AOS Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 0.76%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $1,676,836.25

A. O. Smith Insider Trading History Chart

A. O. Smith Share Price & Price History

^$67.16

▼ -0.164 (-0.24%)

As of 12/4/2025 04:59 PM ET

Days: 30 | 90 | 365

A. O. Smith Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
7/30/2025	Kevin J. Wheeler	Chairman	Sell	22,200	$71.26	$1,581,972.00	100,647
2/7/2025	Douglas Samuel Karge	SVP	Sell	419	$65.65	$27,507.35	2,749
2/7/2025	Robert J. Heideman	VP	Sell	1,026	$65.65	$67,356.90	8,889
8/7/2024	Samuel M. Carver	SVP	Sell	14,705	$81.00	$1,191,105.00	2,399
3/5/2024	Robert J. Heideman	VP	Sell	9,890	$84.63	$836,990.70	9,455
3/4/2024	Ajita G. Rajendra	Director	Sell	60,258	$84.51	$5,092,403.58	56,951
2/29/2024	Ajita G. Rajendra	Director	Sell	24,669	$83.02	$2,048,020.38	56,951
2/7/2024	Idelle K. Wolf	Director	Sell	814	$80.00	$65,120.00	46,140
11/22/2023	Mark D. Smith	Director	Sell	2,700	$76.01	$205,227.00	114,548
11/17/2023	Idelle K. Wolf	Director	Sell	1,000	$76.16	$76,160.00	47,954
11/13/2023	James F Stern	VP	Sell	8,118	$73.00	$592,614.00	120,000
11/10/2023	Ajita G. Rajendra	Director	Sell	53,125	$72.39	$3,845,718.75	56,951
11/10/2023	James F Stern	VP	Sell	8,118	$72.00	$584,496.00	128,118
11/6/2023	Ajita G. Rajendra	Director	Sell	3,978	$72.23	$287,330.94	56,951
11/3/2023	Ajita G. Rajendra	Director	Sell	56,686	$72.24	$4,094,996.64	56,951
8/25/2023	Kevin J. Wheeler	CEO	Sell	12,917	$69.09	$892,435.53	71,463
8/4/2023	Idelle K. Wolf	Director	Sell	1,142	$72.77	$83,103.34	50,222
5/9/2023	Benjamin A. Otchere	VP	Sell	4,285	$70.00	$299,950.00	547
3/6/2023	Michael M. Larsen	Director	Buy	4,000	$66.89	$267,560.00	11,425
2/15/2023	Robert J. Heideman	VP	Sell	12,283	$67.31	$826,768.73	11,412
2/6/2023	Daniel L. Kempken	SVP	Sell	2,500	$68.35	$170,875.00	8,344
2/3/2023	Samuel M. Carver	SVP	Sell	4,000	$69.65	$278,600.00	1,154
2/2/2023	Ajita G. Rajendra	Director	Sell	39,100	$71.02	$2,776,882.00	39,196

SEC Filings (Institutional Ownership Changes) for A. O. Smith (NYSE:AOS)

76.10% of A. O. Smith stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

A. O. Smith Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/2/2025	Allworth Financial LP	871	$64K	0.0%	+24.8%	0.001%
12/2/2025	Swiss Life Asset Management Ltd	5,176	$0.38M	0.0%	-49.7%	0.004%
11/24/2025	CIBC Private Wealth Group LLC	11,520	$0.85M	0.0%	-6.0%	0.008%
11/21/2025	CIBC Bancorp USA Inc.	11,667	$0.86M	0.0%	N/A	0.008%
11/20/2025	Wilmington Savings Fund Society FSB	18,648	$1.37M	0.0%	-1.0%	0.013%
11/19/2025	Captrust Financial Advisors	145,468	$10.68M	0.0%	-68.4%	0.104%
11/19/2025	Danske Bank A S	13,137	$0.96M	0.0%	N/A	0.009%
11/18/2025	Advisory Services Network LLC	28,717	$2.11M	0.0%	+2.9%	0.021%
11/17/2025	Morningstar Investment Management LLC	12,406	$0.91M	0.0%	N/A	0.009%
11/17/2025	Kestra Private Wealth Services LLC	26,764	$1.97M	0.0%	-14.1%	0.019%
11/17/2025	CANADA LIFE ASSURANCE Co	44,085	$3.21M	0.0%	-0.9%	0.032%
11/17/2025	Dark Forest Capital Management LP	92,226	$6.77M	0.2%	-6.4%	0.066%
11/17/2025	Parvin Asset Management LLC	3,735	$0.27M	0.2%	+1,104.8%	0.003%
11/17/2025	IMS Capital Management	4,525	$0.33M	0.2%	-15.0%	0.003%
11/17/2025	XTX Topco Ltd	6,713	$0.49M	0.0%	-56.5%	0.005%
11/17/2025	Zurich Insurance Group Ltd FI	17,300	$1.27M	0.0%	N/A	0.012%
11/17/2025	Alyeska Investment Group L.P.	125,030	$9.18M	0.0%	-9.1%	0.090%
11/17/2025	Utah Retirement Systems	18,855	$1.38M	0.0%	-3.6%	0.014%
11/17/2025	Voleon Capital Management LP	32,687	$2.40M	0.1%	+192.3%	0.023%
11/17/2025	Voloridge Investment Management LLC	159,157	$11.68M	0.0%	-50.9%	0.114%
11/17/2025	Verition Fund Management LLC	36,329	$2.67M	0.0%	-46.4%	0.026%
11/17/2025	State Street Corp	5,453,238	$400.32M	0.0%	-7.4%	3.916%
11/17/2025	Stone Run Capital LLC	22,300	$1.64M	0.6%	-16.2%	0.016%
11/17/2025	Polymer Capital Management US LLC	5,265	$0.39M	0.0%	+7.8%	0.004%
11/17/2025	Quadcap Wealth Management LLC	7,368	$0.54M	0.1%	+7.3%	0.005%
11/17/2025	Quarry LP	6,056	$0.45M	0.1%	+785.4%	0.004%
11/17/2025	Qube Research & Technologies Ltd	446,996	$32.81M	0.0%	-37.1%	0.321%
11/17/2025	Public Employees Retirement System of Ohio	41,368	$3.04M	0.0%	-5.6%	0.030%
11/17/2025	Nomura Holdings Inc.	47,662	$3.50M	0.0%	+62.4%	0.034%
11/17/2025	Northern Trust Corp	1,049,366	$77.03M	0.0%	-3.3%	0.754%
11/17/2025	Norinchukin Bank The	5,253	$0.39M	0.0%	-4.6%	0.004%
11/17/2025	Numerai GP LLC	39,310	$2.89M	0.4%	+872.1%	0.028%
11/17/2025	Mariner LLC	31,825	$2.34M	0.0%	+23.2%	0.023%
11/17/2025	National Bank of Canada FI	69,796	$5.12M	0.0%	-13.4%	0.050%
11/17/2025	Mercer Global Advisors Inc. ADV	24,049	$1.77M	0.0%	+31.7%	0.017%
11/17/2025	Millennium Management LLC	626,879	$46.02M	0.0%	-59.5%	0.450%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	35,679	$2.62M	0.0%	+4.1%	0.026%
11/17/2025	Larson Financial Group LLC	487	$36K	0.0%	+67.9%	0.000%
11/17/2025	Lido Advisors LLC	2,728	$0.20M	0.0%	-74.5%	0.002%
11/17/2025	Lighthouse Investment Partners LLC	64,052	$4.70M	0.1%	N/A	0.046%
11/17/2025	Integrated Wealth Concepts LLC	6,208	$0.46M	0.0%	-5.5%	0.004%
11/17/2025	Jain Global LLC	45,281	$3.32M	0.0%	+4.1%	0.033%
11/17/2025	Holocene Advisors LP	9,102	$0.67M	0.0%	N/A	0.007%
11/17/2025	Gotham Asset Management LLC	292,566	$21.48M	0.1%	+15.3%	0.210%
11/17/2025	Distillate Capital Partners LLC	190,849	$14.01M	0.7%	-1.8%	0.137%
11/17/2025	Earnest Partners LLC	2,082,982	$152.91M	0.7%	+1.8%	1.496%
11/17/2025	Brevan Howard Capital Management LP	24,066	$1.77M	0.0%	-78.6%	0.017%
11/17/2025	Crawford Investment Counsel Inc.	17,785	$1.31M	0.0%	+1.8%	0.013%
11/17/2025	Chevy Chase Trust Holdings LLC	58,313	$4.28M	0.0%	-5.0%	0.042%
