Vanguard Portfolio Management holds 7.11M A O Smith shares (AOS)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
A O Smith Corp reports that Vanguard Portfolio Management beneficially owned 7,113,001 shares of Common Stock, representing 6.32% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and identifies affiliated Vanguard entities that hold or manage the securities on behalf of clients.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 7,113,001 shares
Percent of class: 6.32%
Sole voting power: 13,749 shares
+1 more
4 metrics
Beneficially owned shares
7,113,001 shares
Beneficial ownership as of 03/31/2026
Percent of class
6.32%
Percent of outstanding common stock as reported
Sole voting power
13,749 shares
Sole power to vote or to direct the vote
Sole dispositive power
7,113,001 shares
Sole power to dispose or direct disposition
Key Terms
Schedule 13G, Beneficial ownership, Dispositive power, Investment Company Act of 1940
4 terms
Schedule 13G regulatory
"Name of form: SCHEDULE 13G — beneficial ownership filing"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Amount beneficially owned: 7113001 (b) Percent of class: 6.32 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 7113001"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
FAQ
What stake does Vanguard hold in A O Smith (AOS)?
Vanguard Portfolio Management beneficially owned 7,113,001 shares (6.32%). The position is reported as of 03/31/2026 and reflects holdings managed or controlled by Vanguard affiliates and client funds where Vanguard exercises dispositive authority.
Are Vanguard's A O Smith holdings held on behalf of other investors?
Yes. The filing states the shares are held by Vanguard Portfolio Management and affiliates on behalf of funds and managed accounts, including investment companies under the Investment Company Act of 1940, which Vanguard manages or advises.