A. O. Smith Ownership 2024 | Who Owns A. O. Smith Now?
Institutional Ownership
74.91%
Insider Ownership
0.73%
Retail Ownership
24.36%
Institutional Holders
619.00
A. O. Smith Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.59% | 0.02% | 14,108,791 | -121,952 | -0.86% | 1,153,816,928 | Jun 30, 2024 |
| BLACKROCK INC. | 5.99% | 0.02% | 8,814,159 | -1,757,216 | -16.62% | 720,821,916 | Jun 30, 2024 |
| STATE STREET CORP | 5.04% | 0.03% | 7,421,815 | 158,645 | 2.18% | 606,956,031,000 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 2.62% | 1.24% | 3,852,467 | 400,304 | 11.60% | 315,054,751 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.40% | 0.03% | 3,534,312 | 135,453 | 3.99% | 288,419,994 | Jun 30, 2024 |
| INVESCO LTD. | 2.34% | 0.06% | 3,438,482 | 500,519 | 17.04% | 281,199,060 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.21% | 1.08% | 3,249,211 | - | - | 265,720,476 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.51% | 0.08% | 2,215,201 | 103,530 | 4.90% | 181,159,135 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 1.39% | 0.78% | 2,046,798 | 72,856 | 3.69% | 167,387,140 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.38% | 0.44% | 2,030,180 | -104,616 | -4.90% | 166,028,120 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.32% | 0.16% | 1,941,637 | -53,414 | -2.68% | 158,787,088 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.30% | 0.01% | 1,908,523 | -67,107 | -3.40% | 156,079,027 | Jun 30, 2024 |
| MORGAN STANLEY | 1.20% | 0.01% | 1,764,747 | -32,111 | -1.79% | 144,321,230 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.18% | 0.16% | 1,730,010 | -56,102 | -3.14% | 141,480,011 | Jun 30, 2024 |
| NORGES BANK | 0.96% | 0.02% | 1,410,435 | 1,410,435 | 100.00% | 115,345,374 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.95% | 0.16% | 1,393,519 | 66,933 | 5.05% | 113,961,994,000 | Jun 30, 2024 |
| AMUNDI | 0.93% | 0.04% | 1,372,741 | -417,975 | -23.34% | 111,851,819 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.86% | 0.02% | 1,263,873 | 9,857 | 0.79% | 103,359,533,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.83% | 0.02% | 1,225,446 | -5,077 | -0.41% | 100,216,974 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.81% | 0.03% | 1,194,731 | 19,890 | 1.69% | 97,708,454 | Jun 30, 2024 |
A. O. Smith's largest institutional shareholder is VANGUARD GROUP INC, holding 9.59% of the company's total share outstanding, currently valued at $1.15B. The top 10 institutional shareholders own together 34.46% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 1060 CAPITAL, LLC | 0.03% | 8.91% | 50,000 | 50,000 | 100.00% | 4,089,000 | Jun 30, 2024 |
| ATWATER MALICK LLC | 0.08% | 3.12% | 110,782 | 1,174 | 1.07% | 9,059,726 | Jun 30, 2024 |
| PEMBROKE MANAGEMENT, LTD | 0.18% | 2.97% | 270,748 | -19,418 | -6.69% | 22,141,771 | Jun 30, 2024 |
| BANCO BTG PACTUAL S.A. | 0.04% | 2.69% | 52,500 | 52,500 | 100.00% | 17,231,025 | Jun 30, 2024 |
| NORTHSTAR ASSET MANAGEMENT INC | 0.08% | 2.45% | 117,304 | 360 | 0.31% | 9,593,121 | Jun 30, 2024 |
| BRENDEL FINANCIAL ADVISORS LLC | 0.03% | 2.08% | 40,031 | 40,031 | 100.00% | 3,274,000 | Jun 30, 2024 |
| HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.07% | 1.71% | 99,377 | -15,945 | -13.83% | 8,127,000 | Jun 30, 2024 |
| ANCHOR CAPITAL ADVISORS LLC | 0.46% | 1.56% | 678,363 | -103,793 | -13.27% | 55,476,527 | Jun 30, 2024 |
| FOYSTON, GORDON, & PAYNE INC | 0.05% | 1.48% | 73,461 | -1,264 | -1.69% | 6,007,641 | Jun 30, 2024 |
| ROBECO SCHWEIZ AG | 0.62% | 1.43% | 910,547 | -39,266 | -4.13% | 74,464,534 | Jun 30, 2024 |
| BOSTON FINANCIAL MANGEMENT LLC | 0.37% | 1.41% | 541,612 | 1,457 | 0.27% | 44,293,064 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 2.62% | 1.24% | 3,852,467 | 400,304 | 11.60% | 315,054,751 | Jun 30, 2024 |
| PATTEN & PATTEN INC/TN | 0.14% | 1.18% | 205,612 | -5,310 | -2.52% | 16,814,949 | Jun 30, 2024 |
| WILLIS INVESTMENT COUNSEL | 0.14% | 1.15% | 203,452 | 143 | 0.07% | 16,638,305 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.21% | 1.08% | 3,249,211 | - | - | 265,720,476 | Jun 30, 2024 |
| APPLIED CAPITAL LLC/FL | 0.01% | 1.07% | 15,044 | - | - | 1,230,298 | Jun 30, 2024 |
| EUKLES ASSET MANAGEMENT | 0.02% | 1.06% | 29,828 | 48 | 0.16% | 2,439,322 | Jun 30, 2024 |
| CBOE VEST FINANCIAL, LLC | 0.35% | 1.01% | 512,964 | 45,680 | 9.78% | 41,950,196 | Jun 30, 2024 |
| FREEDOM DAY SOLUTIONS, LLC | 0.02% | 0.98% | 35,275 | 980 | 2.86% | 2,884,760 | Jun 30, 2024 |
| SCHWARTZ INVESTMENT COUNSEL INC | 0.21% | 0.92% | 305,133 | - | - | 24,953,777 | Jun 30, 2024 |
The largest A. O. Smith shareholder by % of total assets is 1060 CAPITAL, LLC. The company owns 50.00K shares of A. O. Smith (AOS), representing 8.91% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.96% | 0.02% | 1,410,435 | 1,410,435 | 100.00% | 115,345,374 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.35% | 0.07% | 517,382 | 517,382 | 100.00% | 42,311,500 | Jun 30, 2024 |
| INVESCO LTD. | 2.34% | 0.06% | 3,438,482 | 500,519 | 17.04% | 281,199,060 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 2.62% | 1.24% | 3,852,467 | 400,304 | 11.60% | 315,054,751 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.27% | 0.08% | 395,700 | 387,305 | 4613.52% | 32,360,346 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.23% | 0.58% | 345,557 | 345,557 | 100.00% | 28,259,651 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.46% | 0.02% | 682,135 | 284,431 | 71.52% | 55,784,999 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.13% | 0.10% | 194,109 | 194,109 | 100.00% | 15,874,233 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.17% | 0.02% | 250,805 | 168,474 | 204.63% | 20,510,897 | Jun 30, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | 0.11% | 0.70% | 162,861 | 162,699 | 100431.48% | 13,318,773 | Jun 30, 2024 |
| STATE STREET CORP | 5.04% | 0.03% | 7,421,815 | 158,645 | 2.18% | 606,956,031,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.40% | 0.03% | 3,534,312 | 135,453 | 3.99% | 288,419,994 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.21% | 0.07% | 311,792 | 128,181 | 69.81% | 25,498,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.30% | 0.01% | 446,411 | 106,263 | 31.24% | 36,507,492 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.51% | 0.08% | 2,215,201 | 103,530 | 4.90% | 181,159,135 | Jun 30, 2024 |
| SANDLER CAPITAL MANAGEMENT | 0.07% | 0.88% | 100,000 | 100,000 | 100.00% | 8,178,000 | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | 0.07% | 0.40% | 98,213 | 98,213 | 100.00% | 8,031,859 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.06% | 0.03% | 94,642 | 82,355 | 670.26% | 7,739,823 | Jun 30, 2024 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 0.05% | 0.11% | 78,249 | 75,345 | 2594.52% | 6,399,000 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 1.39% | 0.78% | 2,046,798 | 72,856 | 3.69% | 167,387,140 | Jun 30, 2024 |
As of Jun 30 2024, A. O. Smith's largest institutional buyer is NORGES BANK. The company purchased 1.41M stocks of AOS, valued at $115.35M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 5.99% | 0.02% | 8,814,159 | -1,757,216 | -16.62% | 720,821,916 | Jun 30, 2024 |
| BESSEMER GROUP INC | 0.02% | 0.00% | 29,563 | -755,018 | -96.23% | 2,416,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.15% | 0.03% | 219,846 | -418,326 | -65.55% | 17,979,006 | Jun 30, 2024 |
| AMUNDI | 0.93% | 0.04% | 1,372,741 | -417,975 | -23.34% | 111,851,819 | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | 0.11% | 0.10% | 157,904 | -237,585 | -60.07% | 12,913,389 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.54% | 0.01% | 791,454 | -237,544 | -23.09% | 64,725,000 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.24% | 0.03% | 350,867 | -201,693 | -36.50% | 28,693,904 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -180,818 | -100.00% | - | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.05% | 0.06% | 80,534 | -174,999 | -68.48% | 6,586,071 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 2,755 | -171,815 | -98.42% | 246,463 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.79% | 0.11% | 1,164,896 | -158,797 | -12.00% | 95,265,459 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.32% | 0.06% | 467,922 | -137,799 | -22.75% | 38,266,666 | Jun 30, 2024 |
| BARCLAYS PLC | 0.17% | 0.01% | 246,714 | -137,719 | -35.82% | 20,175,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -133,373 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.59% | 0.02% | 14,108,791 | -121,952 | -0.86% | 1,153,816,928 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -118,823 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.61% | 0.02% | 901,326 | -118,489 | -11.62% | 73,710,420 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.41% | 0.05% | 598,290 | -109,172 | -15.43% | 48,928,156 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.05% | 0.16% | 70,317 | -105,820 | -60.08% | 5,750,540 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.38% | 0.44% | 2,030,180 | -104,616 | -4.90% | 166,028,120 | Jun 30, 2024 |
As of Jun 30 2024, A. O. Smith's biggest institutional seller is BLACKROCK INC.. The company sold -1.76M shares of AOS, valued at $720.82M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.96% | 0.02% | 1,410,435 | 1,410,435 | 100.00% | 115,345,374 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.35% | 0.07% | 517,382 | 517,382 | 100.00% | 42,311,500 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.23% | 0.58% | 345,557 | 345,557 | 100.00% | 28,259,651 | Jun 30, 2024 |
| SANDLER CAPITAL MANAGEMENT | 0.07% | 0.88% | 100,000 | 100,000 | 100.00% | 8,178,000 | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | 0.07% | 0.40% | 98,213 | 98,213 | 100.00% | 8,031,859 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.04% | 0.21% | 56,551 | 56,551 | 100.00% | 4,624,801 | Jun 30, 2024 |
| BANCO BTG PACTUAL S.A. | 0.04% | 2.69% | 52,500 | 52,500 | 100.00% | 17,231,025 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.03% | 0.05% | 50,459 | 50,459 | 100.00% | 4,126,537 | Jun 30, 2024 |
| 1060 CAPITAL, LLC | 0.03% | 8.91% | 50,000 | 50,000 | 100.00% | 4,089,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.01% | 31,493 | 31,493 | 100.00% | 2,575,498 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.02% | 0.02% | 31,259 | 31,259 | 100.00% | 2,556,361 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.02% | 28,054 | 28,054 | 100.00% | 2,294,256 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.01% | 26,735 | 26,735 | 100.00% | 2,186,388 | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.02% | 0.05% | 25,375 | 25,375 | 100.00% | 2,075,189 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.02% | 0.00% | 25,000 | 25,000 | 100.00% | 2,044,500 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.02% | 17,865 | 17,865 | 100.00% | 1,461,000 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.01% | 0.10% | 14,580 | 14,580 | 100.00% | 1,192,000 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.01% | 0.04% | 9,396 | 9,396 | 100.00% | 768,405 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 9,348 | 9,348 | 100.00% | 764,479 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.02% | 9,316 | 9,316 | 100.00% | 761,862 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.01% | 0.05% | 8,549 | 8,549 | 100.00% | 699,000 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.01% | 0.14% | 8,334 | 8,334 | 100.00% | 681,555 | Jun 30, 2024 |
| CLARO ADVISORS LLC | 0.01% | 0.10% | 7,799 | 7,799 | 100.00% | 637,771 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.01% | 0.01% | 7,593 | 7,593 | 100.00% | 620,955 | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | 0.01% | 0.02% | 7,411 | 7,411 | 100.00% | 606,000 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.06% | 6,240 | 6,240 | 100.00% | 510,307 | Jun 30, 2024 |
| ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.47% | 5,800 | 5,800 | 100.00% | 474,324 | Jun 30, 2024 |
| EHP FUNDS INC. | 0.00% | 0.20% | 5,000 | 5,000 | 100.00% | 408,900 | Jun 30, 2024 |
| LMR PARTNERS LLP | 0.00% | 0.00% | 4,994 | 4,994 | 100.00% | 408,409 | Jun 30, 2024 |
| SIMON QUICK ADVISORS, LLC | 0.00% | 0.02% | 4,157 | 4,157 | 100.00% | 339,960 | Jun 30, 2024 |
| MEEDER ADVISORY SERVICES, INC. | 0.00% | 0.02% | 3,686 | 3,686 | 100.00% | 301,441 | Jun 30, 2024 |
| MGO ONE SEVEN LLC | 0.00% | 0.01% | 3,414 | 3,414 | 100.00% | 279,208 | Jun 30, 2024 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 3,084 | 3,084 | 100.00% | 252,235 | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | 0.00% | 0.00% | 3,055 | 3,055 | 100.00% | 249,838 | Jun 30, 2024 |
| ARISTIDES CAPITAL LLC | 0.00% | 0.07% | 3,044 | 3,044 | 100.00% | 248,938 | Jun 30, 2024 |
| CARDIFF PARK ADVISORS, LLC | 0.00% | 0.02% | 3,007 | 3,007 | 100.00% | 245,945 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.00% | 0.02% | 2,856 | 2,856 | 100.00% | 234,000 | Jun 30, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.00% | 0.00% | 2,835 | 2,835 | 100.00% | 231,853 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 2,798 | 2,798 | 100.00% | 228,820 | Jun 30, 2024 |
| WELCH GROUP, LLC | 0.00% | 0.01% | 2,754 | 2,754 | 100.00% | 225,223 | Jun 30, 2024 |
| SUMMIT FINANCIAL, LLC | 0.00% | 0.01% | 2,606 | 2,606 | 100.00% | 213,119 | Jun 30, 2024 |
| BENJAMIN EDWARDS INC | 0.00% | 0.02% | 1,141 | 1,141 | 100.00% | 93,000 | Jun 30, 2024 |
| MASCOMA WEALTH MANAGEMENT LLC | 0.00% | 0.02% | 855 | 855 | 100.00% | 69,922 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 606 | 606 | 100.00% | 49,559 | Jun 30, 2024 |
| ISTHMUS PARTNERS, LLC | 0.00% | 0.24% | 325 | 325 | 100.00% | 2,533,884 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.02% | 300 | 300 | 100.00% | 24,534 | Jun 30, 2024 |
| 0.00% | 0.01% | 296 | 296 | 100.00% | 24,207 | Jun 30, 2024 | |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 244 | 244 | 100.00% | 19,955 | Jun 30, 2024 |
| TOBAM | 0.00% | 0.00% | 240 | 240 | 100.00% | 20,000 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 16 | 16 | 100.00% | 1,309 | Jun 30, 2024 |
| THOMAS J. HERZFELD ADVISORS, INC. | - | 0.00% | 16 | 16 | 100.00% | 1,308 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 9 | 9 | 100.00% | 735 | Jun 30, 2024 |
A. O. Smith's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.41M shares, valued at $115.35M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | - | - | - | -180,818 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -133,373 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -118,823 | -100.00% | - | Jun 30, 2024 |
| SIENNA GESTION | - | - | - | -85,488 | -100.00% | - | Jun 30, 2024 |
| BANCO SANTANDER, S.A. | - | - | - | -47,315 | -100.00% | - | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | - | - | - | -38,997 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -37,687 | -100.00% | - | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | - | - | - | -35,492 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -32,966 | -100.00% | - | Jun 30, 2024 |
| AGF MANAGEMENT LTD | - | - | - | -27,980 | -100.00% | - | Jun 30, 2024 |
| FCF ADVISORS LLC | - | - | - | -24,013 | -100.00% | - | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -23,538 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -22,400 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -16,870 | -100.00% | - | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -14,933 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -11,900 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -10,642 | -100.00% | - | Jun 30, 2024 |
| SRB CORP | - | - | - | -8,657 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -8,544 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -8,495 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -8,255 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -8,134 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -8,000 | -100.00% | - | Jun 30, 2024 |
| BANCO BTG PACTUAL S.A. | - | - | - | -7,300 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -6,693 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | - | - | - | -6,543 | -100.00% | - | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | - | - | - | -6,109 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -5,176 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,953 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -4,949 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -4,156 | -100.00% | - | Jun 30, 2024 |
| AVESTAR CAPITAL, LLC | - | - | - | -4,043 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -3,870 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA LIFE INSURANCE CO | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -3,423 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -3,180 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA ASSET MANAGEMENT CO LTD. | - | - | - | -3,030 | -100.00% | - | Jun 30, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | - | - | - | -2,960 | -100.00% | - | Jun 30, 2024 |
| NIXON PEABODY TRUST CO | - | - | - | -2,830 | -100.00% | - | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -2,771 | -100.00% | - | Jun 30, 2024 |
| TREK FINANCIAL, LLC | - | - | - | -2,580 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -2,519 | -100.00% | - | Jun 30, 2024 |
| SOMERSET TRUST CO | - | - | - | -2,414 | -100.00% | - | Jun 30, 2024 |
| S&CO INC | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| TFG ADVISERS LLC | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -2,384 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -2,371 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
| LAKE STREET ADVISORS GROUP, LLC | - | - | - | -2,246 | -100.00% | - | Jun 30, 2024 |
| CIDEL ASSET MANAGEMENT INC | - | - | - | -2,245 | -100.00% | - | Jun 30, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -1,890 | -100.00% | - | Jun 30, 2024 |
| SPIRE WEALTH MANAGEMENT | - | - | - | -1,577 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,218 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -737 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -613 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -564 | -100.00% | - | Jun 30, 2024 |
| CANDRIAM S.C.A. | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -369 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -172 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -109 | -100.00% | - | Jun 30, 2024 |
| BOKF, NA | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CAPITAL ADVISORY, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
A. O. Smith's largest sold out institutional shareholder by shares sold is TWO SIGMA INVESTMENTS, LP, sold -0.18M shares, valued at -, as of undefined.
A. O. Smith Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Eaton Vance Enhanced Equity Income Fund II | 1.60% | 130,259 | - | - | Mar 31, 2024 |
| Tax-Managed Value Portfolio | 1.04% | 100,490 | - | - | Jan 31, 2024 |
| LORD ABBETT MID CAP STOCK FUND INC | 1.00% | 271,030 | - | - | Mar 31, 2024 |
| Fiera Capital Series Trust | 0.99% | 19,710 | -712 | -3.49% | Jun 30, 2023 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.60% | 6,769 | - | - | Mar 31, 2023 |
| NICHOLAS II, INC | 0.42% | 197,850 | - | - | Dec 31, 2023 |
| Siren ETF Trust | 0.30% | 11,106 | 540 | 5.11% | Mar 31, 2024 |
| OSI ETF Trust | 0.27% | 47,150 | 2,535 | 5.68% | Mar 31, 2022 |
| NICHOLAS Ltd EDITION, INC. | 0.27% | 88,706 | - | - | Dec 31, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.24% | 45,066 | -230 | -0.51% | Mar 28, 2024 |
| Bread & Butter Fund Inc. | 0.20% | 600 | - | - | Jun 30, 2020 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.19% | 218,225 | -37,360 | -14.62% | Mar 28, 2024 |
| HEARTLAND GROUP INC | 0.18% | 103,706 | 30,802 | 42.25% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.16% | 85,812 | - | - | Mar 31, 2024 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 0.14% | 35,404 | -41,197 | -53.78% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.13% | 1,313,312 | -186,161 | -12.42% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.12% | 7,490 | 7,490 | - | Feb 29, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.11% | 202,336 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.10% | 12,010 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.10% | 3,187 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.10% | 34,000 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.09% | 443,042 | - | - | Jan 31, 2024 |
| MARSICO INVESTMENT FUND | 0.09% | 111,380 | - | - | Mar 31, 2024 |
| Absolute Shares Trust | 0.09% | 34,807 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.09% | 13,948 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.09% | 32,488 | - | - | Mar 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.08% | 226,577 | -5,968 | -2.57% | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.08% | 437,847 | 432,333 | 7840.64% | Mar 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.07% | 12,061 | -26 | -0.22% | Sep 30, 2021 |
| SYNTAX ETF TRUST | 0.07% | 2,079 | 277 | 15.37% | Mar 31, 2024 |
| Monteagle Funds | 0.07% | 2,700 | - | - | Feb 29, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.06% | 3,959 | - | - | Feb 29, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.06% | 11,640 | - | - | Feb 29, 2024 |
| AB LARGE CAP GROWTH FUND INC | 0.06% | 728,141 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.05% | 212,933 | 194,402 | 1049.06% | Jan 31, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.05% | 303,600 | - | - | Mar 31, 2024 |
| TrimTabs ETF Trust | 0.05% | 31,924 | 12,702 | 66.08% | Jan 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.04% | 2,824 | - | - | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.04% | 1,492,988 | -31,901 | -2.09% | Mar 31, 2024 |
| Index Funds | 0.04% | 318 | -5 | -1.55% | Mar 31, 2024 |
| Keeley Funds, Inc. | 0.03% | 8,226 | - | - | Dec 29, 2023 |
| Voya Infrastructure, Industrials & Materials Fund | 0.03% | 8,020 | 1,678 | 26.46% | Feb 29, 2024 |
| CONESTOGA FUNDS | 0.03% | 38,265 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.03% | 881,198 | -15,097 | -1.68% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.03% | 138,564 | -124,104 | -47.25% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.03% | 2,352,363 | -25,006 | -1.05% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 11,738,050 | 18,369 | 0.16% | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.03% | 22,200 | -1,000 | -4.31% | Dec 29, 2023 |
| Calvert Responsible Index Series, Inc. | 0.02% | 35,558 | -8 | -0.02% | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 0.02% | 127,035 | - | - | Jan 31, 2024 |
| FMI FUNDS INC | 0.02% | 143,000 | - | - | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.02% | 1,023,920 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.02% | 553,634 | - | - | Jan 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.02% | 6,066 | 275 | 4.75% | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.02% | 575,772 | 40,603 | 7.59% | Mar 31, 2024 |
| AGF Investments Trust | 0.02% | -298 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.02% | 35,865 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 9,266 | - | - | Mar 31, 2024 |
| ICON FUNDS | 0.02% | 23,207 | - | - | Jun 30, 2020 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.01% | 1,400 | - | - | Feb 29, 2024 |
| AZZAD FUNDS | 0.01% | 33,364 | -3,839 | -10.32% | Mar 31, 2024 |
| TOCQUEVILLE TRUST | 0.01% | 2,000 | - | - | Jan 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.01% | 152,855 | - | - | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 84,355 | 1,355 | 1.63% | Jan 31, 2024 |
| Gabelli Global Small & Mid Cap Value Trust | 0.01% | 1,300 | -400 | -23.53% | Dec 29, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 29,975 | -221,056 | -88.06% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 538,106 | -74,097 | -12.10% | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 702,343 | -9,644 | -1.35% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 122,348 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.01% | 4,713 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,619 | -452 | -14.72% | Mar 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.01% | 7,976 | -1,079 | -11.92% | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.01% | 21,689 | - | - | Jan 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 53,658 | - | - | Mar 28, 2024 |
| Forethought Variable Insurance Trust | 0.01% | 45,098 | -14,912 | -24.85% | Mar 28, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 43,682 | 15,129 | 52.99% | Feb 29, 2024 |
| Natixis ETF Trust | 0.01% | 2,007 | 873 | 76.98% | Mar 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 3,074 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.01% | 45,859 | -898 | -1.92% | Mar 31, 2024 |
| Meeder Funds | 0.01% | 45,556 | 33,533 | 278.91% | Mar 31, 2024 |
| SSGA FUNDS | 0.01% | 4,100 | -800 | -16.33% | Feb 29, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.01% | 42,042 | 40,392 | 2448.00% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,873,028 | 18,639 | 1.01% | Feb 29, 2024 |
| ALPS ETF Trust | 0.01% | 111,351 | 20,076 | 22.00% | Feb 29, 2024 |
| PROSHARES TRUST | 0.01% | 2,133,199 | -256,566 | -10.74% | Feb 29, 2024 |
| Federated Hermes Index Trust | 0.01% | 1,844 | -201 | -9.83% | Jan 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.01% | 42,826 | - | - | Feb 29, 2024 |
| Lattice Strategies Trust | 0.01% | 9,801 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 14,425 | -208 | -1.42% | Jan 31, 2024 |
| Virtus Strategy Trust | 0.01% | 130,308 | - | - | Mar 28, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 6,753 | - | - | Jan 31, 2024 |
| Global Beta ETF Trust | 0.01% | 17 | - | - | May 31, 2022 |
| NUVEEN INVESTMENT TRUST | 0.01% | 3,400 | - | - | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.01% | 69,310 | -3,848 | -5.26% | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 66,200 | - | - | Jan 31, 2024 |
| ARCHER INVESTMENT SERIES TRUST | 0.01% | 1,600 | - | - | Feb 29, 2024 |
| Humankind Benefit Corp | 0.01% | 112 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 49,242 | - | - | Feb 29, 2024 |
| SCM Trust | 0.00% | 13,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 94,954 | -2,421 | -2.49% | Mar 31, 2024 |
A. O. Smith's largest mutual fund holder by % of total assets is "Eaton Vance Enhanced Equity Income Fund II", owning 130.26K shares, compromising 1.60% of its total assets.
