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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
7
shares
|
$511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7
shares
|
$511
0.0% of portfolio
|
Q2 2025
Reduced 84.78%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
7
shares
|
$511
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
7
shares
|
$511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
7
shares
|
$511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
7
shares
|
$511
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$438
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
5
shares
|
$365
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
5
shares
|
$365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
4
shares
|
$292
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
3
shares
|
$219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
3
shares
|
$219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
3
shares
|
$219
0.0% of portfolio
|
Q2 2025
Reduced 89.66%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2
shares
|
$146
0.0% of portfolio
|
Q2 2025
Reduced 97.18%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2
shares
|
$146
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|