A.O. Smith
AOS
55.34
-1.56
-2.74%
A.O. Smith
US · AOS
#1701 by market cap
Listed 1970
55.34
-1.56
-2.74%
Live - 5344 symbols - heartbeat 251s ago
· 2026-10-08 08:30
Pre-market
55.20
-0.25%
After-hours
55.34
0.00%
- Market cap
- 7.52B
- P/E (TTM)i
- 15.42
- P/Bi
- 4.08
- EPSi
- 3.85
- Div yieldi
- 2.57%
- 52W posi
- 6%
Reader sentiment
Are you bullish or bearish on AOS?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
- Total institutional ownership rose 1.3 percentage points.
Institutional ownership
- Held by institutions
- 114.69% +1.31pp
- Institutions
- 739 +1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund83.22%
Private Company20.51%
Hedge Fund3.79%
Public Company3.15%
Government Pension Fund1.77%
Sovereign Wealth Fund1.07%
Family Office/Trust0.67%
Individual/Insider0.58%
Government0.25%
Top holders as of 2025-12-31
Smith Family Voting Trust
18.95% · 25.75M sh
FMR
6.39% · 8.69M sh
BlackRock
5.93% · 8.06M sh
Vanguard Capital Management, LLC
5.82% · 7.91M sh
Vanguard Portfolio Management, LLC
5.19% · 7.05M sh
State Street Global Advisors
4.84% · 6.58M sh
American Century Investment Management
3.48% · 4.73M sh
Invesco Capital Management LLC
3.36% · 4.57M sh
Geode Capital Management, LLC
2.75% · 3.73M sh
Strategic Advisers LLC
2.25% · 3.06M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 38 buys · 11 sells
| Name | Role | Stake |
|---|---|---|
| Mark Smith | Independent Director | 0.30% |
| Kevin Wheeler | Chairman, President, & CEO | 0.09% |
| James Stern | General Counsel | 0.07% |
| Charles Lauber | Chief Financial Officer | 0.03% |
| Ilham Kadri | Independent Director | 0.02% |
| Christopher Mapes | Independent Director | 0.01% |
| Michael Larsen | Independent Director | 0.01% |
| Robert Heideman | Chief Technology Officer | 0.01% |
| Stephen O'brien | SVP and President & GM of North America Water Heating | 0.00% |
| Lois Martin | Independent Director | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-06-30 | Carrie Anderson | Chief Financial Officer | Other Derivative Acquisition | +32,060 | -- |
| 2026-06-30 | Carrie Anderson | Chief Financial Officer | Initial Statement of Beneficial | 0 | -- |
| 2026-04-22 | Aaron Saak | Director | Other Derivative Acquisition | +2,296 | -- |
| 2026-04-12 | Victoria Holt | Independent Director | Other Derivative Acquisition | +2,262 | -- |
| 2026-04-12 | Mark Smith | Independent Director | Other Acquisition | +2,262 | $66.32 |
| 2026-04-12 | Christopher Mapes | Independent Director | Other Acquisition | +2,262 | $66.32 |
| 2026-04-12 | Lois Martin | Independent Director | Other Acquisition | +2,262 | $66.32 |
| 2026-04-12 | Michael Larsen | Independent Director | Other Derivative Acquisition | +2,262 | -- |
| 2026-04-12 | Ilham Kadri | Independent Director | Other Acquisition | +2,262 | $66.32 |
| 2026-04-12 | Todd Fister | Independent Director | Other Acquisition | +2,262 | $66.32 |
| 2026-04-12 | Aaron Saak | Director | Other Derivative Acquisition | +2,262 | -- |
| 2026-03-03 | Darrell Schuh | Senior Vice President | Open Market Disposition | -1,104 | $74.39 |
| 2026-02-22 | Samuel Carver | Officer | Other Disposition | -1,144 | -- |
| 2026-02-12 | James Stern | General Counsel | Other Acquisition | +1,633 | $79.89 |
| 2026-02-12 | James Stern | General Counsel | Derivative Exercise and Sale | -3,220 | $79.89 |
| 2026-02-12 | James Stern | General Counsel | Derivative Exercise and Retained | +3,630 | -- |
| 2026-02-12 | Kevin Wheeler | Chairman, President, & CEO | Other Acquisition | +8,598 | $79.89 |
| 2026-02-12 | Kevin Wheeler | Chairman, President, & CEO | Derivative Exercise and Sale | -16,942 | $79.89 |
| 2026-02-12 | Kevin Wheeler | Chairman, President, & CEO | Derivative Exercise and Retained | +19,103 | -- |
| 2026-02-12 | Charles Lauber | Chief Financial Officer | Other Acquisition | +2,254 | $79.89 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:30:16 · For reference only, not investment advice and not tailored to your situation.