AOS Institutional Ownership

SMITH (A.O.) CORP

Latest close $63.18 as of Aug 5, 2026

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices. Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

Free access includes current parsed ownership filings, reported share changes, and ownership-percentage changes. Filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and signal alerts require Investor or Pro. The overall institutional consensus preview remains public. Compare plans.

Cross-institution intelligence

Institutional Research

Each institution is compared with its own prior filing, then the latest institution-level directions are compared for breadth.

Latest filing May 6, 2026

Public consensus preview Broad accumulation 83/100 institutional research score

Multi-institution accumulation 3 tracked institutions Latest filing May 6, 2026

2 accumulating across 2 comparable institutions.

Accumulating2

Unchanged0

Reducing0

Exited0

The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.

Price context

52-week position is market context and does not change the institutional consensus score.

52-week low$54.16 52-week high$81.87

Latest close $63.18 32.6% through the range

Tracked institutions

Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.

Latest observation Mar 31, 2026

Fidelity / FMR Aug 6, 2026 filed

State Street Feb 9, 2026 filed

BlackRock Legacy Jan 25, 2024 filed

Detailed institutional research

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Beneficial ownership filing history

Showing 3 of 6 parsed filing(s) · 3 older require more history access

Holder	Observed / filed	Reported change	Shares	Ownership	Observation	Filing	Latest
Fidelity / FMR CIK0000315066	Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment	Reported accumulation	10.4K +2.5K	9.30% -2.70 pts	$62.72	$62.99	$63.18
Fidelity / FMR CIK0000315066	Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment	Reported accumulation	7.9K +2.2K	12.00% 0.00 pts	$65.94	$61.06	$63.18
State Street CIK0000093751	Dec 31, 2025 observed Feb 9, 2026 filed · 40d Initial Schedule 13G	Initial Schedule 13G	5.9M +458.3K	12.00% 0.00 pts	$66.88	$79.08	$63.18

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