AOS — Smith A O Corp Institutional Holders · Q3 2026

Name: Who Owns AOS? 27 Institutions Hold $29.5M (Q3 2026)
Creator: ko.io

Who owns Smith A O Corp (AOS)? 27 institutions reported holding $29.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($16.0M), CX Institutional ($5.5M), Reinhart Partners, Llc. ($4.4M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$16.0M	284,138	Trimmed
2	CX Institutional	$5.5M	97,234	Added
3	REINHART PARTNERS, LLC.	$4.4M	78,357	Trimmed
4	Applied Capital LLC/FL	$782,754	13,886	Trimmed
5	Ridgewood Investments LLC	$711,220	12,617	Added
6	Invariant Investment Management	$579,872	10,218	New
7	Legacy Wealth Asset Management, LLC	$508,063	9,013	Trimmed
8	GAMMA Investing LLC	$338,953	6,013	Added
9	Farther Finance Advisors, LLC	$256,428	4,549	Added
10	Versant Capital Management, Inc	$145,265	2,577	Added
11	MassMutual Private Wealth & Trust, FSB	$143,349	2,543	Trimmed
12	AMERICAN NATIONAL BANK & TRUST	$75,930	1,347	Trimmed
13	CoreCap Advisors, LLC	$18,495	328	Added
14	Wealth Enhancement Trust Services, Inc.	$15,163	269	Added
15	GK Wealth Management LLC	$12,193	216	New
16	ELEVATION WEALTH PARTNERS, LLC	$11,556	205	Hold
17	Bank of New Hampshire	$9,583	170	Trimmed
18	Hickory Point Bank & Trust	$9,019	160	Hold
19	Grove Bank & Trust	$4,453	79	Hold
20	MJT & Associates Financial Advisory Group, Inc.	$3,721	66	Hold
21	Noble Wealth Management PBC	$3,269	58	New
22	Investors Research Corp	$1,353	24	Hold
23	Planning Strategies Inc.	$507	9	Added
24	TOTH FINANCIAL ADVISORY CORP	$282	5	New
25	GILPIN WEALTH MANAGEMENT, LLC	$113	2	New

Source: SEC Form 13F filings · as of 2026-09-30