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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 604 | $41.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 621 | $42.3K | 0.01% | +3+0.5% | Added |
| Quadrant Capital Group LLC | 635 | $43.3K | 0.00% | −78−10.9% | Reduced |
| Optimum Investment Advisors | 688 | $46.9K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 688 | $46.9K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 736 | $50.2K | 0.01% | −387−34.5% | Reduced |
| Ransom Advisory, Ltd | 740 | $50.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 771 | $52.6K | 0.00% | +6+0.8% | Added |
| Eagle Bay Advisors LLC | 778 | $53.1K | 0.03% | −453−36.8% | Reduced |
| Mascoma Wealth Management LLC | 830 | $56.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 843 | $58.0K | 0.01% | −61−6.7% | Reduced |
| Ridgewood Investments LLC | 876 | $59.7K | 0.03% | +876 | New |
| Huntington National Bank | 903 | $61.6K | 0.00% | +91+11.2% | Added |
| Brown, Lisle/Cummings, Inc. | 920 | $62.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 967 | $65.9K | 0.01% | +52+5.7% | Added |
| Bank of New Hampshire | 967 | $66.0K | 0.02% | −433−30.9% | Reduced |
| New Age Alpha Advisors, LLC | 972 | $66.3K | 0.00% | +972 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,000 | $68.2K | 0.00% | −16,400−94.3% | Reduced |
| GeoWealth Management, LLC | 1,064 | $72.6K | 0.00% | −68−6.0% | Reduced |
| Parallel Advisors, LLC | 1,119 | $76.3K | 0.00% | +474+73.5% | Added |
| PEAK6 LLC | 1,200 | $81.9K | 0.00% | +1,200 | New |
| Johnson Financial Group, Inc. | 1,234 | $83.5K | 0.00% | +39+3.3% | Added |
| Canada Post Corp Registered Pension Plan | 1,235 | $84.2K | 0.00% | +1,235 | New |
| Umb Bank N A | 1,266 | $86.4K | 0.00% | +39+3.2% | Added |
| Global Retirement Partners, LLC | 1,277 | $87.1K | 0.00% | −230−15.3% | Reduced |
| Signaturefd, LLC | 1,299 | $88.6K | 0.00% | +371+40.0% | Added |
| Lee Danner & Bass Inc | 1,300 | $88.7K | 0.01% | +1,300 | New |
| First Command Advisory Services, Inc. | 1,475 | $100.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,570 | $106.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,604 | $109.4K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,638 | $111.2K | 0.00% | +11+0.7% | Added |
| GWM Advisors LLC | 1,681 | $114.6K | 0.00% | −2,906−63.4% | Reduced |
| MUFG Securities Americas Inc. | 1,759 | $120.0K | 0.02% | +1,759 | New |
| Kieckhefer Group LLC | 1,800 | $122.8K | 0.07% | +1,800 | New |
| ORG Partners LLC | 2,167 | $147.8K | 0.02% | −38−1.7% | Reduced |
| Lazard Asset Management LLC | 2,175 | $148.0K | 0.00% | −14−0.6% | Reduced |
| Mather Group, LLC. | 2,191 | $149.4K | 0.00% | −552−20.1% | Reduced |
| Van Hulzen Asset Management, LLC | 2,309 | $157.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,240 | $159.0K | 0.01% | −132−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,463 | $168.0K | 0.00% | +595+31.9% | Added |
| Covestor Ltd | 2,696 | $184.0K | 0.12% | +118+4.6% | Added |
| Capstone Investment Advisors, LLC | 2,722 | $185.7K | 0.00% | +553+25.5% | Added |
| GAMMA Investing LLC | 2,851 | $194.5K | 0.02% | +133+4.9% | Added |
| Keybank National Association | 2,945 | $200.9K | 0.00% | +72+2.5% | Added |
| Headlands Technologies LLC | 2,945 | $200.9K | 0.02% | +2,945 | New |
| Townsend Asset Management Corp | 2,950 | $201.2K | 0.07% | +14+0.5% | Added |
| Vestcor Inc | 2,968 | $202.0K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,002 | $204.0K | 0.19% | −1,081−26.5% | Reduced |
| Loudon Investment Management, LLC | 2,996 | $204.4K | 0.12% | −400−11.8% | Reduced |
| Arrowroot Family Office, LLC | 3,014 | $205.6K | 0.11% | +3,014 | New |
