. Q3 2024
Total value
$7.55B
−$2.31B (−23.4%) vs. Q3 2024
New holders
96
216 more added
Sold out
95
242 more reduced

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 643 institutions
Q1 2021: 528 institutionsQ2 2021: 543 institutionsQ3 2021: 534 institutionsQ4 2021: 581 institutionsQ1 2022: 589 institutionsQ2 2022: 547 institutionsQ3 2022: 540 institutionsQ4 2022: 533 institutionsQ1 2023: 545 institutionsQ2 2023: 587 institutionsQ3 2023: 578 institutionsQ4 2023: 633 institutionsQ1 2024: 655 institutionsQ2 2024: 642 institutionsQ3 2024: 654 institutionsQ4 2024: 643 institutionsQ1 2025: 656 institutionsQ2 2025: 632 institutionsQ3 2025: 631 institutionsQ4 2025: 647 institutionsQ1 2026: 636 institutionsQ2 2026: 615 institutions
Value heldQ4 2024: $7.55B
Q1 2021: $8.29BQ2 2021: $8.63BQ3 2021: $7.44BQ4 2021: $10.3BQ1 2022: $7.61BQ2 2022: $6.36BQ3 2022: $5.79BQ4 2022: $6.62BQ1 2023: $7.90BQ2 2023: $8.21BQ3 2023: $7.44BQ4 2023: $9.18BQ1 2024: $10.2BQ2 2024: $9.08BQ3 2024: $9.87BQ4 2024: $7.55BQ1 2025: $7.28BQ2 2025: $7.14BQ3 2025: $7.82BQ4 2025: $7.86BQ1 2026: $7.76BQ2 2026: $7.90B
Institutions holding AOS and their total value by quarter
QuarterHoldersValue
Q2 2026615$7.90B
Q1 2026636$7.76B
Q4 2025647$7.86B
Q3 2025631$7.82B
Q2 2025632$7.14B
Q1 2025656$7.28B
Q4 2024643$7.55B
Q3 2024654$9.87B
Q2 2024642$9.08B
Q1 2024655$10.2B
Q4 2023633$9.18B
Q3 2023578$7.44B
Q2 2023587$8.21B
Q1 2023545$7.90B
Q4 2022533$6.62B
Q3 2022540$5.79B
Q2 2022547$6.36B
Q1 2022589$7.61B
Q4 2021581$10.3B
Q3 2021534$7.44B
Q2 2021543$8.63B
Q1 2021528$8.29B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2024.

Institutions holding AOS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC3$00.00%−1−25.0%Reduced
Parallax Volatility Advisers, L.P.1$680.00%+1New
Private Wealth Management Group, LLC1$690.00%+1New
Principia Wealth Advisory, LLC2$1360.00%+2New
Annis Gardner Whiting Capital Advisors, LLC3$2050.00%+3New
Parkworth Wealth Management, Inc.4$2730.00%+4New
Valued Wealth Advisors LLC4$2740.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$3420.00%00.0%Unchanged
Hexagon Capital Partners LLC6$4000.00%00.0%Unchanged
Rise Advisors, LLC7$4770.00%+7New
True Wealth Design, LLC7$4780.00%−3−30.0%Reduced
TFC Financial Management7$4800.00%00.0%Unchanged
Cornerstone Planning Group LLC7$5000.00%+7New
Zions Bancorporation, N.A.9$6140.00%00.0%Unchanged
Anchor Investment Management, LLC10$6820.00%00.0%Unchanged
MCF Advisors LLC10$6830.00%−2−16.7%Reduced
Raffa Wealth Management, LLC15$1.02K0.00%00.0%Unchanged
HM Payson & Co15$1.02K0.00%00.0%Unchanged
Sachetta, LLC17$1.16K0.00%+17New
Mowery & Schoenfeld Wealth Management, LLC20$1.36K0.00%+20New
DiNuzzo Private Wealth, Inc.25$1.71K0.00%−1−3.8%Reduced
Fortitude Family Office, LLC26$1.77K0.00%00.0%Unchanged
SJS Investment Consulting Inc.26$1.77K0.00%−6−18.8%Reduced
WPG Advisers, LLC27$1.84K0.00%+27New
Avion Wealth42$2.00K0.00%+7+20.0%Added
Dunhill Financial, LLC32$2.19K0.00%+7+28.0%Added
Park Place Capital Corp33$2.25K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC35$2.39K0.00%00.0%Unchanged
Global Financial Private Client, LLC36$2.46K0.00%+6+20.0%Added
Whipplewood Advisors, LLC36$2.46K0.00%+36New
Geneos Wealth Management Inc.37$2.52K0.00%−12−24.5%Reduced
Raleigh Capital Management Inc.44$3.00K0.00%−5−10.2%Reduced
Bogart Wealth, LLC49$3.34K0.00%00.0%Unchanged
Altshuler Shaham Ltd57$3.89K0.00%+10+21.3%Added
TD Waterhouse Canada Inc.60$4.09K0.00%00.0%Unchanged
Rothschild Investment LLC60$4.09K0.00%−25−29.4%Reduced
Harbor Investment Advisory, LLC67$4.57K0.00%00.0%Unchanged
Continuum Advisory, LLC82$5.59K0.00%−6−6.8%Reduced
Washington Trust Co83$5.64K0.00%−3−3.5%Reduced
Financial Management Professionals, Inc.83$5.66K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc86$5.87K0.00%00.0%Unchanged
CVA Family Office, LLC86$5.87K0.00%+7+8.9%Added
Ancora Advisors, LLC87$5.93K0.00%−449−83.8%Reduced
Hemington Wealth Management93$6.00K0.00%−11−10.6%Reduced
Bell Investment Advisors, Inc90$6.14K0.00%00.0%Unchanged
Colonial Trust Co92$6.28K0.00%+92New
MV Capital Management, Inc.99$6.75K0.00%−5−4.8%Reduced
Measured Risk Portfolios, Inc.122$8.32K0.01%+122New
Thurston, Springer, Miller, Herd & Titak, Inc.127$8.66K0.00%−52−29.1%Reduced
Ameriflex Group, Inc.131$8.82K0.00%+131New
Versant Capital Management, Inc137$9.35K0.00%−43−23.9%Reduced
SOA Wealth Advisors, LLC.138$9.42K0.00%00.0%Unchanged
Key Financial Inc143$9.75K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC151$10.3K0.00%−4−2.6%Reduced
CoreCap Advisors, LLC153$10.4K0.00%+2+1.3%Added
Aspect Partners, LLC157$10.7K0.01%00.0%Unchanged
MAI Capital Management159$10.8K0.00%+159New
Larson Financial Group LLC162$11.1K0.00%−10−5.8%Reduced
DT Investment Partners, LLC164$11.2K0.00%00.0%Unchanged
LRI Investments, LLC177$12.1K0.00%00.0%Unchanged
Venturi Wealth Management, LLC188$12.8K0.00%+58+44.6%Added
TD Private Client Wealth LLC199$13.6K0.00%+2+1.0%Added
Leonteq Securities AG199$13.6K0.00%+55+38.2%Added
Oarsman Capital, Inc.200$13.6K0.00%−25−11.1%Reduced
Trust Co of Vermont200$13.6K0.00%+200New
Criterion Capital Advisors, LLC170$13.9K0.01%00.0%Unchanged
Lindbrook Capital, LLC206$14.1K0.00%+76+58.5%Added
Caitong International Asset Management Co., Ltd206$14.1K0.01%+206New
Sierra Ocean, LLC206$14.1K0.01%+206New
Whittier Trust Co of Nevada Inc210$14.3K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC211$14.4K0.00%00.0%Unchanged
Harbour Investments, Inc.214$14.6K0.00%−50−18.9%Reduced
Atala Financial Inc216$14.7K0.01%+216New
JFS Wealth Advisors, LLC216$14.7K0.00%00.0%Unchanged
Parkside Financial Bank & Trust261$17.8K0.00%00.0%Unchanged
National Pension Service262$17.9K0.00%+262New
TCTC Holdings, LLC289$19.7K0.00%+289New
Newbridge Financial Services Group, Inc.290$19.8K0.01%+290New
Cromwell Holdings LLC296$20.2K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co300$20.5K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC300$20.5K0.04%00.0%Unchanged
Capital Advisors, Ltd. LLC304$21.0K0.00%00.0%Unchanged
Tobam325$22.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC346$23.6K0.00%−17−4.7%Reduced
Allworth Financial LP333$23.6K0.00%−27−7.5%Reduced
Resources Management Corp350$24.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC361$24.6K0.00%+99+37.8%Added
Farther Finance Advisors, LLC377$25.7K0.00%−1−0.3%Reduced
Principal Securities, Inc.389$26.5K0.00%−57−12.8%Reduced
NBT Bank N A400$27.3K0.00%00.0%Unchanged
Quent Capital, LLC401$27.4K0.00%−18−4.3%Reduced
Wolff Wiese Magana LLC415$28.3K0.02%00.0%Unchanged
Centerpoint Advisors, LLC435$30.0K0.01%00.0%Unchanged
Medallion Wealth Advisors, LLC459$30.0K0.01%+459New
Lavaca Capital LLC440$30.0K0.01%+440New
Sentry Investment Management LLC468$32.0K0.02%−76−14.0%Reduced
Skopos Labs, Inc.485$33.1K0.01%+3+0.6%Added
Evelyn Partners Investment Management LLP490$33.4K0.00%+490New
Whittier Trust Co532$36.3K0.00%00.0%Unchanged
Smartleaf Asset Management LLC571$38.8K0.00%+47+9.0%Added