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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 500 | $37.8K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 430 | $32.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 414 | $31.3K | 0.00% | +17+4.3% | Added |
| State of Wyoming | 408 | $30.9K | 0.00% | −1−0.2% | Reduced |
| Golden State Wealth Management, LLC | 380 | $28.7K | 0.00% | −13−3.3% | Reduced |
| Creative Financial Designs Inc | 368 | $27.8K | 0.00% | −250−40.5% | Reduced |
| Armstrong Advisory Group, Inc | 362 | $27.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 351 | $26.5K | 0.00% | +158+81.9% | Added |
| Basecamp Wealth Advisors LLC | 346 | $26.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 326 | $24.7K | 0.00% | +118+56.7% | Added |
| Kemnay Advisory Services Inc. | 321 | $24.3K | 0.00% | +321 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $23.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 301 | $22.9K | 0.00% | +205+213.5% | Added |
| Walleye Capital LLC | 291 | $22.0K | 0.00% | +291 | New |
| Umb Bank N A | 235 | $17.8K | 0.00% | +32+15.8% | Added |
| Versant Capital Management, Inc | 234 | $17.7K | 0.00% | −187−44.4% | Reduced |
| True Wealth Design, LLC | 229 | $17.3K | 0.00% | −42−15.5% | Reduced |
| Salomon & Ludwin, LLC | 219 | $17.0K | 0.00% | −90−29.1% | Reduced |
| Pflug Koory, LLC | 201 | $15.2K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $15.1K | 0.00% | −400−66.7% | Reduced |
| Bayban | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 161 | $12.2K | 0.01% | +161 | New |
| Parkside Financial Bank & Trust | 156 | $11.8K | 0.00% | −26−14.3% | Reduced |
| Leonteq Securities AG | 155 | $11.7K | 0.00% | −5−3.1% | Reduced |
| SWAN Capital LLC | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 142 | $10.7K | 0.00% | +142 | New |
| Quent Capital, LLC | 140 | $10.6K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 113 | $8.54K | 0.01% | +1+0.9% | Added |
| Bryn Mawr Trust Co | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 99 | $7.49K | 0.00% | −179−64.4% | Reduced |
| Natixis | 85 | $6.43K | 0.00% | −3−3.4% | Reduced |
| Massmutual Trust Co FSB | 77 | $5.82K | 0.00% | −36−31.9% | Reduced |
| High Note Wealth, LLC | 71 | $5.37K | 0.00% | −17−19.3% | Reduced |
| Root Financial Partners, LLC | 70 | $5.29K | 0.00% | −164−70.1% | Reduced |
| SJS Investment Consulting Inc. | 59 | $4.46K | 0.00% | +38+181.0% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.81K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 47 | $3.55K | 0.00% | −1,165−96.1% | Reduced |
| CVA Family Office, LLC | 40 | $3.02K | 0.00% | +40 | New |
| Evolution Wealth Management Inc. | 39 | $2.95K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 38 | $2.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 38 | $2.87K | 0.00% | +38 | New |
| Huntington National Bank | 36 | $2.72K | 0.00% | −200−84.7% | Reduced |
| JPL Wealth Management, LLC | 36 | $2.72K | 0.00% | +36 | New |
| LRI Investments, LLC | 31 | $2.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $2.19K | 0.00% | +12+70.6% | Added |
| Trust Co | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 24 | $1.81K | 0.00% | −6−20.0% | Reduced |
| Cornerstone Planning Group LLC | 23 | $1.68K | 0.00% | +9+64.3% | Added |
| Fourth Dimension Wealth, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bare Financial Services, Inc | 18 | $1.36K | 0.00% | −34−65.4% | Reduced |
| Sankala Group LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $757 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $757 | 0.00% | +10 | New |
| Larson Financial Group LLC | 10 | $756 | 0.00% | −4−28.6% | Reduced |
| UMA Financial Services, Inc. | 8 | $605 | 0.00% | −3−27.3% | Reduced |
| Bell Investment Advisors, Inc | 7 | $530 | 0.00% | −21−75.0% | Reduced |
| First Horizon Corp | 6 | $454 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $454 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $453 | 0.00% | +3+100.0% | Added |
| Manchester Capital Management LLC | 5 | $379 | 0.00% | −26−83.9% | Reduced |
| Gilpin Wealth Management, LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $302 | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 3 | $227 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $227 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 2 | $152 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $151 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 1 | $76 | 0.00% | −2−66.7% | Reduced |
| Curio Wealth, LLC | 1 | $76 | 0.00% | +1 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −72,218−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −43,348−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −23,193−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,712−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,462−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,619−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,574−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −5,288−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,855−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |