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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 2,877 | $297.0K | 0.00% | −8−0.3% | Reduced |
| Parallel Advisors, LLC | 2,865 | $296.0K | 0.01% | +275+10.6% | Added |
| JustInvest LLC | 2,863 | $296.0K | 0.02% | +2,863 | New |
| Kelly Lawrence W & Associates Inc | 2,780 | $288.0K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,774 | $287.0K | 0.00% | −34−1.2% | Reduced |
| Wedbush Securities Inc | 2,738 | $283.0K | 0.01% | +5+0.2% | Added |
| Smith, Moore & Co. | 2,708 | $280.0K | 0.04% | −94−3.4% | Reduced |
| Virginia Retirement Systems Et Al | 2,700 | $279.0K | 0.00% | +2,700 | New |
| Resources Investment Advisors, LLC. | 2,600 | $269.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,583 | $267.0K | 0.00% | +2,583 | New |
| CWM Advisors, LLC | 2,562 | $265.0K | 0.03% | −334−11.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,523 | $261.0K | 0.14% | +100+4.1% | Added |
| Mercer Global Advisors Inc | 2,437 | $252.0K | 0.00% | +2,437 | New |
| 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 |
| Shelton Capital Management | 2,386 | $247.0K | 0.01% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,322 | $240.0K | 0.02% | +2,322 | New |
| Engineers Gate Manager LP | 2,240 | $232.0K | 0.01% | −1,682−42.9% | Reduced |
| Blair William & Co | 2,230 | $231.0K | 0.00% | +2,230 | New |
| Resource Management, LLC | 2,230 | $231.0K | 0.02% | +2,230 | New |
| Humankind Investments LLC | 2,161 | $224.0K | 0.09% | +2,161 | New |
| Essex Savings Bank | 2,152 | $223.0K | 0.08% | +2,152 | New |
| U.S. Capital Wealth Advisors, LLC | 2,103 | $218.0K | 0.01% | +2,103 | New |
| Kingsview Wealth Management, LLC | 2,095 | $217.0K | 0.01% | +2,095 | New |
| Commerce Bank | 2,084 | $215.0K | 0.00% | +2,084 | 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 |
| 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 |
| Leonteq Securities AG | 1,395 | $144.3K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,331 | $138.0K | 0.00% | −1,156−46.5% | Reduced |
| Gables Capital Management Inc. | 1,250 | $129.0K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 1,211 | $125.0K | 0.00% | +1,211 | New |
| 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 |
| First Manhattan Co | 1,150 | $118.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 1,100 | $114.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,039 | $107.0K | 0.00% | +7+0.7% | Added |
| 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 |
| Jones Financial Companies LLLP | 985 | $102.0K | 0.00% | +985 | New |
| Castleview Partners, LLC | 10,550 | $102.0K | 0.00% | +10,550 | New |
| Signaturefd, LLC | 923 | $95.0K | 0.00% | +191+26.1% | Added |
| AdvisorNet Financial, Inc | 901 | $93.0K | 0.01% | +2+0.2% | Added |
| Umb Bank N A | 900 | $93.0K | 0.00% | +900 | New |
| Simplex Trading, LLC | 826 | $85.0K | 0.00% | +826 | New |
| Advisors Asset Management, Inc. | 820 | $84.8K | 0.00% | −960−53.9% | Reduced |
| Pinnacle Bancorp, Inc. | 800 | $83.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 719 | $74.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 707 | $73.1K | 0.02% | +9+1.3% | Added |
| Allworth Financial LP | 673 | $70.0K | 0.00% | −724−51.8% | Reduced |
| Harbour Investments, Inc. | 680 | $70.0K | 0.00% | −404−37.3% | Reduced |
| Covestor Ltd | 664 | $69.0K | 0.10% | +664 | New |
| RWM Asset Management, LLC | 643 | $67.0K | 0.01% | +43+7.2% | Added |
| Hudock, Inc. | 631 | $65.0K | 0.02% | +2+0.3% | Added |
| TAP Consulting, LLC | 615 | $64.0K | 0.01% | +615 | New |
| Whittier Trust Co | 610 | $63.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 607 | $63.0K | 0.00% | +107+21.4% | Added |
| Farmers & Merchants Investments Inc | 600 | $62.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 586 | $60.6K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 593 | $60.0K | 0.00% | −7−1.2% | Reduced |
| Brown Brothers Harriman & Co | 564 | $58.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 454 | $47.0K | 0.01% | +161+54.9% | Added |
| Tower Research Capital LLC (TRC) | 420 | $43.0K | 0.00% | −5,861−93.3% | Reduced |
| Pflug Koory, LLC | 400 | $41.0K | 0.02% | −400−50.0% | Reduced |
| USA Financial Portformulas Corp | 383 | $40.0K | 0.03% | +366+2,152.9% | Added |
| Hexagon Capital Partners LLC | 363 | $38.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 318 | $33.0K | 0.00% | +318 | New |
| Koshinski Asset Management, Inc. | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fortitude Advisory Group L.L.C. | 278 | $29.0K | 0.01% | +278 | New |
| NEXT Financial Group, Inc | 242 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $25.0K | 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 |
| South Dakota Investment Council | 193 | $20.0K | 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 |
| 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 |
| Brown, Lisle/Cummings, Inc. | 141 | $14.6K | 0.01% | +141 | New |
| Surevest, LLC | 137 | $14.0K | 0.00% | +137 | New |
| EverSource Wealth Advisors, LLC | 142 | $14.0K | 0.00% | +142 | New |
| Lindbrook Capital, LLC | 119 | $12.0K | 0.00% | −14−10.5% | Reduced |
| Fieldpoint Private Securities, LLC | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |