SMITH (A.O.) CORP (AOS) Institutional Shareholders

SMITH (A.O.) CORP (AOS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.75B in AOS holdings during the latest filing period.

Fmr Llc is currently the largest disclosed institutional shareholder of AOS tracked by InsiderSet, reporting ownership valued at approximately $522.94M in its March 31, 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 $481.62M, representing an estimated loss of -7.90% 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

610

Total Reported Value

$7.75B

Largest Holder

Fmr Llc

Largest Position

$522.94M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

38

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fmr Llc0.03%7,930,566$522,941,508$481,623,273-$41,318,235-7.90%
Blackrock, Inc.0.01%7,357,191$485,133,196$446,802,209-$38,330,987-7.90%
Vanguard Capital Management Llc0.01%7,333,389$483,563,671$445,356,714-$38,206,957-7.90%
Vanguard Portfolio Management Llc0.02%7,099,252$468,124,677$431,137,574-$36,987,103-7.90%
State Street Corp0.01%5,758,931$379,743,910$349,739,880-$30,004,030-7.90%
Invesco Ltd.0.05%4,729,446$311,859,653$287,219,256-$24,640,397-7.90%
Impax Asset Management Group Plc1.97%4,278,219$282,105,751$259,816,240-$22,289,511-7.90%
American Century Companies Inc0.14%4,215,238$277,952,894$255,991,404-$21,961,490-7.90%
Storebrand Asset Management As0.09%4,420,183$259,422,051$268,437,714+$9,015,663+3.48%
Geode Capital Management, Llc0.02%3,939,106$259,403,706$239,221,907-$20,181,799-7.78%
Morgan Stanley0.01%3,580,107$236,072,512$217,419,898-$18,652,614-7.90%
Proshare Advisors Llc0.23%2,309,570$152,293,045$140,260,186-$12,032,859-7.90%
First Trust Advisors Lp0.10%2,168,894$143,016,768$131,716,933-$11,299,835-7.90%
Earnest Partners Llc0.55%2,027,320$133,681,481$123,119,144-$10,562,337-7.90%
Dimensional Fund Advisors Lp0.03%1,959,696$129,202,486$119,012,338-$10,190,148-7.89%
Bank Of America Corp0.01%1,687,887$111,299,237$102,505,378-$8,793,859-7.90%
Bank Of New York Mellon Corp0.02%1,425,759$94,014,500$86,586,344-$7,428,156-7.90%
Sei Investments Co0.08%1,346,863$88,812,219$81,794,990-$7,017,229-7.90%
River Road Asset Management, Llc0.94%1,346,882$84,476,439$81,796,144-$2,680,295-3.17%
1832 Asset Management L.P.0.11%1,246,113$82,168,691$75,676,442-$6,492,249-7.90%
Goldman Sachs Group Inc0.01%1,193,136$78,675,420$72,459,149-$6,216,271-7.90%
Northern Trust Corp0.01%1,180,639$77,851,336$71,700,206-$6,151,130-7.90%
Madison Asset Management, Llc0.93%1,142,604$75,343,322$69,390,341-$5,952,981-7.90%
Charles Schwab Investment Management Inc0.01%1,089,033$71,810,836$66,136,974-$5,673,862-7.90%
Gates Capital Management, Inc.2.47%1,087,580$71,715,025$66,048,733-$5,666,292-7.90%
Sarasin & Partners Llp0.82%1,122,769$70,420,072$68,185,761-$2,234,311-3.17%
Jones Financial Companies Lllp0.03%1,066,701$68,717,340$64,780,752-$3,936,588-5.73%
Nomura Asset Management Co Ltd0.17%990,068$65,285,083$60,126,830-$5,158,253-7.90%
Aqr Capital Management Llc0.03%978,096$63,018,728$59,399,770-$3,618,958-5.74%
Ubs Group Ag0.01%921,583$60,769,184$55,967,736-$4,801,448-7.90%
Quantinno Capital Management Lp0.10%910,117$60,013,149$55,271,405-$4,741,744-7.90%
Caisse De Depot Et Placement Du Quebec0.10%907,450$59,837,253$55,109,439-$4,727,815-7.90%
Vest Financial, Llc0.56%855,748$53,672,514$51,969,576-$1,702,938-3.17%
Talaria Asset Management Pty Ltd10.44%783,900$51,690,366$47,606,247-$4,084,119-7.90%
Royal Bank Of Canada0.01%770,141$50,784,000$46,770,663-$4,013,337-7.90%
Renaissance Technologies LLCJim Simons0.08%744,400$49,085,736$45,207,412-$3,878,324-7.90%
Wells Fargo & Company/Mn0.01%734,004$48,400,235$44,576,063-$3,824,172-7.90%
Vanguard Fiduciary Trust Co0.01%632,867$41,731,250$38,434,013-$3,297,237-7.90%
Arrowstreet Capital, Limited Partnership0.02%607,354$40,048,923$36,884,608-$3,164,315-7.90%
Boston Trust Walden Corp0.28%587,999$36,879,297$35,709,179-$1,170,118-3.17%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.01%558,092$36,800,587$33,892,927-$2,907,660-7.90%
Manufacturers Life Insurance Company, The0.03%548,510$36,168,749$33,311,012-$2,857,737-7.90%
Envestnet Asset Management Inc0.01%562,406$35,274,133$34,154,916-$1,119,217-3.17%
Welch & Forbes Llc0.41%532,209$33,380,144$32,321,053-$1,059,091-3.17%
Legal & General Group Plc0.01%502,282$33,120,474$30,503,586-$2,616,888-7.90%
Schwartz Investment Counsel Inc1.09%525,883$32,983,382$31,936,875-$1,046,507-3.17%
Assenagon Asset Management S.A.0.04%489,264$30,686,638$29,713,003-$973,635-3.17%
Eurizon Capital Sgr S.P.A.0.08%486,409$30,506,456$29,539,619-$966,837-3.17%
Arbejdsmarkedets Tillaegspension0.66%485,000$30,419,200$29,454,050-$965,150-3.17%
Jacobs Levy Equity Management, Inc0.12%441,858$29,136,117$26,834,036-$2,302,081-7.90%

Frequently asked questions about AOS

  • Who owns the most AOS stock?

    The largest holders of AOS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SMITH (A.O.) CORP (AOS).

  • Is AOS widely held by superinvestors?

    Many widely followed stocks like AOS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AOS is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.