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, Q4 2024
Institutional positions in American States Water Co as of Dec 31, 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
- 345
- +6 vs. Q3 2024
- Shares held
- 29.9M
- +885.9K (+3.0%) vs. Q3 2024
- Total value
- $2.33B
- −$94.1M (−3.9%) vs. Q3 2024
- New holders
- 41
- 114 more added
- Sold out
- 35
- 117 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −715−99.7% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $78 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $155 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $234 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $389 | 0.00% | −2−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $467 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $699 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 12 | $933 | 0.00% | +12 | New |
| Coppell Advisory Solutions LLC | 13 | $1.01K | 0.00% | −274−95.5% | Reduced |
| Private Wealth Management Group, LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $1.17K | 0.00% | −132−89.8% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 20 | $1.55K | 0.00% | −11−35.5% | Reduced |
| Sound Income Strategies, LLC | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 21 | $1.63K | 0.00% | +21 | New |
| NewSquare Capital LLC | 22 | $1.71K | 0.00% | +22 | New |
| Skopos Labs, Inc. | 23 | $1.79K | 0.00% | +23 | New |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 29 | $2.25K | 0.00% | −20−40.8% | Reduced |
| LRI Investments, LLC | 31 | $2.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 38 | $2.95K | 0.00% | −201−84.1% | Reduced |
| Rothschild Investment LLC | 40 | $3.11K | 0.00% | +5+14.3% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $4.56K | 0.00% | +1+1.7% | Added |
| LGT Financial Advisors LLC | 62 | $4.82K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $5.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 69 | $5.36K | 0.00% | +69 | New |
| Leonteq Securities AG | 83 | $6.45K | 0.00% | −1−1.2% | Reduced |
| Massmutual Trust Co FSB | 84 | $6.53K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 97 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $7.77K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.77K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 102 | $7.89K | 0.00% | +102 | New |
| EverSource Wealth Advisors, LLC | 106 | $8.24K | 0.00% | +55+107.8% | Added |
| Redwood Park Advisors LLC | 110 | $8.55K | 0.01% | +110 | New |
| Harbor Capital Advisors, Inc. | 114 | $9.00K | 0.00% | +17+17.5% | Added |
| Quent Capital, LLC | 140 | $10.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $11.0K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $11.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 155 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 169 | $13.1K | 0.00% | +18+11.9% | Added |
| Catalyst Capital Advisors LLC | 190 | $14.8K | 0.00% | −17−8.2% | Reduced |
| IFP Advisors, Inc | 199 | $15.5K | 0.00% | +9+4.7% | Added |
| Versant Capital Management, Inc | 205 | $15.9K | 0.00% | +13+6.8% | Added |
| Hemington Wealth Management | 208 | $16.0K | 0.00% | +9+4.5% | Added |
| GPS Wealth Strategies Group, LLC | 215 | $16.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 218 | $16.9K | 0.00% | +146+202.8% | Added |
| CIBC Private Wealth Group, LLC | 250 | $18.2K | 0.00% | −300−54.5% | Reduced |
| Bessemer Group Inc | 238 | $19.0K | 0.00% | +54+29.3% | Added |
| Hexagon Capital Partners LLC | 252 | $19.6K | 0.00% | +17+7.2% | Added |
| ORG Partners LLC | 290 | $22.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $23.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 331 | $25.7K | 0.00% | +331 | New |
| Golden State Wealth Management, LLC | 380 | $29.5K | 0.00% | +380 | New |
| Signaturefd, LLC | 394 | $30.6K | 0.00% | +54+15.9% | Added |
| Pflug Koory, LLC | 400 | $31.1K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 439 | $34.1K | 0.00% | +211+92.5% | Added |
| Steward Partners Investment Advisory, LLC | 468 | $36.4K | 0.00% | −86−15.5% | Reduced |
| Natixis | 478 | $37.1K | 0.00% | +2+0.4% | Added |
| Harbour Investments, Inc. | 500 | $38.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $38.9K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 523 | $40.8K | 0.00% | +500+2,173.9% | Added |
| Jones Financial Companies LLLP | 541 | $42.1K | 0.00% | +360+198.9% | Added |
| Sterling Capital Management LLC | 545 | $42.4K | 0.00% | +468+607.8% | Added |
| Caitong International Asset Management Co., Ltd | 587 | $45.6K | 0.04% | +587 | New |
| Anchor Investment Management, LLC | 609 | $47.3K | 0.00% | +4+0.7% | Added |
| Whittier Trust Co | 610 | $47.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 703 | $49.8K | 0.00% | +60+9.3% | Added |
| Armstrong Advisory Group, Inc | 652 | $50.7K | 0.00% | −90−12.1% | Reduced |
| STRS Ohio | 700 | $54.4K | 0.00% | −400−36.4% | Reduced |
| Venturi Wealth Management, LLC | 802 | $62.3K | 0.00% | −181−18.4% | Reduced |
| Hoertkorn Richard Charles | 805 | $62.5K | 0.03% | −195−19.5% | Reduced |
| Headlands Technologies LLC | 836 | $65.0K | 0.01% | +836 | New |
| Continuum Advisory, LLC | 893 | $69.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 943 | $73.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 946 | $73.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 948 | $73.7K | 0.00% | +343+56.7% | Added |
| Spire Wealth Management | 1,000 | $77.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,053 | $78.4K | 0.04% | +1,053 | New |
| Clarity Asset Management, Inc. | 1,011 | $78.5K | 0.05% | −6−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,047 | $81.4K | 0.00% | +26+2.5% | Added |
| Shell Asset Management Co | 1,177 | $91.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,262 | $91.0K | 0.00% | +165+15.0% | Added |
| Huntington National Bank | 1,241 | $96.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,250 | $97.2K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 1,260 | $97.9K | 0.02% | −174−12.1% | Reduced |
| MAI Capital Management | 1,300 | $101.0K | 0.00% | +1,300 | New |
| Glen Eagle Advisors, LLC | 1,399 | $108.7K | 0.02% | −153−9.9% | Reduced |
| Asset Planning,Inc | 1,450 | $112.7K | 0.09% | +1,450 | New |
| State of Wyoming | 1,462 | $113.6K | 0.01% | +1,462 | New |
| Smartleaf Asset Management LLC | 1,488 | $116.1K | 0.01% | +1,235+488.1% | Added |
| Quadrant Capital Group LLC | 1,502 | $116.7K | 0.01% | −120−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,537 | $119.5K | 0.00% | −3,026−66.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,639 | $127.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,720 | $133.7K | 0.01% | +216+14.4% | Added |
| CWM, LLC | 1,843 | $143.0K | 0.00% | +450+32.3% | Added |
| Trust Co of Vermont | 1,845 | $143.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,947 | $151.3K | 0.00% | −192−9.0% | Reduced |
| Adirondack Trust Co | 2,000 | $155.4K | 0.06% | 00.0% | Unchanged |