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, Q4 2025
Institutional positions in American States Water Co as of Dec 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
- 361
- +2 vs. Q3 2025
- Shares held
- 31.6M
- +583.0K (+1.9%) vs. Q3 2025
- Total value
- $2.29B
- +$24.9M (+1.1%) vs. Q3 2025
- New holders
- 44
- 142 more added
- Sold out
- 42
- 116 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $61 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $145 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $145 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $217 | 0.00% | +2+200.0% | Added |
| Northwestern Mutual Wealth Management Co | 3 | $217 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $218 | 0.00% | +2+200.0% | Added |
| Ankerstar Wealth, LLC | 4 | $290 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 5 | $363 | 0.00% | +5 | New |
| First Horizon Corp | 6 | $435 | 0.00% | −3−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $435 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $798 | 0.00% | −6−35.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 13 | $942 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.01K | 0.00% | +10+250.0% | Added |
| Private Wealth Management Group, LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $1.01K | 0.00% | +4+40.0% | Added |
| Clearstead Advisors, LLC | 15 | $1.09K | 0.00% | −635−97.7% | Reduced |
| Sankala Group LLC | 15 | $1.12K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 17 | $1.23K | 0.00% | −31−64.6% | Reduced |
| Godfrey Financial Associates, Inc. | 19 | $1.38K | 0.00% | +19 | New |
| Cornerstone Financial Management LLC | 19 | $1.38K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 21 | $1.52K | 0.00% | +19+950.0% | Added |
| Fourth Dimension Wealth, LLC | 22 | $1.56K | 0.00% | +1+4.8% | Added |
| Trust Co | 25 | $1.81K | 0.00% | +25 | New |
| Ulland Investment Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $2.17K | 0.00% | −5−14.3% | Reduced |
| LRI Investments, LLC | 31 | $2.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.25K | 0.00% | −8,043−99.6% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $2.25K | 0.00% | +12+63.2% | Added |
| GWM Advisors LLC | 38 | $2.75K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 39 | $2.83K | 0.00% | +39 | New |
| TD Waterhouse Canada Inc. | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 52 | $3.77K | 0.00% | −49−48.5% | Reduced |
| Assetmark, Inc | 70 | $5.07K | 0.00% | −1,722−96.1% | Reduced |
| Torren Management, LLC | 72 | $5.24K | 0.00% | +72 | New |
| Garton & Associates Financial Advisors LLC | 84 | $6.10K | 0.00% | +84 | New |
| Natixis | 88 | $6.38K | 0.00% | −222−71.6% | Reduced |
| High Note Wealth, LLC | 88 | $6.38K | 0.00% | +88 | New |
| Meeder Asset Management Inc | 93 | $6.74K | 0.00% | +93 | New |
| Bryn Mawr Trust Co | 100 | $7.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.25K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 96 | $7.26K | 0.00% | +76+380.0% | Added |
| Redwood Park Advisors LLC | 112 | $8.13K | 0.01% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 113 | $8.19K | 0.00% | −6−5.0% | Reduced |
| Quent Capital, LLC | 140 | $10.1K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 145 | $11.0K | 0.00% | −2−1.4% | Reduced |
| Leonteq Securities AG | 160 | $11.6K | 0.00% | +56+53.8% | Added |
| SageView Advisory Group, LLC | 175 | $12.7K | 0.00% | +175 | New |
| Parkside Financial Bank & Trust | 182 | $13.2K | 0.00% | +14+8.3% | Added |
| Rothschild Investment LLC | 193 | $14.0K | 0.00% | +114+144.3% | Added |
| Bayban | 200 | $14.5K | 0.01% | +200 | New |
| Pflug Koory, LLC | 201 | $14.6K | 0.01% | −170−45.8% | Reduced |
| Umb Bank N A | 203 | $14.7K | 0.00% | +15+8.0% | Added |
| SRS Capital Advisors, Inc. | 208 | $15.1K | 0.00% | −19,395−98.9% | Reduced |
| Los Angeles Capital Management LLC | 220 | $15.7K | 0.00% | +220 | New |
| Root Financial Partners, LLC | 234 | $17.0K | 0.00% | +10+4.5% | Added |
| Huntington National Bank | 236 | $17.1K | 0.00% | −705−74.9% | Reduced |
| Harbour Investments, Inc. | 259 | $18.8K | 0.00% | +9+3.6% | Added |
| Fifth Third Bancorp | 259 | $18.8K | 0.00% | +67+34.9% | Added |
| True Wealth Design, LLC | 271 | $19.6K | 0.01% | +164+153.3% | Added |
| Quarry LP | 278 | $20.1K | 0.00% | −721−72.2% | Reduced |
| Salomon & Ludwin, LLC | 309 | $22.1K | 0.00% | +36+13.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $22.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 346 | $25.1K | 0.01% | +346 | New |
| Armstrong Advisory Group, Inc | 362 | $26.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 366 | $26.5K | 0.00% | +366 | New |
| Golden State Wealth Management, LLC | 393 | $28.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 393 | $28.5K | 0.01% | +117+42.4% | Added |
| Signaturefd, LLC | 397 | $28.8K | 0.00% | −60−13.1% | Reduced |
| State of Wyoming | 409 | $29.6K | 0.00% | +63+18.2% | Added |
| Versant Capital Management, Inc | 421 | $30.5K | 0.00% | +7+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 430 | $31.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 499 | $36.2K | 0.02% | −41−7.6% | Reduced |
| MAI Capital Management | 543 | $39.4K | 0.00% | +539+13,475.0% | Added |
| Federated Hermes, Inc. | 549 | $39.8K | 0.00% | −10−1.8% | Reduced |
| IFP Advisors, Inc | 549 | $39.8K | 0.00% | +292+113.6% | Added |
| Danske Bank A/S | 600 | $43.5K | 0.00% | −12,176−95.3% | Reduced |
| Whittier Trust Co | 611 | $44.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 618 | $44.8K | 0.00% | −801−56.4% | Reduced |
| Motiv8 Investments LLC | 625 | $45.0K | 0.02% | +625 | New |
| Anchor Investment Management, LLC | 624 | $45.3K | 0.00% | +4+0.6% | Added |
| Plato Investment Management Ltd | 624 | $45.4K | 0.00% | +624 | New |
| Pension & Wealth Management Advisors, Inc. | 804 | $58.3K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 809 | $58.7K | 0.03% | +809 | New |
| CIBC Private Wealth Group, LLC | 832 | $60.3K | 0.00% | +53+6.8% | Added |
| Clarity Asset Management, Inc. | 840 | $60.9K | 0.03% | +6+0.7% | Added |
| Bokf, NA | 917 | $66.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 936 | $67.9K | 0.00% | +1+0.1% | Added |
| Sterling Capital Management LLC | 942 | $68.3K | 0.00% | −45−4.6% | Reduced |
| Glen Eagle Advisors, LLC | 965 | $69.9K | 0.01% | −271−21.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,032 | $74.8K | 0.00% | −422−29.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,033 | $74.9K | 0.00% | −112−9.8% | Reduced |
| Hantz Financial Services, Inc. | 1,067 | $77.0K | 0.00% | −63−5.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,108 | $80.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,122 | $81.3K | 0.03% | −72−6.0% | Reduced |
| KBC Group NV | 1,130 | $82.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,190 | $86.3K | 0.00% | +42+3.7% | Added |
| Keating Financial Advisory Services, Inc. | 1,212 | $87.8K | 0.01% | +1,212 | New |