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A. O. Smith (AOS) Institutional Ownership

A. O. Smith logo
$65.11 +0.61 (+0.95%)
As of 04/14/2025 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
76.10%
Number of
Institutional Buyers
(last 12 months)
364
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
273
Total
Institutional Outflows
(last 12 months)
$830.09M
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AOS Institutional Buying and Selling by Quarter

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A. O. Smith Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Bank of New Hampshire731$48K0.0%-24.4%0.001%
4/14/2025Wedmont Private Capital3,226$208K0.0%N/A0.002%
4/11/2025Gateway Investment Advisers LLC6,587$431K0.0%+10.2%0.005%
4/11/2025Atwater Malick LLC115,723$7.56M2.6%+3.7%0.080%
4/11/2025Vest Financial LLC820,150$53.61M0.8%+6.6%0.570%
4/11/2025Annex Advisory Services LLC10,616$694K0.0%-95.4%0.007%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,796$379K0.1%+4,463.8%0.004%
4/10/2025 Unigestion Holding SA53,685$3.51M0.2%-50.3%0.037%
4/10/2025 Whipplewood Advisors LLC2,400$157K0.0%+6,566.7%0.002%
4/9/2025 Lbmc Investment Advisors LLC52,918$3.46M0.3%-9.7%0.037%
4/9/2025 Sarasin & Partners LLP876,837$57.31M0.6%N/A0.609%
4/9/2025 American National Bank & Trust8,749$572K0.1%-54.6%0.006%
4/9/2025 Czech National Bank27,123$1.77M0.0%+5.0%0.019%
4/8/2025 Legacy Financial Strategies LLC39,896$2.61M0.6%+2.7%0.028%
4/8/2025 Parallel Advisors LLC1,571$103K0.0%+40.4%0.001%
4/3/2025 Versant Capital Management Inc3,148$206K0.0%+2,197.8%0.002%
4/1/2025 Confluence Investment Management LLC330,819$21.62M0.3%+25.2%0.230%
4/1/2025 MassMutual Private Wealth & Trust FSB227,366$14.86M0.4%+6.6%0.158%
3/21/2025Fairtree Asset Management Pty Ltd7,550$515K0.5%N/A0.005%
3/18/2025California State Teachers Retirement System186,038$12.69M0.0%-3.7%0.129%
3/10/2025Mattson Financial Services LLC6,840$467K0.1%N/A0.005%
3/4/2025Siemens Fonds Invest GmbH3,496$255K0.0%+52.9%0.002%
3/3/2025Cim LLC41,174$2.81M0.4%+1.3%0.029%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH148,750$10.15M0.0%N/A0.103%
2/20/2025Mackenzie Financial Corp14,478$988K0.0%-3.7%0.010%
2/20/2025Revisor Wealth Management LLC3,002$204K0.2%-26.5%0.002%
2/19/2025Toronto Dominion Bank63,845$4.36M0.0%+7.5%0.044%
2/19/2025Public Employees Retirement System of Ohio57,045$3.89M0.0%-1.8%0.039%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC670,436$45.73M0.0%-3.9%0.462%
2/17/2025Voloridge Investment Management LLC627,282$42.79M0.2%+242.8%0.433%
2/17/2025Worldquant Millennium Advisors LLC57,312$3.91M0.0%+924.7%0.040%
2/17/2025Vident Advisory LLC41,437$2.83M0.0%-4.6%0.029%
2/17/2025Sone Capital Management LLC39,658$2.71M0.3%N/A0.027%
2/17/2025Squarepoint Ops LLC343,692$23.44M0.0%+360.0%0.237%
2/17/2025Twinbeech Capital LP167,613$11.43M0.2%N/A0.116%
2/17/2025Two Sigma Advisers LP40,000$2.73M0.0%-11.9%0.028%
2/17/2025Tidal Investments LLC21,730$1.48M0.0%+55.7%0.015%
2/17/2025State of Wyoming4,188$286K0.0%N/A0.003%
2/17/2025Toronto Dominion Bank63,845$4.36M0.0%+7.5%0.044%
2/17/2025Select Equity Group L.P.3,342,818$228.01M0.9%-20.8%2.306%
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2/17/2025Snowden Capital Advisors LLC7,280$497K0.0%+5.0%0.005%
2/17/2025Siemens Fonds Invest GmbH3,496$255K0.0%+52.9%0.002%
2/17/2025Shell Asset Management Co.6,085$415K0.0%-26.9%0.004%
2/17/2025Sherbrooke Park Advisers LLC4,433$302K0.1%N/A0.003%
2/17/2025Royal Bank of Canada529,309$36.11M0.0%-7.1%0.365%
2/17/2025Rafferty Asset Management LLC11,129$759K0.0%+10.6%0.008%
2/17/2025ProShare Advisors LLC2,444,338$166.73M0.4%+10.7%1.686%
2/17/2025Quantinno Capital Management LP58,489$3.99M0.0%+162.8%0.040%
2/17/2025Mufg Securities Americas Inc.1,759$120K0.0%N/A0.001%
2/17/2025Paradoxiom Capital L.P.75,701$5.16M2.1%N/A0.052%
2/17/2025Man Group plc151,182$10.31M0.0%+82.2%0.104%
2/17/2025Nomura Holdings Inc.25,122$1.71M0.0%+59.5%0.017%
2/17/2025Nuveen Asset Management LLC309,549$21.11M0.0%-35.3%0.213%
2/17/2025Numerai GP LLC27,671$1.89M0.5%N/A0.019%
2/17/2025Occudo Quantitative Strategies LP3,455$236K0.0%N/A0.002%
2/17/2025OMERS ADMINISTRATION Corp22,510$1.54M0.0%-19.8%0.016%
2/17/2025Millennium Management LLC547,410$37.34M0.0%+133.0%0.378%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,963$4.16M0.0%+139.8%0.042%
2/17/2025Lionshead Wealth Management LLC10,143$692K0.5%N/A0.007%
2/17/2025Janus Henderson Group PLC12,975$885K0.0%-7.3%0.009%
2/17/2025Gotham Asset Management LLC55,617$3.79M0.0%+150.2%0.038%
2/17/2025Focus Partners Wealth5,606$382K0.0%+107.7%0.004%
2/17/2025Foyston Gordon & Payne Inc59,511$4.06M1.1%+1.3%0.041%
2/17/2025Ethic Inc.11,131$759K0.0%-39.9%0.008%
2/17/2025Ensign Peak Advisors Inc172,721$11.78M0.0%-47.6%0.119%
2/17/2025First Manhattan CO. LLC.3,592$245K0.0%-17.4%0.002%
2/17/2025FORA Capital LLC27,147$1.85M0.2%+233.9%0.019%
2/17/2025D. E. Shaw & Co. Inc.392,463$26.77M0.0%+16.6%0.271%
2/17/2025Deutsche Bank AG738,103$50.35M0.0%+22.0%0.509%
2/17/2025Cresset Asset Management LLC86,649$5.91M0.0%-15.5%0.060%
2/17/2025Crestline Management LP41,482$2.83M0.1%+911.3%0.029%
2/17/2025Cetera Investment Advisers27,307$1.86M0.0%+1.2%0.019%
2/17/2025Centiva Capital LP30,639$2.09M0.0%N/A0.021%
2/17/2025Caxton Associates LP31,070$2.12M0.1%+8.3%0.021%
2/17/2025Beverly Hills Private Wealth LLC5,671$387K0.1%-13.5%0.004%
2/17/2025Bank of America Corp DE1,719,547$117.29M0.0%-10.7%1.186%
2/17/2025Benjamin Edwards Inc.72,789$4.97M0.1%-5.9%0.050%
2/17/2025BLI Banque de Luxembourg Investments97,600$6.64M0.2%N/A0.067%
2/17/2025BNP Paribas Financial Markets325,608$22.21M0.0%+65.4%0.225%
2/17/2025Ameriprise Financial Inc.91,930$6.27M0.0%-91.3%0.063%
2/17/2025Aptus Capital Advisors LLC4,864$332K0.0%N/A0.003%
2/17/2025Arrowroot Family Office LLC3,014$206K0.1%N/A0.002%
2/17/2025AXA S.A.19,005$1.30M0.0%N/A0.013%
2/14/2025Mercer Global Advisors Inc. ADV14,520$990K0.0%-32.6%0.010%
2/14/2025Cypress Advisory Group LLC9,920$677K0.6%N/A0.007%
2/14/2025Caisse DE Depot ET Placement DU Quebec534,670$36.47M0.1%-29.8%0.369%
2/14/2025Voleon Capital Management LP3,146$215K0.0%N/A0.002%
2/14/2025Schonfeld Strategic Advisors LLC3,291$224K0.0%-96.2%0.002%
2/14/2025AQR Capital Management LLC423,137$28.86M0.0%+11.7%0.292%
2/14/2025Lido Advisors LLC10,583$722K0.0%+3.3%0.007%
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2/14/2025Northern Trust Corp1,475,503$100.64M0.0%+22.0%1.018%
2/14/2025The Manufacturers Life Insurance Company 94,261$6.43M0.0%-3.2%0.065%
2/14/2025Beacon Pointe Advisors LLC11,180$763K0.0%-82.5%0.008%
2/14/2025Public Employees Retirement Association of Colorado11,346$774K0.0%-5.3%0.008%
2/14/2025Quarry LP7,028$479K0.1%N/A0.005%
2/14/2025Earnest Partners LLC2,058,731$140.43M0.6%+3.6%1.420%
2/14/2025Aquatic Capital Management LLC17,380$1.19M0.0%-14.4%0.012%
2/14/2025Oxford Asset Management LLP19,670$1.34M0.7%N/A0.014%
2/14/2025Coldstream Capital Management Inc.4,511$308K0.0%+19.1%0.003%
2/14/2025Nebula Research & Development LLC11,444$781K0.1%+23.7%0.008%
(Data available from 1/1/2016 forward)

