AOS · Company research
A.O. Smith Corporation (AOS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
60records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224517 | 14081706 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DEAN INVESTMENT ASSOCIATES, LLC | 846797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11632 | 729559 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2433 | 153 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1507 | 94519 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13943 | 874505 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34652 | 2173373 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18040 | 1131468 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2357 | 147820 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2545 | 159622 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Madison Asset Management, LLC | 1299351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1466922 | 92005369 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Towne Trust Company, N.A | 1102256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 4265 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3266 | 204844 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25609 | 1606196 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62849 | 3941889 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CYBER HORNET ETFs LLC | 1818014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307 | 19255 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 5394 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20950 | 1314 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MUFG SECURITIES AMERICAS INC. | 867626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3372 | 211492 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12408 | 778 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385673 | 24189411 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STONERIDGE INVESTMENT PARTNERS LLC | 1108831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9510 | 572 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FNY Investment Advisers, LLC | 1742998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 125 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1208 | 75766 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| River Road Asset Management, LLC | 1341401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1346882 | 84476439 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2409 | 151092 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 405093 | 25407433 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84591 | 5305548 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1323 | 82969 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6089 | 381902 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6506 | 408056 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Eukles Asset Management | 1632553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23775 | 1491204 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1015218 | 62659226 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Impax Asset Management Group plc | 1749768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2813713 | 176476079 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cullen Capital Management, LLC | 1362535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4701 | 294847 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| V-Square Quantitative Management LLC | 1943239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5618 | 352361 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Creative Capital Management Investments LLC | 1957363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 2258 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 319933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 188 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Peak Retirement Planning, Inc. | 2056697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54556 | 3421747 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Willis Investment Counsel | 1310929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76226 | 4780895 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AGF MANAGEMENT LTD | 1003518 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16065 | 1007597 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 20070 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213246 | 13374789 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223196 | 13998853 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2119 | 132904 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126 | 7903 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13382 | 839319 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400217 | 25102 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39565 | 2481527 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16588 | 1040399 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 312013 | 19569440 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| iA Global Asset Management Inc. | 1969566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9618 | 603 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47200 | 2960384 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6383 | 421 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2172 | 143222 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corporation | 883948 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 198000 | — | — | — | May 12, 2026 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 85991 | 6312599 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 406200 | 26634534 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 22628 | 1478966 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Jun 30 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 3566 | 168173 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Mar 31 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 6238 | 332610 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.