Cliff Asness's AOS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.28 M shares of A. O. Smith Corporation (AOS) worth $85.56 M, representing 0.04% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in AOS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 617,179 shares. Largest reduction occurred in Q2 2017, reducing 790,600 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's A O Smith Corporation (AOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly A O Smith Corporation (AOS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +617,179 | Add 93.20% | 1.28 M | $66.88 |
| Q3 2025 | +188,380 | Add 39.76% | 662,177 | $73.35 |
| Q2 2025 | +177,738 | Add 60.03% | 473,797 | $65.42 |
| Q1 2025 | -127,078 | Reduce 30.03% | 296,059 | $64.93 |
| Q4 2024 | +44,403 | Add 11.72% | 423,137 | $68.21 |
| Q3 2024 | -89,188 | Reduce 19.06% | 378,734 | $89.83 |
| Q2 2024 | -137,799 | Reduce 22.75% | 467,922 | $81.78 |
| Q1 2024 | +160,033 | Add 35.91% | 605,721 | $89.02 |
| Q4 2023 | +181,174 | Add 68.49% | 445,688 | $82.36 |
| Q3 2023 | +217,356 | Add 460.91% | 264,514 | $66.13 |
| Q2 2023 | +5,414 | Add 12.97% | 47,158 | $72.78 |
| Q1 2023 | -74,011 | Reduce 63.94% | 41,744 | $68.33 |
| Q4 2022 | -132,782 | Reduce 53.43% | 115,755 | $57.17 |
| Q3 2022 | -114,024 | Reduce 31.45% | 248,537 | $48.58 |
| Q2 2022 | -94,768 | Reduce 20.72% | 362,561 | $53.75 |
| Q1 2022 | +61,912 | Add 15.66% | 457,329 | $63.89 |
| Q4 2021 | -235,040 | Reduce 37.28% | 395,417 | $85.44 |
| Q3 2021 | +37,725 | Add 6.36% | 630,457 | $61.07 |
| Q2 2021 | -202,188 | Reduce 25.44% | 592,732 | $71.38 |
| Q1 2021 | +565,289 | Add 246.17% | 794,920 | $67.61 |
| Q4 2020 | -51,763 | Reduce 18.40% | 229,631 | $54.40 |
| Q3 2020 | +167,044 | Add 146.08% | 281,394 | $52.80 |
| Q2 2020 | +19,376 | Add 20.40% | 114,350 | $46.44 |
| Q1 2020 | -49,748 | Reduce 34.37% | 94,974 | $37.81 |
| Q4 2019 | +92,824 | Add 178.86% | 144,722 | $47.64 |
| Q3 2019 | -159,144 | Reduce 75.41% | 51,898 | $47.71 |
| Q2 2019 | +132,701 | Add 169.39% | 211,042 | $47.16 |
| Q1 2019 | -36,360 | Reduce 31.70% | 78,341 | $53.32 |
| Q4 2018 | -53,902 | Reduce 31.97% | 114,701 | $42.70 |
| Q3 2018 | +42,985 | Add 34.22% | 168,603 | $53.37 |
| Q2 2018 | -10,689 | Reduce 7.84% | 125,618 | $59.15 |
| Q1 2018 | +8,546 | Add 6.69% | 136,307 | $63.59 |
| Q4 2017 | -653,715 | Reduce 83.65% | 127,761 | $61.28 |
| Q3 2017 | -721,596 | Reduce 48.01% | 781,476 | $59.43 |
| Q2 2017 | -790,600 | Reduce 34.47% | 1.5 M | $56.33 |
| Q1 2017 | -260,249 | Reduce 10.19% | 2.29 M | $51.16 |
| Q4 2016 | -342,623 | Reduce 11.83% | 2.55 M | $47.35 |
| Q3 2016 | +586,640 | Add 25.40% | 2.9 M | $49.40 |
| Q2 2016 | -154,998 | Reduce 6.29% | 2.31 M | $44.06 |
| Q1 2016 | +599,324 | Add 32.13% | 2.46 M | $38.15 |
| Q4 2015 | +570,648 | Add 44.07% | 1.87 M | $38.31 |
| Q3 2015 | +468,596 | Add 56.71% | 1.29 M | $32.59 |
| Q2 2015 | +79,394 | Add 10.63% | 826,334 | $35.99 |
| Q1 2015 | -62,800 | Reduce 7.76% | 746,940 | $32.83 |
| Q4 2014 | -214,782 | Reduce 20.96% | 809,740 | $28.21 |
| Q3 2014 | -70,532 | Reduce 6.44% | 1.02 M | $23.64 |
| Q2 2014 | +10,200 | Add 0.94% | 1.1 M | $24.79 |
| Q1 2014 | +344,992 | Add 46.63% | 1.08 M | $23.01 |
| Q4 2013 | +45,200 | Add 6.51% | 739,862 | $26.97 |
| Q3 2013 | +117,008 | Add 20.26% | 694,662 | $22.60 |
| Q2 2013 | +577,654 | Add 0.00% | 577,654 | $18.14 |
| Q4 2012 | +448,516 | Add 0.00% | 448,516 | $15.77 |
Cliff Asness's A O Smith Corporation Investment FAQs
Cliff Asness first purchased A. O. Smith Corporation (AOS) in Q4 2012, acquiring 448,516 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held A. O. Smith Corporation (AOS) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to A. O. Smith Corporation (AOS) was in Q4 2025, adding 1,279,356 shares worth $85.56 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,279,356 shares of A. O. Smith Corporation (AOS), valued at approximately $85.56 M.
As of the Q4 2025 filing, A. O. Smith Corporation (AOS) represents approximately 0.04% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in A. O. Smith Corporation (AOS) was 2,896,544 shares, as reported at the end of Q3 2016.