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 |
|---|---|---|---|---|---|
| Lederer & Associates Investment Counsel | 3,750 | $291.0K | 0.20% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,735 | $290.2K | 0.10% | +21+0.6% | Added |
| Crossmark Global Holdings, Inc. | 3,675 | $286.0K | 0.01% | −21−0.6% | Reduced |
| Ingalls & Snyder LLC | 3,645 | $283.0K | 0.01% | −264−6.8% | Reduced |
| Essex Savings Bank | 3,512 | $273.0K | 0.07% | +3,512 | New |
| Vista Investment Partners LLC | 3,500 | $272.0K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,488 | $271.1K | 0.00% | +3,488 | New |
| Avantax Planning Partners, Inc. | 3,414 | $265.3K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,334 | $259.1K | 0.01% | −5,596−62.7% | Reduced |
| MGB Wealth Management, LLC | 3,321 | $258.2K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,315 | $257.6K | 0.00% | −45,110−93.2% | Reduced |
| Stonebridge Capital Advisors LLC | 3,300 | $256.5K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,279 | $254.8K | 0.00% | +59+1.8% | Added |
| Tiaa Trust, National Association | 3,255 | $253.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,216 | $250.0K | 0.00% | +3,216 | New |
| Resources Investment Advisors, LLC. | 3,200 | $248.7K | 0.00% | −45−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,190 | $247.9K | 0.00% | +3,190 | New |
| Peapack Gladstone Financial Corp | 3,184 | $247.0K | 0.00% | +10.0% | Added |
| Blair William & Co | 3,145 | $244.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,074 | $238.9K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $233.2K | 0.00% | −11,500−79.3% | Reduced |
| First Interstate Bank | 3,000 | $233.2K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,000 | $233.2K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,000 | $233.0K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 2,976 | $231.3K | 0.00% | +550+22.7% | Added |
| Brevan Howard Capital Management LP | 2,974 | $231.1K | 0.01% | −2,585−46.5% | Reduced |
| GW Henssler & Associates Ltd | 2,747 | $228.8K | 0.01% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,921 | $227.0K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,880 | $223.8K | 0.00% | +90+3.2% | Added |
| Oak Hill Wealth Advisors, LLC | 2,800 | $217.6K | 0.05% | +2,800 | New |
| Kelly Lawrence W & Associates Inc | 2,780 | $216.1K | 0.05% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 2,765 | $214.9K | 0.05% | −14−0.5% | Reduced |
| CFS Investment Advisory Services, LLC | 2,683 | $209.0K | 0.02% | +28+1.1% | Added |
| Coston, McIsaac & Partners | 2,689 | $208.0K | 0.06% | −357−11.7% | Reduced |
| Meeder Advisory Services, Inc. | 2,668 | $207.4K | 0.01% | +7+0.3% | Added |
| Baird Financial Group, Inc. | 2,635 | $204.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,592 | $201.4K | 0.00% | −836−24.4% | Reduced |
| Atria Wealth Solutions, Inc. | 2,588 | $201.1K | 0.00% | +2,588 | New |
| Phoenix Holdings Ltd. | 2,577 | $200.3K | 0.00% | −124−4.6% | Reduced |
| Parallel Advisors, LLC | 2,543 | $197.7K | 0.00% | −5−0.2% | Reduced |
| Aquatic Capital Management LLC | 2,390 | $185.8K | 0.01% | −6,010−71.5% | Reduced |
| SBI Securities Co., Ltd. | 2,365 | $183.8K | 0.01% | +2,365 | New |
| Raiffeisen Bank International AG | 2,288 | $178.6K | 0.00% | +2,288 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,110 | $164.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,000 | $155.4K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,000 | $155.4K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,947 | $151.3K | 0.00% | −192−9.0% | Reduced |
| Trust Co of Vermont | 1,845 | $143.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,843 | $143.0K | 0.00% | +450+32.3% | Added |
