Skip to main content
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, Q4 2025

Institutional positions in Smith A O Corp as of Dec 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
647
+32 vs. Q3 2025
Shares held
117.5M
+11.3M (+10.7%) vs. Q3 2025
Total value
$7.86B
+$74.9M (+1.0%) vs. Q3 2025
New holders
93
241 more added
Sold out
61
225 more reduced

16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 647 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 heldQ4 2025: $7.86B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2025.

Institutions holding AOS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth8$00.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$1340.00%00.0%Unchanged
Seneschal Advisors, LLC2$1340.00%00.0%Unchanged
Cornerstone Planning Group LLC2$1390.00%+2New
SOA Wealth Advisors, LLC.2$1440.00%00.0%Unchanged
Quaker Wealth Management, LLC4$2680.00%+1+33.3%Added
Valued Wealth Advisors LLC4$2740.00%00.0%Unchanged
Rossby Financial, LCC5$3340.00%+5New
Curio Wealth, LLC5$3400.00%+5New
Dunhill Financial, LLC7$4480.00%+5+250.0%Added
Bruce G. Allen Investments, LLC7$4680.00%00.0%Unchanged
TFC Financial Management7$4710.00%00.0%Unchanged
SHP Wealth Management8$5350.00%+8New
Optima Capital LLC8$5350.00%+8New
Cornerstone Financial Management LLC8$5350.00%+8New
HFM Investment Advisors, LLC8$5360.00%00.0%Unchanged
Rialto Wealth Management, LLC9$6020.00%+2+28.6%Added
Bay Harbor Wealth Management, LLC10$6680.00%+3+42.9%Added
Atlantic Trust, LLC10$6690.00%−56−84.8%Reduced
Activest Wealth Management10$6690.00%−27−73.0%Reduced
Ares Financial Consulting, LLC11$7360.00%+11New
Annis Gardner Whiting Capital Advisors, LLC12$8030.00%00.0%Unchanged
Elyxium Wealth, LLC12$8030.00%+12New
AdvisorNet Financial, Inc13$8690.00%00.0%Unchanged
Raffa Wealth Management, LLC15$1.00K0.00%00.0%Unchanged
Y.D. More Investments Ltd4,868$1.02K0.00%+4,868New
Bartlett & Co. Wealth Management LLC16$1.07K0.00%+14+700.0%Added
UMA Financial Services, Inc.20$1.34K0.00%−12−37.5%Reduced
DiNuzzo Private Wealth, Inc.23$1.54K0.00%+1+4.5%Added
Principia Wealth Advisory, LLC24$1.60K0.00%+12+100.0%Added
Private Wealth Management Group, LLC25$1.67K0.00%00.0%Unchanged
Howard Hughes Medical Institute25$1.67K0.00%00.0%Unchanged
Wealth Watch Advisors, INC26$1.74K0.00%+16+160.0%Added
Spire Wealth Management34$2.27K0.00%+11+47.8%Added
Zions Bancorporation, National Association36$2.41K0.00%−9−20.0%Reduced
Rational Advisors LLC37$2.48K0.00%−5−11.9%Reduced
Transamerica Financial Advisors, Inc.41$2.75K0.00%−18−30.5%Reduced
GW&K Investment Management, LLC45$3.00K0.00%+22+95.7%Added
Basecamp Wealth Advisors LLC48$3.21K0.00%+48New
Bogart Wealth, LLC49$3.28K0.00%00.0%Unchanged
Fortitude Family Office, LLC55$3.68K0.00%−73−57.0%Reduced
Colonial Trust Co56$3.71K0.00%+46+460.0%Added
PFS Partners, LLC58$3.85K0.00%+1+1.8%Added
Altshuler Shaham Ltd61$4.08K0.00%+2+3.4%Added
Keating Financial Advisory Services, Inc.63$4.21K0.00%+63New
