A. O. Smith Ownership | Who Owns A. O. Smith?

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A. O. Smith Ownership Summary

A. O. Smith is owned by 91.23% institutional investors, 0.46% insiders, and 8.31% retail investors. Vanguard group is the largest institutional shareholder, holding 10.79% 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	91.23%	0.46%	8.31%
Sector	Industrials Stocks	67.02%	16.35%	16.62%
Industry	Industrial Machinery Stocks	138.42%	13.11%	-51.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	15.10M	10.79%	$1.01B
Fmr	10.42M	7.49%	$653.41M
Blackrock	8.81M	5.99%	$720.82M
Blackrock funding, inc. /de	8.06M	5.79%	$505.32M
Vanguard capital management	7.29M	5.24%	$456.99M
State street	6.58M	4.73%	$412.79M
Invesco	5.54M	3.98%	$347.17M
American century companies	4.73M	3.40%	$296.44M
Geode capital management	3.73M	2.68%	$233.69M
Impax asset management group	2.81M	2.02%	$176.48M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Talaria asset management pty	1.20M	16.12%	$75.31M
Gates capital management	1.03M	1.55%	$64.62M
Regents gate capital llp	18.23K	1.52%	$1.14M
Weaver c. barksdale & associates	25.82K	1.45%	$1.62M
Monte financial group	74.17K	1.43%	$4.46M
Illumine investment management	23.44K	1.19%	$1.55M
Impax asset management group	2.81M	1.15%	$176.48M
Madison asset management	1.47M	1.10%	$92.01M
Schwartz investment counsel	525.88K	1.09%	$32.98M
Sierra legacy group	22.20K	1.08%	$1.39M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	10.42M	0.03%	2.49M
Ubs group	2.47M	0.02%	1.55M
Norges bank	1.45M	0.01%	1.45M
River road asset management	1.35M	0.94%	1.35M
Sixth street partners management company	1.09M	0.01%	1.09M

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	8.81M	0.02%	-1.76M
Impax asset management group	2.81M	1.15%	-1.46M
Morgan stanley	2.72M	0.01%	-862.54K
Select equity group	-	-	-809.46K
Fiera capital	-	-	-715.37K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.45M	0.01%	1.45M	$91.23M
River road asset management	1.35M	0.94%	1.35M	$84.48M
Sixth street partners management company	1.09M	0.01%	1.09M	$68.29M
Scharf investments	374.79K	0.78%	374.79K	$23.51M
Wedge capital management l l p/nc	224.52K	0.23%	224.52K	$14.08M

Sold Out

Holder	Change
Quaker wealth management	-1.00
Tfo-tdc	-1.00
Private wealth asset management	-2.00
Atlantic union bankshares	-3.00
New millennium group	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	620	-5.20%	126,965,837	7.91%	91	1.28%	310	-2.52%	226	-3.42%
Mar 31, 2026	374	-43.07%	42,772,422	-63.41%	30	0.44%	179	-46.57%	130	-42.48%
Dec 31, 2025	272	-57.50%	38,204,204	-63.96%	27	0.50%	136	-55.41%	90	-62.34%
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%

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	3.55M	2.58%	-55.53K
Vanguard Morn Total Stk Mkt Idx Investor	3.55M	2.58%	-55.53K
Invesco S&P 500® Equal Weight ETF	3.26M	2.40%	-5.54K
Vanguard Institutional 500 Index Trust	3.36M	2.36%	21.19K
Vanguard 500 Index Investor	2.91M	2.11%	-35.40K
Impax Water Strategy Composite	2.77M	2.01%	-
Vanguard Small Cap Index	2.57M	1.86%	-40.87K
ProShares S&P 500 Dividend Aristocrats	2.47M	1.82%	1.80K
Pictet-Water I EUR	1.82M	1.32%	330.69K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 04, 2026	Schuh Darrell W.	SVP; President & GM Lochinvar	Sell	$82.13K
Feb 13, 2026	Schuh Darrell W.	SVP; President & GM Lochinvar	Sell	$28.44K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	-
2026 Q1	-	2
2025 Q4	-	-
2025 Q3	-	3

AOS Ownership FAQ

Who Owns A. O. Smith?

A. O. Smith shareholders are primarily institutional investors at 91.23%, followed by 0.46% insiders and 8.31% retail investors. The average institutional ownership in A. O. Smith's industry, Industrial Machinery Stocks, is 138.42%, which A. O. Smith falls below.

Who owns the most shares of A. O. Smith?

A. O. Smith’s largest shareholders are Vanguard group (15.1M shares, 10.79%), Fmr (10.42M shares, 7.49%), and Blackrock (8.81M shares, 5.99%). Together, they hold 24.26% of A. O. Smith’s total shares outstanding.

Does Blackrock own A. O. Smith?

Yes, BlackRock owns 5.99% of A. O. Smith, totaling 8.81M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 720.82M$. In the last quarter, BlackRock decreased its holdings by -1.757M shares, a -16.62% change.

Who is A. O. Smith’s biggest shareholder by percentage of total assets invested?

Talaria asset management pty is A. O. Smith’s biggest shareholder by percentage of total assets invested, with 16.12% of its assets in 1.2M A. O. Smith shares, valued at 75.31M$.

Who is the top mutual fund holder of A. O. Smith shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of A. O. Smith shares, with 2.62% of its total shares outstanding invested in 3.76M A. O. Smith shares.

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