STOCK TITAN

Vanguard Portfolio Management holds 7.11M A O Smith shares (AOS)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
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.
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
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.





831865209

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/28/2026

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.

Does Vanguard have voting control over A O Smith shares?

Vanguard reports sole voting power for 13,749 shares and no shared voting power. The filing distinguishes limited sole voting power from broader dispositive power over 7,113,001 shares managed by Vanguard entities and client accounts.

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.

What authority does Vanguard claim over the reported shares?

Vanguard claims sole dispositive power over 7,113,001 shares. The statement clarifies dispositive authority covers securities held by Vanguard funds and client accounts; other affiliates or subsidiaries with disaggregated ownership are not included in this count.