Smith (a.o.) CORP
$59.26+1.3%
+$1.1B
Net Activity
+14.40% total shares
Institutions Holding
608
Popularity Rank
#937
Avg Weight
0.10%
Total Value
$8.1B
608 institutions currently hold AOS, with 314 net buyers and 328 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
328
Net Buying Institutions
314
Top 5 by Value
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Across its top 20 institutional holders, AOS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 39/100).
AOS ranks #937 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
AOS is a top-conviction position for Talaria Asset Management Pty Ltd — at 16.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in AOS belongs to FMR LLC, but the position matters far more to Talaria Asset Management Pty Ltd, who has 16.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Fidelity has added to its AOS position for two straight quarters, increasing it by $270.3M to reach $653.4M today.
Pictet Asset Management Holding SA has trimmed its AOS position for two straight quarters, cutting it by $144.4M while still holding $1.8M.
AOS is up 1.3% today, and institutions have been net buyers of $1.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
AOS posted net income of $500.3M over the trailing twelve months.
+$1.7B
Total Buy Value
$679.7M
Total Sell Value
314
Net Buyers
328
Net Sellers
AOS
Q2 2026
Top 5 Institutional Movers
+$130.5M
-$105.6M
+$94.4M
+$91.2M
Institutions accumulating but insiders selling — signals diverge
Signal Basis
13F filings show a net value increase of approximately $1.14B, yet seller count (328) exceeds buyer count (313) and exits (98) outpace new buys (69), indicating breadth weakness beneath the dollar flow; insiders recorded only selling activity — 2 sells totaling roughly $111K over 90 days with zero buys and a confidence score of 0.0.
Confirmation
A subsequent quarter showing institutional buyer count exceeding seller count alongside insider purchases would confirm a bullish direction.
Invalidation Risk
A shift to net institutional outflows combined with enlarged insider selling would invalidate this stance and signal bearish.
AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.
See the institutional 13F filings behind this signalAOS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Schuh Darrell W. | 2026-03-04 | $82K |
| Sell | Schuh Darrell W. | 2026-02-13 | $28K |
| Sell | STERN JAMES F | 2025-08-07 | $1.24M |
| Sell | Wheeler Kevin J. | 2025-07-30 | $1.58M |
| Sell | SMITH MARK D | 2025-07-29 | $171K |
| Sell | Carver Samuel M. | 2025-02-27 | $230K |
| Sell | Karge Douglas Samuel | 2025-02-07 | $28K |
| Sell | Heideman Robert J | 2025-02-07 | $67K |
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| FMR LLC | 13G/A | 2026-08-07 | 10.7% |
| FMR LLC | 13G/A | 2026-08-06 | 9.3% |
1
Filings (14d)
A. O. Smith put out its Q2 2026 earnings release on July 30, and this 8-K is the formal notice that the release was issued and attached as Exhibit 99.1. The filing itself doesn't spell out any actual revenue or profit numbers—it just points to the press release for the details.
View Full Filing (SEC EDGAR)831865209
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