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 |
|---|---|---|---|---|---|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
58
shares
|
$4,288
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
57
shares
|
$4,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
55
shares
|
$4,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$3,992
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
52
shares
|
$3,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
50
shares
|
$3,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
49
shares
|
$3,623
0.0% of portfolio
|
Q4 2023
Reduced 34.67%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
42
shares
|
$3,105
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37
shares
|
$2,735
0.0% of portfolio
|
Q3 2023
Added 270.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
36
shares
|
$2,661
0.0% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
36
shares
|
$2,661
0.0% of portfolio
|
Q2 2025
Reduced 75.34%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
34
shares
|
$2,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
29
shares
|
$2,144
0.0% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,478
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
19
shares
|
$1,404
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
15
shares
|
$1,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
15
shares
|
$1,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
13
shares
|
$961
0.0% of portfolio
|
Q1 2025
Added 333.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13
shares
|
$961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
12
shares
|
$887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
12
shares
|
$887
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11
shares
|
$813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
10
shares
|
$739
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10
shares
|
$739
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
9
shares
|
$665
0.0% of portfolio
|
Q1 2025
New holding
|