SMITH A O CORP (AOS) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AOS 13F holders ranked 501–600 of 615
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Allworth Financial#501 · 771 sh | 771 | $48.4K | <0.01% | -31.0% |
| 502 | AMERIFLEX GROUP#502 · 762 sh | 762 | $47.8K | 0.02% | +5.0% |
| 503 | True Wealth Design#503 · 734 sh | 734 | $46.0K | — | +34.4% |
| 504 | Addison Advisors#504 · 681 sh | 681 | $42.7K | 0.02% | -31.4% |
| 505 | SJS Investment Consulting#505 · 646 sh | 646 | $40.5K | — | +46.8% |
| 506 | Clearstead Advisors#506 · 641 sh | 641 | $40.2K | <0.01% | +92.5% |
| 507 | CARY STREET PARTNERS FINANCIAL#507 · 585 sh | 585 | $36.7K | <0.01% | +41.6% |
| 508 | Advisors Asset Management#508 · 538 sh | 538 | $33.7K | <0.01% | New |
| 509 | WHITTIER#509 · 477 sh | 477 | $29.8K | <0.01% | 0.0% |
| 510 | Caldwell#510 · 474 sh | 474 | $29.7K | <0.01% | New |
| 511 | Centerpoint Advisors#511 · 435 sh | 435 | $27.0K | <0.01% | 0.0% |
| 512 | Clearstead#512 · 392 sh | 392 | $24.6K | <0.01% | +587.7% |
| 513 | Quent Capital#513 · 387 sh | 387 | $24.2K | <0.01% | -36.8% |
| 514 | Allied Private Wealth#514 · 363 sh | 363 | $21.6K | 0.01% | — |
| 515 | Index Technologies Group#515 · 340 sh | 340 | $21.3K | 0.02% | New |
| 516 | Bank of New Hampshire#516 · 320 sh | 320 | $20.1K | — | 0.0% |
| 517 | WOLFF WIESE MAGANA#517 · 319 sh | 319 | $20.0K | — | 0.0% |
| 518 | Banque Cantonale Vaudoise#518 · 312 sh | 312 | $20.0K | <0.01% | -19.8% |
| 519 | ONEFUND#519 · 307 sh | 307 | $19.3K | 0.01% | -1.6% |
| 520 | Capital Advisors, Ltd.#520 · 304 sh | 304 | $19.0K | <0.01% | 0.0% |
| 521 | Financial Network Wealth Advisors#521 · 300 sh | 300 | $18.8K | 0.02% | 0.0% |
| 522 | HARBOUR INVESTMENTS#522 · 276 sh | 276 | $17.3K | <0.01% | +16.9% |
| 523 | CVA Family Office#523 · 270 sh | 270 | $16.9K | <0.01% | +110.9% |
| 524 | Westfuller Advisors#524 · 268 sh | 268 | $16.8K | <0.01% | New |
| 525 | Wealth Enhancement Services#525 · 252 sh | 252 | $15.8K | — | -41.0% |
| 526 | Westside Investment Management#526 · 238 sh | 238 | $14.9K | <0.01% | 0.0% |
| 527 | Cromwell#527 · 228 sh | 228 | $14.3K | <0.01% | -26.0% |
| 528 | ROTHSCHILD INVESTMENT#528 · 220 sh | 220 | $13.8K | <0.01% | -24.1% |
| 529 | ZRC WEALTH MANAGEMENT#529 · 205 sh | 205 | $12.9K | — | +485.7% |
| 530 | CoreCap Advisors#530 · 190 sh | 190 | $11.9K | — | -33.6% |
| 531 | LRI Investments#531 · 186 sh | 186 | $11.7K | <0.01% | +5.1% |
| 532 | HIGHLINE WEALTH PARTNERS#532 · 178 sh | 178 | $11.2K | — | +709.1% |
| 533 | TD PRIVATE CLIENT WEALTH#533 · 172 sh | 172 | $10.8K | <0.01% | -53.6% |
