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 709 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,465
shares
|
$99,004
0.06% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
1,275
shares
|
$86,164
0.05% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1,231
shares
|
$83,190
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,227
shares
|
$82,920
0.0% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,200
shares
|
$81,096
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,195
shares
|
$80,758
0.0% of portfolio
|
Q3 2024
Reduced 88.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,132
shares
|
$76,500
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,123
shares
|
$75,892
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
967
shares
|
$65,349
0.02% of portfolio
|
Q4 2024
Reduced 30.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
928
shares
|
$62,714
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
920
shares
|
$62,173
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
915
shares
|
$61,835
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
904
shares
|
$61,092
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
876
shares
|
$59,200
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
830
shares
|
$56,091
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
812
shares
|
$54,874
0.0% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
786
shares
|
$53,117
0.04% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
765
shares
|
$51,698
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
713
shares
|
$48,184
0.0% of portfolio
|
Q2 2024
Added 34.27%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
688
shares
|
$46,495
0.03% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
688
shares
|
$46,495
0.15% of portfolio
|
Q3 2024
Reduced 36.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
645
shares
|
$43,589
0.0% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
637
shares
|
$43,048
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
618
shares
|
$41,764
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
604
shares
|
$40,818
0.0% of portfolio
|
Q2 2024
New holding
|