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Livermore
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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.

Institutional holdersQ4 2022: 321 institutions
Q1 2021: 285 institutionsQ2 2021: 284 institutionsQ3 2021: 303 institutionsQ4 2021: 323 institutionsQ1 2022: 329 institutionsQ2 2022: 318 institutionsQ3 2022: 311 institutionsQ4 2022: 321 institutionsQ1 2023: 321 institutionsQ2 2023: 324 institutionsQ3 2023: 343 institutionsQ4 2023: 360 institutionsQ1 2024: 335 institutionsQ2 2024: 338 institutionsQ3 2024: 343 institutionsQ4 2024: 345 institutionsQ1 2025: 356 institutionsQ2 2025: 360 institutionsQ3 2025: 368 institutionsQ4 2025: 361 institutionsQ1 2026: 377 institutionsQ2 2026: 410 institutions
Value heldQ4 2022: $2.58B
Q1 2021: $1.98BQ2 2021: $2.07BQ3 2021: $2.24BQ4 2021: $2.76BQ1 2022: $2.41BQ2 2022: $2.20BQ3 2022: $2.16BQ4 2022: $2.58BQ1 2023: $2.46BQ2 2023: $2.44BQ3 2023: $2.18BQ4 2023: $2.24BQ1 2024: $2.03BQ2 2024: $2.06BQ3 2024: $2.42BQ4 2024: $2.33BQ1 2025: $2.37BQ2 2025: $2.32BQ3 2025: $2.28BQ4 2025: $2.29BQ1 2026: $2.40BQ2 2026: $2.73B
Institutions holding AWR and their total value by quarter
QuarterHoldersValue
Q2 2026410$2.73B
Q1 2026377$2.40B
Q4 2025361$2.29B
Q3 2025368$2.28B
Q2 2025360$2.32B
Q1 2025356$2.37B
Q4 2024345$2.33B
Q3 2024343$2.42B
Q2 2024338$2.06B
Q1 2024335$2.03B
Q4 2023360$2.24B
Q3 2023343$2.18B
Q2 2023324$2.44B
Q1 2023321$2.46B
Q4 2022321$2.58B
Q3 2022311$2.16B
Q2 2022318$2.20B
Q1 2022329$2.41B
Q4 2021323$2.76B
Q3 2021303$2.24B
Q2 2021284$2.07B
Q1 2021285$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.

Institutions holding AWR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services38$3.52K0.00%00.0%Unchanged
Dark Forest Capital Management LP33$3.05K0.00%+33New
Ulland Investment Advisors, LLC31$3.00K0.00%00.0%Unchanged
Comerica Securities,inc.29$2.68K0.00%+29New
JFS Wealth Advisors, LLC28$2.59K0.00%+2+7.7%Added
Private Advisor Group, LLC27,967$2.59K0.00%−1,814−6.1%Reduced
Tfo-TDC, LLC32$2.02K0.00%+32New
Sound Income Strategies, LLC20$1.85K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC19$1.76K0.00%+19New
Schubert & Co17$1.57K0.00%+5+41.7%Added
First Horizon Advisors, Inc.9$8330.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.8$7400.00%00.0%Unchanged
SJS Investment Consulting Inc.8$7400.00%+5+166.7%Added
Farther Finance Advisors, LLC8$7400.00%+8New
Disciplined Investments, LLC7$6480.00%+1+16.7%Added
Baker Avenue Asset Management, LP5$4630.00%+5New
Sofos Investments, Inc.93$2320.00%+93New
GWM Advisors LLC38$40.00%+38New
Covestor Ltd3$00.00%−634−99.5%Reduced
Ronald Blue Trust, Inc.5$00.00%−17−77.3%Reduced
Steward Financial Group LLC9$00.00%+9New
Reaves W H & Co Inc0$00.00%−295,000−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−78,349−100.0%Sold out
Walleye Capital LLC0$00.00%−30,836−100.0%Sold out
Holocene Advisors, LP0$00.00%−24,063−100.0%Sold out
HRT Financial LP0$00.00%−21,700−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−21,623−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−18,734−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−18,259−100.0%Sold out
Ergoteles LLC0$00.00%−16,875−100.0%Sold out
Meeder Asset Management Inc0$00.00%−14,617−100.0%Sold out
CenterBook Partners LP0$00.00%−8,695−100.0%Sold out
Independent Advisor Alliance0$00.00%−8,331−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−7,900−100.0%Sold out
Jump Financial, LLC0$00.00%−7,872−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−7,500−100.0%Sold out
Walleye Trading LLC0$00.00%−6,689−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−6,082−100.0%Sold out
Verition Fund Management LLC0$00.00%−4,737−100.0%Sold out
Squarepoint Ops LLC0$00.00%−4,604−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−4,345−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−3,227−100.0%Sold out
Virtu Financial LLC0$00.00%−3,225−100.0%Sold out
ELCO Management Co., LLC0$00.00%−3,012−100.0%Sold out
Toroso Investments, LLC0$00.00%−2,781−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,700−100.0%Sold out
PEAK6 Investments LLC0$00.00%−1,283−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−955−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−800−100.0%Sold out
Hudock, Inc.0$00.00%−640−100.0%Sold out
Group One Trading, L.P.0$00.00%−400−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−200−100.0%Sold out
Lazard Asset Management LLC0$00.00%−26−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−8−100.0%Sold out
Gould Capital, LLC0$00.00%−16−100.0%Sold out
IMA Wealth, Inc.0$00.00%−1−100.0%Sold out
Eaton Vance Management––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Dowling & Yahnke LLC––––Not filed
Ashfield Capital Partners, LLC––––Not filed
American Portfolios Advisors––––Not filed
Hightower 6M Holding, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Surevest, LLC––––Not filed