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A. O. Smith (AOS) Institutional Ownership

A. O. Smith logo
$56.65 +0.28 (+0.50%)
Closing price 10/1/2026 03:59 PM Eastern
Extended Trading
$57.47 +0.82 (+1.44%)
As of 08:30 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
359
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$830.20M
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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
10/2/2026Versant Capital Management Inc3,142$164K0.0%+23.5%0.002%
10/1/2026Confluence Investment Management LLC284,138$16.02M0.2%-8.9%0.209%
8/24/2026CYBER HORNET ETFs LLC2,728$171K0.1%+774.4%0.002%
8/20/2026Wedbush Securities Inc.12,408$778K0.0%+2.3%0.009%
8/20/2026Greenleaf Trust6,209$389K0.0%+19.2%0.005%
8/19/2026Mufg Securities Americas Inc.3,372$211K0.0%+8.4%0.002%
8/14/2026Cullen Capital Management LLC4,701$295K0.0%N/A0.003%
8/11/2026Madison Asset Management LLC1,466,922$92.01M1.1%N/A1.079%
8/6/2026Stoneridge Investment Partners LLC9,510$572K0.4%N/A0.007%
7/10/2026Wedge Capital Management L L P NC224,517$14.08M0.2%N/A0.163%
7/10/2026Handelsbanken Fonder AB26,100$1.64M0.0%-8.4%0.019%
7/9/2026Hennion & Walsh Asset Management Inc.7,113$446K0.0%+15.2%0.005%
7/8/2026Reinhart Partners LLC.91,963$5.77M0.1%-10.4%0.067%
7/8/2026Czech National Bank31,870$2.00M0.0%+4.1%0.023%
7/8/2026Assenagon Asset Management S.A.489,264$30.69M0.0%+5,521.8%0.355%
7/8/2026Sarasin & Partners LLP1,122,769$70.42M0.8%-6.5%0.815%
7/7/2026GAMMA Investing LLC3,196$200K0.0%-43.9%0.002%
7/2/2026MassMutual Private Wealth & Trust FSB223,196$14.00M0.4%-3.0%0.162%
7/2/2026Versant Capital Management Inc2,545$160K0.0%-17.7%0.002%
7/2/2026CX Institutional69,291$4.35M0.1%+14.0%0.050%
7/1/2026Confluence Investment Management LLC312,013$19.57M0.3%-2.2%0.226%
6/18/2026Pacer Advisors Inc.6,383$421K0.0%-34.0%0.005%
6/3/2026NewEdge Advisors LLC22,685$1.50M0.0%-6.4%0.016%
5/26/2026Glenmede Trust Co. NA4,528$299K0.0%+6.1%0.003%
5/22/2026Summitry LLC3,418$225K0.0%N/A0.002%
5/21/2026Essential Partners LLC590$39K0.0%-54.2%0.000%
5/19/2026NewEdge Advisors LLC5,582$368K0.0%-77.0%0.004%
5/19/2026Bank of America Corp DE1,687,887$111.30M0.0%-2.8%1.225%
5/19/2026Edgestream Partners L.P.71,236$4.70M0.2%+473.5%0.052%
5/19/2026Janus Henderson Group PLC50,179$3.31M0.0%-0.5%0.036%
5/18/2026Amundi115,540$7.62M0.0%-86.4%0.084%
5/18/2026Parvin Asset Management LLC14,920$984K0.7%+3.0%0.011%
5/18/2026Empire Financial Management Company LLC23,690$1.56M0.4%+6.0%0.017%
5/18/2026California State Teachers Retirement System136,319$8.99M0.0%+27.2%0.099%
5/18/2026Royal Bank of Canada770,141$50.78M0.0%-13.3%0.559%
5/18/2026Empowered Funds LLC31,073$2.05M0.0%+68.3%0.023%
5/16/2026The Manufacturers Life Insurance Company548,510$36.17M0.0%-3.4%0.398%
5/16/2026Quantinno Capital Management LP910,117$60.01M0.1%+70.6%0.660%
5/16/2026SummitTX Capital L.P.42,250$2.79M0.1%+17.1%0.031%
5/15/2026Cardiff Park Advisors LLC8,795$580K0.0%+184.2%0.006%
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5/15/2026Weiss Asset Management LP31,815$2.10M0.0%-35.9%0.023%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund35,063$2.31M0.0%+682.5%0.025%
5/14/2026Renaissance Technologies LLC744,400$49.09M0.1%+17.7%0.540%
5/14/2026Gamco Investors INC. ET AL70,000$4.62M0.0%-0.7%0.051%
5/14/2026Morningstar Investment Management LLC10,461$690K0.0%-15.7%0.008%
5/14/2026GC Wealth Management RIA LLC4,085$269K0.0%-27.0%0.003%
5/14/2026Public Employees Retirement System of Ohio35,808$2.36M0.0%-2.8%0.026%
5/14/2026Compound Planning Inc.3,430$226K0.0%+10.6%0.002%
5/14/2026Arrowstreet Capital Limited Partnership607,354$40.05M0.0%-10.1%0.441%
5/14/2026Bank of Nova Scotia7,646$504K0.0%-74.1%0.006%
5/14/2026Sei Investments Co.1,346,863$88.81M0.1%+0.4%0.977%
5/14/2026State of Wyoming2,691$177K0.0%-76.2%0.002%
5/13/2026Cetera Investment Advisers50,983$3.36M0.0%-2.7%0.037%
5/13/2026First Trust Advisors LP2,168,894$143.02M0.1%+10.4%1.574%
5/8/2026PNC Financial Services Group Inc.37,509$2.47M0.0%+40.1%0.027%
5/8/2026Madison Asset Management LLC1,142,604$75.34M0.9%-5.5%0.826%
5/7/2026Florida Financial Advisors LLC3,484$230K0.1%N/A0.003%
5/7/2026Dimensional Fund Advisors LP1,959,696$129.20M0.0%+3.4%1.417%
5/7/2026Parallel Advisors LLC2,172$143K0.0%+24.4%0.002%
5/7/2026KBC Group NV457,115$30.14M0.1%-25.0%0.331%
5/7/2026Regents Gate Capital LLP263,951$17.41M3.7%+33.6%0.191%
5/7/2026Swiss National Bank224,400$14.80M0.0%-0.4%0.162%
5/7/2026Heartland Advisors Inc.130,710$8.62M0.4%-7.7%0.095%
5/6/2026California Public Employees Retirement System236,011$15.56M0.0%+5.8%0.171%
5/6/2026John G Ullman & Associates Inc.11,100$732K0.1%+14.4%0.008%
5/6/2026Kera Capital Partners Inc.5,477$361K0.0%+20.0%0.004%
5/6/2026Assetmark Inc.2,660$175K0.0%+8.5%0.002%
5/6/2026C WorldWide Group Holding A S124,360$8.20M0.2%+3.7%0.090%
5/6/2026Bessemer Group Inc.3,692$243K0.0%+8.2%0.003%
5/5/2026Wealthfront Advisers LLC15,817$1.04M0.0%-2.5%0.011%
5/5/2026Navigation Group LLC10,811$713K0.2%N/A0.008%
5/5/2026Bank of New York Mellon Corp1,425,759$94.01M0.0%+3.1%1.031%
5/5/2026Illinois Municipal Retirement Fund87,081$5.74M0.1%+60.6%0.063%
5/5/2026Sanctuary Advisors LLC28,305$1.87M0.0%-18.5%0.020%
5/5/2026Hillsdale Investment Management Inc.65,470$4.32M0.1%+4.0%0.047%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,348$880K0.0%+299.3%0.010%
5/4/2026State of Michigan Retirement System29,333$1.93M0.0%-1.0%0.021%
5/4/2026Principal Financial Group Inc.158,616$10.46M0.0%+23.1%0.115%
5/4/2026Schwartz Investment Counsel Inc.517,733$34.14M1.2%+0.5%0.374%
5/4/2026Chicago Partners Investment Group LLC9,384$608K0.0%+41.5%0.007%
5/4/2026Arbejdsmarkedets Tillaegspension387,114$25.53M0.6%+10.6%0.280%
5/4/2026Brindle & Bay Financial Advisors LLC11,396$751K0.5%N/A0.008%
5/1/2026Welch & Forbes LLC579,780$38.23M0.5%-1.0%0.419%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS26,189$1.73M0.0%-0.7%0.019%
5/1/2026Fifth Third Bancorp47,150$3.11M0.0%+103.7%0.034%
5/1/2026Sequoia Financial Advisors LLC9,369$618K0.0%-16.7%0.007%
5/1/2026Kornitzer Capital Management Inc. KS35,267$2.33M0.1%+0.5%0.026%
4/30/2026Hsbc Holdings PLC188,905$12.43M0.0%+8.3%0.137%
4/30/2026First Horizon Corp1,932$127K0.0%-14.4%0.001%
4/30/2026Azzad Asset Management Inc. ADV27,780$1.83M0.2%-2.3%0.020%
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4/30/2026Sumitomo Mitsui Trust Group Inc.72,104$4.76M0.0%+0.6%0.052%
4/30/2026CFS Investment Advisory Services LLC8,238$534K0.0%-2.6%0.006%
4/29/2026Childress Capital Advisors LLC5,323$351K0.1%+24.7%0.004%
4/29/2026WealthPLAN Partners LLC6,364$420K0.1%-40.9%0.005%
4/29/2026Resonant Capital Advisors LLC7,926$523K0.0%N/A0.006%
4/29/2026United Asset Strategies Inc.10,526$694K0.1%+9.8%0.008%
4/28/2026Collaborative Fund Advisors LLC30,438$2.01M1.2%N/A0.022%
4/28/2026Abel Hall LLC3,802$251K0.1%N/A0.003%
4/28/2026DGS Capital Management LLC4,955$327K0.1%N/A0.004%
4/28/2026Berger Financial Group Inc81,929$5.40M0.3%N/A0.059%


AOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 744 institutional investors and hedge funds held shares of A. O. Smith. The most heavily invested institutionals were Vanguard Group Inc. ($1.01B), State Street Corp ($395.36M), Impax Asset Management Group plc ($310.96M), Invesco Ltd. ($304.95M), American Century Companies Inc. ($235.56M), Geode Capital Management LLC ($233.57M), and Morgan Stanley ($194.58M).Learn more on A. O. Smith's institutional investors.

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

Of the 628 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 ($4.26M), Sarasin & Partners LLP ($3.15M), American Century Companies Inc. ($3.10M), Madison Asset Management LLC ($2.68M), Impax Asset Management Group plc ($2.24M), Invesco Ltd. ($1.34M), and Vanguard Group Inc. ($1.30M).

Institutional investors have bought a total of 21,393,900 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Of the 244 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: Pictet Asset Management Holding SA ($1.75M), Amundi ($1.42M), Millennium Management LLC ($1.13M), First Trust Advisors LP ($543.90K), State Street Corp ($434.54K), Captrust Financial Advisors ($430.62K), and FIL Ltd ($407.56K).

Institutional investors have sold a total of 11,975,044 shares in the last 24 months. This volume of shares sold represents approximately $830.20M in transactions.


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Institutional ownership data for NYSE:AOS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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