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, Q3 2023
Institutional positions in American States Water Co as of Sep 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
- 343
- +23 vs. Q2 2023
- Shares held
- 27.7M
- +641.3K (+2.4%) vs. Q2 2023
- Total value
- $2.18B
- −$172.6M (−7.3%) vs. Q2 2023
- New holders
- 48
- 112 more added
- Sold out
- 25
- 109 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | −8−61.5% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 0 | $8 | 0.00% | −87−100.0% | Reduced |
| Tfo-TDC, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $315 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $394 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $629 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $2.04K | 0.00% | −25−49.0% | Reduced |
| Lindbrook Capital, LLC | 27 | $2.12K | 0.00% | −73−73.0% | Reduced |
| Massmutual Trust Co FSB | 29 | $2.28K | 0.00% | −13−31.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36 | $2.83K | 0.00% | +36 | New |
| Glassman Wealth Services | 38 | $2.99K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $3.78K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 56 | $4.41K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $4.49K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 58 | $4.56K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $4.72K | 0.00% | +20+50.0% | Added |
| LGT Financial Advisors LLC | 62 | $4.88K | 0.01% | +62 | New |
| IFP Advisors, Inc | 91 | $7.16K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $7.55K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $8.03K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 135 | $10.6K | 0.00% | −162−54.5% | Reduced |
| Quent Capital, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $11.1K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 170 | $13.4K | 0.00% | +170 | New |
| South Dakota Investment Council | 193 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 195 | $15.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 239 | $18.8K | 0.00% | +2+0.8% | Added |
| Fifth Third Bancorp | 251 | $19.7K | 0.00% | −6−2.3% | Reduced |
| Leonteq Securities AG | 258 | $20.3K | 0.00% | −427−62.3% | Reduced |
| Public Employees Retirement System of Ohio | 264 | $21.0K | 0.00% | −2−0.8% | Reduced |
| Millburn Ridgefield Corp | 274 | $21.6K | 0.00% | +274 | New |
| Catalyst Capital Advisors LLC | 274 | $21.6K | 0.00% | +274 | New |
| Signaturefd, LLC | 296 | $23.3K | 0.00% | −43−12.7% | Reduced |
| Jones Financial Companies LLLP | 400 | $31.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $31.5K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 450 | $35.4K | 0.01% | +450 | New |
| AdvisorNet Financial, Inc | 480 | $37.8K | 0.00% | −202−29.6% | Reduced |
| Salem Investment Counselors Inc | 500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $39.6K | 0.02% | +500 | New |
| Versant Capital Management, Inc | 530 | $41.7K | 0.01% | −1−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 554 | $43.6K | 0.00% | +250+82.2% | Added |
| Brown Brothers Harriman & Co | 564 | $44.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 592 | $46.6K | 0.01% | +3+0.5% | Added |
| Ci Investments Inc. | 593 | $47.0K | 0.00% | +8+1.4% | Added |
| Whittier Trust Co | 610 | $48.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $49.2K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 628 | $49.4K | 0.03% | +628 | New |
| Tower Research Capital LLC (TRC) | 630 | $49.6K | 0.00% | −253−28.7% | Reduced |
| Natixis | 692 | $54.4K | 0.00% | −7−1.0% | Reduced |
| Armstrong Advisory Group, Inc | 742 | $58.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 769 | $60.5K | 0.01% | −1,344−63.6% | Reduced |
| ORG Partners LLC | 779 | $61.3K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 816 | $64.0K | 0.00% | +816 | New |
| Umb Bank N A | 900 | $70.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 937 | $74.0K | 0.00% | −4,134−81.5% | Reduced |
| Spire Wealth Management | 1,000 | $78.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $78.7K | 0.04% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 1,064 | $83.7K | 0.01% | +4+0.4% | Added |
| Venturi Wealth Management, LLC | 1,083 | $85.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,101 | $86.6K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $90.5K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,175 | $92.4K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,201 | $94.5K | 0.00% | −48−3.8% | Reduced |
| Allworth Financial LP | 1,220 | $96.0K | 0.00% | +48+4.1% | Added |
| Gables Capital Management Inc. | 1,250 | $98.3K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 1,279 | $100.6K | 0.07% | +1,008+372.0% | Added |
| CWM, LLC | 1,467 | $115.0K | 0.00% | −105−6.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $118.8K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,622 | $127.6K | 0.00% | +1,622 | New |
| Farmers & Merchants Investments Inc | 1,639 | $129.0K | 0.01% | −3−0.2% | Reduced |
| Trust Co of Vermont | 1,750 | $137.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,780 | $140.1K | 0.03% | −1−0.1% | Reduced |
| Shell Asset Management Co | 1,800 | $142.0K | 0.01% | −28−1.5% | Reduced |
| Advisors Asset Management, Inc. | 1,888 | $148.5K | 0.00% | +880+87.3% | Added |
| Front Row Advisors LLC | 2,000 | $157.4K | 0.07% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,100 | $165.2K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,132 | $167.7K | 0.01% | +109+5.4% | Added |
| Parallel Advisors, LLC | 2,488 | $195.8K | 0.01% | +64+2.6% | Added |
| Daiwa Securities Group Inc. | 2,485 | $196.0K | 0.00% | +1,355+119.9% | Added |
| Winton Group Ltd | 2,544 | $200.2K | 0.02% | −1,473−36.7% | Reduced |
| Global Retirement Partners, LLC | 2,660 | $206.6K | 0.01% | +61+2.3% | Added |
| Wedbush Securities Inc | 2,637 | $207.0K | 0.01% | +41+1.6% | Added |
| Resources Investment Advisors, LLC. | 2,640 | $207.7K | 0.00% | +8+0.3% | Added |
| Evergreen Capital Management LLC | 2,711 | $213.3K | 0.01% | −532−16.4% | Reduced |
| Mirabella Financial Services LLP | 2,727 | $214.6K | 0.03% | +2,727 | New |
| Smith, Moore & Co. | 2,743 | $215.8K | 0.03% | +14+0.5% | Added |
| Kepos Capital LP | 2,776 | $218.0K | 0.04% | +73+2.7% | Added |
| Kelly Lawrence W & Associates Inc | 2,780 | $218.7K | 0.06% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,783 | $219.0K | 0.00% | −26−0.9% | Reduced |
| QRG Capital Management, Inc. | 2,844 | $223.7K | 0.00% | +2,844 | New |