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Livermore
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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.

Institutional holdersQ1 2026: 377 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 heldQ1 2026: $2.40B
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, Q1 2026

Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q4 2025.

Institutions holding AWR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Harbor Capital Advisors, Inc.6,161$466.0K0.04%+6,016+4,149.0%Added
Financial Advisors Network, Inc.6,006$454.2K0.06%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH5,938$449.0K0.00%−4,400−42.6%Reduced
Canada Pension Plan Investment Board5,900$446.2K0.00%00.0%Unchanged
Janney Montgomery Scott LLC5,880$445.0K0.00%+10.0%Added
Balyasny Asset Management LLC5,868$443.7K0.00%−6,618−53.0%Reduced
Rodgers Brothers Inc.5,850$442.4K0.05%+5,850New
Freestone Grove Partners LP5,744$434.4K0.00%+2,352+69.3%Added
Merit Financial Group, LLC5,740$434.0K0.00%+23+0.4%Added
First Citizens Bank & Trust Co5,333$403.3K0.01%+20.0%Added
Cim, LLC5,247$396.8K0.06%00.0%Unchanged
Quadrant Capital Group LLC5,147$389.2K0.01%−437−7.8%Reduced
Brighton Jones LLC5,131$388.0K0.01%+5,131New
Envestnet Portfolio Solutions, Inc.5,121$387.3K0.00%−9−0.2%Reduced
Swiss Life Asset Management Ltd4,955$374.7K0.00%+909+22.5%Added
JustInvest LLC4,895$370.2K0.00%+582+13.5%Added
O'Shaughnessy Asset Management, LLC4,854$367.1K0.00%+805+19.9%Added
Virtus ETF Advisers LLC4,803$363.2K0.17%00.0%Unchanged
Tower Research Capital LLC (TRC)4,516$341.5K0.01%+3,484+337.6%Added
Xponance, Inc.4,513$341.3K0.00%+1,457+47.7%Added
Public Employees Retirement Association of Colorado4,471$338.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC4,430$335.0K0.00%+5+0.1%Added
Royce & Associates LP4,387$331.7K0.00%+4,387New
Horizon Kinetics Asset Management LLC4,374$330.8K0.00%+130+3.1%Added
Integrated Wealth Concepts LLC4,303$325.4K0.00%+4,303New
Vise Technologies, Inc.4,486$325.1K0.01%00.0%Unchanged
Warren Averett Asset Management, LLC4,292$324.6K0.00%+4,292New
Meeder Advisory Services, Inc.4,197$317.4K0.01%−3,716−47.0%Reduced
Journey Strategic Wealth LLC4,186$316.5K0.01%+4,186New
Gsa Capital Partners LLP4,137$313.0K0.02%+1,222+41.9%Added
BKD Wealth Advisors, LLC4,076$308.2K0.01%00.0%Unchanged
Ritholtz Wealth Management4,062$307.2K0.01%−381−8.6%Reduced
Pathway Financial Advisers, LLC3,856$291.6K0.08%+25+0.7%Added
Jones Financial Companies LLLP3,861$289.9K0.00%+1,047+37.2%Added
Ingalls & Snyder LLC3,645$276.0K0.01%00.0%Unchanged
Everence Capital Management Inc3,640$275.0K0.02%−640−15.0%Reduced
Crossmark Global Holdings, Inc.3,615$273.4K0.00%−30−0.8%Reduced
RSM US Wealth Management LLC3,504$265.0K0.00%−429−10.9%Reduced
Vista Investment Partners LLC3,500$264.7K0.07%00.0%Unchanged
Pallas Capital Advisors LLC3,475$262.8K0.01%−874−20.1%Reduced
Blankinship & Foster, LLC3,463$261.9K0.06%00.0%Unchanged
Parallel Advisors, LLC3,453$261.1K0.00%+420+13.8%Added
Blair William & Co3,416$258.3K0.00%+94+2.8%Added
XTX Topco Ltd3,415$258.2K0.00%−1,022−23.0%Reduced
Wealthfront Advisers LLC3,330$251.8K0.00%−9−0.3%Reduced
