Among active 13F managers last quarter, 2 opened and 27 added, while 21 reduced; the largest holder to move was American Century Companies Inc (+5.5%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
533 tracked 13F filers disclose a position in AOS as of the latest SEC 13F filings, a combined $7.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 10.4M | $653.4M | ▲+31% Added · +2.5M sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 8.1M | $505.3M | ▲+9.5% Added · +700K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 7.3M | $457.0M | ▼−0.6% Reduced · −47K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 7.1M | $442.3M | ▼−0.7% Reduced · −48K sh | Q2 2026 | |
| 5 | State Street Corp | 6.6M | $412.8M | ▲+14% Added · +823K sh | Q2 2026 | |
| 6 | American Century Companies Inc | 4.2M | $278.0M | ▲+5.5% Added · +218K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 3.7M | $233.7M | ▼−5.3% Reduced · −208K sh | Q2 2026 | |
| 8 | Morgan Stanley | 3.6M | $236.1M | ▲+23% Added · +671K sh | Q1 2026 | |
| 9 | Impax Asset Management Group plc | 2.8M | $176.5M | ▼−34% Reduced · −1.5M sh | Q2 2026 | |
| 10 | ProShare Advisors LLC | 2.3M | $152.3M | ▼−1.5% Reduced · −35K sh | Q1 2026 | |
| 11 | First Trust Advisors LP | 2.2M | $143.0M | ▲+10% Added · +204K sh | Q1 2026 | |
| 12 | Earnest Partners LLC | 2.0M | $123.7M | ▼−2.7% Reduced · −56K sh | Q2 2026 | |
| 13 | Dimensional Fund Advisors LP | 2.0M | $129.2M | ▲+3.4% Added · +65K sh | Q1 2026 | |
| 14 | Bank Of America Corp | 1.7M | $111.3M | ▼−2.8% Reduced · −49K sh | Q1 2026 | |
| 15 | Madison Asset Management, LLC | 1.5M | $92.0M | ▲+28% Added · +324K sh | Q2 2026 | |
| 16 | Norges Bank | 1.5M | $97.1M | ▲+3.5% Added · +50K sh | Q4 2025 | |
| 17 | Bank of New York Mellon Corp | 1.4M | $94.0M | ▲+3.1% Added · +43K sh | Q1 2026 | |
| 18 | Sei Investments Co | 1.3M | $88.8M | ▲+0.4% Added · +5K sh | Q1 2026 | |
| 19 | Talaria Asset Management Pty Ltd | 1.2M | $75.3M | ▲+53% Added · +417K sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 1.2M | $78.7M | ▼−5.7% Reduced · −72K sh | Q1 2026 | |
| 21 | Northern Trust Corp | 1.2M | $77.9M | ▼−1.0% Reduced · −12K sh | Q1 2026 | |
| 22 | Sarasin & Partners LLP | 1.1M | $70.4M | ▼−6.5% Reduced · −78K sh | Q2 2026 | |
| 23 | Charles Schwab Investment Management Inc | 1.1M | $71.8M | ▼−1.3% Reduced · −14K sh | Q1 2026 | |
| 24 | Jones Financial Companies LLLP | 1.1M | $68.7M | ▲152× Added · +1.1M sh | Q1 2026 | |
| 25 | Boston Trust Walden Corp | 1.1M | $69.3M | ▼−2.4% Reduced · −26K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in AOS and 27 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 324 funds | $263.9B |
| Nvidia CorpNVDA | 315 funds | $389.2B |
| Apple IncAAPL | 312 funds | $294.7B |
| Amazon.com IncAMZN | 312 funds | $197.1B |
| Alphabet Inc-CL AGOOGL | 311 funds | $165.9B |
| Meta Platforms Inc-Class AMETA | 306 funds | $111.8B |
| Eli Lilly & CoLLY | 305 funds | $75.1B |
| JPMorgan Chase & CoJPM | 305 funds | $60.6B |
| Visa Inc-Class A SharesV | 302 funds | $61.5B |
| Broadcom IncAVGO | 301 funds | $153.4B |
| Alphabet Inc-CL CGOOG | 300 funds | $125.1B |
| Johnson & JohnsonJNJ | 297 funds | $46.3B |
Ranked by how many of AOS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AOS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2026 | Schuh Darrell W. | SVP; President & GM Lochinvar | Sell (S) | 1K | $82K |
| Aug 7, 2025 | Stern James F | Exec VP, General Counsel & Sec | Sell (S) | 17K | $1.2M |
| Jul 30, 2025 | Wheeler Kevin J. | Executive Chairman, Director | Sell (S) | 22K | $1.6M |
| Jul 29, 2025 | Smith Mark D | Director | Sell (S) | 2K | $171K |
| Feb 27, 2025 | Carver Samuel M. | SVP - Global Operations | Sell (S) | 3K | $230K |
| Feb 7, 2025 | Heideman Robert J | Senior VP, CTO | Sell (S) | 1K | $67K |
| Feb 7, 2025 | Karge Douglas Samuel | SVP - President NA Water Treat | Sell (S) | 419 | $28K |
| Aug 7, 2024 | Carver Samuel M. | SVP - Global Operations | Sell (S) | 15K | $1.2M |
| Jul 30, 2024 | Brown Ronald D | Director | Sell (S) | 4K | $311K |
| Mar 5, 2024 | Heideman Robert J | Senior VP, CTO | Sell (S) | 10K | $837K |
| Mar 4, 2024 | Rajendra Ajita G | Director | Sell (S) | 60K | $5.1M |
| Mar 1, 2024 | Rajendra Ajita G | Director | Sell (S) | 43K | $3.6M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 56 | 42 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AOS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AOS/capital-change-brief"
Use Arkolith's capital_change_brief for AOS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for AOS. Filings are public domain, sourced to SEC EDGAR.