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, Q4 2021
Institutional positions in American States Water Co as of Dec 31, 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
- 323
- +24 vs. Q3 2021
- Shares held
- 26.7M
- +534.6K (+2.0%) vs. Q3 2021
- Total value
- $2.76B
- +$521.9M (+23.3%) vs. Q3 2021
- New holders
- 57
- 106 more added
- Sold out
- 33
- 88 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 13 | $1.34K | 0.00% | −1−7.1% | Reduced |
| 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 |
| Gould Capital, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Sageworth Trust Co | 32 | $3.00K | 0.00% | −108−77.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $3.00K | 0.00% | −20−42.6% | Reduced |
| Signet Financial Management, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Fifth Third Bancorp | 39 | $4.00K | 0.00% | −12−23.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $5.00K | 0.00% | +46 | New |
| Kistler-Tiffany Companies, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 96 | $10.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $10.0K | 0.00% | +34+53.1% | Added |
| Sageworth Trust Co of South Dakota | 101 | $10.0K | 0.02% | +101 | New |
| Washington Trust Advisors, Inc. | 100 | $10.0K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 110 | $11.0K | 0.00% | +21+23.6% | Added |
| TCI Wealth Advisors, Inc. | 102 | $11.0K | 0.00% | +43+72.9% | Added |
| Lindbrook Capital, LLC | 119 | $12.0K | 0.00% | −14−10.5% | Reduced |
| Fieldpoint Private Securities, LLC | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 137 | $14.0K | 0.00% | +137 | New |
| EverSource Wealth Advisors, LLC | 142 | $14.0K | 0.00% | +142 | New |
| Brown, Lisle/Cummings, Inc. | 141 | $14.6K | 0.01% | +141 | New |
| Banque Cantonale Vaudoise | 158 | $16.0K | 0.00% | −13−7.6% | Reduced |
| Charter Oak Capital Management, LLC | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 174 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 168 | $18.0K | 0.00% | +6+3.7% | Added |
| South Dakota Investment Council | 193 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 204 | $21.0K | 0.00% | −1,641−88.9% | Reduced |
| Reilly Financial Advisors, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 242 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 278 | $29.0K | 0.01% | +278 | New |
| Federated Hermes, Inc. | 296 | $31.0K | 0.00% | −716−70.8% | Reduced |
| Clean Yield Group | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 300 | $31.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 304 | $31.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $31.0K | 0.06% | +300 | New |
| Koshinski Asset Management, Inc. | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 318 | $33.0K | 0.00% | +318 | New |
| Hexagon Capital Partners LLC | 363 | $38.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 383 | $40.0K | 0.03% | +366+2,152.9% | Added |
| Pflug Koory, LLC | 400 | $41.0K | 0.02% | −400−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 420 | $43.0K | 0.00% | −5,861−93.3% | Reduced |
| Quadrant Capital Group LLC | 454 | $47.0K | 0.01% | +161+54.9% | Added |
| Brown Brothers Harriman & Co | 564 | $58.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 593 | $60.0K | 0.00% | −7−1.2% | Reduced |
| Anchor Investment Management, LLC | 586 | $60.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 600 | $62.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $63.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 607 | $63.0K | 0.00% | +107+21.4% | Added |
| TAP Consulting, LLC | 615 | $64.0K | 0.01% | +615 | New |
| Hudock, Inc. | 631 | $65.0K | 0.02% | +2+0.3% | Added |
| RWM Asset Management, LLC | 643 | $67.0K | 0.01% | +43+7.2% | Added |
| Covestor Ltd | 664 | $69.0K | 0.10% | +664 | New |
| Allworth Financial LP | 673 | $70.0K | 0.00% | −724−51.8% | Reduced |
| Harbour Investments, Inc. | 680 | $70.0K | 0.00% | −404−37.3% | Reduced |
| Sutton Wealth Advisors Inc. | 707 | $73.1K | 0.02% | +9+1.3% | Added |
| Versant Capital Management, Inc | 719 | $74.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $83.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 820 | $84.8K | 0.00% | −960−53.9% | Reduced |
| Simplex Trading, LLC | 826 | $85.0K | 0.00% | +826 | New |
| AdvisorNet Financial, Inc | 901 | $93.0K | 0.01% | +2+0.2% | Added |
| Umb Bank N A | 900 | $93.0K | 0.00% | +900 | New |
| Signaturefd, LLC | 923 | $95.0K | 0.00% | +191+26.1% | Added |
| Jones Financial Companies LLLP | 985 | $102.0K | 0.00% | +985 | New |
| Castleview Partners, LLC | 10,550 | $102.0K | 0.00% | +10,550 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,003 | $103.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $103.0K | 0.00% | +1,000 | New |
| Public Employees Retirement System of Ohio | 1,039 | $107.0K | 0.00% | +7+0.7% | Added |
| Alaethes Wealth LLC | 1,100 | $114.0K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $118.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,201 | $124.0K | 0.00% | −799−40.0% | Reduced |
| Hoertkorn Richard Charles | 1,200 | $124.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,205 | $124.0K | 0.01% | +1+0.1% | Added |
| CWM, LLC | 1,211 | $125.0K | 0.00% | +1,211 | New |
| Gables Capital Management Inc. | 1,250 | $129.0K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 1,331 | $138.0K | 0.00% | −1,156−46.5% | Reduced |
| Leonteq Securities AG | 1,395 | $144.3K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,982 | $205.0K | 0.06% | +1,982 | New |
| Venturi Wealth Management, LLC | 1,985 | $205.0K | 0.02% | +1,985 | New |
| Front Row Advisors LLC | 2,000 | $207.0K | 0.08% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 2,000 | $207.0K | 0.00% | +2,000 | New |
| Trust Co of Vermont | 2,000 | $207.0K | 0.01% | +2,000 | New |
| Rede Wealth, LLC | 2,000 | $207.0K | 0.10% | +2,000 | New |
| Commerce Bank | 2,084 | $215.0K | 0.00% | +2,084 | New |
| Kingsview Wealth Management, LLC | 2,095 | $217.0K | 0.01% | +2,095 | New |