AOS Insider Trading

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Insider Trading History
Frequently Asked Questions
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

^$66.18

▲ +0.595 (0.91%)

As of 11/7/2025 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
11/7/2025	King Luther Capital Management Corp	33,700	$2.47M	0.0%	-7.4%	0.024%
11/7/2025	CenterBook Partners LP	16,112	$1.18M	0.1%	N/A	0.011%
11/7/2025	Syon Capital LLC	7,834	$0.58M	0.0%	+75.2%	0.006%
11/7/2025	Heartland Advisors Inc.	155,593	$11.42M	0.6%	-8.8%	0.111%
11/7/2025	Rothschild Investment LLC	387	$28K	0.0%	+3,125.0%	0.000%
11/7/2025	Founders Financial Alliance LLC	5,452	$0.40M	0.1%	+42.1%	0.004%
11/7/2025	denkapparat Operations GmbH	7,498	$0.55M	0.4%	+45.8%	0.005%
11/7/2025	Vanguard Group Inc.	14,412,842	$1.06B	0.0%	+1.3%	10.285%
11/7/2025	Fifth Third Bancorp	25,640	$1.88M	0.0%	-3.5%	0.018%
11/7/2025	JPMorgan Chase & Co.	665,793	$48.88M	0.0%	+26.4%	0.475%
11/7/2025	State of New Jersey Common Pension Fund D	34,039	$2.50M	0.0%	-5.6%	0.024%
11/7/2025	PNC Financial Services Group Inc.	26,729	$1.96M	0.0%	+2.1%	0.019%
11/7/2025	ABN Amro Investment Solutions	39,225	$2.88M	0.1%	-31.7%	0.028%
11/7/2025	Aberdeen Group plc	6,704	$0.49M	0.0%	-7.7%	0.005%
11/7/2025	Berkshire Asset Management LLC PA	388,854	$28.55M	1.2%	+4.0%	0.277%
11/6/2025	Ameritas Advisory Services LLC	5,004	$0.37M	0.0%	+29.4%	0.004%
11/6/2025	Lafayette Investments Inc.	51,548	$3.78M	0.7%	-0.7%	0.037%
11/6/2025	Assetmark Inc.	2,418	$0.18M	0.0%	+232.1%	0.002%
11/6/2025	Public Sector Pension Investment Board	24,595	$1.81M	0.0%	+3.0%	0.018%
11/6/2025	Illinois Municipal Retirement Fund	38,506	$2.83M	0.0%	+1.3%	0.027%
11/6/2025	Wedbush Securities Inc.	11,121	$0.82M	0.0%	+4.2%	0.008%
11/6/2025	Savvy Advisors Inc.	4,698	$0.35M	0.0%	+14.9%	0.003%
11/6/2025	Caprock Group LLC	17,193	$1.23M	0.0%	N/A	0.012%
11/6/2025	Rhumbline Advisers	248,261	$18.23M	0.0%	-1.6%	0.177%
11/6/2025	Krilogy Financial LLC	5,422	$0.40M	0.0%	N/A	0.004%
11/6/2025	Impax Asset Management Group plc	4,850,158	$356.05M	2.1%	+3.4%	3.461%
11/6/2025	Versor Investments LP	13,295	$0.98M	0.2%	+29.7%	0.009%
11/6/2025	S&CO Inc.	2,990	$0.22M	0.0%	N/A	0.002%
11/6/2025	GUARDCAP ASSET MANAGEMENT Ltd	98,456	$7.23M	0.2%	-55.7%	0.070%
11/6/2025	Johnson Investment Counsel Inc.	46,040	$3.38M	0.0%	+5.5%	0.033%
11/6/2025	ProShare Advisors LLC	2,284,371	$167.70M	0.4%	-8.6%	1.630%
11/6/2025	Oppenheimer & Co. Inc.	93,447	$6.86M	0.1%	+224.5%	0.067%
11/6/2025	Linden Thomas Advisory Services LLC	8,746	$0.64M	0.1%	+2.7%	0.006%
11/6/2025	Legacy Financial Strategies LLC	42,584	$3.13M	0.6%	+2.9%	0.030%
11/6/2025	Oppenheimer Asset Management Inc.	15,168	$1.11M	0.0%	-4.8%	0.011%
11/6/2025	New York Life Investment Management LLC	27,046	$1.99M	0.0%	+73.4%	0.019%
11/5/2025	AdvisorShares Investments LLC	6,587	$0.48M	0.1%	N/A	0.005%
11/5/2025	Azzad Asset Management Inc. ADV	29,360	$2.16M	0.2%	-1.2%	0.021%
11/5/2025	Alps Advisors Inc.	273,216	$20.06M	0.1%	+19.9%	0.195%
11/5/2025	Canada Post Corp Registered Pension Plan	2,135	$0.16M	0.0%	+72.9%	0.002%
11/5/2025	State of Michigan Retirement System	30,933	$2.27M	0.0%	-2.2%	0.022%
11/5/2025	MMA Asset Management LLC	4,625	$0.34M	0.1%	N/A	0.003%
11/5/2025	Willis Investment Counsel	32,058	$2.35M	0.1%	+2.4%	0.023%
11/5/2025	John G Ullman & Associates Inc.	9,700	$0.71M	0.1%	+5.4%	0.007%
11/5/2025	C WorldWide Group Holding A S	126,222	$9.27M	0.1%	-0.2%	0.090%
11/5/2025	HighPoint Advisor Group LLC	11,255	$0.83M	0.0%	+15.7%	0.008%
11/5/2025	SBI Securities Co. Ltd.	6,868	$0.50M	0.0%	-5.0%	0.005%
11/5/2025	Savant Capital LLC	5,902	$0.43M	0.0%	+22.0%	0.004%
11/5/2025	Envestnet Asset Management Inc.	459,452	$33.73M	0.0%	+15.1%	0.328%
