SMITH A O CORP - COMMON STOCK (AOS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
AOS on NYSE
Shares outstanding
113,692,038
Price per share
$72.46
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
116,627,859
Total reported value
$7,804,652,744
% of total 13F portfolios
0.01%
Share change
+10,188,774
Value change
+$673,638,921
Number of holders
633
Price from insider filings
$72.46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SMITH A O CORP - COMMON STOCK (AOS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 13% $1,058,046,731 14,412,842 The Vanguard Group 30 Sep 2025
BlackRock, Inc. 6% $455,812,084 6,951,534 BlackRock, Inc. 30 Jun 2025
STATE STREET CORP 5.2% +8% $403,906,884 +$31,308,118 5,911,986 +8.4% STATE STREET CORPORATION 31 Dec 2025
FMR LLC 5.1% $383,133,488 5,728,671 FMR LLC 31 Dec 2025

As of 31 Dec 2025, 633 institutional investors reported holding 116,627,859 shares of SMITH A O CORP - COMMON STOCK (AOS). This represents 103% of the company’s total 113,692,038 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SMITH A O CORP - COMMON STOCK (AOS) together control 70% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 15,096,018 +4.7% 0.01% $1,009,621,683
BlackRock, Inc. 6.4% 7,332,505 +4.2% 0.01% $490,397,930
STATE STREET CORP 5.2% 5,911,495 +8.4% 0.01% $395,360,786
FMR LLC 5% 5,728,671 +88% 0.02% $383,133,487
Impax Asset Management Group plc 4.1% 4,649,544 -4.1% 1.9% $310,961,530
Invesco Ltd. 4% 4,559,612 +0.83% 0.05% $304,946,853
AMERICAN CENTURY COMPANIES INC 3.5% 3,997,041 +25% 0.13% $267,322,221
GEODE CAPITAL MANAGEMENT, LLC 3.1% 3,497,615 +0.1% 0.01% $233,572,308
MORGAN STANLEY 2.6% 2,909,394 +3.6% 0.01% $194,580,457
ProShare Advisors LLC 2.1% 2,344,631 +2.6% 0.28% $156,808,922
Pictet Asset Management Holding SA 1.9% 2,186,659 -11% 0.14% $146,255,010
EARNEST PARTNERS LLC 1.8% 2,071,019 -0.57% 0.59% $138,509,751
FIRST TRUST ADVISORS LP 1.7% 1,965,048 -22% 0.1% $131,422,483
DIMENSIONAL FUND ADVISORS LP 1.7% 1,894,823 +1.2% 0.03% $126,733,907
BANK OF AMERICA CORP /DE/ 1.5% 1,737,218 -3.4% 0.01% $116,185,139
UBS Group AG 1.5% 1,649,985 +48% 0.02% $110,350,997
NORGES BANK 1.3% 1,451,866 0.01% $97,100,798
Bank of New York Mellon Corp 1.2% 1,383,057 +31% 0.02% $92,498,874
SEI INVESTMENTS CO 1.2% 1,341,688 +1.6% 0.09% $89,732,122
Sarasin & Partners LLP 1.2% 1,325,226 -5.4% 0.92% $88,631,117
AQR CAPITAL MANAGEMENT LLC 1.1% 1,279,356 +93% 0.04% $85,563,321
GOLDMAN SACHS GROUP INC 1.1% 1,265,041 +64% 0.01% $84,605,911
Madison Asset Management, LLC 1.1% 1,209,405 0.93% $80,884,989
1832 Asset Management L.P. 1.1% 1,205,818 +0.26% 0.1% $80,645,108
NORTHERN TRUST CORP 1% 1,192,776 +14% 0.01% $79,772,858

Institutional Holders of SMITH A O CORP - COMMON STOCK (AOS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 116,627,859 $7,804,652,744 +$673,638,921 $66.88 633
