A. O. Smith
Maker of water-heating, treatment, and flow-control systems for homes and commercial buildings.
$60.38
After-hours close+0.01 (+0.02%)
At close$60.37(−2.55%)
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Breakdown13F · Form 4
Institutions 97.53%135.17M sharesInsiders 0.32%444.5K sharesOther 2.15%2.98M shares
Shares outstanding 138.59M · Float 110.38M · 79.7% free float
Institutions13F, as of Jun 30, 2026
627 holders · 135.17M shares · 74 new positions · 313 increased · 230 reduced · 103 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| FMR LLC | 10.42M | 7.52% | +2.49M | Aug 13, 2026 |
| BlackRock, Inc. | 8.06M | 5.81% | +699.6K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 7.29M | 5.26% | −47.1K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 7.05M | 5.09% | −47.9K | Aug 13, 2026 |
| State Street Corp | 6.58M | 4.75% | +822.6K | Aug 7, 2026 |
| Invesco Ltd. | 5.54M | 3.99% | +805.9K | Aug 14, 2026 |
| American Century Companies Inc | 4.73M | 3.41% | +511.2K | Aug 12, 2026 |
| Geode Capital Management, LLC | 3.73M | 2.69% | −207.8K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management | 7.39% | 8.32M | 13G | Apr 29, 2026 ↗ |
| FMR LLC | 7.10% | 7.93M | 13G | May 6, 2026 ↗ |
| Vanguard Portfolio Management | 6.32% | 7.11M | 13G | Apr 28, 2026 ↗ |
| BlackRock, Inc. | 6.00% | 6.95M | 13G | Jul 16, 2025 ↗ |
| State Street Corporation | 5.20% | 5.91M | 13G | Feb 9, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Kevin J. Wheeler | director, officer: Executive Chairman | 119.8K | 0.09% | Feb 17, 2026 |
| Mark D. Smith | director | 118.5K | 0.09% | Apr 15, 2026 |
| James F. Stern | officer: Exec VP, Corp Dev, Strat & Sec | 99.9K | 0.07% | Feb 17, 2026 |
| Charles T. Lauber | officer: EVP & CFO | 44.9K | 0.03% | Feb 17, 2026 |
| Ilham Kadri | director | 23.6K | 0.02% | Apr 15, 2026 |
| Christopher L. Mapes | director | 8.7K | 0.01% | Apr 15, 2026 |
| Lois M. Martin | director | 6.4K | 0.00% | Apr 15, 2026 |
| Todd W. Fister | director | 6.4K | 0.00% | Apr 15, 2026 |
| Stephen D. O'Brien | officer: SVP; Pres & General Mngr NAWH | 5.7K | 0.00% | Feb 17, 2026 |
| Douglas Samuel Karge | officer: SVP - President NA Water Treat | 3.6K | 0.00% | Feb 17, 2026 |
1 ten-percent owner holds 14.1K shares by Form 4, outside the officers-and-directors figure above · 39 people have not refiled in the last 18 months (3.44M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 4, 2026 | Darrell W. Schuhofficer: SVP; President & GM Lochinvar | Sale | 1,104 | $74.39 | 2,201 |
| Feb 13, 2026 | Darrell W. Schuhofficer: SVP; President & GM Lochinvar | Sale | 356 | $79.89 | 3,295 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Julie Johnson · TX32 | Sale | $1,001 – $15,000 | Joint | Sep 23, 2025 | Aug 6, 2026 ↗ |