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Disclosery

AOS SMITH A O CORP

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Stock (common), issuer CIK 91142

640 managers (659 13F filers) reported a position in AOS shares at 2025-03-31, 111,419,723 shares in all. 101 filers opened a position and 88 filers sold out during the quarter.

Managers
640
13F filers
659
New
101
Added
232
Reduced
239
Sold out
88
Shares held by filers
111,419,723

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sachetta, LLC34$2.22K<0.01%+1713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34$2.22K<0.01%new13F-HRTimelineGroup
Avion Wealth42$2K<0.01%013F-HRTimeline
Dunhill Financial, LLC29$1.92K<0.01%-313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…29$1.9K<0.01%13F-HRTimeline
Fortitude Family Office, LLC26$1.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.22$1.44K<0.01%-413F-HRTimeline
Raleigh Capital Management Inc.21$1.37K<0.01%-2313F-HRTimeline
DiNuzzo Private Wealth, Inc.20$1.31K<0.01%-513F-HRTimeline
Winthrop Capital Management, LLC15$1K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC13$1K<0.01%+1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%-84213F-HRTimelineGroup
HM PAYSON & CO15$981<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC15$980<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.14$916<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.12$784<0.01%-2513F-HRTimeline
Greenline Partners, LLC11$719<0.01%new13F-HRTimeline
Anchor Investment Management, LLC10$654<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC9$588<0.01%13F-HRTimeline
Hughes Financial Services, LLC8$525<0.01%new13F-HRTimeline
Bare Financial Services, Inc8$523<0.01%new13F-HRTimeline
TFC Financial Management, Inc.7$460<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC7$458<0.01%new13F-HR/ATimeline
Rise Advisors, LLC7$458<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7$458<0.01%-8513F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.7$458<0.01%new13F-HRTimelineGroup
Hexagon Capital Partners LLC6$383<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$341<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …5$327<0.01%new13F-HR/ATimelineGroup
CAROLINAS WEALTH CONSULTING LLC5$327<0.01%013F-HRTimeline
Activest Wealth Management5$327<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5$327<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC4$264<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$261<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC4$250<0.01%+213F-HRTimeline
HFM Investment Advisors, LLC3$197<0.01%13F-HRTimeline
GoalVest Advisory LLC3$196<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$130<0.01%new13F-HRTimeline
True Wealth Design, LLC1$66<0.01%-613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,24013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.