Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AOS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 7.9M | $522.9M | +38.4% | 5.676% | 0.03% |
| 2 | BlackRock, Inc. | 7.4M | $485.1M | +0.3% | 5.266% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 7.3M | $483.6M | — | 5.249% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $468.1M | — | 5.081% | 0.02% |
| 5 | STATE STREET CORP | 5.8M | $379.7M | -2.6% | 4.122% | 0.01% |
| 6 | Invesco Ltd. | 4.7M | $311.9M | +3.7% | 3.385% | 0.05% |
| 7 | Impax Asset Management Group plc | 4.3M | $282.1M | -8.0% | 3.062% | 1.97% |
| 8 | AMERICAN CENTURY COMPANIES INC | 4.2M | $278.0M | +5.5% | 3.017% | 0.14% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.9M | $259.4M | +12.6% | 2.819% | 0.02% |
| 10 | MORGAN STANLEY | 3.6M | $236.1M | +23.1% | 2.562% | 0.01% |
| 11 | ProShare Advisors LLC | 2.3M | $152.3M | -1.5% | 1.653% | 0.23% |
| 12 | FIRST TRUST ADVISORS LP | 2.2M | $143.0M | +10.4% | 1.552% | 0.10% |
| 13 | EARNEST PARTNERS LLC | 2.0M | $133.7M | -2.1% | 1.451% | 0.55% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $129.2M | +3.4% | 1.403% | 0.03% |
| 15 | BANK OF AMERICA CORP /DE/ | 1.7M | $111.3M | -2.8% | 1.208% | 0.01% |
| 16 | Bank of New York Mellon Corp | 1.4M | $94.0M | +3.1% | 1.020% | 0.02% |
| 17 | SEI INVESTMENTS CO | 1.3M | $88.8M | +0.4% | 0.964% | 0.08% |
| 18 | 1832 Asset Management L.P. | 1.2M | $82.2M | +3.3% | 0.892% | 0.11% |
| 19 | Sarasin & Partners LLP | 1.2M | $79.2M | -9.4% | 0.860% | 0.97% |
| 20 | GOLDMAN SACHS GROUP INC | 1.2M | $78.7M | -5.7% | 0.854% | 0.01% |
| 21 | NORTHERN TRUST CORP | 1.2M | $77.9M | -1.0% | 0.845% | 0.01% |
| 22 | Madison Asset Management, LLC | 1.1M | $75.3M | -5.5% | 0.818% | 0.93% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $71.8M | -1.3% | 0.779% | 0.01% |
| 24 | Gates Capital Management, Inc. | 1.1M | $71.7M | — | 0.778% | 2.47% |
| 25 | Boston Trust Walden Corp | 1.1M | $69.3M | -2.4% | 0.752% | 0.57% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AOS — a direct measure of their conviction.
Filings activity in AOS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 621 | 1.9% | 90.85% | 0.53 pp | $7.50B | 0.6% |
| Q4 2025 | 633 | +3.4% | 91.38% | 11.03 pp | $7.54B | 11% |
| Q3 2025 | 612 | 0.8% | 102.41% | +20.09 pp | $8.45B | +24% |
| Q2 2025 | 617 | 3.0% | 82.32% | 16.15 pp | $6.79B | 16% |
| Q1 2025 | 636 | +3.1% | 98.47% | +11.09 pp | $8.13B | +13% |
| Q4 2024 | 617 | 2.1% | 87.38% | 25.69 pp | $7.21B | 23% |
| Q3 2024 | 630 | +1.8% | 113.07% | 33.16 pp | $9.33B | 23% |
| Q2 2024 | 619 | — | 146.23% | — | $12.07B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AOS stock.
Based on Q1 2026 13F filings, institutional ownership of A. O. Smith Corporation stands at 90.8%, held across 621 reporting institutions.
FMR LLC is the largest reported institutional holder of AOS, with approximately 7,930,566 shares worth $0.52B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AOS.
Our composite Smart Money Score for AOS is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
90 institutions opened new positions in AOS during Q1 2026, while 102 fully exited. 194 added to existing positions and 329 trimmed.
AOS institutional ownership fell by 0.53 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 49.4% of all reported 13F value in AOS, and the top 25 account for 68.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
A. O. Smith Corporation (AOS) Institutional Ownership