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, Q3 2024
Institutional positions in American States Water Co as of Sep 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
- 343
- +8 vs. Q2 2024
- Shares held
- 29.1M
- +7.27M (+33.3%) vs. Q2 2024
- Total value
- $2.42B
- +$839.6M (+53.0%) vs. Q2 2024
- New holders
- 40
- 111 more added
- Sold out
- 32
- 119 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 2 | $167 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $250 | 0.00% | −1−25.0% | Reduced |
| Mendota Financial Group, LLC | 3 | $250 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $500 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $584 | 0.00% | +1+16.7% | Added |
| First Horizon Advisors, Inc. | 9 | $750 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.50K | 0.00% | +1+5.9% | Added |
| Bell Investment Advisors, Inc | 20 | $1.67K | 0.00% | −7−25.9% | Reduced |
| Sound Income Strategies, LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 27 | $2.25K | 0.00% | +27 | New |
| GeoWealth Management, LLC | 31 | $2.58K | 0.00% | +31 | New |
| LRI Investments, LLC | 31 | $2.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $2.92K | 0.00% | +20+133.3% | Added |
| Ulland Investment Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 49 | $4.08K | 0.00% | +2+4.3% | Added |
| TD Waterhouse Canada Inc. | 50 | $4.20K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 51 | $4.25K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 58 | $4.86K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $5.16K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $5.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72 | $6.00K | 0.00% | −28−28.0% | Reduced |
| Sterling Capital Management LLC | 77 | $6.41K | 0.00% | +77 | New |
| Massmutual Trust Co FSB | 84 | $7.00K | 0.00% | +5+6.3% | Added |
| Leonteq Securities AG | 84 | $7.00K | 0.00% | +84 | New |
| Ronald Blue Trust, Inc. | 107 | $7.76K | 0.00% | +74+224.2% | Added |
| Harbor Capital Advisors, Inc. | 97 | $8.00K | 0.00% | +97 | New |
| Umb Bank N A | 97 | $8.08K | 0.00% | +55+131.0% | Added |
| Washington Trust Advisors, Inc. | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $8.33K | 0.00% | +100 | New |
| Quent Capital, LLC | 140 | $11.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 147 | $12.2K | 0.00% | +140+2,000.0% | Added |
| SWAN Capital LLC | 150 | $12.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 151 | $12.6K | 0.00% | −1,013−87.0% | Reduced |
| Lindbrook Capital, LLC | 155 | $12.9K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 168 | $14.0K | 0.01% | +168 | New |
| Jones Financial Companies LLLP | 181 | $15.0K | 0.00% | +181 | New |
| Bessemer Group Inc | 184 | $15.0K | 0.00% | +43+30.5% | Added |
| IFP Advisors, Inc | 190 | $15.8K | 0.00% | +99+108.8% | Added |
| Versant Capital Management, Inc | 192 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 199 | $16.0K | 0.00% | +199 | New |
| Catalyst Funds Management Pty Ltd | 200 | $16.7K | 0.00% | −100−33.3% | Reduced |
| Danske Bank A/S | 200 | $16.7K | 0.00% | +200 | New |
| Jaffetilchin Investment Partners, LLC | 200 | $16.7K | 0.00% | +200 | New |
| Millburn Ridgefield Corp | 207 | $17.2K | 0.00% | −14−6.3% | Reduced |
| Catalyst Capital Advisors LLC | 207 | $17.2K | 0.00% | −14−6.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 215 | $17.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 228 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 235 | $19.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 239 | $19.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 253 | $20.9K | 0.00% | +49+24.0% | Added |
| Coppell Advisory Solutions LLC | 287 | $23.7K | 0.00% | +1+0.3% | Added |
| ORG Partners LLC | 290 | $24.2K | 0.00% | −289−49.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $25.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 335 | $27.9K | 0.01% | −599−64.1% | Reduced |
| Signaturefd, LLC | 340 | $28.3K | 0.00% | +71+26.4% | Added |
| Pflug Koory, LLC | 400 | $33.3K | 0.02% | +400 | New |
| Northwest Financial Advisors | 400 | $33.3K | 0.03% | +400 | New |
| Natixis | 476 | $39.6K | 0.00% | −5−1.0% | Reduced |
| Harbour Investments, Inc. | 500 | $41.6K | 0.00% | −125−20.0% | Reduced |
| Salem Investment Counselors Inc | 500 | $41.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $45.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 554 | $46.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 605 | $50.4K | 0.00% | +605 | New |
| Anchor Investment Management, LLC | 605 | $50.4K | 0.00% | +3+0.5% | Added |
| Whittier Trust Co | 610 | $50.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 643 | $53.8K | 0.00% | +643 | New |
| Covestor Ltd | 717 | $60.0K | 0.04% | −1,034−59.1% | Reduced |
| Armstrong Advisory Group, Inc | 742 | $61.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 893 | $74.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 943 | $78.6K | 0.01% | +8+0.9% | Added |
| Farther Finance Advisors, LLC | 946 | $78.8K | 0.00% | +941+18,820.0% | Added |
| Venturi Wealth Management, LLC | 983 | $81.9K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1,000 | $83.3K | 0.04% | −175−14.9% | Reduced |
| Spire Wealth Management | 1,000 | $83.3K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,017 | $84.7K | 0.06% | −10−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,021 | $85.0K | 0.00% | +67+7.0% | Added |
| Allworth Financial LP | 1,097 | $91.3K | 0.00% | +21+2.0% | Added |
| STRS Ohio | 1,100 | $91.6K | 0.00% | +400+57.1% | Added |
| Shell Asset Management Co | 1,177 | $98.0K | 0.00% | +1,177 | New |
| KBC Group NV | 1,236 | $103.0K | 0.00% | +299+31.9% | Added |
| Huntington National Bank | 1,241 | $103.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,250 | $104.1K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,393 | $116.0K | 0.00% | +348+33.3% | Added |
| Quarry LP | 1,434 | $119.4K | 0.04% | +326+29.4% | Added |
| SG Americas Securities, LLC | 1,471 | $123.0K | 0.00% | −9,533−86.6% | Reduced |
| GAMMA Investing LLC | 1,504 | $125.3K | 0.01% | +389+34.9% | Added |
| Glen Eagle Advisors, LLC | 1,552 | $129.3K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,622 | $135.1K | 0.01% | +222+15.9% | Added |
| Farmers & Merchants Investments Inc | 1,639 | $136.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,845 | $153.7K | 0.01% | +45+2.5% | Added |
| Front Row Advisors LLC | 2,000 | $166.6K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,000 | $166.6K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,110 | $175.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,139 | $178.1K | 0.01% | +2+0.1% | Added |
| Xponance, Inc. | 2,426 | $202.1K | 0.00% | +2,426 | New |
| Kepos Capital LP | 2,450 | $204.0K | 0.09% | −750−23.4% | Reduced |
| MML Investors Services, LLC | 2,476 | $206.0K | 0.00% | +2,476 | New |