A. O. Smith Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 619 | -6.50% |
| 31 Mar, 24 | 662 | 4.25% |
| 31 Dec, 23 | 635 | 8.73% |
| 30 Sep, 23 | 584 | -0.68% |
| 30 Jun, 23 | 588 | 7.89% |
| 31 Mar, 23 | 545 | 2.64% |
| 31 Dec, 22 | 531 | -1.30% |
| 30 Sep, 22 | 538 | - |
| 30 Jun, 22 | 538 | -8.19% |
| 31 Mar, 22 | 586 | 0.86% |
| 31 Dec, 21 | 581 | 9.42% |
| 30 Sep, 21 | 531 | -2.03% |
| 30 Jun, 21 | 542 | 3.24% |
| 31 Mar, 21 | 525 | 2.34% |
| 31 Dec, 20 | 513 | 6.43% |
| 30 Sep, 20 | 482 | 1.05% |
| 30 Jun, 20 | 477 | 8.66% |
| 31 Mar, 20 | 439 | -6.99% |
| 31 Dec, 19 | 472 | 1.29% |
| 30 Sep, 19 | 466 | -5.86% |
| 30 Jun, 19 | 495 | -7.13% |
| 31 Mar, 19 | 533 | 5.13% |
| 31 Dec, 18 | 507 | -3.24% |
| 30 Sep, 18 | 524 | 0.77% |
| 30 Jun, 18 | 520 | 2.16% |
| 31 Mar, 18 | 509 | 5.82% |
| 31 Dec, 17 | 481 | 3.66% |
| 30 Sep, 17 | 464 | 4.74% |
| 30 Jun, 17 | 443 | -1.99% |
| 31 Mar, 17 | 452 | -1.95% |
| 31 Dec, 16 | 461 | 2.22% |
| 30 Sep, 16 | 451 | 6.37% |
| 30 Jun, 16 | 424 | 12.47% |
| 31 Mar, 16 | 377 | -2.08% |
| 31 Dec, 15 | 385 | 8.76% |
| 30 Sep, 15 | 354 | 8.92% |
| 30 Jun, 15 | 325 | 10.17% |
| 31 Mar, 15 | 295 | 12.17% |
| 31 Dec, 14 | 263 | 7.79% |
| 30 Sep, 14 | 244 | -4.69% |
| 30 Jun, 14 | 256 | -9.86% |
| 31 Mar, 14 | 284 | -3.40% |
| 31 Dec, 13 | 294 | 11.36% |
| 30 Sep, 13 | 264 | -1.12% |
| 30 Jun, 13 | 267 | 149.53% |
| 31 Mar, 13 | 107 | - |
| 31 Dec, 12 | 107 | 10.31% |
| 30 Sep, 12 | 97 | 18.29% |
| 30 Jun, 12 | 82 | -4.65% |
| 31 Mar, 12 | 86 | 16.22% |
| 31 Dec, 11 | 74 | 17.46% |
| 30 Sep, 11 | 63 | -11.27% |
| 30 Jun, 11 | 71 | 16.39% |
| 31 Mar, 11 | 61 | -1.61% |
| 31 Dec, 10 | 62 | 3.33% |
| 30 Sep, 10 | 60 | - |
| 30 Jun, 10 | 60 | 3.45% |
| 31 Mar, 10 | 58 | 7.41% |
| 31 Dec, 09 | 54 | 12.50% |
| 30 Sep, 09 | 48 | 11.63% |
| 30 Jun, 09 | 43 | 2.38% |
| 31 Mar, 09 | 42 | -26.32% |
| 31 Dec, 08 | 57 | 14.00% |
| 30 Sep, 08 | 50 | 25.00% |
| 30 Jun, 08 | 40 | -16.67% |
| 31 Mar, 08 | 48 | 26.32% |
| 31 Dec, 07 | 38 | -2.56% |
| 30 Sep, 07 | 39 | 8.33% |
| 30 Jun, 07 | 36 | -5.26% |
| 31 Mar, 07 | 38 | 8.57% |
| 31 Dec, 06 | 35 | 9.38% |
| 30 Sep, 06 | 32 | -5.88% |
| 30 Jun, 06 | 34 | -8.11% |
| 31 Mar, 06 | 37 | 42.31% |
| 31 Dec, 05 | 26 | - |
| 30 Sep, 05 | 26 | -3.70% |
| 30 Jun, 05 | 27 | -3.57% |
| 31 Mar, 05 | 28 | 16.67% |
| 31 Dec, 04 | 24 | -7.69% |
| 30 Sep, 04 | 26 | 8.33% |
| 30 Jun, 04 | 24 | -14.29% |
| 31 Mar, 04 | 28 | 3.70% |
| 31 Dec, 03 | 27 | 12.50% |
| 30 Sep, 03 | 24 | 4.35% |
| 30 Jun, 03 | 23 | 4.55% |
| 31 Mar, 03 | 22 | 10.00% |
| 31 Dec, 02 | 20 | -4.76% |
| 30 Sep, 02 | 21 | 23.53% |
| 30 Jun, 02 | 17 | 30.77% |
| 31 Mar, 02 | 13 | 62.50% |
| 31 Dec, 01 | 8 | -11.11% |
| 30 Sep, 01 | 9 | -10.00% |
| 30 Jun, 01 | 10 | -16.67% |
| 31 Mar, 01 | 12 | -7.69% |
| 31 Dec, 00 | 13 | -7.14% |
| 30 Sep, 00 | 14 | - |
| 30 Jun, 00 | 14 | 7.69% |
| 31 Mar, 00 | 13 | - |
| 31 Dec, 99 | 13 | -7.14% |
| 30 Sep, 99 | 14 | -12.50% |
| 30 Jun, 99 | 16 | 14.29% |
| 31 Mar, 99 | 14 | 600.00% |
| 31 Dec, 98 | 2 | - |
As of 30 Jun 24, 619 institutions are holding A. O. Smith's shares, representing a decrease of -6.50% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 110,251,546 | -1.97% |
| 31 Mar, 24 | 112,461,560 | 1.00% |
| 31 Dec, 23 | 111,348,410 | 0.13% |
| 30 Sep, 23 | 111,206,039 | -1.32% |
| 30 Jun, 23 | 112,688,014 | -1.07% |
| 31 Mar, 23 | 113,901,538 | -1.23% |
| 31 Dec, 22 | 115,324,622 | -3.05% |
| 30 Sep, 22 | 118,958,229 | 2.74% |
| 30 Jun, 22 | 115,789,194 | -3.92% |
| 31 Mar, 22 | 120,518,093 | 0.17% |
| 31 Dec, 21 | 120,317,927 | -0.62% |
| 30 Sep, 21 | 121,068,821 | 1.59% |
| 30 Jun, 21 | 119,170,854 | -2.30% |
| 31 Mar, 21 | 121,978,147 | 1.66% |
| 31 Dec, 20 | 119,981,407 | -1.95% |
| 30 Sep, 20 | 122,366,789 | -4.04% |
| 30 Jun, 20 | 127,522,614 | -2.14% |
| 31 Mar, 20 | 130,310,879 | -0.75% |
| 31 Dec, 19 | 131,291,428 | 0.30% |
| 30 Sep, 19 | 130,899,182 | 2.68% |
| 30 Jun, 19 | 127,486,652 | -0.13% |
| 31 Mar, 19 | 127,650,820 | -1.86% |
| 31 Dec, 18 | 130,071,975 | -1.78% |
| 30 Sep, 18 | 132,430,807 | 2.18% |
| 30 Jun, 18 | 129,609,122 | -0.42% |
| 31 Mar, 18 | 130,151,172 | 1.56% |
| 31 Dec, 17 | 128,157,647 | -1.76% |
| 30 Sep, 17 | 130,455,631 | 0.74% |
| 30 Jun, 17 | 129,493,764 | -1.65% |
| 31 Mar, 17 | 131,670,512 | 0.47% |
| 31 Dec, 16 | 131,048,283 | 98.27% |
| 30 Sep, 16 | 66,095,181 | -2.09% |
| 30 Jun, 16 | 67,505,810 | 1.50% |
| 31 Mar, 16 | 66,506,226 | -2.06% |
| 31 Dec, 15 | 67,903,016 | 1.89% |
| 30 Sep, 15 | 66,644,567 | -0.80% |
| 30 Jun, 15 | 67,181,015 | -0.70% |
| 31 Mar, 15 | 67,655,149 | -0.53% |
| 31 Dec, 14 | 68,017,643 | 1.85% |
| 30 Sep, 14 | 66,780,716 | 0.96% |
| 30 Jun, 14 | 66,142,953 | -2.17% |
| 31 Mar, 14 | 67,610,650 | 2.38% |
| 31 Dec, 13 | 66,037,126 | -4.27% |
| 30 Sep, 13 | 68,986,055 | -0.15% |
| 30 Jun, 13 | 69,090,642 | 415.18% |
| 31 Mar, 13 | 13,410,892 | -10.68% |
| 31 Dec, 12 | 15,014,079 | 12.66% |
| 30 Sep, 12 | 13,326,875 | -10.12% |
| 30 Jun, 12 | 14,828,104 | -6.98% |
| 31 Mar, 12 | 15,941,321 | 16.79% |
| 31 Dec, 11 | 13,649,044 | -11.69% |
| 30 Sep, 11 | 15,456,533 | -20.05% |
| 30 Jun, 11 | 19,333,777 | 34.14% |
| 31 Mar, 11 | 14,413,340 | 14.54% |
| 31 Dec, 10 | 12,583,552 | 45.86% |
| 30 Sep, 10 | 8,627,037 | -4.73% |
| 30 Jun, 10 | 9,055,346 | 5.52% |
| 31 Mar, 10 | 8,581,245 | -0.36% |
| 31 Dec, 09 | 8,612,616 | 8.40% |
| 30 Sep, 09 | 7,945,357 | 14.60% |
| 30 Jun, 09 | 6,932,840 | -14.91% |
| 31 Mar, 09 | 8,147,486 | -28.08% |
| 31 Dec, 08 | 11,328,786 | 12.24% |
| 30 Sep, 08 | 10,093,112 | 14.65% |
| 30 Jun, 08 | 8,803,081 | -3.74% |
| 31 Mar, 08 | 9,144,703 | 11.73% |
| 31 Dec, 07 | 8,184,561 | 36.38% |
| 30 Sep, 07 | 6,001,202 | 3.89% |
| 30 Jun, 07 | 5,776,745 | 66.81% |
| 31 Mar, 07 | 3,463,153 | -41.06% |
| 31 Dec, 06 | 5,875,910 | -4.91% |
| 30 Sep, 06 | 6,179,407 | 3.61% |
| 30 Jun, 06 | 5,963,891 | 9.80% |
| 31 Mar, 06 | 5,431,577 | 8.44% |
| 31 Dec, 05 | 5,008,608 | -24.11% |
| 30 Sep, 05 | 6,599,963 | 11.26% |
| 30 Jun, 05 | 5,932,250 | -2.76% |
| 31 Mar, 05 | 6,100,837 | -9.71% |
| 31 Dec, 04 | 6,757,265 | 5.22% |
| 30 Sep, 04 | 6,421,948 | 7.15% |
| 30 Jun, 04 | 5,993,658 | 29.71% |
| 31 Mar, 04 | 4,620,976 | -2.37% |
| 31 Dec, 03 | 4,733,369 | -7.18% |
| 30 Sep, 03 | 5,099,265 | 5.30% |
| 30 Jun, 03 | 4,842,717 | 11.09% |
| 31 Mar, 03 | 4,359,404 | -6.99% |
| 31 Dec, 02 | 4,686,824 | 130.33% |
| 30 Sep, 02 | 2,034,851 | -46.30% |
| 30 Jun, 02 | 3,789,184 | 39.40% |
| 31 Mar, 02 | 2,718,236 | 12.85% |
| 31 Dec, 01 | 2,408,738 | -4.95% |
| 30 Sep, 01 | 2,534,277 | -11.83% |
| 30 Jun, 01 | 2,874,467 | 6.95% |
| 31 Mar, 01 | 2,687,629 | 0.31% |
| 31 Dec, 00 | 2,679,403 | -3.52% |
| 30 Sep, 00 | 2,777,071 | -14.80% |
| 30 Jun, 00 | 3,259,294 | 10.01% |
| 31 Mar, 00 | 2,962,793 | 112.98% |
| 31 Dec, 99 | 1,391,086 | -63.85% |
| 30 Sep, 99 | 3,848,277 | 2.00% |
| 30 Jun, 99 | 3,772,954 | 5.50% |
| 31 Mar, 99 | 3,576,360 | 29772.70% |
| 31 Dec, 98 | 11,972 | - |
A. O. Smith (AOS) has 110.25M shares outstanding as of 30 Jun 24, down -1.97% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 74.91% | 1.28% |
| 31 Mar, 24 | 76.41% | 1.39% |
| 31 Dec, 23 | 74.26% | 1.35% |
| 30 Sep, 23 | 74.09% | 1.32% |
| 30 Jun, 23 | 74.89% | 1.31% |
| 31 Mar, 23 | 75.48% | 1.36% |
| 31 Dec, 22 | 74.51% | 1.25% |
| 30 Sep, 22 | 77.15% | 1.39% |
| 30 Jun, 22 | 74.37% | 1.26% |
| 31 Mar, 22 | 76.75% | 1.36% |
| 31 Dec, 21 | 75.24% | 1.30% |
| 30 Sep, 21 | 76.05% | 1.38% |
| 30 Jun, 21 | 74.37% | 1.30% |
| 31 Mar, 21 | 75.52% | 1.37% |
| 31 Dec, 20 | 74.17% | 1.29% |
| 30 Sep, 20 | 75.81% | 1.21% |
| 30 Jun, 20 | 79.10% | 1.22% |
| 31 Mar, 20 | 80.50% | 1.23% |
| 31 Dec, 19 | 80.86% | 1.27% |
| 30 Sep, 19 | 79.67% | 1.36% |
| 30 Jun, 19 | 76.42% | 1.32% |
| 31 Mar, 19 | 76.07% | 1.27% |
| 31 Dec, 18 | 77.35% | 1.27% |
| 30 Sep, 18 | 77.92% | 1.35% |
| 30 Jun, 18 | 75.99% | 1.31% |
| 31 Mar, 18 | 76.05% | 1.36% |
| 31 Dec, 17 | 74.66% | 1.29% |
| 30 Sep, 17 | 76.07% | 1.34% |
| 30 Jun, 17 | 75.22% | 1.30% |
| 31 Mar, 17 | 76.18% | 1.33% |
| 31 Dec, 16 | 75.56% | 5.20% |
| 30 Sep, 16 | 38.13% | 2.53% |
| 30 Jun, 16 | 38.86% | 2.69% |
| 31 Mar, 16 | 38.00% | 2.55% |
| 31 Dec, 15 | 38.60% | 2.68% |
| 30 Sep, 15 | 37.94% | 2.64% |
| 30 Jun, 15 | 37.88% | 2.63% |
| 31 Mar, 15 | 37.98% | 2.62% |
| 31 Dec, 14 | 38.04% | 2.73% |
| 30 Sep, 14 | 37.34% | 2.76% |
| 30 Jun, 14 | 36.76% | 2.65% |
| 31 Mar, 14 | 37.23% | 2.84% |
| 31 Dec, 13 | 36.19% | 2.60% |
| 30 Sep, 13 | 37.32% | 2.67% |
| 30 Jun, 13 | 37.38% | 71.42% |
| 31 Mar, 13 | 7.23% | 10.97% |
| 31 Dec, 12 | 8.12% | 15.87% |
| 30 Sep, 12 | 7.15% | 11.09% |
| 30 Jun, 12 | 8.03% | 10.93% |
| 31 Mar, 12 | 8.57% | 15.46% |
| 31 Dec, 11 | 7.45% | 10.65% |
| 30 Sep, 11 | 8.36% | 7.64% |
| 30 Jun, 11 | 10.46% | 17.45% |
| 31 Mar, 11 | 7.74% | 16.42% |
| 31 Dec, 10 | 6.87% | 31.02% |
| 30 Sep, 10 | 4.70% | 19.08% |
| 30 Jun, 10 | 4.97% | 22.59% |
| 31 Mar, 10 | 4.69% | 21.18% |
| 31 Dec, 09 | 4.71% | 8.08% |
| 30 Sep, 09 | 7.63% | 5.14% |
| 30 Jun, 09 | 12.18% | 5.94% |
| 31 Mar, 09 | 14.32% | 3.61% |
| 31 Dec, 08 | 19.91% | 6.33% |
| 30 Sep, 08 | 17.74% | 7.41% |
| 30 Jun, 08 | 15.47% | 5.99% |
| 31 Mar, 08 | 16.07% | 7.77% |
| 31 Dec, 07 | 14.38% | 12.93% |
| 30 Sep, 07 | 10.55% | 10.23% |
| 30 Jun, 07 | 10.15% | 27.41% |
| 31 Mar, 07 | 6.09% | 5.71% |
| 31 Dec, 06 | 10.33% | 8.76% |
| 30 Sep, 06 | 10.86% | 9.89% |
| 30 Jun, 06 | 10.48% | 11.50% |
| 31 Mar, 06 | 9.55% | 12.32% |
| 31 Dec, 05 | 8.80% | 6.54% |
| 30 Sep, 05 | 11.60% | 10.67% |
| 30 Jun, 05 | 10.43% | 9.07% |
| 31 Mar, 05 | 10.72% | 7.60% |
| 31 Dec, 04 | 11.88% | 9.32% |
| 30 Sep, 04 | 11.29% | 10.17% |
| 30 Jun, 04 | 10.53% | 15.97% |
| 31 Mar, 04 | 8.12% | 11.74% |
| 31 Dec, 03 | 8.32% | 10.36% |
| 30 Sep, 03 | 8.96% | 12.37% |
| 30 Jun, 03 | 8.51% | 14.50% |
| 31 Mar, 03 | 7.66% | 11.29% |
| 31 Dec, 02 | 8.24% | 64.41% |
| 30 Sep, 02 | 3.58% | 8.06% |
| 30 Jun, 02 | 6.66% | 29.18% |
| 31 Mar, 02 | 4.78% | 26.66% |
| 31 Dec, 01 | 4.23% | 21.34% |
| 30 Sep, 01 | 4.45% | 17.45% |
| 30 Jun, 01 | 5.05% | 22.64% |
| 31 Mar, 01 | 4.72% | 21.30% |
| 31 Dec, 00 | 4.71% | 19.77% |
| 30 Sep, 00 | 4.88% | 14.87% |
| 30 Jun, 00 | 5.73% | 21.13% |
| 31 Mar, 00 | 5.21% | 87.12% |
| 31 Dec, 99 | 2.44% | 5.35% |
| 30 Sep, 99 | 6.76% | 15.38% |
| 30 Jun, 99 | 6.63% | 16.79% |
| 31 Mar, 99 | 6.29% | 1422509.52% |
| 31 Dec, 98 | 0.02% | - |
As of 30 Jun 24, A. O. Smith is held by 74.91% institutional shareholders, representing a 1.28% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 287 | -6.51% |
| 31 Mar, 24 | 307 | 0.66% |
| 31 Dec, 23 | 305 | 9.71% |
| 30 Sep, 23 | 278 | 9.88% |
| 30 Jun, 23 | 253 | 3.27% |
| 31 Mar, 23 | 245 | -4.30% |
| 31 Dec, 22 | 256 | -1.54% |
| 30 Sep, 22 | 260 | -1.52% |
| 30 Jun, 22 | 264 | -12.87% |
| 31 Mar, 22 | 303 | 5.57% |
| 31 Dec, 21 | 287 | 8.71% |
| 30 Sep, 21 | 264 | 4.35% |
| 30 Jun, 21 | 253 | -10.60% |
| 31 Mar, 21 | 283 | -1.39% |
| 31 Dec, 20 | 287 | 25.88% |
| 30 Sep, 20 | 228 | -4.60% |
| 30 Jun, 20 | 239 | 6.22% |
| 31 Mar, 20 | 225 | -3.02% |
| 31 Dec, 19 | 232 | 8.92% |
| 30 Sep, 19 | 213 | -10.88% |
| 30 Jun, 19 | 239 | -19.53% |
| 31 Mar, 19 | 297 | 23.24% |
| 31 Dec, 18 | 241 | -13.93% |
| 30 Sep, 18 | 280 | 20.17% |
| 30 Jun, 18 | 233 | -1.27% |
| 31 Mar, 18 | 236 | -1.67% |
| 31 Dec, 17 | 240 | 14.83% |
| 30 Sep, 17 | 209 | 15.47% |
| 30 Jun, 17 | 181 | -6.22% |
| 31 Mar, 17 | 193 | -53.04% |
| 31 Dec, 16 | 411 | 104.48% |
| 30 Sep, 16 | 201 | -6.07% |
| 30 Jun, 16 | 214 | 10.88% |
| 31 Mar, 16 | 193 | 7.82% |
| 31 Dec, 15 | 179 | -3.76% |
| 30 Sep, 15 | 186 | 15.53% |
| 30 Jun, 15 | 161 | 8.78% |
| 31 Mar, 15 | 148 | 45.10% |
| 31 Dec, 14 | 102 | 17.24% |
| 30 Sep, 14 | 87 | -9.38% |
| 30 Jun, 14 | 96 | -21.95% |
| 31 Mar, 14 | 123 | -20.65% |
| 31 Dec, 13 | 155 | 38.39% |
| 30 Sep, 13 | 112 | -55.73% |
| 30 Jun, 13 | 253 | 328.81% |
| 31 Mar, 13 | 59 | -4.84% |
| 31 Dec, 12 | 62 | 10.71% |
| 30 Sep, 12 | 56 | 14.29% |
| 30 Jun, 12 | 49 | 11.36% |
| 31 Mar, 12 | 44 | 12.82% |
| 31 Dec, 11 | 39 | 8.33% |
| 30 Sep, 11 | 36 | - |
| 30 Jun, 11 | 36 | 12.50% |
| 31 Mar, 11 | 32 | -41.82% |
| 31 Dec, 10 | 55 | 71.88% |
| 30 Sep, 10 | 32 | -11.11% |
| 30 Jun, 10 | 36 | -7.69% |
| 31 Mar, 10 | 39 | 11.43% |
| 31 Dec, 09 | 35 | 25.00% |
| 30 Sep, 09 | 28 | 16.67% |
| 30 Jun, 09 | 24 | - |
| 31 Mar, 09 | 24 | -40.00% |
| 31 Dec, 08 | 40 | 17.65% |
| 30 Sep, 08 | 34 | 36.00% |
| 30 Jun, 08 | 25 | -3.85% |
| 31 Mar, 08 | 26 | 36.84% |
| 31 Dec, 07 | 19 | -13.64% |
| 30 Sep, 07 | 22 | -8.33% |
| 30 Jun, 07 | 24 | - |
| 31 Mar, 07 | 24 | 4.35% |
| 31 Dec, 06 | 23 | 27.78% |
| 30 Sep, 06 | 18 | -14.29% |
| 30 Jun, 06 | 21 | -22.22% |
| 31 Mar, 06 | 27 | 42.11% |
| 31 Dec, 05 | 19 | 26.67% |
| 30 Sep, 05 | 15 | -16.67% |
| 30 Jun, 05 | 18 | 38.46% |
| 31 Mar, 05 | 13 | -7.14% |
| 31 Dec, 04 | 14 | -17.65% |
| 30 Sep, 04 | 17 | 70.00% |
| 30 Jun, 04 | 10 | -47.37% |
| 31 Mar, 04 | 19 | 35.71% |
| 31 Dec, 03 | 14 | 27.27% |
| 30 Sep, 03 | 11 | -15.38% |
| 30 Jun, 03 | 13 | 30.00% |
| 31 Mar, 03 | 10 | -33.33% |
| 31 Dec, 02 | 15 | -11.76% |
| 30 Sep, 02 | 17 | 21.43% |
| 30 Jun, 02 | 14 | 27.27% |
| 31 Mar, 02 | 11 | 175.00% |
| 31 Dec, 01 | 4 | 33.33% |
| 30 Sep, 01 | 3 | -25.00% |
| 30 Jun, 01 | 4 | - |
| 31 Mar, 01 | 4 | -33.33% |
| 31 Dec, 00 | 6 | 20.00% |
| 30 Sep, 00 | 5 | -28.57% |
| 30 Jun, 00 | 7 | 16.67% |
| 31 Mar, 00 | 6 | -14.29% |
| 31 Dec, 99 | 7 | -30.00% |
| 30 Sep, 99 | 10 | -9.09% |
| 30 Jun, 99 | 11 | -21.43% |
| 31 Mar, 99 | 14 | 600.00% |
| 31 Dec, 98 | 2 | - |
287 institutional shareholders have increased their position in AOS stock as of 30 Jun 24 compared to 307 in the previous quarter (a -6.51% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 233 | -8.27% |
| 31 Mar, 24 | 254 | 6.28% |
| 31 Dec, 23 | 239 | 14.90% |
| 30 Sep, 23 | 208 | -10.34% |
| 30 Jun, 23 | 232 | 13.73% |
| 31 Mar, 23 | 204 | 3.03% |
| 31 Dec, 22 | 198 | -1.00% |
| 30 Sep, 22 | 200 | -0.99% |
| 30 Jun, 22 | 202 | 5.76% |
| 31 Mar, 22 | 191 | -8.17% |
| 31 Dec, 21 | 208 | 11.23% |
| 30 Sep, 21 | 187 | -7.43% |
| 30 Jun, 21 | 202 | 16.09% |
| 31 Mar, 21 | 174 | 8.75% |
| 31 Dec, 20 | 160 | -9.60% |
| 30 Sep, 20 | 177 | -1.12% |
| 30 Jun, 20 | 179 | 12.58% |
| 31 Mar, 20 | 159 | -3.64% |
| 31 Dec, 19 | 165 | -4.62% |
| 30 Sep, 19 | 173 | -3.89% |
| 30 Jun, 19 | 180 | 15.38% |
| 31 Mar, 19 | 156 | -17.02% |
| 31 Dec, 18 | 188 | 27.89% |
| 30 Sep, 18 | 147 | -16.95% |
| 30 Jun, 18 | 177 | 2.91% |
| 31 Mar, 18 | 172 | 5.52% |
| 31 Dec, 17 | 163 | -2.40% |
| 30 Sep, 17 | 167 | -1.76% |
| 30 Jun, 17 | 170 | -1.16% |
| 31 Mar, 17 | 172 | 588.00% |
| 31 Dec, 16 | 25 | -85.21% |
| 30 Sep, 16 | 169 | 14.97% |
| 30 Jun, 16 | 147 | 22.50% |
| 31 Mar, 16 | 120 | -13.04% |
| 31 Dec, 15 | 138 | 23.21% |
| 30 Sep, 15 | 112 | 1.82% |
| 30 Jun, 15 | 110 | 18.28% |
| 31 Mar, 15 | 93 | -17.70% |
| 31 Dec, 14 | 113 | 3.67% |
| 30 Sep, 14 | 109 | -1.80% |
| 30 Jun, 14 | 111 | -6.72% |
| 31 Mar, 14 | 119 | 12.26% |
| 31 Dec, 13 | 106 | -1.85% |
| 30 Sep, 13 | 108 | 2600.00% |
| 30 Jun, 13 | 4 | -85.71% |
| 31 Mar, 13 | 28 | -17.65% |
| 31 Dec, 12 | 34 | 13.33% |
| 30 Sep, 12 | 30 | 36.36% |
| 30 Jun, 12 | 22 | -15.38% |
| 31 Mar, 12 | 26 | 8.33% |
| 31 Dec, 11 | 24 | 60.00% |
| 30 Sep, 11 | 15 | -31.82% |
| 30 Jun, 11 | 22 | -4.35% |
| 31 Mar, 11 | 23 | 360.00% |
| 31 Dec, 10 | 5 | -66.67% |
| 30 Sep, 10 | 15 | -21.05% |
| 30 Jun, 10 | 19 | 26.67% |
| 31 Mar, 10 | 15 | 7.14% |
| 31 Dec, 09 | 14 | -22.22% |
| 30 Sep, 09 | 18 | 5.88% |
| 30 Jun, 09 | 17 | 6.25% |
| 31 Mar, 09 | 16 | 6.67% |
| 31 Dec, 08 | 15 | 15.38% |
| 30 Sep, 08 | 13 | 44.44% |
| 30 Jun, 08 | 9 | -50.00% |
| 31 Mar, 08 | 18 | 12.50% |
| 31 Dec, 07 | 16 | - |
| 30 Sep, 07 | 16 | 166.67% |
| 30 Jun, 07 | 6 | -40.00% |
| 31 Mar, 07 | 10 | - |
| 31 Dec, 06 | 10 | 25.00% |
| 30 Sep, 06 | 8 | -11.11% |
| 30 Jun, 06 | 9 | 12.50% |
| 31 Mar, 06 | 8 | 33.33% |
| 31 Dec, 05 | 6 | -14.29% |
| 30 Sep, 05 | 7 | - |
| 30 Jun, 05 | 7 | -12.50% |
| 31 Mar, 05 | 8 | 14.29% |
| 31 Dec, 04 | 7 | 75.00% |
| 30 Sep, 04 | 4 | -63.64% |
| 30 Jun, 04 | 11 | 57.14% |
| 31 Mar, 04 | 7 | -30.00% |
| 31 Dec, 03 | 10 | - |
| 30 Sep, 03 | 10 | 42.86% |
| 30 Jun, 03 | 7 | -30.00% |
| 31 Mar, 03 | 10 | 150.00% |
| 31 Dec, 02 | 4 | 33.33% |
| 30 Sep, 02 | 3 | - |
| 30 Jun, 02 | 3 | 50.00% |
| 31 Mar, 02 | 2 | -33.33% |
| 31 Dec, 01 | 3 | -25.00% |
| 30 Sep, 01 | 4 | -33.33% |
| 30 Jun, 01 | 6 | -14.29% |
| 31 Mar, 01 | 7 | 75.00% |
| 31 Dec, 00 | 4 | -33.33% |
| 30 Sep, 00 | 6 | 50.00% |
| 30 Jun, 00 | 4 | -33.33% |
| 31 Mar, 00 | 6 | 50.00% |
| 31 Dec, 99 | 4 | 33.33% |
| 30 Sep, 99 | 3 | -25.00% |
| 30 Jun, 99 | 4 | - |
| 31 Mar, 99 | - | - |
| 31 Dec, 98 | - | - |
233 institutional shareholders have reduced their position in AOS stock as of 30 Jun 24 compared to 254 in the previous quarter (a -8.27% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 619 | -6.50% | 110,251,546 | -1.97% | 74.91% | 1.28% | 287 | -6.51% | 233 | -8.27% |
| 31 Mar, 24 | 662 | 4.25% | 112,461,560 | 1.00% | 76.41% | 1.39% | 307 | 0.66% | 254 | 6.28% |
| 31 Dec, 23 | 635 | 8.73% | 111,348,410 | 0.13% | 74.26% | 1.35% | 305 | 9.71% | 239 | 14.90% |
| 30 Sep, 23 | 584 | -0.68% | 111,206,039 | -1.32% | 74.09% | 1.32% | 278 | 9.88% | 208 | -10.34% |
| 30 Jun, 23 | 588 | 7.89% | 112,688,014 | -1.07% | 74.89% | 1.31% | 253 | 3.27% | 232 | 13.73% |
| 31 Mar, 23 | 545 | 2.64% | 113,901,538 | -1.23% | 75.48% | 1.36% | 245 | -4.30% | 204 | 3.03% |
| 31 Dec, 22 | 531 | -1.30% | 115,324,622 | -3.05% | 74.51% | 1.25% | 256 | -1.54% | 198 | -1.00% |
| 30 Sep, 22 | 538 | - | 118,958,229 | 2.74% | 77.15% | 1.39% | 260 | -1.52% | 200 | -0.99% |
| 30 Jun, 22 | 538 | -8.19% | 115,789,194 | -3.92% | 74.37% | 1.26% | 264 | -12.87% | 202 | 5.76% |
| 31 Mar, 22 | 586 | 0.86% | 120,518,093 | 0.17% | 76.75% | 1.36% | 303 | 5.57% | 191 | -8.17% |
| 31 Dec, 21 | 581 | 9.42% | 120,317,927 | -0.62% | 75.24% | 1.30% | 287 | 8.71% | 208 | 11.23% |
| 30 Sep, 21 | 531 | -2.03% | 121,068,821 | 1.59% | 76.05% | 1.38% | 264 | 4.35% | 187 | -7.43% |
| 30 Jun, 21 | 542 | 3.24% | 119,170,854 | -2.30% | 74.37% | 1.30% | 253 | -10.60% | 202 | 16.09% |
| 31 Mar, 21 | 525 | 2.34% | 121,978,147 | 1.66% | 75.52% | 1.37% | 283 | -1.39% | 174 | 8.75% |
| 31 Dec, 20 | 513 | 6.43% | 119,981,407 | -1.95% | 74.17% | 1.29% | 287 | 25.88% | 160 | -9.60% |
| 30 Sep, 20 | 482 | 1.05% | 122,366,789 | -4.04% | 75.81% | 1.21% | 228 | -4.60% | 177 | -1.12% |
| 30 Jun, 20 | 477 | 8.66% | 127,522,614 | -2.14% | 79.10% | 1.22% | 239 | 6.22% | 179 | 12.58% |
| 31 Mar, 20 | 439 | -6.99% | 130,310,879 | -0.75% | 80.50% | 1.23% | 225 | -3.02% | 159 | -3.64% |
| 31 Dec, 19 | 472 | 1.29% | 131,291,428 | 0.30% | 80.86% | 1.27% | 232 | 8.92% | 165 | -4.62% |
| 30 Sep, 19 | 466 | -5.86% | 130,899,182 | 2.68% | 79.67% | 1.36% | 213 | -10.88% | 173 | -3.89% |
| 30 Jun, 19 | 495 | -7.13% | 127,486,652 | -0.13% | 76.42% | 1.32% | 239 | -19.53% | 180 | 15.38% |
| 31 Mar, 19 | 533 | 5.13% | 127,650,820 | -1.86% | 76.07% | 1.27% | 297 | 23.24% | 156 | -17.02% |
| 31 Dec, 18 | 507 | -3.24% | 130,071,975 | -1.78% | 77.35% | 1.27% | 241 | -13.93% | 188 | 27.89% |
| 30 Sep, 18 | 524 | 0.77% | 132,430,807 | 2.18% | 77.92% | 1.35% | 280 | 20.17% | 147 | -16.95% |
| 30 Jun, 18 | 520 | 2.16% | 129,609,122 | -0.42% | 75.99% | 1.31% | 233 | -1.27% | 177 | 2.91% |
| 31 Mar, 18 | 509 | 5.82% | 130,151,172 | 1.56% | 76.05% | 1.36% | 236 | -1.67% | 172 | 5.52% |
| 31 Dec, 17 | 481 | 3.66% | 128,157,647 | -1.76% | 74.66% | 1.29% | 240 | 14.83% | 163 | -2.40% |
| 30 Sep, 17 | 464 | 4.74% | 130,455,631 | 0.74% | 76.07% | 1.34% | 209 | 15.47% | 167 | -1.76% |
| 30 Jun, 17 | 443 | -1.99% | 129,493,764 | -1.65% | 75.22% | 1.30% | 181 | -6.22% | 170 | -1.16% |
| 31 Mar, 17 | 452 | -1.95% | 131,670,512 | 0.47% | 76.18% | 1.33% | 193 | -53.04% | 172 | 588.00% |
| 31 Dec, 16 | 461 | 2.22% | 131,048,283 | 98.27% | 75.56% | 5.20% | 411 | 104.48% | 25 | -85.21% |
| 30 Sep, 16 | 451 | 6.37% | 66,095,181 | -2.09% | 38.13% | 2.53% | 201 | -6.07% | 169 | 14.97% |
| 30 Jun, 16 | 424 | 12.47% | 67,505,810 | 1.50% | 38.86% | 2.69% | 214 | 10.88% | 147 | 22.50% |
| 31 Mar, 16 | 377 | -2.08% | 66,506,226 | -2.06% | 38.00% | 2.55% | 193 | 7.82% | 120 | -13.04% |
| 31 Dec, 15 | 385 | 8.76% | 67,903,016 | 1.89% | 38.60% | 2.68% | 179 | -3.76% | 138 | 23.21% |
| 30 Sep, 15 | 354 | 8.92% | 66,644,567 | -0.80% | 37.94% | 2.64% | 186 | 15.53% | 112 | 1.82% |
| 30 Jun, 15 | 325 | 10.17% | 67,181,015 | -0.70% | 37.88% | 2.63% | 161 | 8.78% | 110 | 18.28% |
| 31 Mar, 15 | 295 | 12.17% | 67,655,149 | -0.53% | 37.98% | 2.62% | 148 | 45.10% | 93 | -17.70% |
| 31 Dec, 14 | 263 | 7.79% | 68,017,643 | 1.85% | 38.04% | 2.73% | 102 | 17.24% | 113 | 3.67% |
| 30 Sep, 14 | 244 | -4.69% | 66,780,716 | 0.96% | 37.34% | 2.76% | 87 | -9.38% | 109 | -1.80% |
| 30 Jun, 14 | 256 | -9.86% | 66,142,953 | -2.17% | 36.76% | 2.65% | 96 | -21.95% | 111 | -6.72% |
| 31 Mar, 14 | 284 | -3.40% | 67,610,650 | 2.38% | 37.23% | 2.84% | 123 | -20.65% | 119 | 12.26% |
| 31 Dec, 13 | 294 | 11.36% | 66,037,126 | -4.27% | 36.19% | 2.60% | 155 | 38.39% | 106 | -1.85% |
| 30 Sep, 13 | 264 | -1.12% | 68,986,055 | -0.15% | 37.32% | 2.67% | 112 | -55.73% | 108 | 2600.00% |
| 30 Jun, 13 | 267 | 149.53% | 69,090,642 | 415.18% | 37.38% | 71.42% | 253 | 328.81% | 4 | -85.71% |
| 31 Mar, 13 | 107 | - | 13,410,892 | -10.68% | 7.23% | 10.97% | 59 | -4.84% | 28 | -17.65% |
| 31 Dec, 12 | 107 | 10.31% | 15,014,079 | 12.66% | 8.12% | 15.87% | 62 | 10.71% | 34 | 13.33% |
| 30 Sep, 12 | 97 | 18.29% | 13,326,875 | -10.12% | 7.15% | 11.09% | 56 | 14.29% | 30 | 36.36% |
| 30 Jun, 12 | 82 | -4.65% | 14,828,104 | -6.98% | 8.03% | 10.93% | 49 | 11.36% | 22 | -15.38% |
| 31 Mar, 12 | 86 | 16.22% | 15,941,321 | 16.79% | 8.57% | 15.46% | 44 | 12.82% | 26 | 8.33% |
| 31 Dec, 11 | 74 | 17.46% | 13,649,044 | -11.69% | 7.45% | 10.65% | 39 | 8.33% | 24 | 60.00% |
| 30 Sep, 11 | 63 | -11.27% | 15,456,533 | -20.05% | 8.36% | 7.64% | 36 | - | 15 | -31.82% |
| 30 Jun, 11 | 71 | 16.39% | 19,333,777 | 34.14% | 10.46% | 17.45% | 36 | 12.50% | 22 | -4.35% |
| 31 Mar, 11 | 61 | -1.61% | 14,413,340 | 14.54% | 7.74% | 16.42% | 32 | -41.82% | 23 | 360.00% |
| 31 Dec, 10 | 62 | 3.33% | 12,583,552 | 45.86% | 6.87% | 31.02% | 55 | 71.88% | 5 | -66.67% |
| 30 Sep, 10 | 60 | - | 8,627,037 | -4.73% | 4.70% | 19.08% | 32 | -11.11% | 15 | -21.05% |
| 30 Jun, 10 | 60 | 3.45% | 9,055,346 | 5.52% | 4.97% | 22.59% | 36 | -7.69% | 19 | 26.67% |
| 31 Mar, 10 | 58 | 7.41% | 8,581,245 | -0.36% | 4.69% | 21.18% | 39 | 11.43% | 15 | 7.14% |
| 31 Dec, 09 | 54 | 12.50% | 8,612,616 | 8.40% | 4.71% | 8.08% | 35 | 25.00% | 14 | -22.22% |
| 30 Sep, 09 | 48 | 11.63% | 7,945,357 | 14.60% | 7.63% | 5.14% | 28 | 16.67% | 18 | 5.88% |
| 30 Jun, 09 | 43 | 2.38% | 6,932,840 | -14.91% | 12.18% | 5.94% | 24 | - | 17 | 6.25% |
| 31 Mar, 09 | 42 | -26.32% | 8,147,486 | -28.08% | 14.32% | 3.61% | 24 | -40.00% | 16 | 6.67% |
| 31 Dec, 08 | 57 | 14.00% | 11,328,786 | 12.24% | 19.91% | 6.33% | 40 | 17.65% | 15 | 15.38% |
| 30 Sep, 08 | 50 | 25.00% | 10,093,112 | 14.65% | 17.74% | 7.41% | 34 | 36.00% | 13 | 44.44% |
| 30 Jun, 08 | 40 | -16.67% | 8,803,081 | -3.74% | 15.47% | 5.99% | 25 | -3.85% | 9 | -50.00% |
| 31 Mar, 08 | 48 | 26.32% | 9,144,703 | 11.73% | 16.07% | 7.77% | 26 | 36.84% | 18 | 12.50% |
| 31 Dec, 07 | 38 | -2.56% | 8,184,561 | 36.38% | 14.38% | 12.93% | 19 | -13.64% | 16 | - |
| 30 Sep, 07 | 39 | 8.33% | 6,001,202 | 3.89% | 10.55% | 10.23% | 22 | -8.33% | 16 | 166.67% |
