Who holds AOSticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SMITH A O CORP · COM · quarter ended 2026-03-31 · 11 members disclosed AOS ↗

481

holders13F filers reporting this class for the quarter ended 2026-03-31

$6.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

235

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AOS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$523M	7,930,566	+2,201,895	add
2	BlackRock, Inc.	$485M	7,357,191	+24,686	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$484M	7,333,389	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$468M	7,099,252	—	no prior
5	STATE STREET CORP	$380M	5,758,931	−152,564	trim
6	Invesco Ltd.	$312M	4,729,446	+169,834	add
7	AMERICAN CENTURY COMPANIES INC	$278M	4,215,238	+218,197	add
8	GEODE CAPITAL MANAGEMENT, LLC	$259M	3,939,106	+441,491	add
9	MORGAN STANLEY	$236M	3,580,107	+670,712	add
10	ProShare Advisors LLC	$152M	2,309,570	−35,061	trim
11	FIRST TRUST ADVISORS LP	$143M	2,168,894	+203,846	add
12	EARNEST PARTNERS LLC	$134M	2,027,320	−43,699	trim
13	DIMENSIONAL FUND ADVISORS LP	$129M	1,959,696	+64,873	add
14	BANK OF AMERICA CORP /DE/	$111M	1,687,887	−49,331	trim
15	Bank of New York Mellon Corp	$94.0M	1,425,759	+42,702	add
16	SEI INVESTMENTS CO	$88.8M	1,346,863	+5,175	add
17	1832 Asset Management L.P.	$82.2M	1,246,113	+40,295	add
18	Sarasin & Partners LLP	$79.2M	1,200,917	−124,309	trim
19	NORTHERN TRUST CORP	$77.9M	1,180,639	−12,137	trim
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$71.8M	1,089,033	−13,966	trim
21	Gates Capital Management, Inc.	$71.7M	1,087,580	+1,087,580	new
22	NOMURA ASSET MANAGEMENT CO LTD	$65.3M	990,068	−189,641	trim
23	AQR CAPITAL MANAGEMENT LLC	$63.0M	978,096	−301,260	trim
24	UBS Group AG	$60.8M	921,583	−728,402	trim
25	Quantinno Capital Management LP	$60.0M	910,117	+376,684	add
26	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$59.8M	907,450	+57,187	add
27	Vest Financial, LLC	$53.8M	815,872	+4,249	add
28	Talaria Asset Management Pty Ltd	$51.7M	783,900	+783,900	new
29	ROYAL BANK OF CANADA	$50.8M	770,141	−117,745	trim
30	RENAISSANCE TECHNOLOGIES LLC	$49.1M	744,400	+111,700	add
31	WELLS FARGO & COMPANY/MN	$48.4M	734,004	+66,608	add
32	Pictet Asset Management Holding SA	$46.4M	703,108	−1,483,551	trim
33	VANGUARD FIDUCIARY TRUST CO	$41.7M	632,867	—	no prior
34	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$40.0M	607,354	−68,378	trim
35	WELCH & FORBES LLC	$38.2M	579,780	−6,037	trim
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$36.8M	558,092	+6,985	add
37	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$36.2M	548,510	−19,394	trim
38	ENVESTNET ASSET MANAGEMENT INC	$34.8M	527,275	+15,817	add
39	SCHWARTZ INVESTMENT COUNSEL INC	$34.1M	517,733	+2,400	add
40	Legal & General Group Plc	$33.1M	502,282	+14,034	add
41	CIBC Asset Management Inc	$31.5M	479,567	−17,119	trim
42	Eurizon Capital SGR S.p.A.	$30.1M	456,179	+5,146	add
43	JACOBS LEVY EQUITY MANAGEMENT, INC	$29.1M	441,858	−12,242	trim
44	DEUTSCHE BANK AG\	$28.8M	436,201	+79,073	add
45	BERKSHIRE ASSET MANAGEMENT LLC/PA	$26.2M	397,432	+8,402	add
46	Arbejdsmarkedets Tillaegspension	$25.5M	387,114	+36,987	add
47	WELLINGTON MANAGEMENT GROUP LLP	$21.9M	332,404	−12,513	trim
48	Gotham Asset Management, LLC	$19.0M	288,196	+165,611	add
49	Nuveen, LLC	$18.9M	286,142	+9,261	add
50	Robeco Schweiz AG	$17.7M	269,170	−300	trim
51	FRANKLIN RESOURCES INC	$17.5M	265,421	+232,865	add
52	Regents Gate Capital LLP	$17.4M	263,951	+66,387	add
53	Northwest & Ethical Investments L.P.	$16.9M	256,626	−10,421	trim
54	STIFEL FINANCIAL CORP	$16.9M	255,789	+5,899	add
