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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 205 | $15.9K | 0.00% | +13+6.8% | Added |
| IFP Advisors, Inc | 199 | $15.5K | 0.00% | +9+4.7% | Added |
| Catalyst Capital Advisors LLC | 190 | $14.8K | 0.00% | −17−8.2% | Reduced |
| Fifth Third Bancorp | 169 | $13.1K | 0.00% | +18+11.9% | Added |
| Lindbrook Capital, LLC | 155 | $12.0K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $11.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 114 | $9.00K | 0.00% | +17+17.5% | Added |
| Redwood Park Advisors LLC | 110 | $8.55K | 0.01% | +110 | New |
| EverSource Wealth Advisors, LLC | 106 | $8.24K | 0.00% | +55+107.8% | Added |
| Newbridge Financial Services Group, Inc. | 102 | $7.89K | 0.00% | +102 | New |
| Bryn Mawr Trust Co | 100 | $7.77K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.77K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 97 | $7.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $6.53K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 83 | $6.45K | 0.00% | −1−1.2% | Reduced |
| True Wealth Design, LLC | 69 | $5.36K | 0.00% | +69 | New |
| SRS Capital Advisors, Inc. | 67 | $5.21K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $4.82K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $4.56K | 0.00% | +1+1.7% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $3.11K | 0.00% | +5+14.3% | Added |
| GWM Advisors LLC | 38 | $2.95K | 0.00% | −201−84.1% | Reduced |
| LRI Investments, LLC | 31 | $2.40K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 29 | $2.25K | 0.00% | −20−40.8% | Reduced |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 23 | $1.79K | 0.00% | +23 | New |
| NewSquare Capital LLC | 22 | $1.71K | 0.00% | +22 | New |
| Fourth Dimension Wealth, LLC | 21 | $1.63K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 20 | $1.55K | 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 |
| JFS Wealth Advisors, LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $1.17K | 0.00% | −132−89.8% | Reduced |
| Private Wealth Management Group, LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $1.01K | 0.00% | −274−95.5% | Reduced |
| Financial Gravity Companies, Inc. | 12 | $933 | 0.00% | +12 | New |
| First Horizon Advisors, Inc. | 9 | $699 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $467 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $389 | 0.00% | −2−28.6% | Reduced |
| Abound Wealth Management | 3 | $234 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $155 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 1 | $78 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | −715−99.7% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −271,325−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −40,098−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −28,740−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,660−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,165−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,019−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,995−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,832−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −4,056−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,684−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,746−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |