A. O. Smith (AOS) Institutional Ownership

$85.58
+0.36 (+0.42%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for A. O. Smith (NYSE:AOS)

Current
Institutional Ownership
Percentage
76.10%
Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$884.31M
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AOS Institutional Buying and Selling by Quarter

A. O. Smith Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Pembroke Management LTD290,166$25.96M3.1%-2.9%0.198%
5/9/2024State Board of Administration of Florida Retirement System142,934$12.79M0.0%+4.6%0.097%
5/9/2024Eagle Bay Advisors LLC2,038$182K0.1%-19.1%0.001%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.183,611$16.43M0.0%+33.6%0.125%
5/8/2024ProShare Advisors LLC2,134,796$190.98M0.5%-10.2%1.456%
5/8/2024Avantax Advisory Services Inc.4,117$368K0.0%-12.7%0.003%
5/8/2024US Bancorp DE18,983$1.70M0.0%-3.0%0.013%
5/8/2024Russell Investments Group Ltd.175,635$15.71M0.0%+3.0%0.120%
5/8/2024 QRG Capital Management Inc.9,707$868K0.0%-2.5%0.007%
5/8/2024 Inspire Investing LLC20,451$1.83M0.2%N/A0.014%
5/8/2024 Donoghue Forlines LLC5,273$472K0.1%-38.6%0.004%
5/7/2024 Meeder Asset Management Inc.45,556$4.08M0.3%+278.9%0.031%
5/7/2024 Sei Investments Co.1,326,586$118.68M0.2%+5.5%0.904%
5/7/2024 Anchor Capital Advisors LLC782,156$69.97M1.8%-9.9%0.533%
5/7/2024 Foyston Gordon & Payne Inc74,725$6.69M1.6%-2.7%0.051%
5/7/2024 WealthPLAN Partners LLC33,554$3.00M0.3%N/A0.023%
5/7/2024 Heartland Advisors Inc.105,621$9.45M0.5%+41.0%0.072%
5/7/2024 Swiss National Bank367,800$32.90M0.0%-5.3%0.251%
5/7/2024 Forsta AP Fonden70,300$6.29M0.1%+188.1%0.048%
5/7/2024 Algebris UK Ltd6,109$506K0.1%+2.3%0.004%
5/7/2024 Oppenheimer Asset Management Inc.7,058$631K0.0%-7.3%0.005%
5/7/2024 Oppenheimer & Co. Inc.19,304$1.73M0.0%-3.9%0.013%
5/7/2024 Wealthspire Advisors LLC2,596$232K0.0%-12.6%0.002%
5/6/2024 Empirical Finance LLC4,618$413K0.0%+3.3%0.003%
5/6/2024 ORG Partners LLC612$55K0.1%+665.0%0.000%
5/6/2024 Duality Advisers LP7,829$700K0.1%-16.6%0.005%
5/6/2024 TFG Advisers LLC2,400$215K0.1%N/A0.002%
5/3/2024 Larson Financial Group LLC4,420$395K0.0%+63.3%0.003%
5/3/2024 Chevy Chase Trust Holdings LLC94,183$8.43M0.0%-0.8%0.064%
5/3/2024 Commerce Bank72,563$6.49M0.0%-1.6%0.049%
5/2/2024 First Command Advisory Services Inc.1,475$132K0.0%N/A0.001%
5/2/2024 Mutual of America Capital Management LLC16,110$1.44M0.0%-3.0%0.011%
5/2/2024 Daiwa Securities Group Inc.15,043$1.35M0.0%+36.9%0.010%
5/2/2024 Nordea Investment Management AB10,182$907K0.0%-6.0%0.007%
5/2/2024 Fidelis Capital Partners LLC1,218$109K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC180,110$16.11M0.0%-6.4%0.122%
5/1/2024 BNP Paribas Financial Markets174,532$15.61M0.0%+59.8%0.119%
5/1/2024 Mirae Asset Global Investments Co. Ltd.42,525$3.80M0.0%-5.0%0.029%
5/1/2024 Smith Group Asset Management LLC17,560$1.57M0.1%N/A0.012%
5/1/2024 Diversify Advisory Services LLC2,384$212K0.0%N/A0.002%
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4/30/2024 Vest Financial LLC467,284$41.80M1.1%+16.9%0.317%
4/29/2024Commonwealth Equity Services LLC109,480$9.79M0.0%-1.2%0.074%
4/29/2024 Principal Financial Group Inc.183,396$16.41M0.0%+10.8%0.125%
4/29/2024 Mn Services Vermogensbeheer B.V.49,700$4.45M0.0%-13.3%0.034%
4/26/2024 Securian Asset Management Inc.7,125$637K0.0%-8.0%0.005%
4/26/2024 Yousif Capital Management LLC115,459$10.33M0.1%-7.0%0.078%
4/26/2024 SlateStone Wealth LLC12,424$1.11M0.1%N/A0.008%
4/26/2024 Mesirow Financial Investment Management Inc.3,765$337K0.0%N/A0.003%
