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, Q2 2025
Institutional positions in American States Water Co as of Jun 30, 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
- 360
- +7 vs. Q1 2025
- Shares held
- 30.2M
- +66.2K (+0.2%) vs. Q1 2025
- Total value
- $2.32B
- −$55.9M (−2.4%) vs. Q1 2025
- New holders
- 42
- 145 more added
- Sold out
- 35
- 112 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $153 | 0.00% | +1+100.0% | Added |
| Total Investment Management Inc | 2 | $153 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 3 | $230 | 0.00% | −6−66.7% | Reduced |
| SJS Investment Consulting Inc. | 3 | $230 | 0.00% | −3−50.0% | Reduced |
| Abound Wealth Management | 3 | $230 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3 | $230 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $307 | 0.00% | +3+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $460 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $537 | 0.00% | +7 | New |
| Skopos Labs, Inc. | 8 | $614 | 0.00% | −30−78.9% | Reduced |
| Financial Gravity Companies, Inc. | 9 | $690 | 0.00% | +9 | New |
| Atlantic Trust, LLC | 12 | $920 | 0.00% | +12 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $997 | 0.00% | +13 | New |
| NBC Securities, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 19 | $1.45K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $1.53K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 20 | $1.53K | 0.00% | +20 | New |
| Fourth Dimension Wealth, LLC | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $1.76K | 0.00% | +7+43.8% | Added |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.15K | 0.00% | +1+3.7% | Added |
| LRI Investments, LLC | 31 | $2.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $2.84K | 0.00% | +24+184.6% | Added |
| GWM Advisors LLC | 38 | $2.91K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $3.45K | 0.00% | +28+164.7% | Added |
| Bare Financial Services, Inc | 47 | $3.60K | 0.00% | +36+327.3% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 54 | $4.14K | 0.00% | +25+86.2% | Added |
| Archer Investment Corp | 59 | $4.55K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 62 | $4.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $4.75K | 0.00% | +31+100.0% | Added |
| Rothschild Investment LLC | 70 | $5.37K | 0.00% | +20+40.0% | Added |
| Massmutual Trust Co FSB | 72 | $5.52K | 0.00% | −13−15.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 76 | $5.83K | 0.00% | −3,489−97.9% | Reduced |
| Leonteq Securities AG | 82 | $6.29K | 0.00% | +2+2.5% | Added |
| Essential Partners LLC | 83 | $6.36K | 0.00% | +83 | New |
| True Wealth Design, LLC | 85 | $6.52K | 0.00% | +84+8,400.0% | Added |
| Bryn Mawr Trust Co | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 104 | $7.97K | 0.00% | −87−45.5% | Reduced |
| Redwood Park Advisors LLC | 111 | $8.48K | 0.01% | +1+0.9% | Added |
| Umb Bank N A | 127 | $9.74K | 0.00% | +34+36.6% | Added |
| Rise Advisors, LLC | 140 | $10.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 141 | $10.8K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 152 | $12.0K | 0.00% | −17−10.1% | Reduced |
| Fifth Third Bancorp | 212 | $16.3K | 0.00% | −32−13.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 215 | $16.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 228 | $17.0K | 0.00% | +7+3.2% | Added |
| Hoertkorn Richard Charles | 235 | $18.0K | 0.01% | −114−32.7% | Reduced |
| Ameriflex Group, Inc. | 248 | $19.1K | 0.01% | −805−76.4% | Reduced |
| Harbour Investments, Inc. | 250 | $19.2K | 0.00% | −250−50.0% | Reduced |
| Hilltop National Bank | 300 | $23.0K | 0.01% | +300 | New |
| IFP Advisors, Inc | 305 | $23.4K | 0.00% | +106+53.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $23.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 310 | $23.8K | 0.00% | −185−37.4% | Reduced |
| State of Wyoming | 339 | $26.0K | 0.00% | +339 | New |
| Pflug Koory, LLC | 371 | $28.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 393 | $30.1K | 0.00% | +13+3.4% | Added |
| Armstrong Advisory Group, Inc | 410 | $31.4K | 0.00% | −242−37.1% | Reduced |
| Versant Capital Management, Inc | 420 | $32.2K | 0.00% | +420 | New |
| Sterling Capital Management LLC | 423 | $32.4K | 0.00% | +114+36.9% | Added |
| Steward Partners Investment Advisory, LLC | 430 | $33.0K | 0.00% | −38−8.1% | Reduced |
| Salem Investment Counselors Inc | 500 | $38.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 503 | $38.6K | 0.00% | +11+2.2% | Added |
| Federated Hermes, Inc. | 607 | $46.5K | 0.00% | +98+19.3% | Added |
| Whittier Trust Co | 610 | $46.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 616 | $47.2K | 0.00% | +4+0.7% | Added |
| Clearstead Advisors, LLC | 626 | $48.0K | 0.00% | +626 | New |
| Covestor Ltd | 700 | $54.0K | 0.03% | +698+34,900.0% | Added |
| EverSource Wealth Advisors, LLC | 721 | $55.3K | 0.00% | +556+337.0% | Added |
| CIBC Private Wealth Group, LLC | 800 | $61.4K | 0.00% | +550+220.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 804 | $61.6K | 0.02% | −142−15.0% | Reduced |
| Clarity Asset Management, Inc. | 829 | $63.5K | 0.04% | −31−3.6% | Reduced |
| Assetmark, Inc | 910 | $69.8K | 0.00% | +128+16.4% | Added |
| Bokf, NA | 917 | $70.3K | 0.00% | +214+30.4% | Added |
| AdvisorNet Financial, Inc | 935 | $71.7K | 0.00% | −8−0.8% | Reduced |
| Huntington National Bank | 941 | $72.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 946 | $72.5K | 0.00% | +2+0.2% | Added |
| Spire Wealth Management | 1,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,016 | $78.0K | 0.00% | −112−9.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,018 | $78.0K | 0.00% | +21+2.1% | Added |
| Quarry LP | 1,064 | $81.6K | 0.02% | +979+1,151.8% | Added |
| KBC Group NV | 1,130 | $87.0K | 0.00% | −762−40.3% | Reduced |
| Glen Eagle Advisors, LLC | 1,196 | $91.7K | 0.01% | −130−9.8% | Reduced |
| Gables Capital Management Inc. | 1,250 | $95.8K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 1,300 | $99.7K | 0.00% | +200+18.2% | Added |
| Global Retirement Partners, LLC | 1,324 | $101.5K | 0.00% | +1,324 | New |
| Trust Co of Vermont | 1,345 | $103.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,361 | $104.0K | 0.00% | +549+67.6% | Added |
| Allworth Financial LP | 1,379 | $105.7K | 0.00% | +68+5.2% | Added |
| Asset Planning,Inc | 1,450 | $111.2K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,539 | $118.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,000 | $153.3K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,000 | $153.3K | 0.05% | 00.0% | Unchanged |