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, Q2 2026
Institutional positions in Smith A O Corp as of Jun 30, 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
- 615
- −16 vs. Q1 2026
- Shares held
- 126.0M
- +8.38M (+7.1%) vs. Q1 2026
- Total value
- $7.90B
- +$149.5M (+1.9%) vs. Q1 2026
- New holders
- 77
- 239 more added
- Sold out
- 93
- 229 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Smith A O Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 771 | $48.4K | 0.00% | −347−31.0% | Reduced |
| Ameriflex Group, Inc. | 762 | $47.8K | 0.02% | +36+5.0% | Added |
| True Wealth Design, LLC | 734 | $46.0K | 0.01% | +188+34.4% | Added |
| Addison Advisors LLC | 681 | $42.7K | 0.02% | −312−31.4% | Reduced |
| SJS Investment Consulting Inc. | 646 | $40.5K | 0.00% | +206+46.8% | Added |
| Parkside Financial Bank & Trust | 643 | $40.3K | 0.00% | +274+74.3% | Added |
| Clearstead Advisors, LLC | 641 | $40.2K | 0.00% | +308+92.5% | Added |
| Cary Street Partners Financial LLC | 585 | $36.7K | 0.00% | +172+41.6% | Added |
| Advisors Asset Management, Inc. | 538 | $33.7K | 0.00% | +538 | New |
| Whittier Trust Co | 477 | $29.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 474 | $29.7K | 0.00% | +474 | New |
| Centerpoint Advisors, LLC | 435 | $27.0K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 394 | $24.7K | 0.01% | +394 | New |
| Atlantic Trust, LLC | 392 | $24.6K | 0.00% | +335+587.7% | Added |
| Quent Capital, LLC | 387 | $24.2K | 0.00% | −225−36.8% | Reduced |
| Allied Private Wealth LLC | 363 | $21.6K | 0.01% | +363 | New |
| Index Technologies Group LLC | 340 | $21.3K | 0.02% | +340 | New |
| Bank of New Hampshire | 320 | $20.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 319 | $20.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 312 | $20.0K | 0.00% | −77−19.8% | Reduced |
| Onefund, LLC | 307 | $19.3K | 0.01% | −5−1.6% | Reduced |
| Capital Advisors, Ltd. LLC | 304 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $18.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 276 | $17.3K | 0.00% | +40+16.9% | Added |
| CVA Family Office, LLC | 270 | $16.9K | 0.00% | +142+110.9% | Added |
| Westfuller Advisors, LLC | 268 | $16.8K | 0.01% | +268 | New |
| Wealth Enhancement Trust Services, Inc. | 252 | $15.8K | 0.00% | −175−41.0% | Reduced |
| Westside Investment Management, Inc. | 238 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 228 | $14.3K | 0.01% | −80−26.0% | Reduced |
| Rothschild Investment LLC | 220 | $13.8K | 0.00% | −70−24.1% | Reduced |
| ZRC Wealth Management, LLC | 205 | $12.9K | 0.00% | +170+485.7% | Added |
| CoreCap Advisors, LLC | 190 | $11.9K | 0.00% | −96−33.6% | Reduced |
| LRI Investments, LLC | 186 | $11.7K | 0.00% | +9+5.1% | Added |
| Highline Wealth Partners LLC | 178 | $11.2K | 0.00% | +156+709.1% | Added |
| TD Private Client Wealth LLC | 172 | $10.8K | 0.00% | −199−53.6% | Reduced |
| Anchor Investment Management, LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 160 | $10.0K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 148 | $9.13K | 0.00% | +148 | New |
| Security National Bank of So Dak | 145 | $9.09K | 0.00% | +145 | New |
| Key Financial Inc | 143 | $8.97K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 137 | $8.61K | 0.00% | +72+110.8% | Added |
| Action Point Financial Planning, LLC | 133 | $8.16K | 0.00% | +133 | New |
| Los Angeles Capital Management LLC | 126 | $7.90K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 118 | $7.40K | 0.00% | +115+3,833.3% | Added |
| Silver Grove Financial Group, Inc. | 116 | $7.28K | 0.00% | +116 | New |
| NBC Securities, Inc. | 100 | $6.27K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 99 | $6.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 97 | $6.08K | 0.00% | +7+7.8% | Added |
| Park Place Capital Corp | 90 | $5.64K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 86 | $5.39K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $5.14K | 0.00% | −1−1.2% | Reduced |
| Grove Bank & Trust | 79 | $4.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 79 | $4.90K | 0.00% | +23+41.1% | Added |
| Ancora Advisors, LLC | 76 | $4.77K | 0.00% | −1,100−93.5% | Reduced |
| Fortitude Family Office, LLC | 76 | $4.77K | 0.00% | −20−20.8% | Reduced |
| Altshuler Shaham Ltd | 75 | $4.70K | 0.00% | +17+29.3% | Added |
| Financial Management Professionals, Inc. | 74 | $4.64K | 0.00% | −28−27.5% | Reduced |
| Old Point Trust & Financial Services N A | 68 | $4.26K | 0.00% | +68 | New |
| Leonteq Securities AG | 67 | $4.20K | 0.00% | −270−80.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 67 | $4.20K | 0.00% | +20+42.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 66 | $4.14K | 0.00% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 60 | $4.00K | 0.01% | −300−83.3% | Reduced |
| PFS Partners, LLC | 58 | $3.65K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 57 | $3.58K | 0.00% | +9+18.8% | Added |
| Rational Advisors LLC | 55 | $3.45K | 0.00% | +18+48.6% | Added |
| Bogart Wealth, LLC | 49 | $3.07K | 0.00% | −3−5.8% | Reduced |
| Owl Creek Wealth Partners LLC | 46 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $2.51K | 0.00% | +40 | New |
| Zions Bancorporation, National Association | 39 | $2.45K | 0.00% | −96−71.1% | Reduced |
| Clear Street Markets LLC | 37 | $2.32K | 0.00% | +19+105.6% | Added |
| Pinnacle Bancorp, Inc. | 37 | $2.32K | 0.00% | +37 | New |
| Asset Dedication, LLC | 36 | $2.26K | 0.00% | +36 | New |
| Creative Capital Management Investments LLC | 36 | $2.26K | 0.00% | +36 | New |
| Rossby Financial, LCC | 33 | $2.07K | 0.00% | +28+560.0% | Added |
| Kilter Group LLC | 31 | $1.95K | 0.00% | −37−54.4% | Reduced |
| Torren Management, LLC | 28 | $1.76K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 27 | $1.69K | 0.00% | +19+237.5% | Added |
| UMA Financial Services, Inc. | 25 | $1.57K | 0.00% | −18−41.9% | Reduced |
| Investors Research Corp | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $1.50K | 0.00% | +6+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $1.44K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $1.19K | 0.00% | −18−48.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 18 | $1.13K | 0.00% | −28−60.9% | Reduced |
| AdvisorNet Financial, Inc | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 17 | $1.09K | 0.00% | +2+13.3% | Added |
| HFM Investment Advisors, LLC | 17 | $1.07K | 0.00% | +9+112.5% | Added |
| Raffa Wealth Management, LLC | 17 | $1.07K | 0.00% | +2+13.3% | Added |
| Y.D. More Investments Ltd | 5,022 | $1.06K | 0.00% | +252+5.3% | Added |
| Rialto Wealth Management, LLC | 16 | $1.00K | 0.00% | +4+33.3% | Added |
| GW&K Investment Management, LLC | 18 | $1.00K | 0.00% | −14−43.8% | Reduced |
| Avion Wealth | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Bartlett & Co. Wealth Management LLC | 11 | $690 | 0.00% | −50−82.0% | Reduced |
| Ares Financial Consulting, LLC | 11 | $690 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $628 | 0.00% | −71−87.7% | Reduced |
| Spire Wealth Management | 10 | $615 | 0.00% | −12−54.5% | Reduced |
| Cornerstone Financial Management LLC | 9 | $564 | 0.00% | +1+12.5% | Added |
| TFC Financial Management | 7 | $442 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $376 | 0.00% | −12−66.7% | Reduced |
| Tidemark, LLC | 6 | $376 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $376 | 0.00% | +6 | New |