55	Zurcher Kantonalbank (Zurich Cantonalbank)	$16.8M	255,499	+221,934	add
56	Cresset Asset Management, LLC	$16.8M	254,031	+47,616	add
57	ALPS ADVISORS INC	$16.7M	252,746	−4,487	trim
58	Vanguard Global Advisers, LLC	$15.6M	236,120	—	no prior
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$15.6M	236,011	+12,888	add
60	CITIGROUP INC	$15.4M	234,084	+60,325	add
61	AMERIPRISE FINANCIAL INC	$15.1M	229,719	+3,157	add
62	Swiss National Bank	$14.8M	224,400	−1,000	trim
63	Corient Private Wealth LLC	$14.5M	220,554	+19,087	add
64	BARCLAYS PLC	$13.8M	208,747	−39,576	trim
65	Mitsubishi UFJ Asset Management Co., Ltd.	$12.9M	195,874	−3,575	trim
66	Trexquant Investment LP	$12.6M	190,387	+101,922	add
67	HSBC HOLDINGS PLC	$12.4M	188,905	−159,975	trim
68	Distillate Capital Partners LLC	$12.4M	187,892	−904	trim
69	PRUDENTIAL FINANCIAL INC	$11.9M	180,131	+73,527	add
70	Baird Financial Group, Inc.	$10.5M	158,965	+158,965	new
71	PRINCIPAL FINANCIAL GROUP INC	$10.5M	158,616	+29,787	add
72	Perpetual Ltd	$10.0M	152,191	+2,330	add
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$9.2M	139,352	−20,670	trim
74	SCHRODER INVESTMENT MANAGEMENT GROUP	$9.1M	143,013	−164,965	trim
75	HEARTLAND ADVISORS INC	$8.6M	130,710	−10,833	trim
76	&PARTNERS	$8.5M	128,773	+16,247	add
77	TRUIST FINANCIAL CORP	$8.2M	124,226	+1,873	add
78	Y-Intercept (Hong Kong) Ltd	$7.7M	117,380	+114,223	add
79	TEACHER RETIREMENT SYSTEM OF TEXAS	$7.7M	116,776	+3,111	add
80	Amundi	$7.6M	115,540	−733,620	trim
81	PATTEN & PATTEN INC/TN	$7.6M	115,332	−4,075	trim
82	RAYMOND JAMES FINANCIAL INC	$7.5M	113,344	−27,147	trim
83	ALLIANCEBERNSTEIN L.P.	$7.4M	111,205	−18,467	trim
84	MILLENNIUM MANAGEMENT LLC	$7.4M	112,141	−307,637	trim
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.1M	107,788	0	no change
86	BANK OF MONTREAL /CAN/	$7.1M	107,471	−42,245	trim
87	YOUSIF CAPITAL MANAGEMENT, LLC	$6.9M	105,243	−94	trim
88	BNP Paribas Asset Management Holding S.A.	$6.9M	104,305	−28,100	trim
89	Creative Planning	$6.8M	103,143	+22,704	add
90	LPL Financial LLC	$6.8M	102,715	−3,256	trim
91	REINHART PARTNERS, LLC.	$6.8M	102,686	+7,748	add
92	GUGGENHEIM CAPITAL LLC	$6.7M	101,826	−1,908	trim
93	BLI - Banque de Luxembourg Investments	$6.7M	100,300	+100,300	new
94	VANGUARD ASSET MANAGEMENT, Ltd	$6.5M	98,549	—	no prior
95	CITADEL ADVISORS LLC	$6.3M	94,955	+69,693	add
96	Squarepoint Ops LLC	$6.0M	90,750	+61,352	add
97	WORLDQUANT MILLENNIUM ADVISORS LLC	$6.0M	90,667	+6,153	add
98	GRANDFIELD & DODD, LLC	$5.9M	90,106	+63,449	add
99	LEVEL FOUR ADVISORY SERVICES, LLC	$5.9M	89,929	+2,285	add
100	BENJAMIN EDWARDS INC	$5.8M	87,595	−253	trim
101	Illinois Municipal Retirement Fund	$5.7M	87,081	+32,848	add
102	Man Group plc	$5.5M	83,685	−17,834	trim
103	Berger Financial Group, Inc	$5.4M	81,929	+81,929	new
104	COMMONWEALTH EQUITY SERVICES, LLC	$5.0M	75,566	+287	add
105	STATE OF WISCONSIN INVESTMENT BOARD	$4.9M	74,347	−6,914	trim
106	Sumitomo Mitsui Trust Group, Inc.	$4.8M	72,104	+426	add
107	Edgestream Partners, L.P.	$4.7M	71,236	+58,814	add
108	Mitsubishi UFJ Trust & Banking Corp	$4.5M	68,618	+23,305	add
109	VICTORY CAPITAL MANAGEMENT INC	$4.5M	68,474	−29,931	trim
110	CIBC Bancorp USA Inc.	$4.1M	62,881	—	no prior
111	COMMERCE BANK	$4.1M	61,998	−2,624	trim
112	GUARDCAP ASSET MANAGEMENT Ltd	$4.1M	60,555	0	no change
113	Monte Financial Group, LLC	$3.9M	59,744	+59,744	new
114	Quantbot Technologies LP	$3.9M	59,397	−19,505	trim
115	Thrive Capital Management, LLC	$3.8M	57,945	+57,945	new
116	Chevy Chase Trust Holdings, LLC	$3.7M	55,386	−2,092	trim
117	LBMC INVESTMENT ADVISORS, LLC	$3.5M	52,918	0	no change
118	Cetera Investment Advisers	$3.4M	50,983	−1,400	trim
119	OCCUDO QUANTITATIVE STRATEGIES LP	$3.3M	53,763	+53,763	new
120	Janus Henderson Group Ltd.	$3.3M	50,179	−258	trim
121	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.3M	49,352	+3,682	add
122	MERCER GLOBAL ADVISORS INC /ADV	$3.2M	49,284	+12,529	add
123	Atwater Malick LLC	$3.2M	49,255	−10,814	trim
124	FIFTH THIRD BANCORP	$3.1M	47,150	+24,005	add
125	Connor, Clark & Lunn Investment Management Ltd.	$3.1M	46,924	−55,747	trim
126	JOHNSON INVESTMENT COUNSEL INC	$3.1M	46,690	+650	add
127	Lafayette Investments, Inc.	$3.0M	46,161	−1,830	trim
128	Engineers Gate Manager LP	$3.0M	45,879	+45,879	new
129	Holocene Advisors, LP	$3.0M	45,402	−55,407	trim
130	MARIETTA INVESTMENT PARTNERS LLC	$2.8M	42,392	+42,392	new
131	SummitTX Capital, L.P.	$2.8M	42,250	+6,172	add
132	TWO SIGMA INVESTMENTS, LP	$2.7M	41,700	−10,307	trim
133	Mirae Asset Global Investments Co., Ltd.	$2.7M	41,458	+5,179	add
134	Stanley-Laman Group, Ltd.	$2.7M	41,142	+1,431	add
135	Oak Thistle LLC	$2.7M	40,520	+4,443	add
136	Vident Advisory, LLC	$2.6M	39,997	+22,079	add
137	VOYA INVESTMENT MANAGEMENT LLC	$2.6M	39,401	−1,145	trim
138	OPPENHEIMER & CO INC	$2.5M	37,606	+1,141	add
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$2.4M	35,808	−1,040	trim
140	ExodusPoint Capital Management, LP	$2.3M	35,420	−117,474	trim
141	Foyston, Gordon & Payne Inc	$2.3M	35,276	−23,787	trim
142	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.3M	35,166	+9,007	add
143	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.3M	35,063	+30,582	add
144	Focus Partners Wealth	$2.3M	34,746	+1,556	add
145	State of New Jersey Common Pension Fund D	$2.2M	34,039	0	no change
146	PEAK6 LLC	$2.2M	33,058	−21,658	trim
147	GHP Investment Advisors, Inc.	$2.2M	32,949	+2,491	add
148	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.1M	31,979	+3,065	add
149	Weiss Asset Management LP	$2.1M	31,815	−17,819	trim
150	Arizona State Retirement System	$2.1M	31,137	−751	trim
151	Empowered Funds, LLC	$2.0M	31,073	+31,073	new
152	CWA Asset Management Group, LLC	$2.0M	31,034	+31,034	new
153	CREDIT AGRICOLE S A	$2.0M	30,806	−5,764	trim
154	Czech National Bank	$2.0M	30,619	+724	add
155	Collaborative Fund Advisors, LLC	$2.0M	30,438	—	no prior
156	Tidal Investments LLC	$2.0M	30,365	+559	add
157	EVERGREEN CAPITAL MANAGEMENT LLC	$2.0M	30,363	+1,485	add
158	Summit Trail Advisors, LLC	$2.0M	30,277	+9,650	add
159	XTX Topco Ltd	$2.0M	29,670	+29,670	new
160	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.9M	29,333	−300	trim
161	Sanctuary Advisors, LLC	$1.9M	28,305	−6,438	trim
162	Resona Asset Management Co.,Ltd.	$1.9M	29,257	−79	trim
163	Vanguard Investments Australia, Ltd.	$1.9M	28,210	—	no prior
164	Elo Mutual Pension Insurance Co	$1.8M	28,000	+16,479	add
165	AZZAD ASSET MANAGEMENT INC /ADV	$1.8M	27,780	−665	trim
166	PRECEDENT WEALTH PARTNERS, LLC	$1.8M	27,677	+1,167	add
167	KING LUTHER CAPITAL MANAGEMENT CORP	$1.8M	26,900	−6,000	trim
168	COLDSTREAM CAPITAL MANAGEMENT INC	$1.8M	26,864	+26,864	new
169	CWM, LLC	$1.7M	26,259	−7,887	trim
170	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.7M	26,189	−182	trim
171	Weaver C. Barksdale & Associates, Inc.	$1.7M	25,852	+1,468	add
172	Orion Porfolio Solutions, LLC	$1.7M	25,555	−826	trim
173	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.6M	24,972	+1,370	add
174	Siemens Fonds Invest GmbH	$1.6M	24,751	−2,260	trim
175	Inspire Investing, LLC	$1.6M	24,632	+6,223	add
176	Freedom Day Solutions, LLC	$1.6M	24,403	−700	trim
177	NATIONAL BANK OF CANADA /FI/	$1.6M	24,176	−48,424	trim
178	Retirement Systems of Alabama	$1.6M	23,875	−242	trim
