Renaissance Technologies (RenTech)'s AOS Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 632,700 shares of A. O. Smith Corporation (AOS) worth $42.31 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in AOS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 1.34 M shares. Largest reduction occurred in Q3 2014, reducing 972,200 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'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 Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +224,800 | Add 55.11% | 632,700 | $66.88 |
| Q3 2025 | -207,200 | Reduce 33.69% | 407,900 | $73.41 |
| Q2 2025 | +252,400 | Add 69.59% | 615,100 | $65.57 |
| Q1 2025 | +117,200 | Add 47.74% | 362,700 | $65.36 |
| Q4 2024 | +201,700 | Add 460.50% | 245,500 | $68.21 |
| Q3 2024 | -367,400 | Reduce 89.35% | 43,800 | $89.83 |
| Q2 2024 | +5,600 | Add 1.38% | 411,200 | $81.78 |
| Q1 2024 | +208,600 | Add 105.89% | 405,600 | $89.46 |
| Q4 2023 | -77,300 | Reduce 28.18% | 197,000 | $82.44 |
| Q3 2023 | +74,100 | Add 37.01% | 274,300 | $66.13 |
| Q2 2023 | +200,200 | New Buy | 200,200 | $0.07 |
| Q1 2023 | -15,400 | Sold Out | 0 | $0.00 |
| Q4 2022 | -95,700 | Reduce 86.14% | 15,400 | $0.06 |
| Q3 2022 | -296,000 | Reduce 72.71% | 111,100 | $48.58 |
| Q2 2022 | -64,800 | Reduce 13.73% | 407,100 | $54.68 |
| Q1 2022 | +462,900 | Add 5143.33% | 471,900 | $63.89 |
| Q4 2021 | -309,700 | Reduce 97.18% | 9,000 | $85.89 |
| Q3 2021 | -173,400 | Reduce 35.24% | 318,700 | $61.07 |
| Q2 2021 | +8,200 | Add 1.69% | 492,100 | $72.06 |
| Q1 2021 | +277,500 | Add 134.45% | 483,900 | $67.61 |
| Q4 2020 | +101,400 | Add 96.57% | 206,400 | $54.82 |
| Q3 2020 | +30,700 | Add 41.32% | 105,000 | $52.80 |
| Q2 2020 | +64,200 | Add 635.64% | 74,300 | $47.12 |
| Q1 2020 | +10,100 | New Buy | 10,100 | $37.82 |
| Q1 2019 | -262,000 | Sold Out | 0 | $0.00 |
| Q4 2018 | -12,200 | Reduce 4.45% | 262,000 | $42.70 |
| Q3 2018 | +55,500 | Add 25.38% | 274,200 | $53.37 |
| Q2 2018 | +218,700 | New Buy | 218,700 | $59.15 |
| Q4 2017 | -145,100 | Sold Out | 0 | $0.00 |
| Q3 2017 | +9,400 | Add 6.93% | 145,100 | $59.43 |
| Q2 2017 | -118,500 | Reduce 46.62% | 135,700 | $56.33 |
| Q1 2017 | +254,200 | New Buy | 254,200 | $51.16 |
| Q3 2016 | -180,800 | Sold Out | 0 | $0.00 |
| Q2 2016 | -321,200 | Reduce 63.98% | 180,800 | $44.05 |
| Q1 2016 | +184,800 | Add 58.26% | 502,000 | $38.16 |
| Q4 2015 | +258,200 | Add 437.63% | 317,200 | $38.30 |
| Q3 2015 | -254,600 | Reduce 81.19% | 59,000 | $32.59 |
| Q2 2015 | -515,400 | Reduce 62.17% | 313,600 | $35.99 |
| Q1 2015 | -216,000 | Reduce 20.67% | 829,000 | $32.83 |
| Q4 2014 | -61,200 | Reduce 5.53% | 1.04 M | $28.20 |
| Q3 2014 | -972,200 | Reduce 46.78% | 1.11 M | $23.64 |
| Q2 2014 | -148,864 | Reduce 6.68% | 2.08 M | $24.79 |
| Q1 2014 | +1.34 M | Add 150.03% | 2.23 M | $23.01 |
| Q4 2013 | +35,800 | Add 4.19% | 890,800 | $26.97 |
| Q3 2013 | -200,600 | Reduce 19.00% | 855,000 | $22.60 |
| Q2 2013 | +1.06 M | Add 0.00% | 1.06 M | $18.14 |
Renaissance Technologies (RenTech)'s A O Smith Corporation Investment FAQs
Renaissance Technologies (RenTech) first purchased A. O. Smith Corporation (AOS) in Q2 2013, acquiring 1,055,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held A. O. Smith Corporation (AOS) for 46 quarters since Q2 2013.
Renaissance Technologies (RenTech)'s largest addition to A. O. Smith Corporation (AOS) was in Q1 2014, adding 2,227,264 shares worth $51.25 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 632,700 shares of A. O. Smith Corporation (AOS), valued at approximately $42.31 M.
As of the Q4 2025 filing, A. O. Smith Corporation (AOS) represents approximately 0.07% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in A. O. Smith Corporation (AOS) was 2,227,264 shares, as reported at the end of Q1 2014.