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 2026
Institutional positions in American States Water Co as of Mar 31, 2026. 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
- 377
- +25 vs. Q4 2025
- Shares held
- 31.7M
- +5.11M (+19.2%) vs. Q4 2025
- Total value
- $2.40B
- +$470.3M (+24.4%) vs. Q4 2025
- New holders
- 52
- 133 more added
- Sold out
- 27
- 124 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rialto Wealth Management, LLC | 1 | $76 | 0.00% | −2−66.7% | Reduced |
| Curio Wealth, LLC | 1 | $76 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $151 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $152 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $227 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $227 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $302 | 0.00% | +1+33.3% | Added |
| Manchester Capital Management LLC | 5 | $379 | 0.00% | −26−83.9% | Reduced |
| Gilpin Wealth Management, LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $453 | 0.00% | +3+100.0% | Added |
| First Horizon Corp | 6 | $454 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $454 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $530 | 0.00% | −21−75.0% | Reduced |
| UMA Financial Services, Inc. | 8 | $605 | 0.00% | −3−27.3% | Reduced |
| Larson Financial Group LLC | 10 | $756 | 0.00% | −4−28.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 10 | $757 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $757 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $1.36K | 0.00% | −34−65.4% | Reduced |
| Assetmark, Inc | 19 | $1.44K | 0.00% | −51−72.9% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $1.44K | 0.00% | −12−38.7% | Reduced |
| Godfrey Financial Associates, Inc. | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 19 | $1.44K | 0.00% | +19 | New |
| Fourth Dimension Wealth, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $1.68K | 0.00% | +9+64.3% | Added |
| Sunbelt Securities, Inc. | 24 | $1.81K | 0.00% | −6−20.0% | Reduced |
| Trust Co | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $2.19K | 0.00% | +12+70.6% | Added |
| LRI Investments, LLC | 31 | $2.34K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $2.72K | 0.00% | −200−84.7% | Reduced |
| JPL Wealth Management, LLC | 36 | $2.72K | 0.00% | +36 | New |
| GWM Advisors LLC | 38 | $2.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 38 | $2.87K | 0.00% | +38 | New |
| Evolution Wealth Management Inc. | 39 | $2.95K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $3.02K | 0.00% | +40 | New |
| Keating Financial Advisory Services, Inc. | 47 | $3.55K | 0.00% | −1,165−96.1% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $3.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 59 | $4.46K | 0.00% | +38+181.0% | Added |
| Root Financial Partners, LLC | 70 | $5.29K | 0.00% | −164−70.1% | Reduced |
| High Note Wealth, LLC | 71 | $5.37K | 0.00% | −17−19.3% | Reduced |
| Massmutual Trust Co FSB | 77 | $5.82K | 0.00% | −36−31.9% | Reduced |
| Natixis | 85 | $6.43K | 0.00% | −3−3.4% | Reduced |
| Quarry LP | 99 | $7.49K | 0.00% | −179−64.4% | Reduced |
| Bryn Mawr Trust Co | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 113 | $8.54K | 0.01% | +1+0.9% | Added |
| Quent Capital, LLC | 140 | $10.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 142 | $10.7K | 0.00% | +142 | New |
| SWAN Capital LLC | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 155 | $11.7K | 0.00% | −5−3.1% | Reduced |
| Parkside Financial Bank & Trust | 156 | $11.8K | 0.00% | −26−14.3% | Reduced |
| Wall Street Financial Group, Inc. | 161 | $12.2K | 0.01% | +161 | New |
| Danske Bank A/S | 200 | $15.1K | 0.00% | −400−66.7% | Reduced |
| Bayban | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 201 | $15.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 219 | $17.0K | 0.00% | −90−29.1% | Reduced |
| True Wealth Design, LLC | 229 | $17.3K | 0.00% | −42−15.5% | Reduced |
| Versant Capital Management, Inc | 234 | $17.7K | 0.00% | −187−44.4% | Reduced |
| Umb Bank N A | 235 | $17.8K | 0.00% | +32+15.8% | Added |
| Walleye Capital LLC | 291 | $22.0K | 0.00% | +291 | New |
| Sound Income Strategies, LLC | 301 | $22.9K | 0.00% | +205+213.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $23.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 321 | $24.3K | 0.00% | +321 | New |
| SRS Capital Advisors, Inc. | 326 | $24.7K | 0.00% | +118+56.7% | Added |
| Basecamp Wealth Advisors LLC | 346 | $26.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 351 | $26.5K | 0.00% | +158+81.9% | Added |
| Armstrong Advisory Group, Inc | 362 | $27.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 368 | $27.8K | 0.00% | −250−40.5% | Reduced |
| Golden State Wealth Management, LLC | 380 | $28.7K | 0.00% | −13−3.3% | Reduced |
| State of Wyoming | 408 | $30.9K | 0.00% | −1−0.2% | Reduced |
| Signaturefd, LLC | 414 | $31.3K | 0.00% | +17+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 430 | $32.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $37.8K | 0.00% | +500 | New |
| Hantz Financial Services, Inc. | 536 | $41.0K | 0.00% | −531−49.8% | Reduced |
| Federated Hermes, Inc. | 549 | $41.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 604 | $45.7K | 0.01% | −200−24.9% | Reduced |
| Sterling Capital Management LLC | 611 | $46.2K | 0.00% | −331−35.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 613 | $46.4K | 0.00% | +247+67.5% | Added |
| Whittier Trust Co | 611 | $46.9K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 624 | $47.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 628 | $47.5K | 0.00% | +4+0.6% | Added |
| IFP Advisors, Inc | 640 | $48.4K | 0.00% | +91+16.6% | Added |
| Harbour Investments, Inc. | 659 | $49.8K | 0.00% | +400+154.4% | Added |
| Covestor Ltd | 688 | $52.0K | 0.04% | −632−47.9% | Reduced |
| Caitlin John, LLC | 721 | $54.5K | 0.03% | −814−53.0% | Reduced |
| Ameriflex Group, Inc. | 815 | $61.6K | 0.03% | +6+0.7% | Added |
| Clarity Asset Management, Inc. | 872 | $66.0K | 0.03% | +32+3.8% | Added |
| Aster Capital Management (DIFC) Ltd | 846 | $66.6K | 0.02% | +347+69.5% | Added |
| Essential Partners LLC | 882 | $66.7K | 0.02% | −240−21.4% | Reduced |
| MAI Capital Management | 925 | $69.9K | 0.00% | +382+70.3% | Added |
| AdvisorNet Financial, Inc | 935 | $70.7K | 0.00% | −1−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 965 | $73.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 989 | $74.8K | 0.00% | +989 | New |
| Gables Capital Management Inc. | 1,250 | $94.5K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,255 | $94.9K | 0.00% | +222+21.5% | Added |
| Asset Planning,Inc | 1,450 | $109.6K | 0.08% | 00.0% | Unchanged |