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.
| 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 2026
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1,719 | $114.0K | 0.08% | −550−24.2% | Reduced |
| Smithfield Trust Co | 1,570 | $103.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,579 | $102.8K | 0.00% | −49−3.0% | Reduced |
| Arlington Trust Co LLC | 1,507 | $99.4K | 0.01% | +7+0.5% | Added |
| Mather Group, LLC. | 1,476 | $97.3K | 0.00% | −209,173−99.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,420 | $93.6K | 0.00% | −128−8.3% | Reduced |
| Private Trust Co NA | 1,293 | $85.3K | 0.01% | +28+2.2% | Added |
| Umb Bank N A | 1,216 | $80.2K | 0.00% | −80−6.2% | Reduced |
| First Command Advisory Services, Inc. | 1,208 | $79.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,194 | $78.7K | 0.00% | −753−38.7% | Reduced |
| Ancora Advisors, LLC | 1,176 | $77.5K | 0.00% | +143+13.8% | Added |
| Creative Financial Designs Inc | 1,176 | $77.5K | 0.00% | +782+198.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,137 | $75.0K | 0.03% | −84−6.9% | Reduced |
| Tema ETFs LLC | 1,120 | $73.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,118 | $73.7K | 0.00% | −297−21.0% | Reduced |
| Larson Financial Group LLC | 1,001 | $66.0K | 0.00% | +359+55.9% | Added |
| Addison Advisors LLC | 993 | $65.5K | 0.01% | −86−8.0% | Reduced |
| Employees Retirement System of Texas | 978 | $64.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 920 | $60.7K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 726 | $47.8K | 0.02% | −94−11.5% | Reduced |
| Truvestments Capital LLC | 636 | $42.0K | 0.01% | +3+0.5% | Added |
| Quent Capital, LLC | 612 | $40.3K | 0.00% | −71−10.4% | Reduced |
| Essential Partners LLC | 590 | $38.9K | 0.01% | −699−54.2% | Reduced |
| True Wealth Design, LLC | 546 | $36.0K | 0.01% | −122−18.3% | Reduced |
| Whittier Trust Co | 477 | $30.9K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 449 | $29.6K | 0.03% | −204−31.2% | Reduced |
| SJS Investment Consulting Inc. | 440 | $29.0K | 0.00% | −343−43.8% | Reduced |
| Centerpoint Advisors, LLC | 435 | $29.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 427 | $28.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 413 | $27.2K | 0.00% | +63+18.0% | Added |
| Root Financial Partners, LLC | 397 | $26.2K | 0.00% | −84−17.5% | Reduced |
| Banque Cantonale Vaudoise | 389 | $26.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 371 | $24.5K | 0.00% | −57−13.3% | Reduced |
| Vega Investment Solutions | 371 | $24.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 369 | $24.3K | 0.00% | +28+8.2% | Added |
| Groesbeck Investment Management Corp | 360 | $24.0K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 337 | $22.2K | 0.00% | +15+4.7% | Added |
| Clearstead Advisors, LLC | 333 | $22.0K | 0.00% | −501−60.1% | Reduced |
| Loomis Sayles & Co L P | 326 | $21.5K | 0.00% | −128−28.2% | Reduced |
| Bank of New Hampshire | 320 | $21.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 319 | $21.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 312 | $20.3K | 0.01% | −42−11.9% | Reduced |
| Cromwell Holdings LLC | 308 | $20.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $19.8K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 290 | $19.1K | 0.00% | −204−41.3% | Reduced |
| CoreCap Advisors, LLC | 286 | $18.9K | 0.00% | −16−5.3% | Reduced |
| Harbour Investments, Inc. | 236 | $15.6K | 0.00% | +24+11.3% | Added |
| Westside Investment Management, Inc. | 238 | $15.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 230 | $15.0K | 0.00% | +1+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 210 | $13.6K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 202 | $13.3K | 0.00% | +202 | New |
| Salomon & Ludwin, LLC | 182 | $11.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 177 | $11.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 164 | $10.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 160 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 160 | $10.6K | 0.01% | +160 | New |
| Key Financial Inc | 143 | $9.43K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 135 | $8.90K | 0.00% | +99+275.0% | Added |
| True Link Financial Advisors, LLC | 135 | $8.90K | 0.00% | +135 | New |
| CVA Family Office, LLC | 128 | $8.44K | 0.00% | +33+34.7% | Added |
| Los Angeles Capital Management LLC | 126 | $8.31K | 0.00% | −406−76.3% | Reduced |
| Financial Management Professionals, Inc. | 102 | $6.73K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $6.59K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 99 | $6.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 96 | $6.33K | 0.00% | +41+74.5% | Added |
| J.Safra Asset Management Corp | 92 | $6.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $5.93K | 0.00% | −80−47.1% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $5.67K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $5.47K | 0.00% | −1−1.2% | Reduced |
| Bell Investment Advisors, Inc | 81 | $5.34K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 79 | $5.21K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $5.08K | 0.00% | +65+541.7% | Added |
| JPL Wealth Management, LLC | 71 | $4.68K | 0.00% | +71 | New |
| Kilter Group LLC | 68 | $4.48K | 0.00% | +68 | New |
| MJT & Associates Financial Advisory Group, Inc. | 66 | $4.35K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 65 | $4.31K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 58 | $3.83K | 0.00% | −3−4.9% | Reduced |
| PFS Partners, LLC | 58 | $3.81K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 57 | $3.76K | 0.00% | +47+470.0% | Added |
| United Financial Planning Group LLC | 57 | $3.76K | 0.00% | +57 | New |
| Colonial Trust Co | 56 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 61 | $3.61K | 0.00% | +45+281.3% | Added |
| Bogart Wealth, LLC | 52 | $3.43K | 0.00% | +3+6.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 49 | $3.23K | 0.00% | +49 | New |
| Basecamp Wealth Advisors LLC | 48 | $3.17K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $3.11K | 0.00% | +6+14.6% | Added |
| Innovative Asset Advisors Group, LLC | 47 | $3.10K | 0.00% | +47 | New |
| Owl Creek Wealth Partners LLC | 46 | $3.03K | 0.00% | +46 | New |
| Keating Financial Advisory Services, Inc. | 46 | $3.03K | 0.00% | −17−27.0% | Reduced |
| ORG Wealth Partners, LLC | 44 | $2.90K | 0.00% | −214−82.9% | Reduced |
| UMA Financial Services, Inc. | 43 | $2.84K | 0.00% | +23+115.0% | Added |
| Rational Advisors LLC | 37 | $2.44K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 37 | $2.44K | 0.00% | +37 | New |
| ZRC Wealth Management, LLC | 35 | $2.31K | 0.00% | −92−72.4% | Reduced |
| GW&K Investment Management, LLC | 32 | $2.00K | 0.00% | −13−28.9% | Reduced |
| Estabrook Capital Management | 30 | $1.98K | 0.00% | +30 | New |
| Torren Management, LLC | 28 | $1.85K | 0.00% | −435−94.0% | Reduced |
| Investors Research Corp | 24 | $1.58K | 0.00% | +24 | New |