A. O. Smith (AOS) Institutional Ownership

$84.54

+2.36 (+2.87%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 76.10%
Number of Institutional Buyers (last 12 months): 318
Total Institutional Inflows (last 12 months): $897.38M

Number of Institutional Sellers (last 12 months): 236
Total Institutional Outflows (last 12 months): $812.33M

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AOS Institutional Buying and Selling by Quarter

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A. O. Smith Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	6,764	$553K	0.0%	+2,462.1%	0.005%
7/26/2024	Eagle Bay Advisors LLC	1,233	$101K	0.1%	-39.5%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	15,747	$1.29M	0.0%	-3.5%	0.011%
7/26/2024	AustralianSuper Pty Ltd	3,055	$250K	0.0%	N/A	0.002%
7/26/2024	Railway Pension Investments Ltd	38,200	$3.12M	0.0%	+75.2%	0.026%
7/26/2024	Allspring Global Investments Holdings LLC	6,054	$495K	0.0%	-41.1%	0.004%
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7/26/2024	State of Michigan Retirement System	35,133	$2.87M	0.0%	+4.5%	0.024%
7/26/2024	SlateStone Wealth LLC	12,190	$997K	0.1%	-1.9%	0.008%
7/26/2024	Bank of New York Mellon Corp	1,075,913	$87.99M	0.0%	+2.6%	0.734%
7/25/2024	Mn Services Vermogensbeheer B.V.	48,500	$3.97M	0.0%	-2.4%	0.033%
7/24/2024	Retirement Systems of Alabama	26,644	$2.18M	0.0%	-1.7%	0.018%
7/24/2024	New York State Teachers Retirement System	102,321	$8.37M	0.0%	-8.7%	0.070%
7/24/2024	Nicholas Company Inc.	294,586	$24.09M	0.4%	-0.1%	0.201%
7/24/2024	Louisiana State Employees Retirement System	6,800	$556K	0.0%	-5.6%	0.005%
7/23/2024	American National Bank	18,652	$1.53M	0.2%	+7.8%	0.013%
7/22/2024	Fifth Third Bancorp	44,417	$3.63M	0.0%	+1.0%	0.030%
7/22/2024	Chevy Chase Trust Holdings LLC	90,939	$7.44M	0.0%	-3.4%	0.062%
7/22/2024	Freedom Day Solutions LLC	35,275	$2.89M	1.0%	+2.9%	0.024%
7/20/2024	Nisa Investment Advisors LLC	58,628	$4.80M	0.0%	-2.7%	0.040%
7/19/2024	Raymond James & Associates	165,045	$13.50M	0.0%	-2.8%	0.113%
7/19/2024	Boston Trust Walden Corp	754,803	$61.73M	0.5%	+4.0%	0.515%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	273,725	$22.39M	0.0%	-9.8%	0.187%
7/19/2024	Gladius Capital Management LP	863	$71K	0.0%	-50.6%	0.001%
7/18/2024	Stanley Laman Group Ltd.	46,364	$3.79M	0.5%	-3.8%	0.032%
7/18/2024	Blue Trust Inc.	5,409	$484K	0.0%	+29.9%	0.004%
7/18/2024	Kessler Investment Group LLC	5,087	$416K	0.2%	+3.5%	0.003%
7/18/2024	Swedbank AB	15,441	$1.26M	0.0%	-7.6%	0.011%
7/17/2024	Hunter Perkins Capital Management LLC	99,377	$8.13M	1.7%	-13.8%	0.068%
7/17/2024	Atwater Malick LLC	110,782	$9.06M	3.1%	+1.1%	0.076%
7/17/2024	Welch Group LLC	2,754	$225K	0.0%	N/A	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,835	$232K	0.0%	N/A	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	29,430	$2.41M	0.0%	-7.4%	0.020%
7/16/2024	Wedmont Private Capital	3,025	$266K	0.0%	+9.8%	0.002%
7/16/2024	Brendel Financial Advisors LLC	40,031	$3.27M	2.1%	N/A	0.027%
7/15/2024	Securian Asset Management Inc.	6,825	$558K	0.0%	-4.2%	0.005%
