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, Q1 2025
Institutional positions in American States Water Co as of Mar 31, 2025. 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
- 356
- +14 vs. Q4 2024
- Shares held
- 30.2M
- +368.5K (+1.2%) vs. Q4 2024
- Total value
- $2.37B
- +$59.1M (+2.6%) vs. Q4 2024
- New holders
- 46
- 113 more added
- Sold out
- 32
- 121 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $78 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $79 | 0.00% | −68−98.6% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $79 | 0.00% | +1 | New |
| Abound Wealth Management | 3 | $237 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $472 | 0.00% | +4+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $473 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $473 | 0.00% | +1+20.0% | Added |
| Hughes Financial Services, LLC | 7 | $551 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $787 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 10 | $787 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 11 | $865 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 13 | $1.02K | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.26K | 0.00% | −2−11.1% | Reduced |
| Larson Financial Group LLC | 17 | $1.34K | 0.00% | +2+13.3% | Added |
| Sound Income Strategies, LLC | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 21 | $1.66K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $2.13K | 0.00% | +7+35.0% | Added |
| Principal Securities, Inc. | 29 | $2.25K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 29 | $2.28K | 0.00% | −558−95.1% | Reduced |
| LRI Investments, LLC | 31 | $2.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 31 | $2.44K | 0.00% | +31 | New |
| GWM Advisors LLC | 38 | $2.99K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 38 | $2.99K | 0.00% | +15+65.2% | Added |
| Rothschild Investment LLC | 50 | $3.93K | 0.00% | +10+25.0% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.94K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $4.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 62 | $4.88K | 0.00% | −5−7.5% | Reduced |
| Boston Private Wealth LLC | 77 | $6.06K | 0.00% | +77 | New |
| Leonteq Securities AG | 80 | $6.29K | 0.00% | −3−3.6% | Reduced |
| Quarry LP | 85 | $6.69K | 0.00% | −1,175−93.3% | Reduced |
| Massmutual Trust Co FSB | 85 | $6.69K | 0.00% | +1+1.2% | Added |
| Umb Bank N A | 93 | $7.32K | 0.00% | −4−4.1% | Reduced |
| Bryn Mawr Trust Co | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 108 | $8.59K | 0.00% | −415−79.3% | Reduced |
| Redwood Park Advisors LLC | 110 | $8.65K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 130 | $10.2K | 0.00% | −122−48.4% | Reduced |
| Quent Capital, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 140 | $11.0K | 0.00% | +140 | New |
| Brown, Lisle/Cummings, Inc. | 141 | $11.1K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $11.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 161 | $12.7K | 0.00% | +6+3.9% | Added |
| EverSource Wealth Advisors, LLC | 165 | $13.0K | 0.00% | +59+55.7% | Added |
| Harbor Capital Advisors, Inc. | 169 | $13.0K | 0.00% | +55+48.2% | Added |
| MAI Capital Management | 191 | $15.0K | 0.00% | −1,109−85.3% | Reduced |
| IFP Advisors, Inc | 199 | $15.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 215 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 221 | $17.0K | 0.00% | +13+6.3% | Added |
| CIBC Private Wealth Group, LLC | 250 | $18.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 244 | $19.2K | 0.00% | +75+44.4% | Added |
| Coldstream Capital Management Inc | 257 | $20.2K | 0.00% | +257 | New |
| Sterling Capital Management LLC | 309 | $24.3K | 0.00% | −236−43.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $24.3K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 349 | $27.5K | 0.01% | −456−56.6% | Reduced |
| Pflug Koory, LLC | 371 | $29.2K | 0.02% | −29−7.2% | Reduced |
| Golden State Wealth Management, LLC | 380 | $29.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 468 | $36.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 492 | $38.7K | 0.00% | +98+24.9% | Added |
| Natixis | 495 | $39.2K | 0.00% | +17+3.6% | Added |
| Harbour Investments, Inc. | 500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 509 | $40.0K | 0.00% | +70+15.9% | Added |
| Whittier Trust Co | 610 | $48.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 612 | $48.2K | 0.00% | +3+0.5% | Added |
| Armstrong Advisory Group, Inc | 652 | $50.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 682 | $53.7K | 0.01% | −154−18.4% | Reduced |
| Bokf, NA | 703 | $55.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 760 | $59.8K | 0.00% | −8,829−92.1% | Reduced |
| Tower Research Capital LLC (TRC) | 779 | $61.3K | 0.00% | −758−49.3% | Reduced |
| Assetmark, Inc | 782 | $61.5K | 0.00% | −166−17.5% | Reduced |
| Jones Financial Companies LLLP | 812 | $63.1K | 0.00% | +271+50.1% | Added |
| Clarity Asset Management, Inc. | 860 | $67.6K | 0.04% | −151−14.9% | Reduced |
| GAMMA Investing LLC | 860 | $67.7K | 0.01% | −860−50.0% | Reduced |
| Continuum Advisory, LLC | 893 | $70.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 941 | $74.0K | 0.00% | −300−24.2% | Reduced |
| AdvisorNet Financial, Inc | 943 | $74.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 944 | $74.3K | 0.00% | −2−0.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 946 | $74.4K | 0.03% | +946 | New |
| Nisa Investment Advisors, LLC | 997 | $78.4K | 0.00% | −50−4.8% | Reduced |
| Spire Wealth Management | 1,000 | $78.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,053 | $82.8K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $86.5K | 0.00% | +400+57.1% | Added |
| Shell Asset Management Co | 1,128 | $89.0K | 0.00% | −49−4.2% | Reduced |
| Gables Capital Management Inc. | 1,250 | $98.3K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,311 | $104.1K | 0.00% | +49+3.9% | Added |
| Glen Eagle Advisors, LLC | 1,326 | $104.3K | 0.02% | −73−5.2% | Reduced |
| Trust Co of Vermont | 1,345 | $105.8K | 0.01% | −500−27.1% | Reduced |
| Asset Planning,Inc | 1,450 | $114.1K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,539 | $121.1K | 0.00% | −100−6.1% | Reduced |
| CWM, LLC | 1,846 | $145.0K | 0.00% | +3+0.2% | Added |
| KBC Group NV | 1,892 | $149.0K | 0.00% | −4,296−69.4% | Reduced |
| Adirondack Trust Co | 2,000 | $157.4K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,000 | $157.4K | 0.06% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 2,288 | $177.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,324 | $182.9K | 0.01% | −41−1.7% | Reduced |