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

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A. O. Smith Ownership Summary

A. O. Smith is owned by 30.57% institutional investors, 0.46% insiders, and 68.98% 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	30.57%	0.46%	68.98%
Sector	Industrials Stocks	49.67%	15.62%	34.71%
Industry	Industrial Machinery Stocks	46.51%	10.16%	43.33%

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
Fmr	7.93M	5.67%	$522.94M
Blackrock funding, inc. /de	7.36M	5.26%	$485.13M
State street	5.76M	4.12%	$379.74M
Invesco	4.73M	3.38%	$311.86M
Impax asset management group	4.28M	3.06%	$282.11M
American century companies	4.22M	3.01%	$277.95M
Geode capital management	3.94M	2.81%	$259.40M
Morgan stanley	3.58M	2.56%	$236.07M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Talaria asset management pty	783.90K	10.44%	$51.69M
Regents gate capital llp	263.95K	3.71%	$17.40M
Impax asset management group	4.28M	1.97%	$282.11M
Gates capital management	1.09M	1.96%	$71.72M
Weaver c. barksdale & associates	25.85K	1.62%	$1.70M
Monte financial group	59.74K	1.40%	$3.94M
Schwartz investment counsel	517.73K	1.21%	$34.14M
Hunter perkins capital management	77.04K	1.19%	$5.08M
Illumine investment management	23.44K	1.19%	$1.55M
Berkshire asset management llc/pa	397.43K	1.12%	$26.21M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	7.93M	0.03%	2.20M
Norges bank	1.45M	0.01%	1.45M
Gates capital management	1.09M	1.96%	1.09M
Jones financial companies lllp	1.07M	0.03%	1.06M
Talaria asset management pty	783.90K	10.44%	783.90K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	8.81M	0.02%	-1.76M
Pictet asset management sa	703.11K	0.05%	-1.48M
Select equity group	-	-	-809.46K
Ubs group	921.58K	0.01%	-728.40K
Fiera capital	-	-	-715.37K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.45M	0.01%	1.45M	$97.10M
Gates capital management	1.09M	1.96%	1.09M	$71.72M
Talaria asset management pty	783.90K	10.44%	783.90K	$51.69M
Vanguard fiduciary trust	632.87K	0.01%	632.87K	$41.73M
Vanguard global advisers	236.12K	0.01%	236.12K	$15.57M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Private wealth asset management	-2.00
Cornerstone planning group	-2.00
New millennium group	-3.00
Goalvest advisory	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	671	3.23%	109,474,429	-1.02%	75	1.32%	337	10.49%	238	-2.46%

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	3.61M	2.61%	14.84K
Vanguard Institutional 500 Index Trust	3.36M	2.36%	21.19K
Vanguard 500 Index Investor	2.86M	2.07%	-50.18K
Impax Water Strategy Composite	2.77M	2.01%	3.99K
Vanguard Small Cap Index	2.62M	1.89%	43.02K
Invesco S&P 500® Equal Weight ETF	2.48M	1.80%	-741.00
ProShares S&P 500 Dividend Aristocrats	2.29M	1.66%	-
Vanguard Equity-Income Inv	1.55M	1.12%	258.24K
Pictet-Water I EUR	1.49M	1.08%	-654.11K

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 Q2	-	-
2026 Q1	-	2
2025 Q4	-	-
2025 Q3	-	3
2025 Q2	-	-

AOS Ownership FAQ

Who Owns A. O. Smith?

A. O. Smith shareholders are primarily institutional investors at 30.57%, followed by 0.46% insiders and 68.97% retail investors. The average institutional ownership in A. O. Smith's industry, Industrial Machinery Stocks, is 46.51%, 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 Fmr (7.93M shares, 5.67%). Together, they hold 22.44% 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 10.44% of its assets in 783.9K A. O. Smith shares, valued at 51.69M$.

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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