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A. O. Smith (AOS) Institutional Ownership

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$56.97 -1.12 (-1.92%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$57.13 +0.16 (+0.27%)
As of 07:45 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.

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

Current
Institutional Ownership
Percentage
76.10%
Number of
Institutional Buyers
(last 12 months)
440
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$1.41B
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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
5/14/2026Sei 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%
5/8/2026 PNC Financial Services Group Inc.37,509$2.47M0.0%+40.1%0.027%
5/8/2026 Madison Asset Management LLC1,142,604$75.34M0.9%-5.5%0.826%
5/7/2026 Florida Financial Advisors LLC3,484$230K0.1%N/A0.003%
5/7/2026 Dimensional Fund Advisors LP1,959,696$129.20M0.0%+3.4%1.417%
5/7/2026 Parallel Advisors LLC2,172$143K0.0%+24.4%0.002%
5/7/2026 KBC Group NV457,115$30.14M0.1%-25.0%0.331%
5/7/2026 Regents Gate Capital LLP263,951$17.41M3.7%+33.6%0.191%
5/7/2026 Swiss National Bank224,400$14.80M0.0%-0.4%0.162%
5/7/2026 Heartland Advisors Inc.130,710$8.62M0.4%-7.7%0.095%
5/6/2026 California Public Employees Retirement System236,011$15.56M0.0%+5.8%0.171%
5/6/2026 John G Ullman & Associates Inc.11,100$732K0.1%+14.4%0.008%
5/6/2026 Kera Capital Partners Inc.5,477$361K0.0%+20.0%0.004%
5/6/2026 Assetmark Inc.2,660$175K0.0%+8.5%0.002%
5/6/2026 C WorldWide Group Holding A S124,360$8.20M0.2%+3.7%0.090%
5/6/2026 Bessemer Group Inc.3,692$243K0.0%+8.2%0.003%
5/5/2026 Wealthfront Advisers LLC15,817$1.04M0.0%-2.5%0.011%
5/5/2026 Navigation Group LLC10,811$713K0.2%N/A0.008%
5/5/2026 Bank of New York Mellon Corp1,425,759$94.01M0.0%+3.1%1.031%
5/5/2026 Illinois Municipal Retirement Fund87,081$5.74M0.1%+60.6%0.063%
5/5/2026 Sanctuary Advisors LLC28,305$1.87M0.0%-18.5%0.020%
5/5/2026 Hillsdale 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%
5/4/2026 Principal 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%
5/1/2026 Fifth Third Bancorp47,150$3.11M0.0%+103.7%0.034%
5/1/2026 Sequoia Financial Advisors LLC9,369$618K0.0%-16.7%0.007%
5/1/2026 Kornitzer Capital Management Inc. KS35,267$2.33M0.1%+0.5%0.026%
4/30/2026 Hsbc 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%
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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%
4/28/2026 Collaborative Fund Advisors LLC30,438$2.01M1.2%N/A0.022%
4/28/2026 Abel Hall LLC3,802$251K0.1%N/A0.003%
4/28/2026 DGS Capital Management LLC4,955$327K0.1%N/A0.004%
4/28/2026 Berger 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%
4/27/2026 Lafayette 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%
4/27/2026 PAX 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%
4/27/2026 Y Intercept Hong Kong Ltd117,380$7.74M0.1%+3,618.1%0.085%
4/25/2026 Boston Trust Walden Corp1,050,930$69.30M0.6%-2.4%0.760%
4/24/2026 iA Global Asset Management Inc.8,188$540K0.0%+5.1%0.006%
4/24/2026 MQS Management LLC6,022$397K0.3%-7.9%0.004%
4/23/2026 SJS Investment Consulting Inc.440$29K0.0%-43.8%0.000%
4/22/2026 Patton Fund Management Inc.3,688$243K0.0%+8.9%0.003%
4/22/2026 Janney Montgomery Scott LLC190,222$12.54M0.0%+3.4%0.138%
4/22/2026 Pictet Asset Management Holding SA703,108$46.36M0.0%-67.8%0.508%
4/22/2026 Sterling Capital Management LLC3,812$251K0.0%-43.3%0.003%
4/21/2026 GHP Investment Advisors Inc.32,949$2.17M0.1%+8.2%0.024%
4/21/2026 Louisiana State Employees Retirement System5,700$376K0.0%N/A0.004%
4/20/2026 Kestra Private Wealth Services LLC24,972$1.65M0.0%+5.8%0.018%
4/20/2026 Blue Trust Inc.9,203$607K0.0%+4.0%0.007%
4/20/2026 Davis Investment Partners LLC8,291$547K0.2%-2.4%0.006%
4/20/2026 OP Asset Management Ltd15,942$1.05M0.0%N/A0.012%
4/20/2026 Assenagon Asset Management S.A.8,703$574K0.0%-91.8%0.006%
4/18/2026 Faithward Advisors LLC6,140$405K0.1%+30.3%0.004%
4/18/2026 Stonehearth Capital Management LLC3,217$212K0.1%N/A0.002%
4/16/2026 SG Americas Securities LLC159,272$10.50M0.0%-38.6%0.115%
3/17/2026Rockefeller Capital Management L.P.69,332$4.64M0.0%-4.1%0.050%
3/9/2026Corient Private Wealth LLC48,754$3.26M0.0%+44.2%0.035%
3/6/2026 Hsbc Holdings PLC174,440$11.68M0.0%+6.3%0.126%
2/24/2026 Pacer Advisors Inc.9,672$647K0.0%+3.2%0.007%
2/23/2026 Kera Capital Partners Inc.4,566$336K0.0%N/A0.003%
2/19/2026Compound Planning Inc.3,101$207K0.0%N/A0.002%
2/19/2026 Invesco Ltd.4,559,612$304.95M0.0%+0.8%3.275%
2/19/2026Corient Private Wealth LLC152,713$10.21M0.0%+351.7%0.110%
2/18/2026Ameriflex Group Inc.820$55K0.0%-49.8%0.001%
2/18/2026Mercer Global Advisors Inc. ADV36,755$2.46M0.0%+52.8%0.026%
2/18/2026Vident Advisory LLC17,918$1.20M0.0%-2.5%0.013%
2/18/2026State of Tennessee Department of Treasury14,633$1.08M0.0%-2.6%0.011%
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2/18/2026EP Wealth Advisors LLC9,369$627K0.0%N/A0.007%
2/18/2026Mackenzie Financial Corp12,858$869K0.0%-20.4%0.009%
2/18/2026NewEdge Advisors LLC24,227$1.62M0.0%+391.5%0.017%
2/18/2026Empowered Funds LLC18,461$1.24M0.0%N/A0.013%
2/18/2026Voloridge Investment Management LLC522,656$34.96M0.1%+228.4%0.375%
2/18/2026Wellington Management Group LLP344,917$23.07M0.0%N/A0.248%
2/18/2026SummitTX Capital L.P.36,078$2.41M0.1%+308.1%0.026%
2/18/2026Toronto Dominion Bank47,815$3.20M0.0%-2.5%0.034%
2/18/2026Numerai GP LLC13,911$930K0.1%-64.6%0.010%
2/18/2026Millennium Management LLC419,778$28.08M0.0%-33.0%0.301%


AOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 764 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 657 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 27,397,588 shares in the last 24 months. This purchase volume represents approximately $1.85B in transactions.

Of the 306 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. ($2.53M), Fisher Asset Management LLC ($1.79M), Pictet Asset Management Holding SA ($1.75M), Millennium Management LLC ($1.13M), Amundi ($1.02M), State Street Corp ($868.64K), and KBC Group NV ($791.08K).

Institutional investors have sold a total of 20,891,297 shares in the last 24 months. This volume of shares sold represents approximately $1.41B in transactions.



This page (NYSE:AOS) was last updated on 5/14/2026 by MarketBeat.com Staff.
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