| Smith Shellnut Wilson LLC | 3,016 | $205.7K | 0.09% | −79−2.6% | Reduced |
| Cardiff Park Advisors, LLC | 3,033 | $206.9K | 0.02% | +14+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 3,038 | $207.2K | 0.06% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,064 | $209.0K | 0.13% | −36,692−92.3% | Reduced |
| Mutual Advisors, LLC | 2,931 | $209.3K | 0.01% | +2,931 | New |
| Dynamic Technology Lab Private Ltd | 3,079 | $210.0K | 0.03% | +3,079 | New |
| Hudock, Inc. | 3,132 | $213.7K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,140 | $214.0K | 0.09% | +3,140 | New |
| Voleon Capital Management LP | 3,146 | $214.6K | 0.02% | +3,146 | New |
| Resources Investment Advisors, LLC. | 3,184 | $217.2K | 0.00% | −56−1.7% | Reduced |
| Semanteon Capital Management, LP | 3,199 | $218.2K | 0.12% | +3,199 | New |
| Arjuna Capital | 3,230 | $220.3K | 0.06% | −131−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,291 | $224.5K | 0.00% | −82,347−96.2% | Reduced |
| Ostrum Asset Management | 3,309 | $225.7K | 0.02% | +1,318+66.2% | Added |
| Spears Abacus Advisors LLC | 3,336 | $227.5K | 0.00% | −77,261−95.9% | Reduced |
| Florida Financial Advisors, LLC | 3,353 | $228.7K | 0.10% | −322−8.8% | Reduced |
| Archer Investment Corp | 3,365 | $229.5K | 0.06% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 3,384 | $230.8K | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,391 | $231.3K | 0.06% | +935+38.1% | Added |
| Allstate Corp | 3,403 | $232.1K | 0.01% | +3,403 | New |
| Trajan Wealth LLC | 3,405 | $232.3K | 0.01% | +332+10.8% | Added |
| Stephens Inc | 3,434 | $234.2K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,450 | $235.0K | 0.02% | +3,450 | New |
| Advisory Alpha, LLC | 3,454 | $235.6K | 0.01% | +274+8.6% | Added |
| Occudo Quantitative Strategies LP | 3,455 | $235.7K | 0.04% | +3,455 | New |
| EntryPoint Capital, LLC | 3,480 | $237.4K | 0.10% | +3,480 | New |
| PFG Investments, LLC | 3,484 | $237.6K | 0.01% | −87−2.4% | Reduced |
| First Manhattan Co | 3,592 | $245.0K | 0.00% | −758−17.4% | Reduced |
| Hardy Reed LLC | 3,620 | $246.9K | 0.02% | 00.0% | Unchanged |
| Burney Co | 3,651 | $249.0K | 0.01% | +10.0% | Added |
| PUREfi Wealth, LLC | 3,691 | $251.8K | 0.25% | +3,691 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,782 | $258.0K | 0.01% | −20−0.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,797 | $259.0K | 0.01% | +16+0.4% | Added |
| Nicolet Bankshares Inc | 3,900 | $266.0K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,953 | $269.7K | 0.00% | −5,939−60.0% | Reduced |
| Metis Global Partners, LLC | 3,986 | $271.9K | 0.01% | −2,417−37.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,000 | $272.8K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,002 | $273.0K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,025 | $274.5K | 0.03% | −59−1.4% | Reduced |
| V-Square Quantitative Management LLC | 4,089 | $278.9K | 0.04% | +482+13.4% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,100 | $279.7K | 0.01% | +4,100 | New |
| Phoenix Holdings Ltd. | 4,137 | $282.2K | 0.00% | −125−2.9% | Reduced |
| First Horizon Advisors, Inc. | 4,160 | $283.8K | 0.01% | −11−0.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,173 | $285.0K | 0.00% | −1,344−24.4% | Reduced |
| State of Wyoming | 4,188 | $285.7K | 0.04% | +4,188 | New |
| Glenmede Trust Co NA | 4,240 | $289.2K | 0.00% | +248+6.2% | Added |
| Empirical Finance, LLC | 4,272 | $291.4K | 0.02% | −48−1.1% | Reduced |
| Inceptionr LLC | 4,320 | $294.7K | 0.07% | +1,513+53.9% | Added |
| Sherbrooke Park Advisers LLC | 4,433 | $302.4K | 0.10% | +4,433 | New |
| Savant Capital, LLC | 4,437 | $302.6K | 0.00% | +114+2.6% | Added |