179	Illumine Investment Management, LLC	$1.5M	23,437	−76	trim
180	NewEdge Advisors, LLC	$1.5M	22,685	−1,542	trim
181	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	22,752	−4,786	trim
182	UniSuper Management Pty Ltd	$1.4M	21,787	−1,700	trim
183	ALLIANZ SE	$1.4M	21,416	0	no change
184	Brevan Howard Capital Management LP	$1.4M	21,025	−8,841	trim
185	Vanguard Personalized Indexing Management, LLC	$1.4M	20,926	+1,025	add
186	Cerity Partners LLC	$1.4M	20,887	−12,906	trim
187	OPPENHEIMER ASSET MANAGEMENT INC.	$1.4M	20,602	+1,481	add
188	Cardinal Capital Management	$1.4M	20,552	+20,552	new
189	TD ASSET MANAGEMENT INC	$1.3M	19,604	+60	add
190	Fairtree Asset Management (Pty) Ltd	$1.3M	19,526	−563	trim
191	Sierra Legacy Group	$1.3M	19,302	0	no change
192	Lionshead Wealth Management, LLC	$1.3M	18,976	+9,488	add
193	Utah Retirement Systems	$1.2M	18,855	0	no change
194	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	18,717	−30,837	trim
195	Atria Investments, Inc	$1.2M	18,643	−6,928	trim
196	OSAIC HOLDINGS, INC.	$1.2M	18,541	+1,837	add
197	CRAWFORD INVESTMENT COUNSEL INC	$1.2M	18,340	−237	trim
198	MOKAN Wealth Management Inc.	$1.2M	18,258	−1,501	trim
199	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.2M	17,864	+4,733	add
200	Woodline Partners LP	$1.2M	17,620	+366	add
201	TORONTO DOMINION BANK	$1.2M	17,575	−30,240	trim
202	STANSBERRY ASSET MANAGEMENT, LLC	$1.2M	17,479	+429	add
203	Zurich Insurance Group Ltd/FI	$1.1M	17,300	0	no change
204	Wilmington Savings Fund Society, FSB	$1.1M	17,148	0	no change
205	Qsemble Capital Management, LP	$1.1M	16,517	+16,517	new
206	OP Asset Management Ltd	$1.1M	15,942	—	no prior
207	Wealthfront Advisers LLC	$1.0M	15,817	−412	trim
208	Rockefeller Capital Management L.P.	$1.0M	15,753	−53,579	trim
209	Graham Capital Management, L.P.	$1.0M	15,449	+8,246	add
210	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.0M	15,411	+74	add
211	NEOS Investment Management LLC	$1.0M	15,371	+15,371	new
212	EXCHANGE TRADED CONCEPTS, LLC	$1.0M	15,196	−4,796	trim
213	Bridgefront Capital, LLC	$997K	15,119	+15,119	new
214	AVIVA PLC	$989K	14,992	+7,647	add
215	Parvin Asset Management, LLC	$984K	14,920	+430	add
216	Pathstone Holdings, LLC	$967K	14,669	+937	add
217	HighTower Advisors, LLC	$948K	14,370	+328	add
218	Vontobel Holding Ltd.	$947K	14,359	−2,500	trim
219	Applied Capital LLC/FL	$940K	14,252	−207	trim
220	EDENTREE ASSET MANAGEMENT Ltd	$930K	14,100	0	no change
221	US BANCORP \DE\	$913K	13,850	−935	trim
222	Daiwa Securities Group Inc.	$910K	13,793	+600	add
223	WealthPlan Investment Management, LLC	$898K	13,614	−7,962	trim
224	Inscription Capital, LLC	$892K	13,527	+670	add
225	Brooklyn Investment Group	$887K	13,450	+13,450	new
226	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$880K	13,348	+10,005	add
227	Ensign Peak Advisors, Inc	$870K	13,188	+7,397	add
228	MACKENZIE FINANCIAL CORP	$865K	13,120	+262	add
229	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$847K	12,852	−100	trim
230	HUNTINGTON NATIONAL BANK	$826K	12,521	+12,521	new
231	Aberdeen Group plc	$825K	12,518	−4,619	trim
232	Robeco Institutional Asset Management B.V.	$817K	12,394	−15,048	trim
233	GATEWAY INVESTMENT ADVISERS LLC	$814K	12,348	+2,751	add
234	XPONANCE LLC	$810K	12,289	+2,682	add
235	Global X Japan Co., Ltd.	$806K	12,218	+22	add
236	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$800K	12,128	+2,379	add
237	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$789K	11,961	−216	trim
238	Caprock Group, LLC	$788K	11,944	−7,208	trim
239	NOMURA HOLDINGS INC	$787K	11,941	−9,141	trim
240	MML INVESTORS SERVICES, LLC	$778K	11,799	−4,987	trim
241	Brindle & Bay Financial Advisors, LLC	$751K	11,396	+11,396	new
242	Faithward Advisors, LLC	$742K	6,140	+1,429	add
243	JOHN G ULLMAN & ASSOCIATES INC	$732K	11,100	+1,400	add
244	AXQ CAPITAL, LP	$731K	11,080	+11,080	new
245	Navigation Group, LLC	$713K	10,811	—	no prior
246	Rakuten Investment Management, Inc.	$705K	11,072	+961	add
247	Chicago Capital, LLC	$697K	10,568	+1,680	add
248	Ameritas Investment Partners, Inc.	$696K	10,558	+468	add
249	United Asset Strategies, Inc.	$694K	10,526	+939	add
250	Morningstar Investment Management LLC	$690K	10,461	−1,945	trim
251	Machina Capital S.A.S.	$685K	10,392	−22,319	trim
252	denkapparat Operations GmbH	$649K	9,846	+2,348	add
253	Blackhawk Capital Partners, LLC	$640K	9,710	+133	add
254	FOX RUN MANAGEMENT, L.L.C.	$629K	9,875	+9,875	new
255	Sequoia Financial Advisors, LLC	$618K	9,369	−1,882	trim
256	Ethic Inc.	$614K	9,308	+4,221	add
257	Chicago Partners Investment Group LLC	$608K	9,384	+2,753	add
258	Blue Trust, Inc.	$607K	9,203	+354	add
259	Legacy Wealth Asset Management, LLC	$594K	9,002	+439	add
260	EP Wealth Advisors, LLC	$592K	8,976	−393	trim
261	CARDIFF PARK ADVISORS, LLC	$580K	8,795	+5,700	add
262	Linden Thomas Advisory Services, LLC	$579K	8,788	+64	add
263	D.A. DAVIDSON & CO.	$578K	8,759	+14	add
264	Aptus Capital Advisors, LLC	$574K	8,711	+4,560	add
265	Assenagon Asset Management S.A.	$574K	8,703	−97,803	trim
266	STOREBRAND ASSET MANAGEMENT AS	$561K	8,513	—	no prior
267	Legacy Financial Strategies, LLC	$559K	8,480	−29,480	trim
268	Ridgewood Investments LLC	$550K	8,337	—	no prior
269	Perbak Capital Partners LLP	$548K	8,307	+8,307	new
270	Davis Investment Partners, LLC	$547K	8,291	−206	trim
271	Federation des caisses Desjardins du Quebec	$545K	8,266	−2,402	trim
272	CFS Investment Advisory Services, LLC	$534K	8,238	−224	trim
273	Resonant Capital Advisors, LLC	$523K	7,926	+7,926	new
274	MIRABELLA FINANCIAL SERVICES LLP	$513K	7,786	+2,228	add
275	BANK OF NOVA SCOTIA	$504K	7,646	−21,820	trim
276	MAI Capital Management	$499K	7,563	+751	add
277	Aquatic Capital Management LLC	$487K	7,391	+7,391	new
278	Quadcap Wealth Management, LLC	$483K	7,323	−25	trim
279	Rafferty Asset Management, LLC	$483K	7,322	−2,777	trim
280	Cornerstone Wealth Management, LLC	$480K	7,275	+186	add
281	CenterBook Partners LP	$479K	7,258	−6,487	trim
282	Swiss Life Asset Management Ltd	$472K	7,158	+952	add
283	BOOTHBAY FUND MANAGEMENT, LLC	$466K	7,064	+491	add
284	HBK Sorce Advisory LLC	$459K	7,836	+260	add
285	Gradient Investments LLC	$453K	6,875	+35	add
286	Concentric Capital Strategies, LP	$451K	6,844	+6,844	new
287	Mattson Financial Services, LLC	$451K	6,840	0	no change
288	MIZUHO SECURITIES USA LLC	$448K	6,797	−1,458	trim
289	Independent Advisor Alliance	$445K	6,749	−2,202	trim
290	Crossmark Global Holdings, Inc.	$435K	6,599	—	no prior
291	Private Advisor Group, LLC	$434K	6,574	+359	add
292	NATIXIS	$427K	6,477	−41,158	trim
293	WealthPLAN Partners, LLC	$420K	6,364	−4,413	trim
294	M&T BANK CORP	$415K	6,292	−560	trim
295	BUCKHEAD CAPITAL MANAGEMENT LLC	$412K	6,243	0	no change
296	Hennion & Walsh Asset Management, Inc.	$407K	6,176	+1,096	add
297	iSAM Funds (UK) Ltd	$404K	6,130	+6,130	new
298	Revisor Wealth Management LLC	$404K	6,130	−417	trim
299	Savvy Advisors, Inc.	$402K	6,091	−114	trim
300	HUB Investment Partners, LLC	$402K	6,091	+1,742	add
301	MQS Management LLC	$397K	6,022	−516	trim
302	Capula Management Ltd	$396K	6,012	+6,012	new
303	BANTAMAC CAPITAL, LLC	$396K	6,000	0	no change
304	Baker Avenue Asset Management, LP	$391K	5,924	+1,493	add
305	Founders Financial Alliance, LLC	$381K	5,772	+165	add
306	Curi Capital, LLC	$367K	5,565	−554	trim
307	Maryland State Retirement & Pension System	$365K	5,539	0	no change
308	CI INVESTMENTS INC.	$361K	5,481	−53	trim
309	Kera Capital Partners, Inc.	$361K	5,477	+911	add
310	ANCHOR CAPITAL ADVISORS LLC	$359K	5,444	−4,100	trim
311	KLCM Advisors, Inc.	$356K	5,400	0	no change
312	Alan B Lancz & Associates, Inc.	$356K	5,400	−400	trim
313	CHILDRESS CAPITAL ADVISORS, LLC	$351K	5,323	+1,056	add
314	Norinchukin Bank, The	$344K	5,223	−36	trim
315	Frec Markets, Inc.	$340K	5,155	+5,155	new
316	Aaron Wealth Advisors LLC	$337K	5,118	+117	add
317	OMERS ADMINISTRATION Corp	$337K	5,110	0	no change
318	Tower Research Capital LLC (TRC)	$334K	5,060	+1,901	add
319	Allspring Global Investments Holdings, LLC	$326K	5,013	+142	add
320	Foster Group, Inc.	$321K	4,861	−11	trim
321	MMA ASSET MANAGEMENT LLC	$320K	4,860	+4,860	new
322	SIGNATUREFD, LLC	$312K	4,728	+3,452	add
323	Beverly Hills Private Wealth, LLC	$311K	4,711	−267	trim
324	RMR Wealth Builders	$309K	4,691	0	no change
325	MUFG Securities EMEA plc	$304K	4,609	−80	trim
326	Asset Management One Co., Ltd.	$301K	4,571	−39	trim
327	Plus Group Wealth Advisors LLC	$301K	4,570	0	no change
328	GLENMEDE TRUST CO NA	$299K	4,528	+261	add
329	Empirical Finance, LLC	$294K	4,456	−15	trim
330	CHOREO, LLC	$293K	4,437	+640	add
331	DAVENPORT & Co LLC	$286K	4,336	+26	add
332	HB Wealth Management, LLC	$282K	4,283	−331	trim
333	Oakmont Advisory Group, LLC	$282K	4,275	—	no prior
334	Quarry LP	$278K	4,210	+2,464	add
335	Steward Partners Investment Advisory, LLC	$277K	4,206	+52	add
336	GeoWealth Management, LLC	$274K	4,153	−688	trim
337	Wedmont Private Capital	$271K	4,061	+629	add
338	GC Wealth Management RIA, LLC	$269K	4,085	−1,514	trim
339	Prospera Financial Services Inc	$269K	4,080	+819	add
340	FIDUCIARY TRUST CO	$268K	4,057	+95	add
341	Three Magnolias Financial Advisors, LLC	$264K	4,000	0	no change
342	Perigon Wealth Management, LLC	$263K	3,994	−1,209	trim
343	BTG Pactual Asset Management US LLC	$263K	3,987	+3,987	new
344	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$262K	3,970	+3,970	new
345	Legacy Capital Wealth Partners, LLC	$261K	3,958	−18	trim
346	GW HENSSLER & ASSOCIATES LTD	$259K	3,927	−147	trim
347	MCF Advisors LLC	$258K	3,910	—	no prior
348	NICOLET BANKSHARES INC	$257K	3,900	+3,900	new
349	IEQ CAPITAL, LLC	$256K	3,885	−60,455	trim
350	Sterling Capital Management LLC	$251K	3,812	−2,910	trim
351	Abel Hall, LLC	$251K	3,802	+3,802	new
352	PAX Financial Group, LLC	$248K	3,768	−501	trim
353	Merit Financial Group, LLC	$246K	3,736	−886	trim
354	Polymer Capital Management (US) LLC	$246K	3,727	+3,727	new
355	MACQUARIE GROUP LTD	$245K	3,710	−1,134	trim
356	Capital Investment Advisors, LLC	$244K	3,702	+3,702	new
357	Optas, LLC	$244K	3,696	+3,696	new
358	PATTON FUND MANAGEMENT, INC.	$243K	3,688	+300	add
359	Verition Fund Management LLC	$241K	3,660	−33,871	trim
360	Hardy Reed LLC	$239K	3,620	−11	trim
361	CAPSTONE INVESTMENT ADVISORS, LLC	$239K	3,619	+3,619	new
362	Sound Financial Strategies Group, LLC	$238K	3,610	−2,392	trim
363	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$237K	3,598	−24	trim
364	W.H. Cornerstone Investments Inc.	$235K	3,571	+3,571	new
365	Vise Technologies, Inc.	$234K	3,494	0	no change
366	FLORIDA FINANCIAL ADVISORS, LLC	$230K	3,484	+3,484	new
367	Compound Planning, Inc.	$226K	3,430	+329	add
368	SUMMITRY LLC	$225K	3,418	+3,418	new
369	Ameritas Advisory Services, LLC	$225K	3,406	0	no change
370	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$223K	3,380	−261	trim
