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, Q4 2023
Institutional positions in American States Water Co as of Dec 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
- 360
- +21 vs. Q3 2023
- Shares held
- 27.8M
- +186.2K (+0.7%) vs. Q3 2023
- Total value
- $2.24B
- +$60.1M (+2.8%) vs. Q3 2023
- New holders
- 42
- 122 more added
- Sold out
- 21
- 119 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Smartleaf Asset Management LLC | 11 | $0 | 0.00% | +11 | New |
| Sofos Investments, Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $322 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $403 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $403 | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 9 | $724 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $966 | 0.00% | −90−88.2% | Reduced |
| Farther Finance Advisors, LLC | 14 | $1.13K | 0.00% | +6+75.0% | Added |
| Planned Solutions, Inc. | 15 | $1.21K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 23 | $1.85K | 0.00% | +23 | New |
| Oakworth Capital, Inc. | 23 | $1.85K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $2.00K | 0.00% | +26+520.0% | Added |
| Capital Advisors, Ltd. LLC | 24 | $2.00K | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 30 | $2.41K | 0.00% | +4+15.4% | Added |
| Accent Capital Management, LLC | 30 | $2.41K | 0.00% | +30 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36 | $2.86K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 40 | $2.98K | 0.00% | +40 | New |
| Birchbrook, Inc. | 38 | $3.02K | 0.00% | +38 | New |
| Glassman Wealth Services | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $3.62K | 0.00% | −13−22.4% | Reduced |
| Lindbrook Capital, LLC | 48 | $3.86K | 0.00% | +21+77.8% | Added |
| Key Financial Inc | 56 | $4.50K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $4.61K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $4.83K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $4.99K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 63 | $5.03K | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 64 | $5.15K | 0.00% | −1,000−94.0% | Reduced |
| Federated Hermes, Inc. | 71 | $5.71K | 0.00% | +71 | New |
| Coppell Advisory Solutions LLC | 82 | $6.59K | 0.00% | +82 | New |
| Simplex Trading, LLC | 90 | $7.00K | 0.00% | −726−89.0% | Reduced |
| IFP Advisors, Inc | 91 | $7.32K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $7.72K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $8.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $11.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $11.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 195 | $15.7K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 193 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 200 | $16.1K | 0.01% | −1,079−84.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $16.1K | 0.00% | +200 | New |
| Tucker Asset Management LLC | 200 | $16.1K | 0.00% | +200 | New |
| Signaturefd, LLC | 236 | $19.0K | 0.00% | −60−20.3% | Reduced |
| Hexagon Capital Partners LLC | 237 | $19.1K | 0.00% | −2−0.8% | Reduced |
| Millburn Ridgefield Corp | 241 | $19.4K | 0.00% | −33−12.0% | Reduced |
| Public Employees Retirement System of Ohio | 276 | $22.2K | 0.00% | +12+4.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $24.1K | 0.01% | +300 | New |
| Assetmark, Inc | 352 | $28.3K | 0.00% | +304+633.3% | Added |
| GWM Advisors LLC | 371 | $29.8K | 0.00% | +236+174.8% | Added |
| Jones Financial Companies LLLP | 400 | $32.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $32.2K | 0.02% | 00.0% | Unchanged |
| Northwest Financial Advisors | 400 | $32.2K | 0.03% | +400 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 407 | $32.7K | 0.01% | +407 | New |
| Principal Securities, Inc. | 428 | $34.4K | 0.00% | +428 | New |
| Versant Capital Management, Inc | 472 | $38.0K | 0.01% | −58−10.9% | Reduced |
| Salem Investment Counselors Inc | 500 | $40.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $40.9K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 551 | $44.0K | 0.00% | +551 | New |
| Steward Partners Investment Advisory, LLC | 554 | $44.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 558 | $44.9K | 0.00% | −8,119−93.6% | Reduced |
| Covestor Ltd | 555 | $45.0K | 0.03% | +553+27,650.0% | Added |
| Brown Brothers Harriman & Co | 564 | $45.4K | 0.00% | 00.0% | Unchanged |
| Natixis | 574 | $46.2K | 0.00% | −118−17.1% | Reduced |
| Advisory Services Network, LLC | 594 | $47.8K | 0.00% | +594 | New |
| Anchor Investment Management, LLC | 595 | $47.8K | 0.01% | +3+0.5% | Added |
| Whittier Trust Co | 610 | $49.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $50.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 742 | $59.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 755 | $60.7K | 0.00% | −465−38.1% | Reduced |
| ORG Partners LLC | 779 | $62.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 900 | $72.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 937 | $75.0K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 945 | $76.0K | 0.06% | +945 | New |
| Spire Wealth Management | 1,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,083 | $87.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,101 | $88.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $92.5K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,175 | $94.5K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,181 | $95.0K | 0.00% | +930+370.5% | Added |
| Point72 Middle East FZE | 1,190 | $95.7K | 0.01% | +1,020+600.0% | Added |
| Quadrant Capital Group LLC | 1,195 | $96.1K | 0.01% | +426+55.4% | Added |
| Huntington National Bank | 1,201 | $96.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,216 | $97.8K | 0.01% | +736+153.3% | Added |
| Gables Capital Management Inc. | 1,250 | $100.5K | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,383 | $111.0K | 0.01% | −417−23.2% | Reduced |
| CWM, LLC | 1,410 | $113.0K | 0.00% | −57−3.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $121.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,600 | $128.7K | 0.00% | −32,123−95.3% | Reduced |
| Global Retirement Partners, LLC | 1,658 | $130.3K | 0.01% | −1,002−37.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,639 | $131.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,723 | $138.6K | 0.03% | −57−3.2% | Reduced |
| Adirondack Trust Co | 2,000 | $142.8K | 0.06% | +1,000+100.0% | Added |
| Trust Co of Vermont | 1,800 | $144.8K | 0.01% | +50+2.9% | Added |
| Front Row Advisors LLC | 2,000 | $160.8K | 0.07% | 00.0% | Unchanged |