Bessemer Group Inc reports 8.24% increase in ownership of AOS / A. O. Smith Corporation

A. O. Smith Corporation

US ˙ NYSE ˙ US8318652091

Security	AOS / A. O. Smith Corporation
Institution	Bessemer Group Inc
Latest Disclosed Ownership	3,692 shares
Latest Disclosed Value	$ 243

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 3,692 shares of A. O. Smith Corporation (US:AOS) valued at $243,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,411 shares of A. O. Smith Corporation. The current value of the position is $211,182 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-06	2026-03-31	13F	SMITH A O	SC	831865209	3,692	281	8.24	0		0.0004
2026-02-05	2025-12-31	13F	SMITH A O	SC	831865209	3,411	-574	-14.40	0		0.0003
2025-11-05	2025-09-30	13F	SMITH A O	SC	831865209	3,985	100	2.57	0		0.0004
2025-08-01	2025-06-30	13F	SMITH A O	SC	831865209	3,885	-4,077	-51.21	0		0.0004
2025-04-23	2025-03-31	13F	SMITH A O	SC	831865209	7,962	-23,507	-74.70	1	-100.00	0.0009
2025-02-13	2024-12-31	13F	SMITH A O	SC	831865209	31,469	-669	-2.08	2	0.00	0.0035
2024-11-12	2024-09-30	13F	SMITH A O	SC	831865209	32,138	2,575	8.71	3	0.00	0.0048
2024-08-13	2024-06-30	13F	SMITH A O	SC	831865209	29,563	-755,018	-96.23	2	-97.14	0.0043
2024-08-13	2024-03-31	13F/A-1	SMITH A O	SC	831865209	784,581	-312,732	-28.50	70	-22.22	0.1269
2024-05-13	2024-03-31	13F	SMITH A O	SC	831865209	784,581	-312,732		70		0.1269
2024-02-09	2023-12-31	13F	SMITH A O	SC	831865209	1,097,313	-214,367	-16.34	90	4.65	0.1762
2023-11-13	2023-09-30	13F	SMITH A O	SC	831865209	1,311,680	-369,197	-21.96	87	-29.51	0.1904
2023-08-10	2023-06-30	13F	SMITH A O	SC	831865209	1,680,877	-340,702	-16.85	122	-12.23	0.2596
2023-05-10	2023-03-31	13F	SMITH A O	SC	831865209	2,021,579	2,794	0.14	140	20.87	0.3318
2023-02-13	2022-12-31	13F	SMITH A O	SC	831865209	2,018,785	-22,037	-1.08	116	-99.88	0.2815
2022-11-09	2022-09-30	13F	SMITH A O	SC	831865209	2,040,822	-4,427	-0.22	99,144	-11.35	0.2587
2022-08-10	2022-06-30	13F	SMITH A O	SC	831865209	2,045,249	146,242	7.70	111,834	-7.83	0.2789
2022-05-12	2022-03-31	13F	SMITH A O	SC	831865209	1,899,007	47,707	2.58	121,328	-23.66	0.2545
2022-01-27	2021-12-31	13F	SMITH A O	SC	831865209	1,851,300	51,952	2.89	158,934	44.64	0.3185
2021-11-12	2021-09-30	13F	SMITH A O	SC	831865209	1,799,348	26,308	1.48	109,886	-13.99	0.2343
2021-08-06	2021-06-30	13F	SMITH A O	SC	831865209	1,773,040	-223,261	-11.18	127,766	-5.34	0.2773
2021-05-13	2021-03-31	13F	SMITH A O	SC	831865209	1,996,301	-470,941	-19.09	134,970	-0.21	0.3234
2021-02-09	2020-12-31	13F	SMITH A O	SC	831865209	2,467,242	16,203	0.66	135,253	4.51	0.3574
2020-11-12	2020-09-30	13F	SMITH A O	SC	831865209	2,451,039	-17,776	-0.72	129,416	11.25	0.3825