2025 Q3 105,852,825 $7,768,134,400 -$197,314,351 $73.41 623
2025 Q2 108,852,702 $7,137,935,646 -$52,137,977 $65.57 623
2025 Q1 109,937,163 $7,183,916,773 -$41,920,026 $65.36 649
2024 Q4 110,673,082 $7,548,860,104 -$58,931,124 $68.21 634
2024 Q3 109,901,795 $9,867,537,461 -$85,042,137 $89.83 647
2024 Q2 110,971,935 $9,074,188,211 -$216,710,958 $81.78 637
2024 Q1 113,679,414 $10,164,559,532 +$204,713,766 $89.46 646
2023 Q4 111,450,409 $9,183,243,691 -$91,918,377 $82.44 628
2023 Q3 112,477,233 $7,439,571,286 -$43,112,433 $66.13 574
2023 Q2 112,865,916 $8,211,333,964 -$100,972,014 $72.78 580
2023 Q1 114,244,092 $7,894,491,107 -$69,031,053 $69.15 538
2022 Q4 115,660,996 $6,623,995,322 -$195,219,636 $57.24 527
2022 Q3 119,345,733 $5,799,595,873 +$144,947,797 $48.58 522
2022 Q2 115,997,502 $6,339,819,405 -$168,128,682 $54.68 525
2022 Q1 118,981,093 $7,588,940,740 -$152,758,612 $63.89 563
2021 Q4 120,354,177 $10,310,287,112 -$64,662,431 $85.85 566
2021 Q3 121,197,001 $7,408,965,051 +$128,708,388 $61.07 514
2021 Q2 119,324,457 $8,593,948,064 -$26,935,162 $72.06 527
2021 Q1 122,166,872 $8,252,356,184 +$167,245,089 $67.61 511
2020 Q4 120,092,095 $6,585,723,589 -$137,062,264 $54.82 496
2020 Q3 122,580,271 $6,473,532,083 -$258,452,326 $52.80 469
2020 Q2 127,679,377 $6,002,105,374 -$133,827,892 $47.12 463
2020 Q1 130,415,550 $4,931,025,445 -$75,930,327 $37.81 419
2019 Q4 131,469,563 $6,261,979,586 +$26,336,967 $47.64 457
2019 Q3 131,022,908 $6,250,292,638 +$182,966,260 $47.71 444
2019 Q2 126,957,165 $5,984,353,090 -$13,371,898 $47.16 466
2019 Q1 127,839,611 $6,816,235,304 -$94,452,185 $53.32 506
2018 Q4 130,113,252 $5,555,987,647 -$170,905,005 $42.70 482
2018 Q3 132,429,897 $7,067,852,000 +$111,789,263 $53.37 501
2018 Q2 129,549,412 $7,662,724,565 -$34,381,418 $59.15 487
2018 Q1 130,148,370 $8,275,066,041 +$158,169,713 $63.59 486
2017 Q4 128,047,915 $7,846,719,419 -$178,478,161 $61.28 458
2017 Q3 130,477,435 $7,753,424,802 +$95,293,322 $59.43 438
2017 Q2 129,468,660 $7,286,074,183 +$368,391,527 $56.33 424
2017 Q1 131,613,986 $6,733,607,005 +$679,022,666 $51.16 427
2016 Q4 131,026,841 $6,205,222,245 +$2,985,682,514 $47.35 435
2016 Q3 65,749,835 $6,489,925,224 -$110,352,862 $98.79 404
2016 Q2 66,849,840 $5,878,707,375 +$100,993,030 $88.11 403
2016 Q1 66,502,813 $5,061,296,129 -$84,729,243 $76.31 363
2015 Q4 67,583,013 $5,174,403,896 +$42,082,620 $76.61 364
2015 Q3 66,639,859 $4,345,627,613 -$19,322,510 $65.19 336
2015 Q2 66,981,164 $4,820,636,726 -$66,649,513 $71.98 309
2015 Q1 67,672,490 $4,438,330,856 -$12,876,418 $65.66 283
2014 Q4 67,997,999 $3,836,415,082 +$59,751,289 $56.41 253
2014 Q3 66,695,716 $3,153,726,030 +$20,207,380 $47.28 239
2014 Q2 66,153,697 $3,279,807,491 -$122,812,264 $49.58 251
2014 Q1 67,241,851 $3,094,134,279 -$133,468,118 $46.02 275