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.
| 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 2025
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 3,934 | $263.1K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,962 | $265.0K | 0.00% | −110−2.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,976 | $265.9K | 0.06% | +89+2.3% | Added |
| Blue Rock Wealth Management LLC | 4,000 | $267.5K | 0.17% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 4,011 | $268.3K | 0.04% | +4,011 | New |
| GW Henssler & Associates Ltd | 4,074 | $272.5K | 0.01% | +357+9.6% | Added |
| V-Square Quantitative Management LLC | 4,109 | $274.8K | 0.03% | +4,109 | New |
| Sage Mountain Advisors LLC | 4,136 | $276.6K | 0.01% | −2,506−37.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,151 | $277.6K | 0.00% | −2,021−32.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,154 | $277.8K | 0.00% | +3,905+1,568.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,202 | $281.0K | 0.00% | +127+3.1% | Added |
| Glenmede Trust Co NA | 4,267 | $285.4K | 0.00% | +4,267 | New |
| Childress Capital Advisors, LLC | 4,267 | $285.4K | 0.05% | +4,267 | New |
| PAX Financial Group, LLC | 4,269 | $285.5K | 0.05% | −708−14.2% | Reduced |
| We Are One Seven, LLC | 4,302 | $287.7K | 0.01% | +4,302 | New |
| Davenport & Co LLC | 4,310 | $288.3K | 0.00% | +991+29.9% | Added |
| Clearview Wealth Advisors LLC | 4,319 | $288.9K | 0.18% | −204−4.5% | Reduced |
| TCG Advisory Services, LLC | 4,349 | $290.9K | 0.01% | +744+20.6% | Added |
| Baker Avenue Asset Management, LP | 4,431 | $296.4K | 0.01% | +53+1.2% | Added |
| First Manhattan Co | 4,446 | $297.3K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,471 | $299.0K | 0.01% | −184−4.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,481 | $299.7K | 0.00% | −42−0.9% | Reduced |
| Simmons Bank | 4,500 | $301.0K | 0.02% | −2,700−37.5% | Reduced |
| Gen-Wealth Partners Inc | 4,555 | $304.7K | 0.10% | −2,496−35.4% | Reduced |
| Plus Group Wealth Advisors LLC | 4,570 | $305.6K | 0.34% | +4,570 | New |
| Everence Capital Management Inc | 4,603 | $308.0K | 0.02% | +4,603 | New |
| HB Wealth Management, LLC | 4,614 | $308.6K | 0.00% | +1,640+55.1% | Added |
| Merit Financial Group, LLC | 4,622 | $309.1K | 0.00% | +4,622 | New |
| Brown Advisory Inc | 4,641 | $310.4K | 0.00% | +4,641 | New |
| LMR Partners LLP | 4,643 | $310.5K | 0.00% | −7,353−61.3% | Reduced |
| MUFG Securities EMEA plc | 4,689 | $313.6K | 0.00% | +2,502+114.4% | Added |
| RMR Wealth Builders | 4,691 | $313.7K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 4,610 | $313.8K | 0.00% | +53+1.2% | Added |
| Ambassador Advisors, LLC | 4,711 | $315.1K | 0.05% | +23+0.5% | Added |
| Penserra Capital Management LLC | 4,766 | $318.0K | 0.00% | +382+8.7% | Added |
| GeoWealth Management, LLC | 4,841 | $323.8K | 0.01% | +1,659+52.1% | Added |
| Macquarie Group Ltd | 4,844 | $324.0K | 0.00% | +2,281+89.0% | Added |
| Longfellow Investment Management Co LLC | 4,862 | $325.2K | 0.07% | 00.0% | Unchanged |
| Foster Group, Inc. | 4,872 | $325.8K | 0.01% | −395−7.5% | Reduced |
| Cullen Capital Management LLC | 4,875 | $326.0K | 0.00% | +1,002+25.9% | Added |
| Krilogy Financial LLC | 4,619 | $328.0K | 0.01% | −803−14.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,871 | $332.8K | 0.00% | −160−3.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,978 | $332.9K | 0.06% | −169−3.3% | Reduced |
| FNY Investment Advisers, LLC | 5,000 | $334.0K | 0.10% | +5,000 | New |
| Aaron Wealth Advisors | 5,001 | $334.5K | 0.02% | −911−15.4% | Reduced |
| Kera Capital Partners, Inc. | 4,566 | $335.5K | 0.04% | +4,566 | New |
| AlphaGrep UK Ltd | 5,066 | $338.8K | 0.11% | +5,066 | New |
| Hennion & Walsh Asset Management, Inc. | 5,080 | $339.8K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,087 | $340.2K | 0.01% | −898−15.0% | Reduced |
