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 2022
Institutional positions in American States Water Co as of Dec 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
- 321
- +18 vs. Q3 2022
- Shares held
- 27.9M
- +500.5K (+1.8%) vs. Q3 2022
- Total value
- $2.58B
- +$440.3M (+20.6%) vs. Q3 2022
- New holders
- 53
- 100 more added
- Sold out
- 35
- 90 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −634−99.5% | Reduced |
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | −17−77.3% | Reduced |
| Steward Financial Group LLC | 9 | $0 | 0.00% | +9 | New |
| GWM Advisors LLC | 38 | $4 | 0.00% | +38 | New |
| Sofos Investments, Inc. | 93 | $232 | 0.00% | +93 | New |
| Baker Avenue Asset Management, LP | 5 | $463 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 7 | $648 | 0.00% | +1+16.7% | Added |
| Newbridge Financial Services Group, Inc. | 8 | $740 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $740 | 0.00% | +5+166.7% | Added |
| Farther Finance Advisors, LLC | 8 | $740 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 9 | $833 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $1.57K | 0.00% | +5+41.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19 | $1.76K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 32 | $2.02K | 0.00% | +32 | New |
| Private Advisor Group, LLC | 27,967 | $2.59K | 0.00% | −1,814−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $2.59K | 0.00% | +2+7.7% | Added |
| Comerica Securities,inc. | 29 | $2.68K | 0.00% | +29 | New |
| Ulland Investment Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 33 | $3.05K | 0.00% | +33 | New |
| Glassman Wealth Services | 38 | $3.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $4.00K | 0.00% | −1−2.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 58 | $5.37K | 0.00% | +58 | New |
| Contravisory Investment Management, Inc. | 59 | $5.46K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 62 | $5.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 66 | $6.00K | 0.00% | +66 | New |
| Spire Wealth Management | 64 | $6.00K | 0.00% | +64 | New |
| Assetmark, Inc | 69 | $6.39K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 99 | $9.00K | 0.00% | −10−9.2% | Reduced |
| Private Trust Co NA | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $9.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $9.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $9.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $9.81K | 0.00% | +3+2.9% | Added |
| Quent Capital, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $13.1K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 173 | $16.0K | 0.00% | +173 | New |
| TCI Wealth Advisors, Inc. | 185 | $17.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $17.5K | 0.00% | +130+220.3% | Added |
| South Dakota Investment Council | 193 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 195 | $18.0K | 0.00% | +21+12.1% | Added |
| Hexagon Capital Partners LLC | 237 | $21.9K | 0.01% | −7−2.9% | Reduced |
| New Hampshire Trust | 263 | $24.3K | 0.01% | +263 | New |
| Fifth Third Bancorp | 276 | $25.5K | 0.00% | +38+16.0% | Added |
| Public Employees Retirement System of Ohio | 284 | $26.0K | 0.00% | −669−70.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 304 | $28.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 313 | $29.0K | 0.00% | −13,183−97.7% | Reduced |
| IFP Advisors, Inc | 437 | $36.0K | 0.00% | −60−12.1% | Reduced |
| Pflug Koory, LLC | 400 | $37.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 408 | $37.8K | 0.00% | −36−8.1% | Reduced |
| Rockefeller Capital Management L.P. | 454 | $41.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $46.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $46.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 533 | $49.3K | 0.00% | +533 | New |
| Advisory Services Network, LLC | 555 | $51.4K | 0.00% | +555 | New |
| Pathstone Family Office, LLC | 11,527 | $52.0K | 0.00% | +11,527 | New |
| Brown Brothers Harriman & Co | 564 | $52.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 587 | $54.0K | 0.00% | +587 | New |
| Anchor Investment Management, LLC | 586 | $54.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $56.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 680 | $62.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 720 | $66.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 742 | $68.7K | 0.01% | +742 | New |
| Money Concepts Capital Corp | 747 | $69.1K | 0.00% | −465−38.4% | Reduced |
| AdvisorNet Financial, Inc | 760 | $70.3K | 0.01% | −5−0.7% | Reduced |
| Versant Capital Management, Inc | 762 | $70.5K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 826 | $76.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 849 | $78.5K | 0.00% | −154−15.4% | Reduced |
| Sutton Wealth Advisors Inc. | 859 | $79.5K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 900 | $83.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 931 | $86.0K | 0.00% | +658+241.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $92.5K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $93.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $106.4K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,175 | $108.7K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 1,201 | $111.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,210 | $112.0K | 0.01% | +1,165+2,588.9% | Added |
| EverSource Wealth Advisors, LLC | 1,225 | $113.4K | 0.02% | +9+0.7% | Added |
| Advisors Asset Management, Inc. | 1,239 | $114.7K | 0.00% | −60−4.6% | Reduced |
| Gables Capital Management Inc. | 1,250 | $115.7K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 1,331 | $123.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,427 | $132.0K | 0.00% | +316+28.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,700 | $157.3K | 0.01% | +1,700 | New |
| Trust Co of Vermont | 1,750 | $162.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,844 | $171.0K | 0.01% | −375−16.9% | Reduced |
| US Asset Management LLC | 1,870 | $173.0K | 0.19% | +1,870 | New |
| Belpointe Asset Management LLC | 1,974 | $182.7K | 0.01% | +592+42.8% | Added |
| Front Row Advisors LLC | 2,000 | $185.0K | 0.10% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,166 | $200.5K | 0.00% | +2,166 | New |
| Acrisure Capital Management, LLC | 2,185 | $202.2K | 0.22% | +2,185 | New |
| Phoenix Holdings Ltd. | 2,154 | $203.9K | 0.00% | +2,154 | New |
| Alps Advisors Inc | 2,217 | $205.2K | 0.00% | +2,217 | New |
| SEI Investments Co | 2,221 | $205.6K | 0.00% | −4,602−67.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,232 | $206.6K | 0.04% | +2,232 | New |
| Metropolitan Life Insurance Co | 2,265 | $209.6K | 0.01% | +105+4.9% | Added |
| Kula Investments, LLC | 2,305 | $213.3K | 0.08% | +2,305 | New |
| Shelton Capital Management | 2,308 | $213.6K | 0.02% | +2,308 | New |
| Mackenzie Financial Corp | 2,379 | $220.2K | 0.00% | +2,379 | New |