| 30 Jun, 07 | 36 | -5.26% | 5,776,745 | 66.81% | 10.15% | 27.41% | 24 | - | 6 | -40.00% |
| 31 Mar, 07 | 38 | 8.57% | 3,463,153 | -41.06% | 6.09% | 5.71% | 24 | 4.35% | 10 | - |
| 31 Dec, 06 | 35 | 9.38% | 5,875,910 | -4.91% | 10.33% | 8.76% | 23 | 27.78% | 10 | 25.00% |
| 30 Sep, 06 | 32 | -5.88% | 6,179,407 | 3.61% | 10.86% | 9.89% | 18 | -14.29% | 8 | -11.11% |
| 30 Jun, 06 | 34 | -8.11% | 5,963,891 | 9.80% | 10.48% | 11.50% | 21 | -22.22% | 9 | 12.50% |
| 31 Mar, 06 | 37 | 42.31% | 5,431,577 | 8.44% | 9.55% | 12.32% | 27 | 42.11% | 8 | 33.33% |
| 31 Dec, 05 | 26 | - | 5,008,608 | -24.11% | 8.80% | 6.54% | 19 | 26.67% | 6 | -14.29% |
| 30 Sep, 05 | 26 | -3.70% | 6,599,963 | 11.26% | 11.60% | 10.67% | 15 | -16.67% | 7 | - |
| 30 Jun, 05 | 27 | -3.57% | 5,932,250 | -2.76% | 10.43% | 9.07% | 18 | 38.46% | 7 | -12.50% |
| 31 Mar, 05 | 28 | 16.67% | 6,100,837 | -9.71% | 10.72% | 7.60% | 13 | -7.14% | 8 | 14.29% |
| 31 Dec, 04 | 24 | -7.69% | 6,757,265 | 5.22% | 11.88% | 9.32% | 14 | -17.65% | 7 | 75.00% |
| 30 Sep, 04 | 26 | 8.33% | 6,421,948 | 7.15% | 11.29% | 10.17% | 17 | 70.00% | 4 | -63.64% |
| 30 Jun, 04 | 24 | -14.29% | 5,993,658 | 29.71% | 10.53% | 15.97% | 10 | -47.37% | 11 | 57.14% |
| 31 Mar, 04 | 28 | 3.70% | 4,620,976 | -2.37% | 8.12% | 11.74% | 19 | 35.71% | 7 | -30.00% |
| 31 Dec, 03 | 27 | 12.50% | 4,733,369 | -7.18% | 8.32% | 10.36% | 14 | 27.27% | 10 | - |
| 30 Sep, 03 | 24 | 4.35% | 5,099,265 | 5.30% | 8.96% | 12.37% | 11 | -15.38% | 10 | 42.86% |
| 30 Jun, 03 | 23 | 4.55% | 4,842,717 | 11.09% | 8.51% | 14.50% | 13 | 30.00% | 7 | -30.00% |
| 31 Mar, 03 | 22 | 10.00% | 4,359,404 | -6.99% | 7.66% | 11.29% | 10 | -33.33% | 10 | 150.00% |
| 31 Dec, 02 | 20 | -4.76% | 4,686,824 | 130.33% | 8.24% | 64.41% | 15 | -11.76% | 4 | 33.33% |
| 30 Sep, 02 | 21 | 23.53% | 2,034,851 | -46.30% | 3.58% | 8.06% | 17 | 21.43% | 3 | - |
| 30 Jun, 02 | 17 | 30.77% | 3,789,184 | 39.40% | 6.66% | 29.18% | 14 | 27.27% | 3 | 50.00% |
| 31 Mar, 02 | 13 | 62.50% | 2,718,236 | 12.85% | 4.78% | 26.66% | 11 | 175.00% | 2 | -33.33% |
| 31 Dec, 01 | 8 | -11.11% | 2,408,738 | -4.95% | 4.23% | 21.34% | 4 | 33.33% | 3 | -25.00% |
| 30 Sep, 01 | 9 | -10.00% | 2,534,277 | -11.83% | 4.45% | 17.45% | 3 | -25.00% | 4 | -33.33% |
| 30 Jun, 01 | 10 | -16.67% | 2,874,467 | 6.95% | 5.05% | 22.64% | 4 | - | 6 | -14.29% |
| 31 Mar, 01 | 12 | -7.69% | 2,687,629 | 0.31% | 4.72% | 21.30% | 4 | -33.33% | 7 | 75.00% |
| 31 Dec, 00 | 13 | -7.14% | 2,679,403 | -3.52% | 4.71% | 19.77% | 6 | 20.00% | 4 | -33.33% |
| 30 Sep, 00 | 14 | - | 2,777,071 | -14.80% | 4.88% | 14.87% | 5 | -28.57% | 6 | 50.00% |
| 30 Jun, 00 | 14 | 7.69% | 3,259,294 | 10.01% | 5.73% | 21.13% | 7 | 16.67% | 4 | -33.33% |
| 31 Mar, 00 | 13 | - | 2,962,793 | 112.98% | 5.21% | 87.12% | 6 | -14.29% | 6 | 50.00% |
| 31 Dec, 99 | 13 | -7.14% | 1,391,086 | -63.85% | 2.44% | 5.35% | 7 | -30.00% | 4 | 33.33% |
| 30 Sep, 99 | 14 | -12.50% | 3,848,277 | 2.00% | 6.76% | 15.38% | 10 | -9.09% | 3 | -25.00% |
| 30 Jun, 99 | 16 | 14.29% | 3,772,954 | 5.50% | 6.63% | 16.79% | 11 | -21.43% | 4 | - |
| 31 Mar, 99 | 14 | 600.00% | 3,576,360 | 29772.70% | 6.29% | 1422509.52% | 14 | 600.00% | - | - |
| 31 Dec, 98 | 2 | - | 11,972 | - | 0.02% | - | 2 | - | - | - |
A. O. Smith Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of A. O. Smith's stock was made by Carver Samuel M. on Aug 08 2024, selling 14,705 shares at $81.00 per share (valued at $1.19M).
A. O. Smith Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 4 | 11 | 36.36% |
| Q2 2024 | 9 | 8 | 112.50% |
| Q1 2024 | 33 | 36 | 91.67% |
| Q4 2023 | 10 | 21 | 47.62% |
| Q3 2023 | 2 | 8 | 25.00% |
| Q2 2023 | 11 | 5 | 220.00% |
| Q1 2023 | 29 | 32 | 90.63% |
| Q4 2022 | - | 1 | - |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 13 | 12 | 108.33% |
| Q1 2022 | 45 | 28 | 160.71% |
| Q4 2021 | 13 | 43 | 30.23% |
| Q3 2021 | 11 | 3 | 366.67% |
| Q2 2021 | 33 | 38 | 86.84% |
| Q1 2021 | 59 | 70 | 84.29% |
| Q4 2020 | 7 | 26 | 26.92% |
| Q3 2020 | 2 | 6 | 33.33% |
| Q2 2020 | 10 | 9 | 111.11% |
| Q1 2020 | 45 | 33 | 136.36% |
| Q4 2019 | - | 5 | - |
4 total buy trades, and 11 total sell trades (buy/sell ratio of 0.36%) were made by A. O. Smith's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 6 | - |
| Q4 2023 | - | 11 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | 1 | 4 | 25.00% |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | - | 17 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 17 | - |
| Q1 2021 | - | 22 | - |
| Q4 2020 | - | 13 | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of A. O. Smith's stocks.
AOS Ownership FAQ
Who Owns A. O. Smith?
A. O. Smith is owned by institutional shareholders (74.91%), insiders (0.73%), and public (24.36%). The largest institutional shareholder of A. O. Smith is VANGUARD GROUP INC (9.59% of total shares) and the top mutual fund owner is Eaton Vance Enhanced Equity Income Fund II (1.60% of total shares).
Who are the major institutional shareholders of A. O. Smith?
A. O. Smith's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, SELECT EQUITY GROUP, L.P., and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 25.64% of the company's share outstanding.
How many A. O. Smith shareholders are there?
As of Jun 2024, there are 619 institutional shareholders of A. O. Smith.
What percentage of A. O. Smith is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 14.11M shares of A. O. Smith, representing 9.59% of the company's total shares outstanding, valued at $1.15B (as of Jun 2024).
What percentage of A. O. Smith is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 8.81M shares of A. O. Smith (AOS), compromising 5.99% of the company, valued at $720.82M.
What percentage of A. O. Smith is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of A. O. Smith. The company owns 7.42M of the company's shares outstanding (worth $606.96B).