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A. O. Smith (AOS) Institutional Ownership

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$70.79 +0.17 (+0.24%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$70.83 +0.04 (+0.06%)
As of 08/8/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for A. O. Smith (NYSE:AOS)

Current
Institutional Ownership
Percentage
76.10%
Number of
Institutional Buyers
(last 12 months)
425
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$1.26B
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AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Rockefeller Capital Management L.P.22,188$1.46M0.0%-70.2%0.016%
8/8/2025Cetera Investment Advisers26,483$1.74M0.0%+4.7%0.019%
8/8/2025Creative Planning53,407$3.50M0.0%-3.5%0.038%
8/8/2025SG Americas Securities LLC71,708$4.70M0.0%+636.5%0.051%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS28,508$1.87M0.0%+5.6%0.020%
8/8/2025ABN Amro Investment Solutions57,420$3.77M0.1%N/A0.041%
8/8/2025Impax Asset Management Group plc4,692,302$307.67M1.8%-9.6%3.349%
8/8/2025Police & Firemen s Retirement System of New Jersey44,132$2.89M0.0%+2.4%0.031%
8/8/2025Geode Capital Management LLC3,511,273$229.86M0.0%-1.2%2.506%
8/8/2025PNC Financial Services Group Inc.26,189$1.72M0.0%-11.0%0.019%
8/8/2025United Asset Strategies Inc.8,905$584K0.0%-6.9%0.006%
8/8/2025denkapparat Operations GmbH5,142$337K0.3%N/A0.004%
8/8/2025KBC Group NV1,080,859$70.87M0.2%-35.0%0.771%
8/8/2025SBI Securities Co. Ltd.7,232$474K0.0%-2.0%0.005%
8/7/2025 Boston Partners86,122$5.65M0.0%-13.5%0.061%
8/7/2025 Robeco Schweiz AG293,637$19.25M0.4%-7.3%0.210%
8/7/2025 Allworth Financial LP698$46K0.0%+133.4%0.000%
8/7/2025 ProShare Advisors LLC2,500,230$163.94M0.3%+3.3%1.784%
8/7/2025 King Luther Capital Management Corp36,400$2.39M0.0%-11.9%0.026%
8/7/2025 Campbell & CO Investment Adviser LLC53,469$3.51M0.2%+428.6%0.038%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.105,870$6.94M0.0%N/A0.076%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.198,155$12.99M0.0%-29.9%0.141%
8/7/2025Aviva PLC7,173$470K0.0%-21.2%0.005%
8/6/2025 Prospera Financial Services Inc3,056$200K0.0%N/A0.002%
8/6/2025 True Wealth Design LLC445$29K0.0%+44,400.0%0.000%
8/6/2025Summit Investment Advisors Inc.11,765$769K0.6%+1.7%0.008%
8/6/2025 Fox Run Management L.L.C.28,578$1.87M0.3%+43.4%0.020%
8/6/2025 Wedbush Securities Inc.10,670$700K0.0%+20.5%0.008%
8/6/2025 Savant Capital LLC4,839$317K0.0%+18.0%0.003%
8/6/2025 Eukles Asset Management29,004$1.90M0.8%-1.9%0.021%
8/6/2025 C WorldWide Group Holding A S126,452$8.29M0.1%-1.0%0.090%
8/6/2025 Anchor Capital Advisors LLC14,524$952K0.0%-97.1%0.010%
8/6/2025 Resona Asset Management Co. Ltd.29,864$1.96M0.0%-53.5%0.021%
8/6/2025 First Horizon Advisors Inc.4,031$264K0.0%+10.8%0.003%
8/5/2025 Advisors Preferred LLC5,592$379K0.1%N/A0.004%
8/5/2025 Bank of New York Mellon Corp1,048,905$68.78M0.0%-12.5%0.749%
8/5/2025 Bank of Montreal Can103,246$6.77M0.0%-13.3%0.074%
8/5/2025 South Dakota Investment Council2,700$177K0.0%+92.9%0.002%
8/5/2025 State of Michigan Retirement System31,633$2.07M0.0%-6.5%0.023%
8/5/2025 iA Global Asset Management Inc.9,558$627K0.0%-60.5%0.007%
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8/5/2025 Versor Investments LP10,253$672K0.1%N/A0.007%
8/5/2025 Welch & Forbes LLC596,244$39.10M0.5%+0.6%0.425%
8/5/2025 GHP Investment Advisors Inc.28,117$1.84M0.1%+2.0%0.020%
8/4/2025 IFG Advisory LLC25,380$1.66M0.1%+3.4%0.018%
8/4/2025 Simon Quick Advisors LLC6,962$457K0.0%+14.8%0.005%
8/4/2025 Amalgamated Bank22,756$1.49M0.0%-1.6%0.016%
8/4/2025 Atria Investments Inc21,023$1.38M0.0%-23.1%0.015%
8/4/2025 Retirement Systems of Alabama24,943$1.64M0.0%-1.7%0.018%
8/4/2025 Assetmark Inc.728$48K0.0%+217.9%0.001%
8/4/2025 HBK Sorce Advisory LLC7,893$518K0.0%-4.7%0.006%
8/4/2025 Daymark Wealth Partners LLC6,108$401K0.0%-4.6%0.004%
8/1/2025 Mizuho Markets Americas LLC3,799$249K0.0%-78.6%0.003%
8/1/2025 New York Life Investment Management LLC15,601$1.02M0.0%-45.5%0.011%
8/1/2025 Teacher Retirement System of Texas28,832$1.89M0.0%+64.4%0.020%
8/1/2025 Y Intercept Hong Kong Ltd143,523$9.41M0.2%N/A0.101%
8/1/2025 Bessemer Group Inc.3,885$255K0.0%-51.2%0.003%
8/1/2025 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group12,961$850K0.5%-17.0%0.009%
8/1/2025 Envestnet Asset Management Inc.399,266$26.18M0.0%-0.7%0.281%
7/31/2025 Nisa Investment Advisors LLC48,115$3.16M0.0%-10.9%0.034%
7/31/2025 Wealthfront Advisers LLC16,051$1.05M0.0%-5.0%0.011%
7/31/2025 Oppenheimer Asset Management Inc.15,936$1.05M0.0%N/A0.011%
7/31/2025 Kornitzer Capital Management Inc. KS37,500$2.46M0.0%+1.7%0.026%
7/31/2025 State of New Jersey Common Pension Fund D36,064$2.37M0.0%-5.1%0.025%
7/31/2025 AlphaQuest LLC38,583$2.53M0.2%+1,118.7%0.027%
7/31/2025 Sumitomo Mitsui Trust Group Inc.76,773$5.03M0.0%-75.0%0.054%
7/31/2025 Asset Management One Co. Ltd.4,266$280K0.0%-91.1%0.003%
7/30/2025 Ethic Inc.6,752$443K0.0%-6.4%0.005%
7/30/2025 D.A. Davidson & CO.8,999$590K0.0%-8.8%0.006%
7/30/2025 Legacy Wealth Asset Management LLC6,991$458K0.1%N/A0.005%
7/30/2025 Schwartz Investment Counsel Inc.590,333$38.71M1.3%+4.5%0.415%
7/30/2025 Lafayette Investments Inc.51,923$3.41M0.7%+0.8%0.037%
7/30/2025 Securian Asset Management Inc.5,951$390K0.0%-3.3%0.004%
7/30/2025 DekaBank Deutsche Girozentrale128,054$8.41M0.0%-0.8%0.090%
7/29/2025 Beverly Hills Private Wealth LLC5,312$348K0.1%-9.1%0.004%
7/29/2025 Chicago Partners Investment Group LLC3,846$275K0.0%+6.9%0.003%
7/29/2025 Mutual of America Capital Management LLC13,333$874K0.0%-2.9%0.009%
7/29/2025 Stanley Laman Group Ltd.39,439$2.59M0.4%-8.3%0.028%
7/29/2025 Chevy Chase Trust Holdings LLC61,398$4.03M0.0%-0.9%0.043%
7/29/2025 Private Trust Co. NA1,037$68K0.0%-12.2%0.001%
7/29/2025 Nordea Investment Management AB52,327$3.42M0.0%+32.7%0.037%
7/28/2025 WealthPLAN Partners LLC11,922$782K0.1%-39.9%0.008%
7/28/2025 WealthPlan Investment Management LLC44,918$2.95M0.2%+21.5%0.032%
7/28/2025 Patten & Patten Inc. TN136,434$8.95M0.6%-26.5%0.096%
7/28/2025 Boston Trust Walden Corp822,774$53.95M0.4%+4.5%0.579%
7/28/2025 TD Asset Management Inc21,042$1.38M0.0%-34.1%0.015%
7/25/2025 Astoria Portfolio Advisors LLC.2,985$196K0.1%N/A0.002%
7/25/2025 Sequoia Financial Advisors LLC5,888$386K0.0%N/A0.004%
7/25/2025 Vest Financial LLC896,860$58.81M0.8%+9.4%0.631%
7/25/2025 Yousif Capital Management LLC112,645$7.39M0.1%-0.6%0.079%
7/25/2025 Allspring Global Investments Holdings LLC5,209$353K0.0%-5.8%0.004%
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7/25/2025 CWM LLC12,789$839K0.0%+52.7%0.009%
7/25/2025 Vanguard Personalized Indexing Management LLC20,957$1.37M0.0%+2.5%0.015%
7/25/2025 Johnson Investment Counsel Inc.43,644$2.86M0.0%+0.8%0.031%
7/24/2025 Inspire Investing LLC17,473$1.15M0.1%-3.3%0.012%
7/24/2025 Aberdeen Group plc7,263$476K0.0%-17.5%0.005%
7/24/2025 Blue Trust Inc.8,804$577K0.0%+7.0%0.006%
7/24/2025 Thompson Investment Management Inc.51,837$3.40M0.5%-1.3%0.036%
7/24/2025 IFP Advisors Inc2,285$150K0.0%-58.6%0.002%
7/24/2025 US Bancorp DE15,662$1.03M0.0%-4.1%0.011%
7/23/2025 KLP Kapitalforvaltning AS24,700$1.62M0.0%-34.7%0.017%
(Data available from 1/1/2016 forward)

AOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOS shares?

During the previous two years, 706 institutional investors and hedge funds held shares of A. O. Smith. The most heavily invested institutionals were Vanguard Group Inc. ($941.46M), State Street Corp ($693.63M), BlackRock Inc. ($658.73M), Invesco Ltd. ($327.55M), Impax Asset Management Group plc ($307.67M), Geode Capital Management LLC ($229.86M), and First Trust Advisors LP ($178.59M).Learn more on A. O. Smith's institutional investors.

What percentage of A. O. Smith's stock is owned by institutional investors?

76.10% of A. O. Smith's stock is owned by institutional investors. Learn more on AOS's institutional investor holdings.

Which institutional investors have been buying A. O. Smith's stock?

Of the 583 institutional investors that purchased A. O. Smith's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sarasin & Partners LLP ($2.94M), Norges Bank ($2.72M), Impax Asset Management Group plc ($2.17M), Invesco Ltd. ($1.44M), American Century Companies Inc. ($1.26M), KBC Group NV ($994.78K), and Schroder Investment Management Group ($603.17K).

How much institutional buying is happening at A. O. Smith?

Institutional investors have bought a total of 26,840,668 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Which of A. O. Smith's major shareholders have been selling company stock?

Of the 301 institutional investors that sold A. O. Smith's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($3.41M), Ameriprise Financial Inc. ($967.93K), Caisse DE Depot ET Placement DU Quebec ($744.02K), Impax Asset Management Group plc ($643.34K), Anchor Capital Advisors LLC ($609.28K), KBC Group NV ($581.92K), and Mitsubishi UFJ Trust & Banking Corp ($502.72K).

How much institutional selling is happening at A. O. Smith?

Institutional investors have sold a total of 18,022,522 shares in the last 24 months. This volume of shares sold represents approximately $1.24B in transactions.



This page (NYSE:AOS) was last updated on 8/9/2025 by MarketBeat.com Staff
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