| 534 | Anchor Investment Management#534 · 160 sh | 160 | $10.0K | <0.01% | 0.0% |
| 535 | Hickory Point Bank#535 · 160 sh | 160 | $10.0K | — | 0.0% |
| 536 | Fulcrum Asset Management LLP#536 · 148 sh | 148 | $9.1K | <0.01% | New |
| 537 | SECURITY NATIONAL BANK OF SO DAK#537 · 145 sh | 145 | $9.1K | <0.01% | New |
| 538 | Key FInancial#538 · 143 sh | 143 | $9.0K | <0.01% | 0.0% |
| 539 | Aspect Partners#539 · 137 sh | 137 | $8.6K | — | +110.8% |
| 540 | ACTION POINT FINANCIAL PLANNING#540 · 133 sh | 133 | $8.2K | <0.01% | New |
| 541 | LOS ANGELES CAPITAL MANAGEMENT#541 · 126 sh | 126 | $7.9K | 0.00% | 0.0% |
| 542 | Activest Wealth Management#542 · 118 sh | 118 | $7.4K | — | +3833.3% |
| 543 | Silver Grove Financial Group#543 · 116 sh | 116 | $7.3K | <0.01% | New |
| 544 | NBC SECURITIES#544 · 100 sh | 100 | $6.3K | — | 0.0% |
| 545 | Manchester Capital Management#545 · 99 sh | 99 | $6.2K | — | 0.0% |
| 546 | JFS WEALTH ADVISORS#546 · 97 sh | 97 | $6.1K | <0.01% | +7.8% |
| 547 | Park Place Capital#547 · 90 sh | 90 | $5.6K | <0.01% | New |
| 548 | FARMERS & MERCHANTS INVESTMENTS#548 · 86 sh | 86 | $5.4K | — | 0.0% |
| 549 | MV CAPITAL MANAGEMENT#549 · 82 sh | 82 | $5.1K | <0.01% | -1.2% |
| 550 | Grove Bank#550 · 79 sh | 79 | $5.0K | — | 0.0% |
| 551 | Colonial / SC#551 · 79 sh | 79 | $4.9K | <0.01% | +41.1% |
| 552 | Ancora Advisors#552 · 76 sh | 76 | $4.8K | <0.01% | -93.5% |
| 553 | Fortitude Family Office#553 · 76 sh | 76 | $4.8K | — | -20.8% |
| 554 | Altshuler Shaham Ltd#554 · 75 sh | 75 | $4.7K | <0.01% | +29.3% |
| 555 | Financial Management Professionals#555 · 74 sh | 74 | $4.6K | — | -27.5% |
| 556 | OLD POINT & FINANCIAL SERVICES N A#556 · 68 sh | 68 | $4.3K | <0.01% | New |
| 557 | Transamerica Financial Advisors#557 · 67 sh | 67 | $4.2K | <0.01% | +42.6% |
| 558 | Leonteq Securities AG#558 · 67 sh | 67 | $4.2K | <0.01% | -80.1% |
| 559 | MJT & Associates Financial Advisory Group#559 · 66 sh | 66 | $4.1K | — | 0.0% |
| 560 | GROESBECK INVESTMENT MANAGEMENT#560 · 60 sh | 60 | $4.0K | — | -83.3% |
| 561 | PFS Partners#561 · 58 sh | 58 | $3.7K | — | 0.0% |
| 562 | Basecamp Wealth Advisors#562 · 57 sh | 57 | $3.6K | <0.01% | +18.8% |
| 563 | RATIONAL ADVISORS#563 · 55 sh | 55 | $3.5K | <0.01% | +48.6% |
| 564 | Bogart Wealth#564 · 49 sh | 49 | $3.1K | <0.01% | -5.8% |
| 565 | Owl Creek Wealth Partners#565 · 46 sh | 46 | $2.9K | — | 0.0% |
| 566 | Sachetta#566 · 40 sh | 40 | $2.5K | <0.01% | New |
| 567 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#567 · 39 sh | 39 | $2.4K | <0.01% | -71.1% |
| 568 | SUMMIT SECURITIES GROUP#568 · 37 sh | 37 | $2.3K | <0.01% | +105.6% |
| 569 | Pinnacle Bancorp#569 · 37 sh | 37 | $2.3K | — | New |
| 570 | Asset Dedication#570 · 36 sh | 36 | $2.3K | <0.01% | New |
| 571 | Creative Capital Management Investments#571 · 36 sh | 36 | $2.3K | <0.01% | New |
| 572 | Rossby Financial, LCC#572 · 33 sh | 33 | $2.1K | <0.01% | +560.0% |
| 573 | Kilter Group#573 · 31 sh | 31 | $1.9K | <0.01% | -54.4% |
| 574 | Torren Management#574 · 28 sh | 28 | $1.8K | <0.01% | 0.0% |
| 575 | Caitong International Asset Management , Ltd#575 · 27 sh | 27 | $1.7K | <0.01% | +237.5% |
| 576 | Physician Wealth Advisors#576 · 25 sh | 25 | $1.6K | — | -41.9% |
| 577 | Investors Research#577 · 24 sh | 24 | $1.5K | — | 0.0% |
| 578 | Bay Harbor Wealth Management#578 · 24 sh | 24 | $1.5K | <0.01% | +33.3% |
| 579 | DiNuzzo Private Wealth#579 · 23 sh | 23 | $1.4K | — | 0.0% |
| 580 | Whipplewood Advisors#580 · 19 sh | 19 | $1.2K | — | -48.6% |
| 581 | AdvisorNet Financial#581 · 18 sh | 18 | $1.1K | — | 0.0% |
| 582 | Keating Financial Advisory Services#582 · 18 sh | 18 | $1.1K | <0.01% | -60.9% |
| 583 | SHP Wealth Management#583 · 17 sh | 17 | $1.1K | <0.01% | +13.3% |
| 584 | HFM Investment Advisors#584 · 17 sh | 17 | $1.1K | <0.01% | +112.5% |
| 585 | RAFFA WEALTH MANAGEMENT#585 · 17 sh | 17 | $1.1K | <0.01% | +13.3% |
| 586 | Y.D. More Investments Ltd#586 · 5,022 sh | 5,022 | $1.1K | 0.00% | +5.3% |
| 587 | Rialto Wealth Management#587 · 16 sh | 16 | $1.0K | <0.01% | +33.3% |
| 588 | GW&K Investment Management#588 · 18 sh | 18 | $1.0K | 0.00% | -43.8% |
| 589 | Avion Wealth#589 · 17 sh | 17 | $1.0K | <0.01% | +6.2% |
| 590 | BARTLETT & WEALTH MANAGEMENT#590 · 11 sh | 11 | $690.00 | 0.00% | -82.0% |
| 591 | Ares Financial Consulting#591 · 11 sh | 11 | $690.00 | — | 0.0% |
| 592 | Bell Investment Advisors#592 · 10 sh | 10 | $628.00 | <0.01% | -87.7% |
| 593 | Spire Wealth Management#593 · 10 sh | 10 | $615.00 | 0.00% | -54.5% |
| 594 | Cornerstone Financial Management#594 · 9 sh | 9 | $564.00 | <0.01% | +12.5% |
| 595 | TFC Financial Management#595 · 7 sh | 7 | $442.00 | — | 0.0% |
| 596 | Tidemark#596 · 6 sh | 6 | $376.00 | <0.01% | New |
| 597 | Principia Wealth Advisory#597 · 6 sh | 6 | $376.00 | <0.01% | -66.7% |
| 598 | Planning Strategies#598 · 6 sh | 6 | $376.00 | — | — |
| 599 | Valued Wealth Advisors#599 · 4 sh | 4 | $257.00 | <0.01% | -20.0% |
| 600 | Cassaday & Wealth Management#600 · 4 sh | 4 | $251.00 | 0.00% | 0.0% |
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.