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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 199 | $16.0K | 0.00% | +199 | New |
| Versant Capital Management, Inc | 192 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 190 | $15.8K | 0.00% | +99+108.8% | Added |
| Bessemer Group Inc | 184 | $15.0K | 0.00% | +43+30.5% | Added |
| Jones Financial Companies LLLP | 181 | $15.0K | 0.00% | +181 | New |
| Dunhill Financial, LLC | 168 | $14.0K | 0.01% | +168 | New |
| Lindbrook Capital, LLC | 155 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 151 | $12.6K | 0.00% | −1,013−87.0% | Reduced |
| SWAN Capital LLC | 150 | $12.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 147 | $12.2K | 0.00% | +140+2,000.0% | Added |
| Brown, Lisle/Cummings, Inc. | 141 | $11.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $11.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $8.33K | 0.00% | +100 | New |
| Umb Bank N A | 97 | $8.08K | 0.00% | +55+131.0% | Added |
| Harbor Capital Advisors, Inc. | 97 | $8.00K | 0.00% | +97 | New |
| Ronald Blue Trust, Inc. | 107 | $7.76K | 0.00% | +74+224.2% | Added |
| Massmutual Trust Co FSB | 84 | $7.00K | 0.00% | +5+6.3% | Added |
| Leonteq Securities AG | 84 | $7.00K | 0.00% | +84 | New |
| Sterling Capital Management LLC | 77 | $6.41K | 0.00% | +77 | New |
| Northwestern Mutual Wealth Management Co | 72 | $6.00K | 0.00% | −28−28.0% | Reduced |
| SRS Capital Advisors, Inc. | 67 | $5.58K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $5.16K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 58 | $4.86K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 51 | $4.25K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $4.20K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 49 | $4.08K | 0.00% | +2+4.3% | Added |
| Ulland Investment Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $2.92K | 0.00% | +20+133.3% | Added |
| LRI Investments, LLC | 31 | $2.59K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 31 | $2.58K | 0.00% | +31 | New |
| Capital Performance Advisors LLP | 27 | $2.25K | 0.00% | +27 | New |
| Plato Investment Management Ltd | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 18 | $1.50K | 0.00% | +1+5.9% | Added |
| Private Wealth Management Group, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $750 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $584 | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $500 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $250 | 0.00% | −1−25.0% | Reduced |
| Mendota Financial Group, LLC | 3 | $250 | 0.00% | +3 | New |
| Claris Advisors, LLC | 2 | $167 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −87,452−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −62,700−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,437−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −36,563−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −23,726−100.0% | Sold out |
| First National Corp | 0 | $0 | 0.00% | −21,257−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,561−100.0% | Sold out |
| Richard C. Young & CO., LTD. | 0 | $0 | 0.00% | −19,228−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,973−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −11,948−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −7,063−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,722−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −3,438−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| Oak Hill Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hoylecohen, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |