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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.

Institutional holdersQ4 2021: 323 institutions
Q1 2021: 285 institutionsQ2 2021: 284 institutionsQ3 2021: 303 institutionsQ4 2021: 323 institutionsQ1 2022: 329 institutionsQ2 2022: 318 institutionsQ3 2022: 311 institutionsQ4 2022: 321 institutionsQ1 2023: 321 institutionsQ2 2023: 324 institutionsQ3 2023: 343 institutionsQ4 2023: 360 institutionsQ1 2024: 335 institutionsQ2 2024: 338 institutionsQ3 2024: 343 institutionsQ4 2024: 345 institutionsQ1 2025: 356 institutionsQ2 2025: 360 institutionsQ3 2025: 368 institutionsQ4 2025: 361 institutionsQ1 2026: 377 institutionsQ2 2026: 410 institutions
Value heldQ4 2021: $2.76B
Q1 2021: $1.98BQ2 2021: $2.07BQ3 2021: $2.24BQ4 2021: $2.76BQ1 2022: $2.41BQ2 2022: $2.20BQ3 2022: $2.16BQ4 2022: $2.58BQ1 2023: $2.46BQ2 2023: $2.44BQ3 2023: $2.18BQ4 2023: $2.24BQ1 2024: $2.03BQ2 2024: $2.06BQ3 2024: $2.42BQ4 2024: $2.33BQ1 2025: $2.37BQ2 2025: $2.32BQ3 2025: $2.28BQ4 2025: $2.29BQ1 2026: $2.40BQ2 2026: $2.73B
Institutions holding AWR and their total value by quarter
QuarterHoldersValue
Q2 2026410$2.73B
Q1 2026377$2.40B
Q4 2025361$2.29B
Q3 2025368$2.28B
Q2 2025360$2.32B
Q1 2025356$2.37B
Q4 2024345$2.33B
Q3 2024343$2.42B
Q2 2024338$2.06B
Q1 2024335$2.03B
Q4 2023360$2.24B
Q3 2023343$2.18B
Q2 2023324$2.44B
Q1 2023321$2.46B
Q4 2022321$2.58B
Q3 2022311$2.16B
Q2 2022318$2.20B
Q1 2022329$2.41B
Q4 2021323$2.76B
Q3 2021303$2.24B
Q2 2021284$2.07B
Q1 2021285$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.

Institutions holding AWR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Pendal Group Limited14,757$1.53M0.01%+10,821+274.9%Added
Maryland State Retirement & Pension System14,725$1.52M0.04%+193+1.3%Added
Oregon Public Employees Retirement Fund14,294$1.48M0.02%−600−4.0%Reduced
Independent Advisor Alliance14,163$1.47M0.07%−404−2.8%Reduced
Exchange Traded Concepts, LLC14,043$1.45M0.03%+243+1.8%Added
Weatherly Asset Management L. P.13,456$1.39M0.15%00.0%Unchanged
Algert Global LLC13,157$1.36M0.17%−980−6.9%Reduced
Alberta Investment Management Corp13,033$1.35M0.01%+13,033New
Mitsubishi UFJ Trust & Banking Corp12,661$1.31M0.00%−424−3.2%Reduced
MetLife Investment Management12,645$1.31M0.01%+451+3.7%Added
State Board of Administration of Florida Retirement System12,427$1.28M0.00%−2,226−15.2%Reduced
HighTower Advisors, LLC11,965$1.23M0.00%+252+2.2%Added
Advisor Group Holdings, Inc.11,881$1.23M0.00%+199+1.7%Added
Stifel Financial Corp11,832$1.22M0.00%+200+1.7%Added
Creative Planning11,818$1.22M0.00%+5,956+101.6%Added
Guggenheim Capital LLC11,292$1.17M0.01%−4,482−28.4%Reduced
Ashfield Capital Partners, LLC11,284$1.17M0.07%00.0%Unchanged
Everence Capital Management Inc11,210$1.16M0.09%+2,180+24.1%Added
AlphaCrest Capital Management LLC10,913$1.13M0.04%+1,950+21.8%Added
DuPont Capital Management Corp10,863$1.12M0.04%−4,332−28.5%Reduced
Blackhill Capital Inc10,800$1.12M0.10%00.0%Unchanged
Royce & Associates LP10,653$1.10M0.01%−3,994−27.3%Reduced
Teachers Retirement System of the State of Kentucky10,299$1.06M0.01%00.0%Unchanged
Franklin Resources Inc10,247$1.06M0.00%+2,596+33.9%Added
Panagora Asset Management Inc10,120$1.05M0.01%−1,954−16.2%Reduced
Arizona State Retirement System9,940$1.03M0.01%−115−1.1%Reduced
The PNC Financial Services Group, Inc.9,642$997.0K0.00%+341+3.7%Added
Hancock Whitney Corp9,525$985.0K0.03%−519−5.2%Reduced
Metropolitan Life Insurance Co9,148$946.3K0.01%−427−4.5%Reduced
ETF Managers Group, LLC9,088$936.0K0.02%+432+5.0%Added
Mission Creek Capital Partners, Inc.8,745$905.0K0.18%+10.0%Added
Envestnet Asset Management Inc8,581$888.0K0.00%−994−10.4%Reduced
Vident Investment Advisory, LLC8,577$887.0K0.02%+1,117+15.0%Added
Tortoise Index Solutions, LLC8,577$887.0K0.20%+1,117+15.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,300$855.1K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach8,181$846.0K0.21%00.0%Unchanged
Manchester Capital Management LLC8,106$838.0K0.11%−5−0.1%Reduced
First Pacific Financial7,870$814.0K0.39%+105+1.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,826$810.0K0.00%+849+12.2%Added
Handelsbanken Fonder AB7,800$807.0K0.00%00.0%Unchanged
Jacobi Capital Management LLC7,530$779.0K0.09%+61+0.8%Added
Janus Henderson Group PLC7,490$775.0K0.00%+3,767+101.2%Added
Krane Funds Advisors LLC7,462$772.0K0.02%+237+3.3%Added
Teacher Retirement System of Texas7,143$739.0K0.00%+1,201+20.2%Added
King Wealth7,000$724.0K0.13%00.0%Unchanged
Fruth Investment Management6,800$703.0K0.19%00.0%Unchanged
Van Eck Associates Corp6,782$702.0K0.00%+763+12.7%Added
Essex Financial Services, Inc.6,767$700.0K0.07%00.0%Unchanged
Virtue Capital Management, LLC6,750$698.0K0.10%+845+14.3%Added
Paloma Partners Management Co6,731$696.0K0.02%+6,731New
WFA of San Diego, LLC6,625$685.0K0.40%+6,625New
American Portfolios Advisors6,621$684.8K0.02%+3,581+117.8%Added
Victory Capital Management Inc6,560$679.0K0.00%−2,246−25.5%Reduced
HSBC Holdings PLC6,616$679.0K0.00%−902−12.0%Reduced
Gotham Asset Management, LLC6,439$666.0K0.02%+459+7.7%Added
Public Employees Retirement Association of Colorado6,287$650.0K0.00%00.0%Unchanged
Lederer & Associates Investment Counsel6,205$642.0K0.37%−500−7.5%Reduced
Shell Asset Management Co6,123$633.0K0.01%+2,330+61.4%Added
Financial Advisors Network, Inc.6,082$629.0K0.14%00.0%Unchanged
Captrust Financial Advisors6,080$629.0K0.00%−30.0%Reduced
Occudo Quantitative Strategies LP5,915$612.0K0.05%−1,241−17.3%Reduced
Susquehanna International Group, LLP5,788$599.0K0.00%−6,403−52.5%Reduced
Kestra Advisory Services, LLC5,675$587.0K0.01%+483+9.3%Added
Blankinship & Foster, LLC5,552$574.0K0.22%−228−3.9%Reduced
First Republic Investment Management, Inc.5,493$568.0K0.00%−86−1.5%Reduced
Murphy Capital Management Inc5,380$556.0K0.06%−24−0.4%Reduced
Advisor Partners LLC5,337$553.0K0.03%+2,115+65.6%Added
Creative Financial Designs Inc5,337$552.0K0.08%+158+3.1%Added
Mutual of America Capital Management LLC5,047$522.0K0.01%+123+2.5%Added
Ingalls & Snyder LLC4,935$510.0K0.02%+980+24.8%Added
Quantbot Technologies LP4,909$507.0K0.04%−524−9.6%Reduced
US Bancorp4,777$494.0K0.00%+10+0.2%Added
6 Meridian4,647$481.0K0.04%+39+0.8%Added
Cetera Advisor Networks LLC4,571$473.0K0.01%+113+2.5%Added
Sciencast Management LP4,610$471.0K0.08%+4,610New
Freedom Day Solutions, LLC4,527$468.0K0.19%−14−0.3%Reduced
Dixon Hughes Goodman Wealth Advisors LLC4,076$422.0K0.14%+4,076New
Tudor Investment Corp Et Al4,059$420.0K0.01%+4,059New
O'Shares Investment Advisers, LLC4,000$414.0K0.03%+90+2.3%Added
Crossmark Global Holdings, Inc.3,980$412.0K0.01%+560+16.4%Added
Kepos Capital LP3,908$404.0K0.03%+1,972+101.9%Added
Gsa Capital Partners LLP3,732$386.0K0.05%+3,732New
Hutchens & Kramer Investment Management Group, LLC4,452$383.0K0.24%+4,452New
Profund Advisors LLC3,645$377.0K0.01%−106−2.8%Reduced
Hoylecohen, LLC3,600$372.0K0.03%00.0%Unchanged
Glen Eagle Advisors, LLC3,578$370.1K0.10%+35+1.0%Added
Modera Wealth Management, LLC3,568$369.0K0.01%+3,568New
Qube Research & Technologies Ltd3,511$363.0K0.00%+163+4.9%Added
Bridges Investment Management Inc3,500$362.0K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.3,493$361.0K0.00%−478−12.0%Reduced
Schonfeld Strategic Advisors LLC3,438$355.0K0.00%+3,438New
Stonebridge Capital Advisors LLC3,300$341.0K0.04%00.0%Unchanged
Vision Capital Management, Inc.3,221$333.0K0.05%00.0%Unchanged
KBC Group NV3,072$318.0K0.00%00.0%Unchanged
Phoenix Holdings Ltd.3,082$317.0K0.01%−217−6.6%Reduced
Squarepoint Ops LLC3,063$317.0K0.00%+3,063New
First Financial Bank - Trust Division3,000$310.0K0.03%00.0%Unchanged
SlateStone Wealth, LLC3,000$310.0K0.07%+3,000New
Amplius Wealth Advisors, LLC3,000$310.0K0.04%+3,000New
Ameritas Investment Partners, Inc.2,893$299.0K0.01%00.0%Unchanged