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A. O. Smith (AOS) Institutional Ownership

A. O. Smith logo
$69.58 -0.93 (-1.32%)
As of 05/20/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for A. O. Smith (NYSE:AOS)

Current
Institutional Ownership
Percentage
76.10%
Number of
Institutional Buyers
(last 12 months)
415
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
303
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
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%
5/20/2025 Focus Partners Wealth5,235$342K0.0%-6.6%0.004%
5/20/2025Ransom Advisory Ltd740$48K0.0%N/A0.001%
5/19/2025 Advisory Alpha LLC3,642$238K0.0%+5.4%0.003%
5/19/2025 Bayforest Capital Ltd1,928$126K0.1%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,088,103$71.12M0.0%+62.3%0.766%
5/19/2025 Optimize Financial Inc3,248$212K0.1%N/A0.002%
5/16/2025 Woodline Partners LP130,275$8.52M0.1%N/A0.092%
5/16/2025 Empowered Funds LLC46,122$3.02M0.0%-69.8%0.032%
5/16/2025 Faithward Advisors LLC4,627$302K0.1%N/A0.003%
5/16/2025 MBB Public Markets I LLC4,552$298K0.0%N/A0.003%
5/16/2025 Meiji Yasuda Life Insurance Co4,382$286K0.0%N/A0.003%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.11,990$784K0.0%-28.7%0.008%
5/16/2025 Caxton Associates LLP47,442$3.10M0.1%N/A0.033%
5/16/2025 Goldman Sachs Group Inc.939,302$61.39M0.0%+19.6%0.661%
5/16/2025 Jones Financial Companies Lllp2,847$186K0.0%-47.9%0.002%
5/16/2025 USS Investment Management Ltd26,666$1.74M0.0%N/A0.019%
5/16/2025 UniSuper Management Pty Ltd26,827$1.75M0.0%+8.1%0.019%
5/16/2025 Scientech Research LLC15,150$990K0.3%N/A0.011%
5/16/2025 Select Equity Group L.P.809,461$52.91M0.2%-75.8%0.570%
5/16/2025 Paradoxiom Capital L.P.108,191$7.07M4.6%+42.9%0.076%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34,240$2.24M0.0%-43.8%0.024%
5/16/2025 AQR Capital Management LLC296,059$19.22M0.0%-30.0%0.208%
5/16/2025 Alyeska Investment Group L.P.401,018$26.21M0.1%N/A0.282%
5/16/2025 Amundi1,872,658$121.24M0.0%+9.4%1.318%
5/15/2025 EP Wealth Advisors LLC3,422$224K0.0%N/A0.002%
5/15/2025 First Manhattan CO. LLC.3,246$212K0.0%-9.6%0.002%
5/15/2025 Royal Bank of Canada306,824$20.05M0.0%-42.0%0.216%
5/15/2025 Quarry LP2,834$185K0.0%-59.7%0.002%
5/15/2025 Nomura Holdings Inc.22,634$1.48M0.0%-9.9%0.016%
5/15/2025 SRN Advisors LLC10,205$667K0.7%-3.0%0.007%
5/15/2025 Vident Advisory LLC25,686$1.68M0.0%-38.0%0.018%
5/15/2025 Vermillion & White Wealth Management Group LLC395$26K0.0%N/A0.000%
5/15/2025 Trexquant Investment LP96,361$6.30M0.1%N/A0.068%
5/15/2025 OMERS ADMINISTRATION Corp29,731$1.94M0.0%+32.1%0.021%
5/15/2025 Earnest Partners LLC2,043,671$133.57M0.6%-0.7%1.438%
5/15/2025 Eisler Capital Management Ltd.6,256$409K0.0%N/A0.004%
5/14/2025 Quadcap Wealth Management LLC6,807$445K0.1%N/A0.005%
5/14/2025 Rafferty Asset Management LLC8,819$576K0.0%-20.8%0.006%
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5/14/2025 FORA Capital LLC10,990$718K0.1%-59.5%0.008%
5/14/2025 Caisse DE Depot ET Placement DU Quebec17,390$1.14M0.0%-96.7%0.012%
5/14/2025 Corebridge Financial Inc.27,136$1.77M0.0%-3.8%0.019%
5/14/2025 Thematics Asset Management147,000$9.61M0.5%-19.2%0.103%
5/14/2025 Comerica Bank31,378$2.05M0.0%-1.0%0.022%
5/14/2025 MetLife Investment Management LLC30,675$2.01M0.0%-2.7%0.022%
5/14/2025 Southeast Asset Advisors LLC10,189$666K0.1%-66.2%0.007%
5/14/2025 Jump Financial LLC27,228$1.78M0.0%-61.0%0.019%
5/14/2025 Cadence Bank12,284$803K0.1%+12.0%0.009%
5/14/2025 APG Asset Management N.V.64,900$3.93M0.0%-2.8%0.046%
5/14/2025 Northwestern Mutual Wealth Management Co.4,138$270K0.0%+68.0%0.003%
5/14/2025 Lionshead Wealth Management LLC9,651$631K0.7%-4.9%0.007%
5/14/2025 AlphaQuest LLC3,166$207K0.0%-83.4%0.002%
5/14/2025 1832 Asset Management L.P.1,031,847$67.44M0.1%+11.0%0.726%
5/14/2025 Norinchukin Bank The5,410$354K0.0%+12.7%0.004%
5/14/2025 United Asset Strategies Inc.9,569$625K0.1%+4.0%0.007%
5/14/2025 Martingale Asset Management L P3,754$245K0.0%-84.4%0.003%
5/14/2025 Level Four Advisory Services LLC84,838$5.55M0.2%+30.4%0.060%
5/14/2025 Credit Agricole S A40,868$2.67M0.0%+5.0%0.029%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.5,112$337K0.0%-82.7%0.004%
5/14/2025 Berkshire Asset Management LLC PA385,579$26.22M1.2%N/A0.271%
5/14/2025 Hsbc Holdings PLC300,146$19.61M0.0%-27.9%0.211%
5/14/2025 Quantbot Technologies LP64,632$4.22M0.1%-2.4%0.045%
5/14/2025 Korea Investment CORP116,208$7.60M0.0%+3.3%0.082%
5/13/2025 Northern Trust Corp1,265,329$82.70M0.0%-14.2%0.890%
5/13/2025 Brooklyn Investment Group1,207$79K0.0%+148.9%0.001%
5/13/2025 Summit Securities Group LLC979$64K0.0%N/A0.001%
5/13/2025 Foyston Gordon & Payne Inc60,703$3.97M1.0%+2.0%0.043%
5/13/2025 Northwest & Ethical Investments L.P.203,377$13.29M0.4%N/A0.143%
5/13/2025 Raymond James Financial Inc.104,179$6.81M0.0%+1.3%0.073%
5/13/2025 Cresset Asset Management LLC207,360$13.55M0.1%+139.3%0.146%
5/13/2025 State of New Jersey Common Pension Fund D38,006$2.48M0.0%-5.6%0.027%
5/13/2025 American Century Companies Inc.1,348,247$88.12M0.1%+998.6%0.949%
5/13/2025 Ethic Inc.7,213$473K0.0%-35.2%0.005%
5/13/2025 Brandywine Global Investment Management LLC110,647$7.23M0.1%+22.6%0.078%
5/13/2025 Element Capital Management LLC40,507$2.65M0.7%N/A0.029%
5/13/2025 Dimensional Fund Advisors LP1,670,567$109.19M0.0%+35.6%1.176%
5/13/2025 Fox Run Management L.L.C.19,933$1.30M0.2%N/A0.014%
5/13/2025 Kovitz Investment Group Partners LLC5,967$390K0.0%-27.9%0.004%
5/13/2025 Harfst & Associates Inc.14,439$944K0.2%-55.2%0.010%
5/13/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund22,652$1.48M0.0%-5.4%0.016%
5/13/2025 Boston Partners99,507$6.07M0.0%N/A0.070%
5/13/2025 Caitong International Asset Management Co. Ltd539$35K0.0%+161.7%0.000%
5/13/2025 Gulf International Bank UK Ltd6,729$439K0.0%-30.7%0.005%
5/13/2025 National Pension Service458$30K0.0%+74.8%0.000%
5/13/2025 Russell Investments Group Ltd.126,002$8.24M0.0%-19.9%0.089%
5/13/2025 Prudential PLC6,570$429K0.0%-28.3%0.005%
5/13/2025 Resona Asset Management Co. Ltd.64,168$4.20M0.0%+14.2%0.045%
5/13/2025 HighTower Advisors LLC13,227$865K0.0%+8.2%0.009%
5/13/2025 Trajan Wealth LLC3,668$240K0.0%+7.7%0.003%
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5/12/2025 Public Sector Pension Investment Board15,833$1.04M0.0%+7.0%0.011%
5/12/2025 Todd Asset Management LLC375,365$24.53M0.6%N/A0.261%
5/12/2025 Longfellow Investment Management Co. LLC4,862$318K0.1%N/A0.003%
5/12/2025 Independent Advisor Alliance8,513$556K0.0%-9.0%0.006%
5/12/2025 CCM Investment Group LLC11,485$754K0.1%N/A0.008%
5/12/2025 Nuveen LLC290,254$18.97M0.0%N/A0.202%
5/12/2025 Aigen Investment Management LP3,490$228K0.0%-86.3%0.002%
5/12/2025 King Luther Capital Management Corp41,330$2.70M0.0%-33.4%0.029%
5/12/2025 Virtu Financial LLC10,459$684K0.0%-41.1%0.007%
5/12/2025 Entropy Technologies LP21,558$1.41M0.1%+30.6%0.015%
(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, 691 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 AOS's institutional investors.

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

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

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

Of the 568 institutional investors that purchased A. O. Smith 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 46,416,741 shares in the last 24 months. This purchase volume represents approximately $3.35B in transactions.

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

Of the 395 institutional investors that sold A. O. Smith 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), State Street Corp ($1.11M), ProShare Advisors LLC ($1.07M), Wellington Management Group LLP ($1.06M), Ameriprise Financial Inc. ($1.02M), Brown Brothers Harriman & Co. ($898.79K), and BlackRock Inc. ($764.04K).

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

Institutional investors have sold a total of 27,345,387 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.



This page (NYSE:AOS) was last updated on 5/21/2025 by MarketBeat.com Staff
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