§ BUILDING
USD · BuildingAOS
SMITH (A.O.) CORP
USDSector · BuildingMarket cap · $7.7BBeta · 1.04
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 57.21HIGH 57.28LOW 56.6252W 54.16 — 81.87
EVENTSJUN 30 · EARNINGS +10.4%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
326 increased/new, 229 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.5 | P/B | 5.01 |
| EPS (TTM) | 3.59 | Dividend | 1.68% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 7.9M | 0.0% | +38% |
| BlackRock, Inc. | 7.4M | 0.0% | +0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.3M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | n/a | n/a |
| State Street | 5.8M | 0.0% | −3% |
| Impax Asset Management Group plc | 4.3M | 2.0% | −8% |
◇ AC INTELLIGENCE
Top institutional owners for AOS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER8.6% · 0 holders
OTHER41.7% · 487 holders
PASSIVE / INDEX16.2% · 12 holders
DEALER / BANK15.0% · 51 holders
QUALITY / COMPOUNDER13.9% · 28 holders
SYSTEMATIC / QUANT2.4% · 16 holders
INCOME / DEFENSIVE2.0% · 37 holders
TACTICAL / MACRO0.3% · 3 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AOS in the last 180 days.