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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
155
shares
|
$11,460
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
143
shares
|
$10,573
0.0% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
142
shares
|
$10,499
0.0% of portfolio
|
Q1 2025
Added 111.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
138
shares
|
$10,203
0.0% of portfolio
|
Q1 2025
Reduced 98.81%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
135
shares
|
$9,981
0.0% of portfolio
|
Q1 2025
Added 45.16%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
128
shares
|
$9,464
0.0% of portfolio
|
Q2 2025
Added 392.31%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
114
shares
|
$8,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
113
shares
|
$8,355
0.01% of portfolio
|
Q1 2025
Reduced 45.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
112
shares
|
$8,281
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
110
shares
|
$8,133
0.0% of portfolio
|
Q2 2024
Reduced 81.57%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
109
shares
|
$8,059
0.0% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
102
shares
|
$7,541
0.0% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$7,394
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$7,394
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$7,172
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
92
shares
|
$6,802
0.0% of portfolio
|
Q2 2025
Reduced 39.07%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
87
shares
|
$6,432
0.0% of portfolio
|
Q1 2025
Added 8600.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
86
shares
|
$6,358
0.0% of portfolio
|
Q3 2022
Added 21.13%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
85
shares
|
$6,284
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
84
shares
|
$6,210
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
83
shares
|
$6,137
0.0% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
79
shares
|
$5,841
0.0% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
79
shares
|
$5,841
0.0% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
71
shares
|
$5,249
0.01% of portfolio
|
Q1 2025
Reduced 89.68%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$5,101
0.0% of portfolio
|
Q2 2023
New holding
|