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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $160.83 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $50.6 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 58.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for A. O. Smith Corporation (AOS)
Major holders include Cliff Asness ($85.56 M), Renaissance Technologies (RenTech) ($42.31 M), Ray Dalio ($13.3 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.44 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $50.6 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited AOS. The total reported sell value was $20.59 M.
Yes, 0 managers opened new positions in AOS, and 5 increased their existing holdings. The total reported buy value was $71.19 M.
