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, Q2 2023
Institutional positions in American States Water Co as of Jun 30, 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
- 324
- +4 vs. Q1 2023
- Shares held
- 28.0M
- +301.7K (+1.1%) vs. Q1 2023
- Total value
- $2.44B
- −$27.8M (−1.1%) vs. Q1 2023
- New holders
- 35
- 109 more added
- Sold out
- 31
- 101 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $348 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $435 | 0.00% | −2−28.6% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $435 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $435 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $696 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $783 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11 | $957 | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $1.13K | 0.00% | +13 | New |
| Sound Income Strategies, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 26 | $2.00K | 0.00% | −27−50.9% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $2.09K | 0.00% | −1−4.0% | Reduced |
| Ulland Investment Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 38 | $3.31K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $3.48K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 42 | $3.65K | 0.00% | +13+44.8% | Added |
| Assetmark, Inc | 48 | $4.18K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 51 | $4.44K | 0.00% | −7−12.1% | Reduced |
| Key Financial Inc | 56 | $4.87K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 58 | $5.05K | 0.00% | −48−45.3% | Reduced |
| IFP Advisors, Inc | 91 | $5.13K | 0.00% | −1−1.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 62 | $5.39K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $8.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 100 | $8.70K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $8.70K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 87 | $8.75K | 0.04% | −2−2.2% | Reduced |
| Parkside Financial Bank & Trust | 102 | $8.87K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 112 | $10.0K | 0.00% | +112 | New |
| Quent Capital, LLC | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $12.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 170 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 191 | $16.6K | 0.00% | +191 | New |
| Gradient Investments LLC | 195 | $17.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 193 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 237 | $20.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 257 | $22.4K | 0.00% | +36+16.3% | Added |
| Public Employees Retirement System of Ohio | 266 | $23.0K | 0.00% | −15−5.3% | Reduced |
| Quarry LP | 271 | $23.6K | 0.02% | −61−18.4% | Reduced |
| GWM Advisors LLC | 297 | $25.8K | 0.00% | −83−21.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 304 | $26.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 339 | $29.5K | 0.00% | −48−12.4% | Reduced |
| Jones Financial Companies LLLP | 400 | $34.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $34.8K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 400 | $35.0K | 0.00% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 403 | $35.1K | 0.01% | +403 | New |
| Salem Investment Counselors Inc | 500 | $43.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 531 | $46.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 564 | $49.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 585 | $51.0K | 0.00% | −6−1.0% | Reduced |
| Anchor Investment Management, LLC | 589 | $51.2K | 0.01% | +3+0.5% | Added |
| Whittier Trust Co | 610 | $53.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $54.4K | 0.00% | −55−8.1% | Reduced |
| AdvisorNet Financial, Inc | 682 | $59.3K | 0.01% | −78−10.3% | Reduced |
| Leonteq Securities AG | 685 | $59.6K | 0.01% | +420+158.5% | Added |
| Lazard Asset Management LLC | 695 | $60.0K | 0.00% | +695 | New |
| Natixis | 699 | $60.8K | 0.00% | +107+18.1% | Added |
| Armstrong Advisory Group, Inc | 742 | $64.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 779 | $68.2K | 0.01% | +779 | New |
| Tower Research Capital LLC (TRC) | 883 | $76.8K | 0.00% | +18+2.1% | Added |
| Umb Bank N A | 900 | $78.3K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $87.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $87.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,008 | $87.7K | 0.00% | −224−18.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,060 | $92.2K | 0.01% | −114−9.7% | Reduced |
| Venturi Wealth Management, LLC | 1,083 | $94.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,101 | $95.8K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,130 | $98.0K | 0.00% | +1,130 | New |
| First Manhattan Co | 1,150 | $100.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,172 | $102.0K | 0.00% | +2+0.2% | Added |
| Hoertkorn Richard Charles | 1,175 | $102.2K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,249 | $108.7K | 0.00% | +48+4.0% | Added |
| Gables Capital Management Inc. | 1,250 | $108.8K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $131.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,572 | $137.0K | 0.00% | +148+10.4% | Added |
| Farmers & Merchants Investments Inc | 1,642 | $142.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,750 | $152.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,781 | $154.9K | 0.04% | +72+4.2% | Added |
| Shell Asset Management Co | 1,828 | $159.0K | 0.01% | −10−0.5% | Reduced |
| Front Row Advisors LLC | 2,000 | $174.0K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,023 | $176.0K | 0.01% | +49+2.5% | Added |
| Bourgeon Capital Management LLC | 2,100 | $182.7K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,113 | $183.8K | 0.02% | +197+10.3% | Added |
| Bridges Investment Management Inc | 2,400 | $208.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,424 | $210.9K | 0.01% | +7+0.3% | Added |
| Mackenzie Financial Corp | 2,426 | $212.5K | 0.00% | −2−0.1% | Reduced |
| Modera Wealth Management, LLC | 2,495 | $217.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,596 | $226.0K | 0.01% | −294−10.2% | Reduced |
| Gsa Capital Partners LLP | 2,600 | $226.0K | 0.02% | +2,600 | New |
| Global Retirement Partners, LLC | 2,599 | $226.1K | 0.01% | +5+0.2% | Added |
| Resources Investment Advisors, LLC. | 2,632 | $229.0K | 0.01% | −912−25.7% | Reduced |
| Kepos Capital LP | 2,703 | $235.0K | 0.04% | +2,703 | New |
| Smith, Moore & Co. | 2,729 | $237.4K | 0.03% | +13+0.5% | Added |
| Kelly Lawrence W & Associates Inc | 2,780 | $243.1K | 0.06% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,809 | $244.4K | 0.00% | −14−0.5% | Reduced |
| Vision Capital Management, Inc. | 2,921 | $254.1K | 0.04% | 00.0% | Unchanged |