SMITH A O CORP (AOS) — Institutional Holders, Q2 2026

615 institutional investment managers reported a AOS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AOS stock profile

AOS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

238

Trimmed

229

Sold out

Biggest buyers

FMRAdded · +2,487,249 sh+$156.0M
UBS Group AGAdded · +1,551,952 sh+$97.3M
River Road Asset ManagementNew · +1,346,882 sh+$84.5M
STATE STREETAdded · +822,555 sh+$51.6M
Invesco Ltd.Added · +805,866 sh+$50.5M

Biggest sellers

Impax Asset Management Group plcTrimmed · -1,464,506 sh-$91.9M
MORGAN STANLEYTrimmed · -862,541 sh-$54.1M
Pictet Asset Management Holding SATrimmed · -673,774 sh-$42.3M
Quantinno Capital ManagementTrimmed · -630,051 sh-$39.5M
Boston WaldenTrimmed · -462,931 sh-$29.0M

AOS 13F holders ranked 1–100 of 615

Institutional investors reporting a position in SMITH A O CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 10,417,815 sh	10,417,815	$653.4M	0.03%	+31.4%
2	BlackRock#2 · 8,056,801 sh	8,056,801	$505.3M	<0.01%	+9.5%
3	VANGUARD CAPITAL MANAGEMENT#3 · 7,286,250 sh	7,286,250	$457.0M	<0.01%	-0.6%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 7,051,327 sh	7,051,327	$442.3M	0.02%	-0.7%
5	STATE STREET#5 · 6,581,486 sh	6,581,486	$412.8M	0.01%	+14.3%
6	Invesco Ltd.#6 · 5,535,312 sh	5,535,312	$347.2M	0.03%	+17.0%
7	AMERICAN CENTURY COMPANIES#7 · 4,726,410 sh	4,726,410	$296.4M	0.13%	+12.1%
8	GEODE CAPITAL MANAGEMENT#8 · 3,731,320 sh	3,731,320	$233.7M	0.01%	-5.3%
9	Impax Asset Management Group plc#9 · 2,813,713 sh	2,813,713	$176.5M	1.15%	-34.2%
10	MORGAN STANLEY#10 · 2,717,566 sh	2,717,566	$170.4M	<0.01%	-24.1%
11	ProShare Advisors#11 · 2,504,555 sh	2,504,555	$157.1M	0.23%	+8.4%
12	UBS Group AG#12 · 2,473,535 sh	2,473,535	$155.1M	0.02%	+168.4%
13	FIRST ADVISORS#13 · 2,301,289 sh	2,301,289	$144.3M	0.08%	+6.1%
14	DIMENSIONAL FUND ADVISORS#14 · 2,035,643 sh	2,035,643	$127.7M	0.02%	+3.9%
15	EARNEST PARTNERS#15 · 1,971,613 sh	1,971,613	$123.7M	0.45%	-2.7%
16	BANK OF AMERICA#16 · 1,550,110 sh	1,550,110	$97.2M	<0.01%	-8.2%
17	1832 Asset Management L.P.#17 · 1,468,113 sh	1,468,113	$92.1M	0.05%	+17.8%
18	Madison Asset Management#18 · 1,466,922 sh	1,466,922	$92.0M	1.10%	+28.4%
19	NORGES BANK#19 · 1,454,608 sh	1,454,608	$91.2M	<0.01%	—
20	Bank of New York Mellon#20 · 1,424,185 sh	1,424,185	$89.3M	0.01%	-0.1%
21	River Road Asset Management#21 · 1,346,882 sh	1,346,882	$84.5M	0.94%	New
22	SEI INVESTMENTS#22 · 1,331,425 sh	1,331,425	$83.5M	0.07%	-1.1%
23	Talaria Asset Management Pty Ltd#23 · 1,200,700 sh	1,200,700	$75.3M	16.12%	+53.2%
24	NORTHERN#24 · 1,173,521 sh	1,173,521	$73.6M	<0.01%	-0.6%
25	NATIXIS ADVISORS#25 · 1,157,886 sh	1,157,886	$72.6M	0.08%	+6.9%