11/17/2025	Banco Bilbao Vizcaya Argentaria S.A.	3,561	$0.26M	0.0%	N/A	0.003%
11/17/2025	California Public Employees Retirement System	223,126	$16.38M	0.0%	+5.7%	0.160%
11/17/2025	Bank of America Corp DE	1,798,652	$132.04M	0.0%	+4.7%	1.292%
11/17/2025	Bank of Nova Scotia	32,335	$2.37M	0.0%	-1.6%	0.023%
11/17/2025	Aquatic Capital Management LLC	22,468	$1.65M	0.0%	-16.6%	0.016%
11/17/2025	Alliancebernstein L.P.	137,741	$10.11M	0.0%	-14.8%	0.099%
11/17/2025	Ameriprise Financial Inc.	189,880	$13.94M	0.0%	+234.7%	0.136%
11/14/2025	Schonfeld Strategic Advisors LLC	38,603	$2.83M	0.0%	+48.0%	0.028%
11/14/2025	Creative Planning	66,161	$4.86M	0.0%	+23.9%	0.048%
11/14/2025	SummitTX Capital L.P.	8,840	$0.65M	0.0%	N/A	0.006%
11/14/2025	AQR Capital Management LLC	662,177	$48.57M	0.0%	+39.8%	0.476%
11/14/2025	Credit Agricole S A	32,024	$2.35M	0.0%	N/A	0.023%
11/14/2025	Raymond James Financial Inc.	146,585	$10.76M	0.0%	+32.2%	0.105%
11/14/2025	Amundi	910,589	$66.75M	0.0%	-40.8%	0.654%
11/14/2025	Caisse de depot et placement du Quebec	633,407	$46.50M	0.1%	+530.1%	0.455%
11/14/2025	Freestone Grove Partners LP	8,303	$0.61M	0.0%	-82.4%	0.006%
11/14/2025	Man Group plc	95,201	$6.99M	0.0%	-47.7%	0.068%
11/14/2025	California State Teachers Retirement System	109,849	$8.06M	0.0%	-3.7%	0.079%
11/14/2025	Horizon Investments LLC	22,663	$1.66M	0.0%	+1,125.0%	0.016%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	25,798	$1.89M	0.0%	-11.1%	0.019%
11/14/2025	Fiduciary Trust Co	4,072	$0.30M	0.0%	+5.0%	0.003%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	637,389	$46.79M	0.0%	-17.8%	0.458%
11/14/2025	Vident Advisory LLC	18,379	$1.35M	0.0%	+130.1%	0.013%
11/14/2025	Squarepoint Ops LLC	162,958	$11.96M	0.0%	+28.4%	0.117%
11/14/2025	Siemens Fonds Invest GmbH	24,751	$1.82M	0.1%	+40.9%	0.018%
11/14/2025	iSAM Funds UK Ltd	33,280	$2.44M	0.5%	+158.3%	0.024%
11/14/2025	Comerica Bank	34,527	$2.54M	0.0%	+34.6%	0.025%
11/14/2025	Brown Brothers Harriman & Co.	59,658	$4.38M	0.0%	-9.6%	0.043%
11/14/2025	Glenmede Investment Management LP	4,075	$0.30M	0.0%	+11.3%	0.003%
11/13/2025	Jump Financial LLC	88,971	$6.53M	0.1%	-78.3%	0.064%
11/13/2025	Marshall Wace LLP	244,251	$17.93M	0.0%	+207.3%	0.175%
11/13/2025	Entropy Technologies LP	20,661	$1.52M	0.1%	+53.6%	0.015%
11/13/2025	Certuity LLC	6,154	$0.45M	0.0%	+38.8%	0.004%
11/13/2025	Johnson Financial Group Inc.	782	$57K	0.0%	+398.1%	0.001%
11/13/2025	Arrowstreet Capital Limited Partnership	804,185	$59.04M	0.0%	-0.9%	0.578%
11/13/2025	Invesco Ltd.	4,521,991	$331.96M	0.1%	-5.1%	3.248%
11/13/2025	Sei Investments Co.	1,320,411	$96.93M	0.1%	+3.5%	0.948%
11/13/2025	SevenBridge Financial Group LLC	4,375	$0.32M	0.1%	-17.9%	0.003%
11/13/2025	UBS Group AG	1,112,065	$81.64M	0.0%	+35.4%	0.799%
11/13/2025	BNP Paribas Financial Markets	230,558	$16.93M	0.0%	-14.1%	0.166%
11/13/2025	Mackenzie Financial Corp	16,158	$1.19M	0.0%	+30.5%	0.012%
11/13/2025	Franklin Resources Inc.	18,713	$1.37M	0.0%	+76.0%	0.013%
11/13/2025	Quadrant Capital Group LLC	1,868	$0.14M	0.0%	N/A	0.001%
11/13/2025	Van ECK Associates Corp	181,594	$13.33M	0.0%	-2.6%	0.130%
11/13/2025	FourThought Financial Partners LLC	26,556	$1.95M	0.2%	+11.5%	0.019%
11/13/2025	Legal & General Group Plc	525,318	$38.56M	0.0%	+2.0%	0.377%
11/13/2025	Swiss National Bank	225,400	$16.55M	0.0%	+0.4%	0.162%
11/13/2025	Russell Investments Group Ltd.	62,984	$4.62M	0.0%	-1.7%	0.045%
11/13/2025	Schroder Investment Management Group	292,516	$21.28M	0.0%	+88.8%	0.210%
11/13/2025	Private Advisor Group LLC	2,839	$0.21M	0.0%	N/A	0.002%
11/13/2025	Jefferies Financial Group Inc.	3,827	$0.28M	0.0%	N/A	0.003%

Data available starting January 2016

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, and other large commercial buildings, as well as homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration product; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce channels. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

Today's Range

Now: $67.16

$66.81

$68.91

50 Day Range

MA: $67.76

$63.21

$73.49

52 Week Range

Now: $67.16

$58.83

$77.31

Volume

1,728,696 shs

Average Volume

1,251,021 shs

Market Capitalization

$9.35 billion

P/E Ratio

18.10

Dividend Yield

2.14%

Beta

1.34

Who are the company insiders with the largest holdings of A. O. Smith?: A. O. Smith's top insider shareholders include:
Kevin J Wheeler (Chairman)
Ajita G Rajendra (Director)
Idelle K Wolf (Director)
Robert J Heideman (VP)
Douglas Samuel Karge (SVP)
Samuel M Carver (SVP)
Learn More about top insider investors at A. O. Smith.
Who are the major institutional investors of A. O. Smith?: A. O. Smith's top institutional investors include:
Vanguard Group Inc. — 10.29%
State Street Corp — 3.92%
Impax Asset Management Group plc — 3.46%
Invesco Ltd. — 3.25%
American Century Companies Inc. — 2.30%
First Trust Advisors LP — 1.80%
Learn More about top institutional investors of A. O. Smith stock.
Which major investors are selling A. O. Smith stock?: In the last quarter, AOS stock was sold by these institutional investors:
Millennium Management LLC
Amundi
State Street Corp
Jump Financial LLC
Captrust Financial Advisors
Qube Research & Technologies Ltd
Invesco Ltd.
ProShare Advisors LLC
In the previous year, company insiders that have sold A. O. Smith company stock include:
Kevin J Wheeler (Chairman)
Ajita G Rajendra (Director)
Idelle K Wolf (Director)
Learn More investors selling A. O. Smith stock.
Which major investors are buying A. O. Smith stock?: During the last quarter, AOS stock was purchased by institutional investors including:
American Century Companies Inc.
Caisse de depot et placement du Quebec
UBS Group AG
Sarasin & Partners LLP
AQR Capital Management LLC
Vanguard Group Inc.
Marshall Wace LLP
Impax Asset Management Group plc