Who owns A. O. Smith (AOS)
Which tracked institutional funds hold AOS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AOS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
104 tracked funds added or opened AOS while 174 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AOS’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AOS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 565 tracked filers holding AOS, 290 increased or opened the position and 351 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AOS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- River Road Asset Management, LLC$84M
- Scharf Investments, LLC$24M
- WEDGE CAPITAL MANAGEMENT L L P/NC$14M
- PDT Partners, LLC$4M
- TUDOR INVESTMENT CORP ET AL$4M
- AGF MANAGEMENT LTD$3M
Full exits 59
- NATIXIS ADVISORS, LLC$71M
- KBC Group NV$30M
- Treasurer of the State of North Carolina$19M
- Northwest & Ethical Investments L.P.$17M
- LORD, ABBETT & CO. LLC$16M
- Trexquant Investment LP$13M
Largest adds
- FMR LLC$130M
- BlackRock, Inc.$117M
- UBS Group AG$94M
- Invesco Ltd.$39M
- STATE STREET CORP$33M
- Assenagon Asset Management S.A.$30M
Largest trims
- Impax Asset Management Group plc$106M
- MORGAN STANLEY$66M
- Pictet Asset Management Holding SA$45M
- Quantinno Capital Management LP$42M
- Boston Trust Walden Corp$32M
- CIBC Asset Management Inc$29M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 10,417,815 | $653M | 9.2% | 2026-Q2 |
| BlackRock, Inc. added | 8,056,801 | $505M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 7,286,250 | $457M | 6.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 7,051,327 | $442M | 6.2% | 2026-Q2 |
| STATE STREET CORP added | 6,581,486 | $413M | 5.8% | 2026-Q2 |
| Invesco Ltd. added | 5,535,312 | $347M | 4.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 4,726,410 | $296M | 4.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,731,320 | $234M | 3.3% | 2026-Q2 |
| Impax Asset Management Group plc trimmed | 2,813,713 | $176M | 2.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,717,566 | $170M | 2.4% | 2026-Q2 |
| ProShare Advisors LLC added | 2,504,555 | $157M | 2.2% | 2026-Q2 |
| UBS Group AG added | 2,473,535 | $155M | 2.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,301,289 | $144M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,035,643 | $128M | 1.8% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,971,613 | $124M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,550,110 | $97M | 1.4% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,468,113 | $92M | 1.3% | 2026-Q2 |
| Madison Asset Management, LLC added | 1,466,922 | $92M | 1.3% | 2026-Q2 |
| NORGES BANK added | 1,454,608 | $91M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,424,185 | $89M | 1.3% | 2026-Q2 |
| River Road Asset Management, LLC new | 1,346,882 | $84M | 1.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,331,425 | $84M | 1.2% | 2026-Q2 |
| Talaria Asset Management Pty Ltd added | 1,200,700 | $75M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,173,521 | $74M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,155,730 | $71M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,151,766 | $72M | 1.0% | 2026-Q2 |
| Sarasin & Partners LLP trimmed | 1,122,769 | $70M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,088,733 | $68M | 1.0% | 2026-Q2 |
| Gates Capital Management, Inc. trimmed | 1,030,321 | $65M | 0.9% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,023,372 | $64M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 1,015,428 | $63M | 0.9% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 928,489 | $58M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 879,330 | $55M | 0.8% | 2026-Q2 |
| Vest Financial, LLC added | 855,748 | $54M | 0.8% | 2026-Q2 |
| Gotham Asset Management, LLC added | 765,609 | $48M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 656,525 | $41M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 627,597 | $39M | 0.6% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 587,999 | $37M | 0.5% | 2026-Q2 |
| Legal & General Group Plc added | 563,432 | $35M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 562,406 | $35M | 0.5% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 555,999 | $35M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 551,846 | $35M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 542,709 | $34M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 535,130 | $34M | 0.5% | 2026-Q2 |
| Welch & Forbes LLC trimmed | 532,209 | $33M | 0.5% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 525,883 | $33M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 500,061 | $31M | 0.4% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 489,264 | $31M | 0.4% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 486,409 | $31M | 0.4% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension added | 485,000 | $30M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 461,531 | $29M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 414,993 | $26M | 0.4% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 409,811 | $26M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 405,093 | $25M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 397,499 | $25M | 0.3% | 2026-Q2 |
| NICHOLAS COMPANY, INC. added | 385,673 | $24M | 0.3% | 2026-Q2 |
| Scharf Investments, LLC new | 374,792 | $24M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 367,207 | $23M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 312,013 | $20M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 288,309 | $18M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 280,066 | $18M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 276,200 | $17M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 269,474 | $17M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 269,346 | $17M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 265,742 | $17M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 260,288 | $16M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 253,301 | $16M | 0.2% | 2026-Q2 |
| Robeco Schweiz AG trimmed | 253,170 | $16M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 252,422 | $16M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 244,222 | $15M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 232,926 | $15M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 232,321 | $15M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 226,561 | $14M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 225,600 | $14M | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC new | 224,517 | $14M | 0.2% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 223,196 | $14M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 220,220 | $14M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 214,301 | $13M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 214,162 | $13M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 211,687 | $13M | 0.2% | 2026-Q2 |
| GRANDFIELD & DODD, LLC added | 210,330 | $13M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 208,142 | $13M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 197,328 | $12M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 190,999 | $12M | 0.2% | 2026-Q2 |
| Distillate Capital Partners LLC trimmed | 186,886 | $12M | 0.2% | 2026-Q2 |
| MIROVA added | 177,589 | $11M | 0.2% | 2026-Q2 |
| Creative Planning added | 173,910 | $11M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 171,240 | $11M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 166,843 | $10M | 0.1% | 2026-Q2 |
| Perpetual Ltd added | 160,162 | $10M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 156,235 | $10M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 155,560 | $10M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 151,019 | $9M | 0.1% | 2026-Q2 |
| &PARTNERS added | 137,441 | $9M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 133,839 | $8M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 133,343 | $8M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 130,613 | $8M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 130,307 | $8M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 129,800 | $8M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 125,998 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.