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A. O. Smith (AOS) Institutional Ownership

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$67.70 +2.14 (+3.26%)
Closing price 03:59 PM Eastern
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$67.76 +0.05 (+0.08%)
As of 05:24 PM Eastern
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Institutional Ownership Changes (13F Filings) for A. O. Smith (NYSE:AOS)

Current
Institutional Ownership
Percentage
76.10%
Number of
Institutional Buyers
(last 12 months)
411
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$1.15B
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AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025Confluence Investment Management LLC331,666$21.75M0.3%+0.3%0.233%
6/30/2025Pensionfund Sabic16,600$1.09M0.3%-10.3%0.012%
6/18/2025Voya Investment Management LLC40,683$2.66M0.0%-10.9%0.029%
6/3/2025Inspire Investing LLC18,066$1.18M0.1%+9.3%0.013%
5/21/2025Acadian Asset Management LLC6,557$428K0.0%-37.9%0.005%
5/20/2025Blue Rock Wealth Management LLC4,000$261K0.2%N/A0.003%
5/20/2025Intech Investment Management LLC35,613$2.33M0.0%-70.8%0.025%
5/20/2025Focus Partners Wealth5,235$342K0.0%-6.6%0.004%
5/20/2025Ransom Advisory Ltd740$48K0.0%N/A0.001%
5/19/2025Advisory Alpha LLC3,642$238K0.0%+5.4%0.003%
5/19/2025Bayforest Capital Ltd1,928$126K0.1%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,088,103$71.12M0.0%+62.3%0.766%
5/19/2025Optimize Financial Inc3,248$212K0.1%N/A0.002%
5/16/2025Woodline Partners LP130,275$8.52M0.1%N/A0.092%
5/16/2025Empowered Funds LLC46,122$3.02M0.0%-69.8%0.032%
5/16/2025Faithward Advisors LLC4,627$302K0.1%N/A0.003%
5/16/2025MBB Public Markets I LLC4,552$298K0.0%N/A0.003%
5/16/2025Meiji Yasuda Life Insurance Co4,382$286K0.0%N/A0.003%
5/16/2025Meiji Yasuda Asset Management Co Ltd.11,990$784K0.0%-28.7%0.008%
5/16/2025Caxton Associates LLP47,442$3.10M0.1%N/A0.033%
5/16/2025Goldman Sachs Group Inc.939,302$61.39M0.0%+19.6%0.661%
5/16/2025Jones Financial Companies Lllp2,847$186K0.0%-47.9%0.002%
5/16/2025USS Investment Management Ltd26,666$1.74M0.0%N/A0.019%
5/16/2025UniSuper Management Pty Ltd26,827$1.75M0.0%+8.1%0.019%
5/16/2025Scientech Research LLC15,150$990K0.3%N/A0.011%
5/16/2025Select Equity Group L.P.809,461$52.91M0.2%-75.8%0.570%
5/16/2025Paradoxiom Capital L.P.108,191$7.07M4.6%+42.9%0.076%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34,240$2.24M0.0%-43.8%0.024%
5/16/2025AQR Capital Management LLC296,059$19.22M0.0%-30.0%0.208%
5/16/2025Alyeska Investment Group L.P.401,018$26.21M0.1%N/A0.282%
5/16/2025Amundi1,872,658$121.24M0.0%+9.4%1.318%
5/15/2025EP Wealth Advisors LLC3,422$224K0.0%N/A0.002%
5/15/2025First Manhattan CO. LLC.3,246$212K0.0%-9.6%0.002%
5/15/2025Royal Bank of Canada306,824$20.05M0.0%-42.0%0.216%
5/15/2025Quarry LP2,834$185K0.0%-59.7%0.002%
5/15/2025Nomura Holdings Inc.22,634$1.48M0.0%-9.9%0.016%
5/15/2025SRN Advisors LLC10,205$667K0.7%-3.0%0.007%
5/15/2025Vident Advisory LLC25,686$1.68M0.0%-38.0%0.018%
5/15/2025Vermillion & White Wealth Management Group LLC395$26K0.0%N/A0.000%
5/15/2025Trexquant Investment LP96,361$6.30M0.1%N/A0.068%
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5/15/2025OMERS ADMINISTRATION Corp29,731$1.94M0.0%+32.1%0.021%
5/15/2025Earnest Partners LLC2,043,671$133.57M0.6%-0.7%1.438%
5/15/2025Eisler Capital Management Ltd.6,256$409K0.0%N/A0.004%
5/14/2025Quadcap Wealth Management LLC6,807$445K0.1%N/A0.005%
5/14/2025Rafferty Asset Management LLC8,819$576K0.0%-20.8%0.006%
5/14/2025FORA Capital LLC10,990$718K0.1%-59.5%0.008%
5/14/2025Caisse DE Depot ET Placement DU Quebec17,390$1.14M0.0%-96.7%0.012%
5/14/2025Corebridge Financial Inc.27,136$1.77M0.0%-3.8%0.019%
5/14/2025Thematics Asset Management147,000$9.61M0.5%-19.2%0.103%
5/14/2025Comerica Bank31,378$2.05M0.0%-1.0%0.022%
5/14/2025MetLife Investment Management LLC30,675$2.01M0.0%-2.7%0.022%
5/14/2025Southeast Asset Advisors LLC10,189$666K0.1%-66.2%0.007%
5/14/2025Jump Financial LLC27,228$1.78M0.0%-61.0%0.019%
5/14/2025Cadence Bank12,284$803K0.1%+12.0%0.009%
5/14/2025APG Asset Management N.V.64,900$3.93M0.0%-2.8%0.046%
5/14/2025Northwestern Mutual Wealth Management Co.4,138$270K0.0%+68.0%0.003%
5/14/2025Lionshead Wealth Management LLC9,651$631K0.7%-4.9%0.007%
5/14/2025AlphaQuest LLC3,166$207K0.0%-83.4%0.002%
5/14/20251832 Asset Management L.P.1,031,847$67.44M0.1%+11.0%0.726%
5/14/2025Norinchukin Bank The5,410$354K0.0%+12.7%0.004%
5/14/2025United Asset Strategies Inc.9,569$625K0.1%+4.0%0.007%
5/14/2025Martingale Asset Management L P3,754$245K0.0%-84.4%0.003%
5/14/2025Level Four Advisory Services LLC84,838$5.55M0.2%+30.4%0.060%
5/14/2025Credit Agricole S A40,868$2.67M0.0%+5.0%0.029%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.5,112$337K0.0%-82.7%0.004%
5/14/2025Berkshire Asset Management LLC PA385,579$26.22M1.2%N/A0.271%
5/14/2025Hsbc Holdings PLC300,146$19.61M0.0%-27.9%0.211%
5/14/2025Quantbot Technologies LP64,632$4.22M0.1%-2.4%0.045%
5/14/2025Korea Investment CORP116,208$7.60M0.0%+3.3%0.082%
5/13/2025Northern Trust Corp1,265,329$82.70M0.0%-14.2%0.890%
5/13/2025Brooklyn Investment Group1,207$79K0.0%+148.9%0.001%
5/13/2025Summit Securities Group LLC979$64K0.0%N/A0.001%
5/13/2025Foyston Gordon & Payne Inc60,703$3.97M1.0%+2.0%0.043%
5/13/2025Northwest & Ethical Investments L.P.203,377$13.29M0.4%N/A0.143%
5/13/2025Raymond James Financial Inc.104,179$6.81M0.0%+1.3%0.073%
5/13/2025Cresset Asset Management LLC207,360$13.55M0.1%+139.3%0.146%
5/13/2025State of New Jersey Common Pension Fund D38,006$2.48M0.0%-5.6%0.027%
5/13/2025American Century Companies Inc.1,348,247$88.12M0.1%+998.6%0.949%
5/13/2025Ethic Inc.7,213$473K0.0%-35.2%0.005%
5/13/2025Brandywine Global Investment Management LLC110,647$7.23M0.1%+22.6%0.078%
5/13/2025Element Capital Management LLC40,507$2.65M0.7%N/A0.029%
5/13/2025Dimensional Fund Advisors LP1,670,567$109.19M0.0%+35.6%1.176%
5/13/2025Fox Run Management L.L.C.19,933$1.30M0.2%N/A0.014%
5/13/2025Kovitz Investment Group Partners LLC5,967$390K0.0%-27.9%0.004%
5/13/2025Harfst & Associates Inc.14,439$944K0.2%-55.2%0.010%
5/13/2025Fjarde AP Fonden Fourth Swedish National Pension Fund22,652$1.48M0.0%-5.4%0.016%
5/13/2025Boston Partners99,507$6.07M0.0%N/A0.070%
5/13/2025Caitong International Asset Management Co. Ltd539$35K0.0%+161.7%0.000%
5/13/2025Gulf International Bank UK Ltd6,729$439K0.0%-30.7%0.005%
5/13/2025National Pension Service458$30K0.0%+74.8%0.000%
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5/13/2025Russell Investments Group Ltd.126,002$8.24M0.0%-19.9%0.089%
5/13/2025Prudential PLC6,570$429K0.0%-28.3%0.005%
5/13/2025Resona Asset Management Co. Ltd.64,168$4.20M0.0%+14.2%0.045%
5/13/2025HighTower Advisors LLC13,227$865K0.0%+8.2%0.009%
5/13/2025Trajan Wealth LLC3,668$240K0.0%+7.7%0.003%
5/12/2025Public Sector Pension Investment Board15,833$1.04M0.0%+7.0%0.011%
5/12/2025Todd Asset Management LLC375,365$24.53M0.6%N/A0.261%
5/12/2025Longfellow Investment Management Co. LLC4,862$318K0.1%N/A0.003%
5/12/2025Independent Advisor Alliance8,513$556K0.0%-9.0%0.006%
5/12/2025CCM Investment Group LLC11,485$754K0.1%N/A0.008%
(Data available from 1/1/2016 forward)

AOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOS shares?

During the previous two years, 690 institutional investors and hedge funds held shares of A. O. Smith. The most heavily invested institutionals were Vanguard Group Inc. ($941.46M), State Street Corp ($693.63M), BlackRock Inc. ($658.73M), Impax Asset Management Group plc ($339.12M), Invesco Ltd. ($327.55M), Geode Capital Management LLC ($251.75M), and First Trust Advisors LP ($178.59M).Learn more on A. O. Smith's institutional investors.

What percentage of A. O. Smith's stock is owned by institutional investors?

76.10% of A. O. Smith's stock is owned by institutional investors. Learn more on AOS's institutional investor holdings.

Which institutional investors have been buying A. O. Smith's stock?

Of the 567 institutional investors that purchased A. O. Smith's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($8.14M), Sarasin & Partners LLP ($2.89M), Norges Bank ($2.72M), Impax Asset Management Group plc ($2.17M), Invesco Ltd. ($1.44M), Fisher Asset Management LLC ($1.42M), and American Century Companies Inc. ($1.26M).

How much institutional buying is happening at A. O. Smith?

Institutional investors have bought a total of 26,358,541 shares in the last 24 months. This purchase volume represents approximately $1.85B in transactions.

Which of A. O. Smith's major shareholders have been selling company stock?

Of the 302 institutional investors that sold A. O. Smith's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($3.41M), Ameriprise Financial Inc. ($967.93K), Caisse DE Depot ET Placement DU Quebec ($744.02K), Mitsubishi UFJ Trust & Banking Corp ($502.72K), Vontobel Holding Ltd. ($492.32K), Federated Hermes Inc. ($434.25K), and C WorldWide Group Holding A S ($401.24K).

How much institutional selling is happening at A. O. Smith?

Institutional investors have sold a total of 16,336,349 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.



This page (NYSE:AOS) was last updated on 7/1/2025 by MarketBeat.com Staff
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