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 710 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $6.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
300
shares
|
$19,422
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
263
shares
|
$17,026
0.01% of portfolio
|
Q3 2025
Reduced 77.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$16,184
0.0% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$16,184
0.0% of portfolio
|
Q1 2020
Reduced 88.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
249
shares
|
$16,120
0.0% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
243
shares
|
$15,731
0.0% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
238
shares
|
$15,408
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
227
shares
|
$14,695
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
214
shares
|
$13,854
0.0% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
210
shares
|
$13,595
0.0% of portfolio
|
Q4 2022
Reduced 2.78%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
206
shares
|
$13,336
0.0% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$12,947
0.0% of portfolio
|
Q3 2025
Reduced 31.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$12,947
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
198
shares
|
$12,818
0.0% of portfolio
|
Q3 2025
Added 153.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
177
shares
|
$11,458
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
172
shares
|
$11,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
170
shares
|
$11,005
0.01% of portfolio
|
Q1 2024
Reduced 22.73%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
164
shares
|
$10,617
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
160
shares
|
$10,358
0.0% of portfolio
|
Q3 2025
Added 1500.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
152
shares
|
$9,840
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
143
shares
|
$9,257
0.0% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
142
shares
|
$9,193
0.0% of portfolio
|
Q1 2025
Added 111.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
142
shares
|
$9,193
0.0% of portfolio
|
Q3 2025
Reduced 31.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
128
shares
|
$8,286
0.0% of portfolio
|
Q2 2025
Added 392.31%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
113
shares
|
$7,315
0.0% of portfolio
|
Q3 2025
Added 494.74%
|
|