SMITH A O CORP (AOS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
567
Reporting holders
$7.8B
Reported value
0.9%
Held as options
-27
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $653.4M | 10,417,815 | 0.03% | 31q | +31.4%+$156.0M |
| BlackRock, Inc. | $505.3M | 8,056,801 | 0.01% | 8q | +9.5%+$43.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $457.0M | 7,286,250 | 0.01% | 2q | -0.6%-$3.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $442.3M | 7,051,327 | 0.02% | 2q | -0.7%-$3.0M |
| STATE STREET CORP | $412.8M | 6,581,486 | 0.01% | 31q | +14.3%+$51.6M |
| Invesco Ltd. | $347.2M | 5,535,312 | 0.03% | 31q | +17.0%+$50.5M |
| AMERICAN CENTURY COMPANIES INC | $296.4M | 4,726,410 | 0.13% | 28q | +12.1%+$32.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $233.7M | 3,731,320 | 0.01% | 31q | -5.3%-$13.0M |
| Impax Asset Management Group plc | $176.5M | 2,813,713 | 1.15% | 22q | -34.2%-$91.9M |
| MORGAN STANLEY | $170.4M | 2,717,566 | 0.01% | 35q | -24.1%-$54.1M |
| ProShare Advisors LLC | $157.1M | 2,504,555 | 0.23% | 31q | +8.4%+$12.2M |
| UBS Group AG | $155.1M | 2,473,535 | 0.02% | 31q | +168.4%+$97.3M |
| FIRST TRUST ADVISORS LP | $144.3M | 2,301,289 | 0.08% | 31q | +6.1%+$8.3M |
| DIMENSIONAL FUND ADVISORS LP | $127.7M | 2,035,643 | 0.02% | 31q | +3.9%+$4.8M |
| EARNEST PARTNERS LLC | $123.7M | 1,971,613 | 0.45% | 31q | -2.7%-$3.5M |
| BANK OF AMERICA CORP /DE/ | $97.2M | 1,550,110 | 0.01% | 31q | -8.2%-$8.6M |
| 1832 Asset Management L.P. | $92.1M | 1,468,113 | 0.05% | 28q | +17.8%+$13.9M |
| Madison Asset Management, LLC | $92.0M | 1,466,922 | 1.10% | 3q | +28.4%+$20.3M |
| NORGES BANK | $91.2M | 1,454,608 | 0.01% | 32q | HELD |
| Bank of New York Mellon Corp | $89.3M | 1,424,185 | 0.01% | 31q | HELD |
| River Road Asset Management, LLC | $84.5M | 1,346,882 | 0.94% | new | NEW |
| SEI INVESTMENTS CO | $83.5M | 1,331,425 | 0.07% | 31q | -1.1%-$968.3K |
| Talaria Asset Management Pty Ltd | $75.3M | 1,200,700 | 16.12% | 2q | +53.2%+$26.1M |
| NORTHERN TRUST CORP | $73.6M | 1,173,521 | 0.01% | 31q | -0.6%-$446.4K |
| GOLDMAN SACHS GROUP INC | $72.2M | 1,151,766 | 0.01% | 31q | -3.5%-$2.6M |
| AQR CAPITAL MANAGEMENT LLC | $71.5M | 1,155,730 | 0.02% | 31q | +18.2%+$11.0M |
| Sarasin & Partners LLP | $70.4M | 1,122,769 | 0.82% | 6q | -6.5%-$4.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.3M | 1,088,733 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $68.3M | 1,088,733 | 0.01% | new | NEW |
| Gates Capital Management, Inc. | $64.6M | 1,030,321 | 1.55% | 2q | -5.3%-$3.6M |
| Caisse de depot et placement du Quebec | $64.2M | 1,023,372 | 0.09% | 10q | +12.8%+$7.3M |
| JONES FINANCIAL COMPANIES LLLP | $62.7M | 1,015,428 | 0.03% | 12q | -4.8%-$3.2M |
| Assenagon Asset Management S.A. | $61.4M | 978,528 | 0.04% | 8q | +11143.6%+$60.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $58.2M | 928,489 | 0.12% | 31q | -6.2%-$3.9M |
| WELLS FARGO & COMPANY/MN | $55.2M | 879,330 | 0.01% | 31q | -40.1%-$36.9M |
| Vest Financial, LLC | $53.7M | 855,748 | 0.56% | 23q | +4.9%+$2.5M |
| Gotham Asset Management, LLC | $48.0M | 765,609 | 0.11% | 23q | +165.7%+$29.9M |
| ROYAL BANK OF CANADA | $41.2M | 656,525 | 0.01% | 31q | -14.8%-$7.1M |
| VANGUARD FIDUCIARY TRUST CO | $39.4M | 627,597 | 0.01% | 2q | -0.8%-$330.5K |
| Boston Trust Walden Corp | $36.9M | 587,999 | 0.28% | 28q | -44.0%-$29.0M |
| Legal & General Group Plc | $35.3M | 563,432 | 0.01% | 31q | +12.2%+$3.8M |
| ENVESTNET ASSET MANAGEMENT INC | $35.3M | 562,406 | 0.01% | 31q | +6.7%+$2.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $34.9M | 555,999 | 0.03% | 31q | +1.4%+$469.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $34.6M | 551,846 | 0.01% | 31q | -1.1%-$391.7K |
| AMERIPRISE FINANCIAL INC | $34.0M | 542,709 | 0.01% | 31q | +18.1%+$5.2M |
| DEUTSCHE BANK AG\ | $33.6M | 535,130 | 0.01% | 34q | +22.7%+$6.2M |
| Welch & Forbes LLC | $33.4M | 532,209 | 0.41% | 25q | -8.2%-$3.0M |
| SCHWARTZ INVESTMENT COUNSEL INC | $33.0M | 525,883 | 1.09% | 24q | +1.6%+$511.2K |
| JPMORGAN CHASE & CO | $31.1M | 500,061 | 0.00% | 31q | -11.7%-$4.1M |
| CITADEL ADVISORS LLC | $30.5M | 367,207 | 0.00% | 31q | +286.7%+$22.6M |
| Eurizon Capital SGR S.p.A. | $30.5M | 486,409 | 0.08% | 3q | +6.6%+$1.9M |
| Arbejdsmarkedets Tillaegspension | $30.4M | 485,000 | 0.66% | 3q | +25.3%+$6.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $28.9M | 461,531 | 0.01% | 10q | -24.0%-$9.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $26.0M | 414,993 | 0.09% | 3q | -6.1%-$1.7M |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $25.7M | 409,811 | 1.01% | 6q | +3.1%+$776.4K |
| BNP PARIBAS FINANCIAL MARKETS | $25.4M | 405,093 | 0.01% | 31q | +136.2%+$14.6M |
| RENAISSANCE TECHNOLOGIES LLC | $24.9M | 397,499 | 0.03% | 13q | -46.6%-$21.8M |
| Amundi | $24.6M | 392,209 | 0.01% | 21q | +239.5%+$17.4M |
| NICHOLAS COMPANY, INC. | $24.2M | 385,673 | 0.44% | 19q | HELD |
| Scharf Investments, LLC | $23.5M | 374,792 | 0.78% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.6M | 18,820 | 0.00% | 31q | +0.6%+$123.4K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $19.6M | 312,013 | 0.31% | 9q | -2.2%-$442.9K |
| Nuveen, LLC | $18.1M | 288,309 | 0.00% | 6q | +0.8%+$135.9K |
| Quantinno Capital Management LP | $17.6M | 280,066 | 0.02% | 13q | -69.2%-$39.5M |
| STIFEL FINANCIAL CORP | $17.3M | 276,200 | 0.01% | 31q | +8.0%+$1.3M |
| JANE STREET GROUP, LLC | $17.2M | 3,446 | 0.00% | 16q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $16.9M | 269,474 | 0.00% | 3q | -18.9%-$3.9M |
| CITIGROUP INC | $16.9M | 269,346 | 0.01% | 31q | +15.1%+$2.2M |
| Cresset Asset Management, LLC | $16.7M | 265,742 | 0.06% | 13q | +4.6%+$734.5K |
| ALPS ADVISORS INC | $16.3M | 260,288 | 0.08% | 31q | +3.0%+$473.0K |
| California Public Employees Retirement System | $15.9M | 253,301 | 0.01% | 31q | +7.3%+$1.1M |
| Robeco Schweiz AG | $15.9M | 253,170 | 0.25% | 16q | -5.9%-$1.0M |
| FRANKLIN RESOURCES INC | $15.8M | 252,422 | 0.00% | 25q | -4.9%-$815.3K |
| RHUMBLINE ADVISERS | $15.3M | 244,222 | 0.01% | 31q | +2.1%+$311.5K |
| HSBC HOLDINGS PLC | $14.6M | 232,926 | 0.01% | 31q | +23.3%+$2.8M |
| Vanguard Global Advisers, LLC | $14.6M | 232,321 | 0.01% | 2q | -1.6%-$238.3K |
| VAN ECK ASSOCIATES CORP | $14.2M | 226,561 | 0.01% | 27q | +26.6%+$3.0M |
| Swiss National Bank | $14.1M | 225,600 | 0.01% | 31q | +0.5%+$75.3K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $14.1M | 224,517 | 0.23% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $14.0M | 223,196 | 0.36% | 24q | -3.0%-$438.8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $13.8M | 220,220 | 0.01% | 31q | +12.4%+$1.5M |
| RAYMOND JAMES FINANCIAL INC | $13.4M | 214,301 | 0.00% | 7q | +89.1%+$6.3M |
| Jump Financial, LLC | $13.4M | 214,162 | 0.11% | 8q | +126.7%+$7.5M |
| BARCLAYS PLC | $13.3M | 211,687 | 0.00% | 31q | +1.4%+$184.4K |
| GRANDFIELD & DODD, LLC | $13.2M | 210,330 | 0.69% | 3q | +133.4%+$7.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12.4M | 197,328 | 0.02% | 31q | -22.8%-$3.6M |
| Baird Financial Group, Inc. | $12.0M | 190,999 | 0.02% | 31q | +20.2%+$2.0M |
| Distillate Capital Partners LLC | $11.7M | 186,886 | 0.61% | 7q | -0.5%-$63.1K |
| MIROVA | $11.1M | 177,589 | 0.41% | 2q | +3.2%+$350.5K |
| Squarepoint Ops LLC | $11.0M | 47,886 | 0.01% | 20q | -47.2%-$9.9M |
| Creative Planning | $10.9M | 173,910 | 0.01% | 23q | +68.6%+$4.4M |
| Tidal Investments LLC | $10.7M | 171,240 | 0.02% | 20q | +463.9%+$8.8M |
| PRINCIPAL FINANCIAL GROUP INC | $10.5M | 166,843 | 0.01% | 31q | +5.2%+$516.0K |
| Perpetual Ltd | $10.0M | 160,162 | 0.14% | 14q | +5.2%+$499.9K |
| PRUDENTIAL FINANCIAL INC | $9.8M | 156,235 | 0.01% | 34q | -13.3%-$1.5M |
