A. O. Smith Ownership | Who Owns A. O. Smith?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | A. O. Smith | 74.45% | 0.74% | 24.81% |
Sector | Industrials Stocks | 64.11% | 10.54% | 25.36% |
Industry | Industrial Machinery Stocks | 76.55% | 7.59% | 15.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 14.12M | 9.70% | $962.98M |
Blackrock funding, inc. /de | 8.78M | 6.03% | $599.22M |
Blackrock | 8.81M | 5.99% | $720.82M |
State street | 7.42M | 5.04% | $606.96M |
Invesco | 4.70M | 3.23% | $320.88M |
Select equity group | 3.85M | 2.62% | $315.05M |
Geode capital management | 3.70M | 2.54% | $251.75M |
Impax asset management group | 3.10M | 2.13% | $211.60M |
First trust advisors lp | 2.62M | 1.80% | $178.59M |
Proshare advisors | 2.44M | 1.68% | $166.73M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Atwater malick | 111.59K | 2.55% | $7.61M |
Northstar asset management | 116.45K | 2.09% | $7.94M |
Hunter perkins capital management | 123.76K | 1.77% | $8.44M |
Foyston, gordon, & payne | 73.46K | 1.48% | $6.01M |
Select equity group | 3.85M | 1.24% | $315.05M |
Pembroke management | 144.76K | 1.23% | $9.87M |
Anchor capital advisors | 539.68K | 1.05% | $36.81M |
Boston financial mangement | 481.51K | 0.99% | $32.84M |
Impax asset management group | 3.10M | 0.96% | $211.60M |
Cboe vest financial | 769.33K | 0.93% | $52.48M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 1.41M | 0.01% | 1.41M |
Invesco | 4.70M | 0.06% | 995.04K |
Balyasny asset management | 517.38K | 0.07% | 517.38K |
Kbc group nv | 1.65M | 0.31% | 471.99K |
First trust advisors lp | 2.62M | 0.16% | 417.60K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 8.81M | 0.02% | -1.76M |
Macquarie group | 24.73K | 0.00% | -1.58M |
Sarasin & partners llp | - | - | -876.84K |
Mitsubishi ufj trust & banking | 60.26K | 0.01% | -502.71K |
C worldwide group | 128.02K | 0.11% | -400.96K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.41M | 0.01% | 1.41M | $96.18M |
Balyasny asset management | 517.38K | 0.07% | 517.38K | $42.31M |
Edgestream partners | 136.50K | 0.40% | 136.50K | $9.31M |
Raymond james financial | 102.84K | 0.00% | 102.84K | $7.01M |
Sandler capital management | 100.00K | 0.88% | 100.00K | $8.18M |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 637 | 8.70% | 111,365,964 | 0.12% | 74 | 1.35% | 305 | 9.32% | 241 | 15.31% |
Sep 30, 2023 | 586 | -0.68% | 111,230,037 | -1.31% | 74 | 1.32% | 279 | 9.84% | 209 | -10.30% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 3.75M | 2.58% | 2.97K |
Vanguard Institutional 500 Index Trust | 3.23M | 2.22% | -1.79K |
Impax Water Strategy Composite | 3.12M | 2.15% | 190.55K |
Vanguard Small Cap Index | 3.03M | 2.09% | 6.33K |
ProShares S&P 500 Dividend Aristocrats | 2.40M | 1.65% | - |
Invesco S&P 500® Equal Weight ETF | 2.07M | 1.43% | 6.70K |
Vanguard Small Cap Growth Index Inv | 1.72M | 1.18% | 52.98K |
SPDR® S&P Dividend ETF | 1.66M | 1.15% | - |
BNP Paribas Aqua I | 1.55M | 1.07% | 17.45K |
BNP Paribas Aqua C C | 1.55M | 1.07% | -37.95K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 07, 2025 | Karge Douglas Samuel | SVP - President NA Water Treat | Sell | $27.51K |
Feb 07, 2025 | Heideman Robert J | Senior VP, CTO | Sell | $67.36K |
Aug 07, 2024 | Carver Samuel M. | SVP - Global Operations | Sell | $1.19M |
Jul 30, 2024 | BROWN RONALD D | - | Sell | $311.07K |
Mar 05, 2024 | Heideman Robert J | Senior VP, CTO | Sell | $837.04K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 2 |
2024 Q4 | - | - |
2024 Q3 | - | 2 |
2024 Q2 | - | - |
2024 Q1 | - | 6 |
AOS Ownership FAQ
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