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 |
|---|---|---|---|---|---|
| WFA of San Diego, LLC | 4,104 | $341.8K | 0.29% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,056 | $337.8K | 0.01% | +68+1.7% | Added |
| Regency Capital Management Inc. | 4,050 | $337.3K | 0.19% | +4,050 | New |
| Ingalls & Snyder LLC | 3,909 | $326.0K | 0.01% | −236−5.7% | Reduced |
| JustInvest LLC | 3,905 | $325.2K | 0.01% | +621+18.9% | Added |
| RSM US Wealth Management LLC | 3,775 | $316.6K | 0.00% | +3,775 | New |
| Lederer & Associates Investment Counsel | 3,750 | $312.0K | 0.22% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,714 | $309.4K | 0.14% | +20+0.5% | Added |
| Ameritas Investment Partners, Inc. | 3,699 | $308.1K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,696 | $308.0K | 0.01% | +453+14.0% | Added |
| QRG Capital Management, Inc. | 3,684 | $306.9K | 0.00% | +609+19.8% | Added |
| Vista Investment Partners LLC | 3,500 | $291.5K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,449 | $287.0K | 0.02% | +3,449 | New |
| Glenmede Trust Co NA | 3,428 | $285.5K | 0.00% | +288+9.2% | Added |
| Avantax Planning Partners, Inc. | 3,414 | $284.4K | 0.01% | −5−0.1% | Reduced |
| MGB Wealth Management, LLC | 3,321 | $276.5K | 0.10% | −240−6.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3,300 | $274.9K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,255 | $271.1K | 0.00% | −335−9.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,245 | $270.3K | 0.00% | +346+11.9% | Added |
| Ballentine Partners, LLC | 3,220 | $268.2K | 0.00% | +41+1.3% | Added |
| Peapack Gladstone Financial Corp | 3,183 | $265.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 3,145 | $261.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,074 | $256.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,045 | $253.6K | 0.02% | −780−20.4% | Reduced |
| Coston, McIsaac & Partners | 3,046 | $253.0K | 0.07% | +6+0.2% | Added |
| Raymond James Trust N.A. | 3,020 | $251.5K | 0.01% | −240−7.4% | Reduced |
| SlateStone Wealth, LLC | 3,000 | $250.0K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 3,000 | $249.9K | 0.02% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,000 | $249.9K | 0.03% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,921 | $243.3K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,802 | $233.0K | 0.01% | −48−1.7% | Reduced |
| Wealthfront Advisers LLC | 2,790 | $232.4K | 0.00% | +2,790 | New |
| Kelly Lawrence W & Associates Inc | 2,780 | $231.5K | 0.05% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 2,779 | $231.4K | 0.05% | −277−9.1% | Reduced |
| Teacher Retirement System of Texas | 2,746 | $229.0K | 0.00% | −5,675−67.4% | Reduced |
| GW Henssler & Associates Ltd | 2,747 | $228.8K | 0.01% | +2,747 | New |
| Phoenix Holdings Ltd. | 2,701 | $225.5K | 0.00% | −164−5.7% | Reduced |
| Meeder Advisory Services, Inc. | 2,661 | $221.7K | 0.01% | −156−5.5% | Reduced |
| CFS Investment Advisory Services, LLC | 2,655 | $221.0K | 0.02% | +2,655 | New |
| Baird Financial Group, Inc. | 2,635 | $219.5K | 0.00% | +2,635 | New |
| Parallel Advisors, LLC | 2,548 | $212.2K | 0.01% | +69+2.8% | Added |
| Modera Wealth Management, LLC | 2,499 | $208.1K | 0.00% | +2,499 | New |
| Avantax Advisory Services, Inc. | 2,479 | $206.5K | 0.00% | +2,479 | New |
| MML Investors Services, LLC | 2,476 | $206.0K | 0.00% | +2,476 | New |
| Kepos Capital LP | 2,450 | $204.0K | 0.09% | −750−23.4% | Reduced |
| Xponance, Inc. | 2,426 | $202.1K | 0.00% | +2,426 | New |
| Global Retirement Partners, LLC | 2,139 | $178.1K | 0.01% | +2+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,110 | $175.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Trust Co of Vermont | 1,845 | $153.7K | 0.01% | +45+2.5% | Added |
| Farmers & Merchants Investments Inc | 1,639 | $136.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,622 | $135.1K | 0.01% | +222+15.9% | Added |
| Glen Eagle Advisors, LLC | 1,552 | $129.3K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,504 | $125.3K | 0.01% | +389+34.9% | Added |
| SG Americas Securities, LLC | 1,471 | $123.0K | 0.00% | −9,533−86.6% | Reduced |
| Quarry LP | 1,434 | $119.4K | 0.04% | +326+29.4% | Added |
| CWM, LLC | 1,393 | $116.0K | 0.00% | +348+33.3% | Added |
| Gables Capital Management Inc. | 1,250 | $104.1K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,241 | $103.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,236 | $103.0K | 0.00% | +299+31.9% | Added |
| Shell Asset Management Co | 1,177 | $98.0K | 0.00% | +1,177 | New |
| STRS Ohio | 1,100 | $91.6K | 0.00% | +400+57.1% | Added |
| Allworth Financial LP | 1,097 | $91.3K | 0.00% | +21+2.0% | Added |
| Nisa Investment Advisors, LLC | 1,021 | $85.0K | 0.00% | +67+7.0% | Added |
| Clarity Asset Management, Inc. | 1,017 | $84.7K | 0.06% | −10−1.0% | Reduced |
| 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 |
| Venturi Wealth Management, LLC | 983 | $81.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 946 | $78.8K | 0.00% | +941+18,820.0% | Added |
| AdvisorNet Financial, Inc | 943 | $78.6K | 0.01% | +8+0.9% | Added |
| Continuum Advisory, LLC | 893 | $74.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 742 | $61.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 717 | $60.0K | 0.04% | −1,034−59.1% | Reduced |
| Bokf, NA | 643 | $53.8K | 0.00% | +643 | New |
| Whittier Trust Co | 610 | $50.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 605 | $50.4K | 0.00% | +3+0.5% | Added |
| Assetmark, Inc | 605 | $50.4K | 0.00% | +605 | New |
| Steward Partners Investment Advisory, LLC | 554 | $46.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 550 | $45.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $41.6K | 0.00% | −125−20.0% | Reduced |
| Salem Investment Counselors Inc | 500 | $41.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 476 | $39.6K | 0.00% | −5−1.0% | Reduced |
| Pflug Koory, LLC | 400 | $33.3K | 0.02% | +400 | New |
| Northwest Financial Advisors | 400 | $33.3K | 0.03% | +400 | New |
| Signaturefd, LLC | 340 | $28.3K | 0.00% | +71+26.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 335 | $27.9K | 0.01% | −599−64.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $25.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 290 | $24.2K | 0.00% | −289−49.9% | Reduced |
| Coppell Advisory Solutions LLC | 287 | $23.7K | 0.00% | +1+0.3% | Added |
| Smartleaf Asset Management LLC | 253 | $20.9K | 0.00% | +49+24.0% | Added |
| GWM Advisors LLC | 239 | $19.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 235 | $19.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 228 | $19.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 215 | $17.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |