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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
110
shares
|
$7,121
0.0% of portfolio
|
Q2 2024
Reduced 81.57%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
108
shares
|
$6,991
0.0% of portfolio
|
Q3 2025
Added 12063.89%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
102
shares
|
$6,603
0.0% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$6,473
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$6,279
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
95
shares
|
$6,150
0.0% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
94
shares
|
$6,085
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
93
shares
|
$6,020
0.0% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
90
shares
|
$5,826
0.0% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
86
shares
|
$5,567
0.0% of portfolio
|
Q3 2022
Added 21.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
82
shares
|
$5,308
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
79
shares
|
$5,114
0.0% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$4,467
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
66
shares
|
$4,272
0.0% of portfolio
|
Q3 2025
Added 214.29%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
66
shares
|
$4,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
65
shares
|
$4,208
0.0% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
59
shares
|
$3,819
0.0% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
59
shares
|
$3,819
0.0% of portfolio
|
Q3 2025
Added 5800.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
57
shares
|
$3,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$3,495
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
49
shares
|
$3,172
0.0% of portfolio
|
Q4 2023
Reduced 34.67%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
42
shares
|
$2,719
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
42
shares
|
$2,719
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
37
shares
|
$2,395
0.0% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37
shares
|
$2,395
0.0% of portfolio
|
Q3 2023
Added 270.0%
|
|