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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 2,986 | $276.0K | 0.01% | +2,986 | New |
| Ameritas Investment Partners, Inc. | 2,895 | $271.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,854 | $264.0K | 0.01% | +94+3.4% | Added |
| Citadel Advisors LLC | 2,851 | $263.9K | 0.00% | −2,799−49.5% | Reduced |
| Evergreen Capital Management LLC | 2,835 | $262.4K | 0.01% | +81+2.9% | Added |
| Kelly Lawrence W & Associates Inc | 2,780 | $257.3K | 0.07% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,729 | $252.6K | 0.00% | −12−0.4% | Reduced |
| Smith, Moore & Co. | 2,704 | $250.3K | 0.03% | +11+0.4% | Added |
| Guggenheim Capital LLC | 2,698 | $249.7K | 0.00% | +2,698 | New |
| National Asset Management, Inc. | 2,669 | $247.0K | 0.01% | +2,669 | New |
| CWM Advisors, LLC | 2,606 | $241.2K | 0.03% | −118−4.3% | Reduced |
| Dakota Wealth Management | 2,598 | $240.4K | 0.02% | +2,598 | New |
| Sustainable Insight Capital Management, LLC | 2,549 | $235.9K | 0.27% | +2,549 | New |
| Kepos Capital LP | 2,515 | $233.0K | 0.03% | −896−26.3% | Reduced |
| Profund Advisors LLC | 2,509 | $232.2K | 0.02% | −232−8.5% | Reduced |
| Flagstone Financial Management | 2,505 | $231.8K | 0.14% | +2,505 | New |
| Bourgeon Capital Management LLC | 2,500 | $231.4K | 0.06% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 2,500 | $231.0K | 0.01% | +2,500 | New |
| Glen Eagle Advisors, LLC | 2,461 | $227.8K | 0.06% | −69−2.7% | Reduced |
| Quadrant Capital Group LLC | 2,437 | $225.5K | 0.03% | +645+36.0% | Added |
| Parallel Advisors, LLC | 2,424 | $224.4K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,379 | $220.2K | 0.00% | +2,379 | New |
| Shelton Capital Management | 2,308 | $213.6K | 0.02% | +2,308 | New |
| Kula Investments, LLC | 2,305 | $213.3K | 0.08% | +2,305 | New |
| Metropolitan Life Insurance Co | 2,265 | $209.6K | 0.01% | +105+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,232 | $206.6K | 0.04% | +2,232 | New |
| SEI Investments Co | 2,221 | $205.6K | 0.00% | −4,602−67.4% | Reduced |
| Alps Advisors Inc | 2,217 | $205.2K | 0.00% | +2,217 | New |
| Phoenix Holdings Ltd. | 2,154 | $203.9K | 0.00% | +2,154 | New |
| Acrisure Capital Management, LLC | 2,185 | $202.2K | 0.22% | +2,185 | New |
| Atria Wealth Solutions, Inc. | 2,166 | $200.5K | 0.00% | +2,166 | New |
| Front Row Advisors LLC | 2,000 | $185.0K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,974 | $182.7K | 0.01% | +592+42.8% | Added |
| US Asset Management LLC | 1,870 | $173.0K | 0.19% | +1,870 | New |
| Shell Asset Management Co | 1,844 | $171.0K | 0.01% | −375−16.9% | Reduced |
| Trust Co of Vermont | 1,750 | $162.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,700 | $157.3K | 0.01% | +1,700 | New |
| CWM, LLC | 1,427 | $132.0K | 0.00% | +316+28.4% | Added |
| Vestcor Inc | 1,331 | $123.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,250 | $115.7K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,239 | $114.7K | 0.00% | −60−4.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,225 | $113.4K | 0.02% | +9+0.7% | Added |
| Global Retirement Partners, LLC | 1,210 | $112.0K | 0.01% | +1,165+2,588.9% | Added |
| Huntington National Bank | 1,201 | $111.2K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,175 | $108.7K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $106.4K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $93.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $92.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 931 | $86.0K | 0.00% | +658+241.0% | Added |
| Umb Bank N A | 900 | $83.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 859 | $79.5K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 849 | $78.5K | 0.00% | −154−15.4% | Reduced |
| Farmers & Merchants Investments Inc | 826 | $76.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 762 | $70.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 760 | $70.3K | 0.01% | −5−0.7% | Reduced |
| Money Concepts Capital Corp | 747 | $69.1K | 0.00% | −465−38.4% | Reduced |
| Armstrong Advisory Group, Inc | 742 | $68.7K | 0.01% | +742 | New |
| Leonteq Securities AG | 720 | $66.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 680 | $62.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $56.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 586 | $54.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 587 | $54.0K | 0.00% | +587 | New |
| Brown Brothers Harriman & Co | 564 | $52.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 11,527 | $52.0K | 0.00% | +11,527 | New |
| Advisory Services Network, LLC | 555 | $51.4K | 0.00% | +555 | New |
| Cary Street Partner Investment Advisory LLC | 533 | $49.3K | 0.00% | +533 | New |
| Salem Investment Counselors Inc | 500 | $46.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $46.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 454 | $41.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 408 | $37.8K | 0.00% | −36−8.1% | Reduced |
| Pflug Koory, LLC | 400 | $37.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 437 | $36.0K | 0.00% | −60−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 313 | $29.0K | 0.00% | −13,183−97.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 304 | $28.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 284 | $26.0K | 0.00% | −669−70.2% | Reduced |
| Fifth Third Bancorp | 276 | $25.5K | 0.00% | +38+16.0% | Added |
| New Hampshire Trust | 263 | $24.3K | 0.01% | +263 | New |
| Hexagon Capital Partners LLC | 237 | $21.9K | 0.01% | −7−2.9% | Reduced |
| Gradient Investments LLC | 195 | $18.0K | 0.00% | +21+12.1% | Added |
| South Dakota Investment Council | 193 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $17.5K | 0.00% | +130+220.3% | Added |
| TCI Wealth Advisors, Inc. | 185 | $17.1K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 173 | $16.0K | 0.00% | +173 | New |
| Banque Cantonale Vaudoise | 158 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $13.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $9.81K | 0.00% | +3+2.9% | Added |
| Parkside Financial Bank & Trust | 102 | $9.44K | 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 |
| 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 |
| Assetmark, Inc | 69 | $6.39K | 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 |
| Kistler-Tiffany Companies, LLC | 62 | $5.74K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 59 | $5.46K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 58 | $5.37K | 0.00% | +58 | New |
| 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 |