2020-08-05	2020-06-30	13F	SMITH A O	SC	831865209	2,468,815	400,131	19.34	116,332	48.73	0.3672
2020-04-30	2020-03-31	13F	SMITH A O	SC	831865209	2,068,684	159,488	8.35	78,218	-14.00	0.3150
2020-02-04	2019-12-31	13F	SMITH A O	SC	831865209	1,909,196	187,587	10.90	90,956	10.74	0.2944
2019-11-07	2019-09-30	13F	SMITH A O	SC	831865209	1,721,609	-183,045	-9.61	82,138	-8.56	0.2932
2019-07-19	2019-06-30	13F	SMITH A O	SC	831865209	1,904,654	607,109	46.79	89,824	29.83	0.3026
2019-05-13	2019-03-31	13F	SMITH A O	SC	831865209	1,297,545	1,292,944	28,101.37	69,186	35,198.98	0.2656
2019-05-21	2018-12-31	13F/A-1	SMITH A O	SC	831865209	4,601	-15,004	-76.53	196	-81.28	0.0009
2019-02-12	2018-12-31	13F	SMITH A O	SC	831865209	4,601	-15,004		196		0.0009
2018-11-06	2018-09-30	13F	SMITH A O	SC	831865209	19,605	-1,292	-6.18	1,047	-15.29	0.0039
2018-07-25	2018-06-30	13F	SMITH A O	SC	831865209	20,897	0	0.00	1,236	-7.00	0.0048
2018-05-10	2018-03-31	13F	SMITH A O	SC	831865209	20,897	1,636	8.49	1,329	12.63	0.0052
2018-01-30	2017-12-31	13F	SMITH A O	SC	831865209	19,261	2,090	12.17	1,180	15.57	0.0046
2017-11-03	2017-09-30	13F	SMITH A O	SC	831865209	17,171	4,359	34.02	1,021	41.61	0.0041
2017-07-27	2017-06-30	13F	SMITH A O	SC	831865209	12,812	8,746	215.10	721	246.63	0.0029
2017-05-12	2017-03-31	13F	SMITH A O	SC	831865209	4,066	-35	-0.85	208	7.22	0.0009
2017-02-07	2016-12-31	13F	SMITH A O	SC	831865209	4,101	405	10.96	194	-46.85	0.0009
2016-11-10	2016-09-30	13F	SMITH A O	SC	831865209	3,696	-3	-0.08	365	11.96	0.0018
2016-08-11	2016-06-30	13F	SMITH A O	SC	831865209	3,699	-1,200	-24.49	326	-12.83	0.0018
2016-05-11	2016-03-31	13F	SMITH A O	SC	831865209	4,899	-53	-1.07	374	-1.32	0.0021
2016-02-12	2015-12-31	13F	SMITH A O	SC	831865209	4,952	-2	-0.04	379	17.34	0.0021
2015-11-16	2015-09-30	13F	SMITH A O	SC	831865209	4,954	0	0.00	323	-9.27	0.0018
2015-08-14	2015-06-30	13F	SMITH A O	SC	831865209	4,954	-2	-0.04	356	9.20	0.0019
2015-06-18	2015-03-31	13F/A-1	SMITH A O	SC	831865209	4,956	-6	-0.12	326	16.43	0.0017
2015-05-14	2015-03-31	13F	SMITH A O	SC	831865209	4,956			326
2015-02-17	2014-12-31	13F	SMITH A O	SC	831865209	4,962	4,796	2,889.16	280	3,400.00	0.0015
2014-12-11	2014-09-30	13F/A-1	SMITH A O	SC	831865209	166	0	0.00	8	0.00	0.0000
2014-11-13	2014-09-30	13F	SMITH A O	SC	831865209	166	0		8		0.0001
2014-08-13	2014-06-30	13F	SMITH A O	SC	831865209	166	0	0.00	8	0.00	0.0000
2014-05-14	2014-03-31	13F	SMITH A O	SC	831865209	166	-9	-5.14	8	-11.11	0.0001
2014-02-18	2013-12-31	13F	SMITH A O	SC	831865209	175	-85	-32.69	9	-25.00	0.0001
2013-11-08	2013-09-30	13F	SMITH A O	SC	831865209	260	-8	-2.99	12	20.00	0.0001
2013-08-14	2013-06-30	13F	SMITH A O	SC	831865209	268	268		10		0.0001

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.