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, Q3 2025
Institutional positions in American States Water Co as of Sep 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
- 368
- +14 vs. Q2 2025
- Shares held
- 31.2M
- +1.45M (+4.9%) vs. Q2 2025
- Total value
- $2.28B
- −$2.27M (−0.1%) vs. Q2 2025
- New holders
- 45
- 135 more added
- Sold out
- 31
- 118 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | +1+16.7% | Added |
| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $73 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $74 | 0.00% | −6−85.7% | Reduced |
| SJS Investment Consulting Inc. | 2 | $147 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $286 | 0.00% | +4 | New |
| MAI Capital Management | 4 | $294 | 0.00% | −100−96.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $448 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $513 | 0.00% | +7 | New |
| First Horizon Corp | 9 | $660 | 0.00% | +9 | New |
| Larson Financial Group LLC | 10 | $733 | 0.00% | −35−77.8% | Reduced |
| Atlantic Trust, LLC | 12 | $880 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $953 | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 17 | $1.25K | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 17 | $1.25K | 0.00% | −20−54.1% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $1.39K | 0.00% | −4−17.4% | Reduced |
| Sound Income Strategies, LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 25 | $1.83K | 0.00% | +25 | New |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.05K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.57K | 0.00% | +35 | New |
| GWM Advisors LLC | 38 | $2.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $3.52K | 0.00% | +28+140.0% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.55K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 49 | $3.59K | 0.00% | −5−9.3% | Reduced |
| Rothschild Investment LLC | 79 | $5.79K | 0.00% | +9+12.9% | Added |
| Simplex Trading, LLC | 90 | $6.00K | 0.00% | +90 | New |
| Bryn Mawr Trust Co | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 101 | $7.41K | 0.00% | +54+114.9% | Added |
| Leonteq Securities AG | 104 | $7.63K | 0.00% | +22+26.8% | Added |
| True Wealth Design, LLC | 107 | $7.85K | 0.00% | +22+25.9% | Added |
| Redwood Park Advisors LLC | 111 | $8.17K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 119 | $8.72K | 0.00% | +47+65.3% | Added |
| Bessemer Group Inc | 138 | $10.0K | 0.00% | −158,663−99.9% | Reduced |
| Rise Advisors, LLC | 140 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $10.3K | 0.00% | +140 | New |
| Brown, Lisle/Cummings, Inc. | 141 | $10.3K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 147 | $11.0K | 0.00% | −5−3.3% | Reduced |
| Parkside Financial Bank & Trust | 168 | $12.3K | 0.00% | +106+171.0% | Added |
| Umb Bank N A | 188 | $13.8K | 0.00% | +61+48.0% | Added |
| Fifth Third Bancorp | 192 | $14.1K | 0.00% | −20−9.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 216 | $15.8K | 0.00% | +1+0.5% | Added |
| Hemington Wealth Management | 220 | $16.0K | 0.00% | −8−3.5% | Reduced |
| Root Financial Partners, LLC | 224 | $16.4K | 0.00% | +224 | New |
| Harbour Investments, Inc. | 250 | $18.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 257 | $18.8K | 0.00% | −48−15.7% | Reduced |
| Salomon & Ludwin, LLC | 273 | $19.3K | 0.00% | +273 | New |
| Caitong International Asset Management Co., Ltd | 276 | $20.2K | 0.01% | +276 | New |
| Hilltop National Bank | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $22.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 310 | $22.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 346 | $25.4K | 0.00% | +7+2.1% | Added |
| Armstrong Advisory Group, Inc | 362 | $26.5K | 0.00% | −48−11.7% | Reduced |
| Shell Asset Management Co | 370 | $27.0K | 0.00% | −646−63.6% | Reduced |
| Pflug Koory, LLC | 371 | $27.2K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 388 | $28.4K | 0.00% | +388 | New |
| Golden State Wealth Management, LLC | 393 | $28.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 414 | $30.4K | 0.00% | −6−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 430 | $31.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 457 | $33.5K | 0.00% | −46−9.1% | Reduced |
| Salem Investment Counselors Inc | 500 | $36.7K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 502 | $36.8K | 0.00% | +502 | New |
| Aster Capital Management (DIFC) Ltd | 540 | $39.6K | 0.02% | +464+610.5% | Added |
| Federated Hermes, Inc. | 559 | $41.0K | 0.00% | −48−7.9% | Reduced |
| Whittier Trust Co | 611 | $43.2K | 0.00% | +1+0.2% | Added |
| Anchor Investment Management, LLC | 620 | $45.5K | 0.00% | +4+0.6% | Added |
| Clearstead Advisors, LLC | 650 | $47.7K | 0.00% | +24+3.8% | Added |
| Covestor Ltd | 699 | $51.0K | 0.03% | −1−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 779 | $57.1K | 0.00% | −21−2.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 804 | $58.9K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 834 | $61.2K | 0.03% | +5+0.6% | Added |
| Bokf, NA | 917 | $67.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 935 | $68.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 941 | $69.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 976 | $71.6K | 0.00% | +976 | New |
| Sterling Capital Management LLC | 987 | $72.4K | 0.00% | +564+133.3% | Added |
| Quarry LP | 999 | $73.2K | 0.02% | −65−6.1% | Reduced |
| Spire Wealth Management | 1,000 | $73.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,108 | $81.2K | 0.00% | +1,108 | New |
| KBC Group NV | 1,130 | $83.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,130 | $83.0K | 0.00% | +1,122+14,025.0% | Added |
| Nisa Investment Advisors, LLC | 1,145 | $84.0K | 0.00% | +127+12.5% | Added |
| Rockefeller Capital Management L.P. | 1,148 | $84.2K | 0.00% | +1,148 | New |
| Essential Partners LLC | 1,194 | $87.5K | 0.03% | +1,111+1,338.6% | Added |
| Glen Eagle Advisors, LLC | 1,236 | $90.6K | 0.01% | +40+3.3% | Added |
| Gables Capital Management Inc. | 1,250 | $91.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,270 | $93.1K | 0.00% | +324+34.2% | Added |
| Trust Co of Vermont | 1,300 | $95.3K | 0.00% | −45−3.3% | Reduced |
| Global Retirement Partners, LLC | 1,326 | $97.2K | 0.00% | +2+0.2% | Added |
| Jones Financial Companies LLLP | 1,379 | $99.9K | 0.00% | +18+1.3% | Added |
| Creative Financial Designs Inc | 1,419 | $104.1K | 0.01% | −7,133−83.4% | Reduced |
| Asset Planning,Inc | 1,450 | $106.3K | 0.08% | 00.0% | Unchanged |