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 718 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 $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$18,280
0.0% of portfolio
|
Q1 2020
Reduced 88.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
248
shares
|
$18,133
0.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
226
shares
|
$16,525
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
214
shares
|
$15,647
0.0% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
210
shares
|
$15,355
0.0% of portfolio
|
Q4 2022
Reduced 2.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
208
shares
|
$15,208
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$14,624
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
194
shares
|
$14,185
0.0% of portfolio
|
Q2 2025
Added 43.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
177
shares
|
$12,942
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
172
shares
|
$12,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
170
shares
|
$12,430
0.01% of portfolio
|
Q1 2024
Reduced 22.73%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
164
shares
|
$11,991
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
160
shares
|
$11,699
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
157
shares
|
$11,479
0.0% of portfolio
|
Q2 2025
Reduced 93.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
151
shares
|
$11,041
0.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
143
shares
|
$10,456
0.0% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
142
shares
|
$10,383
0.0% of portfolio
|
Q1 2025
Added 111.94%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
128
shares
|
$9,359
0.0% of portfolio
|
Q2 2025
Added 392.31%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
119
shares
|
$8,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
113
shares
|
$8,262
0.01% of portfolio
|
Q1 2025
Reduced 45.15%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
110
shares
|
$8,043
0.0% of portfolio
|
Q2 2024
Reduced 81.57%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
107
shares
|
$7,823
0.0% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
102
shares
|
$7,458
0.0% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$7,312
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$7,092
0.0% of portfolio
|
Q3 2023
New holding
|