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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, 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.

Institutional holdersQ3 2023: 343 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 heldQ3 2023: $2.18B
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, Q3 2023

Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q2 2023.

Institutions holding AWR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SG Americas Securities, LLC59,616$4.69M0.06%+59,616New
EULAV Asset Management59,900$4.71M0.17%+39,900+199.5%Added
Allianz Asset Management GmbH60,256$4.74M0.01%−681−1.1%Reduced
TD Asset Management Inc61,200$4.82M0.01%00.0%Unchanged
Kennedy Capital Management, Inc.62,364$4.91M0.12%−490−0.8%Reduced
Perpetual Ltd69,679$5.48M0.06%−4,370−5.9%Reduced
Bank of America Corp70,145$5.52M0.00%+14,649+26.4%Added
New York State Teachers Retirement System70,768$5.57M0.01%−577−0.8%Reduced
Prudential Financial Inc71,035$5.59M0.01%+4,235+6.3%Added
Great West Life Assurance Co71,123$5.60M0.01%+2,672+3.9%Added
UBS Group AG74,115$5.83M0.00%+14,024+23.3%Added
D. E. Shaw & Co., Inc.78,143$6.15M0.01%+43,150+123.3%Added
UBS Asset Management Americas Inc79,465$6.25M0.00%−4,470−5.3%Reduced
Swiss National Bank81,300$6.40M0.01%+800+1.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys85,313$6.71M0.06%−18,033−17.4%Reduced
D.A. Davidson & Co.100,708$7.92M0.09%−67−0.1%Reduced
Bessemer Group Inc103,449$8.14M0.02%+4,639+4.7%Added
ProShare Advisors LLC105,206$8.28M0.03%+4,969+5.0%Added
Assenagon Asset Management S.A.119,542$9.41M0.03%+112,718+1,651.8%Added
Ameriprise Financial Inc128,167$10.1M0.00%−13,309−9.4%Reduced
Deutsche Bank AG134,853$10.6M0.01%−5,015−3.6%Reduced
Rhumbline Advisers141,312$11.1M0.01%+4,222+3.1%Added
Goldman Sachs Group Inc167,890$13.2M0.00%−9,017−5.1%Reduced
Principal Financial Group Inc206,815$16.3M0.01%−9,484−4.4%Reduced
Amundi290,585$22.8M0.01%+6,596+2.3%Added
Nuveen Asset Management, LLC304,739$24.0M0.01%+148,828+95.5%Added
JPMorgan Chase & Co321,098$25.3M0.00%−17,928−5.3%Reduced
Legal & General Group Plc353,234$27.8M0.01%+394+0.1%Added
Charles Schwab Investment Management Inc356,543$28.1M0.01%+11,236+3.3%Added
Norges Bank362,417$28.5M0.01%+4,427+1.2%Added
Robeco Schweiz AG362,728$28.5M0.48%+155,180+74.8%Added
Millennium Management LLC390,380$30.7M0.03%+220,069+129.2%Added
Bank of New York Mellon Corp414,430$32.6M0.01%−21,577−4.9%Reduced
Morgan Stanley529,078$41.6M0.00%−17,107−3.1%Reduced
Northern Trust Corp590,523$46.5M0.01%+4,722+0.8%Added
Geode Capital Management, LLC741,901$58.4M0.01%+25,827+3.6%Added
Pictet Asset Management Holding SA751,707$59.1M0.07%+751,707New
Dimensional Fund Advisors LP830,721$65.4M0.02%+38,245+4.8%Added
Invesco Ltd.884,458$69.6M0.02%+153,409+21.0%Added
First Trust Advisors LP1,171,217$92.2M0.11%+48,398+4.3%Added
State Street Corp2,236,864$176.0M0.01%−1,066,206−32.3%Reduced
Vanguard Group Inc4,646,105$365.6M0.01%−8,161−0.2%Reduced
BlackRock Inc.6,651,454$523.3M0.02%−22,842−0.3%Reduced
Marshall Wace, LLP0$00.00%−21,759−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−11,249−100.0%Sold out
AQR Capital Management LLC0$00.00%−10,427−100.0%Sold out
PEAK6 Investments LLC0$00.00%−9,386−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−8,300−100.0%Sold out
National Asset Management, Inc.0$00.00%−8,038−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−6,626−100.0%Sold out
Royce & Associates LP0$00.00%−5,196−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−4,783−100.0%Sold out
Centiva Capital, LP0$00.00%−4,504−100.0%Sold out
Grey Street Capital, LLC0$00.00%−4,000−100.0%Sold out
Ethic Inc.0$00.00%−3,597−100.0%Sold out
Vision Capital Management, Inc.0$00.00%−2,921−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−2,495−100.0%Sold out
Bridges Investment Management Inc0$00.00%−2,400−100.0%Sold out
Vestor Capital, LLC0$00.00%−1,000−100.0%Sold out
Lazard Asset Management LLC0$00.00%−695−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−170−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−112−100.0%Sold out
Hall Laurie J Trustee0$00.00%−26−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−13−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−6−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−11−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−5−100.0%Sold out
Disciplined Investments, LLC0$00.00%−5−100.0%Sold out
Pictet Asset Management SA––––Not filed
Tiaa, FSB––––Not filed
Vigilant Capital Management, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed