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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
95
shares
|
$6,946
0.0% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
93
shares
|
$6,800
0.0% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
92
shares
|
$6,727
0.0% of portfolio
|
Q2 2025
Reduced 39.07%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
90
shares
|
$6,580
0.0% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
86
shares
|
$6,288
0.0% of portfolio
|
Q3 2022
Added 21.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
82
shares
|
$5,995
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
79
shares
|
$5,776
0.0% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
78
shares
|
$5,703
0.0% of portfolio
|
Q2 2025
Reduced 92.03%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
76
shares
|
$5,557
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
72
shares
|
$5,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$5,045
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
65
shares
|
$4,752
0.0% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
64
shares
|
$4,679
0.0% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
58
shares
|
$4,240
0.0% of portfolio
|
Q2 2025
Added 70.59%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
57
shares
|
$4,167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
55
shares
|
$4,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$3,948
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
52
shares
|
$3,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
49
shares
|
$3,582
0.0% of portfolio
|
Q4 2023
Reduced 34.67%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
40
shares
|
$2,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37
shares
|
$2,705
0.0% of portfolio
|
Q3 2023
Added 270.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
36
shares
|
$2,632
0.0% of portfolio
|
Q2 2025
Reduced 98.5%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
36
shares
|
$2,632
0.0% of portfolio
|
Q2 2025
Reduced 75.34%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
35
shares
|
$2,559
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
30
shares
|
$2,193
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|