A. O. Smith

AOS • NYSE

A. O. Smith is a industrial - machinery company in the industrials sector on NYSE, led by Stephen M. Shafer, with a market cap of $9.6B. As of Q3 2025, 75% of shares are held by 610 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.29%.

Chairman and Chief Executive OfficerStephen M. Shafer

Market Cap$9.6B

Industrial - Machinery

Industrials

Employees12.0K

Websiteaosmith.com

Country

United States of America

Overview

Overview of institutional ownership in AOS as of Q3 2025 with a market cap of $10.3B

All Institutions

Institutions: 610
Value Held: $7.7B
Shares Held: 105.0M
Avg Position: $12.6M
Median Position: $742.0K

Hedge Funds

Hedge Funds: 51
Value Held: $386.7M
Shares Held: 5.3M
Avg Position: $7.6M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

71.21%

$7.3B

Hedge Funds

3.76%

$386.7M

Retail & Other

25.03%

$2.6B

Based on market cap of $10.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AOS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.1B 0.02% of portfolio	10.29% 14.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$516.4M 0.01% of portfolio	5.02% 7.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$400.3M 0.01% of portfolio	3.89% 5.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
I Impax Asset Management Group plc Long Only Manager	Moise Nmn Piram President	$356.1M 2.08% of portfolio	3.46% 4.9M shares	Q1 2021 Held for 4y 8m	$17.1B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$332.0M 0.05% of portfolio	3.23% 4.5M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$256.1M 0.02% of portfolio	2.49% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
A AMERICAN CENTURY COMPANIES INC Institution	-	$235.6M 0.12% of portfolio	2.29% 3.2M shares	Q3 2019 Held for 6y 2m	$195.93B
FMR LLC Institution	-	$223.9M 0.01% of portfolio	2.18% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$206.1M 0.01% of portfolio	2.00% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$184.2M 0.14% of portfolio	1.79% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$134.11B

Net Capital Flow

Institutional buying and selling activity for AOS in Q3 2025

Traded: −$6.4M
Buyers: 302
Sellers: 296
Total Bought: +$723.1M
Total Sold: −$729.5M
Avg Position: $11.3M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$144.6M +2.0M shares	$223.9M 3.0M shares
Pictet Asset Management Holding SA Long Only Manager	+$115.7M +1.6M shares	$180.1M 2.5M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$82.8M +1.1M shares	$235.6M 3.2M shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	+$39.1M +532.9K shares	$46.5M 633.4K shares
R ROYAL BANK OF CANADA Institution	+$35.9M +489.2K shares	$58.6M 798.3K shares
S Sarasin & Partners LLP Institution	+$15.4M +211.5K shares	$101.9M 1.4M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$13.8M +188.4K shares	$48.6M 662.2K shares
VANGUARD GROUP INC Institution	+$13.4M +182.9K shares	$1.1B 14.4M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$12.4M +168.4K shares	$40.9M 557.6K shares
Marshall Wace LLP Institution	+$12.1M +164.8K shares	$17.9M 244.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$77.9M −1.1M shares	$46.0M 626.9K shares
A Amundi Institution	−$46.0M −627.0K shares	$66.7M 910.6K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	−$44.3M −604.1K shares	$4.7M 63.5K shares
GOLDMAN SACHS GROUP INC Institution	−$33.0M −449.1K shares	$56.6M 770.5K shares
STATE STREET CORP Institution	−$31.9M −434.5K shares	$400.3M 5.5M shares
LORD, ABBETT & CO. LLC Long Only Manager	−$25.0M −340.0K shares	$26.2M 356.7K shares
J Jump Financial, LLC Institution	−$23.5M −320.4K shares	$6.5M 89.0K shares
C Cubist Systematic Strategies, LLC Institution	−$23.4M −318.2K shares	$3.0M 40.6K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	−$23.1M −314.2K shares	$10.7M 145.5K shares
Q Qube Research & Technologies Ltd Institution	−$19.4M −263.7K shares	$32.8M 447.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AOS in Q3 2025

New Positions: 25
New Value: $7.1M
Exited Positions: 69
Exited Value: $63.3M

New Positions

Institution	Position Value
M MOKAN Wealth Management Inc. RIA/Wealth	$1.3M 17.7K shares
DEAN INVESTMENT ASSOCIATES, LLC Long Only Manager	$944.1K 12.9K shares
Morningstar Investment Management LLC Long Only Manager	$910.7K 12.4K shares
D Davis Investment Partners, LLC RIA/Wealth	$614.9K 8.4K shares
S Sage Mountain Advisors LLC RIA/Wealth	$487.6K 6.6K shares
Warren Averett Asset Management, LLC RIA/Wealth	$395.1K 5.4K shares
Krilogy Financial LLC RIA/Wealth	$358.0K 5.4K shares
MMA ASSET MANAGEMENT LLC Pension/Endowment	$339.5K 4.6K shares
T TCG Advisory Services, LLC RIA/Wealth	$264.6K 3.6K shares
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth	$263.8K 3.6K shares

Exited Positions

Institution	Previous Position
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$14.0M 213.6K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$4.9M 74.0K shares
NORDEA INVESTMENT MANAGEMENT AB Institution	$3.4M 52.3K shares
Woodline Partners LP Hedge Fund•Long/Short	$3.3M 50.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$3.1M 47.6K shares
OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund•Market Neutral	$2.9M 43.9K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$2.8M 43.3K shares
Empowered Funds, LLC ETF Provider	$2.5M 38.8K shares
C CAXTON ASSOCIATES LLP Institution	$2.1M 31.5K shares
L LECAP ASSET MANAGEMENT LTD Institution	$1.8M 27.8K shares

Options Activity

Institutions with the largest Call and Put options positions in AOS as of Q3 2025

Call Positions: 13
Call Value: $32.0M
Put Positions: 11
Put Value: $11.7M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$7.2M 980.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.9M 940.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$6.4M 876.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$4.1M 564.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.5M 471.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$2.6M 350.0 contracts
C Cubist Systematic Strategies, LLC Institution	$557.9K 76.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$396.4K 54.0 contracts
Walleye Trading LLC RIA/Wealth	$323.0K 44.0 contracts
P PEAK6 LLC Institution	$14.7K 2.0 contracts

Put Positions

Institution	Position Value
P PEAK6 LLC Institution	$3.6M 491.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$2.6M 359.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.2M 304.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.8M 252.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$969.0K 132.0 contracts
Walleye Trading LLC RIA/Wealth	$411.1K 56.0 contracts
UBS Group AG Institution	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Most Committed Institutions

Institutions with AOS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
I Impax Asset Management Group plc Long Only Manager	Moise Nmn Piram President	2.08% $356.1M	3.46% 4.9M shares	Q1 2021 Held for 4y 8m	$17.1B
W Weaver C. Barksdale & Associates, Inc. Long Only Manager	Ann Loden Roberts CEO	1.94% $2.0M	0.02% 27.4K shares	Q1 2025 Held for 8 months	$103.9M
Atwater Malick LLC RIA/Wealth	Matthew Charles Malick Managing Partner	1.78% $6.1M	0.06% 83.7K shares	Q3 2019 Held for 6y 2m	$344.4M
Regents Gate Capital LLP Hedge Fund•Market Neutral	Joshua White CIO	1.76% $5.0M	0.05% 67.6K shares	Q3 2025 Held for 2 months	$281.7M
SCHWARTZ INVESTMENT COUNSEL INC Long Only Manager	Timothy Steven Schwartz CEO	1.45% $43.3M	0.42% 590.3K shares	Q1 2019 Held for 6y 8m	$3.0B
Hunter Perkins Capital Management, LLC Long Only Manager	Alec Hunter Perkins CEO	1.34% $5.8M	0.06% 79.1K shares	Q2 2022 Held for 3y 5m	$435.0M
Illumine Investment Management, LLC RIA/Wealth	Amanda K Holloway CCO	1.23% $1.7M	0.02% 23.5K shares	Q2 2025 Held for 5 months	$140.3M
BERKSHIRE ASSET MANAGEMENT LLC/PA RIA/Wealth	Kenneth John Krogulski CEO	1.21% $28.5M	0.28% 388.9K shares	Q1 2025 Held for 8 months	$2.4B
Cypress Advisory Group LLC RIA/Wealth	Geoffrey Allen Grenert Managing Partner	1.05% $1.4M	0.01% 19.4K shares	Q4 2024 Held for 11 months	$135.1M
S Sarasin & Partners LLP Institution	-	1.00% $101.9M	1.00% 1.4M shares	Q3 2024 Held for 1y 2m	$10.2B

Hedge Fund Spotlight

Discover hedge funds investing in AOS

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in A. O. Smith

Market Value: $3.6M
Shares Held: 49.7K
Portfolio Weight: 0.05%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$306.1M	4.29%
2 Ameren AEE	Regulated Electric Utilities	$103.0M	1.44%
3 Nvidia NVDA	Semiconductors Technology	$79.9M	1.12%