MetaCap

Who Owns A.O. Smith Stock?

NYSE: AOSIndustrialsSpecialty Industrial MachineryUSD

56.38-0.18 (-0.32%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
117.20%
Institutional holders
875
  • Institutions 99.5%
  • Insiders 0.5%
  • Public and other 0.0%

Who owns A.O. Smith stock?

Institutional investors own about 117.2% of A.O. Smith's shares, spread across 875 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.46% of AOS.

The largest institutional holders are FMR, LLC (9.47%), Blackrock Inc. (7.32%) and Vanguard Capital Management LLC (6.62%). Together, the top 10 institutions control 53.5% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their AOS positions and 5 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of AOS

A.O. Smith top institutional holders
InstitutionShares% HeldChange
FMR, LLC10.42M9.47%+31.4%
Blackrock Inc.8.06M7.32%+9.5%
Vanguard Capital Management LLC7.29M6.62%-0.6%
Vanguard Portfolio Management LLC7.05M6.41%-0.7%
State Street Corporation6.58M5.98%+14.3%
Invesco Ltd.5.54M5.03%+17.0%
American Century Companies Inc4.73M4.29%+12.1%
Geode Capital Management, LLC3.73M3.39%-5.3%
Impax Asset Management Group plc2.81M2.56%-34.2%
Morgan Stanley2.72M2.47%-24.1%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of AOS

A.O. Smith top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.55M3.23%
Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF3.30M3.00%
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.90M2.64%
ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF2.77M2.52%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.57M2.33%
Fidelity Securities Fund-Fidelity Dividend Growth Fund2.05M1.86%
VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund1.55M1.41%
iShares Trust-iShares Core S&P 500 ETF1.49M1.35%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.48M1.35%
Fidelity Concord Street Trust-Fidelity 500 Index Fund1.45M1.32%

Frequently asked questions

Who is the largest shareholder of A.O. Smith?

FMR, LLC is the largest institutional shareholder of AOS, owning 9.47% of shares outstanding (10.42M shares) as of its latest 13F filing.

What percentage of A.O. Smith is owned by institutions?

Institutions own about 117.2% of AOS shares and 117.7% of the public float.

How much of A.O. Smith do insiders own?

Insiders, such as officers and directors, own about 0.46% of AOS shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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