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

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A. O. Smith Ownership Summary

A. O. Smith is owned by 75.60% institutional investors, 0.85% insiders, and 23.55% retail investors. Vanguard group is the largest institutional shareholder, holding 9.70% of AOS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.62% of its assets in A. O. Smith shares.

AOS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	A. O. Smith	75.60%	0.85%	23.55%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Industry	Industrial Machinery Stocks	57.70%	9.34%	32.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	14.12M	9.70%	$962.98M
Blackrock funding, inc. /de	8.78M	6.03%	$599.22M
Blackrock	8.81M	5.99%	$720.82M
State street	8.04M	5.51%	$548.21M
Invesco	4.70M	3.23%	$320.88M
Geode capital management	3.70M	2.54%	$251.75M
Select equity group	3.34M	2.30%	$228.01M
Impax asset management group	3.10M	2.13%	$211.60M
First trust advisors lp	2.62M	1.80%	$178.59M
Proshare advisors	2.44M	1.68%	$166.73M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Atwater malick	111.59K	2.55%	$7.61M
Northstar asset management	116.45K	2.09%	$7.94M
Hunter perkins capital management	123.76K	1.77%	$8.44M
Pembroke management	144.76K	1.23%	$9.87M
Foyston, gordon, & payne	59.51K	1.08%	$4.06M
Anchor capital advisors	539.68K	1.05%	$36.81M
Boston financial mangement	481.51K	0.99%	$32.84M
Impax asset management group	3.10M	0.96%	$211.60M
Cboe vest financial	769.33K	0.93%	$52.48M
Schwartz investment counsel	374.93K	0.92%	$25.57M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.41M	0.01%	1.41M
Invesco	4.70M	0.06%	995.04K
Ubs group	1.25M	0.02%	900.08K
Kbc group nv	1.65M	0.31%	471.99K
Voloridge investment management	627.28K	0.15%	444.31K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	8.81M	0.02%	-1.76M
Macquarie group	24.73K	0.00%	-1.58M
Ameriprise financial	91.93K	0.00%	-967.93K
Select equity group	3.34M	0.91%	-877.97K
Sarasin & partners llp	-	-	-876.84K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.41M	0.01%	1.41M	$96.18M
Twinbeech capital lp	167.61K	0.20%	167.61K	$11.43M
Edgestream partners	136.50K	0.40%	136.50K	$9.31M
Raymond james financial	102.84K	0.00%	102.84K	$7.01M
Sandler capital management	100.00K	0.88%	100.00K	$8.18M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Delos wealth advisors	-3.00
Advisornet financial	-5.00
Spire wealth management	-6.00
Visionpoint advisory group	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	631	-5.82%	110,192,350	1.55%	75	1.36%	296	4.96%	238	-13.14%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	3.76M	2.62%	-71.27K
Vanguard Total Stock Mkt Idx Inv	3.76M	2.62%	5.29K
Vanguard Institutional 500 Index Trust	3.30M	2.30%	20.03K
Impax Water Strategy Composite	3.29M	2.30%	214.58K
Vanguard Small Cap Index	3.04M	2.12%	2.48K
ProShares S&P 500 Dividend Aristocrats	2.40M	1.67%	-
Invesco S&P 500® Equal Weight ETF	2.17M	1.51%	4.63K
Vanguard Small Cap Growth Index Inv	1.71M	1.19%	-9.89K
BNP Paribas Aqua I	1.66M	1.16%	110.45K
BNP Paribas Aqua C C	1.63M	1.14%	104.26K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 27, 2025	Carver Samuel M.	SVP - Global Operations	Sell	$230.14K
Feb 07, 2025	Karge Douglas Samuel	SVP - President NA Water Treat	Sell	$27.51K
Feb 07, 2025	Heideman Robert J	Senior VP, CTO	Sell	$67.36K
Aug 07, 2024	Carver Samuel M.	SVP - Global Operations	Sell	$1.19M
Jul 30, 2024	BROWN RONALD D	-	Sell	$311.07K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	3
2024 Q4	-	-
2024 Q3	-	2
2024 Q2	-	-

AOS Ownership FAQ

Who Owns A. O. Smith?

A. O. Smith shareholders are primarily institutional investors at 75.60%, followed by 0.85% insiders and 23.55% retail investors. The average institutional ownership in A. O. Smith's industry, Industrial Machinery Stocks, is 57.70%, which A. O. Smith exceeds.

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

A. O. Smith’s largest shareholders are Vanguard group (14.12M shares, 9.70%), Blackrock funding, inc. /de (8.78M shares, 6.03%), and Blackrock (8.81M shares, 5.99%). Together, they hold 21.72% 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 2.55% of its assets in 111.59K A. O. Smith shares, valued at 7.61M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of A. O. Smith shares, with 2.62% of its total shares outstanding invested in 3.76M A. O. Smith shares.

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