Allworth Financial LP3,310$250.3K0.00%+200+6.4%Added
Kestra Private Wealth Services, LLC3,309$250.2K0.00%+17+0.5%Added
RMB Capital Management, LLC3,250$245.8K0.00%+3,250New
We Are One Seven, LLC3,237$244.8K0.00%+85+2.7%Added
Ameritas Investment Partners, Inc.3,234$244.6K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC3,200$242.0K0.02%00.0%Unchanged
GAMMA Investing LLC3,174$240.0K0.01%+25+0.8%Added
Redmond Asset Management, LLC3,150$238.2K0.07%00.0%Unchanged
Krilogy Financial LLC3,146$237.6K0.01%+3,146New
Simplex Trading, LLC3,081$233.0K0.01%+3,081New
Envestnet Asset Management Inc3,076$232.6K0.00%−1,255−29.0%Reduced
New Age Alpha Advisors, LLC3,032$229.3K0.01%−1,761−36.7%Reduced
SlateStone Wealth, LLC3,000$227.0K0.02%00.0%Unchanged
Amplius Wealth Advisors, LLC3,000$226.9K0.02%00.0%Unchanged
Evergreen Capital Management LLC2,950$223.1K0.00%−476−13.9%Reduced
Vision Capital Management, Inc.2,921$220.9K0.03%00.0%Unchanged
Pathstone Holdings, LLC2,919$220.7K0.00%−65−2.2%Reduced
Modera Wealth Management, LLC2,895$218.9K0.00%+2,895New
Buckingham Strategic Partners2,826$213.7K0.00%+2,826New
CIBC Bancorp USA Inc.2,797$211.5K0.00%+2,797New
IFM Investors Pty Ltd2,710$204.9K0.00%+2,710New
Meeder Asset Management Inc2,573$194.6K0.01%+2,480+2,666.7%Added
WFA of San Diego, LLC2,411$182.3K0.15%00.0%Unchanged
Coston, McIsaac & Partners2,401$181.0K0.04%+8+0.3%Added
SBI Securities Co., Ltd.2,329$176.1K0.00%−21−0.9%Reduced
Rockefeller Capital Management L.P.2,256$170.6K0.00%+1,066+89.6%Added
Front Row Advisors LLC2,000$151.2K0.05%00.0%Unchanged
Adirondack Trust Co2,000$151.2K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC1,662$125.7K0.00%−25−1.5%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,588$120.1K0.00%+480+43.3%Added
Farmers & Merchants Investments Inc1,537$116.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,471$112.9K0.00%−1,941−56.9%Reduced
Asset Planning,Inc1,450$109.6K0.08%00.0%Unchanged
Nisa Investment Advisors, LLC1,255$94.9K0.00%+222+21.5%Added
Gables Capital Management Inc.1,250$94.5K0.04%00.0%Unchanged
Advisory Services Network, LLC989$74.8K0.00%+989New
Glen Eagle Advisors, LLC965$73.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc935$70.7K0.00%−1−0.1%Reduced
MAI Capital Management925$69.9K0.00%+382+70.3%Added
Essential Partners LLC882$66.7K0.02%−240−21.4%Reduced
Aster Capital Management (DIFC) Ltd846$66.6K0.02%+347+69.5%Added
Clarity Asset Management, Inc.872$66.0K0.03%+32+3.8%Added
Ameriflex Group, Inc.815$61.6K0.03%+6+0.7%Added
Caitlin John, LLC721$54.5K0.03%−814−53.0%Reduced
Covestor Ltd688$52.0K0.04%−632−47.9%Reduced
Harbour Investments, Inc.659$49.8K0.00%+400+154.4%Added
IFP Advisors, Inc640$48.4K0.00%+91+16.6%Added
Anchor Investment Management, LLC628$47.5K0.00%+4+0.6%Added
Plato Investment Management Ltd624$47.2K0.00%00.0%Unchanged
Whittier Trust Co611$46.9K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.613$46.4K0.00%+247+67.5%Added
Sterling Capital Management LLC611$46.2K0.00%−331−35.1%Reduced
Pension & Wealth Management Advisors, Inc.604$45.7K0.01%−200−24.9%Reduced
Federated Hermes, Inc.549$41.5K0.00%00.0%Unchanged
Hantz Financial Services, Inc.536$41.0K0.00%−531−49.8%Reduced