Explore more topics
Public ownership evidence

A.O. Smith Corporation (AOS) Ownership Disclosures

Read AOS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-11-062026-11-05Wheeler Kevin J.S14,675Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-05 and its public availability date is 2026-11-06. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

Recent Form 4 activity

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-11-062026-11-05Wheeler Kevin J.S14,675Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-299$564None
Cornerstone Financial Management LLC2026-03-312026-08-298$528None
Cornerstone Financial Management LLC2025-12-312026-08-298$535None
Corient Private Wealth LP2026-06-302026-08-2831,556$1,979,200None
Formuepleje A/S2026-03-312026-08-2831,145$2,053,701None
Formuepleje A/S2025-12-312026-08-28569,905$38,115,246None
Formuepleje A/S2025-09-302026-08-28541,174$39,727,583None
Formuepleje A/S2025-06-302026-08-2826,226$1,714,131None
Formuepleje A/S2025-03-312026-08-2826,226$1,714,131None
Formuepleje A/S2019-12-312026-08-2820,500$976,620None
Formuepleje A/S2019-09-302026-08-2815,688$748,474None
Formuepleje A/S2019-06-302026-08-2815,688$739,846None
Formuepleje A/S2019-03-312026-08-2811,530$614,780None
Formuepleje A/S2018-12-312026-08-2810,180$434,686None
Principia Wealth Advisory, LLC2026-06-302026-08-276$376None
Principia Wealth Advisory, LLC2026-03-312026-08-2718$1,187None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2630,940$2,040,184None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-268,740$548,173None
CARLSON FINANCIAL, INC.2026-06-302026-08-255,758$361,248None
CARLSON FINANCIAL, INC.2026-03-312026-08-256,644$438,106None
CARLSON FINANCIAL, INC.2025-12-312026-08-256,901$461,532None
CYBER HORNET ETFs LLC2026-06-302026-08-25307$19,255None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25130,307$8,172,855None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-258,172,855$130,307,000None
Assenagon Asset Management S.A.2026-06-302026-08-22489,264$30,686,638None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2041,938$2,630,374None
Advisors Asset Management, Inc.2019-03-312026-08-196,238$332,610None
Advisors Asset Management, Inc.2019-09-302026-08-191,358$64,790None
Advisors Asset Management, Inc.2019-06-302026-08-193,566$168,173None
Ensign Peak Advisors, Inc2026-03-312026-08-1913,188$869,617None
Ensign Peak Advisors, Inc2025-12-312026-08-195,791$387,302None
Ensign Peak Advisors, Inc2025-09-302026-08-1915,821$1,161,420None
Fulcrum Asset Management LLP2026-06-302026-08-19148$9,129None
Rakuten Investment Management, Inc.2026-06-302026-08-1911,871$732,203None
Parvin Asset Management, LLC2026-06-302026-08-1814,520$910,694None
Corient Private Wealth LP2026-06-302026-08-1831,871$1,999,386None
Empowered Funds, LLC2026-06-302026-08-1812,735$798,739None
Empowered Funds, LLC2026-06-302026-08-18312$19,569None
Empowered Funds, LLC2026-06-302026-08-1872$4,516None
Empowered Funds, LLC2026-06-302026-08-1819$1,192None
Transamerica Financial Advisors, LLC2026-06-302026-08-1867$4,202None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-184,819$302,248None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1834,605$2,170,426None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,783$112,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-15762$47,795None
STANCE CAPITAL LLC2026-06-302026-08-155,016$314,604None
STANCE CAPITAL LLC2026-06-302026-08-1536,741$2,304,396None
TORONTO DOMINION BANK2026-06-302026-08-1564,649$4,054,785None
SummitTX Capital, L.P.2026-06-302026-08-1566,075$4,144,224None
CAXTON ASSOCIATES LLP2026-06-302026-08-1512,105$759,226None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.