HEARTLAND ADVISORS INC

Position in AOS — Smith A O Corp

CIK 937394 MILWAUKEE, WI

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Position in AOS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,237,433

-$3,381,584 QoQ

Shares Held

83,505

-36.1% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#128

of 610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

HEARTLAND ADVISORS INC holds $58,407,614 across 8 Specialty Industrial Machinery names. AOS ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GTES	Gates Industrial Corp Ltd.	782,644	$21,890,552
2	DCI	DONALDSON Co INC	132,479	$11,892,639
3	IEX	Idex Corp /De/	26,726	$6,065,465
4	MIDD	MIDDLEBY Corp	40,521	$5,607,352
5	AOS	Smith A O Corp This page	83,505	$5,237,433
6	GNRC	Generac Holdings Inc.	16,153	$4,729,759
7	EPAC	Enerpac Tool Group Corp	70,402	$2,524,615
8	ITW	Illinois Tool Works Inc	1,700	$459,799

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	$5,237,433	83,505	-36.1%	Shares	Defined	2026-08-11
2026-03-31	$8,619,017	130,710	-7.7%	Shares	Defined	2026-05-06
2025-12-31	$9,466,395	141,543	-9.0%	Shares	Defined	2026-02-11
2025-09-30	$11,422,082	155,593	-8.8%	Shares	Defined	2025-11-07
2025-06-30	$11,188,799	170,639	+2.7%	Shares	Defined	2025-08-12
2025-03-31	$10,859,629	166,151	+60.4%	Shares	Defined	2025-05-07
2024-12-31	$7,065,123	103,579	-0.0%	Shares	Defined	2025-02-12
2024-09-30	$9,306,118	103,597	0.0%	Shares	Defined	2024-11-12
2024-06-30	$8,472,162	103,597	-1.9%	Shares	Defined	2024-08-08
2024-03-31	$9,448,854	105,621	+41.0%	Shares	Defined	2024-05-07
2023-12-31	$6,175,415	74,908	-12.0%	Shares	Defined	2024-02-08
2023-09-30	$5,628,192	85,108	0.0%	Shares	Defined	2023-11-08
2023-06-30	$6,194,160	85,108	-52.1%	Shares	Defined	2023-08-10
2023-03-31	$12,284,566	177,651	-2.7%	Shares	Defined	2023-05-11
2022-12-31	$10,454,542	182,644	+31.8%	Shares	Defined	2023-02-08
2022-09-30	$6,731,876	138,573	+44.1%	Shares	Defined	2022-11-10
2022-06-30	$5,259,669	96,190	+34.6%	Shares	Defined	2022-08-12
2022-03-31	$4,566,729	71,478	+17.7%	Shares	Defined	2022-05-12
2021-12-31	$5,214,529	60,740	-8.0%	Shares	Defined	2022-02-09
2021-09-30	$4,032,757	66,035	-0.1%	Shares	Defined	2021-11-09
2021-06-30	$4,763,166	66,100	-6.0%	Shares	Defined	2021-08-11
2021-03-31	$4,755,890	70,343	+2.9%	Shares	Defined	2021-05-12
2020-12-31	$3,746,563	68,343	+183.7%	Shares	Defined	2021-02-11
2020-09-30	$1,272,163	24,094	-1.4%	Shares	Defined	2020-11-12
2020-06-30	$1,151,895	24,446	+30.6%	Shares	Defined	2020-08-12
2020-03-31	$707,500	18,712	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.