American States Water Co
AWR- Exchange
- NYSE
- Industry
- Water Supply
- SEC CIK
- 0001056903
In the last 90 days, American States Water Co insiders filed 0 open-market purchases and 2 sales; 410 institutions reported holding it in 13F filings for Q2 2026, worth $2.73B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in American States Water Co as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 303
- +22 vs. Q2 2021
- Shares held
- 26.2M
- +1.19M (+4.7%) vs. Q2 2021
- Total value
- $2.24B
- +$249.7M (+12.6%) vs. Q2 2021
- New holders
- 38
- 110 more added
- Sold out
- 16
- 87 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AWR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 410 | $2.73B |
| Q1 2026 | 377 | $2.40B |
| Q4 2025 | 361 | $2.29B |
| Q3 2025 | 368 | $2.28B |
| Q2 2025 | 360 | $2.32B |
| Q1 2025 | 356 | $2.37B |
| Q4 2024 | 345 | $2.33B |
| Q3 2024 | 343 | $2.42B |
| Q2 2024 | 338 | $2.06B |
| Q1 2024 | 335 | $2.03B |
| Q4 2023 | 360 | $2.24B |
| Q3 2023 | 343 | $2.18B |
| Q2 2023 | 324 | $2.44B |
| Q1 2023 | 321 | $2.46B |
| Q4 2022 | 321 | $2.58B |
| Q3 2022 | 311 | $2.16B |
| Q2 2022 | 318 | $2.20B |
| Q1 2022 | 329 | $2.41B |
| Q4 2021 | 323 | $2.76B |
| Q3 2021 | 303 | $2.24B |
| Q2 2021 | 284 | $2.07B |
| Q1 2021 | 285 | $1.98B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 7 | $599 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| USA Financial Portformulas Corp | 17 | $1.00K | 0.00% | +17 | New |
| Meridian Wealth Partners, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 14 | $1.20K | 0.00% | +1+7.7% | Added |
| Lazard Asset Management LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Fifth Third Bancorp | 51 | $4.00K | 0.00% | −64−55.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 47 | $4.00K | 0.00% | −6−11.3% | Reduced |
| Glassman Wealth Services | 50 | $4.00K | 0.00% | +12+31.6% | Added |
| Kistler-Tiffany Companies, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $5.00K | 0.00% | +64 | New |
| Fuller & Thaler Asset Management, Inc. | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 96 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 93 | $8.00K | 0.00% | +20+27.4% | Added |
| Washington Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 133 | $11.0K | 0.00% | +39+41.5% | Added |
| Sageworth Trust Co | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 161 | $13.0K | 0.00% | −8−4.7% | Reduced |
| Charter Oak Capital Management, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 171 | $15.0K | 0.00% | −295−63.3% | Reduced |
| Gradient Investments LLC | 174 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 162 | $15.0K | 0.00% | +8+5.2% | Added |
| Reilly Financial Advisors, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 193 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 242 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 250 | $21.0K | 0.00% | +250 | New |
| PEAK6 Investments LLC | 246 | $21.0K | 0.00% | +246 | New |
| Proffitt & Goodson Inc | 268 | $23.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 282 | $24.0K | 0.00% | +26+10.2% | Added |
| Quadrant Capital Group LLC | 293 | $25.0K | 0.00% | −19−6.1% | Reduced |
| Koshinski Asset Management, Inc. | 300 | $25.7K | 0.00% | +300 | New |
| Clean Yield Group | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 304 | $26.0K | 0.00% | +300+7,500.0% | Added |
| Antonetti Capital Management LLC | 300 | $26.0K | 0.02% | +300 | New |
| Hexagon Capital Partners LLC | 363 | $31.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 388 | $33.0K | 0.00% | +8+2.1% | Added |
| Firestone Capital Management | 482 | $38.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 564 | $48.0K | 0.00% | +564 | New |
| Rockefeller Capital Management L.P. | 600 | $50.0K | 0.00% | +7+1.2% | Added |
| Anchor Investment Management, LLC | 586 | $50.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 600 | $51.0K | 0.00% | −250−29.4% | Reduced |
| RWM Asset Management, LLC | 600 | $51.0K | 0.01% | +600 | New |
| Whittier Trust Co | 610 | $52.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 629 | $53.0K | 0.02% | +3+0.5% | Added |
| Sutton Wealth Advisors Inc. | 698 | $59.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 719 | $61.0K | 0.02% | −11−1.5% | Reduced |
| Ci Investments Inc. | 717 | $61.0K | 0.00% | +45+6.7% | Added |
| Signaturefd, LLC | 732 | $63.0K | 0.00% | +265+56.7% | Added |
| Pinnacle Bancorp, Inc. | 800 | $68.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 800 | $68.0K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 900 | $77.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 899 | $77.0K | 0.01% | +3+0.3% | Added |
| Arkadios Wealth Advisors | 964 | $82.0K | 0.01% | −81−7.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,003 | $85.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,012 | $87.0K | 0.00% | −251−19.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,032 | $88.0K | 0.00% | +65+6.7% | Added |
| Harbour Investments, Inc. | 1,084 | $93.0K | 0.00% | +1+0.1% | Added |
| Alaethes Wealth LLC | 1,100 | $94.0K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $98.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,200 | $103.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,204 | $103.0K | 0.01% | +1,204 | New |
| Gables Capital Management Inc. | 1,250 | $107.0K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 1,397 | $119.0K | 0.00% | −221−13.7% | Reduced |
| Leonteq Securities AG | 1,395 | $119.3K | 0.01% | −700−33.4% | Reduced |
| Advisors Asset Management, Inc. | 1,780 | $152.0K | 0.00% | +271+18.0% | Added |
| Ellevest, Inc. | 1,845 | $158.0K | 0.02% | +1,309+244.2% | Added |
| US Asset Management LLC | 1,847 | $158.0K | 0.15% | +1,847 | New |
| Kepos Capital LP | 1,936 | $166.0K | 0.01% | −224−10.4% | Reduced |
| Front Row Advisors LLC | 2,000 | $171.0K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 2,000 | $172.0K | 0.00% | +711+55.2% | Added |
| Shelton Capital Management | 2,386 | $204.0K | 0.01% | +2,386 | New |
| Sustainable Insight Capital Management, LLC | 2,423 | $207.0K | 0.13% | −528−17.9% | Reduced |
| Vestcor Inc | 2,487 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,561 | $219.0K | 0.00% | +2,561 | New |
| Resources Investment Advisors, LLC. | 2,600 | $222.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,590 | $222.0K | 0.01% | +47+1.8% | Added |
| ACG Wealth | 2,697 | $231.0K | 0.03% | +2,697 | New |
| Wedbush Securities Inc | 2,733 | $234.0K | 0.01% | −744−21.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,780 | $238.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,802 | $240.0K | 0.04% | +11+0.4% | Added |
| CIBC Asset Management Inc | 2,808 | $240.0K | 0.00% | +60+2.2% | Added |
| Wealthfront Advisers LLC | 2,885 | $247.0K | 0.00% | −71−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,893 | $247.0K | 0.01% | 00.0% | Unchanged |