11/4/2025	Hartford Investment Management Co.	6,581	$0.48M	0.0%	-4.4%	0.005%
11/4/2025	Illumine Investment Management LLC	23,548	$1.73M	1.2%	+2.2%	0.017%
11/4/2025	Jones Financial Companies Lllp	6,536	$0.47M	0.0%	+20.0%	0.005%
11/4/2025	State of Wyoming	9,462	$0.70M	0.1%	+38.7%	0.007%
11/4/2025	Principal Financial Group Inc.	140,731	$10.33M	0.0%	-8.4%	0.100%
11/4/2025	PAX Financial Group LLC	4,977	$0.37M	0.1%	-16.0%	0.004%
11/4/2025	Gitterman Wealth Management LLC	3,236	$0.24M	0.1%	+127.2%	0.002%
11/4/2025	Thrivent Financial for Lutherans	30,305	$2.23M	0.0%	-41.6%	0.022%
11/4/2025	Independent Advisor Alliance	9,202	$0.68M	0.0%	+9.0%	0.007%
11/4/2025	Welch & Forbes LLC	595,309	$43.70M	0.5%	-0.2%	0.425%
11/4/2025	Cornerstone Wealth Management LLC	6,849	$0.50M	0.0%	+3.2%	0.005%
11/3/2025	AlphaQuest LLC	49,045	$3.60M	0.2%	+27.1%	0.035%
11/3/2025	New York State Common Retirement Fund	93,591	$6.87M	0.0%	+4.0%	0.067%
11/3/2025	Mirae Asset Global Investments Co. Ltd.	31,538	$2.32M	0.0%	+3.1%	0.023%
11/3/2025	Truist Financial Corp	106,019	$7.78M	0.0%	+5.3%	0.076%
10/31/2025	Kornitzer Capital Management Inc. KS	35,212	$2.59M	0.1%	-6.1%	0.025%
10/31/2025	Vanguard Personalized Indexing Management LLC	21,785	$1.60M	0.0%	+4.0%	0.016%
10/31/2025	Mutual of America Capital Management LLC	12,389	$0.91M	0.0%	-7.1%	0.009%
10/31/2025	Retirement Systems of Alabama	24,375	$1.79M	0.0%	-2.3%	0.017%
10/31/2025	CIBC Asset Management Inc	132,828	$9.73M	0.0%	+4.2%	0.095%
10/31/2025	Patten & Patten Inc. TN	130,112	$9.55M	0.6%	-4.6%	0.093%
10/31/2025	Blackhawk Capital Partners LLC	10,093	$0.74M	0.3%	-17.0%	0.007%
10/31/2025	PFG Investments LLC	2,775	$0.20M	0.0%	N/A	0.002%
10/31/2025	GHP Investment Advisors Inc.	29,126	$2.14M	0.1%	+3.6%	0.021%
10/31/2025	Y Intercept Hong Kong Ltd	62,640	$4.60M	0.1%	-56.4%	0.045%
10/31/2025	Resona Asset Management Co. Ltd.	27,814	$2.02M	0.0%	-6.9%	0.020%
10/31/2025	Mitsubishi UFJ Trust & Banking Corp	40,475	$2.97M	0.0%	+52.1%	0.029%
10/30/2025	Teacher Retirement System of Texas	34,942	$2.57M	0.0%	+21.2%	0.025%
10/30/2025	MOKAN Wealth Management Inc.	17,686	$1.30M	0.7%	N/A	0.013%
10/30/2025	iA Global Asset Management Inc.	7,868	$0.58M	0.0%	-17.7%	0.006%
10/30/2025	Covestor Ltd	2,319	$0.17M	0.1%	-23.6%	0.002%
10/30/2025	Anchor Capital Advisors LLC	12,910	$0.95M	0.0%	-11.1%	0.009%
10/30/2025	Rakuten Investment Management Inc.	535	$39K	0.0%	N/A	0.000%
10/30/2025	Universal Beteiligungs und Servicegesellschaft mbH	154,454	$11.34M	0.0%	+32.3%	0.110%
10/30/2025	Chicago Partners Investment Group LLC	8,638	$0.58M	0.0%	+124.6%	0.006%
10/30/2025	Vest Financial LLC	817,742	$60.03M	0.8%	-8.8%	0.584%
10/29/2025	Seizert Capital Partners LLC	92,433	$6.79M	0.3%	-16.7%	0.066%
10/29/2025	Sage Mountain Advisors LLC	6,642	$0.49M	0.0%	N/A	0.005%
10/29/2025	Inscription Capital LLC	11,004	$0.81M	0.1%	+88.9%	0.008%
10/29/2025	Root Financial Partners LLC	455	$33K	0.0%	N/A	0.000%
10/29/2025	Wealth Enhancement Advisory Services LLC	14,963	$1.07M	0.0%	+61.8%	0.011%
10/29/2025	Amalgamated Bank	21,849	$1.60M	0.0%	-4.0%	0.016%
10/29/2025	Sierra Legacy Group	19,365	$1.42M	1.1%	+18.1%	0.014%
10/29/2025	Sequoia Financial Advisors LLC	6,351	$0.47M	0.0%	+7.9%	0.005%
10/28/2025	QRG Capital Management Inc.	10,122	$0.74M	0.0%	-10.6%	0.007%
10/28/2025	Reinhart Partners LLC.	104,968	$7.71M	0.3%	-3.9%	0.075%
10/28/2025	Campbell & CO Investment Adviser LLC	7,733	$0.57M	0.0%	-85.5%	0.006%
10/27/2025	WealthPLAN Partners LLC	12,080	$0.89M	0.1%	+1.3%	0.009%
10/27/2025	WealthPlan Investment Management LLC	44,274	$3.25M	0.2%	-1.4%	0.032%
10/27/2025	Robeco Schweiz AG	293,470	$21.54M	0.5%	-0.1%	0.209%
10/27/2025	Quent Capital LLC	499	$37K	0.0%	N/A	0.000%

