A. O. Smith: which funds bought and sold
Institutions that bought and sold A. O. Smith shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 304 institutions that filed 13F reports for both quarters added to or opened positions in A. O. Smith, and 320 cut or closed them. Together they added a net 7.4M shares, +6.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.7M shares (+22.4%); index fund managers were net buyers of 1.4M shares (+3.8%). 67 opened a new position and 92 sold out entirely.
Bought, Q2 2026 304 institutions, 67 of them new holders Sold, Q2 2026 320 institutions, 92 of them sold out
Net change, all compared +7.4M shares (+6.3%)
Net change, active managers +4.7M shares (+22.4%), 28 bought, 29 sold
Buyers versus sellers
304 bought 67 320 sold
Active managers and hedge funds 28 bought · 29 sold · +4.7M
Index fund managers 5 bought · 7 sold · +1.4M
Other institutions 271 bought · 284 sold · +1.3M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +2.5M +31.4% | 10.4M | $653M |
| UBS Group AG | +1.6M +168.4% | 2.5M | $155M |
| River Road Asset Management, LLC Active manager | +1.3M New position | 1.3M | $84.5M |
| Assenagon Asset Management S.A. | +970K +11143.6% | 979K | $61.4M |
| State Street Corp Index funds | +823K +14.3% | 6.6M | $413M |
| Invesco Ltd. | +806K +17.0% | 5.5M | $347M |
| Blackrock, Inc. Index funds | +700K +9.5% | 8.1M | $505M |
| American Century Companies Inc Active manager | +511K +12.1% | 4.7M | $296M |
| Gotham Asset Management, LLC Hedge fund | +477K +165.7% | 766K | $48M |
| Talaria Asset Management Pty Ltd | +417K +53.2% | 1.2M | $75.3M |
| Pacer Advisors, Inc. | +394K +6170.0% | 400K | $25.1M |
| Scharf Investments, LLC | +375K New position | 375K | $23.5M |
| Madison Asset Management, LLC | +324K +28.4% | 1.5M | $92M |
| Ameriprise Financial Inc | +313K +136.2% | 543K | $34M |
| Amundi | +277K +239.5% | 392K | $24.6M |
| Citadel Advisors LLC Hedge fund | +272K +286.7% | 367K | $23M |
| SG Americas Securities, LLC | +249K +156.3% | 408K | $25.6M |
| BNP Paribas Financial Markets | +234K +136.2% | 405K | $25.4M |
| Wedge Capital Management L L P Active manager | +225K New position | 225K | $14.1M |
| 1832 Asset Management L.P. | +222K +17.8% | 1.5M | $92.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +2.5M +31.4% | 10.4M | $653M |
| River Road Asset Management, LLC Active manager | +1.3M New position | 1.3M | $84.5M |
| American Century Companies Inc Active manager | +511K +12.1% | 4.7M | $296M |
| Gotham Asset Management, LLC Hedge fund | +477K +165.7% | 766K | $48M |
| Citadel Advisors LLC Hedge fund | +272K +286.7% | 367K | $23M |
| Wedge Capital Management L L P Active manager | +225K New position | 225K | $14.1M |
| AQR Capital Management LLC Hedge fund | +178K +18.2% | 1.2M | $71.5M |
| Graham Capital Management, L.P. Hedge fund | +118K +763.1% | 133K | $8.4M |
| Holocene Advisors, LP Hedge fund | +106K +232.6% | 151K | $9.5M |
| PDT Partners, LLC Hedge fund | +68K New position | 68K | $4.3M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Impax Asset Management Group PLC | −1.5M −34.2% | 2.8M | $176M |
| Morgan Stanley | −863K −24.1% | 2.7M | $170M |
| Pictet Asset Management Holding SA | −674K −95.8% | 29K | $1.8M |