371	North Dakota State Investment Board	$219K	3,321	−588	trim
372	JMN Financial LLC	$215K	3,265	—	no prior
373	FIRST MANHATTAN CO. LLC.	$214K	3,246	−1,200	trim
374	QRG CAPITAL MANAGEMENT, INC.	$214K	3,244	−6,851	trim
375	Stonehearth Capital Management, LLC	$212K	3,217	+3,217	new
376	Hudock, Inc.	$212K	3,211	+15	add
377	Envestnet Portfolio Solutions, Inc.	$209K	3,162	−1,040	trim
378	Sovran Advisors, LLC	$205K	3,315	−104	trim
379	Phoenix Financial Ltd.	$201K	3,051	−78	trim
380	SECURIAN ASSET MANAGEMENT, INC	$197K	2,986	0	no change
381	Canada Post Corp Registered Pension Plan	$181K	2,745	0	no change
382	State of Wyoming	$177K	2,691	−8,608	trim
383	ASSETMARK, INC	$175K	2,660	+209	add
384	Smartleaf Asset Management LLC	$166K	2,610	+218	add
385	Bank Julius Baer & Co. Ltd, Zurich	$165K	2,500	0	no change
386	FEDERATED HERMES, INC.	$152K	2,309	+16	add
387	Pinnacle Wealth Planning Services, Inc.	$131K	1,989	+246	add
388	QUADRANT CAPITAL GROUP LLC	$115K	1,739	+26	add
389	MATHER GROUP, LLC.	$97.3K	1,476	−209,173	trim
390	UMB Bank, n.a.	$80.2K	1,216	−80	trim
391	Ancora Advisors LLC	$77.5K	1,176	+143	add
392	TEMA ETFS LLC	$73.9K	1,120	0	no change
393	Allworth Financial LP	$73.7K	1,118	−297	trim
394	NATIXIS ADVISORS, LLC	$71.4K	1,082,768	+60,469	add
395	Larson Financial Group LLC	$66.0K	1,001	+359	add
396	Addison Advisors LLC	$65.5K	993	−86	trim
397	BROWN, LISLE/CUMMINGS, INC.	$60.7K	920	0	no change
398	AMERIFLEX GROUP, INC.	$47.8K	726	+726	new
399	Truvestments Capital LLC	$42.0K	636	+3	add
400	True Wealth Design, LLC	$36.0K	546	−122	trim
401	KBC Group NV	$30.1K	457,115	−152,196	trim
402	Bayforest Capital Ltd	$29.6K	449	−204	trim
403	SJS Investment Consulting Inc.	$29.0K	440	−343	trim
404	Wealth Enhancement Trust Services, Inc.	$28.2K	427	0	no change
405	Banque Cantonale Vaudoise	$26.0K	389	0	no change
406	VEGA INVESTMENT SOLUTIONS	$24.5K	371	0	no change
407	Parkside Financial Bank & Trust	$24.3K	369	+28	add
408	Leonteq Securities AG	$22.2K	337	+15	add
409	Clearstead Advisors, LLC	$22.0K	333	−501	trim
410	WOLFF WIESE MAGANA LLC	$21.0K	319	0	no change
411	JONES FINANCIAL COMPANIES LLLP	$20.4K	309	+111	add
412	Cromwell Holdings LLC	$20.3K	308	0	no change
413	Financial Network Wealth Advisors LLC	$19.8K	300	—	no prior
414	Treasurer of the State of North Carolina	$19.3K	292,493	+24,777	add
415	LORD, ABBETT & CO. LLC	$16.2K	245,191	−56,897	trim
416	Westside Investment Management, Inc.	$15.3K	238	0	no change
417	Anfield Capital Management, LLC	$13.3K	202	+202	new
418	Salomon & Ludwin, LLC	$11.7K	182	0	no change
419	DT Investment Partners, LLC	$10.8K	164	0	no change
420	Hickory Point Bank & Trust	$10.6K	160	+160	new
421	Key FInancial Inc	$9.4K	143	0	no change
422	DekaBank Deutsche Girozentrale	$8.6K	128,054	0	no change
423	CVA Family Office, LLC	$8.4K	128	+33	add
424	C WorldWide Group Holding A/S	$8.2K	124,360	+4,457	add
425	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$7.1K	107,762	+1,085	add
426	Manchester Capital Management LLC	$6.5K	99	0	no change
427	HRT FINANCIAL LP	$6.2K	94,270	−8,165	trim
428	JFS WEALTH ADVISORS, LLC	$5.9K	90	−80	trim
429	MV CAPITAL MANAGEMENT, INC.	$5.5K	83	−1	trim
430	Bell Investment Advisors, Inc	$5.3K	81	0	no change
431	Grove Bank & Trust	$5.2K	79	0	no change
432	Hunter Perkins Capital Management, LLC	$5.1K	77,043	+12	add
433	Annis Gardner Whiting Capital Advisors, LLC	$5.1K	77	+65	add
434	JPL Wealth Management, LLC	$4.7K	71	+71	new
435	Kilter Group LLC	$4.5K	68	+68	new
436	CX Institutional	$4.0K	60,807	+57,590	add
437	Altshuler Shaham Ltd	$3.8K	58	−3	trim
438	PFS Partners, LLC	$3.8K	58	0	no change
439	Clearstead Trust, LLC	$3.8K	57	+47	add
440	United Financial Planning Group LLC	$3.8K	57	+57	new
441	BARTLETT & CO. WEALTH MANAGEMENT LLC	$3.6K	61	+45	add
442	CANADA LIFE ASSURANCE Co	$3.4K	50,917	+219	add
443	Transamerica Financial Advisors, LLC	$3.1K	47	+6	add
444	Owl Creek Wealth Partners LLC	$3.0K	46	—	no prior
445	Keating Financial Advisory Services, Inc.	$3.0K	46	−17	trim
446	Physician Wealth Advisors, Inc.	$2.8K	43	+23	add
447	ELEVATION WEALTH PARTNERS, LLC	$2.3K	35	−92	trim
448	Investors Research Corp	$1.6K	24	+24	new
449	Penserra Capital Management LLC	$1.5K	23,272	+18,506	add
450	DiNuzzo Private Wealth, Inc.	$1.5K	23	0	no change
451	Spire Wealth Management	$1.5K	22	−12	trim
452	SUMMIT SECURITIES GROUP LLC	$1.2K	18	−150	trim
453	Y.D. More Investments Ltd	$994	4,770	−98	trim
454	SHP Wealth Management	$989	15	+7	add
455	SlateStone Wealth, LLC	$890	13,490	+925	add
456	Synergy Investment Management, LLC	$858	13	+13	new
457	Rialto Wealth Management, LLC	$792	12	+3	add
458	State of Alaska, Department of Revenue	$737	11,178	−160	trim
459	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$731	11,093	0	no change
460	Vestcor Inc	$619	9,380	+9,380	new
461	Vermillion Wealth Management, Inc.	$528	8	+8	new
462	Caitong International Asset Management Co., Ltd	$528	8	+8	new
463	HFM Investment Advisors, LLC	$528	8	0	no change
464	TFC Financial Management, Inc.	$464	7	0	no change
465	TopTier Wealth Management, LLC	$396	6	+6	new
466	Valued Wealth Advisors LLC	$337	5	+1	add
467	THRIVENT FINANCIAL FOR LUTHERANS	$295	4,474	−25,290	trim
468	Cassaday & Co Wealth Management LLC	$264	4	+4	new
469	ACADIAN ASSET MANAGEMENT LLC	$260	3,953	+3,953	new
470	Activest Wealth Management	$198	3	−7	trim
471	Rakuten Securities, Inc.	$198	3	−2,097	trim
472	South Dakota Investment Council	$152	2,300	0	no change
473	Seneschal Advisors, LLC	$132	2	0	no change
474	MidFirst Bank	$132	2	+2	new
475	Smithfield Trust Co	$103	1,570	0	no change
476	Quaker Wealth Management, LLC	$66	1	−3	trim
477	3 FACTOR INDEXING, LLC	$66	1	—	no prior
478	Employees Retirement System of Texas	$64	978	0	no change
479	Centerpoint Advisors, LLC	$29	435	0	no change
480	Capital Advisors, Ltd. LLC	$20	304	0	no change
481	Avion Wealth	$1	16	+8	add
482	VANGUARD GROUP INC	—	—	−15,096,018	exit
483	FIL Ltd	—	—	−18,515	exit
484	HARBOUR INVESTMENTS, INC.	—	—	−212	exit
485	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−25	exit
486	Brandywine Global Investment Management, LLC	—	—	−184,566	exit
487	COMERICA BANK	—	—	−35,290	exit
488	GROUP ONE TRADING LLC	—	—	−828	exit
489	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−47,240	exit
490	ING GROEP NV	—	—	−14,652	exit
491	CIBC WORLD MARKETS CORP	—	—	−11,837	exit
492	RATIONAL ADVISORS, INC.	—	—	−37	exit
493	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	—	—	−4,862	exit
494	LAZARD ASSET MANAGEMENT LLC	—	—	−37,301	exit
495	CIBC Private Wealth Group LLC	—	—	−7,035	exit
496	Cadence Bank	—	—	−12,538	exit
497	BROWN ADVISORY INC	—	—	−4,641	exit
498	Bridgewater Associates, LP	—	—	−198,793	exit
499	Grantham, Mayo, Van Otterloo & Co. LLC	—	—	−50,778	exit
500	Mariner, LLC	—	—	−53,267	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AOS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $19.0M held
Trimming: 1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SMITH A O CORP

Merged timeline of congressional filings and notable-manager moves on AOS
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+165,611 sh
2026-05-15	Bridgewater Associates 13F	exit	−198,793 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed AOS — the congressional view ↗