Who holds ticker 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 · common stock · Q1 2026 · 11 members disclosed AOS ↗

13F filers reporting this class for the quarter ended 2026-03-31: 481
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $6.7B
holders whose share count rose or who opened the position (new + add), by shares: 235
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 67

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of AOS ranked by reported value, 1–25 of 500 holders
#	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

Show all 500 holders

13F holders of AOS ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
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	—	—	—	n/c
483	Brandywine Global Investment Management, LLC	—	—	—	n/c
484	COMERICA BANK	—	—	—	n/c
485	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
486	CIBC WORLD MARKETS CORP	—	—	—	n/c
487	RATIONAL ADVISORS, INC.	—	—	—	n/c
488	CIBC Private Wealth Group LLC	—	—	—	n/c
489	Cadence Bank	—	—	—	n/c
490	Global Retirement Partners, LLC	—	—	—	n/c
491	Clearview Wealth Advisors LLC	—	—	—	n/c
492	DV EQUITIES, LLC	—	—	—	n/c
493	SageView Advisory Group, LLC	—	—	—	n/c
494	FIL Ltd	—	—	−18,515	EXIT
495	HARBOUR INVESTMENTS, INC.	—	—	−212	EXIT
496	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−25	EXIT
497	GROUP ONE TRADING LLC	—	—	−828	EXIT
498	ING GROEP NV	—	—	−14,652	EXIT
499	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	—	—	−4,862	EXIT
500	LAZARD ASSET MANAGEMENT LLC	—	—	−37,301	EXIT

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

Congress ↔ notable managers · AOS

Congress · last 90 days

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

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$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, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.