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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
308
shares
|
$22,773
0.01% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
304
shares
|
$22,477
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
300
shares
|
$22,182
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
299
shares
|
$22,108
0.0% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
292
shares
|
$21,590
0.0% of portfolio
|
Q2 2025
Added 111.59%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
290
shares
|
$21,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
268
shares
|
$19,815
0.0% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
257
shares
|
$19,002
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$18,485
0.0% of portfolio
|
Q1 2020
Reduced 88.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$18,485
0.0% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
229
shares
|
$16,932
0.0% of portfolio
|
Q1 2025
Reduced 99.18%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
225
shares
|
$16,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
216
shares
|
$15,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
211
shares
|
$15,601
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
210
shares
|
$15,527
0.0% of portfolio
|
Q4 2022
Reduced 2.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
208
shares
|
$15,379
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$14,788
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
199
shares
|
$14,714
0.01% of portfolio
|
Q1 2025
Reduced 38.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
177
shares
|
$13,087
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
176
shares
|
$13,013
0.0% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
172
shares
|
$12,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
170
shares
|
$12,569
0.01% of portfolio
|
Q1 2024
Reduced 22.73%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
164
shares
|
$12,126
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
160
shares
|
$11,830
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
157
shares
|
$11,608
0.01% of portfolio
|
Q4 2023
New holding
|