Institutional shares held 112 Million
837K calls
252K puts
Total value of holdings $7.36B
$55.2M calls
$16.6M puts
Market Cap $8.37B
126,870,000 Shares Out.
Institutional ownership 87.89%
# of Institutions 694


Latest Institutional Activity in AOS

Top Purchases

Q4 2024
Norges Bank Shares Held: 1.41M ($93M)
Q4 2024
Invesco Ltd. Shares Held: 4.7M ($310M)
Q4 2024
Ubs Group Ag Shares Held: 1.25M ($82.2M)
Q4 2024
Kbc Group Nv Shares Held: 1.65M ($109M)
Q4 2024
Voloridge Investment Management, LLC Shares Held: 627K ($41.4M)

Top Sells

Q4 2024
Macquarie Group LTD Shares Held: 24.7K ($1.63M)
Q4 2024
Ameriprise Financial Inc Shares Held: 91.9K ($6.07M)
Q4 2024
Select Equity Group, L.P. Shares Held: 3.34M ($221M)
Q4 2024
Mitsubishi Ufj Trust & Banking Corp Shares Held: 60.3K ($3.98M)
Q4 2024
C World Wide Group Holding A Shares Held: 128K ($8.45M)

About AOS

A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and motels, office buildings, laundries, car washes, and small businesses; commercial boilers for hospitals, schools, hotels, and other large commercial buildings, as well as residential boilers for homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, on-the-go filtration bottles, point-of-use carbon, and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides food and beverage filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and heat pumps, electric wall-hung, gas tankless, combi-boiler, heat pump and solar water heaters. The company offers its products primarily under the A. O. Smith, State, Lochinvar, and water softener brands. It distributes its products through independent wholesale plumbing distributors, as well as through retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce, as well as other online retailers. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.


Insider Transactions at AOS

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
248K Shares
From 17 Insiders
Grant, award, or other acquisition 9.76K shares
Exercise of conversion of derivative security 238K shares
Sell / Disposition
225K Shares
From 17 Insiders
Bona fide gift 10.8K shares
Open market or private sale 183K shares
Payment of exercise price or tax liability 30.6K shares

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