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Livermore
ZHEN

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
Coldstream Capital Management Inc257$20.2K0.00%+257New
Fifth Third Bancorp244$19.2K0.00%+75+44.4%Added
CIBC Private Wealth Group, LLC250$18.8K0.00%00.0%Unchanged
Hemington Wealth Management221$17.0K0.00%+13+6.3%Added
GPS Wealth Strategies Group, LLC215$16.9K0.00%00.0%Unchanged
IFP Advisors, Inc199$15.7K0.00%00.0%Unchanged
MAI Capital Management191$15.0K0.00%−1,109−85.3%Reduced
Harbor Capital Advisors, Inc.169$13.0K0.00%+55+48.2%Added
EverSource Wealth Advisors, LLC165$13.0K0.00%+59+55.7%Added
Lindbrook Capital, LLC161$12.7K0.00%+6+3.9%Added
SWAN Capital LLC150$11.8K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.141$11.1K0.00%00.0%Unchanged
Quent Capital, LLC140$11.0K0.00%00.0%Unchanged
Rise Advisors, LLC140$11.0K0.00%+140New
Hexagon Capital Partners LLC130$10.2K0.00%−122−48.4%Reduced
Redwood Park Advisors LLC110$8.65K0.01%00.0%Unchanged
Plato Investment Management Ltd108$8.59K0.00%−415−79.3%Reduced
Bryn Mawr Trust Co100$7.87K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.100$7.87K0.00%00.0%Unchanged
Umb Bank N A93$7.32K0.00%−4−4.1%Reduced
Quarry LP85$6.69K0.00%−1,175−93.3%Reduced
Massmutual Trust Co FSB85$6.69K0.00%+1+1.2%Added
Leonteq Securities AG80$6.29K0.00%−3−3.6%Reduced
Boston Private Wealth LLC77$6.06K0.00%+77New
SRS Capital Advisors, Inc.62$4.88K0.00%−5−7.5%Reduced
Archer Investment Corp59$4.64K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.50$3.94K0.00%00.0%Unchanged
Rothschild Investment LLC50$3.93K0.00%+10+25.0%Added
GWM Advisors LLC38$2.99K0.00%00.0%Unchanged
Skopos Labs, Inc.38$2.99K0.00%+15+65.2%Added
Parkside Financial Bank & Trust31$2.44K0.00%+31New
LRI Investments, LLC31$2.44K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd29$2.28K0.00%−558−95.1%Reduced
Principal Securities, Inc.29$2.25K0.00%00.0%Unchanged
Bell Investment Advisors, Inc27$2.13K0.00%+7+35.0%Added
Ulland Investment Advisors, LLC31$2.00K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC21$1.66K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$1.57K0.00%00.0%Unchanged
Larson Financial Group LLC17$1.34K0.00%+2+13.3%Added
JFS Wealth Advisors, LLC16$1.26K0.00%−2−11.1%Reduced
Private Wealth Management Group, LLC14$1.10K0.00%00.0%Unchanged
UMA Financial Services, Inc.13$1.02K0.00%+13New
Bare Financial Services, Inc11$8650.00%+11New
Sofos Investments, Inc.10$7870.00%+10New
Stephens Consulting, LLC10$7870.00%+10New
First Horizon Advisors, Inc.9$7080.00%00.0%Unchanged
Hughes Financial Services, LLC7$5510.00%+7New
DiNuzzo Private Wealth, Inc.6$4730.00%00.0%Unchanged
SJS Investment Consulting Inc.6$4730.00%+1+20.0%Added
Global Financial Private Client, LLC6$4720.00%+4+200.0%Added
Abound Wealth Management3$2370.00%00.0%Unchanged
True Wealth Design, LLC1$790.00%−68−98.6%Reduced
Parkworth Wealth Management, Inc.1$790.00%00.0%Unchanged
HFM Investment Advisors, LLC1$790.00%+1New
Bay Harbor Wealth Management, LLC1$780.00%+1New
Covestor Ltd2$00.00%00.0%Unchanged
Balyasny Asset Management LLC0$00.00%−26,454−100.0%Sold out
Verition Fund Management LLC0$00.00%−10,488−100.0%Sold out
Northstar Asset Management Inc0$00.00%−9,748−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−9,607−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−7,700−100.0%Sold out
Aigen Investment Management, LP0$00.00%−5,428−100.0%Sold out
PharVision Advisers, LLC0$00.00%−5,337−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−4,803−100.0%Sold out
AE Wealth Management LLC0$00.00%−4,599−100.0%Sold out
Essex Savings Bank0$00.00%−3,512−100.0%Sold out
Centiva Capital, LP0$00.00%−3,334−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−3,190−100.0%Sold out
First Interstate Bank0$00.00%−3,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−3,000−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−2,974−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−2,765−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−2,683−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−2,668−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−2,588−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−2,577−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−2,110−100.0%Sold out
State of Wyoming0$00.00%−1,462−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−802−100.0%Sold out
ORG Partners LLC0$00.00%−290−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−218−100.0%Sold out
Versant Capital Management, Inc0$00.00%−205−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−190−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−102−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−62−100.0%Sold out
NewSquare Capital LLC0$00.00%−22−100.0%Sold out
GeoWealth Management, LLC0$00.00%−20−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−13−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed