Go Pro
→ Trump’s $250 Bill – See Immediately (From Stansberry Research) (Ad)tc pixel Free AOS Stock Alerts

A. O. Smith (AOS) Institutional Ownership

A. O. Smith logo
$60.31 +0.50 (+0.84%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$60.16 -0.15 (-0.24%)
As of 07/31/2026 07:34 PM 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.
Compare

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

Current
Institutional Ownership
Percentage
76.10%
Number of
Institutional Buyers
(last 12 months)
407
Total
Institutional Inflows
(last 12 months)
$1.80B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$1.24B
Get AOS Insider Trade Alerts

Want to know when executives and insiders are buying or selling A. O. Smith stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wedge Capital Management L L P NC224,517$14.08M0.2%N/A0.163%
7/10/2026 Handelsbanken Fonder AB26,100$1.64M0.0%-8.4%0.019%
7/9/2026 Hennion & Walsh Asset Management Inc.7,113$446K0.0%+15.2%0.005%
7/8/2026 Reinhart Partners LLC.91,963$5.77M0.1%-10.4%0.067%
7/8/2026 Czech National Bank31,870$2.00M0.0%+4.1%0.023%
7/8/2026 Assenagon Asset Management S.A.489,264$30.69M0.0%+5,521.8%0.355%
7/8/2026 Sarasin & Partners LLP1,122,769$70.42M0.8%-6.5%0.815%
7/7/2026 GAMMA Investing LLC3,196$200K0.0%-43.9%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB223,196$14.00M0.4%-3.0%0.162%
7/2/2026 Versant Capital Management Inc2,545$160K0.0%-17.7%0.002%
7/2/2026 CX Institutional69,291$4.35M0.1%+14.0%0.050%
7/1/2026 Confluence 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%
5/22/2026 Summitry 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%
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%
5/14/2026 Morningstar Investment Management LLC10,461$690K0.0%-15.7%0.008%
5/14/2026 GC 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%
Elon's new "super startup" (Ad)

Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified a new venture quietly incubating inside Tesla. It has nothing to do with EVs, AI, or robotics, yet it generated $12 billion in 2025 alone. Blackstone calls the broader opportunity a $23 trillion investment runway. Adam believes investors who position themselves before July 22 are early. He's also giving away a free ticker pick in his latest briefing.tc pixel

Watch Adam O'Dell's full briefing and get his free ticker now
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%
5/6/2026 Assetmark 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%
5/5/2026 Navigation 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%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,348$880K0.0%+299.3%0.010%
5/4/2026 State 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%
5/4/2026 Schwartz Investment Counsel Inc.517,733$34.14M1.2%+0.5%0.374%
5/4/2026 Chicago Partners Investment Group LLC9,384$608K0.0%+41.5%0.007%
5/4/2026 Arbejdsmarkedets Tillaegspension387,114$25.53M0.6%+10.6%0.280%
5/4/2026 Brindle & Bay Financial Advisors LLC11,396$751K0.5%N/A0.008%
5/1/2026 Welch & Forbes LLC579,780$38.23M0.5%-1.0%0.419%
5/1/2026 Commonwealth 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%
5/1/2026 Sequoia 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%
4/30/2026 First Horizon Corp1,932$127K0.0%-14.4%0.001%
4/30/2026 Azzad Asset Management Inc. ADV27,780$1.83M0.2%-2.3%0.020%
4/30/2026 Sumitomo Mitsui Trust Group Inc.72,104$4.76M0.0%+0.6%0.052%
4/30/2026 CFS Investment Advisory Services LLC8,238$534K0.0%-2.6%0.006%
4/29/2026 Childress Capital Advisors LLC5,323$351K0.1%+24.7%0.004%
4/29/2026 WealthPLAN Partners LLC6,364$420K0.1%-40.9%0.005%
4/29/2026 Resonant Capital Advisors LLC7,926$523K0.0%N/A0.006%
4/29/2026 United Asset Strategies Inc.10,526$694K0.1%+9.8%0.008%
4/28/2026Collaborative Fund Advisors LLC30,438$2.01M1.2%N/A0.022%
4/28/2026 Abel Hall LLC3,802$251K0.1%N/A0.003%
4/28/2026DGS Capital Management LLC4,955$327K0.1%N/A0.004%
The dollar just broke (Ad)

Bloomberg research shows the U.S. dollar's share of global reserves has fallen to the lowest level this century — and the consequences for your savings and investments could be severe. President Trump has signed executive order 14241 to initiate the first full reset of the American dollar in 50 years. A new monetary anchor is being established — one that's not gold or crypto, but something far more unexpected that Vladimir Putin once called the key to world leadership.tc pixel

Read the full story on what this dollar reset means for your portfolio
4/28/2026Berger Financial Group Inc81,929$5.40M0.3%N/A0.059%
4/28/2026 Revisor Wealth Management LLC6,130$404K0.1%-6.4%0.004%
4/28/2026 V Square Quantitative Management LLC4,353$287K0.0%+5.9%0.003%
4/28/2026 QRG Capital Management Inc.3,244$214K0.0%-67.9%0.002%
4/27/2026Lafayette Investments Inc.46,161$3.04M0.6%-3.8%0.033%
4/27/2026 HB Wealth Management LLC4,283$282K0.0%-7.2%0.003%
4/27/2026PAX Financial Group LLC3,768$248K0.0%-11.7%0.003%
4/27/2026 New York State Teachers Retirement System107,762$7.11M0.0%+1.0%0.078%
4/27/2026 Private Advisor Group LLC6,574$434K0.0%+5.8%0.005%
4/27/2026 Optas LLC3,696$244K0.0%N/A0.003%


AOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 753 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 641 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. ($3.12M), Impax Asset Management Group plc ($2.24M), Invesco Ltd. ($1.34M), Vanguard Group Inc. ($1.30M), and Madison Asset Management LLC ($1.21M).

Institutional investors have bought a total of 26,528,587 shares in the last 24 months. This purchase volume represents approximately $1.80B in transactions.

Of the 281 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: Fisher Asset Management LLC ($1.79M), Amundi ($1.76M), Pictet Asset Management Holding SA ($1.75M), Millennium Management LLC ($1.13M), State Street Corp ($868.64K), KBC Group NV ($791.08K), and Impax Asset Management Group plc ($696.87K).

Institutional investors have sold a total of 18,256,171 shares in the last 24 months. This volume of shares sold represents approximately $1.24B in transactions.


Related Companies

This page (NYSE:AOS) was last updated on 8/2/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
AI is not over
Tesla and Alphabet just tumbled, and many investors concluded AI is over. It isn't - the easy AI trade may be....
The Oxford Club | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Nvidia's CEO says this small device is critical for AI growth
A tiny glass device smaller than a fingertip could redefine AI hardware. Nvidia CEO Jensen Huang calls it esse...
Brownstone Research | Sponsoredtc pixel
Sam Altman backs small company that could save U.S. power grid
A small Colorado company holds the rights to technology that could protect the U.S. public power grid from col...
Altimetry | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel