A. O. Smith Corporation
A. O. Smith Corporation (AOS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · AOS · as of Mar 31, 2025
Ownership Breakdown
689
Institutional Holders
▲ 30 vs Q4
$7.28B
Total Inst. Value
▼ $270.46M vs Q4
139.71M
Shares Outstanding
freeFloat 98.32%
111.43M
13F Shares Held
▲ 673,101 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
AOS largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC household appliances | 14.40M | 9.97% | 9.97% | $941.46B | May 9, 2025 | ▲ 286.3K |
BLACKROCK, INC. household appliances | 8.90M | 6.16% | 6.16% | $581.53B | May 2, 2025 | ▲ 112.4K |
STATE STREET CORP household appliances | 6.32M | 4.38% | 4.38% | $413.20B | May 15, 2025 | ▼ 1.72M |
IMPAX ASSET MANAGEMENT GROUP PLC household appliances | 5.19M | 3.59% | 3.59% | $339.12B | Apr 29, 2025 | ▲ 2.09M |
INVESCO LTD. household appliances | 5.01M | 3.47% | 3.47% | $327.55B | May 12, 2025 | ▲ 307.2K |
GEODE CAPITAL MANAGEMENT, LLC household appliances | 3.55M | 2.46% | 2.46% | $231.71B | May 13, 2025 | ▼ 144.1K |
FIRST TRUST ADVISORS LP household appliances | 2.44M | 1.69% | 1.69% | $159.35B | May 14, 2025 | ▼ 180.1K |
PROSHARE ADVISORS LLC household appliances | 2.42M | 1.68% | 1.68% | $158.21B | May 8, 2025 | ▼ 23.8K |
MORGAN STANLEY household appliances | 2.16M | 1.49% | 1.49% | $140.91B | May 15, 2025 | ▼ 25.6K |
EARNEST PARTNERS LLC household appliances | 2.04M | 1.42% | 1.42% | $133.57B | May 14, 2025 | ▼ 15.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
32
Increased
+9.24M shares3
New Positions
first time holders15
Decreased
−5.73M shares0
Sold Out
fully exitedNet shares change (top 50)
+3.51M
+9.24M / −5.73M
Net new holders
+20
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
AOS insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
8
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Saak Aaron W director | Apr 23, 2026 | Award | 2,296 | — | — | 2.3K | Form 4 ↗ |
Saak Aaron W director | Apr 13, 2026 | Award | 2,262 | — | — | 2.3K | Form 4 ↗ |
SMITH MARK D director | Apr 13, 2026 | Award | 2,262 | $66.32 | $150.0K | 118.5K | Form 4 ↗ |
MARTIN LOIS M director | Apr 13, 2026 | Award | 2,262 | $66.32 | $150.0K | 6.4K | Form 4 ↗ |
MAPES CHRISTOPHER L director | Apr 13, 2026 | Award | 2,262 | $66.32 | $150.0K | 8.7K | Form 4 ↗ |
Larsen Michael M director | Apr 13, 2026 | Award | 2,262 | — | — | 13.3K | Form 4 ↗ |
Kadri Ilham director | Apr 13, 2026 | Award | 2,262 | $66.32 | $150.0K | 23.6K | Form 4 ↗ |
HOLT VICTORIA M director | Apr 13, 2026 | Award | 2,262 | — | — | 13.3K | Form 4 ↗ |
Fister Todd W director | Apr 13, 2026 | Award | 2,262 | $66.32 | $150.0K | 6.4K | Form 4 ↗ |
Schuh Darrell W. SVP; President & GM Lochinvar | Mar 4, 2026 | Sale | 1,104 | $74.39 | $82.1K | 2.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
A. O. Smith Corporation (AOS) is primarily owned by institutional investors, who hold approximately 79.8% of total shares outstanding. Company insiders own approximately 1.68%, while retail and public investors account for the remaining 18.56%.
The largest institutional shareholder of A. O. Smith Corporation is VANGUARD GROUP INC, holding approximately 14.40 million shares — equal to 9.97% of outstanding shares — as of March 31, 2025.
A total of 689 institutional investors currently hold AOS stock, with a combined institutional value of approximately $7.28 billion as of the most recent 13F filing period.
Frequently asked questions
AOS ownershipA. O. Smith Corporation (AOS) is primarily owned by institutional investors, who hold approximately 79.8% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.97% stake. Company insiders hold 1.68%. Data sourced from SEC Form 13F as of March 31, 2025.