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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 2,103 | $218.0K | 0.01% | +2,103 | New |
| Essex Savings Bank | 2,152 | $223.0K | 0.08% | +2,152 | New |
| Humankind Investments LLC | 2,161 | $224.0K | 0.09% | +2,161 | New |
| Blair William & Co | 2,230 | $231.0K | 0.00% | +2,230 | New |
| Resource Management, LLC | 2,230 | $231.0K | 0.02% | +2,230 | New |
| Engineers Gate Manager LP | 2,240 | $232.0K | 0.01% | −1,682−42.9% | Reduced |
| GW Henssler & Associates Ltd | 2,322 | $240.0K | 0.02% | +2,322 | New |
| Shelton Capital Management | 2,386 | $247.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 2,398 | $248.0K | 0.04% | −299−11.1% | Reduced |
| Mackenzie Financial Corp | 2,393 | $248.0K | 0.00% | −168−6.6% | Reduced |
| Mercer Global Advisors Inc | 2,437 | $252.0K | 0.00% | +2,437 | New |
| Sustainable Insight Capital Management, LLC | 2,523 | $261.0K | 0.14% | +100+4.1% | Added |
| CWM Advisors, LLC | 2,562 | $265.0K | 0.03% | −334−11.5% | Reduced |
| Cetera Investment Advisers | 2,583 | $267.0K | 0.00% | +2,583 | New |
| Resources Investment Advisors, LLC. | 2,600 | $269.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,700 | $279.0K | 0.00% | +2,700 | New |
| Smith, Moore & Co. | 2,708 | $280.0K | 0.04% | −94−3.4% | Reduced |
| Wedbush Securities Inc | 2,738 | $283.0K | 0.01% | +5+0.2% | Added |
| CIBC Asset Management Inc | 2,774 | $287.0K | 0.00% | −34−1.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,780 | $288.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,865 | $296.0K | 0.01% | +275+10.6% | Added |
| JustInvest LLC | 2,863 | $296.0K | 0.02% | +2,863 | New |
| Wealthfront Advisers LLC | 2,877 | $297.0K | 0.00% | −8−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,893 | $299.0K | 0.01% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,000 | $310.0K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,000 | $310.0K | 0.07% | +3,000 | New |
| Amplius Wealth Advisors, LLC | 3,000 | $310.0K | 0.04% | +3,000 | New |
| Phoenix Holdings Ltd. | 3,082 | $317.0K | 0.01% | −217−6.6% | Reduced |
| Squarepoint Ops LLC | 3,063 | $317.0K | 0.00% | +3,063 | New |
| KBC Group NV | 3,072 | $318.0K | 0.00% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 3,221 | $333.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,300 | $341.0K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,438 | $355.0K | 0.00% | +3,438 | New |
| Cambridge Investment Research Advisors, Inc. | 3,493 | $361.0K | 0.00% | −478−12.0% | Reduced |
| Bridges Investment Management Inc | 3,500 | $362.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,511 | $363.0K | 0.00% | +163+4.9% | Added |
| Modera Wealth Management, LLC | 3,568 | $369.0K | 0.01% | +3,568 | New |
| Glen Eagle Advisors, LLC | 3,578 | $370.1K | 0.10% | +35+1.0% | Added |
| Hoylecohen, LLC | 3,600 | $372.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,645 | $377.0K | 0.01% | −106−2.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,452 | $383.0K | 0.24% | +4,452 | New |
| Gsa Capital Partners LLP | 3,732 | $386.0K | 0.05% | +3,732 | New |
| Kepos Capital LP | 3,908 | $404.0K | 0.03% | +1,972+101.9% | Added |
| Crossmark Global Holdings, Inc. | 3,980 | $412.0K | 0.01% | +560+16.4% | Added |
| O'Shares Investment Advisers, LLC | 4,000 | $414.0K | 0.03% | +90+2.3% | Added |
| Tudor Investment Corp Et Al | 4,059 | $420.0K | 0.01% | +4,059 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,076 | $422.0K | 0.14% | +4,076 | New |
| Freedom Day Solutions, LLC | 4,527 | $468.0K | 0.19% | −14−0.3% | Reduced |
| Sciencast Management LP | 4,610 | $471.0K | 0.08% | +4,610 | New |
| Cetera Advisor Networks LLC | 4,571 | $473.0K | 0.01% | +113+2.5% | Added |
| 6 Meridian | 4,647 | $481.0K | 0.04% | +39+0.8% | Added |
| US Bancorp | 4,777 | $494.0K | 0.00% | +10+0.2% | Added |
| Quantbot Technologies LP | 4,909 | $507.0K | 0.04% | −524−9.6% | Reduced |
| Ingalls & Snyder LLC | 4,935 | $510.0K | 0.02% | +980+24.8% | Added |
| Mutual of America Capital Management LLC | 5,047 | $522.0K | 0.01% | +123+2.5% | Added |
| Creative Financial Designs Inc | 5,337 | $552.0K | 0.08% | +158+3.1% | Added |
| Advisor Partners LLC | 5,337 | $553.0K | 0.03% | +2,115+65.6% | Added |
| Murphy Capital Management Inc | 5,380 | $556.0K | 0.06% | −24−0.4% | Reduced |
| First Republic Investment Management, Inc. | 5,493 | $568.0K | 0.00% | −86−1.5% | Reduced |
| Blankinship & Foster, LLC | 5,552 | $574.0K | 0.22% | −228−3.9% | Reduced |
| Kestra Advisory Services, LLC | 5,675 | $587.0K | 0.01% | +483+9.3% | Added |
| Susquehanna International Group, LLP | 5,788 | $599.0K | 0.00% | −6,403−52.5% | Reduced |
| Occudo Quantitative Strategies LP | 5,915 | $612.0K | 0.05% | −1,241−17.3% | Reduced |
| Financial Advisors Network, Inc. | 6,082 | $629.0K | 0.14% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,080 | $629.0K | 0.00% | −30.0% | Reduced |
| Shell Asset Management Co | 6,123 | $633.0K | 0.01% | +2,330+61.4% | Added |
| Lederer & Associates Investment Counsel | 6,205 | $642.0K | 0.37% | −500−7.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,287 | $650.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,439 | $666.0K | 0.02% | +459+7.7% | Added |
| Victory Capital Management Inc | 6,560 | $679.0K | 0.00% | −2,246−25.5% | Reduced |
| HSBC Holdings PLC | 6,616 | $679.0K | 0.00% | −902−12.0% | Reduced |
| American Portfolios Advisors | 6,621 | $684.8K | 0.02% | +3,581+117.8% | Added |
| WFA of San Diego, LLC | 6,625 | $685.0K | 0.40% | +6,625 | New |
| Paloma Partners Management Co | 6,731 | $696.0K | 0.02% | +6,731 | New |
| Virtue Capital Management, LLC | 6,750 | $698.0K | 0.10% | +845+14.3% | Added |
| Essex Financial Services, Inc. | 6,767 | $700.0K | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,782 | $702.0K | 0.00% | +763+12.7% | Added |
| Fruth Investment Management | 6,800 | $703.0K | 0.19% | 00.0% | Unchanged |
| King Wealth | 7,000 | $724.0K | 0.13% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,143 | $739.0K | 0.00% | +1,201+20.2% | Added |
| Krane Funds Advisors LLC | 7,462 | $772.0K | 0.02% | +237+3.3% | Added |
| Janus Henderson Group PLC | 7,490 | $775.0K | 0.00% | +3,767+101.2% | Added |
| Jacobi Capital Management LLC | 7,530 | $779.0K | 0.09% | +61+0.8% | Added |
| Handelsbanken Fonder AB | 7,800 | $807.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,826 | $810.0K | 0.00% | +849+12.2% | Added |
| First Pacific Financial | 7,870 | $814.0K | 0.39% | +105+1.4% | Added |
| Manchester Capital Management LLC | 8,106 | $838.0K | 0.11% | −5−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,181 | $846.0K | 0.21% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,300 | $855.1K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,577 | $887.0K | 0.02% | +1,117+15.0% | Added |
| Tortoise Index Solutions, LLC | 8,577 | $887.0K | 0.20% | +1,117+15.0% | Added |
| Envestnet Asset Management Inc | 8,581 | $888.0K | 0.00% | −994−10.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,745 | $905.0K | 0.18% | +10.0% | Added |
| ETF Managers Group, LLC | 9,088 | $936.0K | 0.02% | +432+5.0% | Added |
| Metropolitan Life Insurance Co | 9,148 | $946.3K | 0.01% | −427−4.5% | Reduced |
| Hancock Whitney Corp | 9,525 | $985.0K | 0.03% | −519−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,642 | $997.0K | 0.00% | +341+3.7% | Added |
| Arizona State Retirement System | 9,940 | $1.03M | 0.01% | −115−1.1% | Reduced |
| Panagora Asset Management Inc | 10,120 | $1.05M | 0.01% | −1,954−16.2% | Reduced |
| Franklin Resources Inc | 10,247 | $1.06M | 0.00% | +2,596+33.9% | Added |