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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 2,851 | $194.5K | 0.02% | +133+4.9% | Added |
| Capstone Investment Advisors, LLC | 2,722 | $185.7K | 0.00% | +553+25.5% | Added |
| Covestor Ltd | 2,696 | $184.0K | 0.12% | +118+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,463 | $168.0K | 0.00% | +595+31.9% | Added |
| Proequities, Inc. | 2,240 | $159.0K | 0.01% | −132−5.6% | Reduced |
| Van Hulzen Asset Management, LLC | 2,309 | $157.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,191 | $149.4K | 0.00% | −552−20.1% | Reduced |
| Lazard Asset Management LLC | 2,175 | $148.0K | 0.00% | −14−0.6% | Reduced |
| ORG Partners LLC | 2,167 | $147.8K | 0.02% | −38−1.7% | Reduced |
| Kieckhefer Group LLC | 1,800 | $122.8K | 0.07% | +1,800 | New |
| MUFG Securities Americas Inc. | 1,759 | $120.0K | 0.02% | +1,759 | New |
| GWM Advisors LLC | 1,681 | $114.6K | 0.00% | −2,906−63.4% | Reduced |
| Horizon Investments, LLC | 1,638 | $111.2K | 0.00% | +11+0.7% | Added |
| Natixis Investment Managers International | 1,604 | $109.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,570 | $106.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,475 | $100.6K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,300 | $88.7K | 0.01% | +1,300 | New |
| Signaturefd, LLC | 1,299 | $88.6K | 0.00% | +371+40.0% | Added |
| Global Retirement Partners, LLC | 1,277 | $87.1K | 0.00% | −230−15.3% | Reduced |
| Umb Bank N A | 1,266 | $86.4K | 0.00% | +39+3.2% | Added |
| Canada Post Corp Registered Pension Plan | 1,235 | $84.2K | 0.00% | +1,235 | New |
| Johnson Financial Group, Inc. | 1,234 | $83.5K | 0.00% | +39+3.3% | Added |
| PEAK6 LLC | 1,200 | $81.9K | 0.00% | +1,200 | New |
| Parallel Advisors, LLC | 1,119 | $76.3K | 0.00% | +474+73.5% | Added |
| GeoWealth Management, LLC | 1,064 | $72.6K | 0.00% | −68−6.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,000 | $68.2K | 0.00% | −16,400−94.3% | Reduced |
| New Age Alpha Advisors, LLC | 972 | $66.3K | 0.00% | +972 | New |
| Bank of New Hampshire | 967 | $66.0K | 0.02% | −433−30.9% | Reduced |
| Private Trust Co NA | 967 | $65.9K | 0.01% | +52+5.7% | Added |
| Brown, Lisle/Cummings, Inc. | 920 | $62.8K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 903 | $61.6K | 0.00% | +91+11.2% | Added |
| Ridgewood Investments LLC | 876 | $59.7K | 0.03% | +876 | New |
| Transamerica Financial Advisors, Inc. | 843 | $58.0K | 0.01% | −61−6.7% | Reduced |
| Mascoma Wealth Management LLC | 830 | $56.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 778 | $53.1K | 0.03% | −453−36.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 771 | $52.6K | 0.00% | +6+0.8% | Added |
| Ransom Advisory, Ltd | 740 | $50.5K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 736 | $50.2K | 0.01% | −387−34.5% | Reduced |
| LGT Financial Advisors LLC | 688 | $46.9K | 0.10% | 00.0% | Unchanged |
| Optimum Investment Advisors | 688 | $46.9K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 635 | $43.3K | 0.00% | −78−10.9% | Reduced |
| Truvestments Capital LLC | 621 | $42.3K | 0.01% | +3+0.5% | Added |
| Clearstead Advisors, LLC | 604 | $41.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 571 | $38.8K | 0.00% | +47+9.0% | Added |
| Whittier Trust Co | 532 | $36.3K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 490 | $33.4K | 0.00% | +490 | New |
| Skopos Labs, Inc. | 485 | $33.1K | 0.01% | +3+0.6% | Added |
| Sentry Investment Management LLC | 468 | $32.0K | 0.02% | −76−14.0% | Reduced |
| Lavaca Capital LLC | 440 | $30.0K | 0.01% | +440 | New |
| Centerpoint Advisors, LLC | 435 | $30.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 459 | $30.0K | 0.01% | +459 | New |
| Wolff Wiese Magana LLC | 415 | $28.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 401 | $27.4K | 0.00% | −18−4.3% | Reduced |
| NBT Bank N A | 400 | $27.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 389 | $26.5K | 0.00% | −57−12.8% | Reduced |
| Farther Finance Advisors, LLC | 377 | $25.7K | 0.00% | −1−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 361 | $24.6K | 0.00% | +99+37.8% | Added |
| Resources Management Corp | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 333 | $23.6K | 0.00% | −27−7.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 346 | $23.6K | 0.00% | −17−4.7% | Reduced |
| Tobam | 325 | $22.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $21.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $20.5K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 296 | $20.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 290 | $19.8K | 0.01% | +290 | New |
| TCTC Holdings, LLC | 289 | $19.7K | 0.00% | +289 | New |
| National Pension Service | 262 | $17.9K | 0.00% | +262 | New |
| Parkside Financial Bank & Trust | 261 | $17.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 216 | $14.7K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 216 | $14.7K | 0.01% | +216 | New |
| Harbour Investments, Inc. | 214 | $14.6K | 0.00% | −50−18.9% | Reduced |
| Laurel Wealth Advisors LLC | 211 | $14.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 210 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 206 | $14.1K | 0.01% | +206 | New |
| Lindbrook Capital, LLC | 206 | $14.1K | 0.00% | +76+58.5% | Added |
| Caitong International Asset Management Co., Ltd | 206 | $14.1K | 0.01% | +206 | New |
| Criterion Capital Advisors, LLC | 170 | $13.9K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 200 | $13.6K | 0.00% | −25−11.1% | Reduced |
| Trust Co of Vermont | 200 | $13.6K | 0.00% | +200 | New |
| TD Private Client Wealth LLC | 199 | $13.6K | 0.00% | +2+1.0% | Added |
| Leonteq Securities AG | 199 | $13.6K | 0.00% | +55+38.2% | Added |
| Venturi Wealth Management, LLC | 188 | $12.8K | 0.00% | +58+44.6% | Added |
| LRI Investments, LLC | 177 | $12.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 164 | $11.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 162 | $11.1K | 0.00% | −10−5.8% | Reduced |
| MAI Capital Management | 159 | $10.8K | 0.00% | +159 | New |
| Aspect Partners, LLC | 157 | $10.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 153 | $10.4K | 0.00% | +2+1.3% | Added |
| Catalyst Capital Advisors LLC | 151 | $10.3K | 0.00% | −4−2.6% | Reduced |
| Key Financial Inc | 143 | $9.75K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 138 | $9.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 137 | $9.35K | 0.00% | −43−23.9% | Reduced |
| Ameriflex Group, Inc. | 131 | $8.82K | 0.00% | +131 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 127 | $8.66K | 0.00% | −52−29.1% | Reduced |
| Measured Risk Portfolios, Inc. | 122 | $8.32K | 0.01% | +122 | New |
| MV Capital Management, Inc. | 99 | $6.75K | 0.00% | −5−4.8% | Reduced |
| Colonial Trust Co | 92 | $6.28K | 0.00% | +92 | New |
| Bell Investment Advisors, Inc | 90 | $6.14K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 93 | $6.00K | 0.00% | −11−10.6% | Reduced |