A. O. Smith Ownership | Who Owns A. O. Smith?
A. O. Smith Ownership Summary
A. O. Smith is owned by 25.59% institutional investors, 0.78% insiders, and 73.63% retail investors. Vanguard group is the largest institutional shareholder, holding 10.05% of AOS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.62% of its assets in A. O. Smith shares.
AOS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | A. O. Smith | 25.59% | 0.78% | 73.63% |
| Sector | Industrials Stocks | 46.82% | 12.58% | 40.60% |
| Industry | Industrial Machinery Stocks | 54.58% | 8.80% | 36.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 14.41M | 10.05% | $1.06B |
| Blackrock | 8.81M | 5.99% | $720.82M |
| Blackrock funding, inc. /de | 7.03M | 4.90% | $516.37M |
| State street | 5.45M | 3.80% | $400.32M |
| Impax asset management group | 4.85M | 3.38% | $356.05M |
| Invesco | 4.52M | 3.15% | $331.96M |
| Geode capital management | 3.49M | 2.44% | $256.10M |
| American century companies | 3.21M | 2.24% | $235.56M |
| Fmr | 3.05M | 2.13% | $223.87M |
| Morgan stanley | 2.81M | 1.96% | $206.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impax asset management group | 4.85M | 2.08% | $356.05M |
| Weaver c. barksdale & associates | 27.43K | 1.94% | $2.01M |
| Atwater malick | 83.70K | 1.78% | $6.14M |
| Regents gate capital llp | 67.58K | 1.76% | $4.96M |
| Schwartz investment counsel | 590.33K | 1.45% | $43.34M |
| Hunter perkins capital management | 79.11K | 1.29% | $5.81M |
| Illumine investment management | 23.55K | 1.23% | $1.73M |
| Berkshire asset management llc/pa | 388.85K | 1.21% | $28.55M |
| Sierra legacy group | 19.36K | 1.05% | $1.42M |
| Sarasin & partners llp | 1.40M | 1.00% | $101.89M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.05M | 0.01% | 1.97M |
| Norges bank | 1.41M | 0.01% | 1.41M |
| American century companies | 3.21M | 0.12% | 1.13M |
| Caisse de depot et placement du quebec | 633.41K | 0.08% | 532.88K |
| Royal bank of canada | 798.27K | 0.01% | 489.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 8.81M | 0.02% | -1.76M |
| Select equity group | - | - | -809.46K |
| Fiera capital | - | - | -715.37K |
| Amundi | 910.59K | 0.02% | -627.03K |
| Worldquant millennium advisors | 63.53K | 0.02% | -604.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.41M | 0.01% | 1.41M | $96.18M |
| Sandler capital management | 100.00K | 0.88% | 100.00K | $8.18M |
| Axa investment managers | 81.45K | 0.02% | 81.45K | $5.98M |
| Bridgewater associates, lp | 76.25K | 0.02% | 76.25K | $5.60M |
| Regents gate capital llp | 67.58K | 1.76% | 67.58K | $4.96M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Delos wealth advisors | -3.00 |
| Cbiz investment advisory services | -3.00 |
| Goalvest advisory | -3.00 |
| Osterweis capital management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 316 | -51.16% | 36,704,892 | -66.27% | 25 | 0.44% | 157 | -46.42% | 105 | -59.92% |
| Jun 30, 2025 | 637 | -6.19% | 108,735,746 | -0.90% | 75 | 1.31% | 292 | -13.86% | 258 | 6.61% |
| Mar 31, 2025 | 671 | 3.23% | 109,474,429 | -1.02% | 75 | 1.32% | 337 | 10.49% | 238 | -2.46% |
| Dec 31, 2024 | 631 | -5.82% | 110,192,350 | 1.55% | 75 | 1.36% | 296 | 4.96% | 238 | -13.14% |
| Sep 30, 2024 | 662 | 2.00% | 108,384,084 | -2.31% | 74 | 1.30% | 278 | -7.64% | 271 | 11.98% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 3.76M | 2.62% | -71.27K |
| Vanguard Total Stock Mkt Idx Inv | 3.65M | 2.60% | -78.12K |
| Vanguard Institutional 500 Index Trust | 3.36M | 2.36% | 21.19K |
| Vanguard 500 Index Investor | 2.88M | 2.05% | -421.74K |
| Impax Water Strategy Composite | 2.86M | 2.04% | -543.45K |
| Vanguard Small Cap Index | 2.82M | 2.01% | -18.55K |
| ProShares S&P 500 Dividend Aristocrats | 2.28M | 1.63% | - |
| Invesco S&P 500® Equal Weight ETF | 2.16M | 1.54% | 3.19K |
| Vanguard Small Cap Growth Index Inv | 1.59M | 1.14% | -2.63K |
| Impax Leaders Strategy Composite | 1.57M | 1.12% | 405.63K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 07, 2025 | STERN JAMES F | Exec VP, General Counsel & Sec | Sell | $1.24M |
| Jul 30, 2025 | Wheeler Kevin J. | Executive Chairman | Sell | $1.58M |
| Jul 29, 2025 | SMITH MARK D | - | Sell | $171.26K |
| Feb 27, 2025 | Carver Samuel M. | SVP - Global Operations | Sell | $230.14K |
| Feb 07, 2025 | Karge Douglas Samuel | SVP - President NA Water Treat | Sell | $27.51K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | - |
AOS Ownership FAQ
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