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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, Q1 2026

Institutional positions in Smith A O Corp as of Mar 31, 2026. 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
636
+2 vs. Q4 2025
Shares held
117.8M
+17.1M (+17.0%) vs. Q4 2025
Total value
$7.76B
+$1.02B (+15.2%) vs. Q4 2025
New holders
85
231 more added
Sold out
83
235 more reduced

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 636 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 2026: $7.76B
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 2026

Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2025.

Institutions holding AOS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Quaker Wealth Management, LLC1$660.00%−3−75.0%Reduced
Napier Financial, LLC1$660.00%+1New
3 Factor Indexing, LLC1$660.00%+1New
Seneschal Advisors, LLC2$1320.00%00.0%Unchanged
MidFirst Bank2$1320.00%+2New
SOA Wealth Advisors, LLC.2$1430.00%00.0%Unchanged
Rakuten Securities, Inc.3$1980.00%−2,097−99.9%Reduced
Activest Wealth Management3$1980.00%−7−70.0%Reduced
Atlantic Union Bankshares Corp3$1980.00%+3New
Cassaday & Co Wealth Management LLC4$2640.00%+4New
Rossby Financial, LCC5$3250.00%00.0%Unchanged
Curio Wealth, LLC5$3300.00%00.0%Unchanged
Valued Wealth Advisors LLC5$3370.00%+1+25.0%Added
TopTier Wealth Management, LLC6$3960.00%+6New
Dunhill Financial, LLC6$4510.00%−1−14.3%Reduced
Bruce G. Allen Investments, LLC7$4620.00%00.0%Unchanged
TFC Financial Management7$4640.00%00.0%Unchanged
HFM Investment Advisors, LLC8$5280.00%00.0%Unchanged
Cornerstone Financial Management LLC8$5280.00%00.0%Unchanged
Vermillion Wealth Management, Inc.8$5280.00%+8New
Caitong International Asset Management Co., Ltd8$5280.00%+8New
Ares Financial Consulting, LLC11$7160.00%00.0%Unchanged
Rialto Wealth Management, LLC12$7920.00%+3+33.3%Added
Synergy Investment Management, LLC13$8580.00%+13New
Raffa Wealth Management, LLC15$9890.00%00.0%Unchanged
SHP Wealth Management15$9890.00%+7+87.5%Added
Y.D. More Investments Ltd4,770$9940.00%−98−2.0%Reduced
Avion Wealth16$1.00K0.00%+8+100.0%Added
Bay Harbor Wealth Management, LLC18$1.19K0.00%+8+80.0%Added
Clear Street Markets LLC18$1.19K0.00%−150−89.3%Reduced
Principia Wealth Advisory, LLC18$1.19K0.00%−6−25.0%Reduced
AdvisorNet Financial, Inc18$1.19K0.00%+5+38.5%Added
Golden State Equity Partners20$1.35K0.00%+20New
Spire Wealth Management22$1.45K0.00%−12−35.3%Reduced
Highline Wealth Partners LLC22$1.45K0.00%+22New
DiNuzzo Private Wealth, Inc.23$1.52K0.00%00.0%Unchanged
Investors Research Corp24$1.58K0.00%+24New
Torren Management, LLC28$1.85K0.00%−435−94.0%Reduced
Estabrook Capital Management30$1.98K0.00%+30New
GW&K Investment Management, LLC32$2.00K0.00%−13−28.9%Reduced
ZRC Wealth Management, LLC35$2.31K0.00%−92−72.4%Reduced
Rational Advisors LLC37$2.44K0.00%00.0%Unchanged
Whipplewood Advisors, LLC37$2.44K0.00%+37New
UMA Financial Services, Inc.43$2.84K0.00%+23+115.0%Added
ORG Wealth Partners, LLC44$2.90K0.00%−214−82.9%Reduced