| Omers Administration Corp | 5,110 | $341.8K | 0.00% | −11,000−68.3% | Reduced |
| Perigon Wealth Management, LLC | 5,203 | $348.0K | 0.01% | +5,203 | New |
| Greenleaf Trust | 5,231 | $349.9K | 0.00% | −301−5.4% | Reduced |
| New Mexico Educational Retirement Board | 5,250 | $351.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,259 | $351.7K | 0.00% | +6+0.1% | Added |
| KLCM Advisors, Inc. | 5,400 | $361.2K | 0.03% | +5,400 | New |
| WBI Investments | 5,505 | $368.2K | 0.10% | +5,505 | New |
| Ci Investments Inc. | 5,534 | $370.1K | 0.00% | +92+1.7% | Added |
| Maryland State Retirement & Pension System | 5,539 | $370.4K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 5,558 | $371.7K | 0.04% | +5,558 | New |
| Catalytic Wealth RIA, LLC | 5,599 | $374.5K | 0.01% | −4,409−44.1% | Reduced |
| Founders Financial Alliance, LLC | 5,607 | $375.0K | 0.07% | +155+2.8% | Added |
| Ensign Peak Advisors, Inc | 5,791 | $387.3K | 0.00% | −10,030−63.4% | Reduced |
| Louisiana State Employees Retirement System | 5,800 | $387.9K | 0.01% | −200−3.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,800 | $387.9K | 0.34% | 00.0% | Unchanged |
| Options Solutions, LLC | 6,000 | $401.3K | 0.28% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 6,002 | $401.4K | 0.28% | +6,002 | New |
| RMB Capital Management, LLC | 6,119 | $409.2K | 0.01% | +6,119 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,135 | $410.3K | 0.00% | +6,135 | New |
| Savvy Advisors, Inc. | 6,205 | $415.0K | 0.01% | +1,507+32.1% | Added |
| Swiss Life Asset Management Ltd | 6,206 | $415.1K | 0.00% | +1,030+19.9% | Added |
| Private Advisor Group, LLC | 6,215 | $415.6K | 0.00% | +3,376+118.9% | Added |
| Buckhead Capital Management LLC | 6,243 | $417.5K | 0.15% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6,281 | $420.1K | 0.00% | +899+16.7% | Added |
| Hartford Investment Management Co | 6,345 | $424.4K | 0.01% | −236−3.6% | Reduced |
| SBI Securities Co., Ltd. | 6,438 | $430.6K | 0.01% | −430−6.3% | Reduced |
| MQS Management LLC | 6,538 | $437.3K | 0.26% | +6,538 | New |
| Boothbay Fund Management, LLC | 6,573 | $439.6K | 0.01% | +6,573 | New |
| Sterling Capital Management LLC | 6,722 | $449.6K | 0.01% | −303−4.3% | Reduced |
| Dark Forest Capital Management LP | 6,768 | $452.6K | 0.02% | −85,458−92.7% | Reduced |
| MAI Capital Management | 6,812 | $455.6K | 0.00% | −160−2.3% | Reduced |
| Gradient Investments LLC | 6,840 | $457.5K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 6,840 | $457.5K | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 6,852 | $458.3K | 0.00% | +2,198+47.2% | Added |
| Carlson Financial, Inc. | 6,901 | $461.5K | 0.27% | +6,901 | New |
| Jones Financial Companies LLLP | 7,023 | $469.7K | 0.00% | +487+7.5% | Added |
| CIBC Private Wealth Group, LLC | 7,035 | $470.5K | 0.00% | −4,485−38.9% | Reduced |
| Fieldview Capital Management, LLC | 7,062 | $472.3K | 0.08% | +7,062 | New |
| Cornerstone Wealth Management, LLC | 7,089 | $474.1K | 0.02% | +240+3.5% | Added |
| Revisor Wealth Management LLC | 6,547 | $475.9K | 0.13% | −7−0.1% | Reduced |
| AdvisorShares Investments LLC | 7,138 | $477.4K | 0.08% | +551+8.4% | Added |
| Chicago Partners Investment Group LLC | 6,631 | $480.5K | 0.01% | −2,007−23.2% | Reduced |
| Graham Capital Management, L.P. | 7,203 | $481.7K | 0.02% | −23,443−76.5% | Reduced |
| Camden Capital, LLC | 7,205 | $481.9K | 0.03% | +1,051+17.1% | Added |
| Jain Global LLC | 7,323 | $489.8K | 0.00% | −37,958−83.8% | Reduced |
| Aviva PLC | 7,345 | $491.2K | 0.00% | −4,751−39.3% | Reduced |
| Quadcap Wealth Management, LLC | 7,348 | $491.4K | 0.06% | −20−0.3% | Reduced |
| denkapparat Operations GmbH | 7,498 | $501.5K | 0.27% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7,567 | $506.1K | 0.06% | +7,567 | New |
| Burns Matteson Capital Management, LLC | 7,692 | $514.4K | 0.21% | +7,692 | New |
| iA Global Asset Management Inc. | 7,788 | $521.0K | 0.01% | −80−1.0% | Reduced |