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: $66.18

$65.33

$66.39

50 Day Range

MA: $70.46

$65.19

$74.38

52 Week Range

Now: $66.18

$58.83

$77.31

Volume

1,172,770 shs

Average Volume

1,438,429 shs

Market Capitalization

$9.27 billion

P/E Ratio

17.84

Dividend Yield

2.19%

Beta

1.3

Who are the company insiders with the largest holdings of A. O. Smith?: A. O. Smith's top insider shareholders include:
James F Stern (VP)
Mark D Smith (Director)
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%
Impax Asset Management Group plc — 3.46%
ProShare Advisors LLC — 1.63%
Sarasin & Partners LLP — 1.00%
Boston Trust Walden Corp — 0.68%
Vest Financial LLC — 0.58%
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:
ProShare Advisors LLC
GUARDCAP ASSET MANAGEMENT Ltd
Y Intercept Hong Kong Ltd
Vest Financial LLC
SG Americas Securities LLC
Campbell & CO Investment Adviser LLC
Atwater Malick LLC
Nisa Investment Advisors LLC
In the previous year, company insiders that have sold A. O. Smith company stock include:
James F Stern (VP)
Mark D Smith (Director)
Kevin J Wheeler (Chairman)
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:
Sarasin & Partners LLP
Vanguard Group Inc.
Impax Asset Management Group plc
JPMorgan Chase & Co.
Boston Trust Walden Corp
Oppenheimer & Co. Inc.
Envestnet Asset Management Inc.
Alps Advisors Inc.