| GAMMA Investing LLC | 1,720 | $133.7K | 0.01% | +216+14.4% | Added |
| Farmers & Merchants Investments Inc | 1,639 | $127.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,537 | $119.5K | 0.00% | −3,026−66.3% | Reduced |
| Quadrant Capital Group LLC | 1,502 | $116.7K | 0.01% | −120−7.4% | Reduced |
| Smartleaf Asset Management LLC | 1,488 | $116.1K | 0.01% | +1,235+488.1% | Added |
| State of Wyoming | 1,462 | $113.6K | 0.01% | +1,462 | New |
| Asset Planning,Inc | 1,450 | $112.7K | 0.09% | +1,450 | New |
| Glen Eagle Advisors, LLC | 1,399 | $108.7K | 0.02% | −153−9.9% | Reduced |
| MAI Capital Management | 1,300 | $101.0K | 0.00% | +1,300 | New |
| Quarry LP | 1,260 | $97.9K | 0.02% | −174−12.1% | Reduced |
| Gables Capital Management Inc. | 1,250 | $97.2K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,241 | $96.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,262 | $91.0K | 0.00% | +165+15.0% | Added |
| Shell Asset Management Co | 1,177 | $91.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,047 | $81.4K | 0.00% | +26+2.5% | Added |
| Clarity Asset Management, Inc. | 1,011 | $78.5K | 0.05% | −6−0.6% | Reduced |
| Ameriflex Group, Inc. | 1,053 | $78.4K | 0.04% | +1,053 | New |
| Spire Wealth Management | 1,000 | $77.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 948 | $73.7K | 0.00% | +343+56.7% | Added |
| Farther Finance Advisors, LLC | 946 | $73.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 943 | $73.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 893 | $69.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 836 | $65.0K | 0.01% | +836 | New |
| Hoertkorn Richard Charles | 805 | $62.5K | 0.03% | −195−19.5% | Reduced |
| Venturi Wealth Management, LLC | 802 | $62.3K | 0.00% | −181−18.4% | Reduced |
| STRS Ohio | 700 | $54.4K | 0.00% | −400−36.4% | Reduced |
| Armstrong Advisory Group, Inc | 652 | $50.7K | 0.00% | −90−12.1% | Reduced |
| Bokf, NA | 703 | $49.8K | 0.00% | +60+9.3% | Added |
| Whittier Trust Co | 610 | $47.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 609 | $47.3K | 0.00% | +4+0.7% | Added |
| Caitong International Asset Management Co., Ltd | 587 | $45.6K | 0.04% | +587 | New |
| Sterling Capital Management LLC | 545 | $42.4K | 0.00% | +468+607.8% | Added |
| Jones Financial Companies LLLP | 541 | $42.1K | 0.00% | +360+198.9% | Added |
| Plato Investment Management Ltd | 523 | $40.8K | 0.00% | +500+2,173.9% | Added |
| Harbour Investments, Inc. | 500 | $38.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $38.9K | 0.00% | 00.0% | Unchanged |
| Natixis | 478 | $37.1K | 0.00% | +2+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 468 | $36.4K | 0.00% | −86−15.5% | Reduced |
| Federated Hermes, Inc. | 439 | $34.1K | 0.00% | +211+92.5% | Added |
| Pflug Koory, LLC | 400 | $31.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 394 | $30.6K | 0.00% | +54+15.9% | Added |
| Golden State Wealth Management, LLC | 380 | $29.5K | 0.00% | +380 | New |
| Public Employees Retirement System of Ohio | 331 | $25.7K | 0.00% | +331 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $23.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 290 | $22.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 252 | $19.6K | 0.00% | +17+7.2% | Added |
| Bessemer Group Inc | 238 | $19.0K | 0.00% | +54+29.3% | Added |
| CIBC Private Wealth Group, LLC | 250 | $18.2K | 0.00% | −300−54.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 218 | $16.9K | 0.00% | +146+202.8% | Added |
| GPS Wealth Strategies Group, LLC | 215 | $16.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 208 | $16.0K | 0.00% | +9+4.5% | Added |