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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 87 | $5.93K | 0.00% | −449−83.8% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $5.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 86 | $5.87K | 0.00% | +7+8.9% | Added |
| Financial Management Professionals, Inc. | 83 | $5.66K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 83 | $5.64K | 0.00% | −3−3.5% | Reduced |
| Continuum Advisory, LLC | 82 | $5.59K | 0.00% | −6−6.8% | Reduced |
| Harbor Investment Advisory, LLC | 67 | $4.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $4.09K | 0.00% | −25−29.4% | Reduced |
| TD Waterhouse Canada Inc. | 60 | $4.09K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 57 | $3.89K | 0.00% | +10+21.3% | Added |
| Bogart Wealth, LLC | 49 | $3.34K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 44 | $3.00K | 0.00% | −5−10.2% | Reduced |
| Geneos Wealth Management Inc. | 37 | $2.52K | 0.00% | −12−24.5% | Reduced |
| Global Financial Private Client, LLC | 36 | $2.46K | 0.00% | +6+20.0% | Added |
| Whipplewood Advisors, LLC | 36 | $2.46K | 0.00% | +36 | New |
| Bruce G. Allen Investments, LLC | 35 | $2.39K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $2.19K | 0.00% | +7+28.0% | Added |
| Avion Wealth | 42 | $2.00K | 0.00% | +7+20.0% | Added |
| WPG Advisers, LLC | 27 | $1.84K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 26 | $1.77K | 0.00% | −6−18.8% | Reduced |
| Fortitude Family Office, LLC | 26 | $1.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.71K | 0.00% | −1−3.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $1.36K | 0.00% | +20 | New |
| Sachetta, LLC | 17 | $1.16K | 0.00% | +17 | New |
| HM Payson & Co | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $683 | 0.00% | −2−16.7% | Reduced |
| Anchor Investment Management, LLC | 10 | $682 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $614 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $500 | 0.00% | +7 | New |
| TFC Financial Management | 7 | $480 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $478 | 0.00% | −3−30.0% | Reduced |
| Rise Advisors, LLC | 7 | $477 | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $273 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $205 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 2 | $136 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 1 | $69 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 1 | $68 | 0.00% | +1 | New |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −876,837−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −144,117−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −123,757−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −104,240−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −76,125−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −67,848−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −56,732−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −31,850−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −17,617−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −15,727−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,711−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −13,008−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,859−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −7,730−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −6,538−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,836−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,410−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,811−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −34,764−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −3,897−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −2,925−100.0% | Sold out |
| Nixon Peabody Trust Co | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,851−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,846−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,762−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −2,672−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −2,645−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |