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 2023
Institutional positions in American States Water Co as of Mar 31, 2023. 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
- +6 vs. Q4 2022
- Shares held
- 27.7M
- −143.0K (−0.5%) vs. Q4 2022
- Total value
- $2.46B
- −$109.9M (−4.3%) vs. Q4 2022
- New holders
- 37
- 86 more added
- Sold out
- 31
- 129 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 89 | $21 | 0.00% | −4−4.3% | Reduced |
| Tfo-TDC, LLC | 1 | $89 | 0.00% | −31−96.9% | Reduced |
| Disciplined Investments, LLC | 5 | $444 | 0.00% | −2−28.6% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $444 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $623 | 0.00% | −1−12.5% | Reduced |
| Farther Finance Advisors, LLC | 8 | $711 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $800 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | −60−90.9% | Reduced |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | +8+160.0% | Added |
| Steward Financial Group LLC | 20 | $1.00K | 0.00% | +11+122.2% | Added |
| Schubert & Co | 15 | $1.33K | 0.00% | −2−11.8% | Reduced |
| Sound Income Strategies, LLC | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $2.22K | 0.00% | −3−10.7% | Reduced |
| Massmutual Trust Co FSB | 29 | $2.58K | 0.00% | −17−37.0% | Reduced |
| Ulland Investment Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 38 | $3.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $4.27K | 0.00% | −21−30.4% | Reduced |
| Ameritas Advisory Services, LLC | 50 | $4.45K | 0.00% | +50 | New |
| Hall Laurie J Trustee | 53 | $5.00K | 0.00% | +53 | New |
| Proequities, Inc. | 58 | $5.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 92 | $5.16K | 0.00% | −345−78.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 62 | $5.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $8.53K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 100 | $8.89K | 0.00% | −89−47.1% | Reduced |
| Washington Trust Advisors, Inc. | 100 | $8.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $9.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $9.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $12.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $12.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 170 | $15.1K | 0.00% | +111+188.1% | Added |
| TCI Wealth Advisors, Inc. | 185 | $16.4K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 193 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 195 | $17.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $17.8K | 0.00% | +200 | New |
| Fifth Third Bancorp | 221 | $19.6K | 0.00% | −55−19.9% | Reduced |
| Hexagon Capital Partners LLC | 237 | $21.1K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 263 | $23.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 265 | $23.6K | 0.00% | −455−63.2% | Reduced |
| Public Employees Retirement System of Ohio | 281 | $25.0K | 0.00% | −3−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 304 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 332 | $29.5K | 0.02% | +332 | New |
| Dark Forest Capital Management LP | 363 | $32.3K | 0.01% | +330+1,000.0% | Added |
| GWM Advisors LLC | 380 | $33.8K | 0.00% | +342+900.0% | Added |
| Signaturefd, LLC | 387 | $34.4K | 0.00% | −21−5.1% | Reduced |
| Jones Financial Companies LLLP | 400 | $35.6K | 0.00% | −100−20.0% | Reduced |
| Pflug Koory, LLC | 400 | $35.6K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 400 | $36.0K | 0.00% | +400 | New |
| Salem Investment Counselors Inc | 500 | $44.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 531 | $47.1K | 0.02% | −231−30.3% | Reduced |
| Walleye Trading LLC | 555 | $49.3K | 0.00% | +555 | New |
| Advisory Services Network, LLC | 556 | $49.4K | 0.00% | +1+0.2% | Added |
| Brown Brothers Harriman & Co | 564 | $50.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 586 | $52.1K | 0.01% | 00.0% | Unchanged |
| Natixis | 592 | $52.6K | 0.00% | +592 | New |
| Ci Investments Inc. | 591 | $53.0K | 0.00% | +4+0.7% | Added |
| Whittier Trust Co | 610 | $54.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 680 | $60.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 742 | $66.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 760 | $67.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 865 | $77.0K | 0.00% | +552+176.4% | Added |
| Umb Bank N A | 900 | $80.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $88.9K | 0.00% | +936+1,462.5% | Added |
| Vestor Capital, LLC | 1,000 | $89.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,083 | $96.3K | 0.01% | +1,083 | New |
| Private Ocean, LLC | 1,101 | $97.9K | 0.01% | +1,101 | New |
| First Manhattan Co | 1,150 | $102.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,170 | $104.0K | 0.00% | +321+37.8% | Added |
| EverSource Wealth Advisors, LLC | 1,174 | $104.4K | 0.01% | −51−4.2% | Reduced |
| Hoertkorn Richard Charles | 1,175 | $104.4K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,201 | $106.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,232 | $109.5K | 0.00% | −7−0.6% | Reduced |
| Gables Capital Management Inc. | 1,250 | $111.1K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 1,331 | $118.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,365 | $121.3K | 0.00% | +1,365 | New |
| CWM, LLC | 1,424 | $127.0K | 0.00% | −3−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $134.2K | 0.01% | +510+51.0% | Added |
| Farmers & Merchants Investments Inc | 1,642 | $146.0K | 0.01% | +816+98.8% | Added |
| Glen Eagle Advisors, LLC | 1,709 | $151.9K | 0.04% | −752−30.6% | Reduced |
| Trust Co of Vermont | 1,750 | $155.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,838 | $163.0K | 0.01% | −6−0.3% | Reduced |
| US Asset Management LLC | 1,845 | $164.0K | 0.17% | −25−1.3% | Reduced |
| Quadrant Capital Group LLC | 1,916 | $170.3K | 0.02% | −521−21.4% | Reduced |
| Metropolitan Life Insurance Co | 1,974 | $175.5K | 0.01% | −291−12.8% | Reduced |
| Front Row Advisors LLC | 2,000 | $178.0K | 0.09% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,100 | $186.7K | 0.04% | −400−16.0% | Reduced |
| Belpointe Asset Management LLC | 2,189 | $194.6K | 0.01% | +215+10.9% | Added |
| Flagstone Financial Management | 2,255 | $200.4K | 0.10% | −250−10.0% | Reduced |
| Profund Advisors LLC | 2,290 | $203.6K | 0.01% | −219−8.7% | Reduced |
| Bridges Investment Management Inc | 2,400 | $213.3K | 0.01% | −1,100−31.4% | Reduced |
| Parallel Advisors, LLC | 2,417 | $214.8K | 0.01% | −7−0.3% | Reduced |
| Mackenzie Financial Corp | 2,428 | $215.8K | 0.00% | +49+2.1% | Added |
| Squarepoint Ops LLC | 2,464 | $219.0K | 0.00% | +2,464 | New |
| FORA Capital, LLC | 2,472 | $219.7K | 0.02% | −552−18.3% | Reduced |
| Modera Wealth Management, LLC | 2,495 | $221.8K | 0.01% | −1,024−29.1% | Reduced |
| Alps Advisors Inc | 2,503 | $222.5K | 0.00% | +286+12.9% | Added |
| Global Retirement Partners, LLC | 2,594 | $231.3K | 0.01% | +1,384+114.4% | Added |
| Dakota Wealth Management | 2,689 | $239.0K | 0.02% | +91+3.5% | Added |
| ExodusPoint Capital Management, LP | 2,709 | $241.0K | 0.00% | −1,566−36.6% | Reduced |