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AOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOS shares?

During the previous two years, 656 institutional investors and hedge funds held shares of A. O. Smith. The most heavily invested institutionals were Vanguard Group Inc. ($962.99M), State Street Corp ($693.63M), BlackRock Inc. ($658.73M), Invesco Ltd. ($320.88M), Geode Capital Management LLC ($251.75M), Select Equity Group L.P. ($228.01M), and Impax Asset Management Group plc ($211.60M).Learn more on AOS's institutional investors.

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

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

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

Of the 535 institutional investors that purchased A. O. Smith stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($8.14M), Norges Bank ($2.72M), Sarasin & Partners LLP ($1.75M), Fisher Asset Management LLC ($1.49M), Invesco Ltd. ($1.13M), KBC Group NV ($992.33K), and Wellington Management Group LLP ($837.46K).

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

Institutional investors have bought a total of 38,403,745 shares in the last 24 months. This purchase volume represents approximately $2.84B in transactions.

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

Of the 376 institutional investors that sold A. O. Smith stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ProShare Advisors LLC ($1.47M), State Street Corp ($1.11M), Wellington Management Group LLP ($1.06M), Ameriprise Financial Inc. ($1.02M), Brown Brothers Harriman & Co. ($939.06K), Select Equity Group L.P. ($877.97K), and Impax Asset Management Group plc ($769.33K).

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

Institutional investors have sold a total of 23,375,164 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.



This page (NYSE:AOS) was last updated on 4/15/2025 by MarketBeat.com Staff
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