AOS Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.70%

Insider Buying (Last 12 Months): $267,560.00

Insider Selling (Last 12 Months): $5,328,614.60

A. O. Smith Insider Trading History Chart

A. O. Smith Share Price & Price History

^$65.12

▼ -0.05 (-0.08%)

As of 09/22/2023 11:57 AM ET

Days: 30 | 90 | 365

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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
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
2/22/2022	Michael M. Larsen	Director	Buy	3,925	$69.87	$274,239.75
12/8/2021	Ajita G. Rajendra	Director	Sell	4,209	$83.29	$350,567.61
12/7/2021	Benjamin A. Otchere	VP	Sell	1,905	$82.89	$157,905.45
11/22/2021	Ajita G. Rajendra	Director	Sell	48,752	$83.19	$4,055,678.88
11/22/2021	Daniel L. Kempken	VP	Sell	2,300	$82.88	$190,624.00
11/17/2021	Ajita G. Rajendra	Director	Sell	44,620	$82.29	$3,671,779.80
11/15/2021	Samuel M. Carver	SVP	Sell	5,140	$81.33	$418,036.20
11/8/2021	Robert J. Heideman	VP	Sell	9,243	$77.49	$716,240.07
11/1/2021	Idelle K. Wolf	Director	Sell	1,000	$74.78	$74,780.00
5/18/2021	Bruce M. Smith	Director	Sell	5,226	$69.65	$363,990.90
5/11/2021	David R. Warren	VP	Sell	30,392	$70.79	$2,151,449.68	7,808
5/4/2021	Mark A. Petrarca	Insider	Sell	33,410	$70.49	$2,355,070.90	105,999
5/3/2021	James F. Stern	VP	Sell	44,300	$70.15	$3,107,645.00	2,898
5/3/2021	Ronald D. Brown	Director	Sell	12,000	$68.71	$824,520.00
3/29/2021	Gene C. Wulf	Director	Sell	15,000	$70.00	$1,050,000.00	83,734
3/29/2021	Wallace E. Goodwin	SVP	Sell	2,000	$70.00	$140,000.00	9,501
3/18/2021	Daniel L. Kempken	SVP	Sell	2,400	$67.50	$162,000.00	9,901
3/12/2021	Gene C. Wulf	Director	Sell	2,000	$65.14	$130,280.00
3/10/2021	Daniel L. Kempken	SVP	Sell	2,000	$65.00	$130,000.00	9,501
3/10/2021	Gene C. Wulf	Director	Sell	8,000	$64.92	$519,360.00	109,234
3/8/2021	Gene C. Wulf	Director	Sell	500	$62.93	$31,465.00	109,234
3/5/2021	Daniel L. Kempken	VP	Sell	2,000	$62.50	$125,000.00	9,501
3/5/2021	Gene C. Wulf	Director	Sell	3,500	$62.00	$217,000.00
2/23/2021	Gene C. Wulf	Director	Sell	2,000	$62.00	$124,000.00	113,734
2/10/2021	Robert J. Heideman	VP	Sell	7,336	$61.02	$447,642.72	16,059
2/9/2021	Idelle K. Wolf	Director	Sell	1,970	$61.64	$121,430.80	7,642
11/30/2020	Robert J. Heideman	VP	Sell	1,000	$56.37	$56,370.00	11,761
11/17/2020	Patricia K. Ackerman	SVP	Sell	14,000	$56.39	$789,460.00	2,871
11/16/2020	Ajita G. Rajendra	Director	Sell	50,000	$56.02	$2,801,000.00	141,212
11/2/2020	Paul W. Jones	Director	Sell	32,069	$52.53	$1,684,584.57	173,216
10/9/2020	Wallace E Goodwin	SVP	Sell	4,800	$57.50	$276,000.00	20,898
10/5/2020	Wallace E Goodwin	SVP	Sell	4,800	$55.00	$264,000.00	20,898
9/22/2020	Wallace E. Goodwin	Insider	Sell	5,600	$52.28	$292,768.00

