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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 91 | $5.13K | 0.00% | −1−1.1% | Reduced |
| Bell Investment Advisors, Inc | 58 | $5.05K | 0.00% | −48−45.3% | Reduced |
| Key Financial Inc | 56 | $4.87K | 0.00% | +56 | New |
| Proequities, Inc. | 51 | $4.44K | 0.00% | −7−12.1% | Reduced |
| Assetmark, Inc | 48 | $4.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 42 | $3.65K | 0.00% | +13+44.8% | Added |
| Hillsdale Investment Management Inc. | 40 | $3.48K | 0.00% | +40 | New |
| Glassman Wealth Services | 38 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $2.09K | 0.00% | −1−4.0% | Reduced |
| Hall Laurie J Trustee | 26 | $2.00K | 0.00% | −27−50.9% | Reduced |
| Sound Income Strategies, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $1.13K | 0.00% | +13 | 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 |
| Northwestern Mutual Wealth Management Co | 11 | $957 | 0.00% | +11 | New |
| First Horizon Advisors, Inc. | 9 | $783 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $696 | 0.00% | 00.0% | Unchanged |
| 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 |
| Abound Wealth Management | 4 | $348 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −39,800−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −23,033−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,510−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,351−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,883−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,211−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −6,728−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,962−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,186−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,111−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,689−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Flagstone Financial Management | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |