Skip to main content

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.

Institutional holdersQ4 2024: 345 institutions
Q1 2021: 285 institutionsQ2 2021: 284 institutionsQ3 2021: 303 institutionsQ4 2021: 323 institutionsQ1 2022: 329 institutionsQ2 2022: 318 institutionsQ3 2022: 311 institutionsQ4 2022: 321 institutionsQ1 2023: 321 institutionsQ2 2023: 324 institutionsQ3 2023: 343 institutionsQ4 2023: 360 institutionsQ1 2024: 335 institutionsQ2 2024: 338 institutionsQ3 2024: 343 institutionsQ4 2024: 345 institutionsQ1 2025: 356 institutionsQ2 2025: 360 institutionsQ3 2025: 368 institutionsQ4 2025: 361 institutionsQ1 2026: 377 institutionsQ2 2026: 410 institutions
Value heldQ4 2024: $2.33B
Q1 2021: $1.98BQ2 2021: $2.07BQ3 2021: $2.24BQ4 2021: $2.76BQ1 2022: $2.41BQ2 2022: $2.20BQ3 2022: $2.16BQ4 2022: $2.58BQ1 2023: $2.46BQ2 2023: $2.44BQ3 2023: $2.18BQ4 2023: $2.24BQ1 2024: $2.03BQ2 2024: $2.06BQ3 2024: $2.42BQ4 2024: $2.33BQ1 2025: $2.37BQ2 2025: $2.32BQ3 2025: $2.28BQ4 2025: $2.29BQ1 2026: $2.40BQ2 2026: $2.73B
Institutions holding AWR and their total value by quarter
QuarterHoldersValue
Q2 2026410$2.73B
Q1 2026377$2.40B
Q4 2025361$2.29B
Q3 2025368$2.28B
Q2 2025360$2.32B
Q1 2025356$2.37B
Q4 2024345$2.33B
Q3 2024343$2.42B
Q2 2024338$2.06B
Q1 2024335$2.03B
Q4 2023360$2.24B
Q3 2023343$2.18B
Q2 2023324$2.44B
Q1 2023321$2.46B
Q4 2022321$2.58B
Q3 2022311$2.16B
Q2 2022318$2.20B
Q1 2022329$2.41B
Q4 2021323$2.76B
Q3 2021303$2.24B
Q2 2021284$2.07B
Q1 2021285$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.

Institutions holding AWR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Front Row Advisors LLC2,000$155.4K0.05%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,110$164.0K0.01%00.0%Unchanged
Raiffeisen Bank International AG2,288$178.6K0.00%+2,288New
SBI Securities Co., Ltd.2,365$183.8K0.01%+2,365New
Aquatic Capital Management LLC2,390$185.8K0.01%−6,010−71.5%Reduced
Parallel Advisors, LLC2,543$197.7K0.00%−5−0.2%Reduced
Phoenix Holdings Ltd.2,577$200.3K0.00%−124−4.6%Reduced
Atria Wealth Solutions, Inc.2,588$201.1K0.00%+2,588New
Glenmede Trust Co NA2,592$201.4K0.00%−836−24.4%Reduced
Baird Financial Group, Inc.2,635$204.8K0.00%00.0%Unchanged
Meeder Advisory Services, Inc.2,668$207.4K0.01%+7+0.3%Added
Coston, McIsaac & Partners2,689$208.0K0.06%−357−11.7%Reduced
CFS Investment Advisory Services, LLC2,683$209.0K0.02%+28+1.1%Added
Mission Creek Capital Partners, Inc.2,765$214.9K0.05%−14−0.5%Reduced
Kelly Lawrence W & Associates Inc2,780$216.1K0.05%00.0%Unchanged
Oak Hill Wealth Advisors, LLC2,800$217.6K0.05%+2,800New
Wealthfront Advisers LLC2,880$223.8K0.00%+90+3.2%Added
Vision Capital Management, Inc.2,921$227.0K0.03%00.0%Unchanged
GW Henssler & Associates Ltd2,747$228.8K0.01%00.0%Unchanged
Brevan Howard Capital Management LP2,974$231.1K0.01%−2,585−46.5%Reduced
Xponance, Inc.2,976$231.3K0.00%+550+22.7%Added
SlateStone Wealth, LLC3,000$233.0K0.02%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund3,000$233.2K0.00%−11,500−79.3%Reduced
First Interstate Bank3,000$233.2K0.01%00.0%Unchanged
Amplius Wealth Advisors, LLC3,000$233.2K0.02%00.0%Unchanged
Kestra Private Wealth Services, LLC3,074$238.9K0.00%00.0%Unchanged
Blair William & Co3,145$244.4K0.00%00.0%Unchanged
Peapack Gladstone Financial Corp3,184$247.0K0.00%+10.0%Added
Sumitomo Mitsui Trust Holdings, Inc.3,190$247.9K0.00%+3,190New
Resources Investment Advisors, LLC.3,200$248.7K0.00%−45−1.4%Reduced
Quantinno Capital Management LP3,216$250.0K0.00%+3,216New
Tiaa Trust, National Association3,255$253.0K0.00%00.0%Unchanged
Ballentine Partners, LLC3,279$254.8K0.00%+59+1.8%Added
Stonebridge Capital Advisors LLC3,300$256.5K0.02%00.0%Unchanged
Jane Street Group, LLC3,315$257.6K0.00%−45,110−93.2%Reduced
MGB Wealth Management, LLC3,321$258.2K0.08%00.0%Unchanged
Centiva Capital, LP3,334$259.1K0.01%−5,596−62.7%Reduced
Avantax Planning Partners, Inc.3,414$265.3K0.01%00.0%Unchanged
CIBC World Markets Corp3,488$271.1K0.00%+3,488New
Vista Investment Partners LLC3,500$272.0K0.08%00.0%Unchanged
Essex Savings Bank3,512$273.0K0.07%+3,512New
Ingalls & Snyder LLC3,645$283.0K0.01%−264−6.8%Reduced
Crossmark Global Holdings, Inc.3,675$286.0K0.01%−21−0.6%Reduced
Pathway Financial Advisers, LLC3,735$290.2K0.10%+21+0.6%Added
Lederer & Associates Investment Counsel3,750$291.0K0.20%00.0%Unchanged
JustInvest LLC3,845$298.8K0.00%−60−1.5%Reduced
Ameritas Investment Partners, Inc.3,900$303.1K0.01%+201+5.4%Added
Mercer Global Advisors Inc3,998$310.7K0.00%+3,998New
BKD Wealth Advisors, LLC4,076$316.8K0.01%−100−2.4%Reduced
Everence Capital Management Inc4,280$333.0K0.02%−1,610−27.3%Reduced
Essex Financial Services, Inc.4,353$338.3K0.02%−75−1.7%Reduced
Redmond Asset Management, LLC4,450$345.9K0.09%+4,450New
Blankinship & Foster, LLC4,452$346.0K0.09%00.0%Unchanged
Public Employees Retirement Association of Colorado4,471$347.0K0.00%00.0%Unchanged
Horizon Kinetics Asset Management LLC4,468$347.3K0.00%00.0%Unchanged
AE Wealth Management LLC4,599$357.4K0.00%+4,599New
RSM US Wealth Management LLC4,597$358.8K0.01%+822+21.8%Added
Virtus Investment Advisers, Inc.4,803$373.3K0.29%00.0%Unchanged
IFM Investors Pty Ltd4,920$382.4K0.00%00.0%Unchanged
Janney Montgomery Scott LLC4,925$383.0K0.00%+150+3.1%Added
Envestnet Asset Management Inc4,947$384.5K0.00%+49+1.0%Added
ELCO Management Co., LLC5,038$391.6K0.21%−620−11.0%Reduced
CWM Advisors, LLC5,257$408.6K0.05%+206+4.1%Added
Financial Advisors Network, Inc.5,284$410.7K0.07%+5,284New
Ritholtz Wealth Management5,324$413.8K0.01%−150−2.7%Reduced
PharVision Advisers, LLC5,337$414.8K0.35%+5,337New
Wealth Enhancement Advisory Services, LLC5,364$416.9K0.00%+957+21.7%Added
Qube Research & Technologies Ltd5,373$417.6K0.00%−89,497−94.3%Reduced
Cim, LLC5,405$420.1K0.06%+62+1.2%Added
Aigen Investment Management, LP5,428$421.9K0.07%−319−5.6%Reduced
O'Shaughnessy Asset Management, LLC5,445$423.2K0.00%+412+8.2%Added
Kennondale Capital Management LLC5,540$430.6K0.47%+5,540New
Captrust Financial Advisors5,670$440.7K0.00%+268+5.0%Added
Daiwa Securities Group Inc.5,673$441.0K0.00%+102+1.8%Added
Pathstone Holdings, LLC5,689$442.1K0.00%−351−5.8%Reduced
Mutual of America Capital Management LLC5,725$444.9K0.00%+91+1.6%Added
Peoples Bank5,821$452.4K0.31%−10−0.2%Reduced
Colony Group, LLC5,854$455.0K0.00%+1,653+39.3%Added
New Age Alpha Advisors, LLC5,970$464.0K0.02%+5,970New
HSBC Holdings PLC6,069$471.1K0.00%+532+9.6%Added
KBC Group NV6,188$481.0K0.00%+4,952+400.6%Added
Legato Capital Management LLC6,250$485.8K0.06%−19,275−75.5%Reduced
SEI Investments Co6,367$494.8K0.00%+6,367New
Mariner, LLC6,553$509.3K0.00%+26+0.4%Added
Cullen Capital Management LLC6,630$515.3K0.01%−2,032−23.5%Reduced
Gotham Asset Management, LLC6,681$519.2K0.00%−1,111−14.3%Reduced
Resona Asset Management Co.,Ltd.6,688$519.8K0.00%00.0%Unchanged
US Bancorp6,792$527.9K0.00%+390+6.1%Added
Fruth Investment Management6,800$528.0K0.15%00.0%Unchanged
Advisor Group Holdings, Inc.6,858$533.1K0.00%−7,972−53.8%Reduced
King Wealth7,000$544.0K0.08%00.0%Unchanged
Avantax Advisory Services, Inc.7,248$563.3K0.00%+4,769+192.4%Added
NorthRock Partners, LLC7,314$568.4K0.02%−84−1.1%Reduced
ISAM Funds (UK) Ltd7,378$573.4K0.43%+7,378New
Wealthcare Advisory Partners LLC7,402$575.3K0.02%+10+0.1%Added
Cambridge Investment Research Advisors, Inc.7,435$578.0K0.00%+361+5.1%Added
Advisors Asset Management, Inc.7,586$589.6K0.01%+1,151+17.9%Added
FMR LLC7,633$593.2K0.00%−65,082−89.5%Reduced
Cerity Partners LLC7,548$595.0K0.00%−378−4.8%Reduced
Two Sigma Advisers, LP7,700$598.4K0.00%−10,714−58.2%Reduced