AOS
A. O. Smith CorporationMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $77 | $57 | -27% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $77 | $57 | -26% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $77 | $57 | -26% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $77 | $57 | -26% |
| Two Sigma Investments re-entered | Q2 2025(8Q snapshot) | 4Q | $68 | $57 | -17% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 4× in & out | Q4 2025 | Q2 2026 | → $56 | -14% |
| D.E. Shaw | Q3 2024 | Q1 2026 | → $79 | +3% |
| Point72 Asset Management | Q2 2025 | Q1 2026 | → $79 | +16% |
| Maverick Capital 4× in & out | Q3 2020 | Q4 2021 | → $75 | +68% |
| Viking Global Investors | Q3 2019 | Q4 2019 | → $46 | +16% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SMITH A O CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 1, 2026 — the most recent Form 4 on file — not from today.
- Form 4/Aamend0001930489-26-000004May 1, 2026
- Form 40001930489-26-000002Apr 15, 2026
- Form 40000091142-26-000074Apr 15, 2026
- Form 40000091142-26-000072Apr 15, 2026
- Form 40000091142-26-000070Apr 15, 2026
- Form 40001503349-26-000003Apr 15, 2026
- Form 40000091142-26-000068Apr 15, 2026
- Form 40001181629-26-000004Apr 15, 2026
- Form 40001575676-26-000002Apr 15, 2026
- Form 40000091142-26-000066Mar 4, 2026
- Form 4/Aamend0000091142-26-000064Mar 4, 2026
- Form 40000091142-26-000060Feb 24, 2026
- Form 40000091142-26-000058Feb 17, 2026
- Form 40000091142-26-000056Feb 17, 2026
- Form 40000091142-26-000054Feb 17, 2026
Fundamentals
XBRL · A. O. Smith CorporationAnnual figures sourced directly from A. O. Smith Corporation's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SMITH A O CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 19, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KMaterial eventApr 17, 2026
- DEF 14AProxy statementMar 4, 2026
- 10-KAnnual reportFeb 10, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventJan 6, 2026
- 8-KMaterial eventNov 12, 2025
- 10-QQuarterly reportOct 28, 2025
- 8-KMaterial eventOct 28, 2025
- 8-KMaterial eventAug 28, 2025
- 10-QQuarterly reportJul 24, 2025
- 8-KMaterial eventJul 24, 2025
- 10-QQuarterly reportApr 29, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q1 2026 | open | $79 | $57 | -28% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $65 | $56 | -14% |
| Two Sigma Investments | Q2 2025 | Q4 2025 | $68 | $64 | -6% |
| Point72 Asset Management | Q2 2025 | Q1 2026 | $68 | $79 | +16% |
| Citadel Advisors | Q3 2024 | open | $77 | $57 | -26% |
| D.E. Shaw | Q3 2024 | Q1 2026 | $77 | $79 | +3% |
| AQR Capital Management | Q3 2024 | open | $77 | $57 | -26% |
| Millennium Management | Q3 2024 | open | $77 | $57 | -26% |
| Renaissance Technologies | Q3 2024 | open | $77 | $57 | -27% |
| Bridgewater Associates | Q4 2023 | Q1 2025 | $70 | $64 | -8% |
| Bridgewater Associates | Q2 2021 | Q4 2022 | $65 | $56 | -15% |
| Maverick Capital | Q3 2020 | Q4 2021 | $45 | $75 | +68% |
| Maverick Capital | Q1 2020 | Q2 2020 | $39 | $36 | -8% |
| Bridgewater Associates | Q1 2020 | Q1 2021 | $39 | $55 | +40% |
| Viking Global Investors | Q3 2019 | Q4 2019 | $40 | $46 | +16% |
| Maverick Capital | Q1 2017 | Q2 2017 | $42 | $46 | +9% |
| Maverick Capital | Q4 2015 | Q4 2016 | $32 | $40 | +25% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.