SMITH (A.O.) CORP AOS
$62.72
+0.9% 52w: $55.78 – $80.02
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data55.7867.9080.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
630
-13 QoQ
13F value
$7.75B
-1.1% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
1.2×
$43.7M calls / $35.4M puts
Institutional value by quarter
Number of holders
Who owns AOS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 7.9M | $522.9M | 0.0% | +38.4% |
| BlackRock, Inc. | Index provider | 7.4M | $485.1M | 0.0% | +0.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 7.3M | $483.6M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 7.1M | $468.1M | 0.0% | — |
| STATE STREET CORP | Index provider | 5.8M | $379.7M | 0.0% | -2.6% |
| Invesco Ltd. | Index provider | 4.7M | $311.9M | 0.0% | +3.7% |
| Impax Asset Management Group plc | Other | 4.3M | $282.1M | 2.0% | -8.0% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 4.2M | $278.0M | 0.1% | +5.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 3.9M | $259.4M | 0.0% | +12.6% |
| MORGAN STANLEY | Bank broker | 3.6M | $236.1M | 0.0% | +23.1% |
| ProShare Advisors LLC | Index provider | 2.3M | $152.3M | 0.2% | -1.5% |
| FIRST TRUST ADVISORS LP | Index provider | 2.2M | $143.0M | 0.1% | +10.4% |
| EARNEST PARTNERS LLC | Other | 2.0M | $133.7M | 0.6% | -2.1% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.0M | $129.2M | 0.0% | +3.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.7M | $111.3M | 0.0% | -2.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.4M | $94.0M | 0.0% | +3.1% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.3M | $88.8M | 0.1% | +0.4% |
| 1832 Asset Management L.P. | Other | 1.2M | $82.2M | 0.1% | +3.3% |
| Sarasin & Partners LLP ★2 | Fundamental diversified | 1.2M | $79.2M | 1.0% | -9.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.2M | $78.7M | 0.0% | -5.7% |
| NORTHERN TRUST CORP | Index provider | 1.2M | $77.9M | 0.0% | -1.0% |
| Madison Asset Management, LLC | Other | 1.1M | $75.3M | 0.9% | -5.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.1M | $71.8M | 0.0% | -1.3% |
| Gates Capital Management, Inc. ★3 | Fundamental concentrated | 1.1M | $71.7M | 2.5% | New |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 1.1M | $71.4M | 0.1% | +5.9% |
| Boston Trust Walden Corp | Other | 1.1M | $69.3M | 0.6% | -2.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.1M | $68.7M | 0.0% | +15088.7% |
| NOMURA ASSET MANAGEMENT CO LTD | Diversified mechanical | 990.1K | $65.3M | 0.2% | -16.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 978.1K | $63.0M | 0.0% | -23.5% |
| UBS Group AG | Bank broker | 921.6K | $60.8M | 0.0% | -44.1% |
| Quantinno Capital Management LP | Diversified mechanical | 910.1K | $60.0M | 0.1% | +70.6% |
| Caisse de depot et placement du Quebec | Other | 907.5K | $59.8M | 0.1% | +6.7% |
| Vest Financial, LLC | Other | 815.9K | $53.8M | 0.6% | +0.5% |
| Talaria Asset Management Pty Ltd ★2 | Fundamental concentrated | 783.9K | $51.7M | 10.4% | New |
| ROYAL BANK OF CANADA | Bank broker | 770.1K | $50.8M | 0.0% | -13.3% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 744.4K | $49.1M | 0.1% | +17.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 734.0K | $48.4M | 0.0% | +10.0% |
| Pictet Asset Management Holding SA | Diversified mechanical | 703.1K | $46.4M | 0.0% | -67.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 632.9K | $41.7M | 0.0% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 607.4K | $40.0M | 0.0% | -10.1% |
| Welch & Forbes LLC | Other | 579.8K | $38.2M | 0.5% | -1.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 558.1K | $36.8M | 0.0% | +1.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 548.5K | $36.2M | 0.0% | -3.4% |
| JPMORGAN CHASE & CO | Bank broker | 566.5K | $36.1M | 0.0% | -0.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 527.3K | $34.8M | 0.0% | +3.1% |
| SCHWARTZ INVESTMENT COUNSEL INC | Other | 517.7K | $34.1M | 1.2% | +0.5% |
| Legal & General Group Plc | Diversified mechanical | 502.3K | $33.1M | 0.0% | +2.9% |
| CIBC Asset Management Inc | Diversified mechanical | 479.6K | $31.5M | 0.1% | -3.4% |
| KBC Group NV | Diversified mechanical | 457.1K | $30.1M | 0.1% | -25.0% |
| Eurizon Capital SGR S.p.A. | Diversified mechanical | 456.2K | $30.1M | 0.1% | +1.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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