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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 428 | $34.4K | 0.00% | +428 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 407 | $32.7K | 0.01% | +407 | New |
| 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 |
| GWM Advisors LLC | 371 | $29.8K | 0.00% | +236+174.8% | Added |
| Assetmark, Inc | 352 | $28.3K | 0.00% | +304+633.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $24.1K | 0.01% | +300 | New |
| Public Employees Retirement System of Ohio | 276 | $22.2K | 0.00% | +12+4.5% | Added |
| Millburn Ridgefield Corp | 241 | $19.4K | 0.00% | −33−12.0% | Reduced |
| Hexagon Capital Partners LLC | 237 | $19.1K | 0.00% | −2−0.8% | Reduced |
| Signaturefd, LLC | 236 | $19.0K | 0.00% | −60−20.3% | Reduced |
| 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 |
| South Dakota Investment Council | 193 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 195 | $15.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 158 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $11.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $8.04K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $7.72K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 91 | $7.32K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 90 | $7.00K | 0.00% | −726−89.0% | Reduced |
| Coppell Advisory Solutions LLC | 82 | $6.59K | 0.00% | +82 | New |
| Federated Hermes, Inc. | 71 | $5.71K | 0.00% | +71 | New |
| EverSource Wealth Advisors, LLC | 64 | $5.15K | 0.00% | −1,000−94.0% | Reduced |
| Creekmur Asset Management LLC | 63 | $5.03K | 0.00% | +63 | New |
| LGT Financial Advisors LLC | 62 | $4.99K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $4.83K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $4.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 56 | $4.50K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $3.86K | 0.00% | +21+77.8% | Added |
| Bell Investment Advisors, Inc | 45 | $3.62K | 0.00% | −13−22.4% | Reduced |
| Glassman Wealth Services | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 38 | $3.02K | 0.00% | +38 | New |
| GAMMA Investing LLC | 40 | $2.98K | 0.00% | +40 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36 | $2.86K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 30 | $2.41K | 0.00% | +30 | New |
| Proequities, Inc. | 30 | $2.41K | 0.00% | +4+15.4% | Added |
| Massmutual Trust Co FSB | 29 | $2.33K | 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 |
| JFS Wealth Advisors, LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 23 | $1.85K | 0.00% | +23 | New |
| Plato Investment Management Ltd | 23 | $1.85K | 0.00% | +23 | New |
| Sound Income Strategies, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 15 | $1.21K | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 14 | $1.13K | 0.00% | +6+75.0% | Added |
| Parkside Financial Bank & Trust | 12 | $966 | 0.00% | −90−88.2% | Reduced |
| First Horizon Advisors, Inc. | 9 | $724 | 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 |
| Abound Wealth Management | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Smartleaf Asset Management LLC | 11 | $0 | 0.00% | +11 | New |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −22,469−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −11,940−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −7,080−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,476−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,905−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,292−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,892−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |