Smith (a.o.)AOS

13F holders, Q4 2024 (December 31)
643holders −11
62new positions
92sold out
8famous investors
$68.21avg. 13F price*

At the end of Q4 2024, 643 institutions reported holding Smith (a.o.) Corp. (AOS) in their 13F filings, down 11 from Q3 2024. 62 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($963.0M), BlackRock, Inc. ($599.2M) and State Street Corp. ($548.2M). 8 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Smith (a.o.) Corp.
Sector
Consumer Discretionary
CUSIP
831865209
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 654Q1 2024Q2 2024: 642Q2 2024Q3 2024: 654Q3 2024Q4 2024: 643Q4 2024Q1 2025: 657Q1 2025Q2 2025: 632Q2 2025Q3 2025: 631Q3 2025Q4 2025: 647Q4 2025Q1 2026: 636Q1 2026Q2 2026: 615Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions62$89.4M
Exits92$157.3M

All 13F filers, Q3 2024 → Q4 2024: 10,316,410 shares bought and 10,410,287 shares sold, net −93,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 643 holders

Vanguard Group Inc. 0.02% Add +1.1% 14,117,943 $963.0M
BlackRock, Inc. 0.01% Reduce -0.3% 8,784,915 $599.2M
State Street Corp. 0.02% Add +4.1% 8,037,159 $548.2M
Invesco Ltd. 0.06% Add +26.8% 4,704,295 $320.9M
Geode Capital Management, LLC 0.02% Add +3.1% 3,698,517 $251.8M
Select Equity Group, L.P. 0.93% Reduce -20.8% 3,342,818 $228.0M
Impax Asset Management Group plc 0.96% Reduce -1.0% 3,102,128 $211.6M
First Trust Advisors LP 0.16% Add +19.0% 2,618,191 $178.6M
ProShare Advisors LLC 0.38% Add +10.7% 2,444,338 $166.7M
Fisher Asset Management 0.06% Reduce -3.8% 2,215,951 $151.2M
Morgan Stanley 0.01% Add +16.2% 2,181,465 $148.8M
Earnest Partners LLC 0.63% Add +3.6% 2,058,731 $140.4M
Bank of America Corp. 0.01% Reduce -10.7% 1,719,547 $117.3M
Amundi 0.04% Reduce -3.9% 1,712,136 $116.9M
KBC Group NV 0.31% Add +40.1% 1,648,825 $112.5M
Northern Trust Corp. 0.01% Add +22.0% 1,475,503 $100.6M
Norges Bank 0.01% Add +0.6% 1,410,054 $96.2M
Sei Investments Co. 0.12% Add +2.6% 1,402,497 $95.7M
Nomura Asset Management Co. Ltd. 0.28% Add +20.3% 1,368,443 $93.3M
UBS Group AG 0.02% Add +259.9% 1,246,338 $85.0M
Dimensional Fund Advisors LP 0.02% Add +2.7% 1,232,276 $84.1M
Charles Schwab Investment Management Inc. 0.02% Add +1.0% 1,231,084 $84.0M
Bank of New York Mellon Corp 0.01% Add +7.0% 1,143,241 $78.0M
Pictet Asset Management Holding SA 0.08% Reduce -0.9% 1,114,205 $76.0M
1832 Asset Management L.P. 0.11% Add +2.3% 929,797 $63.4M
Goldman Sachs Group Inc. 0.01% Add +16.6% 785,101 $53.6M
Boston Trust Walden Corp 0.37% Add +2.9% 777,254 $53.0M
Vest Financial, LLC 0.93% Add +24.0% 769,325 $52.5M
Deutsche Bank AG 0.02% Add +22.0% 738,103 $50.3M
Fiera Capital Corp 0.15% Reduce -2.4% 715,372 $48.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -3.9% 670,436 $45.7M
JPMorgan Chase & Co. 0.00% Reduce -14.2% 630,633 $43.0M
Voloridge Investment Management, LLC 0.15% Add +242.8% 627,282 $42.8M
Welch & Forbes LLC 0.50% Add +0.4% 568,613 $38.8M
Legal & General Group Plc 0.01% Reduce -14.6% 548,059 $37.4M
Millennium Management 0.03% Add +133.0% 547,410 $37.3M
Anchor Capital Advisors LLC 1.05% Reduce -19.0% 539,678 $36.8M
Caisse de depot et placement du Quebec 0.08% Reduce -29.8% 534,670 $36.5M
Royal Bank of Canada 0.01% Reduce -7.1% 529,309 $36.1M
Vontobel Holding Ltd. 0.12% Reduce -0.1% 498,525 $34.0M
FIL Ltd 0.03% Add +0.4% 491,073 $33.5M
Boston Financial Mangement LLC 0.99% Reduce -7.5% 481,513 $32.8M
Alliancebernstein L.P. 0.01% Add +15.7% 463,666 $31.6M
AQR Capital Management 0.04% Add +11.7% 423,137 $28.9M
HSBC Holdings PLC 0.02% Reduce -31.7% 416,418 $28.4M
D. E. Shaw & Co. 0.03% Add +16.6% 392,463 $26.8M
Federated Hermes, Inc. 0.06% Add +13.5% 384,575 $26.2M
Schwartz Investment Counsel Inc. 0.92% Add +22.9% 374,933 $25.6M
Nicholas Company, Inc. 0.39% Add +22.6% 355,916 $24.3M
Wells Fargo & Company 0.01% Reduce -19.9% 354,966 $24.2M
Squarepoint Ops LLC 0.06% Add +360.0% 343,692 $23.4M
New York State Common Retirement Fund 0.03% Reduce -5.1% 342,531 $23.4M
Swiss National Bank 0.02% Reduce -5.7% 338,900 $23.1M
Assenagon Asset Management S.A. 0.04% Add +23.0% 329,436 $22.5M
Robeco Schweiz AG 0.48% No change 326,963 $22.3M
BNP Paribas Financial Markets 0.02% Add +65.4% 325,608 $22.2M
Nuveen Asset Management, LLC 0.01% Reduce -35.3% 309,549 $21.1M
Pinebridge Investments, L.P. 0.16% Reduce -1.8% 305,215 $20.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +1.9% 292,101 $19.9M
Aware Super Pty Ltd as trustee of Aware Super 0.32% — 292,010 $19.9M
Citadel Advisors 0.02% Reduce -0.6% 276,968 $18.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +362.7% 270,285 $18.4M
Confluence Investment Management LLC 0.25% Reduce -3.0% 264,162 $18.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.6% 251,819 $17.3M
Barclays PLC 0.01% Add +4.8% 252,889 $17.2M
Stifel Financial Corp. 0.02% Reduce -2.1% 248,911 $17.0M
Renaissance Technologies 0.02% Add +460.5% 245,500 $16.7M
T. Rowe Price Associates Inc. 0.00% Reduce -0.6% 239,792 $16.4M
Annex Advisory Services, LLC 0.48% Add +48.0% 232,047 $15.8M
Envestnet Asset Management Inc. 0.01% Reduce -4.0% 228,673 $15.6M
Distillate Capital Partners LLC 0.75% New 222,610 $15.2M
GUARDCAP ASSET MANAGEMENT Ltd 0.24% No change 220,973 $15.1M
Rhumbline Advisers 0.01% Reduce -4.5% 219,934 $15.0M
Alps Advisors Inc. 0.09% Add +17.5% 217,400 $14.8M
Qube Research & Technologies Ltd 0.02% New 215,483 $14.7M
Andra AP-fonden 0.23% No change 213,600 $14.6M
MassMutual Private Wealth & Trust, FSB 0.41% Add +0.9% 213,252 $14.5M
California Public Employees Retirement System 0.01% Reduce -7.3% 205,817 $14.0M
Willis Investment Counsel 0.91% Add +0.3% 204,470 $13.9M
Natixis Advisors, LLC 0.03% Reduce -7.2% 200,876 $13.7M
Patten & Patten Inc. 0.86% Reduce -5.4% 190,426 $13.0M
California State Teachers Retirement System 0.01% Reduce -3.7% 186,038 $12.7M
Thematics Asset Management 0.54% No change 182,000 $12.4M
Natixis 0.08% Add +15.8% 173,968 $11.9M
Ensign Peak Advisors, Inc 0.02% Reduce -47.6% 172,721 $11.8M
Twinbeech Capital LP 0.20% New 167,613 $11.4M
Principal Financial Group Inc. 0.01% Reduce -1.3% 162,774 $11.1M
SG Americas Securities, LLC 0.05% Add +3623.8% 158,374 $10.8M
Baird Financial Group, Inc. 0.02% Reduce -2.2% 158,327 $10.8M
Russell Investments Group, Ltd. 0.01% Reduce -3.5% 157,395 $10.7M
Janney Montgomery Scott LLC 0.03% Reduce -5.4% 155,984 $10.6M
Empowered Funds, LLC 0.15% Add +1477.0% 152,792 $10.4M
Man Group plc 0.03% Add +82.2% 151,182 $10.3M
Bank of Montreal 0.01% Reduce -1.3% 150,424 $10.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 148,750 $10.1M
Regents Gate Capital LLP 3.97% — 146,499 $10.0M
Pembroke Management, LTD 1.23% Reduce -44.5% 144,761 $9.9M
CIBC Asset Management Inc 0.03% Add +684.3% 138,991 $9.5M
State Board of Administration of Florida Retirement System 0.02% No change 136,547 $9.3M
Edgestream Partners, L.P. 0.40% New 136,499 $9.3M

"% of holder's portfolio" is AOS's weight in each manager's 13F, not the share of Smith (a.o.) Corp. the manager owns.

Show all 643 holders