A. O. Smith (AOS) Institutional Ownership

$56.63 -0.13 (-0.23%)

As of 10:27 AM Eastern

Current Institutional Ownership Percentage: 76.10%
Number of Institutional Buyers (last 12 months): 425
Total Institutional Inflows (last 12 months): $1.80B

Number of Institutional Sellers (last 12 months): 300
Total Institutional Outflows (last 12 months): $1.28B

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.

AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	22,685	$1.50M	0.0%	-6.4%	0.016%
5/26/2026	Glenmede Trust Co. NA	4,528	$299K	0.0%	+6.1%	0.003%
5/22/2026	Summitry LLC	3,418	$225K	0.0%	N/A	0.002%
5/21/2026	Essential Partners LLC	590	$39K	0.0%	-54.2%	0.000%
5/19/2026	NewEdge Advisors LLC	5,582	$368K	0.0%	-77.0%	0.004%
5/19/2026	Bank of America Corp DE	1,687,887	$111.30M	0.0%	-2.8%	1.225%
5/19/2026	Edgestream Partners L.P.	71,236	$4.70M	0.2%	+473.5%	0.052%
5/19/2026	Janus Henderson Group PLC	50,179	$3.31M	0.0%	-0.5%	0.036%
5/18/2026	Amundi	115,540	$7.62M	0.0%	-86.4%	0.084%
5/18/2026	Parvin Asset Management LLC	14,920	$984K	0.7%	+3.0%	0.011%
Get the Latest News and Ratings for AOS and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for A. O. Smith and its competitors with MarketBeat's FREE daily newsletter.
5/18/2026	Empire Financial Management Company LLC	23,690	$1.56M	0.4%	+6.0%	0.017%
5/18/2026	California State Teachers Retirement System	136,319	$8.99M	0.0%	+27.2%	0.099%
5/18/2026	Royal Bank of Canada	770,141	$50.78M	0.0%	-13.3%	0.559%
5/18/2026	Empowered Funds LLC	31,073	$2.05M	0.0%	+68.3%	0.023%
5/16/2026	The Manufacturers Life Insurance Company	548,510	$36.17M	0.0%	-3.4%	0.398%
5/16/2026	Quantinno Capital Management LP	910,117	$60.01M	0.1%	+70.6%	0.660%
5/16/2026	SummitTX Capital L.P.	42,250	$2.79M	0.1%	+17.1%	0.031%
5/15/2026	Cardiff Park Advisors LLC	8,795	$580K	0.0%	+184.2%	0.006%
5/15/2026	Weiss Asset Management LP	31,815	$2.10M	0.0%	-35.9%	0.023%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	35,063	$2.31M	0.0%	+682.5%	0.025%
5/14/2026	Renaissance Technologies LLC	744,400	$49.09M	0.1%	+17.7%	0.540%
5/14/2026	Gamco Investors INC. ET AL	70,000	$4.62M	0.0%	-0.7%	0.051%
5/14/2026	Morningstar Investment Management LLC	10,461	$690K	0.0%	-15.7%	0.008%
5/14/2026	GC Wealth Management RIA LLC	4,085	$269K	0.0%	-27.0%	0.003%
5/14/2026	Public Employees Retirement System of Ohio	35,808	$2.36M	0.0%	-2.8%	0.026%
5/14/2026	Compound Planning Inc.	3,430	$226K	0.0%	+10.6%	0.002%
5/14/2026	Arrowstreet Capital Limited Partnership	607,354	$40.05M	0.0%	-10.1%	0.441%
5/14/2026	Bank of Nova Scotia	7,646	$504K	0.0%	-74.1%	0.006%
5/14/2026	Sei Investments Co.	1,346,863	$88.81M	0.1%	+0.4%	0.977%
5/14/2026	State of Wyoming	2,691	$177K	0.0%	-76.2%	0.002%
5/13/2026	Cetera Investment Advisers	50,983	$3.36M	0.0%	-2.7%	0.037%
5/13/2026	First Trust Advisors LP	2,168,894	$143.02M	0.1%	+10.4%	1.574%
5/8/2026	PNC Financial Services Group Inc.	37,509	$2.47M	0.0%	+40.1%	0.027%
5/8/2026	Madison Asset Management LLC	1,142,604	$75.34M	0.9%	-5.5%	0.826%
5/7/2026	Florida Financial Advisors LLC	3,484	$230K	0.1%	N/A	0.003%
5/7/2026	Dimensional Fund Advisors LP	1,959,696	$129.20M	0.0%	+3.4%	1.417%
5/7/2026	Parallel Advisors LLC	2,172	$143K	0.0%	+24.4%	0.002%
5/7/2026	KBC Group NV	457,115	$30.14M	0.1%	-25.0%	0.331%
5/7/2026	Regents Gate Capital LLP	263,951	$17.41M	3.7%	+33.6%	0.191%
5/7/2026	Swiss National Bank	224,400	$14.80M	0.0%	-0.4%	0.162%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad) We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it. 👉 Unlock the ticker now and get it completely free.
5/7/2026	Heartland Advisors Inc.	130,710	$8.62M	0.4%	-7.7%	0.095%
5/6/2026	California Public Employees Retirement System	236,011	$15.56M	0.0%	+5.8%	0.171%
5/6/2026	John G Ullman & Associates Inc.	11,100	$732K	0.1%	+14.4%	0.008%
5/6/2026	Kera Capital Partners Inc.	5,477	$361K	0.0%	+20.0%	0.004%
5/6/2026	Assetmark Inc.	2,660	$175K	0.0%	+8.5%	0.002%
5/6/2026	C WorldWide Group Holding A S	124,360	$8.20M	0.2%	+3.7%	0.090%
5/6/2026	Bessemer Group Inc.	3,692	$243K	0.0%	+8.2%	0.003%
5/5/2026	Wealthfront Advisers LLC	15,817	$1.04M	0.0%	-2.5%	0.011%
5/5/2026	Navigation Group LLC	10,811	$713K	0.2%	N/A	0.008%
5/5/2026	Bank of New York Mellon Corp	1,425,759	$94.01M	0.0%	+3.1%	1.031%
5/5/2026	Illinois Municipal Retirement Fund	87,081	$5.74M	0.1%	+60.6%	0.063%
5/5/2026	Sanctuary Advisors LLC	28,305	$1.87M	0.0%	-18.5%	0.020%
5/5/2026	Hillsdale Investment Management Inc.	65,470	$4.32M	0.1%	+4.0%	0.047%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	13,348	$880K	0.0%	+299.3%	0.010%
5/4/2026	State of Michigan Retirement System	29,333	$1.93M	0.0%	-1.0%	0.021%
5/4/2026	Principal Financial Group Inc.	158,616	$10.46M	0.0%	+23.1%	0.115%
5/4/2026	Schwartz Investment Counsel Inc.	517,733	$34.14M	1.2%	+0.5%	0.374%
5/4/2026	Chicago Partners Investment Group LLC	9,384	$608K	0.0%	+41.5%	0.007%
5/4/2026	Arbejdsmarkedets Tillaegspension	387,114	$25.53M	0.6%	+10.6%	0.280%
5/4/2026	Brindle & Bay Financial Advisors LLC	11,396	$751K	0.5%	N/A	0.008%
5/1/2026	Welch & Forbes LLC	579,780	$38.23M	0.5%	-1.0%	0.419%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	26,189	$1.73M	0.0%	-0.7%	0.019%
5/1/2026	Fifth Third Bancorp	47,150	$3.11M	0.0%	+103.7%	0.034%
5/1/2026	Sequoia Financial Advisors LLC	9,369	$618K	0.0%	-16.7%	0.007%
5/1/2026	Kornitzer Capital Management Inc. KS	35,267	$2.33M	0.1%	+0.5%	0.026%
4/30/2026	Hsbc Holdings PLC	188,905	$12.43M	0.0%	+8.3%	0.137%
4/30/2026	First Horizon Corp	1,932	$127K	0.0%	-14.4%	0.001%
4/30/2026	Azzad Asset Management Inc. ADV	27,780	$1.83M	0.2%	-2.3%	0.020%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	72,104	$4.76M	0.0%	+0.6%	0.052%
4/30/2026	CFS Investment Advisory Services LLC	8,238	$534K	0.0%	-2.6%	0.006%
4/29/2026	Childress Capital Advisors LLC	5,323	$351K	0.1%	+24.7%	0.004%
4/29/2026	WealthPLAN Partners LLC	6,364	$420K	0.1%	-40.9%	0.005%
4/29/2026	Resonant Capital Advisors LLC	7,926	$523K	0.0%	N/A	0.006%
4/29/2026	United Asset Strategies Inc.	10,526	$694K	0.1%	+9.8%	0.008%
4/28/2026	Collaborative Fund Advisors LLC	30,438	$2.01M	1.2%	N/A	0.022%
4/28/2026	Abel Hall LLC	3,802	$251K	0.1%	N/A	0.003%
4/28/2026	DGS Capital Management LLC	4,955	$327K	0.1%	N/A	0.004%
4/28/2026	Berger Financial Group Inc	81,929	$5.40M	0.3%	N/A	0.059%
4/28/2026	Revisor Wealth Management LLC	6,130	$404K	0.1%	-6.4%	0.004%
4/28/2026	V Square Quantitative Management LLC	4,353	$287K	0.0%	+5.9%	0.003%
4/28/2026	QRG Capital Management Inc.	3,244	$214K	0.0%	-67.9%	0.002%
4/27/2026	Lafayette Investments Inc.	46,161	$3.04M	0.6%	-3.8%	0.033%
4/27/2026	HB Wealth Management LLC	4,283	$282K	0.0%	-7.2%	0.003%
4/27/2026	PAX Financial Group LLC	3,768	$248K	0.0%	-11.7%	0.003%
4/27/2026	New York State Teachers Retirement System	107,762	$7.11M	0.0%	+1.0%	0.078%
4/27/2026	Private Advisor Group LLC	6,574	$434K	0.0%	+5.8%	0.005%
4/27/2026	Optas LLC	3,696	$244K	0.0%	N/A	0.003%
4/27/2026	Y Intercept Hong Kong Ltd	117,380	$7.74M	0.1%	+3,618.1%	0.085%
4/25/2026	Boston Trust Walden Corp	1,050,930	$69.30M	0.6%	-2.4%	0.760%
4/24/2026	iA Global Asset Management Inc.	8,188	$540K	0.0%	+5.1%	0.006%
Your $29.97 book is free today (Ad) Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account. Normally $29.97. Today it's free. Grab your copy now.
4/24/2026	MQS Management LLC	6,022	$397K	0.3%	-7.9%	0.004%
4/23/2026	SJS Investment Consulting Inc.	440	$29K	0.0%	-43.8%	0.000%
4/22/2026	Patton Fund Management Inc.	3,688	$243K	0.0%	+8.9%	0.003%
4/22/2026	Janney Montgomery Scott LLC	190,222	$12.54M	0.0%	+3.4%	0.138%
4/22/2026	Pictet Asset Management Holding SA	703,108	$46.36M	0.0%	-67.8%	0.508%
4/22/2026	Sterling Capital Management LLC	3,812	$251K	0.0%	-43.3%	0.003%
4/21/2026	GHP Investment Advisors Inc.	32,949	$2.17M	0.1%	+8.2%	0.024%
4/21/2026	Louisiana State Employees Retirement System	5,700	$376K	0.0%	N/A	0.004%
4/20/2026	Kestra Private Wealth Services LLC	24,972	$1.65M	0.0%	+5.8%	0.018%
4/20/2026	Blue Trust Inc.	9,203	$607K	0.0%	+4.0%	0.007%

AOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 762 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 653 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 26,508,442 shares in the last 24 months. This purchase volume represents approximately $1.80B in transactions.

Of the 300 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 18,791,418 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.

Related Companies

This page (NYSE:AOS) was last updated on 6/3/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

A. O. Smith (AOS) Institutional Ownership

AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

AOS Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

A. O. Smith (AOS) Institutional Ownership

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

AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

AOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOS shares?

What percentage of A. O. Smith's stock is owned by institutional investors?

Which institutional investors have been buying A. O. Smith's stock?

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

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

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools