Filing Research | AOS - A. O. Smith Corporation Institutional Holdings

Snapshot holdings

50 / 135 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.3MSH	$84.5M
2	Sarasin & Partners LLP	Shares	1.1MSH	$70.4M
3	Vest Financial, LLC	Shares	855.7KSH	$53.7M
4	Boston Trust Walden Corp	Shares	588.0KSH	$36.9M
5	Assenagon Asset Management S.A.	Shares	489.3KSH	$30.7M
6	Arbejdsmarkedets Tillaegspension	Shares	485.0KSH	$30.4M
7	SCHARF INVESTMENTS, LLC	Shares	374.8KSH	$23.5M
8	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	312.0KSH	$19.6M
9	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	224.5KSH	$14.1M
10	MassMutual Private Wealth & Trust, FSB	Shares	223.2KSH	$14.0M
11	Perpetual Ltd	Shares	160.2KSH	$10.0M
12	ST GERMAIN D J CO INC	Shares	110.8KSH	$7.0M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	99.6KSH	$6.2M
14	REINHART PARTNERS, LLC.	Shares	92.0KSH	$5.8M
15	BENJAMIN EDWARDS INC	Shares	86.9KSH	$5.5M
16	Crossmark Global Holdings, Inc.	Shares	81.1KSH	$5.1M
17	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	68.4KSH	$4.3M
18	CWA Asset Management Group, LLC	Shares	54.7KSH	$3.4M
19	Police & Firemen's Retirement System of New Jersey	Shares	50.2KSH	$3.1M
20	Mirae Asset Global Investments Co., Ltd.	Shares	48.5KSH	$3.0M
21	JOHNSON INVESTMENT COUNSEL INC	Shares	48.0KSH	$3.0M
22	HENNESSY ADVISORS INC	Shares	35.1KSH	$2.2M
23	GHP Investment Advisors, Inc.	Shares	33.0KSH	$2.1M
24	Czech National Bank	Shares	31.9KSH	$2.0M
25	PRECEDENT WEALTH PARTNERS, LLC	Shares	29.6KSH	$1.9M
26	Oak Thistle LLC	Shares	25.2KSH	$1.6M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	24.7KSH	$1.6M
28	EXCHANGE TRADED CONCEPTS, LLC	Shares	24.4KSH	$1.5M
29	Freedom Day Solutions, LLC	Shares	24.0KSH	$1.5M
30	Cardinal Capital Management	Shares	23.7KSH	$1.5M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.6KSH	$1.4M
32	Sierra Legacy Group	Shares	22.2KSH	$1.4M
33	TRUST CO OF TOLEDO NA /OH/	Shares	19.7KSH	$1.2M
34	Brindle & Bay Financial Advisors, LLC	Shares	17.0KSH	$1.1M
35	Applied Capital LLC/FL	Shares	14.0KSH	$878.2K
36	Global X Japan Co., Ltd.	Shares	13.4KSH	$838.3K
37	Sequoia Financial Advisors, LLC	Shares	12.0KSH	$751.5K
38	United Asset Strategies, Inc.	Shares	11.4KSH	$716.5K
39	Morningstar Investment Management LLC	Shares	10.5KSH	$689.8K
40	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.4KSH	$591.1K
41	Legacy Wealth Asset Management, LLC	Shares	9.1KSH	$573.6K
42	D.A. DAVIDSON & CO.	Shares	9.1KSH	$569.1K
43	Blue Trust, Inc.	Shares	8.9KSH	$557.7K
44	Linden Thomas Advisory Services, LLC	Shares	8.8KSH	$550.6K
45	IFP Advisors, Inc	Shares	8.7KSH	$546.3K
46	Intrua Financial, LLC	Shares	8.6KSH	$537.1K
47	Gallacher Capital Management LLC	Shares	8.4KSH	$529.8K
48	GATEWAY INVESTMENT ADVISERS LLC	Shares	8.4KSH	$526.5K
49	Cornerstone Wealth Management, LLC	Shares	7.5KSH	$472.3K
50	CFS Investment Advisory Services, LLC	Shares	7.4KSH	$463.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 152 loaded

#		Instrument
1	River Road Asset Management, LLC new	Shares	+1.3M	+$84.5M	$84.5M
2	Assenagon Asset Management S.A. added	Shares	+480.6K	+$30.1M	$30.7M
3	SCHARF INVESTMENTS, LLC new	Shares	+374.8K	+$23.5M	$23.5M
4	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+224.5K	+$14.1M	$14.1M
5	Arbejdsmarkedets Tillaegspension added	Shares	+97.9K	+$4.9M	$30.4M
6	Crossmark Global Holdings, Inc. added	Shares	+74.5K	+$4.6M	$5.1M
7	HENNESSY ADVISORS INC new	Shares	+35.1K	+$2.2M	$2.2M
8	CWA Asset Management Group, LLC added	Shares	+23.6K	+$1.4M	$3.4M
9	ST GERMAIN D J CO INC added	Shares	+25.8K	+$1.3M	$7.0M
10	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+12.2K	+$583.6K	$4.3M
11	Intrua Financial, LLC new	Shares	+8.6K	+$537.1K	$537.1K
12	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+9.2K	+$530.5K	$1.5M
13	Gallacher Capital Management LLC new	Shares	+8.4K	+$529.8K	$529.8K
14	IFP Advisors, Inc added	Shares	+7.5K	+$467.6K	$546.3K
15	Brindle & Bay Financial Advisors, LLC added	Shares	+5.6K	+$314.7K	$1.1M
16	Mirae Asset Global Investments Co., Ltd. added	Shares	+7.1K	+$310.6K	$3.0M
17	Brookstone Capital Management new	Shares	+4.7K	+$296.6K	$296.6K
18	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+4.7K	+$296.0K	$296.0K
19	Apollon Wealth Management, LLC new	Shares	+4.5K	+$284.9K	$284.9K
20	Sequoia Financial Advisors, LLC added	Shares	+2.6K	+$133.7K	$751.5K
21	Cardinal Capital Management added	Shares	+3.2K	+$133.0K	$1.5M
22	Sierra Legacy Group added	Shares	+2.9K	+$119.4K	$1.4M
23	SIGNATUREFD, LLC added	Shares	+1.1K	+$53.1K	$364.9K
24	GREENLEAF TRUST added	Shares	+1.0K	+$46.0K	$389.4K
25	Hennion & Walsh Asset Management, Inc. added	Shares	+937	+$38.9K	$446.1K
26	Police & Firemen's Retirement System of New Jersey added	Shares	+3.0K	+$35.2K	$3.1M
27	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+2.0K	+$33.2K	$1.9M
28	Global X Japan Co., Ltd. added	Shares	+1.1K	+$32.6K	$838.3K
29	United Asset Strategies, Inc. added	Shares	+898	+$22.4K	$716.5K
30	AMERICAN NATIONAL BANK & TRUST added	Shares	+413	+$19.6K	$147.8K
31	SJS Investment Consulting Inc. added	Shares	+206	+$11.5K	$40.5K
32	ELEVATION WEALTH PARTNERS, LLC added	Shares	+170	+$10.6K	$12.9K
33	True Wealth Design, LLC added	Shares	+188	+$10.0K	$46.0K
34	Perpetual Ltd added	Shares	+8.0K	+$9.9K	$10.0M
35	HIGHLINE WEALTH PARTNERS LLC added	Shares	+156	+$9.7K	$11.2K
36	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+172	+$9.5K	$36.7K
37	Activest Wealth Management added	Shares	+115	+$7.2K	$7.4K
38	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+130	+$4.5K	$79.5K
39	Aspect Partners, LLC added	Shares	+72	+$4.3K	$8.6K
40	Sachetta, LLC new	Shares	+40	+$2.5K	$2.5K
41	Creative Capital Management Investments LLC new	Shares	+36	+$2.3K	$2.3K
42	RATIONAL ADVISORS, INC. added	Shares	+18	+$1.0K	$3.5K
43	CX Institutional added	Shares	+8.5K	+$336	$4.3K
44	JFS WEALTH ADVISORS, LLC added	Shares	+7	+$149	$6.1K
45	Hughes Financial Services, LLC new	Shares	+2	+$125	$125
46	HARVEY INVESTMENT CO LLC added	Shares	+5.6K	+$113	$5.0K
47	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$448.2K
48	Morningstar Investment Management LLC unchanged	Shares	0	$0	$689.8K
49	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$19
50	LRI Investments, LLC added	Shares	+9	-$5	$11.7K

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