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Of the 15 tracked institutions holding AOS, 8 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +2.8pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, AOS (SMITH A O CORP) is held with a combined value of $2.79B across 43,564,633 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.01B (0.01% of their portfolio). 4 funds opened new positions in the most recent quarter. 8 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$2.79B
Total Shares Held
43,564,633
Institutional Holders
15
Days to Cover
7.6+1.0%
10.71M shares short · FINRA 2026-08-14
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $1.01B | 0.01% | +4.7% |
| 2 | FMR LLC | $653.41M | 0.03% | +31.4% |
| 3 | BlackRock, Inc. | $505.32M | 0.01% | +9.5% |
| 4 | STATE STREET CORP | $412.79M | 0.01% | +14.3% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $71.46M | 0.02% | +18.2% |
| 6 | Gotham Asset Management, LLC | $48.02M | 0.11% | +165.7% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $24.93M | 0.03% | -46.6% |
| 8 | CITADEL ADVISORS LLC | $23.03M | 0.01% | +286.7% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | $16.90M | 0.00% | -18.9% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $13.06M | 0.00% | -0.3% |
| Member | Type | Date |
|---|---|---|
| Julie Johnson | Sell | Sep 25, 2025 |
| Julie Johnson | Buy | Sep 23, 2025 |
| Julie Johnson | Sell | Sep 23, 2025 |
| April McClain Delaney | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of AOS with a position worth $1.01B, representing 0.01% of their portfolio. In total, 15 institutional investors hold AOS with a combined value of $2.79B.
In the most recent quarter, 4 funds opened a new position in AOS. Additionally, 8 increased their holdings and 3 reduced their positions.
Institutional investors hold $2.79B worth of AOS stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $1.01B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AOS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AOS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-08-06 |
SEC Schedule 13D (activist) and 13G (passive) filings for AOS. Filed when an investor acquires 5%+ ownership.
| Apr 16, 2025 |
| April McClain Delaney | Sell | Apr 10, 2025 |
| April McClain Delaney | Sell | Mar 6, 2025 |
| Rob Bresnahan | Sell | Feb 25, 2025 |
| April McClain Delaney | Sell | Feb 18, 2025 |
Showing 8 of 10. STOCK Act disclosures lag up to 45 days.
Last Close
$57.83
2026-09-09
YTD
-15.4%
8% of 52-week range
