Smith A O Corp AOS
We take great care to ensure that the data presented and summarized in this overview for SMITH A O CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding AOS
View all-
Vanguard Group Inc Valley Forge, PA14.1MShares$932 Million0.02% of portfolio
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Black Rock Inc. New York, NY8.81MShares$582 Million0.02% of portfolio
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State Street Corp Boston, MA8.04MShares$530 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA4.7MShares$310 Million0.06% of portfolio
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Geode Capital Management, LLC Boston, MA3.7MShares$244 Million0.02% of portfolio
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Select Equity Group, L.P. New York, NY3.34MShares$221 Million1.03% of portfolio
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Impax Asset Management Group PLC3.1MShares$205 Million1.07% of portfolio
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First Trust Advisors LP Wheaton, IL2.62MShares$173 Million0.16% of portfolio
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Pro Share Advisors LLC2.44MShares$161 Million0.39% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.22MShares$146 Million0.06% of portfolio
Latest Institutional Activity in AOS
Top Purchases
Top Sells
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
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Feb 21
2025
|
Samuel M. Carver SVP - Global Operations |
SELL
Bona fide gift
|
Direct |
369
-19.04%
|
-
|
Feb 07
2025
|
James F Stern Exec VP, General Counsel & Sec |
SELL
Payment of exercise price or tax liability
|
Direct |
1,920
-1.61%
|
$124,800
$65.65 P/Share
|
Feb 07
2025
|
James F Stern Exec VP, General Counsel & Sec |
BUY
Exercise of conversion of derivative security
|
Direct |
3,890
+3.16%
|
-
|
Feb 07
2025
|
Kevin J. Wheeler Chairman and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
9,664
-8.76%
|
$628,160
$65.65 P/Share
|
Feb 07
2025
|
Kevin J. Wheeler Chairman and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
20,440
+15.63%
|
-
|
Feb 07
2025
|
Stephanie Melissa Scheppele SVP - CIO |
SELL
Payment of exercise price or tax liability
|
Direct |
686
-17.17%
|
$44,590
$65.65 P/Share
|
Feb 07
2025
|
Stephanie Melissa Scheppele SVP - CIO |
BUY
Exercise of conversion of derivative security
|
Direct |
1,535
+27.76%
|
-
|
Feb 07
2025
|
Darrell W. Schuh SVP; President & GM Lochinvar |
SELL
Payment of exercise price or tax liability
|
Direct |
196
-8.35%
|
$12,740
$65.65 P/Share
|
Feb 07
2025
|
Darrell W. Schuh SVP; President & GM Lochinvar |
BUY
Exercise of conversion of derivative security
|
Direct |
660
+21.96%
|
-
|
Feb 07
2025
|
Benjamin A Otchere Vice President and Controller |
SELL
Payment of exercise price or tax liability
|
Direct |
247
-16.99%
|
$16,055
$65.65 P/Share
|
Feb 07
2025
|
Benjamin A Otchere Vice President and Controller |
BUY
Exercise of conversion of derivative security
|
Direct |
660
+31.22%
|
-
|
Feb 07
2025
|
Charles T Lauber EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
2,597
-6.24%
|
$168,805
$65.65 P/Share
|
Feb 07
2025
|
Charles T Lauber EVP & CFO |
BUY
Exercise of conversion of derivative security
|
Direct |
5,330
+11.36%
|
-
|
Feb 07
2025
|
Stephen D. O'Brien SVP; Pres & General Mngr NAWH |
SELL
Payment of exercise price or tax liability
|
Direct |
496
-15.43%
|
$32,240
$65.65 P/Share
|
Feb 07
2025
|
Stephen D. O'Brien SVP; Pres & General Mngr NAWH |
BUY
Exercise of conversion of derivative security
|
Direct |
1,110
+25.67%
|
-
|
Feb 07
2025
|
Douglas Samuel Karge SVP - President NA Water Treat |
SELL
Open market or private sale
|
Direct |
419
-13.23%
|
$27,235
$65.65 P/Share
|
Feb 07
2025
|
Douglas Samuel Karge SVP - President NA Water Treat |
BUY
Exercise of conversion of derivative security
|
Direct |
800
+20.16%
|
-
|
Feb 07
2025
|
Samuel M. Carver SVP - Global Operations |
SELL
Payment of exercise price or tax liability
|
Direct |
597
-23.55%
|
$38,805
$65.65 P/Share
|
Feb 07
2025
|
Samuel M. Carver SVP - Global Operations |
BUY
Exercise of conversion of derivative security
|
Direct |
1,335
+34.5%
|
-
|
Feb 07
2025
|
Robert J Heideman Senior VP, CTO |
SELL
Open market or private sale
|
Direct |
1,026
-10.35%
|
$66,690
$65.65 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 9.76K shares |
---|---|
Exercise of conversion of derivative security | 238K shares |
Bona fide gift | 10.8K shares |
---|---|
Open market or private sale | 183K shares |
Payment of exercise price or tax liability | 30.6K shares |