Smith AO Ownership

AOS Stock  USD 65.98  0.35  0.53%   
Smith AO shows a total of 113.37 Million outstanding shares. The majority of Smith AO outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Smith AO to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Smith AO. Please pay attention to any change in the institutional holdings of Smith AO as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company owns, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
143.4 M
Current Value
140.4 M
Avarage Shares Outstanding
172.4 M
Quarterly Volatility
14.7 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Smith AO. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in producer price index.
For more information on how to buy Smith Stock please use our How to Invest in Smith AO guide.

Smith Stock Ownership Analysis

About 99.0% of the company shares are held by institutions such as insurance companies. The book value of Smith AO was presently reported as 13.25. The company has Price/Earnings To Growth (PEG) ratio of 1.58. Smith AO last dividend was issued on the 31st of October 2025. The entity had 2:1 split on the 6th of October 2016. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin. Smith AO operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 13700 people. For more info on Smith AO please contact Ajita Rajendra at 414 359 4000 or go to https://www.aosmith.com.
Besides selling stocks to institutional investors, Smith AO also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Smith AO's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Smith AO's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Smith AO Quarterly Liabilities And Stockholders Equity

3.17 Billion

Smith AO Insider Trades History

Less than 1% of Smith AO are currently held by insiders. Unlike Smith AO's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Smith AO's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Smith AO's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Smith Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Smith AO is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Smith AO backward and forwards among themselves. Smith AO's institutional investor refers to the entity that pools money to purchase Smith AO's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Dimensional Fund Advisors, Inc.2025-06-30
1.8 M
Bank Of America Corp2025-06-30
1.7 M
Millennium Management Llc2025-06-30
1.7 M
Amundi2025-06-30
1.5 M
Norges Bank2025-06-30
1.4 M
Ubs Group Ag2025-06-30
1.3 M
Sei Investments Co2025-06-30
1.3 M
Nomura Asset Management Co Ltd2025-06-30
1.3 M
Charles Schwab Investment Management Inc2025-06-30
1.3 M
Vanguard Group Inc2025-06-30
14.2 M
Blackrock Inc2025-06-30
7.1 M
Note, although Smith AO's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Smith AO Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Smith AO insiders, such as employees or executives, is commonly permitted as long as it does not rely on Smith AO's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Smith AO insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Smith AO Outstanding Bonds

Smith AO issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Smith AO uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Smith bonds can be classified according to their maturity, which is the date when Smith AO has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Smith AO Corporate Filings

8K
12th of November 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
10th of November 2025
Other Reports
ViewVerify
30th of October 2025
Other Reports
ViewVerify
F4
14th of October 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Thematic Opportunities

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Additional Tools for Smith Stock Analysis

When running Smith AO's price analysis, check to measure Smith AO's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smith AO is operating at the current time. Most of Smith AO's value examination focuses on studying past and present price action to predict the probability of Smith AO's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smith AO's price. Additionally, you may evaluate how the addition of Smith AO to your portfolios can decrease your overall portfolio volatility.