SMITH (A.O.) CORP (AOS) Institutional Ownership Changes & 13F Activity

SMITH (A.O.) CORP (AOS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Assenagon Asset Management S.A., Gotham Asset Management, Llc, and Talaria Asset Management Pty Ltd.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of So DakBuy+145145$9.09KQ2 2026Sep 18, 2026
Talon Private Wealth, LlcBuy+3,4363,436$215.51KQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheBuy+7,489+1.4%555,999$34.87MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-2,503-32.6%5,168$324.16KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+274+74.3%643$40.33KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-1,359-25.0%4,085$256.20KQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+272,252+286.7%367,207$23.03MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+1+12.5%9$564.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-188,998-85.7%31,556$1.98MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-6,012-4.4%130,307$8.17MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-5-1.6%307$19.25KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+480,561+5521.8%489,264$30.69MQ2 2026Aug 21, 2026
Mercer Global Advisors IncSell-7,346-14.9%41,938$2.63MQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+799+7.2%11,871$732.20KQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+148148$9.13KQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-17,935-57.7%13,138$824.02KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+1,7831,783$112.00KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-1,203-3.4%34,605$2.17MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+849+21.4%4,819$302.25KQ2 2026Aug 17, 2026
Parvin Asset Management, LlcSell-400-2.7%14,520$910.69KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+20+42.6%67$4.20KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+5,535,3125,535,312$347.17MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+542,709542,709$34.04MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+477,413+165.7%765,609$48.02MQ2 2026Aug 14, 2026
Talaria Asset Management Pty LtdBuy+416,800+53.2%1,200,700$75.31MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+177,634+18.2%1,155,730$71.46MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+145,326+19.8%879,330$55.15MQ2 2026Aug 14, 2026
Bank Of America CorpSell-137,777-8.2%1,550,110$97.22MQ2 2026Aug 14, 2026
Graham Capital Management, L.P.Buy+117,894+763.1%133,343$8.36MQ2 2026Aug 14, 2026
Caisse De Depot Et Placement Du QuebecBuy+115,922+12.8%1,023,372$64.19MQ2 2026Aug 14, 2026
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Frequently asked questions about AOS activity

  • Which institutional owners are buying AOS?

    Institutional owners buying AOS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AOS activity?

    "Buy" means an investor increased their reported position in AOS compared to the prior reporting period. This reflects growing exposure to SMITH (A.O.) CORP (AOS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AOS increasing?

    Institutional interest in AOS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.