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, Q1 2022
Institutional positions in American States Water Co as of Mar 31, 2022. 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
- 329
- +12 vs. Q4 2021
- Shares held
- 27.1M
- +429.0K (+1.6%) vs. Q4 2021
- Total value
- $2.41B
- −$346.0M (−12.5%) vs. Q4 2021
- New holders
- 42
- 114 more added
- Sold out
- 30
- 97 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schubert & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Sageworth Trust Co of South Dakota | 16 | $1.00K | 0.00% | −85−84.2% | Reduced |
| Gould Capital, LLC | 16 | $1.00K | 0.00% | +1+6.7% | Added |
| Proequities, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.00K | 0.00% | +8+100.0% | Added |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $2.00K | 0.00% | −366−95.6% | Reduced |
| Lazard Asset Management LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 25 | $2.00K | 0.00% | +1+4.2% | Added |
| Sound Income Strategies, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $2.00K | 0.00% | +24 | New |
| Global Retirement Partners, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Concord Wealth Partners | 21 | $2.00K | 0.00% | +21 | New |
| Newbridge Financial Services Group, Inc. | 33 | $3.00K | 0.00% | +6+22.2% | Added |
| Ulland Investment Advisors, LLC | 31 | $3.00K | 0.00% | +31 | New |
| Bessemer Group Inc | 47 | $4.00K | 0.00% | +1+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 46 | $4.00K | 0.00% | −4−8.0% | Reduced |
| Private Capital Group, LLC | 43 | $4.00K | 0.00% | −4−8.5% | Reduced |
| TCI Wealth Advisors, Inc. | 59 | $5.00K | 0.00% | −43−42.2% | Reduced |
| Gemmer Asset Management LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 59 | $5.00K | 0.00% | +59 | New |
| TCWP LLC | 67 | $5.00K | 0.00% | +67 | New |
| Kistler-Tiffany Companies, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 108 | $10.0K | 0.00% | +15+16.1% | Added |
| Ellevest, Inc. | 128 | $11.0K | 0.00% | −76−37.3% | Reduced |
| Fieldpoint Private Securities, LLC | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 125 | $11.0K | 0.00% | +125 | New |
| Surevest, LLC | 137 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $12.0K | 0.00% | +16+13.4% | Added |
| Brown, Lisle/Cummings, Inc. | 141 | $12.6K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 142 | $13.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 174 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 179 | $16.0K | 0.00% | −241−57.4% | Reduced |
| Fifth Third Bancorp | 181 | $16.0K | 0.00% | +142+364.1% | Added |
| Walleye Trading LLC | 191 | $17.0K | 0.00% | −127−39.9% | Reduced |
| South Dakota Investment Council | 193 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $18.0K | 0.00% | +100+100.0% | Added |
| Fortitude Advisory Group L.L.C. | 278 | $25.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 296 | $26.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 300 | $26.7K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $27.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 304 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 363 | $32.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $36.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 471 | $42.0K | 0.01% | +17+3.7% | Added |
| Salem Investment Counselors Inc | 509 | $45.0K | 0.00% | −98−16.1% | Reduced |
| Aquatic Capital Management LLC | 500 | $45.0K | 0.07% | +200+66.7% | Added |
| Signaturefd, LLC | 533 | $47.0K | 0.00% | −390−42.3% | Reduced |
| Brown Brothers Harriman & Co | 564 | $50.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 593 | $52.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 586 | $52.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 600 | $53.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $54.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 634 | $56.0K | 0.02% | +3+0.5% | Added |
| Jones Financial Companies LLLP | 649 | $58.0K | 0.00% | −336−34.1% | Reduced |
| IFP Advisors, Inc | 823 | $58.0K | 0.00% | +655+389.9% | Added |
| AdvisorNet Financial, Inc | 669 | $60.0K | 0.00% | −232−25.7% | Reduced |
| Allworth Financial LP | 674 | $60.0K | 0.00% | +1+0.1% | Added |
| Versant Capital Management, Inc | 700 | $62.0K | 0.02% | −19−2.6% | Reduced |
| Sutton Wealth Advisors Inc. | 700 | $62.3K | 0.02% | −7−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 800 | $71.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 900 | $80.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $89.0K | 0.01% | −3−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,032 | $92.0K | 0.00% | −7−0.7% | Reduced |
| RWM Asset Management, LLC | 1,036 | $92.0K | 0.02% | +393+61.1% | Added |
| Alaethes Wealth LLC | 1,100 | $98.0K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 1,138 | $101.0K | 0.00% | −73−6.0% | Reduced |
| First Manhattan Co | 1,150 | $102.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,175 | $105.0K | 0.05% | −25−2.1% | Reduced |
| Huntington National Bank | 1,201 | $107.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,211 | $108.0K | 0.01% | +6+0.5% | Added |
| Gables Capital Management Inc. | 1,250 | $111.0K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 1,331 | $118.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,332 | $119.0K | 0.08% | +668+100.6% | Added |
| Money Concepts Capital Corp | 1,349 | $120.0K | 0.01% | +1,349 | New |
| Leonteq Securities AG | 1,395 | $124.2K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 11,216 | $126.0K | 0.00% | +11,216 | New |
| US Asset Management LLC | 1,847 | $164.0K | 0.15% | +1,847 | New |
| Front Row Advisors LLC | 2,000 | $178.0K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,257 | $201.0K | 0.02% | +2,257 | New |
| Metropolitan Life Insurance Co | 2,302 | $204.9K | 0.01% | −6,846−74.8% | Reduced |
| GW Henssler & Associates Ltd | 2,322 | $207.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 2,386 | $212.0K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,399 | $214.0K | 0.01% | +2,399 | New |
| Caxton Associates LP | 2,470 | $220.0K | 0.02% | +2,470 | New |
| HRT Financial LP | 2,475 | $220.0K | 0.00% | +2,475 | New |
| Parallel Advisors, LLC | 2,464 | $221.0K | 0.01% | −401−14.0% | Reduced |
| Mackenzie Financial Corp | 2,491 | $222.0K | 0.00% | +98+4.1% | Added |