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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, 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.

Institutional holdersQ2 2025: 360 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 heldQ2 2025: $2.32B
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, Q2 2025

Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q1 2025.

Institutions holding AWR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.309$23.7K0.00%00.0%Unchanged
IFP Advisors, Inc305$23.4K0.00%+106+53.3%Added
Hilltop National Bank300$23.0K0.01%+300New
Harbour Investments, Inc.250$19.2K0.00%−250−50.0%Reduced
Ameriflex Group, Inc.248$19.1K0.01%−805−76.4%Reduced
Hoertkorn Richard Charles235$18.0K0.01%−114−32.7%Reduced
Hemington Wealth Management228$17.0K0.00%+7+3.2%Added
GPS Wealth Strategies Group, LLC215$16.5K0.00%00.0%Unchanged
Fifth Third Bancorp212$16.3K0.00%−32−13.1%Reduced
Harbor Capital Advisors, Inc.152$12.0K0.00%−17−10.1%Reduced
SWAN Capital LLC150$11.5K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.141$10.8K0.00%00.0%Unchanged
Rise Advisors, LLC140$10.7K0.00%00.0%Unchanged
Umb Bank N A127$9.74K0.00%+34+36.6%Added
Redwood Park Advisors LLC111$8.48K0.01%+1+0.9%Added
MAI Capital Management104$7.97K0.00%−87−45.5%Reduced
Bryn Mawr Trust Co100$7.67K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.100$7.67K0.00%00.0%Unchanged
True Wealth Design, LLC85$6.52K0.00%+84+8,400.0%Added
Essential Partners LLC83$6.36K0.00%+83New
Leonteq Securities AG82$6.29K0.00%+2+2.5%Added
Aster Capital Management (DIFC) Ltd76$5.83K0.00%−3,489−97.9%Reduced
Massmutual Trust Co FSB72$5.52K0.00%−13−15.3%Reduced
Rothschild Investment LLC70$5.37K0.00%+20+40.0%Added
SRS Capital Advisors, Inc.62$4.75K0.00%00.0%Unchanged
Parkside Financial Bank & Trust62$4.75K0.00%+31+100.0%Added
Archer Investment Corp59$4.55K0.00%00.0%Unchanged
Principal Securities, Inc.54$4.14K0.00%+25+86.2%Added
TD Waterhouse Canada Inc.50$3.90K0.00%00.0%Unchanged
Bare Financial Services, Inc47$3.60K0.00%+36+327.3%Added
Larson Financial Group LLC45$3.45K0.00%+28+164.7%Added
GWM Advisors LLC38$2.91K0.00%00.0%Unchanged
UMA Financial Services, Inc.37$2.84K0.00%+24+184.6%Added
LRI Investments, LLC31$2.37K0.00%00.0%Unchanged
Bell Investment Advisors, Inc28$2.15K0.00%+1+3.7%Added
Ulland Investment Advisors, LLC31$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC23$1.76K0.00%+7+43.8%Added
Fourth Dimension Wealth, LLC21$1.63K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$1.53K0.00%00.0%Unchanged
NewSquare Capital LLC20$1.53K0.00%+20New
Fortitude Family Office, LLC20$1.53K0.00%+20New
Twin Peaks Wealth Advisors, LLC19$1.45K0.00%+19New
Private Wealth Management Group, LLC14$1.07K0.00%00.0%Unchanged
NBC Securities, Inc.21$1.00K0.00%+21New
Hantz Financial Services, Inc.8$1.00K0.00%+8New
Annis Gardner Whiting Capital Advisors, LLC13$9970.00%+13New
Atlantic Trust, LLC12$9200.00%+12New
Financial Gravity Companies, Inc.9$6900.00%+9New
Skopos Labs, Inc.8$6140.00%−30−78.9%Reduced
Rialto Wealth Management, LLC7$5370.00%+7New
DiNuzzo Private Wealth, Inc.6$4600.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$3070.00%+3+300.0%Added
First Horizon Advisors, Inc.3$2300.00%−6−66.7%Reduced
SJS Investment Consulting Inc.3$2300.00%−3−50.0%Reduced
Abound Wealth Management3$2300.00%00.0%Unchanged
Ameritas Advisory Services, LLC3$2300.00%+3New
HFM Investment Advisors, LLC2$1530.00%+1+100.0%Added
Total Investment Management Inc2$1530.00%+2New
Bay Harbor Wealth Management, LLC1$760.00%00.0%Unchanged
Avion Wealth6$00.00%+6New
Skandinaviska Enskilda Banken AB (publ)0$00.00%−37,880−100.0%Sold out
MetLife Investment Management0$00.00%−22,043−100.0%Sold out
Dean Investment Associates, LLC0$00.00%−20,935−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−19,762−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−18,687−100.0%Sold out
Dean Capital Management0$00.00%−14,748−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−14,146−100.0%Sold out
Quest Partners LLC0$00.00%−11,038−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−10,448−100.0%Sold out
Legato Capital Management LLC0$00.00%−9,291−100.0%Sold out
XTX Topco Ltd0$00.00%−5,864−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−5,782−100.0%Sold out
Advisor Resource Council0$00.00%−5,103−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−4,500−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−4,118−100.0%Sold out
Lederer & Associates Investment Counsel0$00.00%−3,750−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−3,705−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−3,670−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−3,087−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,679−100.0%Sold out
Engineers Gate Manager LP0$00.00%−2,632−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−2,611−100.0%Sold out
Mackenzie Financial Corp0$00.00%−2,546−100.0%Sold out
Raiffeisen Bank International AG0$00.00%−2,288−100.0%Sold out
Continuum Advisory, LLC0$00.00%−893−100.0%Sold out
Headlands Technologies LLC0$00.00%−682−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−257−100.0%Sold out
Quent Capital, LLC0$00.00%−140−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−130−100.0%Sold out
Plato Investment Management Ltd0$00.00%−108−100.0%Sold out
Boston Private Wealth LLC0$00.00%−77−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−29−100.0%Sold out
Stephens Consulting, LLC0$00.00%−10−100.0%Sold out
Hughes Financial Services, LLC0$00.00%−7−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−6−100.0%Sold out
Glenmede Trust Co NA––––Not filed
Lindbrook Capital, LLC––––Not filed
Sofos Investments, Inc.––––Not filed