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, Q2 2024
Institutional positions in American States Water Co as of Jun 30, 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
- 338
- +7 vs. Q1 2024
- Shares held
- 28.5M
- +424.1K (+1.5%) vs. Q1 2024
- Total value
- $2.06B
- +$40.7M (+2.0%) vs. Q1 2024
- New holders
- 40
- 128 more added
- Sold out
- 33
- 108 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 4 | $291 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $365 | 0.00% | −2−28.6% | Reduced |
| SJS Investment Consulting Inc. | 6 | $436 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $436 | 0.00% | +1+20.0% | Added |
| Larson Financial Group LLC | 7 | $508 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 9 | $653 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.02K | 0.00% | −22−61.1% | Reduced |
| Rothschild Investment LLC | 15 | $1.09K | 0.00% | +10+200.0% | Added |
| JFS Wealth Advisors, LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 18 | $1.31K | 0.00% | +18 | New |
| Sound Income Strategies, LLC | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $1.96K | 0.00% | −3−10.0% | Reduced |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $2.38K | 0.00% | +33 | New |
| Proequities, Inc. | 39 | $2.83K | 0.00% | +16+69.6% | Added |
| Umb Bank N A | 42 | $3.05K | 0.00% | −874−95.4% | Reduced |
| Principal Securities, Inc. | 47 | $3.41K | 0.00% | −401−89.5% | Reduced |
| Private Trust Co NA | 48 | $3.48K | 0.00% | −48−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $3.65K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 58 | $4.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 51 | $4.21K | 0.00% | +36+240.0% | Added |
| LGT Financial Advisors LLC | 62 | $4.50K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $4.86K | 0.00% | +67 | New |
| Massmutual Trust Co FSB | 79 | $5.73K | 0.00% | +71+887.5% | Added |
| IFP Advisors, Inc | 91 | $6.60K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $7.26K | 0.00% | +100 | New |
| Bessemer Group Inc | 141 | $10.0K | 0.00% | −46,702−99.7% | Reduced |
| Quent Capital, LLC | 140 | $10.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $10.2K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $10.9K | 0.01% | +150 | New |
| Mather Group, LLC. | 154 | $11.1K | 0.00% | +154 | New |
| Lindbrook Capital, LLC | 155 | $11.2K | 0.00% | +141+1,007.1% | Added |
| Versant Capital Management, Inc | 192 | $13.9K | 0.00% | −280−59.3% | Reduced |
| Smartleaf Asset Management LLC | 204 | $14.7K | 0.00% | +193+1,754.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $15.0K | 0.00% | +200 | New |
| GPS Wealth Strategies Group, LLC | 215 | $15.6K | 0.00% | +15+7.5% | Added |
| Millburn Ridgefield Corp | 221 | $16.0K | 0.00% | −46−17.2% | Reduced |
| Catalyst Capital Advisors LLC | 221 | $16.0K | 0.00% | −46−17.2% | Reduced |
| Federated Hermes, Inc. | 228 | $16.5K | 0.00% | +157+221.1% | Added |
| Hexagon Capital Partners LLC | 235 | $17.1K | 0.00% | −2−0.8% | Reduced |
| GWM Advisors LLC | 239 | $17.3K | 0.00% | −61−20.3% | Reduced |
| Family Firm, Inc. | 244 | $17.7K | 0.00% | +244 | New |
| Signaturefd, LLC | 269 | $19.5K | 0.00% | +18+7.2% | Added |
| Coppell Advisory Solutions LLC | 286 | $20.7K | 0.00% | +286 | New |
| Catalyst Funds Management Pty Ltd | 300 | $21.8K | 0.01% | −3,370−91.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $22.4K | 0.00% | +273+758.3% | Added |
| Public Employees Retirement System of Ohio | 314 | $22.8K | 0.00% | +24+8.3% | Added |
| Natixis | 481 | $34.9K | 0.00% | −101−17.4% | Reduced |
| Salem Investment Counselors Inc | 500 | $36.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $39.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 554 | $40.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 579 | $42.3K | 0.01% | +579 | New |
| Anchor Investment Management, LLC | 602 | $43.7K | 0.00% | +4+0.7% | Added |
| Whittier Trust Co | 610 | $44.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 625 | $45.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 700 | $50.8K | 0.00% | −4,900−87.5% | Reduced |
| Armstrong Advisory Group, Inc | 742 | $53.8K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 893 | $64.8K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 934 | $67.7K | 0.01% | −1,470−61.1% | Reduced |
| AdvisorNet Financial, Inc | 935 | $67.9K | 0.01% | −24−2.5% | Reduced |
| KBC Group NV | 937 | $68.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 954 | $69.2K | 0.00% | +23+2.5% | Added |
| Venturi Wealth Management, LLC | 983 | $71.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $72.6K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,027 | $74.6K | 0.05% | +15+1.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 935 | $75.5K | 0.00% | −106−10.2% | Reduced |
| CWM, LLC | 1,045 | $76.0K | 0.00% | +250+31.4% | Added |
| Quarry LP | 1,108 | $80.4K | 0.03% | +1,108 | New |
| GAMMA Investing LLC | 1,115 | $80.9K | 0.01% | +976+702.2% | Added |
| Fifth Third Bancorp | 1,164 | $84.5K | 0.00% | +59+5.3% | Added |
| Allworth Financial LP | 1,076 | $85.2K | 0.00% | +131+13.9% | Added |
| Hoertkorn Richard Charles | 1,175 | $85.3K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 1,241 | $90.1K | 0.00% | +5+0.4% | Added |
| Gables Capital Management Inc. | 1,250 | $90.7K | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,337 | $97.0K | 0.05% | +1,337 | New |
| Quadrant Capital Group LLC | 1,400 | $101.6K | 0.01% | +289+26.0% | Added |
| Glen Eagle Advisors, LLC | 1,552 | $112.6K | 0.02% | −171−9.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,639 | $118.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,751 | $127.0K | 0.08% | +121+7.4% | Added |
| Point72 (DIFC) Ltd | 1,795 | $130.3K | 0.01% | +1,795 | New |
| Trust Co of Vermont | 1,800 | $130.6K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,800 | $130.6K | 0.08% | +1,800 | New |
| Adirondack Trust Co | 2,000 | $145.1K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,000 | $145.1K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,110 | $153.1K | 0.01% | −7−0.3% | Reduced |
| Global Retirement Partners, LLC | 2,137 | $155.1K | 0.00% | −105−4.7% | Reduced |
| Parallel Advisors, LLC | 2,479 | $179.9K | 0.00% | +60+2.5% | Added |
| Kelly Lawrence W & Associates Inc | 2,780 | $201.7K | 0.05% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,800 | $203.2K | 0.06% | +2,800 | New |
| Meeder Advisory Services, Inc. | 2,817 | $204.4K | 0.01% | +2,817 | New |
| Phoenix Holdings Ltd. | 2,865 | $205.8K | 0.00% | +19+0.7% | Added |
| Wedbush Securities Inc | 2,850 | $207.0K | 0.01% | +2,850 | New |
| Resources Investment Advisors, LLC. | 2,899 | $210.4K | 0.00% | +2,899 | New |
| Nebula Research & Development LLC | 2,900 | $210.5K | 0.03% | +2,900 | New |
| Vision Capital Management, Inc. | 2,921 | $212.0K | 0.03% | 00.0% | Unchanged |
| First Interstate Bank | 3,000 | $217.7K | 0.01% | 00.0% | Unchanged |