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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, Q2 2026

Institutional positions in American States Water Co as of Jun 30, 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
410
+38 vs. Q1 2026
Shares held
33.0M
+1.34M (+4.2%) vs. Q1 2026
Total value
$2.73B
+$332.6M (+13.9%) vs. Q1 2026
New holders
69
165 more added
Sold out
31
104 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 410 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 heldQ2 2026: $2.73B
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, Q2 2026

Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q1 2026.

Institutions holding AWR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.7$00.00%+7New
Navigoe, LLC1$00.00%+1New
Raffa Wealth Management, LLC1$830.00%+1New
DecisionPoint Financial, LLC1$840.00%+1New
Financial Gravity Companies, Inc.2$1650.00%+2New
Davis Capital Management2$1650.00%+2New
Rialto Wealth Management, LLC3$2480.00%+2+200.0%Added
Caitlin John, LLC4$3310.00%−717−99.4%Reduced
Ankerstar Wealth, LLC4$3310.00%00.0%Unchanged
Hughes Financial Services, LLC5$4130.00%+2+66.7%Added
Investors Portfolio Services LLC5$4130.00%+5New
Manchester Capital Management LLC5$4140.00%00.0%Unchanged
First Horizon Corp6$4960.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$4960.00%00.0%Unchanged
Fulcrum Asset Management LLP6$4970.00%+6New
Bay Harbor Wealth Management, LLC7$5780.00%+1+16.7%Added
Bell Investment Advisors, Inc7$5790.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$5790.00%+5+250.0%Added
HFM Investment Advisors, LLC7$5790.00%+5+250.0%Added
Plante Moran Financial Advisors, LLC8$6610.00%+8New
Creative Capital Management Investments LLC8$6610.00%+8New
Gilpin Wealth Management, LLC8$6620.00%+3+60.0%Added
Cassaday & Co Wealth Management LLC10$8270.00%00.0%Unchanged
Kilter Group LLC10$8270.00%00.0%Unchanged
Quarry LP11$9090.00%−88−88.9%Reduced
Private Wealth Management Group, LLC14$1.16K0.00%00.0%Unchanged
Sankala Group LLC15$1.34K0.00%00.0%Unchanged
TD Private Client Wealth LLC18$1.49K0.00%+18New
UMA Financial Services, Inc.18$1.49K0.00%+10+125.0%Added
Assetmark, Inc19$1.57K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.19$1.57K0.00%00.0%Unchanged
Cornerstone Financial Management LLC19$1.57K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC22$1.80K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.25$2.07K0.00%+25New
Trust Co25$2.08K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC26$2.15K0.00%+7+36.8%Added
Cornerstone Planning Group LLC29$2.54K0.00%+6+26.1%Added
Action Point Financial Planning, LLC33$2.56K0.00%+33New
LRI Investments, LLC33$2.72K0.00%+2+6.5%Added
Huntington National Bank36$2.98K0.00%00.0%Unchanged
GWM Advisors LLC38$3.14K0.00%00.0%Unchanged
Truvestments Capital LLC38$3.14K0.00%00.0%Unchanged
Evolution Wealth Management Inc.39$3.22K0.00%00.0%Unchanged
Larson Financial Group LLC39$3.23K0.00%+29+290.0%Added
Silver Grove Financial Group, Inc.40$3.31K0.00%+40New
CVA Family Office, LLC43$3.55K0.00%+3+7.5%Added
Keating Financial Advisory Services, Inc.44$3.64K0.00%−3−6.4%Reduced
JPL Wealth Management, LLC44$3.64K0.00%+8+22.2%Added
TD Waterhouse Canada Inc.50$4.17K0.00%00.0%Unchanged
Massmutual Trust Co FSB60$4.96K0.00%−17−22.1%Reduced
Fortitude Family Office, LLC60$4.96K0.00%+31+106.9%Added
Institute for Wealth Management, LLC.60$4.96K0.00%+60New
High Note Wealth, LLC77$6.36K0.00%+6+8.5%Added
Natixis84$6.94K0.00%−1−1.2%Reduced
Bare Financial Services, Inc86$7.11K0.00%+68+377.8%Added
Bryn Mawr Trust Co100$8.26K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC103$8.48K0.00%+103New
Clearstead Advisors, LLC106$8.76K0.00%+106New
Redwood Park Advisors LLC114$9.39K0.01%+1+0.9%Added
Quent Capital, LLC140$11.6K0.00%00.0%Unchanged
SWAN Capital LLC150$12.4K0.00%00.0%Unchanged
Parkside Financial Bank & Trust156$12.9K0.00%00.0%Unchanged
Danske Bank A/S200$16.5K0.00%00.0%Unchanged
Bayban200$16.5K0.01%00.0%Unchanged
Pflug Koory, LLC201$16.6K0.01%00.0%Unchanged
SJS Investment Consulting Inc.202$16.7K0.00%+143+242.4%Added
Salomon & Ludwin, LLC219$18.3K0.00%00.0%Unchanged
Versant Capital Management, Inc229$18.9K0.00%−5−2.1%Reduced
Umb Bank N A256$21.2K0.00%+21+8.9%Added
Kemnay Advisory Services Inc.294$24.3K0.00%−27−8.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.309$25.5K0.00%00.0%Unchanged
Sterling Capital Management LLC335$27.7K0.00%−276−45.2%Reduced
TIAA Wealth Investment Management LLC349$28.8K0.00%+349New
Armstrong Advisory Group, Inc362$29.9K0.00%00.0%Unchanged
Creative Financial Designs Inc368$30.4K0.00%00.0%Unchanged
Golden State Wealth Management, LLC380$31.4K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC405$33.5K0.01%+59+17.1%Added
Harbour Investments, Inc.414$34.2K0.00%−245−37.2%Reduced
Steward Partners Investment Advisory, LLC430$35.5K0.00%00.0%Unchanged
True Wealth Design, LLC451$37.3K0.01%+222+96.9%Added
Salem Investment Counselors Inc500$41.3K0.00%00.0%Unchanged
Anchor Investment Management, LLC508$41.9K0.00%−120−19.1%Reduced
Signaturefd, LLC576$47.6K0.00%+162+39.1%Added
Tanglewood Legacy Advisors, LLC600$49.6K0.02%+600New
Pension & Wealth Management Advisors, Inc.604$49.9K0.01%00.0%Unchanged
Whittier Trust Co611$50.8K0.00%00.0%Unchanged
Plato Investment Management Ltd624$51.3K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.640$52.9K0.01%+27+4.4%Added
Federated Hermes, Inc.659$54.5K0.00%+110+20.0%Added
Rothschild Investment LLC666$55.0K0.00%+315+89.7%Added
Glen Eagle Advisors, LLC705$58.3K0.01%−260−26.9%Reduced
AdvisorNet Financial, Inc734$60.6K0.00%−201−21.5%Reduced
Continuum Advisory, LLC741$61.2K0.00%+741New
Persistent Asset Partners Ltd757$62.6K0.02%+757New
Essential Partners LLC766$63.3K0.03%−116−13.2%Reduced
Covestor Ltd774$64.0K0.04%+86+12.5%Added
Hantz Financial Services, Inc.778$64.0K0.00%+242+45.1%Added
Ameriflex Group, Inc.824$68.1K0.03%+9+1.1%Added
IFG Advisory, LLC877$72.5K0.00%+877New
Trust Co of Vermont1,050$86.8K0.00%+1,050New