$AOS

$61.91 +$0.26 (0.42%) Close

$AOS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 137.1M shares outstanding

Who owns AOS?

By type of holder

Institutions 91.9% Insiders 0.4% Everyone else 7.7%

Concentration Top 10 holders own 43.0%

FMR LLC 7.6% · BlackRock, Inc. 5.9%

Institutional ownership

91.9%

+6.0 pts vs last qtr

Institutional holders

614

-23 vs last qtr

Net shares bought

+8.3M

by institutions in Q2 2026

New / sold out

77 / 100

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +2.5M
UBS Group AG +1.6M

Biggest sellers in Q2 2026

Impax Asset Management Group plc −1.5M
Morgan Stanley −862.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$82.1K

1 notice from 1 person

Shares covered

1.1K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Darrell Schuh Officer $82.1K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−19.7%

−2.41% a year

Each share's claim on the business

+24.6%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$2.6B vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years82% 3–5 years2% 1–3 years7% Under 1 year9%

Quarterly turnover

12.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AOS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	10.4M	7.60%	+2.5M (+31.4%)	≤2021	0.0%
Shares held by quarter Peak holding10.4M (Q2'26) Change over 8 quarters+10.3M Share of the company7.600% FMR LLC's full portfolio →
B BlackRock, Inc.	8.1M	5.87%	+699.6K (+9.5%)	≤2021	0.0%
Shares held by quarter Peak holding8.9M (Q1'25) Change over 8 quarters−750.2K Share of the company5.870% BlackRock, Inc.'s full portfolio →

FMR LLC

10.4M

% of company

7.60%

Change vs last qtr

+2.5M (+31.4%)

Held since

≤2021

BlackRock, Inc.

8.1M

% of company

5.87%

Change vs last qtr

+699.6K (+9.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding A O Smith Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AOS on Form N-PORT; together they hold 44.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$223M	3.6M	2.59%	0.01%	June 30, 2026
IS Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust	$196M	3.3M	2.37%	0.20%	July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$223M

% of company

2.59%

% of the fund

0.01%

As of

June 30, 2026

Invesco S&P 500 Equal Weight ETF

Invesco Exchange-Traded Fund Trust

Position value

$196M

% of company

2.37%

% of the fund

0.20%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding A O Smith Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SM Smith Mark D Insider	143.2K	0.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.100% Smith Mark D's insider activity →
WK Wheeler Kevin J. Insider	128.3K	0.09%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.090% Wheeler Kevin J.'s insider activity →

Smith Mark D

Insider

143.2K

% of company

0.10%

Change vs last qtr

—

Held since

—

Wheeler Kevin J.

Insider

128.3K

% of company

0.09%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of A O Smith Corp.

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