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A. O. Smith (AOS) Institutional Ownership

A. O. Smith logo
$63.09 +0.66 (+1.06%)
As of 08/21/2026 03:58 PM Eastern
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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)
358
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$829.11M
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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
8/20/2026 Wedbush Securities Inc.12,408$778K0.0%+2.3%0.009%
8/20/2026 Greenleaf Trust6,209$389K0.0%+19.2%0.005%
8/19/2026 Mufg Securities Americas Inc.3,372$211K0.0%+8.4%0.002%
8/14/2026 Cullen Capital Management LLC4,701$295K0.0%N/A0.003%
8/11/2026 Madison Asset Management LLC1,466,922$92.01M1.1%N/A1.079%
8/6/2026 Stoneridge Investment Partners LLC9,510$572K0.4%N/A0.007%
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%
6/18/2026 Pacer Advisors Inc.6,383$421K0.0%-34.0%0.005%
6/3/2026 NewEdge Advisors LLC22,685$1.50M0.0%-6.4%0.016%
5/26/2026 Glenmede Trust Co. NA4,528$299K0.0%+6.1%0.003%
5/22/2026 Summitry LLC3,418$225K0.0%N/A0.002%
5/21/2026 Essential Partners LLC590$39K0.0%-54.2%0.000%
5/19/2026 NewEdge Advisors LLC5,582$368K0.0%-77.0%0.004%
5/19/2026 Bank of America Corp DE1,687,887$111.30M0.0%-2.8%1.225%
5/19/2026 Edgestream 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%
5/18/2026 Amundi115,540$7.62M0.0%-86.4%0.084%
5/18/2026 Parvin Asset Management LLC14,920$984K0.7%+3.0%0.011%
5/18/2026 Empire 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%
5/18/2026 Royal Bank of Canada770,141$50.78M0.0%-13.3%0.559%
5/18/2026 Empowered Funds LLC31,073$2.05M0.0%+68.3%0.023%
5/16/2026 The Manufacturers Life Insurance Company548,510$36.17M0.0%-3.4%0.398%
5/16/2026 Quantinno Capital Management LP910,117$60.01M0.1%+70.6%0.660%
5/16/2026 SummitTX Capital L.P.42,250$2.79M0.1%+17.1%0.031%
5/15/2026 Cardiff Park Advisors LLC8,795$580K0.0%+184.2%0.006%
5/15/2026 Weiss Asset Management LP31,815$2.10M0.0%-35.9%0.023%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund35,063$2.31M0.0%+682.5%0.025%
5/14/2026 Renaissance Technologies LLC744,400$49.09M0.1%+17.7%0.540%
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5/14/2026 Gamco 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%
5/14/2026 Public Employees Retirement System of Ohio35,808$2.36M0.0%-2.8%0.026%
5/14/2026 Compound Planning Inc.3,430$226K0.0%+10.6%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership607,354$40.05M0.0%-10.1%0.441%
5/14/2026 Bank of Nova Scotia7,646$504K0.0%-74.1%0.006%
5/14/2026 Sei Investments Co.1,346,863$88.81M0.1%+0.4%0.977%
5/14/2026 State of Wyoming2,691$177K0.0%-76.2%0.002%
5/13/2026 Cetera Investment Advisers50,983$3.36M0.0%-2.7%0.037%
5/13/2026 First 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%
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%
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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%
4/28/2026DGS 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%


AOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 745 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 21,398,821 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Of the 245 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 11,954,557 shares in the last 24 months. This volume of shares sold represents approximately $829.11M 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 8/20/2026. New 13F filings are added each quarter as they're published.
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