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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of So Dak | Buy | +145 | — | 145 | $9.09K | Q2 2026 | Sep 18, 2026 |
| Talon Private Wealth, Llc | Buy | +3,436 | — | 3,436 | $215.51K | Q2 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +7,489 | +1.4% | 555,999 | $34.87M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,503 | -32.6% | 5,168 | $324.16K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +274 | +74.3% | 643 | $40.33K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -1,359 | -25.0% | 4,085 | $256.20K | Q2 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Buy | +272,252 | +286.7% | 367,207 | $23.03M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +1 | +12.5% | 9 | $564.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -188,998 | -85.7% | 31,556 | $1.98M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -6,012 | -4.4% | 130,307 | $8.17M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -5 | -1.6% | 307 | $19.25K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +480,561 | +5521.8% | 489,264 | $30.69M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Sell | -7,346 | -14.9% | 41,938 | $2.63M | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Buy | +799 | +7.2% | 11,871 | $732.20K | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +148 | — | 148 | $9.13K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -17,935 | -57.7% | 13,138 | $824.02K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +1,783 | — | 1,783 | $112.00K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -1,203 | -3.4% | 34,605 | $2.17M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +849 | +21.4% | 4,819 | $302.25K | Q2 2026 | Aug 17, 2026 |
| Parvin Asset Management, Llc | Sell | -400 | -2.7% | 14,520 | $910.69K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +20 | +42.6% | 67 | $4.20K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +5,535,312 | — | 5,535,312 | $347.17M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +542,709 | — | 542,709 | $34.04M | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Buy | +477,413 | +165.7% | 765,609 | $48.02M | Q2 2026 | Aug 14, 2026 |
| Talaria Asset Management Pty Ltd | Buy | +416,800 | +53.2% | 1,200,700 | $75.31M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +177,634 | +18.2% | 1,155,730 | $71.46M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +145,326 | +19.8% | 879,330 | $55.15M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -137,777 | -8.2% | 1,550,110 | $97.22M | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | Buy | +117,894 | +763.1% | 133,343 | $8.36M | Q2 2026 | Aug 14, 2026 |
| Caisse De Depot Et Placement Du Quebec | Buy | +115,922 | +12.8% | 1,023,372 | $64.19M | Q2 2026 | Aug 14, 2026 |
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.
Related AOS Institutional Insights
- AOS Overview
- AOS 13F Institutional Holders
- AOS Top Institutional Shareholders
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- AOS Insider Trading & SEC Form 4 Activity
- AOS Articles
- Top Institutional Investor Stock Rankings