AOS
A. O. Smith Corporation · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow -7.1% ·
net new positions +13.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 | State Street Global Advisors ✦ (passive) | 6.32M | -21.3% | $413.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 3.55M | -3.9% | $231.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 3.55M | -3.9% | $231.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 1.83M | -17.6% | $119.36M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 1.42M | +0.6% | $92.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 775.36K | +41.6% | $50.68M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 609.22K | +125.4% | $39.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 523.10K | +88.9% | $34.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 523.10K | +88.9% | $34.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 402.41K | New | $26.30M | 0.1% | New | 1 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 362.70K | +47.7% | $23.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 296.06K | -30.0% | $19.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 296.06K | -30.0% | $19.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 296.06K | -30.0% | $19.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 296.06K | -30.0% | $19.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 238.31K | -0.6% | $15.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 238.31K | -0.6% | $15.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 111.69K | -71.5% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 111.69K | -71.5% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 88.23K | +58.6% | $5.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 70.50K | 0.0% | $4.61M | 0.1% | Held | 4 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 5.86K | New | $382,683 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $26.30M | 0.1% |
| Two Sigma Investments | $382,683 | 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.