AOS
A. O. Smith Corporation · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -8.1% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 136 | +2 | 90.37M | $5.67B | +8 | −5 |
| Q1 2026 | 136 | -13 | 81.95M | $5.40B | +1 | −15 |
| Q4 2025 | 148 | -2 | 90.00M | $6.01B | +3 | −4 |
| Q3 2025 | 22 | +1 | 42.24M | $3.10B | +2 | −2 |
| Q2 2025 | 19 | +1 | 38.34M | $2.51B | +1 | — |
| Q1 2025 | 15 | +2 | 16.60M | $1.08B | +2 | — |
| Q4 2024 | 13 | -3 | 17.88M | $1.22B | — | −3 |
| Q3 2024 | 15 | +1 | 9.13M | $819.44M | +1 | — |
| Q2 2024 | 14 | — | 9.94M | $811.99M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 3.59M | +1.5% | $321.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 3.59M | +1.5% | $321.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fisher Asset Management ✦ | 2.30M | +4.0% | $206.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 1.40M | -0.7% | $125.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 378.73K | -19.1% | $34.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 378.73K | -19.1% | $34.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 378.73K | -19.1% | $34.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 336.62K | -43.7% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 336.62K | -43.7% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 278.60K | -12.8% | $25.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 278.60K | -12.8% | $25.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 241.17K | +2.3% | $21.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 241.17K | +2.3% | $21.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 234.92K | +1572.2% | $21.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 144.12K | -70.4% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 144.12K | -70.4% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wellington Management ✦ | 144.12K | -70.4% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 144.12K | -70.4% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 144.12K | -70.4% | $12.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 70.50K | -2.1% | $6.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 58.42K | -28.8% | $5.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 43.80K | -89.3% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 27.00K | New | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 22.23K | -73.4% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bridgewater Associates ✦ | 4.81K | -7.8% | $432,172 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $2.43M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 627 holders, 117.09M shares, $7.47B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.