AOSA. O. Smith
Sales in our North America segment accounted for approximately 78 percent of our total sales in 2025. 10-K, Item 1
- Employees
- 11,500
- Headquarters
- Milwaukee, WI
- Next results
- around Jan 28, 2027
Who owns AOS
93% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| FMR LLC | 10.42M | $653.4M | 7.65% | Added +31.4% |
| BlackRock, Inc. | 8.06M | $505.3M | 5.92% | Added +9.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.29M | $457.0M | 5.35% | Reduced -0.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.05M | $442.3M | 5.18% | Reduced -0.7% |
| STATE STREET CORP | 6.58M | $412.8M | 4.84% | Added +14.3% |
| Invesco Ltd. | 5.54M | $347.2M | 4.07% | Added +17.0% |
| AMERICAN CENTURY COMPANIES INC | 4.73M | $296.4M | 3.47% | Added +12.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 3.73M | $233.7M | 2.74% | Reduced -5.3% |
| Impax Asset Management Group plc | 2.81M | $176.5M | 2.07% | Reduced -34.2% |
| MORGAN STANLEY | 2.72M | $170.4M | 2.00% | Reduced -24.1% |
| ProShare Advisors LLC | 2.50M | $157.1M | 1.84% | Added +8.4% |
| UBS Group AG | 2.47M | $155.1M | 1.82% | Added +168.4% |
| FIRST TRUST ADVISORS LP | 2.30M | $144.3M | 1.69% | Added +6.1% |
| DIMENSIONAL FUND ADVISORS LP | 2.04M | $127.7M | 1.50% | Added +3.9% |
| EARNEST PARTNERS LLC | 1.97M | $123.7M | 1.45% | Reduced -2.7% |
| BANK OF AMERICA CORP /DE/ | 1.55M | $97.2M | 1.14% | Reduced -8.2% |
| 1832 Asset Management L.P. | 1.47M | $92.1M | 1.08% | Added +17.8% |
| Madison Asset Management, LLC | 1.47M | $92.0M | 1.08% | Added +28.4% |
| NORGES BANK | 1.45M | $91.2M | 1.07% | New |
| Bank of New York Mellon Corp | 1.42M | $89.3M | 1.05% | Held |
| River Road Asset Management, LLC | 1.35M | $84.5M | 0.99% | New |
| SEI INVESTMENTS CO | 1.33M | $83.5M | 0.98% | Reduced -1.1% |
| Talaria Asset Management Pty Ltd | 1.20M | $75.3M | 0.88% | Added +53.2% |
| NORTHERN TRUST CORP | 1.17M | $73.6M | 0.86% | Reduced -0.6% |
| NATIXIS ADVISORS, LLC | 1.16M | $73K | 0.85% | Added +6.9% |
Bought the most shares
- FMR LLC +2.49M
- UBS Group AG +1.55M
- NORGES BANK +1.45M, new
- River Road Asset Management, LLC +1.35M, new
- Assenagon Asset Management S.A. +970K
- STATE STREET CORP +823K
- Invesco Ltd. +806K
- BlackRock, Inc. +700K
- AMERICAN CENTURY COMPANIES INC +511K
- Gotham Asset Management, LLC +477K
Sold the most shares
- Impax Asset Management Group plc -1.46M
- MORGAN STANLEY -863K
- Pictet Asset Management Holding SA -674K
- Quantinno Capital Management LP -630K
- Boston Trust Walden Corp -463K
- CIBC Asset Management Inc -440K
- RENAISSANCE TECHNOLOGIES LLC -347K
- Northwest & Ethical Investments L.P. -257K, sold out
- Regents Gate Capital LLP -246K
- LORD, ABBETT & CO. LLC -245K, sold out
Superinvestors holding AOS 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
None of the followed investors held AOS in their latest 13F.
13D filings: owners of more than 5% who may push for change
No Schedule 13D about AOS in the last year.
Work on AOS in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/AOS/export.csv") into a cell.