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 |
|---|---|---|---|---|---|
| Blankinship & Foster, LLC | 4,452 | $323.1K | 0.08% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,145 | $301.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4,104 | $297.8K | 0.27% | +4,104 | New |
| BKD Wealth Advisors, LLC | 4,076 | $295.8K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,988 | $289.4K | 0.01% | −2,834−41.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,825 | $277.6K | 0.02% | +3,825 | New |
| MGB Wealth Management, LLC | 3,561 | $275.7K | 0.10% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,750 | $272.0K | 0.20% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,722 | $270.1K | 0.03% | −1,868−33.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,699 | $268.4K | 0.01% | −140−3.6% | Reduced |
| Pathway Financial Advisers, LLC | 3,694 | $268.0K | 0.10% | +23+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,663 | $265.8K | 0.00% | +328+9.8% | Added |
| Aquatic Capital Management LLC | 3,600 | $261.3K | 0.01% | −6,900−65.7% | Reduced |
| Hoylecohen, LLC | 3,600 | $261.3K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,590 | $260.5K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,588 | $260.4K | 0.05% | +3,588 | New |
| Vista Investment Partners LLC | 3,500 | $254.0K | 0.09% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,497 | $253.8K | 0.00% | +3,497 | New |
| Jefferies Financial Group Inc. | 3,483 | $252.8K | 0.00% | +3,483 | New |
| Advisors Asset Management, Inc. | 3,452 | $250.5K | 0.00% | −286−7.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,438 | $249.4K | 0.00% | +3,438 | New |
| Avantax Planning Partners, Inc. | 3,419 | $248.1K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,300 | $239.5K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 3,284 | $236.8K | 0.00% | −404−11.0% | Reduced |
| Raymond James Trust N.A. | 3,260 | $236.6K | 0.01% | +9+0.3% | Added |
| Crossmark Global Holdings, Inc. | 3,243 | $235.0K | 0.00% | −136−4.0% | Reduced |
| Kepos Capital LP | 3,200 | $232.0K | 0.09% | −86−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 3,183 | $231.0K | 0.00% | +101+3.3% | Added |
| Ballentine Partners, LLC | 3,179 | $230.7K | 0.00% | +3,179 | New |
| Blair William & Co | 3,145 | $228.2K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,140 | $227.9K | 0.00% | −282−8.2% | Reduced |
| Sherbrooke Park Advisers LLC | 3,094 | $224.5K | 0.04% | +3,094 | New |
| QRG Capital Management, Inc. | 3,075 | $223.2K | 0.00% | +269+9.6% | Added |
| Kestra Private Wealth Services, LLC | 3,074 | $223.1K | 0.00% | −42−1.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,056 | $221.8K | 0.06% | −1,331−30.3% | Reduced |
| Coston, McIsaac & Partners | 3,040 | $219.0K | 0.07% | +14+0.5% | Added |
| SlateStone Wealth, LLC | 3,000 | $218.0K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 3,000 | $217.7K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,000 | $217.7K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,921 | $212.0K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,900 | $210.5K | 0.03% | +2,900 | New |
| Resources Investment Advisors, LLC. | 2,899 | $210.4K | 0.00% | +2,899 | New |
| Wedbush Securities Inc | 2,850 | $207.0K | 0.01% | +2,850 | New |
| Phoenix Holdings Ltd. | 2,865 | $205.8K | 0.00% | +19+0.7% | Added |
| Meeder Advisory Services, Inc. | 2,817 | $204.4K | 0.01% | +2,817 | New |
| Oak Hill Wealth Advisors, LLC | 2,800 | $203.2K | 0.06% | +2,800 | New |
| Kelly Lawrence W & Associates Inc | 2,780 | $201.7K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,479 | $179.9K | 0.00% | +60+2.5% | Added |
| Global Retirement Partners, LLC | 2,137 | $155.1K | 0.00% | −105−4.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,110 | $153.1K | 0.01% | −7−0.3% | Reduced |
| Front Row Advisors LLC | 2,000 | $145.1K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,000 | $145.1K | 0.06% | 00.0% | Unchanged |
| 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 |
| Point72 (DIFC) Ltd | 1,795 | $130.3K | 0.01% | +1,795 | New |
| Covestor Ltd | 1,751 | $127.0K | 0.08% | +121+7.4% | Added |
| Farmers & Merchants Investments Inc | 1,639 | $118.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,552 | $112.6K | 0.02% | −171−9.9% | Reduced |
| Quadrant Capital Group LLC | 1,400 | $101.6K | 0.01% | +289+26.0% | Added |
| EntryPoint Capital, LLC | 1,337 | $97.0K | 0.05% | +1,337 | New |
| Gables Capital Management Inc. | 1,250 | $90.7K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,241 | $90.1K | 0.00% | +5+0.4% | Added |
| Hoertkorn Richard Charles | 1,175 | $85.3K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,076 | $85.2K | 0.00% | +131+13.9% | Added |
| Fifth Third Bancorp | 1,164 | $84.5K | 0.00% | +59+5.3% | Added |
| GAMMA Investing LLC | 1,115 | $80.9K | 0.01% | +976+702.2% | Added |
| Quarry LP | 1,108 | $80.4K | 0.03% | +1,108 | New |
| CWM, LLC | 1,045 | $76.0K | 0.00% | +250+31.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 935 | $75.5K | 0.00% | −106−10.2% | Reduced |
| Clarity Asset Management, Inc. | 1,027 | $74.6K | 0.05% | +15+1.5% | Added |
| Spire Wealth Management | 1,000 | $72.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 983 | $71.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 954 | $69.2K | 0.00% | +23+2.5% | Added |
| KBC Group NV | 937 | $68.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 935 | $67.9K | 0.01% | −24−2.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 934 | $67.7K | 0.01% | −1,470−61.1% | Reduced |
| Continuum Advisory, LLC | 893 | $64.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 742 | $53.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 700 | $50.8K | 0.00% | −4,900−87.5% | Reduced |
| Harbour Investments, Inc. | 625 | $45.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $44.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 602 | $43.7K | 0.00% | +4+0.7% | Added |
| ORG Partners LLC | 579 | $42.3K | 0.01% | +579 | New |
| Steward Partners Investment Advisory, LLC | 554 | $40.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $39.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $36.3K | 0.00% | 00.0% | Unchanged |
| Natixis | 481 | $34.9K | 0.00% | −101−17.4% | Reduced |
| Public Employees Retirement System of Ohio | 314 | $22.8K | 0.00% | +24+8.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $22.4K | 0.00% | +273+758.3% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $21.8K | 0.01% | −3,370−91.8% | Reduced |
| Coppell Advisory Solutions LLC | 286 | $20.7K | 0.00% | +286 | New |
| Signaturefd, LLC | 269 | $19.5K | 0.00% | +18+7.2% | Added |
| Family Firm, Inc. | 244 | $17.7K | 0.00% | +244 | New |
| GWM Advisors LLC | 239 | $17.3K | 0.00% | −61−20.3% | Reduced |
| Hexagon Capital Partners LLC | 235 | $17.1K | 0.00% | −2−0.8% | Reduced |
| Federated Hermes, Inc. | 228 | $16.5K | 0.00% | +157+221.1% | 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 |
| GPS Wealth Strategies Group, LLC | 215 | $15.6K | 0.00% | +15+7.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $15.0K | 0.00% | +200 | New |