13FBOX
SMITH A O CORP · 13F Institutional Holdings
Options Calculator Rankings

SMITH A O CORP

AOS
Institutions
616
Combined AUM (Q2 2026)
$7.96B
Combined Shares (Q2 2026)
127.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+17.3M
315 · 76 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-9.8M
326 · 102 Exit · ≈
⚖️ Net
+7.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.96B
Institutions
616
New Buys
76
Adds
239
Reduces
224
Exits
102
Unchanged
77
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
0.03%0.03%#172$653.4M10.4M$522.9M7.9M+2.5M+31.36%Add
BlackRock, Inc.
0.01%0.01%#309$505.3M8.1M$485.1M7.4M+699,610+9.51%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#262$457.0M7.3M$483.6M7.3M-47,139-0.64%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.02%#199$442.3M7.1M$468.1M7.1M-47,925-0.68%Reduce
STATE STREET CORP
0.01%0.01%#237$412.8M6.6M$379.7M5.8M+822,555+14.28%Add
Invesco Ltd.
0.03%0.05%#174$347.2M5.5M$311.9M4.7M+805,866+17.04%Add
AMERICAN CENTURY COMPANIES INC
0.13%0.14%#84$296.4M4.7M$278.0M4.2M+511,172+12.13%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.02%#235$233.7M3.7M$259.4M3.9M-207,786-5.27%Reduce
Impax Asset Management Group plc
1.15%1.97%#6$176.5M2.8M$282.1M4.3M-1.5M-34.23%Reduce
MORGAN STANLEY
0.01%0.01%#278$170.4M2.7M$206.1M2.8M-90,376-3.22%Reduce
ProShare Advisors LLC
0.23%0.23%#65$157.1M2.5M$152.3M2.3M+194,985+8.44%Add
UBS Group AG
0.02%0.01%#200$155.1M2.5M$60.8M921,583+1.6M+168.40%Add
FIRST TRUST ADVISORS LP
0.08%0.1%#101$144.3M2.3M$143.0M2.2M+132,395+6.10%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.03%#187$127.7M2.0M$129.2M2.0M+75,947+3.88%Add
EARNEST PARTNERS LLC
0.45%0.55%#34$123.7M2.0M$133.7M2.0M-55,707-2.75%Reduce
BANK OF AMERICA CORP /DE/
0.01%0.01%#334$97.2M1.6M$111.3M1.7M-137,777-8.16%Reduce
1832 Asset Management L.P.
0.05%0.08%#145$92.1M1.5M$82.2M1.2M+222,000+17.82%Add
Madison Asset Management, LLC
1.1%0.93%#7$92.0M1.5M$75.3M1.1M+324,318+28.38%Add
NORGES BANK
0.01%0.01%#275$91.2M1.5M$92.8M1.4M+35,538+2.50%Add
Bank of New York Mellon Corp
0.01%0.02%#221$89.3M1.4M$94.0M1.4M-1,574-0.11%Reduce
River Road Asset Management, LLC
0.94%#12$84.5M1.3M$00+1.3MNew Buy
SEI INVESTMENTS CO
0.07%0.08%#112$83.5M1.3M$88.8M1.3M-15,438-1.15%Reduce
Talaria Asset Management Pty Ltd
16.12%10.44%#1$75.3M1.2M$51.7M783,900+416,800+53.17%Add
NORTHERN TRUST CORP
0.01%0.01%#293$73.6M1.2M$77.9M1.2M-7,118-0.60%Reduce
NATIXIS ADVISORS, LLC
0.08%0.1%#104$72.6M1.2M$71.4M1.1M+75,118+6.94%Add
GOLDMAN SACHS GROUP INC
0.01%0.01%#333$72.2M1.2M$78.7M1.2M-41,370-3.47%Reduce
AQR CAPITAL MANAGEMENT LLC
0.02%0.03%#181$71.5M1.2M$63.0M978,096+177,634+18.16%Add
Sarasin & Partners LLP
0.82%0.97%#14$70.4M1.1M$79.2M1.2M-78,148-6.51%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#276$68.3M1.1M$71.8M1.1M-300-0.03%Reduce
Gates Capital Management, Inc.
1.55%1.96%#2$64.6M1.0M$71.7M1.1M-57,259-5.26%Reduce
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.09%0.1%#97$64.2M1.0M$59.8M907,450+115,922+12.77%Add
JONES FINANCIAL COMPANIES LLLP
0.03%0.03%#180$62.7M1.0M$68.7M1.1M-51,273-4.81%Reduce
NOMURA ASSET MANAGEMENT CO LTD
0.12%0.17%#87$58.2M928,489$65.3M990,068-61,579-6.22%Reduce
WELLS FARGO & COMPANY/MN
0.01%0.01%#281$55.2M879,330$48.4M734,004+145,326+19.80%Add
Vest Financial, LLC
0.56%0.65%#26$53.7M855,748$53.8M815,872+39,876+4.89%Add
Gotham Asset Management, LLC
0.11%0.06%#89$48.0M765,609$19.0M288,196+477,413+165.66%Add
ROYAL BANK OF CANADA
0.01%0.01%#338$41.2M656,525$50.8M770,141-113,616-14.75%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#287$39.4M627,597$41.7M632,867-5,270-0.83%Reduce
Boston Trust Walden Corp
0.28%0.57%#51$36.9M587,999$69.3M1.1M-462,931-44.05%Reduce
Legal & General Group Plc
0.01%0.01%#312$35.3M563,432$33.1M502,282+61,150+12.17%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#295$35.3M562,406$34.8M527,275+35,131+6.66%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.03%0.03%#175$34.9M555,999$36.2M548,510+7,489+1.37%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%0.01%#331$34.6M551,846$36.8M558,092-6,246-1.12%Reduce
AMERIPRISE FINANCIAL INC
0.01%<0.01%#322$34.0M542,709$15.1M229,719+312,990+136.25%Add
DEUTSCHE BANK AG\
0.01%0.01%#263$33.6M535,130$28.8M436,201+98,929+22.68%Add
WELCH & FORBES LLC
0.41%0.49%#37$33.4M532,209$38.2M579,780-47,571-8.21%Reduce
SCHWARTZ INVESTMENT COUNSEL INC
1.09%1.21%#8$33.0M525,883$34.1M517,733+8,150+1.57%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#473$31.1M500,061$36.1M566,532-66,471-11.73%Reduce
Assenagon Asset Management S.A.
0.04%<0.01%#157$30.7M489,264$573,8768,703+480,561+5,521.79%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#406$30.5M487,007$22.0M334,155+152,852+45.74%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow