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

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A. O. Smith Ownership Summary

A. O. Smith is owned by 27.30% institutional investors, 0.73% insiders, and 71.97% 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	27.30%	0.73%	71.97%
Sector	Industrials Stocks	47.66%	12.52%	39.82%
Industry	Industrial Machinery Stocks	47.74%	9.56%	42.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	15.10M	10.79%	$1.01B
Blackrock	8.81M	5.99%	$720.82M
Blackrock funding, inc. /de	7.33M	5.24%	$490.40M
State street	5.45M	3.80%	$400.32M
Impax asset management group	4.65M	3.32%	$310.96M
Invesco	4.52M	3.15%	$331.96M
Geode capital management	3.50M	2.50%	$233.57M
American century companies	3.21M	2.24%	$235.56M
Fmr	3.05M	2.13%	$223.87M
Morgan stanley	2.91M	2.08%	$194.58M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Regents gate capital llp	197.56K	4.23%	$13.21M
Impax asset management group	4.65M	1.95%	$310.96M
Weaver c. barksdale & associates	27.43K	1.94%	$2.01M
Berkshire asset management llc/pa	388.85K	1.21%	$28.55M
Schwartz investment counsel	515.33K	1.20%	$34.47M
Hunter perkins capital management	77.03K	1.19%	$5.15M
Illumine investment management	23.51K	1.15%	$1.57M
Atwater malick	60.07K	1.11%	$4.02M
Boston financial mangement	481.51K	0.99%	$32.84M
Sierra legacy group	19.30K	0.95%	$1.29M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	3.05M	0.01%	1.97M
Norges bank	1.45M	0.01%	1.45M
Madison asset management	1.21M	0.93%	1.21M
American century companies	3.21M	0.12%	1.13M
Natixis advisors	1.02M	0.10%	703.19K

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	1.45M	0.01%	1.45M	$97.10M
Madison asset management	1.21M	0.93%	1.21M	$80.88M
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

Sold Out

Holder	Change
Tfo-tdc	-1.00
Cbiz investment advisory services	-3.00
Goalvest advisory	-3.00
New millennium group	-3.00
Delos wealth advisors	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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	3.59M	2.60%	5.79K
Vanguard Institutional 500 Index Trust	3.36M	2.36%	21.19K
Impax Water Strategy Composite	3.04M	2.20%	-
Vanguard 500 Index Investor	2.89M	2.09%	17.92K
Vanguard Small Cap Index	2.57M	1.86%	-164.00
Invesco S&P 500® Equal Weight ETF	2.52M	1.82%	8.44K
ProShares S&P 500 Dividend Aristocrats	2.30M	1.67%	-
Pictet-Water I EUR	1.85M	1.34%	-130.47K
BNP Paribas Aqua I	1.53M	1.10%	83.00

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

AOS Ownership FAQ

Who Owns A. O. Smith?

A. O. Smith shareholders are primarily institutional investors at 27.30%, followed by 0.73% insiders and 71.97% retail investors. The average institutional ownership in A. O. Smith's industry, Industrial Machinery Stocks, is 47.74%, 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%), Blackrock (8.81M shares, 5.99%), and Blackrock funding, inc. /de (7.33M shares, 5.24%). Together, they hold 22.02% 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?

Regents gate capital llp is A. O. Smith’s biggest shareholder by percentage of total assets invested, with 4.23% of its assets in 197.56K A. O. Smith shares, valued at 13.21M$.

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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