Comparable stake leader
VANGUARD CAPITAL MANAGEMENT LLC
SEC ownership of SMITH A O CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000091142.
Disclosed value leader
VANGUARD CAPITAL MANAGEMENT LLC
Comparable rows
50/50
Latest evidence
13 Apr 2026
- Public ticker
- AOS on NYSE
- Parsed ownership sources
- 13D/G, 13F, and 3/4/5
- Largest SEC-reported holder
- VANGUARD CAPITAL MANAGEMENT LLC
- Latest 13D/G holder
- VANGUARD CAPITAL MANAGEMENT LLC
- Latest parsed ownership date
- 13 Apr 2026
- Issuer CIK
- 0000091142
- Issuer location
- Milwaukee, WI
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SMITH A O CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
VANGUARD CAPITAL MANAGEME...
Comparable rows
50/50
Latest evidence
13 Apr 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.4%
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 7.4%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
7.4%
FMR LLC
7.1%
VANGUARD PORTFOLIO MANAGEMENT LLC
6.3%
BlackRock, Inc.
6%
STATE STREET CORP
5.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
7.4%
|
$548,316,553
8,315,386 shares
|
$0 | 31 Mar 2026 |
| FMR LLC |
13D/G
13F
Company
|
7.1%
|
$533,489,161
7,930,566 shares
|
+$148,121,477 | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
6.3%
|
$469,031,286
7,113,001 shares
|
$0 | 31 Mar 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
6%
from 13D/G
|
$485,133,196
7,357,191 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13D/G
13F
STATE STREET CORPORATION · Company
|
5.2%
|
$403,906,884
5,911,986 shares
|
+$31,308,118 | 31 Dec 2025 |
| Kevin J. Wheeler |
3/4/5
Executive Chairman, Director
|
0.11%
|
$17,625,574
128,348 shares
mixed-class rows
|
-$1,581,868 | 13 Feb 2026 |
| James F. Stern |
3/4/5
Exec VP, Corp Dev, Strat & Sec
|
0.09%
|
$9,513,710
101,547 shares
mixed-class rows
|
-$1,241,953 | 13 Feb 2026 |
| Lauber Charles T. |
3/4/5
EVP & CFO
|
0.04%
|
$5,668,936
47,119 shares
mixed-class rows
|
— | 13 Feb 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$3,077,211.
Buys
$0
Insiders: 0
Sells
$3,077,211
Insiders: 4
Net
-$3,077,211
Shares: -43,138
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 43,138
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 1,104 | $0 | $82,126 | -$82,126 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 42,034 | $0 | $2,995,084 | -$2,995,084 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 38 reporting-owner rows connected to SMITH A O CORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
38
Largest Forms 3/4/5 holder
Mark D. Smith
Net 12M change
-$3,077,211
Latest report
23 Apr 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Mark D. Smith | Director | $26,948,686 | -$171,264 | -0.63% | Mixed | 13 Apr 2026 |
| Ajita G. Rajendra | Director | $24,979,050 | Mixed | 09 Apr 2024 | ||
| Kevin J. Wheeler | Executive Chairman, Director | $17,625,574 | -$1,581,868 | -8.2% | Mixed | 13 Feb 2026 |
| Bruce M. Smith | Director | $16,331,219 | Mixed | 12 Jul 2021 | ||
| James F. Stern | Exec VP, Corp Dev, Strat & Sec | $9,513,710 | -$1,241,953 | -12% | Mixed | 13 Feb 2026 |
| Mark A. Petrarca | Senior Vice Pres. - H.R. & P.A | $8,052,546 | Mixed | 12 Feb 2024 | ||
| Gene C. Wulf | Director | $6,685,688 | Mixed | 12 Apr 2022 | ||
| Lauber Charles T. | Evp & Cfo | $5,668,936 | Mixed | 13 Feb 2026 | ||
| Ronald D. Brown | Director | $4,582,265 | Mixed | 08 Apr 2025 | ||
| Idelle K. Wolf | Director | $4,268,549 | Mixed | 07 Feb 2024 | ||
| Stephen M. Shafer | President and CEO, Director | $4,217,356 | Mixed | 09 Feb 2026 | ||
| David R. Warren | Senior VP & President and GM | $2,156,428 | Mixed | 12 Feb 2024 | ||
| Christopher L. Mapes | Director | $1,858,830 | Mixed | 13 Apr 2026 | ||
| Wallace E. Goodwin | SVP; President, Lochinvar, LLC | $1,654,036 | Mixed | 11 Feb 2022 | ||
| Patricia K. Ackerman | Senior Vice President | $1,556,055 | Mixed | 11 Feb 2022 | ||
| Ilham Kadri | Director | $1,554,799 | Median | 13 Apr 2026 | ||
| Michael M. Larsen | Director | $1,410,213 | Mixed | 13 Apr 2026 | ||
| Robert J. Heideman | Senior VP, CTO | $1,253,193 | Mixed | 07 Feb 2025 | ||
| Samuel M. Carver | SVP - Global Operations | $833,584 | Mixed | 23 Feb 2026 | ||
| Stephanie Melissa Scheppele | Svp Cio | $777,231 | Mixed | 07 Feb 2025 |
Recent insider transactions for SMITH A O CORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Aaron W. Saak | AOS | Restricted Stock Units | Award | 2,296 | 2,296 | 23 Apr 2026 | Direct | |||
| Aaron W. Saak | AOS | Restricted Stock Units | Award | 2,262 | 2,262 | 13 Apr 2026 | Direct | |||
| Mark D. Smith | AOS | Common Stock | Award | 1.95% | 2,262 | 118,504 | 13 Apr 2026 | Direct | ||
| Lois M. Martin | AOS | Common Stock | Award | 54.1% | 2,262 | 6,445 | 13 Apr 2026 | Direct | ||
| Christopher L. Mapes | AOS | Common Stock | Award | 35.2% | 2,262 | 8,684 | 13 Apr 2026 | Direct | ||
| Michael M. Larsen | AOS | Restricted Stock Units | Award | 20.5% | 2,262 | 13,284 | 13 Apr 2026 | Direct | ||
| Dr. Ilham Kadri | AOS | Common Stock | Award | 10.6% | 2,262 | 23,579 | 13 Apr 2026 | Direct | ||
| Victoria M. Holt | AOS | Restricted Stock Units | Award | 20.5% | 2,262 | 13,284 | 13 Apr 2026 | Direct | ||
| Todd W. Fister | AOS | Common Stock | Award | 55.2% | 2,262 | 6,356 | 13 Apr 2026 | Direct | ||
| Darrell W. Schuh | AOS | Common Stock | Sale | -33.4% | $82,126 | $74.39 | -1,104 | 2,201 | 04 Mar 2026 | Direct |
| Samuel M. Carver | AOS | Common Stock | Gift | -29.7% | -1,144 | 2,713 | 23 Feb 2026 | Direct | ||
| Darrell W. Schuh | AOS | Common Stock | Tax liability | -9.75% | -356 | 3,295 | 13 Feb 2026 | Direct | ||
| Kevin J. Wheeler | AOS | Common Stock | Award | 7.18% | 8,598 | 128,348 | 13 Feb 2026 | Direct | ||
| Kevin J. Wheeler | AOS | Common Stock | Tax liability | -12.4% | -16,942 | 119,750 | 13 Feb 2026 | Direct | ||
| Kevin J. Wheeler | AOS | Common Stock | Options Exercise | 35.8% | 36,045 | 136,692 | 13 Feb 2026 | Direct | ||
| Kevin J. Wheeler | AOS | Restricted Stock Units | Options Exercise | -100% | -36,045 | 0 | 13 Feb 2026 | Direct | ||
| James F. Stern | AOS | Common Stock | Award | 1.63% | 1,633 | 101,547 | 13 Feb 2026 | Direct | ||
| James F. Stern | AOS | Common Stock | Tax liability | -3.12% | -3,220 | 99,914 | 13 Feb 2026 | Direct | ||
| James F. Stern | AOS | Common Stock | Options Exercise | 7.11% | 6,850 | 103,134 | 13 Feb 2026 | Direct | ||
| James F. Stern | AOS | Restricted Stock Units | Options Exercise | -100% | -6,850 | 0 | 13 Feb 2026 | Direct | ||
| Jack Qiu | AOS | Restricted Stock Units | Options Exercise | -100% | -3,275 | 0 | 13 Feb 2026 | Direct | ||
| Benjamin A. Otchere | AOS | Common Stock | Tax liability | -20.2% | -545 | 2,148 | 13 Feb 2026 | Direct | ||
| Benjamin A. Otchere | AOS | Common Stock | Options Exercise | 118.4% | 1,460 | 2,693 | 13 Feb 2026 | Direct | ||
| Benjamin A. Otchere | AOS | Restricted Stock Units | Options Exercise | -100% | -1,460 | 0 | 13 Feb 2026 | Direct | ||
| Stephen D. O'Brien | AOS | Common Stock | Award | 13.8% | 791 | 6,510 | 13 Feb 2026 | Direct | ||
| Stephen D. O'Brien | AOS | Common Stock | Tax liability | -16.7% | -1,144 | 5,719 | 13 Feb 2026 | Direct | ||
| Stephen D. O'Brien | AOS | Common Stock | Options Exercise | 73.4% | 2,905 | 6,863 | 13 Feb 2026 | Direct | ||
| Stephen D. O'Brien | AOS | Restricted Stock Units | Options Exercise | -100% | -2,905 | 0 | 13 Feb 2026 | Direct | ||
| Parag Kulkarni | AOS | Restricted Stock Units | Options Exercise | -12.8% | -1,115 | 7,605 | 13 Feb 2026 | Direct | ||
| Charles T. Lauber | AOS | Common Stock | Award | 5.02% | 2,254 | 47,119 | 13 Feb 2026 | Direct | ||
| Charles T. Lauber | AOS | Common Stock | Tax liability | -9.02% | -4,447 | 44,865 | 13 Feb 2026 | Direct | ||
| Charles T. Lauber | AOS | Common Stock | Options Exercise | 23.7% | 9,460 | 49,312 | 13 Feb 2026 | Direct | ||
| Charles T. Lauber | AOS | Restricted Stock Units | Options Exercise | -100% | -9,460 | 0 | 13 Feb 2026 | Direct | ||
| Douglas Samuel Karge | AOS | Common Stock | Award | 9.52% | 338 | 3,890 | 13 Feb 2026 | Direct | ||
| Douglas Samuel Karge | AOS | Common Stock | Tax liability | -15.8% | -666 | 3,552 | 13 Feb 2026 | Direct | ||
| Douglas Samuel Karge | AOS | Common Stock | Options Exercise | 50.5% | 1,415 | 4,218 | 13 Feb 2026 | Direct | ||
| Douglas Samuel Karge | AOS | Restricted Stock Units | Options Exercise | -100% | -1,415 | 0 | 13 Feb 2026 | Direct | ||
| Samuel M. Carver | AOS | Common Stock | Award | 22.5% | 709 | 3,857 | 13 Feb 2026 | Direct | ||
| Samuel M. Carver | AOS | Common Stock | Tax liability | -24.6% | -1,026 | 3,148 | 13 Feb 2026 | Direct | ||
| Samuel M. Carver | AOS | Common Stock | Options Exercise | 166% | 2,605 | 4,174 | 13 Feb 2026 | Direct | ||
| Samuel M. Carver | AOS | Restricted Stock Units | Options Exercise | -100% | -2,605 | 0 | 13 Feb 2026 | Direct | ||
| Kevin J. Wheeler | AOS | Restricted Stock Units | Award | 16.9% | 18,965 | 131,265 | 09 Feb 2026 | Direct | ||
| James F. Stern | AOS | Restricted Stock Units | Award | 32.9% | 7,015 | 28,365 | 09 Feb 2026 | Direct | ||
| Stephen M. Shafer | AOS | Restricted Stock Units | Award | 46.7% | 33,505 | 105,195 | 09 Feb 2026 | Direct | ||
| Curtis E. Selby | AOS | Restricted Stock Units | Award | 52.9% | 4,740 | 13,705 | 09 Feb 2026 | Direct | ||
| Darrell W. Schuh | AOS | Restricted Stock Units | Award | 34.5% | 1,560 | 6,085 | 09 Feb 2026 | Direct | ||
| Jack Qiu | AOS | Restricted Stock Units | Award | 31.3% | 3,125 | 13,100 | 09 Feb 2026 | Direct | ||
| Benjamin A. Otchere | AOS | Restricted Stock Units | Award | 29.8% | 1,240 | 5,405 | 09 Feb 2026 | Direct | ||
| Stephen D. O'Brien | AOS | Restricted Stock Units | Award | 38.6% | 4,900 | 17,605 | 09 Feb 2026 | Direct | ||
| Charles T. Lauber | AOS | Restricted Stock Units | Award | 32.7% | 9,485 | 38,500 | 09 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.