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

74.48% 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
9/21/2023	Barclays PLC	207,030	$15.07M	0.0%	+125.8%	0.138%
8/22/2023	Comerica Bank	117,486	$8.55M	0.0%	N/A	0.078%
8/21/2023	California State Teachers Retirement System	201,797	$14.69M	0.0%	-6.3%	0.134%
8/21/2023	Teachers Retirement System of The State of Kentucky	11,474	$0.84M	0.0%	-2.1%	0.008%
8/17/2023	Orion Portfolio Solutions LLC	80,269	$5.84M	0.1%	+1,396.7%	0.053%
8/16/2023	Nuveen Asset Management LLC	366,279	$26.66M	0.0%	-4.5%	0.243%
8/16/2023	Resources Management Corp CT ADV	350	$25K	0.0%	-98.7%	0.000%
8/16/2023	GTS Securities LLC	3,127	$0.23M	0.0%	N/A	0.002%
8/15/2023	Alliancebernstein L.P.	172,567	$12.56M	0.0%	-0.1%	0.115%
8/15/2023	Wells Fargo & Company MN	464,876	$33.83M	0.0%	-1.9%	0.309%
8/15/2023	Public Employees Retirement System of Ohio	64,623	$4.70M	0.0%	-8.9%	0.043%
8/15/2023	Natixis Advisors L.P.	137,985	$10.04M	0.0%	+11.7%	0.092%
8/15/2023	Integrated Wealth Concepts LLC	3,707	$0.27M	0.0%	N/A	0.002%
8/15/2023	Benjamin F. Edwards & Company Inc.	2,467	$0.18M	0.0%	+26.4%	0.002%
8/15/2023	Centaurus Financial Inc.	8,891	$0.65M	0.1%	N/A	0.006%
8/15/2023	Woodline Partners LP	28,582	$2.08M	0.0%	N/A	0.019%
8/15/2023	Y Intercept Hong Kong Ltd	20,801	$1.51M	0.2%	N/A	0.014%
8/15/2023	Goldman Sachs Group Inc.	783,995	$57.06M	0.0%	+23.7%	0.521%
8/15/2023	Lazard Asset Management LLC	44,476	$3.24M	0.0%	+2,453.2%	0.030%
8/15/2023	Point72 Asset Management L.P.	2,419	$0.18M	0.0%	-98.5%	0.002%
8/15/2023	Point72 Middle East FZE	6,209	$0.45M	0.0%	N/A	0.004%
8/15/2023	Royal Bank of Canada	233,437	$16.99M	0.0%	-8.3%	0.155%
8/15/2023	Rockefeller Capital Management L.P.	77,714	$5.66M	0.0%	-6.2%	0.052%
8/15/2023	Seven Eight Capital LP	9,406	$0.69M	0.1%	N/A	0.006%
8/15/2023	Sherbrooke Park Advisers LLC	6,100	$0.44M	0.2%	N/A	0.004%
8/15/2023	Stifel Financial Corp	94,158	$6.85M	0.0%	-0.9%	0.063%
8/15/2023	Holocene Advisors LP	235,173	$17.12M	0.1%	+251.9%	0.156%
8/15/2023	BROOKFIELD Corp ON	157,721	$11.48M	0.0%	N/A	0.105%
8/15/2023	CIBC Asset Management Inc	17,343	$1.26M	0.0%	-1.4%	0.012%
8/14/2023	Mercer Global Advisors Inc. ADV	90,934	$6.62M	0.0%	-20.3%	0.060%
8/14/2023	Orion Portfolio Solutions LLC	65,758	$5.84M	0.1%	+1,126.1%	0.044%
8/14/2023	Stephens Inc. AR	2,829	$0.21M	0.0%	N/A	0.002%
8/14/2023	State of Wyoming	3,232	$0.24M	0.1%	+104.6%	0.002%
8/14/2023	Tudor Investment Corp Et Al	13,871	$1.01M	0.0%	N/A	0.009%
8/14/2023	GUARDCAP ASSET MANAGEMENT Ltd	309,546	$22.53M	0.3%	+0.3%	0.206%
8/14/2023	Tower Research Capital LLC TRC	4,105	$0.30M	0.0%	+4.1%	0.003%
8/14/2023	Schonfeld Strategic Advisors LLC	49,395	$3.60M	0.0%	-68.7%	0.033%
8/14/2023	Marshall Wace LLP	52,739	$3.84M	0.0%	-71.7%	0.035%
8/14/2023	State of Wisconsin Investment Board	91,173	$6.64M	0.0%	+26.8%	0.061%
8/14/2023	State Street Corp	7,660,959	$557.57M	0.0%	-12.6%	5.091%
8/14/2023	MML Investors Services LLC	7,209	$0.53M	0.0%	+18.8%	0.005%
8/14/2023	Jefferies Financial Group Inc.	12,611	$0.92M	0.0%	-67.7%	0.008%
8/14/2023	West Tower Group LLC	752	$55K	0.0%	N/A	0.000%
8/14/2023	UniSuper Management Pty Ltd	900	$66K	0.0%	N/A	0.001%
8/14/2023	Treasurer of the State of North Carolina	54,433	$3.96M	0.0%	-1.9%	0.036%
8/14/2023	Nuveen Asset Management LLC	366,279	$26.66M	0.0%	-4.5%	0.243%
8/14/2023	Driehaus Capital Management LLC	245,024	$17.83M	0.2%	+30.8%	0.163%
8/14/2023	Thrivent Financial for Lutherans	6,301	$0.46M	0.0%	+10.9%	0.004%
8/14/2023	Crawford Investment Counsel Inc.	20,162	$1.47M	0.0%	+2.4%	0.013%
