Security Snapshot

SMITH A O CORP - COMMON STOCK (AOS) Institutional Ownership

CUSIP: 831865209

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

629

Shares (Excl. Options)

117,658,500

Price

$65.94

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+765,522
Value change
+$46,434,877
Number of holders
629
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
111,698,110
SEC-reported price per share
$57.62
Insider filing price
$57.62
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • AOS - SMITH A O CORP - COMMON STOCK is tracked under CUSIP 831865209.
  • 629 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 641 to 629 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $7,821,409,414 to $7,753,075,944.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 629 institutions filings for Q1 2026.

Open SEC evidence

Security key

831865209

Latest holder period

Q1 2026

13F holders

629

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
AOS
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD CAPITAL MANAGEMENT LLC 7.4% $548,316,553 8,315,386 Vanguard Capital Management 31 Mar 2026
FMR LLC 7.1% +40% $533,489,161 +$148,121,477 7,930,566 +38% FMR LLC 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 6.3% $469,031,286 7,113,001 Vanguard Portfolio Management 31 Mar 2026
BlackRock, Inc. 6% $455,812,084 6,951,534 BlackRock, Inc. 30 Jun 2025
STATE STREET CORP 5.2% +8% $403,906,884 +$31,308,118 5,911,986 +8.4% STATE STREET CORPORATION 31 Dec 2025

As of 31 Mar 2026, 629 institutional investors reported holding 117,658,500 shares of SMITH A O CORP - COMMON STOCK (AOS). This represents 105% of the company’s total 111,698,110 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
70%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 7.1% 7,930,566 +38% 0.03% $522,941,508
BlackRock, Inc. 6.6% 7,357,191 +0.34% 0.01% $485,133,196
VANGUARD CAPITAL MANAGEMENT LLC 6.6% 7,333,389 0% 0.01% $483,563,671
VANGUARD PORTFOLIO MANAGEMENT LLC 6.4% 7,099,252 0% 0.02% $468,124,677
STATE STREET CORP 5.2% 5,758,931 -2.6% 0.01% $379,743,910
Invesco Ltd. 4.2% 4,729,446 +3.7% 0.05% $311,859,653
Impax Asset Management Group plc 3.8% 4,278,219 -8% 2% $282,105,751
AMERICAN CENTURY COMPANIES INC 3.8% 4,215,238 +5.5% 0.14% $277,952,894
GEODE CAPITAL MANAGEMENT, LLC 3.5% 3,939,106 +13% 0.02% $259,403,706
MORGAN STANLEY 3.2% 3,580,107 +23% 0.01% $236,072,512
ProShare Advisors LLC 2.1% 2,309,570 -1.5% 0.23% $152,293,045
FIRST TRUST ADVISORS LP 1.9% 2,168,894 +10% 0.1% $143,016,768
EARNEST PARTNERS LLC 1.8% 2,027,320 -2.1% 0.55% $133,681,481
DIMENSIONAL FUND ADVISORS LP 1.8% 1,959,696 +3.4% 0.03% $129,202,486
BANK OF AMERICA CORP /DE/ 1.5% 1,687,887 -2.8% 0.01% $111,299,237
Bank of New York Mellon Corp 1.3% 1,425,759 +3.1% 0.02% $94,014,500
SEI INVESTMENTS CO 1.2% 1,346,863 +0.39% 0.08% $88,812,219
1832 Asset Management L.P. 1.1% 1,246,113 +3.3% 0.11% $82,168,691
Sarasin & Partners LLP 1.1% 1,200,917 -9.4% 0.97% $79,188,469
GOLDMAN SACHS GROUP INC 1.1% 1,193,136 -5.7% 0.01% $78,675,420
NORTHERN TRUST CORP 1.1% 1,180,639 -1% 0.01% $77,851,336
Madison Asset Management, LLC 1% 1,142,604 -5.5% 0.93% $75,343,322
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.97% 1,089,033 -1.3% 0.01% $71,810,836
Gates Capital Management, Inc. 0.97% 1,087,580 2.5% $71,715,025
NATIXIS ADVISORS, LLC 0.97% 1,082,768 +5.9% 0.1% $71,398,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 117,658,500 $7,753,075,944 +$46,434,877 $65.94 629
2025 Q4 116,878,140 $7,821,409,414 +$676,872,633 $66.88 641
2025 Q3 105,863,523 $7,768,920,134 -$197,392,386 $73.41 623
2025 Q2 108,852,702 $7,137,935,646 -$52,137,977 $65.57 623
2025 Q1 109,937,163 $7,183,916,773 -$41,920,026 $65.36 649
2024 Q4 110,673,082 $7,548,860,104 -$58,931,124 $68.21 634
2024 Q3 109,901,795 $9,867,537,461 -$85,042,137 $89.83 647
2024 Q2 110,971,935 $9,074,188,211 -$216,710,958 $81.78 637
2024 Q1 113,679,414 $10,164,559,532 +$204,713,766 $89.46 646
2023 Q4 111,450,409 $9,183,243,691 -$91,918,377 $82.44 628
2023 Q3 112,477,233 $7,439,571,286 -$43,112,433 $66.13 574
2023 Q2 112,865,916 $8,211,333,964 -$100,972,014 $72.78 580
2023 Q1 114,244,092 $7,894,491,107 -$69,031,053 $69.15 538
2022 Q4 115,660,996 $6,623,995,322 -$195,219,636 $57.24 527
2022 Q3 119,345,733 $5,799,595,873 +$144,947,797 $48.58 522
2022 Q2 115,997,502 $6,339,819,405 -$168,128,682 $54.68 525
2022 Q1 118,981,093 $7,588,940,740 -$152,758,612 $63.89 563
2021 Q4 120,354,177 $10,310,287,112 -$64,662,431 $85.85 566
2021 Q3 121,197,001 $7,408,965,051 +$128,708,388 $61.07 514
2021 Q2 119,324,457 $8,593,948,064 -$26,935,162 $72.06 527
2021 Q1 122,166,872 $8,252,356,184 +$167,245,089 $67.61 511
2020 Q4 120,092,095 $6,585,723,589 -$137,062,264 $54.82 496
2020 Q3 122,580,271 $6,473,532,083 -$258,452,326 $52.80 469
2020 Q2 127,679,377 $6,002,105,374 -$133,827,892 $47.12 463
2020 Q1 130,415,550 $4,931,025,445 -$75,930,327 $37.81 419
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