Guru Ownership Trend
Guru Analysis for A. O. Smith Corporation (AOS)
A. O. Smith Corporation (AOS), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $119.18 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $23.48 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 135.1%. Conversely, Cliff Asness reduced exposure by 23.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for A. O. Smith Corporation (AOS)
Major holders include Cliff Asness ($63.02 M), Renaissance Technologies (RenTech) ($49.09 M), Joel Greenblatt ($19 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.08 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $23.48 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited AOS. The total reported sell value was $41.77 M.
Yes, 0 managers opened new positions in AOS, and 2 increased their existing holdings. The total reported buy value was $18.29 M.