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


OverviewForecastRevenueFinancialsChartTranscripts

A. O. Smith Ownership Summary


A. O. Smith is owned by 74.45% institutional investors, 0.74% insiders, and 24.81% retail investors. Vanguard group is the largest institutional shareholder, holding 9.70% of AOS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.58% of its assets in A. O. Smith shares.

AOS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockA. O. Smith74.45%0.74%24.81%
SectorIndustrials Stocks 64.11%10.54%25.36%
IndustryIndustrial Machinery Stocks76.55%7.59%15.86%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group14.12M9.70%$962.98M
Blackrock funding, inc. /de8.78M6.03%$599.22M
Blackrock8.81M5.99%$720.82M
State street7.42M5.04%$606.96M
Invesco4.70M3.23%$320.88M
Select equity group3.85M2.62%$315.05M
Geode capital management3.70M2.54%$251.75M
Impax asset management group3.10M2.13%$211.60M
First trust advisors lp2.62M1.80%$178.59M
Proshare advisors2.44M1.68%$166.73M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Atwater malick111.59K2.55%$7.61M
Northstar asset management116.45K2.09%$7.94M
Hunter perkins capital management123.76K1.77%$8.44M
Foyston, gordon, & payne73.46K1.48%$6.01M
Select equity group3.85M1.24%$315.05M
Pembroke management144.76K1.23%$9.87M
Anchor capital advisors539.68K1.05%$36.81M
Boston financial mangement481.51K0.99%$32.84M
Impax asset management group3.10M0.96%$211.60M
Cboe vest financial769.33K0.93%$52.48M

Top Buyers

HolderShares% AssetsChange
Norges bank1.41M0.01%1.41M
Invesco4.70M0.06%995.04K
Balyasny asset management517.38K0.07%517.38K
Kbc group nv1.65M0.31%471.99K
First trust advisors lp2.62M0.16%417.60K

Top Sellers

HolderShares% AssetsChange
Blackrock8.81M0.02%-1.76M
Macquarie group24.73K0.00%-1.58M
Sarasin & partners llp---876.84K
Mitsubishi ufj trust & banking60.26K0.01%-502.71K
C worldwide group128.02K0.11%-400.96K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.41M0.01%1.41M$96.18M
Balyasny asset management517.38K0.07%517.38K$42.31M
Edgestream partners136.50K0.40%136.50K$9.31M
Raymond james financial102.84K0.00%102.84K$7.01M
Sandler capital management100.00K0.88%100.00K$8.18M

Sold Out

HolderChange
Tfo-tdc-1.00
Delos wealth advisors-3.00
Advisornet financial-5.00
Spire wealth management-6.00
Visionpoint advisory group-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20246622.00%108,384,084-2.31%741.30%278-7.64%27111.98%
Jun 30, 2024639-3.77%110,615,573-1.65%751.29%295-3.91%239-6.64%
Mar 31, 20246644.24%112,476,0391.00%761.39%3070.66%2566.22%
Dec 31, 20236378.70%111,365,9640.12%741.35%3059.32%24115.31%
Sep 30, 2023586-0.68%111,230,037-1.31%741.32%2799.84%209-10.30%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.75M2.58%2.97K
Vanguard Institutional 500 Index Trust3.23M2.22%-1.79K
Impax Water Strategy Composite3.12M2.15%190.55K
Vanguard Small Cap Index3.03M2.09%6.33K
ProShares S&P 500 Dividend Aristocrats2.40M1.65%-
Invesco S&P 500® Equal Weight ETF2.07M1.43%6.70K
Vanguard Small Cap Growth Index Inv1.72M1.18%52.98K
SPDR® S&P Dividend ETF1.66M1.15%-
BNP Paribas Aqua I1.55M1.07%17.45K
BNP Paribas Aqua C C1.55M1.07%-37.95K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 07, 2025Karge Douglas Samuel SVP - President NA Water TreatSell$27.51K
Feb 07, 2025Heideman Robert J Senior VP, CTOSell$67.36K
Aug 07, 2024Carver Samuel M. SVP - Global OperationsSell$1.19M
Jul 30, 2024BROWN RONALD D-Sell$311.07K
Mar 05, 2024Heideman Robert J Senior VP, CTOSell$837.04K

Insider Transactions Trends


DateBuySell
2025 Q1-2
2024 Q4--
2024 Q3-2
2024 Q2--
2024 Q1-6

AOS Ownership FAQ


Who Owns A. O. Smith?

A. O. Smith shareholders are primarily institutional investors at 74.45%, followed by 0.74% insiders and 24.81% retail investors. The average institutional ownership in A. O. Smith's industry, Industrial Machinery Stocks, is 76.55%, which A. O. Smith falls below.

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

A. O. Smith’s largest shareholders are Vanguard group (14.12M shares, 9.70%), Blackrock funding, inc. /de (8.78M shares, 6.03%), and Blackrock (8.81M shares, 5.99%). Together, they hold 21.72% 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?

Atwater malick is A. O. Smith’s biggest shareholder by percentage of total assets invested, with 2.55% of its assets in 111.59K A. O. Smith shares, valued at 7.61M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of A. O. Smith shares, with 2.58% of its total shares outstanding invested in 3.75M A. O. Smith shares.

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