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, Q1 2024
Institutional positions in American States Water Co as of Mar 31, 2024. 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
- 335
- −23 vs. Q4 2023
- Shares held
- 28.1M
- +250.8K (+0.9%) vs. Q4 2023
- Total value
- $2.03B
- −$209.8M (−9.4%) vs. Q4 2023
- New holders
- 31
- 115 more added
- Sold out
- 54
- 116 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $289 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $361 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $362 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $434 | 0.00% | +1+20.0% | Added |
| Farther Finance Advisors, LLC | 7 | $502 | 0.00% | −7−50.0% | Reduced |
| Massmutual Trust Co FSB | 8 | $578 | 0.00% | −21−72.4% | Reduced |
| First Horizon Advisors, Inc. | 9 | $650 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11 | $792 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $867 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 14 | $1.01K | 0.00% | −34−70.8% | Reduced |
| EverSource Wealth Advisors, LLC | 15 | $1.06K | 0.00% | −49−76.6% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $1.23K | 0.00% | −7−29.2% | Reduced |
| Sound Income Strategies, LLC | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 21 | $1.48K | 0.00% | −17−44.7% | Reduced |
| Proequities, Inc. | 23 | $1.66K | 0.00% | −7−23.3% | Reduced |
| Oakworth Capital, Inc. | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $2.17K | 0.00% | −15−33.3% | Reduced |
| LRI Investments, LLC | 31 | $2.22K | 0.00% | +31 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36 | $2.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $2.60K | 0.00% | +36 | New |
| Banque Cantonale Vaudoise | 35 | $3.00K | 0.00% | −123−77.8% | Reduced |
| Sofos Investments, Inc. | 47 | $3.39K | 0.00% | +47 | Added |
| TD Waterhouse Canada Inc. | 50 | $3.50K | 0.00% | +50 | New |
| Assetmark, Inc | 54 | $3.90K | 0.00% | −298−84.7% | Reduced |
| Key Financial Inc | 56 | $4.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 58 | $4.17K | 0.00% | +1+1.8% | Added |
| LGT Financial Advisors LLC | 62 | $4.48K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 71 | $5.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 91 | $6.57K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 96 | $6.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 122 | $8.81K | 0.00% | +122 | New |
| GAMMA Investing LLC | 139 | $10.0K | 0.00% | +99+247.5% | Added |
| Quent Capital, LLC | 140 | $10.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 140 | $10.1K | 0.00% | +140 | New |
| Brown, Lisle/Cummings, Inc. | 141 | $10.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 237 | $17.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 251 | $18.1K | 0.00% | +15+6.4% | Added |
| Millburn Ridgefield Corp | 267 | $19.3K | 0.00% | +26+10.8% | Added |
| Catalyst Capital Advisors LLC | 267 | $19.3K | 0.00% | +267 | New |
| Public Employees Retirement System of Ohio | 290 | $20.9K | 0.00% | +14+5.1% | Added |
| GWM Advisors LLC | 300 | $21.6K | 0.00% | −71−19.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 400 | $28.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 448 | $32.4K | 0.00% | +20+4.7% | Added |
| Versant Capital Management, Inc | 472 | $34.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $39.4K | 0.00% | +550 | New |
| Simplex Trading, LLC | 555 | $40.0K | 0.00% | +465+516.7% | Added |
| Steward Partners Investment Advisory, LLC | 554 | $40.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 564 | $40.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 582 | $42.0K | 0.00% | +8+1.4% | Added |
| Anchor Investment Management, LLC | 598 | $43.2K | 0.00% | +3+0.5% | Added |
| Whittier Trust Co | 610 | $44.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $45.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 795 | $57.0K | 0.00% | −615−43.6% | Reduced |
| Armstrong Advisory Group, Inc | 742 | $59.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 916 | $66.2K | 0.00% | +16+1.8% | Added |
| Nisa Investment Advisors, LLC | 931 | $67.3K | 0.00% | −1,874−66.8% | Reduced |
| KBC Group NV | 937 | $68.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 945 | $68.3K | 0.00% | +190+25.2% | Added |
| AdvisorNet Financial, Inc | 959 | $69.3K | 0.01% | −257−21.1% | Reduced |
| Continuum Advisory, LLC | 893 | $69.6K | 0.01% | +893 | New |
| Venturi Wealth Management, LLC | 983 | $71.0K | 0.00% | −100−9.2% | Reduced |
| Spire Wealth Management | 1,000 | $72.2K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,012 | $73.1K | 0.05% | +67+7.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,041 | $75.2K | 0.00% | +1,041 | New |
| Fifth Third Bancorp | 1,105 | $79.8K | 0.00% | −76−6.4% | Reduced |
| Quadrant Capital Group LLC | 1,111 | $80.3K | 0.01% | −84−7.0% | Reduced |
| First Manhattan Co | 1,150 | $83.1K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,175 | $84.9K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 1,236 | $89.3K | 0.00% | +35+2.9% | Added |
| Shell Asset Management Co | 1,246 | $90.0K | 0.00% | −137−9.9% | Reduced |
| Gables Capital Management Inc. | 1,250 | $90.3K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 1,630 | $118.0K | 0.08% | +1,075+193.7% | Added |
| Farmers & Merchants Investments Inc | 1,639 | $118.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,723 | $124.5K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,765 | $127.5K | 0.00% | −13,521−88.5% | Reduced |
| Trust Co of Vermont | 1,800 | $130.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,000 | $144.5K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,000 | $144.5K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,022 | $146.1K | 0.01% | −110−5.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,117 | $152.9K | 0.01% | +607+40.2% | Added |
| Global Retirement Partners, LLC | 2,242 | $162.0K | 0.01% | +584+35.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,404 | $173.7K | 0.05% | +1,997+490.7% | Added |
| Parallel Advisors, LLC | 2,419 | $174.7K | 0.00% | −3−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,780 | $200.8K | 0.05% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 2,806 | $202.7K | 0.00% | −326−10.4% | Reduced |
| Phoenix Holdings Ltd. | 2,846 | $205.0K | 0.00% | +2,846 | New |
| Vision Capital Management, Inc. | 2,921 | $211.0K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,986 | $216.0K | 0.00% | 00.0% | Unchanged |
| First Interstate Bank | 3,000 | $216.7K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,000 | $216.7K | 0.02% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,000 | $216.7K | 0.02% | 00.0% | Unchanged |