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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
33
shares
|
$2,136
0.0% of portfolio
|
Q3 2025
Reduced 99.53%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
32
shares
|
$2,071
0.0% of portfolio
|
Q3 2025
Added 68.42%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
27
shares
|
$1,747
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
25
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
Reduced 71.26%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
23
shares
|
$1,489
0.0% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
23
shares
|
$1,489
0.0% of portfolio
|
Q3 2025
Reduced 60.34%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
22
shares
|
$1,424
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
21
shares
|
$1,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
18
shares
|
$1,165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
15
shares
|
$971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
13
shares
|
$841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12
shares
|
$776
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
12
shares
|
$776
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$776
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
11
shares
|
$712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
10
shares
|
$647
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
10
shares
|
$647
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10
shares
|
$647
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9
shares
|
$582
0.0% of portfolio
|
Q2 2024
Reduced 83.02%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
8
shares
|
$517
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
8
shares
|
$517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$517
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$453
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|