26	GOLDMAN SACHS GROUP#26 · 1,151,766 sh	1,151,766	$72.2M	<0.01%	-3.5%
27	AQR CAPITAL MANAGEMENT#27 · 1,155,730 sh	1,155,730	$71.5M	0.02%	+18.2%
28	Sarasin & Partners LLP#28 · 1,122,769 sh	1,122,769	$70.4M	—	-6.5%
29	CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 1,088,733 sh	1,088,733	$68.3M	<0.01%	0.0%
30	Gates Capital Management#30 · 1,030,321 sh	1,030,321	$64.6M	1.55%	-5.3%
31	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#31 · 1,023,372 sh	1,023,372	$64.2M	0.09%	+12.8%
32	JONES FINANCIAL COMPANIES LLLP#32 · 1,015,428 sh	1,015,428	$62.7M	0.03%	-4.8%
33	NOMURA ASSET MANAGEMENT LTD#33 · 928,489 sh	928,489	$58.2M	0.12%	-6.2%
34	WELLS FARGO & COMPANY#34 · 879,330 sh	879,330	$55.2M	<0.01%	+19.8%
35	Vest Financial#35 · 855,748 sh	855,748	$53.7M	—	+4.9%
36	Gotham Asset Management#36 · 765,609 sh	765,609	$48.0M	0.11%	+165.7%
37	ROYAL BANK OF CANADA#37 · 656,525 sh	656,525	$41.2M	<0.01%	-14.8%
38	VANGUARD FIDUCIARY#38 · 627,597 sh	627,597	$39.4M	<0.01%	-0.8%
39	Boston Walden#39 · 587,999 sh	587,999	$36.9M	0.28%	-44.0%
40	Legal & General Group Plc#40 · 563,432 sh	563,432	$35.3M	<0.01%	+12.2%
41	ENVESTNET ASSET MANAGEMENT#41 · 562,406 sh	562,406	$35.3M	<0.01%	+6.7%
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE#42 · 555,999 sh	555,999	$34.9M	0.03%	+1.4%
43	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#43 · 551,846 sh	551,846	$34.6M	<0.01%	-1.1%
44	AMERIPRISE FINANCIAL#44 · 542,709 sh	542,709	$34.0M	<0.01%	+136.2%
45	DEUTSCHE BANK AG\#45 · 535,130 sh	535,130	$33.6M	<0.01%	+22.7%
46	WELCH & FORBES#46 · 532,209 sh	532,209	$33.4M	0.41%	-8.2%
47	SCHWARTZ INVESTMENT COUNSEL#47 · 525,883 sh	525,883	$33.0M	—	+1.6%
48	JPMORGAN CHASE#48 · 500,061 sh	500,061	$31.1M	<0.01%	-11.7%
49	Assenagon Asset Management S.A.#49 · 489,264 sh	489,264	$30.7M	—	+5521.8%
50	Eurizon Capital SGR S.p.A.#50 · 486,409 sh	486,409	$30.5M	0.08%	+6.6%
51	Arbejdsmarkedets Tillaegspension#51 · 485,000 sh	485,000	$30.4M	0.66%	+25.3%
52	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#52 · 461,531 sh	461,531	$28.9M	0.01%	-24.0%
53	JACOBS LEVY EQUITY MANAGEMENT#53 · 414,993 sh	414,993	$26.0M	0.09%	-6.1%
54	BERKSHIRE ASSET MANAGEMENT#54 · 409,811 sh	409,811	$25.7M	1.01%	+3.1%
55	SG Americas Securities#55 · 408,137 sh	408,137	$25.6M	0.01%	+156.3%
56	BNP PARIBAS FINANCIAL MARKETS#56 · 405,093 sh	405,093	$25.4M	<0.01%	+136.2%
57	Pacer Advisors#57 · 400,217 sh	400,217	$25.1M	0.06%	New
58	RENAISSANCE TECHNOLOGIES#58 · 397,499 sh	397,499	$24.9M	0.03%	-46.6%
59	Amundi#59 · 392,209 sh	392,209	$24.6M	<0.01%	+239.5%
60	NICHOLAS COMPANY#60 · 385,673 sh	385,673	$24.2M	0.44%	0.0%
61	SCHARF INVESTMENTS#61 · 374,792 sh	374,792	$23.5M	0.78%	New
62	CITADEL ADVISORS#62 · 367,207 sh	367,207	$23.0M	<0.01%	+286.7%
63	KBC Group NV#63 · 322,849 sh	322,849	$20.2M	—	-29.4%
64	CONFLUENCE INVESTMENT MANAGEMENT#64 · 312,013 sh	312,013	$19.6M	—	-2.2%
65	Treasurer of the State of North Carolina#65 · 293,523 sh	293,523	$18.4M	0.05%	+0.4%
66	Nuveen#66 · 288,309 sh	288,309	$18.1M	<0.01%	+0.8%
67	Quantinno Capital Management#67 · 280,066 sh	280,066	$17.6M	0.02%	-69.2%
68	STIFEL FINANCIAL#68 · 276,200 sh	276,200	$17.3M	0.01%	+8.0%
69	WELLINGTON MANAGEMENT GROUP LLP#69 · 269,474 sh	269,474	$16.9M	<0.01%	-18.9%
70	CITIGROUP#70 · 269,346 sh	269,346	$16.9M	<0.01%	+15.1%
71	Cresset Asset Management#71 · 265,742 sh	265,742	$16.7M	0.06%	+4.6%
72	ALPS ADVISORS#72 · 260,288 sh	260,288	$16.3M	0.08%	+3.0%
73	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#73 · 253,301 sh	253,301	$15.9M	<0.01%	+7.3%
74	Robeco Schweiz AG#74 · 253,170 sh	253,170	$15.9M	—	-5.9%
75	FRANKLIN RESOURCES#75 · 252,422 sh	252,422	$15.8M	<0.01%	-4.9%
76	RHUMBLINE ADVISERS#76 · 244,222 sh	244,222	$15.3M	0.01%	+2.1%
77	HSBC PLC#77 · 232,926 sh	232,926	$14.6M	<0.01%	+23.3%
78	Vanguard Global Advisers#78 · 232,321 sh	232,321	$14.6M	<0.01%	-1.6%
79	VAN ECK ASSOCIATES#79 · 226,561 sh	226,561	$14.2M	<0.01%	+26.6%
80	Swiss National Bank#80 · 225,600 sh	225,600	$14.1M	<0.01%	+0.5%
81	WEDGE CAPITAL MANAGEMENT L L P#81 · 224,517 sh	224,517	$14.1M	—	New
82	MassMutual Private Wealth & , FSB#82 · 223,196 sh	223,196	$14.0M	—	-3.0%
83	Mitsubishi UFJ Asset Management , Ltd.#83 · 220,220 sh	220,220	$13.8M	<0.01%	+12.4%
84	RAYMOND JAMES FINANCIAL#84 · 214,301 sh	214,301	$13.4M	<0.01%	+89.1%
85	Jump Financial#85 · 214,162 sh	214,162	$13.4M	0.11%	+126.7%
86	BARCLAYS PLC#86 · 211,687 sh	211,687	$13.3M	<0.01%	+1.4%
87	GRANDFIELD & DODD#87 · 210,330 sh	210,330	$13.2M	0.69%	+133.4%
88	PRICE T ROWE ASSOCIATES#88 · 208,142 sh	208,142	$13.1M	<0.01%	-0.3%
89	Janney Montgomery Scott#89 · 203,210 sh	203,210	$12.7M	0.02%	+6.8%
90	Zurcher Kantonalbank (Zurich Cantonalbank)#90 · 197,328 sh	197,328	$12.4M	0.02%	-22.8%
91	Baird Financial Group#91 · 190,999 sh	190,999	$12.0M	0.02%	+20.2%
92	Distillate Capital Partners#92 · 186,886 sh	186,886	$11.7M	0.61%	-0.5%
93	MIROVA#93 · 177,589 sh	177,589	$11.1M	0.41%	+3.2%
94	Creative Planning#94 · 173,910 sh	173,910	$10.9M	<0.01%	+68.6%
95	Toroso Investments#95 · 171,240 sh	171,240	$10.7M	0.02%	+463.9%
96	PRINCIPAL FINANCIAL GROUP#96 · 166,843 sh	166,843	$10.5M	<0.01%	+5.2%
97	Perpetual Ltd#97 · 160,162 sh	160,162	$10.0M	—	+5.2%
98	PRUDENTIAL FINANCIAL#98 · 156,235 sh	156,235	$9.8M	0.01%	-13.3%
99	MILLENNIUM MANAGEMENT#99 · 155,560 sh	155,560	$9.8M	<0.01%	+38.7%
100	Holocene Advisors#100 · 151,019 sh	151,019	$9.5M	0.02%	+232.6%

Funds that sold out of AOS in Q2 2026 (92)

Held AOS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AOS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Northwest & Ethical Investments L.P.256,626 sh	256,626	$16.9M
LORD, ABBETT245,191 sh	245,191	$16.2M
Trexquant Investment190,387 sh	190,387	$12.6M
C WorldWide Group Holding A/S124,360 sh	124,360	$8.2M
Y-Intercept (Hong Kong) Ltd117,380 sh	117,380	$7.7M
HRT FINANCIAL94,270 sh	94,270	$6.2M
Engineers Gate Manager45,879 sh	45,879	$3.0M
Focus Partners Wealth34,746 sh	34,746	$2.3M
Weiss Asset Management31,815 sh	31,815	$2.1M
Formuepleje A/S31,145 sh	31,145	$2.1M
Collaborative Fund Advisors30,438 sh	30,438	$2.0M
EVERGREEN CAPITAL MANAGEMENT30,363 sh	30,363	$2.0M
Twin Tree Management28,299 sh	28,299	$1.9M
COLDSTREAM CAPITAL MANAGEMENT26,864 sh	26,864	$1.8M
Empire Financial Management Company23,690 sh	23,690	$1.6M
Brevan Howard Capital Management21,025 sh	21,025	$1.4M
STANSBERRY ASSET MANAGEMENT17,479 sh	17,479	$1.2M
Qsemble Capital Management16,517 sh	16,517	$1.1M
Campbell & Investment Adviser15,167 sh	15,167	$1.0M
Bridgefront Capital15,119 sh	15,119	$996.9K
Inscription Capital13,527 sh	13,527	$892.0K
SYON CAPITAL12,373 sh	12,373	$815.9K
Caprock Group11,944 sh	11,944	$787.6K
Blackhawk Capital Partners9,710 sh	9,710	$640.3K
FOX RUN MANAGEMENT, L.L.C.9,875 sh	9,875	$628.8K
Vestcor9,380 sh	9,380	$619.0K
Ethic9,308 sh	9,308	$613.8K
Chicago Partners Investment Group9,384 sh	9,384	$608.2K
MIRABELLA FINANCIAL SERVICES LLP7,786 sh	7,786	$513.4K
Burns Matteson Capital Management7,747 sh	7,747	$510.8K
Concentric Capital Strategies6,844 sh	6,844	$451.3K
WealthPLAN Partners6,364 sh	6,364	$419.7K
iSAM Funds (UK) Ltd6,130 sh	6,130	$404.2K
MQS Management6,022 sh	6,022	$397.1K
Baker Avenue Asset Management5,924 sh	5,924	$390.6K
RMB Capital Management5,565 sh	5,565	$366.9K
Kera Capital Partners5,477 sh	5,477	$361.1K
CHILDRESS CAPITAL ADVISORS5,323 sh	5,323	$351.0K
Aaron Wealth Advisors5,118 sh	5,118	$337.5K
OMERS ADMINISTRATION5,110 sh	5,110	$337.0K
MMA ASSET MANAGEMENT4,860 sh	4,860	$320.5K
Beverly Hills Private Wealth4,711 sh	4,711	$310.6K
CHOREO4,437 sh	4,437	$292.6K
Wedmont Private Capital4,061 sh	4,061	$271.1K
FIDUCIARY4,057 sh	4,057	$267.5K
ACADIAN ASSET MANAGEMENT3,953 sh	3,953	$260.0K
IEQ CAPITAL3,885 sh	3,885	$256.2K
Abel Hall3,802 sh	3,802	$250.7K
Merit Financial Group3,736 sh	3,736	$246.3K
Polymer Capital Management (US)3,727 sh	3,727	$245.8K
Optas3,696 sh	3,696	$243.7K
PATTON FUND MANAGEMENT3,688 sh	3,688	$243.2K
Verition Fund Management3,660 sh	3,660	$241.3K
CAPSTONE INVESTMENT ADVISORS3,619 sh	3,619	$238.6K
Vise Technologies3,494 sh	3,494	$233.7K
SUMMITRY3,418 sh	3,418	$225.4K
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3,380 sh	3,380	$222.6K
BRIGHTON JONES3,278 sh	3,278	$216.2K
JMN Financial3,265 sh	3,265	$215.3K
FIRST MANHATTAN3,246 sh	3,246	$214.0K
QRG CAPITAL MANAGEMENT3,244 sh	3,244	$213.9K
Stonehearth Capital Management3,217 sh	3,217	$212.1K
Envestnet Portfolio Solutions3,162 sh	3,162	$208.5K
Phoenix Financial Ltd.3,051 sh	3,051	$201.1K
QUADRANT CAPITAL GROUP3,478 sh	3,478	$163.6K
Bayforest Capital Ltd449 sh	449	$29.6K
Root Financial Partners397 sh	397	$26.2K
VEGA INVESTMENT SOLUTIONS371 sh	371	$24.5K
RESOURCES MANAGEMENT /CT350 sh	350	$23.0K
LOOMIS SAYLES & L P326 sh	326	$21.5K
TSFG230 sh	230	$15.0K
WHITTIER OF NEVADA210 sh	210	$13.6K
Salomon & Ludwin182 sh	182	$11.7K
DT Investment Partners164 sh	164	$10.8K
True Link Financial Advisors135 sh	135	$8.9K
J.Safra Asset Management92 sh	92	$6.1K
JPL Wealth Management71 sh	71	$4.7K
United Financial Planning Group57 sh	57	$3.8K
TWIN PEAKS WEALTH ADVISORS49 sh	49	$3.2K
Innovative Asset Advisors Group47 sh	47	$3.1K
ORG Wealth Partners44 sh	44	$2.9K
James T. Borello RIA41 sh	41	$2.7K
Estabrook Capital Management30 sh	30	$2.0K
Golden State Equity Partners20 sh	20	$1.4K
Synergy Investment Management13 sh	13	$858.00
Vermillion Wealth Management8 sh	8	$528.00
TopTier Wealth Management6 sh	6	$396.00
CURIO WEALTH5 sh	5	$330.00
Union Bankshares3 sh	3	$198.00
Quaker Wealth Management1 sh	1	$66.00
Napier Financial1 sh	1	$66.00
3 FACTOR INDEXING1 sh	1	$66.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.