7/15/2024	Czech National Bank	23,017	$1.88M	0.0%	+6.5%	0.016%
7/12/2024	Gateway Investment Advisers LLC	2,847	$233K	0.0%	+18.5%	0.002%
7/12/2024	QRG Capital Management Inc.	9,967	$815K	0.0%	+2.7%	0.007%
7/12/2024	Annex Advisory Services LLC	234,723	$19.20M	0.7%	+14.2%	0.160%
7/11/2024	Manning & Napier Advisors LLC	50,459	$4.13M	0.0%	N/A	0.034%
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7/11/2024	Symmetry Partners LLC	2,579	$211K	0.0%	-11.3%	0.002%
7/10/2024	Legacy Financial Strategies LLC	39,203	$3.18M	0.8%	+8.3%	0.027%
7/10/2024	Contravisory Investment Management Inc.	7,803	$638K	0.1%	+5.4%	0.005%
7/10/2024	Gulf International Bank UK Ltd	10,376	$848K	0.0%	-4.1%	0.007%
7/10/2024	CWM LLC	8,737	$715K	0.0%	+5.6%	0.006%
7/9/2024	Mather Group LLC.	2,755	$246K	0.0%	-98.4%	0.002%
7/8/2024	Thompson Investment Management Inc.	48,221	$3.94M	0.6%	-1.6%	0.033%
7/8/2024	Versant Capital Management Inc	463	$38K	0.0%	+157.2%	0.000%
7/5/2024	DNB Asset Management AS	30,384	$2.49M	0.0%	+9.6%	0.021%
7/2/2024	Massmutual Trust Co. FSB ADV	202,456	$16.56M	0.5%	+0.6%	0.138%
7/2/2024	First Hawaiian Bank	5,664	$463K	0.0%	-2.2%	0.004%
7/1/2024	Confluence Investment Management LLC	272,538	$22.29M	0.3%	N/A	0.186%
6/14/2024	SRN Advisors LLC	11,106	$994K	0.8%	+5.1%	0.008%
6/13/2024	IMS Capital Management	7,595	$679K	0.3%	-13.2%	0.005%
6/11/2024	American Trust	8,260	$739K	0.1%	N/A	0.006%
6/4/2024	DekaBank Deutsche Girozentrale	129,137	$11.42M	0.0%	+15.7%	0.088%
5/28/2024	Teachers Retirement System of The State of Kentucky	10,154	$908K	0.0%	-6.1%	0.007%
5/24/2024	Cetera Advisors LLC	7,547	$675K	0.0%	N/A	0.005%
5/24/2024	Cetera Investment Advisers	25,255	$2.26M	0.0%	+222.0%	0.017%
5/22/2024	Burney Co.	4,778	$427K	0.0%	-32.0%	0.003%
5/21/2024	Atria Investments Inc	30,817	$2.76M	0.0%	-2.3%	0.021%
5/21/2024	Swedbank AB	16,709	$1.50M	0.0%	N/A	0.011%
5/20/2024	Cim LLC	39,111	$3.50M	0.5%	-0.4%	0.027%
5/20/2024	Algebris UK Ltd	6,109	$506K	0.2%	+2.3%	0.004%
5/17/2024	Plato Investment Management Ltd	7,847	$702K	0.1%	N/A	0.005%
5/17/2024	iA Global Asset Management Inc.	29,033	$2.60M	0.0%	-5.3%	0.020%
5/17/2024	WealthPlan Investment Management LLC	18,391	$1.65M	0.3%	N/A	0.013%
5/17/2024	Comerica Bank	33,685	$3.01M	0.0%	-3.5%	0.023%
5/17/2024	Tidal Investments LLC	21,400	$1.91M	0.0%	+119.8%	0.015%
5/16/2024	California State Teachers Retirement System	185,764	$16.62M	0.0%	-2.4%	0.127%
5/16/2024	Meiji Yasuda Life Insurance Co	3,800	$340K	0.0%	+16.2%	0.003%
5/16/2024	B. Riley Wealth Advisors Inc.	3,969	$355K	0.0%	+19.8%	0.003%
5/16/2024	Janus Henderson Group PLC	8,730	$781K	0.0%	-12.1%	0.006%
5/16/2024	Benchmark Investment Advisors LLC	6,266	$561K	0.4%	N/A	0.004%
5/16/2024	Zurich Insurance Group Ltd FI	16,000	$1.43M	0.0%	N/A	0.011%
5/15/2024	Earnest Partners LLC	1,973,942	$176.59M	0.8%	+5.7%	1.346%
5/15/2024	Public Employees Retirement System of Ohio	57,236	$5.12M	0.0%	-4.2%	0.039%
5/15/2024	Public Employees Retirement Association of Colorado	12,389	$1.11M	0.0%	-9.5%	0.008%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	4,053	$363K	0.0%	-7.4%	0.003%
5/15/2024	Kentucky Retirement Systems	9,328	$834K	0.0%	-5.1%	0.006%
5/15/2024	Price T Rowe Associates Inc. MD	234,598	$20.99M	0.0%	-4.1%	0.160%
5/15/2024	Lazard Asset Management LLC	2,417	$216K	0.0%	+398.4%	0.002%
5/15/2024	1832 Asset Management L.P.	998,290	$89.31M	0.1%	+15.1%	0.681%
5/15/2024	Gabelli Funds LLC	22,200	$1.99M	0.0%	-5.5%	0.015%
5/15/2024	Gamco Investors INC. ET AL	72,000	$6.44M	0.1%	-5.3%	0.049%
5/14/2024	Toronto Dominion Bank	69,314	$6.20M	0.0%	+1.8%	0.047%
5/14/2024	Cadence Bank	7,544	$675K	0.0%	N/A	0.005%
5/14/2024	EP Wealth Advisors LLC	2,744	$245K	0.0%	N/A	0.002%
5/14/2024	Vident Advisory LLC	176,137	$15.76M	0.3%	-8.1%	0.120%
5/14/2024	Shell Asset Management Co.	9,091	$813K	0.0%	+86.3%	0.006%
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5/14/2024	Natixis Investment Managers International	1,604	$143K	0.0%	-10.8%	0.001%
5/14/2024	Natixis	146,198	$13.08M	0.1%	-12.3%	0.100%
5/14/2024	CANADA LIFE ASSURANCE Co	86,737	$7.76M	0.0%	-8.3%	0.059%
5/14/2024	American International Group Inc.	32,966	$2.95M	0.0%	-0.8%	0.022%
5/14/2024	Lake Street Advisors Group LLC	2,246	$201K	0.0%	N/A	0.002%
5/14/2024	Arjuna Capital	28,116	$2.52M	0.7%	+3.9%	0.019%
5/13/2024	Bessemer Group Inc.	784,581	$70.19M	0.1%	-28.5%	0.535%
5/13/2024	UniSuper Management Pty Ltd	12,075	$1.08M	0.0%	+589.6%	0.008%
5/13/2024	Seven Eight Capital LP	8,134	$728K	0.1%	-2.9%	0.006%
5/13/2024	O Shaughnessy Asset Management LLC	21,529	$1.93M	0.0%	+10.4%	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, 587 institutional investors and hedge funds held shares of A. O. Smith. The most heavily invested institutionals were Vanguard Group Inc. ($1.27B), BlackRock Inc. ($658.73M), State Street Corp ($557.57M), Impax Asset Management Group plc ($291.20M), Geode Capital Management LLC ($210.71M), Invesco Ltd. ($200.96M), and ProShare Advisors LLC ($190.98M).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 478 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), Premier Fund Managers Ltd ($3.37M), Fisher Asset Management LLC ($1.98M), Norges Bank ($1.31M), ProShare Advisors LLC ($1.22M), TimesSquare Capital Management LLC ($1.14M), and Sei Investments Co. ($899.68K).

How much institutional buying is happening at A. O. Smith?: Institutional investors have bought a total of 38,782,941 shares in the last 24 months. This purchase volume represents approximately $2.58B in transactions.
Which A. O. Smith major shareholders have been selling company stock?: Of the 353 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: Robeco Institutional Asset Management B.V. ($2.31M), CFS Investment Advisory Services LLC ($1.69M), ProShare Advisors LLC ($1.36M), State Street Corp ($1.11M), Pictet Asset Management SA ($898.04K), Robeco Schweiz AG ($775.33K), and BlackRock Inc. ($764.04K).
How much institutional selling is happening at A. O. Smith?: Institutional investors have sold a total of 25,695,375 shares in the last 24 months. This volume of shares sold represents approximately $1.66B in transactions.