Aspect Partners, LLC65$4.37K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.66$4.42K0.00%00.0%Unchanged
Bravera Wealth70$4.68K0.00%+70New
Luken Investment Analytics, LLC74$4.95K0.00%+74New
ORG Partners LLC76$5.08K0.00%−18−19.1%Reduced
Grove Bank & Trust79$5.28K0.00%00.0%Unchanged
Bell Investment Advisors, Inc81$5.42K0.00%−9−10.0%Reduced
MV Capital Management, Inc.84$5.62K0.00%−1−1.2%Reduced
Farmers & Merchants Investments Inc86$5.75K0.00%00.0%Unchanged
J.Safra Asset Management Corp92$6.15K0.00%+92New
CVA Family Office, LLC95$6.35K0.00%00.0%Unchanged
Clark Wealth Partners95$6.35K0.00%00.0%Unchanged
Manchester Capital Management LLC99$6.62K0.00%−4,174−97.7%Reduced
NBC Securities, Inc.100$6.69K0.00%00.0%Unchanged
Financial Management Professionals, Inc.102$6.82K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac103$7.06K0.00%+103New
SageView Advisory Group, LLC115$7.69K0.00%+115New
ZRC Wealth Management, LLC127$8.49K0.00%+106+504.8%Added
Harbor Investment Advisory, LLC142$9.50K0.00%00.0%Unchanged
Key Financial Inc143$9.56K0.00%00.0%Unchanged
DV Equities, LLC158$10.6K0.00%+158New
Anchor Investment Management, LLC160$10.7K0.00%00.0%Unchanged
DT Investment Partners, LLC164$11.0K0.00%00.0%Unchanged
Clear Street Markets LLC168$11.2K0.00%−30−15.2%Reduced
JFS Wealth Advisors, LLC170$11.4K0.00%+28+19.7%Added
LRI Investments, LLC177$11.8K0.00%00.0%Unchanged
Salomon & Ludwin, LLC182$12.5K0.00%+182New
Flagship Harbor Advisors, LLC193$12.9K0.00%+193New
Newbridge Financial Services Group, Inc.200$13.4K0.00%00.0%Unchanged
Harbour Investments, Inc.212$14.2K0.00%−2−0.9%Reduced
Whittier Trust Co of Nevada Inc210$14.4K0.00%00.0%Unchanged
Johnson Financial Group, Inc.216$14.4K0.00%−566−72.4%Reduced
TSFG, LLC229$15.0K0.00%+2+0.9%Added
Westside Investment Management, Inc.238$16.3K0.00%00.0%Unchanged
ORG Wealth Partners, LLC258$17.3K0.00%−5−1.9%Reduced
IAG Wealth Partners, LLC261$17.5K0.00%+261New
Capital Advisors, Ltd. LLC304$20.0K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC300$20.1K0.02%00.0%Unchanged
CoreCap Advisors, LLC302$20.2K0.00%+150+98.7%Added
Cromwell Holdings LLC308$20.6K0.01%00.0%Unchanged
Sentry Investment Management LLC320$21.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC319$21.3K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC320$21.4K0.01%00.0%Unchanged
Bank of New Hampshire320$21.4K0.00%00.0%Unchanged
Leonteq Securities AG322$21.5K0.00%+27+9.2%Added
Parkside Financial Bank & Trust341$22.8K0.00%+98+40.3%Added
Resources Management Corp350$23.0K0.00%00.0%Unchanged
Cary Street Partners Financial LLC350$23.4K0.00%−154−30.6%Reduced
Trust Co of Vermont350$23.4K0.00%00.0%Unchanged
Onefund, LLC354$23.7K0.01%+20+6.0%Added
Groesbeck Investment Management Corp360$24.0K0.05%+360New
Vega Investment Solutions371$24.8K0.00%+371New
Banque Cantonale Vaudoise389$26.0K0.00%−1,333−77.4%Reduced
Creative Financial Designs Inc394$26.4K0.00%+383+3,481.8%Added
Wealth Enhancement Trust Services, Inc.427$28.6K0.00%+427New