A. O. Smith Corporation· AOS

🇺🇸 US · MidSP500NYSE

IndustrialsIndustrial - MachineryWebsite

Price: $63.18
Day: -0.30%
Mkt Cap: $8.76B
52W Range: $54.16 – $81.87
Volume: 1.20M
Beta: 1.15

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: $63

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, Q1 2026

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

Ownership84.1%

13F share flow-0.9%

Investors holding653

+403 adding-333 reducing

318

234

New 85Inc 318Red 234Closed 99

Top Institutional Holders

Institution

Value

Change

FMR LLC

$522.9M

+38.4%

BLACKROCK, INC.

$485.1M

+0.3%

STATE STREET CORP

$379.7M

-2.6%

INVESCO LTD.

$311.9M

+3.7%

ETF & Mutual Fund Activity, Q2 2026

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

Funds reporting198

Total shares held30.6M

Share flow-2.9%

44 buying39 selling

115

Buying 44Unchanged 115Selling 39

Top Fund Holders

Fund

Weight

Change

VANGUARD WELLINGTON FUND

36.4K

0.01%

+14.1K

FIDELITY SELECT PORTFOLIOS

28.8K

0.05%

Columbia Funds Series Trust II

27.3K

0.00%

-15.5K

Northern Lights Fund Trust IV

26.4K

0.22%

+1.6K

See the complete picture

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

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Generated August 6, 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

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+22

Fund Flow

10% weight

Overall Smart Money sentiment of 3.2/5 (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 5, 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 Q1 2026

84.1% institutional ownership

Slight accumulation: 403 adding vs 333 reducing

13F shares increased by 0.6%, a modest change

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+158 growing-500 shrinkingNet: -342

127

407

New (31)

Increased (127)

Reduced (93)

Closed (407)

Top Institutional Holders, AOS

Largest 8 institutional positions by ownership percentage as of Q2 2026

RIVER ROAD ASSET MANAGEMENT, LLC

1.3M

$84.5M

Ownership

0.97%

+100.0%

SARASIN & PARTNERS LLP

1.1M

$70.4M

Ownership

0.81%

-6.5%

CBOE VEST FINANCIAL, LLC

855.7K

$53.7M

Ownership

0.61%

+4.9%

BOSTON TRUST WALDEN CORP

588.0K

$36.9M

Ownership

0.42%

-44.0%

ENVESTNET ASSET MANAGEMENT INC

562.4K

$35.3M

Ownership

0.40%

+6.7%

WELCH & FORBES LLC

532.2K

$33.4M

Ownership

0.38%

-8.2%

SCHWARTZ INVESTMENT COUNSEL INC

525.9K

$33.0M

Ownership

0.38%

+1.6%

ASSENAGON ASSET MANAGEMENT S.A.

489.3K

$30.7M

Ownership

0.35%

+5521.8%

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: 198 ETFs and mutual funds reporting

44 buying39 sellingNet: +5

115

Buying (44)

Unchanged (115)

Selling (39)

Neutral

Mixed fund activity in Q2 2026

198 ETFs and mutual funds reporting

44 buying vs 39 selling (balanced)

Top Fund Holders, AOS

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

VANGUARD WELLINGTON FUND

36.4K

Weight

0.01%

Increased

FIDELITY SELECT PORTFOLIOS

28.8K

Weight

0.05%

No change

Columbia Funds Series Trust II

27.3K

Weight

0.00%

Decreased

Northern Lights Fund Trust IV

26.4K

Weight

0.22%

Increased

VALIC Co I

26.4K

Weight

0.01%

Increased

VANGUARD ADMIRAL FUNDS

26.0K

Weight

0.49%

Decreased

JPMORGAN TRUST II

24.8K

Weight

0.00%

No change

Global X Funds

23.2K

Weight

0.02%

Decreased

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 Holdings99Most 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 Holdings99Most 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