8/14/2023	Lombard Odier Asset Management USA Corp	23,618	$1.72M	0.0%	N/A	0.016%
8/14/2023	Prelude Capital Management LLC	6,544	$0.48M	0.0%	N/A	0.004%
8/14/2023	Graham Capital Management L.P.	61,437	$4.47M	0.1%	+1,173.3%	0.041%
8/14/2023	1832 Asset Management L.P.	876,983	$63.83M	0.1%	-0.6%	0.583%
8/11/2023	Ontario Teachers Pension Plan Board	53,786	$3.92M	0.0%	N/A	0.036%
8/11/2023	Renaissance Technologies LLC	200,200	$14.57M	0.0%	N/A	0.133%
8/11/2023	Thematics Asset Management	179,000	$13.03M	0.6%	+10.2%	0.119%
8/11/2023	Mirova	840	$61K	0.0%	-62.5%	0.001%
8/11/2023	Natixis	78,689	$5.73M	0.0%	-52.6%	0.052%
8/11/2023	Credit Suisse AG	444,135	$32.32M	0.0%	-14.7%	0.295%
8/11/2023	BlackRock Inc.	9,050,984	$658.73M	0.0%	-7.8%	6.014%
8/11/2023	Campbell & CO Investment Adviser LLC	31,565	$2.30M	0.4%	N/A	0.021%
8/11/2023	State Board of Administration of Florida Retirement System	136,389	$9.93M	0.0%	-4.6%	0.091%
8/11/2023	The Manufacturers Life Insurance Company	92,438	$6.73M	0.0%	+1.0%	0.061%
8/11/2023	Hsbc Holdings PLC	282,381	$20.57M	0.0%	-2.9%	0.188%
8/11/2023	O Shaughnessy Asset Management LLC	3,585	$0.26M	0.0%	-20.1%	0.002%
8/11/2023	Franklin Resources Inc.	11,056	$0.81M	0.0%	-39.2%	0.007%
8/11/2023	Schroder Investment Management Group	277,459	$20.19M	0.0%	+1,274.5%	0.184%
8/11/2023	Trexquant Investment LP	55,664	$4.05M	0.1%	N/A	0.037%
8/11/2023	Algebris UK Ltd	7,121	$0.52M	0.3%	-8.8%	0.005%
8/11/2023	Guggenheim Capital LLC	144,497	$10.52M	0.1%	-19.7%	0.096%
8/11/2023	Geode Capital Management LLC	2,902,113	$210.71M	0.0%	-0.4%	1.928%
8/11/2023	Sei Investments Co.	877,890	$63.89M	0.1%	+4.0%	0.583%
8/11/2023	Covestor Ltd	864	$63K	0.0%	-65.6%	0.001%
8/11/2023	Korea Investment CORP	45,988	$3.35M	0.0%	-40.6%	0.031%
8/11/2023	D.A. Davidson & CO.	10,218	$0.74M	0.0%	+9.0%	0.007%
8/11/2023	JPMorgan Chase & Co.	617,755	$44.96M	0.0%	+86.7%	0.410%
8/11/2023	Penserra Capital Management LLC	4,494	$0.33M	0.0%	+16.4%	0.003%
8/11/2023	PNC Financial Services Group Inc.	23,215	$1.69M	0.0%	+3.3%	0.015%
8/11/2023	Northern Trust Corp	1,283,065	$93.38M	0.0%	-20.9%	0.853%
8/11/2023	ExodusPoint Capital Management LP	106,736	$7.77M	0.1%	-8.0%	0.071%
8/10/2023	MetLife Investment Management LLC	32,115	$2.34M	0.0%	-5.3%	0.021%
8/10/2023	Osaic Holdings Inc.	46,960	$3.16M	0.0%	+7.7%	0.031%
8/10/2023	Bessemer Group Inc.	1,680,877	$122.34M	0.3%	-16.9%	1.117%
8/10/2023	Bessemer Securities LLC	13,893	$1.01M	0.7%	-35.4%	0.009%
8/10/2023	King Luther Capital Management Corp	58,775	$4.28M	0.0%	-3.3%	0.039%
8/10/2023	Metropolitan Life Insurance Co NY	5,426	$0.40M	0.0%	-4.4%	0.004%
8/10/2023	Great West Life Assurance Co. Can	91,175	$6.67M	0.0%	-21.6%	0.061%
8/10/2023	ProShare Advisors LLC	2,494,977	$181.58M	0.5%	-11.6%	1.658%
8/10/2023	Edgestream Partners L.P.	22,471	$1.64M	0.1%	N/A	0.015%
8/10/2023	Commonwealth Equity Services LLC	148,277	$10.79M	0.0%	-2.6%	0.099%
8/10/2023	Johnson Investment Counsel Inc.	34,703	$2.53M	0.0%	-3.2%	0.023%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	47,520	$3.46M	0.0%	-4.7%	0.032%
8/10/2023	Great Lakes Advisors LLC	123,620	$9M	0.1%	+0.9%	0.082%
8/10/2023	Russell Investments Group Ltd.	69,370	$5.05M	0.0%	+3.2%	0.046%
8/10/2023	Jupiter Asset Management Ltd.	56,534	$4.11M	0.0%	-80.8%	0.038%
8/10/2023	Westpac Banking Corp	1,472	$0.11M	0.0%	-86.6%	0.001%
8/10/2023	US Bancorp DE	22,276	$1.62M	0.0%	-4.6%	0.015%
8/10/2023	Trillium Asset Management LLC	47,968	$3.49M	0.1%	-0.3%	0.032%
8/10/2023	Cetera Advisor Networks LLC	16,896	$1.23M	0.0%	-25.1%	0.011%
8/10/2023	Charles Schwab Investment Management Inc.	1,265,811	$92.13M	0.0%	-1.8%	0.841%

