InvestorLens

AOS — SMITH A O CORP

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AOS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 1 selling last quarter
6
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their AOS position last quarter, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +3 tracked investors reported holding AOS at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About SMITH A O CORP (AOS)

SMITH A O CORP (AOS) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $28M. Across recent filings, tracked investors recorded 1 new positions, 1 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AOS

67
/100
Institutional Accumulation
Added / Increased2
Reduced0
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track AOS

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

AOS Ownership Composition

How SMITH A O CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
100% of tracked value
Institutions
3
tracked investors
Total Reported
$42.7M
combined 13F value
Sectors1
  • Other100.0%
Other(3)
100.0%

Tracked investors reporting AOS

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    112.1K
    Value
    $7.4M
    % Portfolio
    0.00%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    334.2K
    Value
    $22M
    % Portfolio
    0.00%
  • Ray DalioDec 31, 2025
    Bridgewater Associates
    Shares
    198.8K
    Value
    $13.3M
    % Portfolio
    0.17%

Recent activity

Frequently asked questions

How many institutional investors hold AOS?
3 tracked institutional investors disclosed a position in AOS (SMITH A O CORP) in their most recent 13F filing.
Who is the largest institutional holder of AOS?
Izzy Englander, Millennium Management, holds the largest disclosed position in AOS, valued at $28M.
Did institutional ownership of AOS increase or decrease?
Across recent 13F filings, tracked investors recorded 1 new positions, 1 increased, 0 reduced, and 1 fully exited AOS.
Where does this AOS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.