A. O. Smith Ownership | Who Owns A. O. Smith?

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A. O. Smith Ownership Summary

A. O. Smith is owned by 74.45% institutional investors, 0.74% insiders, and 24.81% retail investors. Vanguard group is the largest institutional shareholder, holding 9.59% of AOS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.59% of its assets in A. O. Smith shares.

AOS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	A. O. Smith	74.45%	0.74%	24.81%
Sector	Industrials Stocks	62.82%	10.55%	26.63%
Industry	Industrial Machinery Stocks	76.77%	7.61%	15.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	14.11M	9.59%	$1.15B
Blackrock	8.81M	5.99%	$720.82M
State street	7.42M	5.04%	$606.96M
Select equity group	3.85M	2.62%	$315.05M
Geode capital management	3.53M	2.40%	$288.42M
Invesco	3.44M	2.34%	$281.20M
Impax asset management group	3.25M	2.21%	$265.72M
Fisher asset management	2.22M	1.51%	$181.16M
Earnest partners	2.05M	1.39%	$167.39M
Proshare advisors	2.03M	1.38%	$166.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Atwater malick	110.78K	3.12%	$9.06M
Pembroke management	270.75K	2.97%	$22.14M
Northstar asset management	117.30K	2.45%	$9.59M
Brendel financial advisors	40.03K	2.08%	$3.27M
Hunter perkins capital management	99.38K	1.71%	$8.13M
Anchor capital advisors	678.36K	1.56%	$55.48M
Foyston, gordon, & payne	73.46K	1.48%	$6.01M
Robeco schweiz	910.55K	1.43%	$74.46M
Boston financial mangement	541.61K	1.41%	$44.29M
Select equity group	3.85M	1.24%	$315.05M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.41M	0.02%	1.41M
Balyasny asset management	517.38K	0.07%	517.38K
Invesco	3.44M	0.06%	500.52K
Select equity group	3.85M	1.24%	400.30K
Caisse de depot et placement du quebec	395.70K	0.08%	387.31K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	8.81M	0.02%	-1.76M
Bessemer group	29.56K	0.00%	-755.02K
Amundi	1.37M	0.04%	-417.98K
Junto capital management lp	-	-	-345.56K
Two sigma advisers, lp	154.70K	0.03%	-313.60K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.41M	0.02%	1.41M	$115.35M
Balyasny asset management	517.38K	0.07%	517.38K	$42.31M
Sandler capital management	100.00K	0.88%	100.00K	$8.18M
Seizert capital partners	98.21K	0.40%	98.21K	$8.03M
Level four advisory services	56.55K	0.21%	56.55K	$4.62M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Delos wealth advisors	-3.00
Annis gardner whiting capital advisors	-6.00
Visionpoint advisory group	-7.00
American capital advisory	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	662	2.00%	108,384,084	-2.31%	74	1.30%	278	-7.64%	271	11.98%
Jun 30, 2024	639	-3.77%	110,615,573	-1.65%	75	1.29%	295	-3.91%	239	-6.64%
Mar 31, 2024	664	4.24%	112,476,039	1.00%	76	1.39%	307	0.66%	256	6.22%
Dec 31, 2023	637	8.70%	111,365,964	0.12%	74	1.35%	305	9.32%	241	15.31%
Sep 30, 2023	586	-0.68%	111,230,037	-1.31%	74	1.32%	279	9.84%	209	-10.30%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	3.75M	2.59%	-12.04K
Vanguard Institutional 500 Index Trust	3.18M	2.19%	37.24K
Impax Water Strategy Composite	3.13M	2.16%	40.63K
Vanguard Small Cap Index	3.01M	2.08%	5.90K
ProShares S&P 500 Dividend Aristocrats	2.45M	1.69%	-
Invesco S&P 500® Equal Weight ETF	1.72M	1.18%	12.67K
SPDR® S&P Dividend ETF	1.68M	1.16%	-
Vanguard Small Cap Growth Index Inv	1.65M	1.14%	-4.32K
SPDR® S&P 500® ETF Trust	1.48M	1.02%	-8.24K
Fidelity 500 Index	1.47M	1.02%	-13.38K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 07, 2024	Carver Samuel M.	SVP - Global Operations	Sell	$1.19M
Jul 30, 2024	BROWN RONALD D	-	Sell	$311.07K
Mar 05, 2024	Heideman Robert J	Senior VP, CTO	Sell	$837.04K
Mar 04, 2024	Rajendra Ajita G	-	Sell	$5.09M
Mar 01, 2024	Rajendra Ajita G	-	Sell	$3.62M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	6
2023 Q4	-	11

AOS Ownership FAQ

Who Owns A. O. Smith?

A. O. Smith shareholders are primarily institutional investors at 74.45%, followed by 0.74% insiders and 24.81% retail investors. The average institutional ownership in A. O. Smith's industry, Industrial Machinery Stocks, is 76.77%, which A. O. Smith falls below.

Who owns the most shares of A. O. Smith?

A. O. Smith’s largest shareholders are Vanguard group (14.11M shares, 9.59%), Blackrock (8.81M shares, 5.99%), and State street (7.42M shares, 5.04%). Together, they hold 20.62% of A. O. Smith’s total shares outstanding.

Does Blackrock own A. O. Smith?

Yes, BlackRock owns 5.99% of A. O. Smith, totaling 8.81M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 720.82M$. In the last quarter, BlackRock decreased its holdings by -1.757M shares, a -16.62% change.

Who is A. O. Smith’s biggest shareholder by percentage of total assets invested?

Atwater malick is A. O. Smith’s biggest shareholder by percentage of total assets invested, with 3.12% of its assets in 110.78K A. O. Smith shares, valued at 9.06M$.

Who is the top mutual fund holder of A. O. Smith shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of A. O. Smith shares, with 2.59% of its total shares outstanding invested in 3.75M A. O. Smith shares.

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