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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 2,982 | $255.0K | 0.01% | −7,318−71.0% | Reduced |
| Ethic Inc. | 2,923 | $250.0K | 0.03% | +2,923 | New |
| CWM Advisors, LLC | 2,896 | $248.0K | 0.03% | +2,896 | New |
| 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 |
| 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 |
| Kelly Lawrence W & Associates Inc | 2,780 | $238.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,733 | $234.0K | 0.01% | −744−21.4% | Reduced |
| ACG Wealth | 2,697 | $231.0K | 0.03% | +2,697 | 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 |
| Mackenzie Financial Corp | 2,561 | $219.0K | 0.00% | +2,561 | New |
| Vestcor Inc | 2,487 | $213.0K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,423 | $207.0K | 0.13% | −528−17.9% | Reduced |
| Shelton Capital Management | 2,386 | $204.0K | 0.01% | +2,386 | New |
| Huntington National Bank | 2,000 | $172.0K | 0.00% | +711+55.2% | Added |
| Front Row Advisors LLC | 2,000 | $171.0K | 0.07% | 00.0% | Unchanged |
| Kepos Capital LP | 1,936 | $166.0K | 0.01% | −224−10.4% | Reduced |
| 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 |
| Advisors Asset Management, Inc. | 1,780 | $152.0K | 0.00% | +271+18.0% | Added |
| Leonteq Securities AG | 1,395 | $119.3K | 0.01% | −700−33.4% | Reduced |
| Allworth Financial LP | 1,397 | $119.0K | 0.00% | −221−13.7% | Reduced |
| Gables Capital Management Inc. | 1,250 | $107.0K | 0.07% | 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 |
| First Manhattan Co | 1,150 | $98.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 1,100 | $94.0K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,084 | $93.0K | 0.00% | +1+0.1% | Added |
| Public Employees Retirement System of Ohio | 1,032 | $88.0K | 0.00% | +65+6.7% | Added |
| Federated Hermes, Inc. | 1,012 | $87.0K | 0.00% | −251−19.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,003 | $85.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 964 | $82.0K | 0.01% | −81−7.8% | Reduced |
| Nisa Investment Advisors, LLC | 900 | $77.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 899 | $77.0K | 0.01% | +3+0.3% | Added |
| Pinnacle Bancorp, Inc. | 800 | $68.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 800 | $68.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 732 | $63.0K | 0.00% | +265+56.7% | Added |
| 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 |
| Sutton Wealth Advisors Inc. | 698 | $59.7K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 629 | $53.0K | 0.02% | +3+0.5% | Added |
| Whittier Trust Co | 610 | $52.0K | 0.00% | 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 |
| Anchor Investment Management, LLC | 586 | $50.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 600 | $50.0K | 0.00% | +7+1.2% | Added |
| Brown Brothers Harriman & Co | 564 | $48.0K | 0.00% | +564 | New |
| Salem Investment Counselors Inc | 500 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 482 | $38.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 388 | $33.0K | 0.00% | +8+2.1% | Added |
| Hexagon Capital Partners LLC | 363 | $31.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Koshinski Asset Management, Inc. | 300 | $25.7K | 0.00% | +300 | New |
| Quadrant Capital Group LLC | 293 | $25.0K | 0.00% | −19−6.1% | Reduced |
| Penserra Capital Management LLC | 282 | $24.0K | 0.00% | +26+10.2% | Added |
| Proffitt & Goodson Inc | 268 | $23.0K | 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 |
| Reilly Financial Advisors, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 193 | $17.0K | 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 |
| 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 |
| Sageworth Trust Co | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 133 | $11.0K | 0.00% | +39+41.5% | Added |
| Fieldpoint Private Securities, LLC | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Kowal Investment Group, LLC | 36 | $3.00K | 0.00% | +36 | New |
| 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 |
| Raffa Wealth Management, LLC | 14 | $1.20K | 0.00% | +1+7.7% | Added |
| 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 |