Keating Financial Advisory Services, Inc.46$3.03K0.00%−17−27.0%Reduced
Owl Creek Wealth Partners LLC46$3.03K0.00%+46New
Innovative Asset Advisors Group, LLC47$3.10K0.00%+47New
Transamerica Financial Advisors, Inc.47$3.11K0.00%+6+14.6%Added
Basecamp Wealth Advisors LLC48$3.17K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC49$3.23K0.00%+49New
Bogart Wealth, LLC52$3.43K0.00%+3+6.1%Added
Bartlett & Co. Wealth Management LLC61$3.61K0.00%+45+281.3%Added
Colonial Trust Co56$3.66K0.00%00.0%Unchanged
Atlantic Trust, LLC57$3.76K0.00%+47+470.0%Added
United Financial Planning Group LLC57$3.76K0.00%+57New
PFS Partners, LLC58$3.81K0.00%00.0%Unchanged
Altshuler Shaham Ltd58$3.83K0.00%−3−4.9%Reduced
Aspect Partners, LLC65$4.31K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.66$4.35K0.00%00.0%Unchanged
Kilter Group LLC68$4.48K0.00%+68New
JPL Wealth Management, LLC71$4.68K0.00%+71New
Annis Gardner Whiting Capital Advisors, LLC77$5.08K0.00%+65+541.7%Added
Grove Bank & Trust79$5.21K0.00%00.0%Unchanged
Bell Investment Advisors, Inc81$5.34K0.00%00.0%Unchanged
MV Capital Management, Inc.83$5.47K0.00%−1−1.2%Reduced
Farmers & Merchants Investments Inc86$5.67K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC90$5.93K0.00%−80−47.1%Reduced
J.Safra Asset Management Corp92$6.07K0.00%00.0%Unchanged
Fortitude Family Office, LLC96$6.33K0.00%+41+74.5%Added
Manchester Capital Management LLC99$6.53K0.00%00.0%Unchanged
NBC Securities, Inc.100$6.59K0.00%00.0%Unchanged
Financial Management Professionals, Inc.102$6.73K0.00%00.0%Unchanged
Los Angeles Capital Management LLC126$8.31K0.00%−406−76.3%Reduced
CVA Family Office, LLC128$8.44K0.00%+33+34.7%Added
Zions Bancorporation, National Association135$8.90K0.00%+99+275.0%Added
True Link Financial Advisors, LLC135$8.90K0.00%+135New
Key Financial Inc143$9.43K0.00%00.0%Unchanged
Anchor Investment Management, LLC160$10.6K0.00%00.0%Unchanged
Hickory Point Bank & Trust160$10.6K0.01%+160New
DT Investment Partners, LLC164$10.8K0.00%00.0%Unchanged
LRI Investments, LLC177$11.7K0.00%00.0%Unchanged
Salomon & Ludwin, LLC182$11.7K0.00%00.0%Unchanged
Anfield Capital Management, LLC202$13.3K0.00%+202New
Whittier Trust Co of Nevada Inc210$13.6K0.00%00.0%Unchanged
TSFG, LLC230$15.0K0.00%+1+0.4%Added
Westside Investment Management, Inc.238$15.3K0.00%00.0%Unchanged
Harbour Investments, Inc.236$15.6K0.00%+24+11.3%Added
CoreCap Advisors, LLC286$18.9K0.00%−16−5.3%Reduced
Rothschild Investment LLC290$19.1K0.00%−204−41.3%Reduced
Financial Network Wealth Advisors LLC300$19.8K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC304$20.0K0.00%00.0%Unchanged
Cromwell Holdings LLC308$20.3K0.01%00.0%Unchanged
Onefund, LLC312$20.3K0.01%−42−11.9%Reduced
Wolff Wiese Magana LLC319$21.0K0.01%00.0%Unchanged
Bank of New Hampshire320$21.1K0.00%00.0%Unchanged
Loomis Sayles & Co L P326$21.5K0.00%−128−28.2%Reduced
Clearstead Advisors, LLC333$22.0K0.00%−501−60.1%Reduced
Leonteq Securities AG337$22.2K0.00%+15+4.7%Added
Resources Management Corp350$23.0K0.00%00.0%Unchanged