AOS Institutional Ownership & Shareholders
SMITH (A.O.) CORP (AOS) is currently held by 618 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.71B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of AOS tracked by InsiderSet, reporting ownership valued at approximately $653.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $681.53M, representing an estimated gain of +4.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed AOS value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in SMITH (A.O.) CORP (AOS).
This page ranks the largest institutional AOS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
618
Total Reported Value
$7.71B
Largest Holder
Fmr Llc
Largest Position
$653.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.03% | 10,417,815 | $653,405,438 | $681,533,457 | +$28,128,019 | +4.30% | |
| Blackrock, Inc. | 0.01% | 8,056,801 | $505,322,545 | $527,075,921 | +$21,753,376 | +4.30% | |
| Vanguard Capital Management Llc | 0.01% | 7,286,250 | $456,993,600 | $476,666,475 | +$19,672,875 | +4.30% | |
| Vanguard Portfolio Management Llc | 0.02% | 7,051,327 | $442,259,229 | $461,297,812 | +$19,038,583 | +4.30% | |
| State Street Corp | 0.01% | 6,581,486 | $412,790,802 | $430,560,814 | +$17,770,012 | +4.30% | |
| Invesco Ltd. | 0.03% | 5,535,312 | $347,174,768 | $362,120,111 | +$14,945,343 | +4.30% | |
| American Century Companies Inc | 0.13% | 4,726,410 | $296,440,549 | $309,201,742 | +$12,761,193 | +4.30% | |
| Geode Capital Management, Llc | 0.01% | 3,731,320 | $233,688,699 | $244,102,954 | +$10,414,255 | +4.46% | |
| Impax Asset Management Group Plc | 1.15% | 2,813,713 | $176,476,079 | $184,073,104 | +$7,597,025 | +4.30% | |
| Morgan Stanley | 0.01% | 2,717,566 | $170,445,967 | $177,783,168 | +$7,337,201 | +4.30% | |
| Proshare Advisors Llc | 0.23% | 2,803,282 | $158,021,007 | $183,390,708 | +$25,369,701 | +16.05% | |
| Ubs Group Ag | 0.02% | 2,473,535 | $155,140,115 | $161,818,660 | +$6,678,545 | +4.30% | |
| First Trust Advisors Lp | 0.08% | 2,301,289 | $144,336,518 | $150,550,326 | +$6,213,808 | +4.31% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,035,643 | $127,664,520 | $133,171,765 | +$5,507,245 | +4.31% | |
| Earnest Partners Llc | 0.45% | 1,971,613 | $123,659,567 | $128,982,922 | +$5,323,355 | +4.30% | |
| Bank Of America Corp | 0.01% | 1,550,110 | $97,222,879 | $101,408,196 | +$4,185,317 | +4.30% | |
| 1832 Asset Management L.P. | 0.11% | 1,468,113 | $92,080,047 | $96,043,952 | +$3,963,905 | +4.30% | |
| Madison Asset Management, Llc | 1.10% | 1,466,922 | $92,005,369 | $95,966,037 | +$3,960,668 | +4.30% | |
| Norges Bank | 0.01% | 1,454,608 | $91,233,014 | $95,160,455 | +$3,927,441 | +4.30% | |
| Bank Of New York Mellon Corp | 0.01% | 1,424,185 | $89,324,826 | $93,170,183 | +$3,845,357 | +4.30% | |
| River Road Asset Management, Llc | 0.94% | 1,346,882 | $84,476,439 | $88,113,020 | +$3,636,581 | +4.30% | |
| Sei Investments Co | 0.07% | 1,331,425 | $83,507,008 | $87,101,824 | +$3,594,816 | +4.30% | |
| Talaria Asset Management Pty Ltd | 16.12% | 1,200,700 | $75,307,904 | $78,549,794 | +$3,241,890 | +4.30% | |
| Northern Trust Corp | 0.01% | 1,173,521 | $73,603,237 | $76,771,744 | +$3,168,507 | +4.30% | |
| Natixis Advisors, Llc | 0.08% | 1,157,886 | $72,622,000 | $75,748,902 | +$3,126,902 | +4.31% | |
| Goldman Sachs Group Inc | 0.01% | 1,151,766 | $72,238,781 | $75,348,532 | +$3,109,751 | +4.30% | |
| Aqr Capital Management Llc | 0.02% | 1,155,730 | $71,458,752 | $75,607,857 | +$4,149,105 | +5.81% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,088,733 | $68,285,333 | $71,224,913 | +$2,939,580 | +4.30% | |
