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 |
|---|---|---|---|---|---|
| Blankinship & Foster, LLC | 4,452 | $321.6K | 0.08% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,387 | $316.9K | 0.08% | −478−9.8% | Reduced |
| Ingalls & Snyder LLC | 4,145 | $299.0K | 0.01% | −200−4.6% | Reduced |
| BKD Wealth Advisors, LLC | 4,076 | $294.4K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,970 | $286.8K | 0.00% | +3,970 | New |
| Ameritas Investment Partners, Inc. | 3,839 | $277.3K | 0.01% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,750 | $271.0K | 0.19% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 3,749 | $270.8K | 0.16% | +545+17.0% | Added |
| Advisors Asset Management, Inc. | 3,738 | $270.0K | 0.01% | +721+23.9% | Added |
| Armistice Capital, LLC | 3,701 | $267.4K | 0.01% | +3,701 | New |
| JustInvest LLC | 3,688 | $266.4K | 0.01% | −810−18.0% | Reduced |
| Pathway Financial Advisers, LLC | 3,671 | $265.2K | 0.10% | +21+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 3,670 | $265.1K | 0.07% | +3,670 | New |
| Hoylecohen, LLC | 3,600 | $260.1K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,590 | $259.3K | 0.00% | −188−5.0% | Reduced |
| Cipher Capital LP | 3,573 | $258.1K | 0.12% | +810+29.3% | Added |
| MGB Wealth Management, LLC | 3,561 | $257.2K | 0.10% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,500 | $252.8K | 0.09% | −179−4.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,427 | $247.6K | 0.00% | +474+16.1% | Added |
| Glenmede Trust Co NA | 3,422 | $247.2K | 0.00% | +174+5.4% | Added |
| Avantax Planning Partners, Inc. | 3,419 | $247.0K | 0.01% | +3,419 | New |
| Crossmark Global Holdings, Inc. | 3,379 | $244.0K | 0.00% | +239+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,335 | $240.9K | 0.00% | +53+1.6% | Added |
| Stonebridge Capital Advisors LLC | 3,300 | $238.4K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 3,286 | $237.0K | 0.06% | +11+0.3% | Added |
| Raymond James Trust N.A. | 3,251 | $234.9K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,172 | $229.1K | 0.00% | −3,878−55.0% | Reduced |
| Blair William & Co | 3,145 | $227.2K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 3,119 | $225.3K | 0.14% | +3,119 | New |
| Kestra Private Wealth Services, LLC | 3,116 | $225.1K | 0.01% | −2,557−45.1% | Reduced |
| Bellecapital International Ltd. | 3,103 | $224.2K | 0.05% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,082 | $223.0K | 0.00% | −53−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 3,034 | $219.2K | 0.00% | +252+9.1% | Added |
| Coston, McIsaac & Partners | 3,026 | $217.0K | 0.07% | −83−2.7% | Reduced |
| SlateStone Wealth, LLC | 3,000 | $217.0K | 0.02% | 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 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,986 | $216.0K | 0.00% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,921 | $211.0K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,846 | $205.0K | 0.00% | +2,846 | New |
| QRG Capital Management, Inc. | 2,806 | $202.7K | 0.00% | −326−10.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,780 | $200.8K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,419 | $174.7K | 0.00% | −3−0.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,404 | $173.7K | 0.05% | +1,997+490.7% | Added |
| Global Retirement Partners, LLC | 2,242 | $162.0K | 0.01% | +584+35.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,117 | $152.9K | 0.01% | +607+40.2% | Added |
| Metropolitan Life Insurance Co | 2,022 | $146.1K | 0.01% | −110−5.2% | Reduced |
| 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 |
| Trust Co of Vermont | 1,800 | $130.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,765 | $127.5K | 0.00% | −13,521−88.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,723 | $124.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,639 | $118.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,630 | $118.0K | 0.08% | +1,075+193.7% | Added |
| Gables Capital Management Inc. | 1,250 | $90.3K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,246 | $90.0K | 0.00% | −137−9.9% | Reduced |
| Huntington National Bank | 1,236 | $89.3K | 0.00% | +35+2.9% | Added |
| Hoertkorn Richard Charles | 1,175 | $84.9K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $83.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,111 | $80.3K | 0.01% | −84−7.0% | Reduced |
| Fifth Third Bancorp | 1,105 | $79.8K | 0.00% | −76−6.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,041 | $75.2K | 0.00% | +1,041 | New |
| Clarity Asset Management, Inc. | 1,012 | $73.1K | 0.05% | +67+7.1% | Added |
| Spire Wealth Management | 1,000 | $72.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 983 | $71.0K | 0.00% | −100−9.2% | Reduced |
| Continuum Advisory, LLC | 893 | $69.6K | 0.01% | +893 | New |
| AdvisorNet Financial, Inc | 959 | $69.3K | 0.01% | −257−21.1% | Reduced |
| Allworth Financial LP | 945 | $68.3K | 0.00% | +190+25.2% | Added |
| KBC Group NV | 937 | $68.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 931 | $67.3K | 0.00% | −1,874−66.8% | Reduced |
| Umb Bank N A | 916 | $66.2K | 0.00% | +16+1.8% | Added |
| Armstrong Advisory Group, Inc | 742 | $59.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 795 | $57.0K | 0.00% | −615−43.6% | Reduced |
| Harbour Investments, Inc. | 625 | $45.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $44.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 598 | $43.2K | 0.00% | +3+0.5% | Added |
| Natixis | 582 | $42.0K | 0.00% | +8+1.4% | Added |
| Brown Brothers Harriman & Co | 564 | $40.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 554 | $40.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 555 | $40.0K | 0.00% | +465+516.7% | Added |
| CIBC Private Wealth Group, LLC | 550 | $39.4K | 0.00% | +550 | New |
| Salem Investment Counselors Inc | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 472 | $34.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 448 | $32.4K | 0.00% | +20+4.7% | Added |
| Pflug Koory, LLC | 400 | $28.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $21.6K | 0.00% | −71−19.1% | Reduced |
| Public Employees Retirement System of Ohio | 290 | $20.9K | 0.00% | +14+5.1% | Added |
| Millburn Ridgefield Corp | 267 | $19.3K | 0.00% | +26+10.8% | Added |
| Catalyst Capital Advisors LLC | 267 | $19.3K | 0.00% | +267 | New |
| Signaturefd, LLC | 251 | $18.1K | 0.00% | +15+6.4% | Added |
| Hexagon Capital Partners LLC | 237 | $17.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $10.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $10.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 140 | $10.1K | 0.00% | +140 | New |
| GAMMA Investing LLC | 139 | $10.0K | 0.00% | +99+247.5% | Added |
| Fernwood Investment Management, LLC | 122 | $8.81K | 0.00% | +122 | New |
| Washington Trust Advisors, Inc. | 100 | $7.22K | 0.00% | 00.0% | Unchanged |