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, Q3 2022
Institutional positions in American States Water Co as of Sep 30, 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
- 311
- 0 vs. Q2 2022
- Shares held
- 27.6M
- +622.9K (+2.3%) vs. Q2 2022
- Total value
- $2.16B
- −$44.1M (−2.0%) vs. Q2 2022
- New holders
- 32
- 103 more added
- Sold out
- 32
- 99 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +2+50.0% | Added |
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Blue Bell Private Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| Gould Capital, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 22 | $2.00K | 0.00% | −19−46.3% | Reduced |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.00K | 0.00% | −2−7.1% | Reduced |
| Sound Income Strategies, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $4.00K | 0.00% | +39+487.5% | Added |
| Global Retirement Partners, LLC | 45 | $4.00K | 0.00% | +32+246.2% | Added |
| Assetmark, Inc | 69 | $5.00K | 0.00% | −4−5.5% | Reduced |
| Contravisory Investment Management, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 59 | $5.00K | 0.00% | +27+84.4% | Added |
| Private Trust Co NA | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 109 | $8.00K | 0.00% | −15−12.1% | Reduced |
| Parkside Financial Bank & Trust | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $8.00K | 0.00% | +10+10.8% | Added |
| Washington Trust Advisors, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $11.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 137 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 174 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 185 | $14.0K | 0.00% | +91+96.8% | Added |
| South Dakota Investment Council | 193 | $15.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 244 | $19.0K | 0.01% | −119−32.8% | Reduced |
| Fifth Third Bancorp | 238 | $19.0K | 0.00% | +42+21.4% | Added |
| Simplex Trading, LLC | 273 | $21.0K | 0.00% | +200+274.0% | Added |
| Steward Partners Investment Advisory, LLC | 304 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 400 | $31.0K | 0.00% | +400 | New |
| Rockefeller Capital Management L.P. | 454 | $34.0K | 0.00% | −220−32.6% | Reduced |
| Signaturefd, LLC | 444 | $35.0K | 0.00% | −8−1.8% | Reduced |
| Salem Investment Counselors Inc | 500 | $39.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 497 | $39.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $39.0K | 0.00% | +500 | New |
| Wipfli Financial Advisors LLC, | 502 | $39.0K | 0.00% | +502 | New |
| Brown Brothers Harriman & Co | 564 | $44.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 586 | $45.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $48.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 640 | $49.0K | 0.02% | +3+0.5% | Added |
| Covestor Ltd | 637 | $50.0K | 0.04% | −690−52.0% | Reduced |
| Harbour Investments, Inc. | 680 | $55.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 720 | $56.1K | 0.00% | −625−46.5% | Reduced |
| Versant Capital Management, Inc | 762 | $59.0K | 0.02% | +54+7.6% | Added |
| AdvisorNet Financial, Inc | 765 | $60.0K | 0.01% | +81+11.8% | Added |
| Pinnacle Bancorp, Inc. | 800 | $62.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 826 | $64.0K | 0.00% | +26+3.3% | Added |
| Sutton Wealth Advisors Inc. | 859 | $67.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 900 | $70.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 953 | $74.0K | 0.00% | −14−1.4% | Reduced |
| Point72 Hong Kong Ltd | 955 | $74.0K | 0.00% | +955 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $77.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,003 | $78.0K | 0.00% | +328+48.6% | Added |
| Vestor Capital, LLC | 1,000 | $78.0K | 0.01% | +1,000 | New |
| CWM, LLC | 1,111 | $87.0K | 0.00% | +93+9.1% | Added |
| First Manhattan Co | 1,150 | $89.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,175 | $92.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,201 | $94.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,216 | $94.0K | 0.02% | +106+9.5% | Added |
| Money Concepts Capital Corp | 1,212 | $95.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,250 | $97.0K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,283 | $100.0K | 0.00% | −11,508−90.0% | Reduced |
| Advisors Asset Management, Inc. | 1,299 | $101.0K | 0.00% | −118−8.3% | Reduced |
| Vestcor Inc | 1,331 | $104.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,382 | $108.0K | 0.01% | +1,382 | New |
| Trust Co of Vermont | 1,750 | $136.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,792 | $140.0K | 0.02% | +1,469+454.8% | Added |
| Front Row Advisors LLC | 2,000 | $156.0K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,160 | $168.4K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,219 | $173.0K | 0.01% | −4,243−65.7% | Reduced |
| Parallel Advisors, LLC | 2,424 | $189.0K | 0.01% | −8−0.3% | Reduced |
| Bourgeon Capital Management LLC | 2,500 | $195.0K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,530 | $197.2K | 0.06% | −126−4.7% | Reduced |
| Smith, Moore & Co. | 2,693 | $210.0K | 0.03% | +12+0.4% | Added |
| Aquatic Capital Management LLC | 2,700 | $210.0K | 0.02% | +2,700 | New |
| CWM Advisors, LLC | 2,724 | $212.0K | 0.03% | +41+1.5% | Added |
| Profund Advisors LLC | 2,741 | $214.0K | 0.02% | −157−5.4% | Reduced |
| Wealthfront Advisers LLC | 2,741 | $214.0K | 0.00% | −6−0.2% | Reduced |
| Wedbush Securities Inc | 2,760 | $215.0K | 0.01% | −115−4.0% | Reduced |
| Evergreen Capital Management LLC | 2,754 | $215.0K | 0.01% | +2,754 | New |
| Kelly Lawrence W & Associates Inc | 2,780 | $217.0K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,781 | $217.0K | 0.01% | +168+6.4% | Added |
| Ameritas Investment Partners, Inc. | 2,895 | $225.0K | 0.01% | +126+4.6% | Added |
| ELCO Management Co., LLC | 3,012 | $234.0K | 0.19% | −1,677−35.8% | Reduced |
| First Financial Bank - Trust Division | 3,000 | $234.0K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,000 | $234.0K | 0.06% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,000 | $234.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 3,150 | $245.0K | 0.11% | −125−3.8% | Reduced |
| Vision Capital Management, Inc. | 3,221 | $251.0K | 0.05% | 00.0% | Unchanged |