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A. O. Smith Corporation (AOS) institutional ownership

Latest close $60.13 Jul 31, 2026
Market cap$8.6B 52-week range SectorIndustrials
Funds holding · Q1 2026
619
reported AOS position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $58M
306 buyers · 313 sellers

A. O. Smith Corporation (AOS) price and institutional activity

Dates

Q1 2026

$813M bought by 306 investors
FMR LLC$159MGates Capital Management, Inc.$78M +304 more
$755M sold by 313 investors
Pictet Asset Management Holding SA-$107MNorges-$105M +311 more
Bought Sold Totals per quarter; hover a bar for the names.

A. O. Smith Corporation (AOS) institutional activity · 619

Investor Type Est. change Change Δ Own Date
FMR LLC · Added +$159M
Change +2.2M Δ Own +38.4% Date Q1 2026
FMR LLC Added· Q1 2026 +$159M +2.2M +38.4% Q1 2026
Pictet Asset Management Holding SA · Reduced −$107M
Change −1.5M Date Q1 2026
Pictet Asset Management Holding SA Reduced· Q1 2026 −$107M −1.5M Q1 2026
Norges · Exited −$105M
Change −1.5M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$105M −1.5M −100.0% Q1 2026
Gates Capital Management, Inc. · New +$78M
Change +1.1M Date Q1 2026
Gates Capital Management, Inc. New· Q1 2026 +$78M +1.1M Q1 2026
Jones Financial Companies Lllp · Added +$76M
Change +1.1M Date Q1 2026
Jones Financial Companies Lllp Added· Q1 2026 +$76M +1.1M Q1 2026
Talaria Asset Management Pty Ltd · New +$56M
Change +784K Date Q1 2026
Talaria Asset Management Pty Ltd New· Q1 2026 +$56M +784K Q1 2026
Amundi · Reduced −$53M
Change −734K Date Q1 2026
Amundi Reduced· Q1 2026 −$53M −734K Q1 2026
UBS Group AG · Reduced −$52M
Change −728K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −$52M −728K Q1 2026
Morgan Stanley · Added +$48M
Change +671K Date Q1 2026
Morgan Stanley Added· Q1 2026 +$48M +671K Q1 2026
Voloridge Investment Management, LLC · Exited −$38M
Change −523K Δ Own −100.0% Date Q1 2026
Voloridge Investment Management, LLC Exited· Q1 2026 −$38M −523K −100.0% Q1 2026
Geode · Added +$32M
Change +441K Date Q1 2026
Geode Added· Q1 2026 +$32M +441K Q1 2026
Quantinno Capital Management LP · Added +$27M
Change +377K Date Q1 2026
Quantinno Capital Management LP Added· Q1 2026 +$27M +377K Q1 2026
Impax Asset Management Group PLC · Reduced −$27M
Change −371K Date Q1 2026
Impax Asset Management Group PLC Reduced· Q1 2026 −$27M −371K Q1 2026
Vanguard · Added +$24M
Change +333K Date Q1 2026
Vanguard Added· Q1 2026 +$24M +333K Q1 2026
Millennium Management LLC · Reduced −$22M
Change −308K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −$22M −308K Q1 2026
Data through Q1 2026 · filed Jun 9, 2026
15 of 619

Famous investor activity in A. O. Smith Corporation (AOS)

A. O. Smith Corporation (AOS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Anderson Carrie L. · Officer Grant (A) $2.0M
Price $62.38 Qty 32K Owned 32K Trade date Jul 1, 2026 Filed date Jul 2, 2026
Anderson Carrie L. Officer Grant (A) $62.38 32K $2.0M 32K Jul 1, 2026 Jul 2, 2026
Saak Aaron W. · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 2K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Saak Aaron W. Director Grant (A) $66.32 2K $150K 2K Apr 13, 2026 Apr 15, 2026
Smith Mark D. · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 119K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Smith Mark D. Director Grant (A) $66.32 2K $150K 119K Apr 13, 2026 Apr 15, 2026
Martin Lois M. · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 6K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Martin Lois M. Director Grant (A) $66.32 2K $150K 6K Apr 13, 2026 Apr 15, 2026
Mapes Christopher L. · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 9K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Mapes Christopher L. Director Grant (A) $66.32 2K $150K 9K Apr 13, 2026 Apr 15, 2026
Larsen Michael M. · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 13K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Larsen Michael M. Director Grant (A) $66.32 2K $150K 13K Apr 13, 2026 Apr 15, 2026
Kadri Ilham · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 24K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Kadri Ilham Director Grant (A) $66.32 2K $150K 24K Apr 13, 2026 Apr 15, 2026
Holt Victoria M. · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 13K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Holt Victoria M. Director Grant (A) $66.32 2K $150K 13K Apr 13, 2026 Apr 15, 2026
Fister Todd W. · Director Grant (A) $150K
Price $66.32 Qty 2K Owned 6K Trade date Apr 13, 2026 Filed date Apr 15, 2026
Fister Todd W. Director Grant (A) $66.32 2K $150K 6K Apr 13, 2026 Apr 15, 2026
Schuh Darrell W. · Officer Sell −$82K
Price $74.39 Qty −1K Owned 2K Trade date Mar 4, 2026 Filed date Mar 4, 2026
Schuh Darrell W. Officer Sell $74.39 −1K −$82K 2K Mar 4, 2026 Mar 4, 2026
Carver Samuel M. · Officer Gift (G) -1K
Owned 3K Trade date Feb 23, 2026 Filed date Feb 24, 2026
Carver Samuel M. Officer Gift (G) -1K 3K Feb 23, 2026 Feb 24, 2026
Wheeler Kevin J. · Director, Officer 2 operations 0
Owned 0 Trade date Feb 13, 2026 Filed date Feb 17, 2026
Wheeler Kevin J. Director, Officer 2 operations 0 0 Feb 13, 2026 Feb 17, 2026
Wheeler Kevin J. · Director, Officer Tax withholding or exercise payment (F) -$1.4M
Price $79.89 Qty -17K Owned 120K Trade date Feb 13, 2026 Filed date Feb 17, 2026
Wheeler Kevin J. Director, Officer Tax withholding or exercise payment (F) $79.89 -17K -$1.4M 120K Feb 13, 2026 Feb 17, 2026
Wheeler Kevin J. · Director, Officer Grant (A) $687K
Price $79.89 Qty 9K Owned 128K Trade date Feb 13, 2026 Filed date Feb 17, 2026
Wheeler Kevin J. Director, Officer Grant (A) $79.89 9K $687K 128K Feb 13, 2026 Feb 17, 2026
Stern James F. · Officer 2 operations 0
Owned 0 Trade date Feb 13, 2026 Filed date Feb 17, 2026
Stern James F. Officer 2 operations 0 0 Feb 13, 2026 Feb 17, 2026
15 of 55
15 of 55 Sign in to continue to older insider transactions.

A. O. Smith Corporation (AOS) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 14.3M
% of shares outstanding 11.6% Filing date Feb 13, 2024
Vanguard Group Inc 14.3M 11.6% Feb 13, 2024
BlackRock Inc. 10.1M
% of shares outstanding 8.2% Filing date Jan 25, 2024
BlackRock Inc. 10.1M 8.2% Jan 25, 2024
Vanguard Capital Management LLC 8.3M
% of shares outstanding 7.4% Filing date Apr 29, 2026
Vanguard Capital Management LLC 8.3M 7.4% Apr 29, 2026
FMR LLC 7.9M
% of shares outstanding 7.1% Filing date May 6, 2026
FMR LLC 7.9M 7.1% May 6, 2026
Vanguard Portfolio Management LLC 7.1M
% of shares outstanding 6.3% Filing date Apr 28, 2026
Vanguard Portfolio Management LLC 7.1M 6.3% Apr 28, 2026
State Street Corp
% of shares outstanding 6.0% Filing date Jan 29, 2024
State Street Corp 6.0% Jan 29, 2024
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A. O. Smith Corporation (AOS) ownership FAQ

Who owns AOS?

619 reporting institutions disclosed AOS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.