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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, Q1 2025

Institutional positions in Smith A O Corp as of Mar 31, 2025. 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
656
+22 vs. Q4 2024
Shares held
111.4M
+1.53M (+1.4%) vs. Q4 2024
Total value
$7.28B
−$214.7M (−2.9%) vs. Q4 2024
New holders
112
231 more added
Sold out
90
237 more reduced

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 656 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 heldQ1 2025: $7.28B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2024.

Institutions holding AOS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
True Wealth Design, LLC1$660.00%−6−85.7%Reduced
Bay Harbor Wealth Management, LLC2$1300.00%+2New
GoalVest Advisory LLC3$1960.00%+3New
HFM Investment Advisors, LLC3$1970.00%+3New
Principia Wealth Advisory, LLC4$2500.00%+2+100.0%Added
Parkworth Wealth Management, Inc.4$2610.00%00.0%Unchanged
Valued Wealth Advisors LLC4$2640.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$3270.00%00.0%Unchanged
Osterweis Capital Management Inc5$3270.00%+5New
Activest Wealth Management5$3270.00%+5New
WealthTrak Capital Management LLC5$3270.00%+5New
Curio Wealth, LLC1$3410.00%+1New
Hexagon Capital Partners LLC6$3830.00%00.0%Unchanged
Colonial Trust Co7$4580.00%−85−92.4%Reduced
Rise Advisors, LLC7$4580.00%00.0%Unchanged
Horizon Financial Services, LLC7$4580.00%+7New
Rakuten Securities, Inc.7$4580.00%+7New
TFC Financial Management7$4600.00%00.0%Unchanged
Bare Financial Services, Inc8$5230.00%+8New
Hughes Financial Services, LLC8$5250.00%+8New
Private Wealth Asset Management, LLC9$5880.00%+9New
Anchor Investment Management, LLC10$6540.00%00.0%Unchanged
Greenline Partners, LLC11$7190.00%+11New
UMA Financial Services, Inc.14$9160.00%+14New
Raffa Wealth Management, LLC15$9800.00%00.0%Unchanged
HM Payson & Co15$9810.00%00.0%Unchanged
GW&K Investment Management, LLC13$1.00K0.00%+10+333.3%Added
Winthrop Capital Management, LLC15$1.00K0.00%+15New
DiNuzzo Private Wealth, Inc.20$1.31K0.00%−5−20.0%Reduced
Raleigh Capital Management Inc.21$1.37K0.00%−23−52.3%Reduced
SJS Investment Consulting Inc.22$1.44K0.00%−4−15.4%Reduced
Fortitude Family Office, LLC26$1.70K0.00%00.0%Unchanged
Zions Bancorporation, National Association29$1.90K0.00%+29New
Dunhill Financial, LLC29$1.92K0.00%−3−9.4%Reduced
Kestra Investment Management, LLC30$1.96K0.00%+30New
Avion Wealth42$2.00K0.00%00.0%Unchanged
Spire Wealth Management34$2.22K0.00%+34New
Sachetta, LLC34$2.22K0.00%+17+100.0%Added
Continuum Advisory, LLC36$2.35K0.00%−46−56.1%Reduced
Whipplewood Advisors, LLC2,400$2.35K0.00%+2,364+6,566.7%Added
Global Financial Private Client, LLC45$2.94K0.00%+9+25.0%Added
Bruce G. Allen Investments, LLC46$3.01K0.00%+11+31.4%Added
Bogart Wealth, LLC49$3.20K0.00%00.0%Unchanged
United Community Bank50$3.27K0.00%+50New
Atlantic Trust, LLC55$3.60K0.00%+55New
Altshuler Shaham Ltd58$3.79K0.00%+1+1.8%Added
Grove Bank & Trust65$4.25K0.00%+65New
LGT Financial Advisors LLC71$4.61K0.01%−617−89.7%Reduced
CVA Family Office, LLC79$5.16K0.00%−7−8.1%Reduced
Financial Management Professionals, Inc.83$5.42K0.00%00.0%Unchanged
Washington Trust Co83$5.43K0.00%00.0%Unchanged
Ancora Advisors, LLC84$5.49K0.00%−3−3.4%Reduced
Parvin Asset Management, LLC85$5.56K0.01%+85New
Farmers & Merchants Investments Inc86$5.62K0.00%00.0%Unchanged
Private Wealth Management Group, LLC87$5.69K0.00%+86+8,600.0%Added
Rothschild Investment LLC100$6.54K0.00%+40+66.7%Added
MV Capital Management, Inc.109$7.13K0.00%+10+10.1%Added
Bell Investment Advisors, Inc112$7.32K0.00%+22+24.4%Added
Sierra Ocean, LLC113$7.44K0.01%−93−45.1%Reduced
South State Corp.114$7.45K0.00%+114New
Hemington Wealth Management135$8.00K0.00%+42+45.2%Added
Ameriflex Group, Inc.132$8.61K0.00%+1+0.8%Added
NBC Securities, Inc.152$9.00K0.00%+152New
Manchester Capital Management LLC138$9.02K0.00%−11,440−98.8%Reduced
SOA Wealth Advisors, LLC.138$9.03K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC142$9.28K0.00%+75+111.9%Added
Key Financial Inc143$9.35K0.00%00.0%Unchanged
Kessler Investment Group, LLC146$9.54K0.00%−4,567−96.9%Reduced
CoreCap Advisors, LLC155$10.1K0.00%+2+1.3%Added
Aspect Partners, LLC157$10.3K0.01%00.0%Unchanged
MAI Capital Management160$10.4K0.00%+1+0.6%Added
DT Investment Partners, LLC164$10.7K0.00%00.0%Unchanged
Larson Financial Group LLC176$11.5K0.00%+14+8.6%Added
LRI Investments, LLC177$11.6K0.00%00.0%Unchanged
TD Private Client Wealth LLC183$12.0K0.00%−16−8.0%Reduced
Tobam199$13.0K0.01%−126−38.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt200$13.1K0.00%−800−80.0%Reduced
JFS Wealth Advisors, LLC203$13.3K0.00%−13−6.0%Reduced
Whittier Trust Co of Nevada Inc210$13.7K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC211$13.8K0.00%00.0%Unchanged
Atala Financial Inc216$14.1K0.01%00.0%Unchanged
Leonteq Securities AG227$14.8K0.00%+28+14.1%Added
Assetmark, Inc229$15.0K0.00%−27,596−99.2%Reduced
TSFG, LLC225$15.0K0.00%+225New
Parkside Financial Bank & Trust257$16.8K0.00%−4−1.5%Reduced
Harbour Investments, Inc.268$17.5K0.00%+54+25.2%Added
Newbridge Financial Services Group, Inc.290$19.0K0.00%00.0%Unchanged
Cromwell Holdings LLC296$19.3K0.01%00.0%Unchanged
Allworth Financial LP299$19.5K0.00%−34−10.2%Reduced
Financial Network Wealth Advisors LLC300$19.6K0.03%00.0%Unchanged
Capital Advisors, Ltd. LLC304$20.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC314$20.5K0.00%−290−48.0%Reduced
Wolff Wiese Magana LLC319$20.9K0.01%−96−23.1%Reduced
Trust Co of Vermont350$22.9K0.00%+150+75.0%Added
Resources Management Corp350$23.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC352$23.1K0.00%−219−38.4%Reduced
Sentry Investment Management LLC411$25.0K0.02%−57−12.2%Reduced
Vermillion & White Wealth Management Group, LLC395$25.8K0.02%+395New
NBT Bank N A400$26.1K0.00%00.0%Unchanged
Quent Capital, LLC401$26.2K0.00%00.0%Unchanged