Institutional Ownership Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS). We have compiled data on the 730 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $7.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
3,450
shares
|
$255,093
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,422
shares
|
$253,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,412
shares
|
$252,283
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
3,411
shares
|
$252,209
0.15% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,388
shares
|
$250,508
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,365
shares
|
$248,808
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
3,342
shares
|
$247,107
0.0% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,307
shares
|
$244,519
0.01% of portfolio
|
Q1 2025
Added 210.81%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
3,252
shares
|
$240,452
0.08% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,250
shares
|
$240,305
0.01% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
3,246
shares
|
$240,009
0.0% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,221
shares
|
$238,160
0.01% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
3,207
shares
|
$237,125
0.0% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,201
shares
|
$236,681
0.0% of portfolio
|
Q1 2025
Added 166.75%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
3,187
shares
|
$235,646
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
3,185
shares
|
$235,498
0.0% of portfolio
|
Q2 2025
Reduced 77.17%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,171
shares
|
$234,463
0.0% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
3,168
shares
|
$234,241
0.06% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,166
shares
|
$234,094
0.02% of portfolio
|
Q1 2025
Reduced 83.39%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
3,149
shares
|
$232,837
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
3,146
shares
|
$232,615
0.0% of portfolio
|
Q1 2025
Reduced 96.12%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,141
shares
|
$232,245
0.01% of portfolio
|
Q2 2025
Reduced 70.41%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,108
shares
|
$229,805
0.02% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,061
shares
|
$226,330
0.0% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
3,053
shares
|
$225,738
0.11% of portfolio
|
Q1 2025
Reduced 9.78%
|