A. O. Smith Corporation· AOS

🇺🇸 US · MidSP500NYSE

IndustrialsIndustrial - MachineryWebsite

Price: $62.17
Day: -0.53%
Mkt Cap: $8.62B
52W Range: $54.16 – $81.87
Volume: 581.8K
Beta: 1.16

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

A. O. Smith Corporation

AOS|Industrials|Industrial - Machinery

Current price: $62

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$110.6K

Net share flow-1.5K

Purchases0 ($0)

Sales2 ($110.6K)

Top Notable Transactions

Insider

Type

Value

Date

Rajendra Ajita G

Sale

$5.1M

Mar 4

Rajendra Ajita G

Sale

$4.1M

Nov 3

Rajendra Ajita G

Sale

$3.8M

Nov 10

Institutional Ownership, Q2 2026

Ownership share, position changes, share flow, and top holders

Ownership91.2%

13F share flow+2.6%

Investors holding614

+379 adding-333 reducing

307

223

110

New 72Inc 307Red 223Closed 110

Top Institutional Holders

Institution

Value

Change

FMR LLC

$653.4M

+31.4%

BLACKROCK, INC.

$505.3M

+9.5%

VANGUARD CAPITAL MANAGEMENT LLC

$457.0M

-0.6%

STATE STREET CORP

$412.8M

+14.3%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting207

Total shares held31.6M

Share flow-2.7%

46 buying40 selling

121

Buying 46Unchanged 121Selling 40

Top Fund Holders

Fund

Weight

Change

BAIRD FUNDS INC

541.2K

0.03%

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

325.0K

0.03%

+16.0K

FMI FUNDS INC

143.0K

6.66%

Principal Exchange-Traded Funds

30.0K

0.10%

+7.9K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 17, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AOS Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+34

Fund Flow

10% weight

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 16, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for AOS

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q1 2026

2 sales totaling $110.6K (1.5K shares)

Limited history to compare against

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, AOS

Top 8 highest-value recent insider trades

Rajendra Ajita G

Director

Sell

60,258 shares at $84.51

Mar 4, 2024$5.09M

Rajendra Ajita G

Director

Sell

56,686 shares at $72.24

Nov 3, 2023$4.10M

Rajendra Ajita G

Director

Sell

53,125 shares at $72.39

Nov 10, 2023$3.85M

Rajendra Ajita G

Director

Sell

43,137 shares at $84.01

Mar 1, 2024$3.62M

Rajendra Ajita G

Director

Sell

39,100 shares at $71.02

Feb 2, 2023$2.78M

Rajendra Ajita G

Director

Sell

25,331 shares at $83.03

Feb 28, 2024$2.10M

Rajendra Ajita G

Director

Sell

24,669 shares at $83.02

Feb 29, 2024$2.05M

Wheeler Kevin J.

Director

Sell

22,200 shares at $71.26

Jul 30, 2025$1.58M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for AOS

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q2 2026

91.2% institutional ownership

Balanced activity: 379 adding vs 333 reducing

13F shares increased by 7.3%, a significant shift

Position Changes

Q2 2026: how are institutions adjusting their positions?

+379 growing-333 shrinkingNet: +46

307

223

110

New (72)

Increased (307)

Reduced (223)

Closed (110)

Top Institutional Holders, AOS

Largest 8 institutional positions by ownership percentage as of Q2 2026

FMR LLC

10.4M

$653.4M

Ownership

7.49%

+31.4%

BLACKROCK, INC.

8.1M

$505.3M

Ownership

5.79%

+9.5%

VANGUARD CAPITAL MANAGEMENT LLC

7.3M

$457.0M

Ownership

5.24%

-0.6%

STATE STREET CORP

6.6M

$412.8M

Ownership

4.73%

+14.3%

INVESCO LTD.

5.5M

$347.2M

Ownership

3.98%

+17.0%

AMERICAN CENTURY COMPANIES INC

4.7M

$296.4M

Ownership

3.40%

+12.1%

GEODE CAPITAL MANAGEMENT, LLC

3.7M

$233.7M

Ownership

2.68%

-5.3%

IMPAX ASSET MANAGEMENT GROUP PLC

2.8M

$176.5M

Ownership

2.02%

-34.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 207 ETFs and mutual funds reporting

46 buying40 sellingNet: +6

121

Buying (46)

Unchanged (121)

Selling (40)

Neutral

Mixed fund activity in Q2 2026

207 ETFs and mutual funds reporting

46 buying vs 40 selling (balanced)

Top Fund Holders, AOS

Largest 8 ETF and mutual fund positions by shares held as of latest filing

BAIRD FUNDS INC

541.2K

Weight

0.03%

No change

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

325.0K

Weight

0.03%

Increased

FMI FUNDS INC

143.0K

Weight

6.66%

No change

Principal Exchange-Traded Funds

30.0K

Weight

0.10%

Increased

AMERICAN BEACON FUNDS

22.0K

Weight

0.00%

No change

PACIFIC SELECT FUND

18.4K

Weight

0.00%

Decreased

Guardian Variable Products Trust

8.8K

Weight

0.07%

No change

Advisors Preferred Trust

5.6K

Weight

0.07%

No change

A. O. Smith Corporation· AOS

Holdings Analysis

Insider Trading Activity

1.3Transaction History43Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings128Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History43Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings128Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights