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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 4,345 | $349.0K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,208 | $338.4K | 0.03% | +744+21.5% | Added |
| BKD Wealth Advisors, LLC | 4,076 | $327.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,839 | $308.7K | 0.01% | +154+4.2% | Added |
| Centiva Capital, LP | 3,811 | $306.5K | 0.02% | +3,811 | New |
| Tiaa Trust, National Association | 3,778 | $303.8K | 0.00% | +66+1.8% | Added |
| Lederer & Associates Investment Counsel | 3,750 | $302.0K | 0.22% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,679 | $295.9K | 0.11% | +3,679 | New |
| Pathway Financial Advisers, LLC | 3,650 | $293.5K | 0.11% | +20+0.6% | Added |
| Hoylecohen, LLC | 3,600 | $289.5K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 3,573 | $287.3K | 0.00% | +90+2.6% | Added |
| MGB Wealth Management, LLC | 3,561 | $286.7K | 0.14% | +3,561 | New |
| Brevan Howard Capital Management LP | 3,555 | $285.9K | 0.03% | +3,555 | New |
| Inceptionr LLC | 3,554 | $285.8K | 0.20% | +600+20.3% | Added |
| State of Wisconsin Investment Board | 3,506 | $282.0K | 0.00% | −4,264−54.9% | Reduced |
| Freedom Day Solutions, LLC | 3,427 | $275.6K | 0.11% | −181−5.0% | Reduced |
| Independent Advisor Alliance | 3,413 | $274.5K | 0.01% | −766−18.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,400 | $273.4K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,321 | $267.0K | 0.00% | +245+8.0% | Added |
| Stonebridge Capital Advisors LLC | 3,300 | $265.4K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,282 | $263.9K | 0.00% | −142−4.1% | Reduced |
| Kepos Capital LP | 3,275 | $263.0K | 0.09% | +499+18.0% | Added |
| Raymond James Trust N.A. | 3,251 | $261.4K | 0.01% | +15+0.5% | Added |
| Glenmede Trust Co NA | 3,248 | $261.2K | 0.00% | −479−12.9% | Reduced |
| Toroso Investments, LLC | 3,240 | $260.6K | 0.01% | +3,240 | New |
| ELCO Management Co., LLC | 3,204 | $257.7K | 0.17% | −177−5.2% | Reduced |
| Blair William & Co | 3,145 | $252.9K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,140 | $252.0K | 0.01% | −442−12.3% | Reduced |
| Peapack Gladstone Financial Corp | 3,135 | $252.0K | 0.00% | +10.0% | Added |
| QRG Capital Management, Inc. | 3,132 | $251.9K | 0.00% | +288+10.1% | Added |
| Bellecapital International Ltd. | 3,103 | $249.5K | 0.06% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 3,109 | $249.0K | 0.09% | −23−0.7% | Reduced |
| HSBC Holdings PLC | 3,077 | $247.1K | 0.00% | +3,077 | New |
| Advisors Asset Management, Inc. | 3,017 | $242.6K | 0.00% | +1,129+59.8% | Added |
| Daiwa Securities Group Inc. | 3,008 | $242.0K | 0.00% | +523+21.0% | Added |
| First Interstate Bank | 3,000 | $241.3K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,000 | $241.3K | 0.02% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,000 | $241.3K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,000 | $241.0K | 0.03% | −68−2.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,986 | $240.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,953 | $237.5K | 0.00% | +2,953 | New |
| Vision Capital Management, Inc. | 2,921 | $234.9K | 0.04% | +2,921 | New |
| Point72 Europe (London) LLP | 2,914 | $234.3K | 0.03% | +2,914 | New |
| Campbell & CO Investment Adviser LLC | 2,851 | $229.3K | 0.02% | +2,851 | New |
| Nisa Investment Advisors, LLC | 2,805 | $225.6K | 0.00% | −294−9.5% | Reduced |
| Atria Wealth Solutions, Inc. | 2,782 | $223.7K | 0.00% | +2,782 | New |
| Kelly Lawrence W & Associates Inc | 2,780 | $223.6K | 0.05% | 00.0% | Unchanged |
| Cipher Capital LP | 2,763 | $222.2K | 0.07% | +2,763 | New |
| Smith, Moore & Co. | 2,757 | $221.7K | 0.03% | +14+0.5% | Added |
| Wealthfront Advisers LLC | 2,742 | $220.5K | 0.00% | −41−1.5% | Reduced |
| National Asset Management, Inc. | 2,733 | $219.8K | 0.01% | +2,733 | New |
| Resources Investment Advisors, LLC. | 2,658 | $213.8K | 0.00% | +18+0.7% | Added |
| Wedbush Securities Inc | 2,567 | $206.0K | 0.01% | −70−2.7% | Reduced |
| Winton Group Ltd | 2,556 | $205.6K | 0.01% | +12+0.5% | Added |
| Virtu Financial LLC | 2,488 | $200.0K | 0.02% | +2,488 | New |
| Allspring Global Investments Holdings, LLC | 2,471 | $198.7K | 0.00% | −1,382−35.9% | Reduced |
| Parallel Advisors, LLC | 2,422 | $194.8K | 0.01% | −66−2.7% | Reduced |
| Walleye Capital LLC | 2,240 | $180.1K | 0.00% | −2,752−55.1% | Reduced |
| Metropolitan Life Insurance Co | 2,132 | $171.5K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,100 | $168.9K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,000 | $160.8K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,800 | $144.8K | 0.01% | +50+2.9% | Added |
| Adirondack Trust Co | 2,000 | $142.8K | 0.06% | +1,000+100.0% | Added |
| Glen Eagle Advisors, LLC | 1,723 | $138.6K | 0.03% | −57−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,639 | $131.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,658 | $130.3K | 0.01% | −1,002−37.7% | Reduced |
| Point72 Asset Management, L.P. | 1,600 | $128.7K | 0.00% | −32,123−95.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $121.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,410 | $113.0K | 0.00% | −57−3.9% | Reduced |
| Shell Asset Management Co | 1,383 | $111.0K | 0.01% | −417−23.2% | Reduced |
| Gables Capital Management Inc. | 1,250 | $100.5K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,216 | $97.8K | 0.01% | +736+153.3% | Added |
| Huntington National Bank | 1,201 | $96.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,195 | $96.1K | 0.01% | +426+55.4% | Added |
| Point72 Middle East FZE | 1,190 | $95.7K | 0.01% | +1,020+600.0% | Added |
| Fifth Third Bancorp | 1,181 | $95.0K | 0.00% | +930+370.5% | Added |
| Hoertkorn Richard Charles | 1,175 | $94.5K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $92.5K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,101 | $88.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,083 | $87.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 945 | $76.0K | 0.06% | +945 | New |
| KBC Group NV | 937 | $75.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 900 | $72.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 779 | $62.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 755 | $60.7K | 0.00% | −465−38.1% | Reduced |
| Armstrong Advisory Group, Inc | 742 | $59.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $50.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $49.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 595 | $47.8K | 0.01% | +3+0.5% | Added |
| Advisory Services Network, LLC | 594 | $47.8K | 0.00% | +594 | New |
| Natixis | 574 | $46.2K | 0.00% | −118−17.1% | Reduced |
| Brown Brothers Harriman & Co | 564 | $45.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 555 | $45.0K | 0.03% | +553+27,650.0% | Added |
| Quantbot Technologies LP | 558 | $44.9K | 0.00% | −8,119−93.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 554 | $44.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 551 | $44.0K | 0.00% | +551 | New |
| Pacifica Partners Inc. | 500 | $40.9K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $40.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 472 | $38.0K | 0.01% | −58−10.9% | Reduced |