| Gates Capital Management, Inc. | 2.12% | 1,030,321 | $64,621,733 | $67,403,600 | +$2,781,867 | +4.30% | |
| Caisse De Depot Et Placement Du Quebec | 0.09% | 1,023,372 | $64,185,892 | $66,948,996 | +$2,763,104 | +4.30% | |
| Jones Financial Companies Lllp | 0.03% | 1,015,428 | $62,672,397 | $66,429,300 | +$3,756,903 | +5.99% | |
| Sarasin & Partners Llp | 0.68% | 1,071,287 | $60,388,449 | $70,083,596 | +$9,695,147 | +16.05% | |
| Nomura Asset Management Co Ltd | 0.12% | 928,489 | $58,234,830 | $60,741,750 | +$2,506,920 | +4.30% | |
| Wells Fargo & Company/Mn | 0.01% | 879,330 | $55,151,541 | $57,525,769 | +$2,374,228 | +4.30% | |
| Vest Financial, Llc | 0.56% | 946,013 | $53,326,753 | $61,888,170 | +$8,561,417 | +16.05% | |
| Gotham Asset Management, Llc | 0.11% | 765,609 | $48,018,996 | $50,086,141 | +$2,067,145 | +4.30% | |
| Royal Bank Of Canada | 0.01% | 656,525 | $41,178,000 | $42,949,866 | +$1,771,866 | +4.30% | |
| Vanguard Fiduciary Trust Co | 0.01% | 627,597 | $39,362,884 | $41,057,396 | +$1,694,512 | +4.30% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 558,092 | $36,800,587 | $36,510,379 | -$290,208 | -0.79% | |
| Legal & General Group Plc | 0.01% | 563,432 | $35,338,453 | $36,859,721 | +$1,521,268 | +4.30% | |
| Envestnet Asset Management Inc | 0.01% | 562,406 | $35,274,133 | $36,792,601 | +$1,518,468 | +4.30% | |
| Manufacturers Life Insurance Company, The | 0.03% | 555,999 | $34,872,257 | $36,373,455 | +$1,501,198 | +4.30% | |
| Ameriprise Financial Inc | 0.01% | 542,709 | $34,038,564 | $35,504,023 | +$1,465,459 | +4.31% | |
| Deutsche Bank Ag\ | 0.01% | 535,130 | $33,563,353 | $35,008,205 | +$1,444,852 | +4.30% | |
| Welch & Forbes Llc | 0.41% | 532,209 | $33,380,144 | $34,817,113 | +$1,436,969 | +4.30% | |
| Jpmorgan Chase & Co | 0.00% | 500,061 | $31,143,202 | $32,713,991 | +$1,570,789 | +5.04% | |
| Eurizon Capital Sgr S.P.A. | 0.08% | 486,409 | $30,506,456 | $31,820,877 | +$1,314,421 | +4.31% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 461,531 | $28,947,224 | $30,193,358 | +$1,246,134 | +4.30% | |
| Boston Trust Walden Corp | 0.22% | 491,337 | $27,696,667 | $32,143,267 | +$4,446,600 | +16.05% | |
| Jacobs Levy Equity Management, Inc | 0.09% | 414,993 | $26,028,361 | $27,148,842 | +$1,120,481 | +4.30% |
Frequently asked questions about AOS
Who are the largest institutional holders of AOS?
The largest institutional holders of AOS reported in the latest SEC Form 13F filings include Fmr Llc, Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported AOS position.
What is AOS institutional ownership?
This page tracks AOS positions reported by institutional investment managers through SEC Form 13F. SMITH (A.O.) CORP (AOS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AOS?
InsiderSet currently tracks 618 institutional managers reporting AOS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AOS shareholders.
How much AOS stock do institutions own?
Institutional investment managers disclosed approximately $7.71B in AOS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AOS institutional ownership last updated?
The latest AOS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AOS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AOS position after the reporting date.
Are institutions buying or selling AOS?
Institutional buying and selling can be analyzed by comparing AOS positions across consecutive 13F reporting periods. InsiderSet's AOS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AOS ownership changes.
How has AOS institutional ownership changed over time?
InsiderSet tracks AOS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.