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, 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.

Institutional holdersQ1 2025: 356 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 heldQ1 2025: $2.37B
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, Q1 2025

Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q4 2024.

Institutions holding AWR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Smartleaf Asset Management LLC2,413$187.5K0.02%+925+62.2%Added
Coston, McIsaac & Partners2,391$188.0K0.05%−298−11.1%Reduced
Mackenzie Financial Corp2,546$200.3K0.00%+2,546New
Jump Financial, LLC2,564$201.7K0.00%+2,564New
Evergreen Capital Management LLC2,611$205.4K0.01%+2,611New
Engineers Gate Manager LP2,632$207.1K0.00%−12,095−82.1%Reduced
Jefferies Financial Group Inc.2,679$210.8K0.00%+2,679New
Mercer Global Advisors Inc2,709$213.2K0.00%−1,289−32.2%Reduced
IFM Investors Pty Ltd2,710$213.2K0.00%−2,210−44.9%Reduced
GW Henssler & Associates Ltd2,747$216.1K0.01%00.0%Unchanged
Kelly Lawrence W & Associates Inc2,780$218.7K0.05%00.0%Unchanged
Oak Hill Wealth Advisors, LLC2,800$220.3K0.05%00.0%Unchanged
Glenmede Trust Co NA2,848$224.1K0.00%+256+9.9%Added
Parallel Advisors, LLC2,853$224.5K0.01%+310+12.2%Added
Vision Capital Management, Inc.2,921$229.8K0.03%00.0%Unchanged
Wealthfront Advisers LLC2,925$230.1K0.00%+45+1.6%Added
Tiaa Trust, National Association2,949$232.0K0.00%−306−9.4%Reduced
SlateStone Wealth, LLC3,000$236.0K0.02%00.0%Unchanged
Amplius Wealth Advisors, LLC3,000$236.0K0.02%00.0%Unchanged
Gitterman Wealth Management, LLC3,071$241.6K0.06%+3,071New
Kestra Private Wealth Services, LLC3,075$241.9K0.00%+10.0%Added
Resources Investment Advisors, LLC.3,087$242.9K0.00%−113−3.5%Reduced
Blair William & Co3,145$247.4K0.00%00.0%Unchanged
Xponance, Inc.3,158$248.5K0.00%+182+6.1%Added
Peapack Gladstone Financial Corp3,160$249.0K0.00%−24−0.8%Reduced
Stonebridge Capital Advisors LLC3,200$251.8K0.02%−100−3.0%Reduced
Baird Financial Group, Inc.3,260$256.5K0.00%+625+23.7%Added
MGB Wealth Management, LLC3,321$261.1K0.09%00.0%Unchanged
Avantax Planning Partners, Inc.3,414$268.6K0.01%00.0%Unchanged
Aster Capital Management (DIFC) Ltd3,565$272.9K0.05%+3,565New
Vista Investment Partners LLC3,500$275.4K0.08%00.0%Unchanged
Crossmark Global Holdings, Inc.3,640$286.4K0.01%−35−1.0%Reduced
Ingalls & Snyder LLC3,645$287.0K0.01%00.0%Unchanged
Sherbrooke Park Advisers LLC3,670$288.8K0.13%+3,670New
New Age Alpha Advisors, LLC3,697$290.9K0.01%−2,273−38.1%Reduced
ISAM Funds (UK) Ltd3,705$291.5K0.14%−3,673−49.8%Reduced
Freestone Grove Partners LP3,720$292.7K0.00%+3,720New
Lederer & Associates Investment Counsel3,750$295.0K0.22%00.0%Unchanged
ExodusPoint Capital Management, LP3,751$295.0K0.00%+3,751New
Pathway Financial Advisers, LLC3,757$295.6K0.10%+22+0.6%Added
Ameritas Investment Partners, Inc.3,900$306.9K0.01%00.0%Unchanged
JustInvest LLC3,911$307.7K0.00%+66+1.7%Added
Ballentine Partners, LLC4,029$317.0K0.01%+750+22.9%Added
BKD Wealth Advisors, LLC4,076$320.7K0.01%00.0%Unchanged
Kestra Advisory Services, LLC4,134$325.3K0.00%−3,645−46.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.4,118$326.6K0.00%+4,118New
Everence Capital Management Inc4,280$337.0K0.02%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH4,387$345.2K0.00%+4,387New
CWM Advisors, LLC4,448$350.0K0.04%−809−15.4%Reduced
Redmond Asset Management, LLC4,450$350.1K0.09%00.0%Unchanged
Blankinship & Foster, LLC4,452$350.3K0.09%00.0%Unchanged
Horizon Kinetics Asset Management LLC4,468$351.5K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado4,471$352.0K0.00%00.0%Unchanged
Ritholtz Wealth Management4,498$353.9K0.01%−826−15.5%Reduced
Cannon Global Investment Management, LLC4,500$354.1K0.98%+4,500New
Virtus ETF Advisers LLC4,803$377.9K0.25%+4,803New
Janney Montgomery Scott LLC4,925$387.0K0.00%00.0%Unchanged
Advisor Resource Council5,103$401.5K0.03%+5,103New
O'Shaughnessy Asset Management, LLC5,123$403.1K0.00%−322−5.9%Reduced
Cim, LLC5,210$409.9K0.06%−195−3.6%Reduced
Pathstone Holdings, LLC5,236$411.3K0.00%−453−8.0%Reduced
Financial Advisors Network, Inc.5,284$415.7K0.07%00.0%Unchanged
Captrust Financial Advisors5,432$427.4K0.00%−238−4.2%Reduced
Wealth Enhancement Advisory Services, LLC5,468$430.3K0.00%+104+1.9%Added
Mutual of America Capital Management LLC5,504$433.1K0.00%−221−3.9%Reduced
Teacher Retirement System of Texas5,522$434.5K0.00%+5,522New
Kennondale Capital Management LLC5,540$435.9K0.48%00.0%Unchanged
Colony Group, LLC5,597$440.4K0.00%−257−4.4%Reduced
Quantinno Capital Management LP5,757$453.0K0.00%+2,541+79.0%Added
Fieldview Capital Management, LLC5,782$454.9K0.06%+5,782New
Peoples Bank5,821$458.0K0.31%00.0%Unchanged
XTX Topco Ltd5,864$461.4K0.02%+5,864New
RSM US Wealth Management LLC5,958$468.8K0.01%+1,361+29.6%Added
Alpha Cubed Investments, LLC6,000$472.1K0.02%+6,000New
Connor, Clark & Lunn Investment Management Ltd.6,092$479.3K0.00%+6,092New
Quadrant Capital Group LLC6,293$495.1K0.02%+4,791+319.0%Added
Daiwa Securities Group Inc.6,323$497.0K0.00%+650+11.5%Added
FMR LLC6,345$499.3K0.00%−1,288−16.9%Reduced
ELCO Management Co., LLC6,516$512.7K0.28%+1,478+29.3%Added
Envestnet Asset Management Inc6,546$515.0K0.00%+1,599+32.3%Added
Y-Intercept (Hong Kong) Ltd6,609$520.0K0.04%+6,609New
Aquatic Capital Management LLC6,686$526.1K0.01%+4,296+179.7%Added
Resona Asset Management Co.,Ltd.6,688$526.2K0.00%00.0%Unchanged
Fruth Investment Management6,800$535.0K0.15%00.0%Unchanged
Avantax Advisory Services, Inc.6,873$540.7K0.00%−375−5.2%Reduced
King Wealth7,000$551.0K0.08%00.0%Unchanged
NorthRock Partners, LLC7,054$555.0K0.02%−260−3.6%Reduced
Farmers & Merchants Trust Co of Long Beach7,315$575.5K0.15%−400−5.2%Reduced
Cambridge Investment Research Advisors, Inc.7,318$576.0K0.00%−117−1.6%Reduced
Wealthcare Advisory Partners LLC7,403$582.5K0.02%+10.0%Added
Gsa Capital Partners LLP7,450$586.0K0.05%−4,110−35.6%Reduced
US Bancorp7,659$602.6K0.00%+867+12.8%Added
CI Private Wealth, LLC7,743$609.2K0.00%−307−3.8%Reduced
Essex Financial Services, Inc.7,883$620.2K0.04%+3,530+81.1%Added
HSBC Holdings PLC7,856$621.2K0.00%+1,787+29.4%Added
Police & Firemen's Retirement System of New Jersey7,937$624.5K0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.8,015$630.6K0.00%−247−3.0%Reduced
Manchester Capital Management LLC8,077$635.5K0.08%+30.0%Added
SEI Investments Co8,187$644.1K0.00%+1,820+28.6%Added
Cerity Partners LLC8,214$646.3K0.00%+666+8.8%Added