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 732 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 $7.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
10
shares
|
$711
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9
shares
|
$639
0.0% of portfolio
|
Q2 2024
Reduced 83.02%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
9
shares
|
$639
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
9
shares
|
$639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
7
shares
|
$497
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7
shares
|
$497
0.0% of portfolio
|
Q2 2025
Reduced 84.78%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7
shares
|
$497
0.0% of portfolio
|
Q1 2025
Reduced 92.39%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
7
shares
|
$497
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
7
shares
|
$497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
7
shares
|
$497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6
shares
|
$426
0.0% of portfolio
|
Q3 2024
Reduced 72.73%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$426
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5
shares
|
$355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
5
shares
|
$355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5
shares
|
$355
0.0% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
4
shares
|
$284
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
4
shares
|
$284
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4
shares
|
$284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3
shares
|
$213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q1 2025
Reduced 85.71%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q1 2025
New holding
|