4/26/2024 Robeco Schweiz AG949,813$84.97M1.5%-6.4%0.645%
4/25/2024 New York State Teachers Retirement System112,106$10.03M0.0%+10.3%0.076%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 247,629$22.15M0.1%+0.3%0.168%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund19,465$1.74M0.0%-1.5%0.013%
4/25/2024 Freedom Day Solutions LLC34,295$3.07M1.1%-1.3%0.023%
4/25/2024 Cambridge Investment Research Advisors Inc.16,325$1.46M0.0%-10.8%0.011%
4/24/2024 Assenagon Asset Management S.A.118,823$10.63M0.0%N/A0.081%
4/23/2024 Louisiana State Employees Retirement System7,200$644K0.0%-2.7%0.005%
4/23/2024 United Asset Strategies Inc.10,156$909K0.1%+1.5%0.007%
4/23/2024 Amalgamated Bank25,522$2.28M0.0%-40.5%0.017%
4/23/2024 New Mexico Educational Retirement Board6,150$550K0.0%-4.7%0.004%
4/23/2024 Fifth Third Bancorp43,965$3.93M0.0%+3.2%0.030%
4/23/2024 Hunter Perkins Capital Management LLC115,322$10.32M2.1%-7.2%0.078%
4/23/2024 Revisor Wealth Management LLC7,211$620K0.3%+111.3%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.106,566$9.53M0.0%+49.7%0.072%
4/22/2024 Kessler Investment Group LLC4,914$440K0.3%+56.0%0.003%
4/22/2024 Harfst & Associates Inc.29,008$2.60M1.2%-1.1%0.020%
4/22/2024 PFG Investments LLC3,425$306K0.0%N/A0.002%
4/22/2024 Raymond James & Associates169,727$15.18M0.0%+0.9%0.115%
4/19/2024 Insight Folios Inc3,835$343K0.1%-14.9%0.003%
4/19/2024 Azzad Asset Management Inc. ADV65,899$5.90M0.7%-6.6%0.045%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.303,371$27.14M0.0%-3.3%0.206%
4/18/2024 Allspring Global Investments Holdings LLC10,286$920K0.0%+38.1%0.007%
4/17/2024 Hennion & Walsh Asset Management Inc.5,080$454K0.0%-36.8%0.003%
4/16/2024 Atwater Malick LLC109,608$9.81M3.5%+1.6%0.074%
4/16/2024 Wealth Enhancement Advisory Services LLC31,789$2.84M0.0%+17.1%0.022%
4/15/2024 Kingswood Wealth Advisors LLC2,994$268K0.0%+12.3%0.002%
4/15/2024 Thompson Investment Management Inc.49,003$4.38M0.7%-0.6%0.033%
4/12/2024 Annex Advisory Services LLC205,447$18.38M0.7%+20.8%0.140%
4/12/2024 Gateway Investment Advisers LLC2,402$215K0.0%N/A0.002%
4/12/2024 FCF Advisors LLC24,013$2.15M0.5%+8.0%0.016%
4/11/2024 Contravisory Investment Management Inc.7,400$662K0.1%+240.4%0.005%
4/10/2024 American National Bank17,295$1.55M0.2%-15.3%0.012%
4/10/2024 Legacy Financial Strategies LLC36,208$3.24M0.8%-5.0%0.025%
4/10/2024 Bank of New Hampshire2,173$194K0.1%-8.7%0.001%
4/10/2024 Banque Cantonale Vaudoise5,778$517K0.0%+768.9%0.004%
4/10/2024 Fulton Bank N.A.2,540$227K0.0%-6.7%0.002%
4/10/2024 Perpetual Ltd103,920$9.30M0.1%+9.7%0.071%
4/9/2024 Massmutual Trust Co. FSB ADV201,281$18.01M0.6%+3.3%0.137%
4/9/2024 Mather Group LLC.174,570$14.39M0.2%-0.5%0.119%
4/8/2024Pensionfund Sabic15,500$1.39M0.4%-6.1%0.011%
4/2/2024 Symmetry Partners LLC2,907$260K0.0%-18.5%0.002%
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3/29/2024Kapitalo Investimentos Ltda1,201$99K0.0%-76.7%0.001%
3/27/2024Nomura Holdings Inc.17,441$1.44M0.0%N/A0.012%
3/26/2024HighPoint Advisor Group LLC11,271$992K0.1%N/A0.008%
3/25/2024Quadrature Capital Ltd15,317$1.26M0.0%N/A0.010%
3/15/2024B. Riley Wealth Advisors Inc.3,312$273K0.0%-16.6%0.002%
3/11/2024Vanguard Group Inc.14,253,913$1.18B0.0%-1.2%9.683%
3/5/2024Fisher Asset Management LLC1,991,003$164.14M0.1%+4.0%1.353%
3/5/2024Wellington Management Group LLP461,852$38.08M0.0%+43.8%0.314%
3/1/2024Goldman Sachs Group Inc.653,772$53.90M0.0%+1.1%0.444%
2/28/2024American International Group Inc.33,231$2.74M0.0%+0.5%0.023%
(Data available from 1/1/2016 forward)

AOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOS shares?

During the previous two years, 576 institutional investors and hedge funds held shares of A. O. Smith. The most heavily invested institutionals were Vanguard Group Inc. ($1.18B), BlackRock Inc. ($658.73M), State Street Corp ($557.57M), Impax Asset Management Group plc ($291.20M), Geode Capital Management LLC ($210.71M), Invesco Ltd. ($200.96M), and ProShare Advisors LLC ($190.98M).Learn more on AOS's institutional investors.

What percentage of A. O. Smith stock is owned by institutional investors?

76.10% of A. O. Smith stock is owned by institutional investors. Learn more on AOS's institutional investor holdings.

Which institutional investors have been buying A. O. Smith stock?

Of the 470 institutional investors that purchased A. O. Smith stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($8.14M), Premier Fund Managers Ltd ($3.37M), Fisher Asset Management LLC ($1.98M), CFS Investment Advisory Services LLC ($1.71M), Norges Bank ($1.31M), ProShare Advisors LLC ($1.22M), and TimesSquare Capital Management LLC ($1.14M).

How much institutional buying is happening at A. O. Smith?

Institutional investors have bought a total of 41,439,739 shares in the last 24 months. This purchase volume represents approximately $2.72B in transactions.

Which A. O. Smith major shareholders have been selling company stock?

Of the 351 institutional investors that sold A. O. Smith stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Robeco Institutional Asset Management B.V. ($2.31M), CFS Investment Advisory Services LLC ($1.69M), ProShare Advisors LLC ($1.59M), State Street Corp ($1.11M), Pictet Asset Management SA ($898.04K), Robeco Schweiz AG ($775.33K), and BlackRock Inc. ($764.04K).

How much institutional selling is happening at A. O. Smith?

Institutional investors have sold a total of 25,501,060 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


This page (NYSE:AOS) was last updated on 5/9/2024 by MarketBeat.com Staff

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