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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 4,464 | $304.5K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,487 | $306.1K | 0.01% | +2,041+83.4% | Added |
| Coldstream Capital Management Inc | 4,511 | $307.7K | 0.01% | +723+19.1% | Added |
| Aristides Capital LLC | 4,512 | $307.8K | 0.10% | +4,512 | New |
| RMR Wealth Builders | 4,689 | $319.8K | 0.03% | +18+0.4% | Added |
| Atria Wealth Solutions, Inc. | 4,691 | $319.9K | 0.00% | +410+9.6% | Added |
| Kessler Investment Group, LLC | 4,713 | $321.5K | 0.15% | −339−6.7% | Reduced |
| Integrated Wealth Concepts LLC | 4,716 | $321.7K | 0.00% | +1,513+47.2% | Added |
| Norinchukin Bank, The | 4,801 | $327.5K | 0.01% | +131+2.8% | Added |
| Aptus Capital Advisors, LLC | 4,864 | $331.8K | 0.00% | +4,864 | New |
| Financial Advocates Investment Management | 4,949 | $337.5K | 0.02% | +1,255+34.0% | Added |
| E. Ohman J:or Asset Management AB | 5,000 | $341.1K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,005 | $341.4K | 0.00% | −113−2.2% | Reduced |
| Penserra Capital Management LLC | 5,066 | $344.0K | 0.01% | +1,480+41.3% | Added |
| Ameritas Advisory Services, LLC | 5,070 | $345.8K | 0.01% | +61+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,080 | $346.5K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,208 | $355.2K | 0.02% | −341−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,355 | $360.6K | 0.00% | −39,975−88.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,803 | $361.5K | 0.00% | +332+7.4% | Added |
| Sienna Gestion | 5,375 | $366.6K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 5,414 | $369.3K | 0.01% | +2,589+91.6% | Added |
| Jones Financial Companies LLLP | 5,464 | $372.7K | 0.00% | +3,565+187.7% | Added |
| Colony Group, LLC | 5,606 | $382.4K | 0.00% | +2,907+107.7% | Added |
| Ci Investments Inc. | 5,622 | $383.0K | 0.00% | +2,734+94.7% | Added |
| ORG Wealth Partners, LLC | 5,645 | $385.1K | 0.12% | −1,343−19.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 5,655 | $385.8K | 0.08% | +5,655 | New |
| First Hawaiian Bank | 5,664 | $386.3K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,671 | $386.8K | 0.08% | −885−13.5% | Reduced |
| Thoroughbred Financial Services, LLC | 5,684 | $387.0K | 0.02% | −1,342−19.1% | Reduced |
| New Mexico Educational Retirement Board | 5,750 | $392.0K | 0.01% | −200−3.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,800 | $395.6K | 0.40% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,827 | $398.9K | 0.01% | −117−2.0% | Reduced |
| Greenleaf Trust | 5,873 | $400.6K | 0.00% | +188+3.3% | Added |
| Marex Group plc | 5,932 | $404.6K | 0.01% | +5,932 | New |
| Cornerstone Wealth Management, LLC | 5,935 | $404.8K | 0.03% | +1,155+24.2% | Added |
| Gateway Investment Advisers LLC | 5,975 | $407.6K | 0.00% | +2,986+99.9% | Added |
| Options Solutions, LLC | 6,000 | $409.3K | 0.18% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,085 | $415.0K | 0.02% | −2,243−26.9% | Reduced |
| Claro Advisors LLC | 6,086 | $415.1K | 0.06% | −1,881−23.6% | Reduced |
| Canada Pension Plan Investment Board | 6,100 | $416.1K | 0.00% | −67,700−91.7% | Reduced |
| Park Avenue Securities LLC | 6,184 | $422.0K | 0.00% | +35+0.6% | Added |
| Buckhead Capital Management LLC | 6,243 | $425.8K | 0.14% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,351 | $433.2K | 0.01% | −174−2.7% | Reduced |
| Golden State Equity Partners | 6,382 | $435.3K | 0.08% | −7,172−52.9% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $436.5K | 0.01% | −400−5.9% | Reduced |
| Daymark Wealth Partners, LLC | 6,407 | $437.0K | 0.02% | +128+2.0% | Added |
| SevenBridge Financial Group, LLC | 6,784 | $447.5K | 0.08% | −150−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,586 | $449.2K | 0.01% | −1,242−15.9% | Reduced |
| Private Advisor Group, LLC | 6,694 | $456.6K | 0.00% | +3,712+124.5% | Added |
| Global X Japan Co., Ltd. | 6,726 | $458.8K | 0.06% | +1,502+28.8% | Added |
| Tower Research Capital LLC (TRC) | 6,732 | $459.2K | 0.01% | +3,766+127.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,834 | $466.0K | 0.00% | −8,415−55.2% | Reduced |
| Gradient Investments LLC | 6,840 | $466.6K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,865 | $468.3K | 0.01% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 6,925 | $472.4K | 0.14% | +6,925 | New |
| Crossmark Global Holdings, Inc. | 7,007 | $478.0K | 0.01% | −20−0.3% | Reduced |
| Quarry LP | 7,028 | $479.4K | 0.09% | +7,028 | New |
| Sterling Capital Management LLC | 7,124 | $485.9K | 0.01% | +2,578+56.7% | Added |
| SBI Securities Co., Ltd. | 7,130 | $486.3K | 0.01% | +7,130 | New |
| Oppenheimer Asset Management Inc. | 7,132 | $486.5K | 0.01% | +30+0.4% | Added |
| Simmons Bank | 7,200 | $491.1K | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 7,214 | $492.1K | 0.02% | −347−4.6% | Reduced |
| Snowden Capital Advisors LLC | 7,280 | $496.6K | 0.02% | +345+5.0% | Added |
| Gen-Wealth Partners Inc | 7,363 | $502.2K | 0.22% | +1,101+17.6% | Added |
| IMS Capital Management | 7,450 | $508.2K | 0.24% | −70−0.9% | Reduced |
| Guinness Asset Management LTD | 7,531 | $513.6K | 0.01% | +1,082+16.8% | Added |
| Fairtree Asset Management (Pty) Ltd | 7,550 | $515.0K | 0.49% | +7,550 | New |
| Blueshift Asset Management, LLC | 7,632 | $520.6K | 0.19% | +7,632 | New |
| CWM, LLC | 7,746 | $528.0K | 0.00% | −881−10.2% | Reduced |
| Allianz Asset Management GmbH | 7,872 | $536.9K | 0.00% | −93−1.2% | Reduced |
| Plato Investment Management Ltd | 7,847 | $537.2K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,990 | $545.0K | 0.04% | +7,990 | New |
| Avantax Advisory Services, Inc. | 8,061 | $549.9K | 0.00% | +91+1.1% | Added |
| M&T Bank Corp | 8,147 | $555.2K | 0.00% | +1,362+20.1% | Added |
| Railway Pension Investments Ltd | 8,200 | $559.3K | 0.01% | −30,000−78.5% | Reduced |
| Kentucky Retirement Systems | 8,243 | $562.3K | 0.02% | −114−1.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,289 | $565.4K | 0.00% | +8,289 | New |
| Aviva PLC | 8,365 | $570.6K | 0.00% | +441+5.6% | Added |
| Wedbush Securities Inc | 8,455 | $577.0K | 0.02% | +579+7.4% | Added |
| HBK Sorce Advisory LLC | 8,472 | $577.9K | 0.02% | −207−2.4% | Reduced |
| John G Ullman & Associates Inc | 8,500 | $579.8K | 0.09% | −200−2.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,563 | $584.1K | 0.07% | −74−0.9% | Reduced |
| PAX Financial Group, LLC | 8,669 | $591.3K | 0.11% | −99−1.1% | Reduced |
| Arlington Trust Co LLC | 8,722 | $594.9K | 0.12% | +350+4.2% | Added |
| Standard Life Aberdeen plc | 8,768 | $595.2K | 0.00% | −2,915−25.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,832 | $603.0K | 0.01% | −273−3.0% | Reduced |
| Meeder Asset Management Inc | 8,992 | $613.3K | 0.04% | −41,006−82.0% | Reduced |
| Mattson Financial Services, LLC | 6,840 | $614.4K | 0.20% | +6,840 | New |
| CIBC World Markets Inc. | 9,036 | $616.0K | 0.00% | +3,705+69.5% | Added |
| Prudential PLC | 9,168 | $625.3K | 0.00% | −13,536−59.6% | Reduced |
| United Asset Strategies, Inc. | 9,198 | $627.4K | 0.06% | +293+3.3% | Added |
| Qtron Investments LLC | 9,225 | $629.2K | 0.09% | −1,523−14.2% | Reduced |
| Weiss Asset Management LP | 9,326 | $636.1K | 0.01% | +9,326 | New |
| Independent Advisor Alliance | 9,353 | $638.0K | 0.01% | +962+11.5% | Added |
| MML Investors Services, LLC | 9,502 | $648.0K | 0.00% | +265+2.9% | Added |
| Gulf International Bank (UK) Ltd | 9,708 | $662.0K | 0.02% | −270−2.7% | Reduced |
| TownSquare Capital, LLC | 9,898 | $675.2K | 0.01% | +9,898 | New |
| Cypress Advisory Group LLC | 9,920 | $676.6K | 0.62% | +9,920 | New |
| Truist Financial Corp | 9,969 | $680.0K | 0.00% | −3,006−23.2% | Reduced |
| Lionshead Wealth Management, LLC | 10,143 | $691.9K | 0.50% | +10,143 | New |