| MILLENNIUM MANAGEMENT LLC | $9.8M | 155,560 | 0.00% | 25q | +38.7%+$2.7M |
| Holocene Advisors, LP | $9.5M | 151,019 | 0.02% | 4q | +232.6%+$6.6M |
| &PARTNERS | $8.6M | 137,441 | 0.04% | 7q | +6.7%+$544.3K |
| Vident Advisory, LLC | $8.4M | 133,839 | 0.06% | 12q | +234.6%+$5.9M |
| Graham Capital Management, L.P. | $8.4M | 133,343 | 0.15% | 5q | +763.1%+$7.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | FMR LLCwith 1 co-filers | 10.7% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 9.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 567 | $7.8B | 124,022,235 | 64 | 225 | 195 | 0.9% |
| Q1 2026 | 594 | $7.7B | 114,952,985 | 71 | 201 | 206 | 1.0% |
| Q4 2025 | 599 | $7.6B | 113,132,540 | 67 | 214 | 196 | 1.2% |
| Q3 2025 | 574 | $7.6B | 103,322,837 | 63 | 205 | 203 | 0.6% |
| Q2 2025 | 573 | $7.0B | 105,380,880 | 75 | 184 | 231 | 1.6% |
| Q1 2025 | 598 | $7.1B | 107,479,463 | 98 | 203 | 201 | 1.1% |
| Q4 2024 | 584 | $7.4B | 106,850,159 | 59 | 177 | 196 | 1.0% |
| Q3 2024 | 591 | $9.7B | 106,841,882 | 64 | 166 | 226 | 1.1% |
| Q2 2024 | 575 | $8.9B | 107,482,172 | 48 | 200 | 197 | 1.0% |
| Q1 2024 | 580 | $10.2B | 113,043,291 | 70 | 177 | 206 | 0.8% |
| Q4 2023 | 552 | $9.0B | 108,780,002 | 67 | 155 | 204 | 0.6% |
| Q3 2023 | 501 | $7.1B | 106,974,856 | 48 | 170 | 171 | 0.8% |
| Q2 2023 | 494 | $7.7B | 105,891,461 | 62 | 133 | 186 | 0.5% |
| Q1 2023 | 451 | $7.3B | 105,572,895 | 56 | 136 | 156 | 0.3% |
| Q4 2022 | 404 | $5.7B | 98,670,300 | 50 | 134 | 145 | 0.2% |
| Q3 2022 | 536 | $5.8B | 119,492,129 | 55 | 189 | 189 | 0.3% |
| Q2 2022 | 539 | $6.4B | 116,231,089 | 48 | 204 | 197 | 0.3% |
| Q1 2022 | 579 | $7.6B | 119,151,616 | 75 | 208 | 183 | 0.2% |
| Q4 2021 | 575 | $10.4B | 120,725,090 | 82 | 164 | 200 | 0.2% |
| Q3 2021 | 526 | $7.4B | 121,294,161 | 62 | 190 | 179 | 0.2% |
| Q2 2021 | 540 | $8.7B | 119,942,837 | 58 | 174 | 200 | 0.2% |
| Q1 2021 | 524 | $8.3B | 122,738,852 | 70 | 194 | 168 | 0.2% |
| Q4 2020 | 510 | $6.8B | 121,506,529 | 62 | 195 | 149 | 0.3% |
| Q3 2020 | 478 | $6.5B | 123,325,082 | 68 | 145 | 169 | 0.3% |
| Q2 2020 | 474 | $6.1B | 128,794,986 | 87 | 148 | 172 | 0.4% |
| Q1 2020 | 433 | $5.0B | 131,000,522 | 59 | 155 | 161 | 0.3% |
| Q4 2019 | 465 | $6.4B | 134,079,742 | 49 | 153 | 158 | 0.2% |
| Q3 2019 | 452 | $6.5B | 134,871,149 | 43 | 156 | 164 | 0.3% |
| Q2 2019 | 481 | $6.1B | 128,178,311 | 54 | 177 | 169 | 0.5% |
| Q1 2019 | 520 | $6.9B | 128,685,323 | 89 | 192 | 148 | 0.4% |
| Q4 2018 | 496 | $5.7B | 133,457,729 | 11 | 10 | 6 | 0.4% |