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

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A. O. Smith Ownership Summary

A. O. Smith is owned by 75.81% institutional investors, 0.78% insiders, and 23.42% 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 2.66% of its assets in A. O. Smith shares.

AOS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	A. O. Smith	75.81%	0.78%	23.42%
Sector	Industrials Stocks	39.05%	12.85%	48.10%
Industry	Industrial Machinery Stocks	44.32%	9.61%	46.07%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	14.12M	9.70%	$962.98M
Blackrock	8.81M	5.99%	$720.82M
State street	8.04M	5.51%	$548.21M
Blackrock funding, inc. /de	7.13M	4.97%	$467.25M
Impax asset management group	4.69M	3.27%	$307.67M
Invesco	4.70M	3.23%	$320.88M
Geode capital management	3.70M	2.54%	$251.75M
First trust advisors lp	2.62M	1.80%	$178.59M
Proshare advisors	2.44M	1.68%	$166.73M
American century companies	2.08M	1.45%	$136.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Atwater malick	116.25K	2.41%	$7.62M
Weaver c. barksdale & associates	29.19K	1.84%	$1.92M
Impax asset management group	4.69M	1.77%	$307.67M
Schwartz investment counsel	590.33K	1.28%	$38.71M
Hunter perkins capital management	80.55K	1.25%	$5.28M
Berkshire asset management llc/pa	373.79K	1.11%	$24.51M
Anchor capital advisors	539.68K	1.05%	$36.81M
Boston financial mangement	481.51K	0.99%	$32.84M
Foyston, gordon, & payne	61.81K	0.92%	$4.05M
Willis investment counsel	204.47K	0.91%	$13.95M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.41M	0.01%	1.41M
Invesco	4.70M	0.06%	995.04K
Ubs group	1.25M	0.02%	900.08K
American century companies	2.08M	0.07%	732.04K
Lord, abbett	696.74K	0.15%	696.74K

Top Sellers

Holder	Shares	% Assets	Change
Fisher asset management	40.14K	0.00%	-1.79M
Blackrock funding, inc. /de	7.13M	0.01%	-1.77M
Blackrock	8.81M	0.02%	-1.76M
Macquarie group	24.73K	0.00%	-1.58M
Ameriprise financial	91.93K	0.00%	-967.93K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.41M	0.01%	1.41M	$96.18M
Lord, abbett	696.74K	0.15%	696.74K	$45.69M
Tudor investment corp et al	201.36K	0.03%	201.36K	$13.20M
Connor, clark & lunn investment management	105.87K	0.02%	105.87K	$6.94M
Sandler capital management	100.00K	0.88%	100.00K	$8.18M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Delos wealth advisors	-3.00
Goalvest advisory	-3.00
Osterweis capital management	-5.00
Hexagon capital partners	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	639	-3.77%	110,615,573	-1.65%	75	1.29%	295	-3.91%	239	-6.64%
Mar 31, 2024	664	4.24%	112,476,039	1.00%	76	1.39%	307	0.66%	256	6.22%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	3.72M	2.66%	-74.67K
Vanguard US Total Market Shares ETF	3.76M	2.62%	-71.27K
Impax Water Strategy Composite	3.40M	2.43%	122.77K
Vanguard Institutional 500 Index Trust	3.36M	2.36%	21.19K
Vanguard 500 Index Investor	3.30M	2.35%	-57.11K
Vanguard Small Cap Index	2.84M	2.03%	-138.17K
ProShares S&P 500 Dividend Aristocrats	2.45M	1.75%	-
Invesco S&P 500® Equal Weight ETF	2.16M	1.54%	605.00
BNP Paribas Aqua I	1.74M	1.24%	60.09K
BNP Paribas Aqua C C	1.66M	1.19%	-31.43K

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 Q3	-	3
2025 Q2	-	-
2025 Q1	-	3
2024 Q4	-	-
2024 Q3	-	2

AOS Ownership FAQ

Who Owns A. O. Smith?

A. O. Smith shareholders are primarily institutional investors at 75.81%, followed by 0.78% insiders and 23.41% retail investors. The average institutional ownership in A. O. Smith's industry, Industrial Machinery Stocks, is 44.32%, which A. O. Smith exceeds.

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

A. O. Smith’s largest shareholders are Vanguard group (14.12M shares, 9.70%), Blackrock (8.81M shares, 5.99%), and State street (8.04M shares, 5.51%). Together, they hold 21.20% 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 2.41% of its assets in 116.25K A. O. Smith shares, valued at 7.62M$.

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 2.66% of its total shares outstanding invested in 3.72M A. O. Smith shares.

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