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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 87 | $5.69K | 0.00% | +86+8,600.0% | Added |
| Farmers & Merchants Investments Inc | 86 | $5.62K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 85 | $5.56K | 0.01% | +85 | New |
| Ancora Advisors, LLC | 84 | $5.49K | 0.00% | −3−3.4% | Reduced |
| Washington Trust Co | 83 | $5.43K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $5.42K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $5.16K | 0.00% | −7−8.1% | Reduced |
| LGT Financial Advisors LLC | 71 | $4.61K | 0.01% | −617−89.7% | Reduced |
| Grove Bank & Trust | 65 | $4.25K | 0.00% | +65 | New |
| Altshuler Shaham Ltd | 58 | $3.79K | 0.00% | +1+1.8% | Added |
| Atlantic Trust, LLC | 55 | $3.60K | 0.00% | +55 | New |
| United Community Bank | 50 | $3.27K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 49 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 46 | $3.01K | 0.00% | +11+31.4% | Added |
| Global Financial Private Client, LLC | 45 | $2.94K | 0.00% | +9+25.0% | Added |
| Continuum Advisory, LLC | 36 | $2.35K | 0.00% | −46−56.1% | Reduced |
| Whipplewood Advisors, LLC | 2,400 | $2.35K | 0.00% | +2,364+6,566.7% | Added |
| Sachetta, LLC | 34 | $2.22K | 0.00% | +17+100.0% | Added |
| Spire Wealth Management | 34 | $2.22K | 0.00% | +34 | New |
| Avion Wealth | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 30 | $1.96K | 0.00% | +30 | New |
| Dunhill Financial, LLC | 29 | $1.92K | 0.00% | −3−9.4% | Reduced |
| Zions Bancorporation, National Association | 29 | $1.90K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 26 | $1.70K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.44K | 0.00% | −4−15.4% | Reduced |
| Raleigh Capital Management Inc. | 21 | $1.37K | 0.00% | −23−52.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $1.31K | 0.00% | −5−20.0% | Reduced |
| GW&K Investment Management, LLC | 13 | $1.00K | 0.00% | +10+333.3% | Added |
| Winthrop Capital Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| HM Payson & Co | 15 | $981 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $980 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $916 | 0.00% | +14 | New |
| Greenline Partners, LLC | 11 | $719 | 0.00% | +11 | New |
| Anchor Investment Management, LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 9 | $588 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 8 | $525 | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $523 | 0.00% | +8 | New |
| TFC Financial Management | 7 | $460 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $458 | 0.00% | −85−92.4% | Reduced |
| Rise Advisors, LLC | 7 | $458 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $458 | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 7 | $458 | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 6 | $383 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $341 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $327 | 0.00% | +5 | New |
| Activest Wealth Management | 5 | $327 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $327 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $250 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 3 | $197 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $196 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 2 | $130 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $66 | 0.00% | −6−85.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −842−99.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −715,372−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −167,613−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −146,499−100.0% | Sold out |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −144,761−100.0% | Sold out |
| Northstar Asset Management Inc | 0 | $0 | 0.00% | −116,446−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −75,808−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −58,159−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −46,793−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −46,713−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −41,482−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −41,174−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −41,157−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −39,658−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −30,639−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,914−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −23,259−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −23,145−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −19,670−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,380−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,581−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −14,661−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,622−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −9,326−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −9,225−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −8,243−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,990−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,632−100.0% | Sold out |
| Guinness Asset Management LTD | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −7,280−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −6,382−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,932−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,664−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,414−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,716−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −4,437−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,433−100.0% | Sold out |