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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Smith A O Corp as of Sep 30, 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
631
+7 vs. Q2 2025
Shares held
106.6M
−920.9K (−0.9%) vs. Q2 2025
Total value
$7.82B
+$768.2M (+10.9%) vs. Q2 2025
New holders
73
228 more added
Sold out
66
245 more reduced

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 631 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 heldQ3 2025: $7.82B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q2 2025.

Institutions holding AOS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth8$00.00%00.0%Unchanged
North Capital, Inc.1$730.00%+1New
Bartlett & Co. Wealth Management LLC2$1470.00%−50−96.2%Reduced
Private Wealth Asset Management, LLC2$1470.00%00.0%Unchanged
Seneschal Advisors, LLC2$1470.00%+2New
SOA Wealth Advisors, LLC.2$1570.00%−290−99.3%Reduced
Dunhill Financial, LLC2$1720.00%−1−33.3%Reduced
New Millennium Group LLC3$2200.00%+3New
Quaker Wealth Management, LLC3$2210.00%00.0%Unchanged
Valued Wealth Advisors LLC4$2990.00%00.0%Unchanged
Proffitt & Goodson Inc5$3680.00%+5New
Avalon Trust Co5$3680.00%+5New
Bay Harbor Wealth Management, LLC7$5130.00%+1+16.7%Added
Rise Advisors, LLC7$5140.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$5140.00%00.0%Unchanged
Rialto Wealth Management, LLC7$5140.00%+2+40.0%Added
North Star Investment Management Corp.7$5140.00%+7New
TFC Financial Management7$5170.00%00.0%Unchanged
HFM Investment Advisors, LLC8$5870.00%−1−11.1%Reduced
Texas Capital Bancshares Inc9$6610.00%+9New
Colonial Trust Co10$7340.00%00.0%Unchanged
Wealth Watch Advisors, INC10$7340.00%+10New
Creative Financial Designs Inc11$8150.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC12$8810.00%−3−20.0%Reduced
Principia Wealth Advisory, LLC12$8810.00%00.0%Unchanged
AdvisorNet Financial, Inc13$9540.00%00.0%Unchanged
Winthrop Capital Management, LLC15$1.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC27$1.00K0.00%+27New
Raffa Wealth Management, LLC15$1.10K0.00%−162−91.5%Reduced
Rakuten Securities, Inc.18$1.32K0.00%+18New
ZRC Wealth Management, LLC21$1.54K0.00%+21New
DiNuzzo Private Wealth, Inc.22$1.57K0.00%+2+10.0%Added
Spire Wealth Management23$1.69K0.00%−35−60.3%Reduced
Howard Hughes Medical Institute25$1.83K0.00%00.0%Unchanged
Private Wealth Management Group, LLC25$1.84K0.00%00.0%Unchanged
GW&K Investment Management, LLC23$2.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.32$2.35K0.00%+13+68.4%Added
Thurston, Springer, Miller, Herd & Titak, Inc.33$2.42K0.00%−6,944−99.5%Reduced
Activest Wealth Management37$2.72K0.00%+2+5.7%Added
Rational Advisors LLC42$3.08K0.00%−30−41.7%Reduced
Heartwood Wealth Advisors LLC42$3.08K0.00%+42New
Zions Bancorporation, National Association45$3.30K0.00%+12+36.4%Added
Bogart Wealth, LLC49$3.60K0.00%00.0%Unchanged
PFS Partners, LLC57$4.20K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.59$4.27K0.00%+58+5,800.0%Added
Altshuler Shaham Ltd59$4.33K0.00%−5−7.8%Reduced
Aspect Partners, LLC65$4.79K0.00%00.0%Unchanged
Atlantic Trust, LLC66$4.85K0.00%+45+214.3%Added
MJT & Associates Financial Advisory Group, Inc.66$4.85K0.00%+66New
Grove Bank & Trust79$5.80K0.00%00.0%Unchanged
Ancora Advisors, LLC82$6.02K0.00%00.0%Unchanged
MV Capital Management, Inc.85$6.24K0.00%−8−8.6%Reduced
Farmers & Merchants Investments Inc86$6.31K0.00%00.0%Unchanged
Clark Wealth Partners95$6.35K0.00%00.0%Unchanged
Bell Investment Advisors, Inc90$6.61K0.00%00.0%Unchanged
CVA Family Office, LLC95$6.97K0.00%00.0%Unchanged
ORG Partners LLC94$7.00K0.00%+2+2.2%Added
NBC Securities, Inc.100$7.34K0.00%00.0%Unchanged
Financial Management Professionals, Inc.102$7.49K0.00%00.0%Unchanged
Hantz Financial Services, Inc.113$8.00K0.00%+94+494.7%Added
Fortitude Family Office, LLC128$9.40K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC142$10.4K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC142$10.4K0.00%−66−31.7%Reduced
Key Financial Inc143$10.5K0.00%00.0%Unchanged
Essential Partners LLC143$10.5K0.00%+18+14.4%Added
CoreCap Advisors, LLC152$11.2K0.00%+1+0.7%Added
Anchor Investment Management, LLC160$11.7K0.00%+150+1,500.0%Added
DT Investment Partners, LLC164$12.0K0.00%00.0%Unchanged
LRI Investments, LLC177$13.0K0.00%00.0%Unchanged
Clear Street Markets LLC198$14.5K0.00%+120+153.8%Added
Newbridge Financial Services Group, Inc.200$14.7K0.00%−90−31.0%Reduced
Hemington Wealth Management206$15.0K0.00%+12+6.2%Added
Whittier Trust Co of Nevada Inc210$15.4K0.00%00.0%Unchanged
Harbour Investments, Inc.214$15.7K0.00%00.0%Unchanged
TSFG, LLC227$17.0K0.00%+1+0.4%Added
Westside Investment Management, Inc.238$17.4K0.00%+119+100.0%Added
Parkside Financial Bank & Trust243$17.8K0.00%−5−2.0%Reduced
Steward Partners Investment Advisory, LLC249$18.3K0.00%−45−15.3%Reduced
ORG Wealth Partners, LLC263$19.3K0.00%−931−78.0%Reduced
Leonteq Securities AG295$21.7K0.00%+11+3.9%Added
Capital Advisors, Ltd. LLC304$22.0K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC300$22.0K0.02%00.0%Unchanged
Cromwell Holdings LLC308$22.6K0.01%00.0%Unchanged
Sentry Investment Management LLC320$23.0K0.02%−91−22.1%Reduced
Wolff Wiese Magana LLC319$23.4K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC320$23.5K0.01%−276−46.3%Reduced
Bank of New Hampshire320$23.5K0.01%−91−22.1%Reduced
Onefund, LLC334$24.5K0.02%+10+3.1%Added
Trust Co of Vermont350$25.7K0.00%00.0%Unchanged
Resources Management Corp350$26.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC362$26.3K0.00%+75+26.1%Added
Rothschild Investment LLC387$28.4K0.00%+375+3,125.0%Added
Centerpoint Advisors, LLC435$32.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC444$32.6K0.00%−2−0.4%Reduced
Root Financial Partners, LLC455$33.4K0.00%+455New
Loomis Sayles & Co L P471$34.6K0.00%+8+1.7%Added
Whittier Trust Co477$35.0K0.00%−55−10.3%Reduced
Larson Financial Group LLC487$35.8K0.00%+197+67.9%Added
Federated Hermes, Inc.488$35.8K0.00%−18−3.6%Reduced
Evelyn Partners Investment Management LLP490$36.0K0.00%00.0%Unchanged