Data available starting January 2016

A. O. 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. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; commercial boilers for hospitals, schools, hotels, and other large commercial buildings, as well as residential boilers for homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, on-the-go filtration bottles, 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 primarily under the A. O. Smith, State, Lochinvar, and water softener brands. It distributes its products through independent wholesale plumbing distributors, as well as through retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

Today's Range

Now: $65.12

$64.82

$65.42

50 Day Range

MA: $71.53

$65.17

$76.64

52 Week Range

Now: $65.12

$46.58

$76.94

Volume

234,017 shs

Average Volume

1,046,329 shs

Market Capitalization

$9.80 billion

P/E Ratio

35.98

Dividend Yield

1.81%

Beta

1.3

Who are the company insiders with the largest holdings of A. O. Smith?: A. O. Smith's top insider shareholders include:
Kevin J Wheeler (CEO)
Idelle K Wolf (Director)
Ajita G Rajendra (Director)
Michael M Larsen (Director)
Robert J Heideman (VP)
Daniel L Kempken (SVP)
Samuel M Carver (SVP)
Benjamin A Otchere (VP)
Daniel L Kempken (VP)
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:
BlackRock Inc. — 6.01%
Bank Julius Baer & Co. Ltd Zurich — 5.42%
State Street Corp — 5.09%
Geode Capital Management LLC — 1.93%
Brown Brothers Harriman & Co. — 1.92%
ProShare Advisors LLC — 1.66%
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:
State Street Corp
BlackRock Inc.
Brown Brothers Harriman & Co.
Bessemer Group Inc.
Northern Trust Corp
ProShare Advisors LLC
TimesSquare Capital Management LLC
Jupiter Asset Management Ltd.
In the previous year, company insiders that have sold A. O. Smith company stock include:
Kevin J Wheeler (CEO)
Idelle K Wolf (Director)
Ajita G Rajendra (Director)
Michael M Larsen (Director)
Robert J Heideman (VP)
Daniel L Kempken (SVP)
Samuel M Carver (SVP)
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:
Bank Julius Baer & Co. Ltd Zurich
Fisher Asset Management LLC
JPMorgan Chase & Co.
Schroder Investment Management Group
Bank of Montreal Can
Renaissance Technologies LLC
Holocene Advisors LP
BROOKFIELD Corp ON