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A. O. Smith (AOS) Institutional Ownership

A. O. Smith logo
$71.68 -0.74 (-1.02%)
Closing price 03:59 PM Eastern
Extended Trading
$71.62 -0.06 (-0.09%)
As of 07:11 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)
437
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$1.49B
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Skip Chart & View Institutional Buying and Selling Data

AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC32,037$2.10M0.0%-5.1%0.023%
8/19/2025 Advisory Services Network LLC27,895$1.98M0.0%+4.0%0.020%
8/19/2025 State of Wyoming6,822$447K0.1%N/A0.005%
8/18/2025 Nomura Holdings Inc.29,341$1.92M0.0%+29.6%0.021%
8/18/2025 Caxton Associates LLP31,546$2.07M0.1%-33.5%0.023%
8/16/2025 Public Sector Pension Investment Board23,889$1.57M0.0%+50.9%0.017%
8/16/2025 FORA Capital LLC9,566$627K0.1%-13.0%0.007%
8/16/2025 Headlands Technologies LLC1,104$72K0.0%N/A0.001%
8/15/2025 CANADA LIFE ASSURANCE Co44,505$2.92M0.0%-26.6%0.032%
8/15/2025 Tower Research Capital LLC TRC 1,886$124K0.0%-77.8%0.001%
8/15/2025 Corient Private Wealth LLC70,594$4.63M0.0%+109.4%0.050%
8/15/2025 State of Tennessee Department of Treasury15,026$985K0.0%-4.4%0.011%
8/15/2025 Captrust Financial Advisors459,627$30.14M0.1%-3.3%0.328%
8/15/2025 Vident Advisory LLC7,988$524K0.0%-68.9%0.006%
8/15/2025 Voleon Capital Management LP11,182$733K0.0%N/A0.008%
8/15/2025 Tidal Investments LLC19,177$1.26M0.0%-9.0%0.014%
8/15/2025 Rafferty Asset Management LLC10,502$689K0.0%+19.1%0.007%
8/15/2025 Orion Porfolio Solutions LLC9,235$606K0.0%-72.6%0.007%
8/15/2025 MML Investors Services LLC17,156$1.13M0.0%+11.3%0.012%
8/15/2025 Man Group plc181,987$11.93M0.0%-31.5%0.130%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.9,380$615K0.0%-21.8%0.007%
8/15/2025 LMR Partners LLP11,996$787K0.0%N/A0.009%
8/15/2025 HRT Financial LP197,996$12.98M0.1%N/A0.141%
8/15/2025 EP Wealth Advisors LLC4,030$264K0.0%+17.8%0.003%
8/15/2025 Engineers Gate Manager LP165,581$10.86M0.1%N/A0.118%
8/15/2025 Benjamin Edwards Inc.79,068$5.18M0.1%-3.8%0.056%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S61,266$4.02M0.0%+30.3%0.044%
8/15/2025 BNP Paribas Financial Markets268,474$17.60M0.0%+0.8%0.192%
8/15/2025 Brevan Howard Capital Management LP112,551$7.38M0.0%+214.4%0.080%
8/15/2025 Balyasny Asset Management L.P.161,794$10.61M0.0%+59.9%0.115%
8/15/2025 Bank of America Corp DE1,717,184$112.60M0.0%-1.7%1.225%
8/15/2025 Ameriprise Financial Inc.56,732$3.72M0.0%-4.8%0.040%
8/15/2025 AQR Capital Management LLC473,797$31.00M0.0%+60.0%0.338%
8/14/2025 California State Teachers Retirement System114,127$7.48M0.0%-37.9%0.081%
8/14/2025 Raymond James Financial Inc.110,892$7.27M0.0%+6.4%0.079%
8/14/2025 Worldquant Millennium Advisors LLC667,655$43.78M0.2%+171.6%0.476%
8/14/2025 Canada Pension Plan Investment Board2,400$157K0.0%+166.7%0.002%
8/14/2025 Occudo Quantitative Strategies LP43,855$2.88M0.3%+897.8%0.031%
8/14/2025 Quantinno Capital Management LP268,487$17.61M0.1%+27.4%0.192%
8/14/2025 Treasurer of the State of North Carolina297,615$19.52M0.1%+448.8%0.212%
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8/14/2025 The Manufacturers Life Insurance Company 581,070$38.10M0.0%+521.1%0.415%
8/14/2025 Sei Investments Co.1,276,149$83.68M0.1%-8.8%0.911%
8/14/2025 Nebula Research & Development LLC67,510$4.43M0.4%+1,324.6%0.048%
8/14/2025 NewEdge Advisors LLC4,812$316K0.0%+203.6%0.003%
8/14/2025 Qube Research & Technologies Ltd710,716$46.60M0.0%+655.5%0.507%
8/14/2025 Investment Management Corp of Ontario22,358$1.47M0.0%-13.2%0.016%
8/14/2025 iSAM Funds UK Ltd12,886$845K0.2%-40.2%0.009%
8/14/2025 AXA S.A.18,432$1.21M0.0%-2.1%0.013%
8/14/2025 State Street Corp5,887,778$386.06M0.0%-6.9%4.202%
8/14/2025 Daiwa Securities Group Inc.7,963$522K0.0%-52.8%0.006%
8/14/2025 Certuity LLC4,434$291K0.0%-17.0%0.003%
8/14/2025 Natixis174,610$11.45M0.1%+1,374.4%0.125%
8/14/2025 Bank of Nova Scotia32,874$2.16M0.0%+165.3%0.023%
8/14/2025 California Public Employees Retirement System211,176$13.85M0.0%+11.4%0.151%
8/14/2025 Cerity Partners LLC11,524$756K0.0%-17.5%0.008%
8/13/2025 Jump Financial LLC409,357$26.84M0.3%+1,403.4%0.292%
8/13/2025 Capula Management Ltd3,348$220K0.0%N/A0.002%
8/13/2025 Cresset Asset Management LLC210,843$13.83M0.1%+1.7%0.150%
8/13/2025 Brown Advisory Inc.3,176$208K0.0%-18.0%0.002%
8/13/2025 Amundi1,537,622$101.36M0.0%-17.9%1.097%
8/13/2025 Marshall Wace LLP79,493$5.21M0.0%N/A0.057%
8/13/2025 Baird Financial Group Inc.173,470$11.37M0.0%+1.4%0.124%
8/13/2025 First Trust Advisors LP2,399,293$157.32M0.1%-1.6%1.712%
8/13/2025 EverSource Wealth Advisors LLC963$63K0.0%+78.0%0.001%
8/13/2025 Guggenheim Capital LLC109,684$7.19M0.1%-0.4%0.078%
8/13/2025 Invesco Ltd.4,763,032$312.31M0.1%-5.0%3.399%
8/13/2025 1832 Asset Management L.P.1,244,279$81.59M0.1%+20.6%0.888%
8/13/2025 Blueshift Asset Management LLC6,688$439K0.1%N/A0.005%
8/13/2025 Arrowstreet Capital Limited Partnership811,705$53.22M0.0%+33.2%0.579%
8/13/2025 Quantbot Technologies LP76,477$5.02M0.1%+18.3%0.055%
8/13/2025 M&T Bank Corp5,421$355K0.0%-6.7%0.004%
8/13/2025 Distillate Capital Partners LLC194,388$12.75M0.7%-5.5%0.139%
8/13/2025 OMERS ADMINISTRATION Corp16,110$1.06M0.0%-45.8%0.011%
8/13/2025 Fisher Asset Management LLC40,144$2.63M0.0%-97.8%0.029%
8/13/2025 Edgestream Partners L.P.131,851$8.65M0.2%-26.3%0.094%
8/13/2025 BLI Banque de Luxembourg Investments100,300$6.58M0.2%-18.2%0.072%
8/13/2025 Lido Advisors LLC10,690$701K0.0%-41.8%0.008%
8/13/2025 Legacy Capital Wealth Partners LLC3,972$260K0.1%+4.5%0.003%
8/13/2025 New York State Common Retirement Fund89,991$5.90M0.0%-0.7%0.064%
8/13/2025 Schroder Investment Management Group154,946$10.16M0.0%+10.1%0.111%
8/13/2025 Loomis Sayles & Co. L P463$30K0.0%N/A0.000%
8/13/2025 Skandinaviska Enskilda Banken AB publ 4,823$316K0.0%-84.8%0.003%
8/13/2025 Norges Bank1,402,144$91.94M0.0%N/A1.001%
8/13/2025 Hsbc Holdings PLC176,399$11.57M0.0%-41.2%0.126%
8/13/2025 Northwestern Mutual Wealth Management Co.4,892$321K0.0%+18.2%0.003%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC34,218$2.24M0.0%+375.3%0.024%
8/13/2025 State Board of Administration of Florida Retirement System126,295$8.28M0.0%-7.5%0.090%
8/13/2025 Vermillion & White Wealth Management Group LLC596$39K0.0%+50.9%0.000%
8/13/2025 Employees Retirement System of Texas978$64K0.0%N/A0.001%
8/13/2025 Choreo LLC3,675$241K0.0%-11.5%0.003%
Capital Gains Tax Strategies for Seniors (Ad)

Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.tc pixel

Click here to see the three strategies and get matched with a financial advisor today.
8/13/2025 Northwest & Ethical Investments L.P.199,428$13.08M0.3%-1.9%0.142%
8/13/2025 Russell Investments Group Ltd.64,092$4.20M0.0%-49.1%0.046%
8/12/2025 J.W. Cole Advisors Inc.4,289$281K0.0%N/A0.003%
8/12/2025 Boston Partners86,122$5.65M0.0%-13.5%0.061%
8/12/2025 FourThought Financial Partners LLC23,821$1.56M0.2%N/A0.017%
8/12/2025 Elo Mutual Pension Insurance Co13,899$911K0.0%+22.4%0.010%
8/12/2025 Financial Advocates Investment Management7,040$462K0.0%+2.5%0.005%
8/12/2025 XTX Topco Ltd15,436$1.01M0.0%-61.7%0.011%
8/12/2025 Prudential Financial Inc.72,417$4.75M0.0%+13.3%0.052%
8/12/2025 Charles Schwab Investment Management Inc.1,265,091$82.95M0.0%+1.1%0.903%
(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, 712 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 ($386.06M), Invesco Ltd. ($312.31M), Impax Asset Management Group plc ($307.67M), Geode Capital Management LLC ($229.86M), ProShare Advisors LLC ($163.94M), and First Trust Advisors LP ($157.32M).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 593 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: Norges Bank ($4.12M), Sarasin & Partners LLP ($2.94M), Impax Asset Management Group plc ($2.17M), American Century Companies Inc. ($1.99M), Invesco Ltd. ($1.44M), KBC Group NV ($994.78K), and Qube Research & Technologies Ltd ($795.35K).

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

Institutional investors have bought a total of 32,082,356 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

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

Of the 322 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), Fisher Asset Management LLC ($1.87M), Ameriprise Financial Inc. ($970.79K), Caisse DE Depot ET Placement DU Quebec ($744.02K), Impax Asset Management Group plc ($643.34K), Anchor Capital Advisors LLC ($609.28K), and KBC Group NV ($581.92K).

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

Institutional investors have sold a total of 21,893,869 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.


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This page (NYSE:AOS) was last updated on 8/28/2025 by MarketBeat.com Staff
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