STIFEL FINANCIAL CORP

Position in AOS — Smith A O Corp

CIK 720672 ST. LOUIS, MO

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Position in AOS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,323,262

+$456,537 QoQ

Shares Held

276,200

+8.0% QoQ

Ownership

0.203%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#68

of 610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 4% None 2%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $2,615,001,489 across 46 Specialty Industrial Machinery names. AOS ranks #14 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	1,423,712	$606,672,155
2	CMI	Cummins Inc	593,509	$423,296,550
3	ITW	Illinois Tool Works Inc	1,520,367	$411,213,659
4	GEV	GE Vernova Inc.	322,868	$379,324,696
5	PH	Parker-Hannifin Corp	263,373	$257,610,396
6	EMR	Emerson Electric Co	817,399	$117,010,664
7	ROK	Rockwell Automation, Inc	216,168	$107,020,451
8	NDSN	Nordson Corp	120,159	$36,250,767

All Filings in AOS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,323,262	276,200	+8.0%	Shares	Defined	2026-08-12
2026-03-31	$16,866,725	255,789	+2.4%	Shares	Defined	2026-05-12
2025-12-31	$16,712,642	249,890	+32.7%	Shares	Defined	2026-02-13
2025-09-30	$13,828,535	188,374	-24.9%	Shares	Defined	2025-11-12
2025-06-30	$16,457,937	250,998	+3.6%	Shares	Defined	2025-08-14
2025-03-31	$15,833,459	242,250	-2.7%	Shares	Defined	2025-05-14
2024-12-31	$16,978,217	248,911	-2.1%	Shares	Defined	2025-02-13
2024-09-30	$22,845,834	254,323	+1.4%	Shares	Defined	2024-11-14
2024-06-30	$20,510,831	250,805	+204.6%	Shares	Defined	2024-08-13
2024-03-31	$7,365,330	82,331	-11.8%	Shares	Defined	2024-05-14
2023-12-31	$7,696,186	93,355	-0.4%	Shares	Defined	2024-02-12
2023-09-30	$6,200,480	93,762	-0.4%	Shares	Defined	2023-11-13
2023-06-30	$6,852,818	94,158	-0.9%	Shares	Defined	2023-08-14
2023-03-31	$6,573,259	95,058	+3.5%	Shares	Defined	2023-05-12
2022-12-31	$5,258,237	91,863	+15.0%	Shares	Defined	2023-02-13
2022-09-30	$3,880,764	79,884	+0.6%	Shares	Defined	2022-11-14
2022-06-30	$4,342,192	79,411	-4.0%	Shares	Defined	2022-08-15
2022-03-31	$5,283,319	82,694	-16.6%	Shares	Defined	2022-05-13
2021-12-31	$8,513,229	99,164	-2.7%	Shares	Defined	2022-02-14
2021-09-30	$6,226,879	101,963	-2.3%	Shares	Defined	2021-11-15
2021-06-30	$7,516,937	104,315	-29.9%	Shares	Defined	2021-08-13
2021-03-31	$10,063,138	148,841	+4.0%	Shares	Defined	2021-05-14
2020-12-31	$7,845,508	143,114	+3.9%	Shares	Defined	2021-02-12
2020-09-30	$7,272,142	137,730	-4.2%	Shares	Defined	2020-11-16
2020-06-30	$6,774,816	143,778	+11.0%	Shares	Defined	2020-08-14
2020-03-31	$4,898,888	129,566	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.