| Quantinno Capital Management LP | −630K −69.2% | 280K | $17.6M |
| Boston Trust Walden Corp | −463K −44.0% | 588K | $36.9M |
| CIBC Asset Management Inc | −440K −91.8% | 39K | $2.4M |
| Renaissance Technologies LLC Hedge fund | −347K −46.6% | 397K | $24.9M |
| Northwest & Ethical Investments L.P. | −257K Sold out | 0 | — |
| Regents Gate Capital LLP | −246K −93.1% | 18K | $1.1M |
| Lord, Abbett & Co. LLC | −245K Sold out | 0 | — |
| Geode Capital Management, LLC Index funds | −208K −5.3% | 3.7M | $234M |
| Trexquant Investment LP Hedge fund | −190K Sold out | 0 | — |
| Corient Private Wealth LP | −189K −85.7% | 32K | $2M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −146K −24.0% | 462K | $28.9M |
| Marshall Wace, LLP Hedge fund | −142K −70.8% | 59K | $3.7M |
| Bank Of America Corp | −138K −8.2% | 1.6M | $97.2M |
| KBC Group NV | −134K −29.4% | 323K | $20.2M |
| C Worldwide Group Holding A/S | −124K Sold out | 0 | — |
| Y-Intercept (Hong Kong) Ltd | −117K Sold out | 0 | — |
| Royal Bank Of Canada | −114K −14.8% | 657K | $41.2M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Renaissance Technologies LLC Hedge fund | −347K −46.6% | 397K | $24.9M |
| Trexquant Investment LP Hedge fund | −190K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −146K −24.0% | 462K | $28.9M |
| Marshall Wace, LLP Hedge fund | −142K −70.8% | 59K | $3.7M |
| Schroder Investment Management Group Active manager | −107K −74.8% | 36K | $2.2M |
| Edgestream Partners, L.P. Hedge fund | −66K −93.1% | 4,912 | $308,081 |
| Wellington Management Group LLP Active manager | −63K −18.9% | 269K | $16.9M |
| Gates Capital Management, Inc. Hedge fund | −57K −5.3% | 1.0M | $64.6M |
| Man Group PLC Hedge fund | −56K −67.4% | 27K | $1.7M |
| Earnest Partners LLC Active manager | −56K −2.7% | 2.0M | $124M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| River Road Asset Management, LLCActive manager | 1.3M | $84.5M |
| Scharf Investments, LLC | 375K | $23.5M |
| Wedge Capital Management L L PActive manager | 225K | $14.1M |
| PDT Partners, LLCHedge fund | 68K | $4.3M |
| Tudor Investment Corp Et AlHedge fund | 63K | $3.9M |
| AGF Management Ltd | 53K | $3.3M |
| Atom Investors LP | 51K | $3.2M |
| Clark Estates Inc | 46K | $2.9M |
| Stance Capital LLC | 42K | $2.6M |
| Bridgewater Associates, LPHedge fund | 37K | $2.3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Northwest & Ethical Investments L.P. | 257K | $16.9M |
| Lord, Abbett & Co. LLC | 245K | $16.2M |
| Trexquant Investment LPHedge fund | 190K | $12.6M |
| C Worldwide Group Holding A/S | 124K | $8.2M |
| Y-Intercept (Hong Kong) Ltd | 117K | $7.7M |
| HRT Financial LP | 94K | $6.2M |
| Engineers Gate Manager LPHedge fund | 46K | $3M |
| Focus Partners Wealth | 35K | $2.3M |
| Formuepleje A/S | 31K | $2.1M |
| Collaborative Fund Advisors, LLC | 30K | $2M |
Who holds the shares
- Institutions reporting
- 608
- Ten largest holders
- 46.6% of 13F-reported shares
- Index fund managers
- 30.3% of 13F-reported shares
- Active managers and hedge funds
- 20.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 28 | 29 | 12 | 9 | +4.7M | +22.4% |
| Index fund managers | 5 | 7 | 0 | 0 | +1.4M | +3.8% |
| Other institutions | 271 | 284 | 55 | 83 | +1.3M | +2.2% |