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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding American States Water Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1,728 | $142.8K | 0.00% | +1,724+43,100.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,588 | $131.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,537 | $127.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,471 | $121.8K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,450 | $119.8K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,380 | $114.0K | 0.00% | −8,655−86.2% | Reduced |
| Global Retirement Partners, LLC | 1,334 | $110.3K | 0.00% | +1,334 | New |
| Gables Capital Management Inc. | 1,250 | $103.3K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,179 | $97.4K | 0.00% | +539+84.2% | Added |
| New Age Alpha Advisors, LLC | 1,094 | $90.4K | 0.00% | −1,938−63.9% | Reduced |
| Trust Co of Vermont | 1,050 | $86.8K | 0.00% | +1,050 | New |
| IFG Advisory, LLC | 877 | $72.5K | 0.00% | +877 | New |
| Ameriflex Group, Inc. | 824 | $68.1K | 0.03% | +9+1.1% | Added |
| Covestor Ltd | 774 | $64.0K | 0.04% | +86+12.5% | Added |
| Hantz Financial Services, Inc. | 778 | $64.0K | 0.00% | +242+45.1% | Added |
| Essential Partners LLC | 766 | $63.3K | 0.03% | −116−13.2% | Reduced |
| Persistent Asset Partners Ltd | 757 | $62.6K | 0.02% | +757 | New |
| Continuum Advisory, LLC | 741 | $61.2K | 0.00% | +741 | New |
| AdvisorNet Financial, Inc | 734 | $60.6K | 0.00% | −201−21.5% | Reduced |
| Glen Eagle Advisors, LLC | 705 | $58.3K | 0.01% | −260−26.9% | Reduced |
| Rothschild Investment LLC | 666 | $55.0K | 0.00% | +315+89.7% | Added |
| Federated Hermes, Inc. | 659 | $54.5K | 0.00% | +110+20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 640 | $52.9K | 0.01% | +27+4.4% | Added |
| Plato Investment Management Ltd | 624 | $51.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 611 | $50.8K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 604 | $49.9K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $49.6K | 0.02% | +600 | New |
| Signaturefd, LLC | 576 | $47.6K | 0.00% | +162+39.1% | Added |
| Anchor Investment Management, LLC | 508 | $41.9K | 0.00% | −120−19.1% | Reduced |
| Salem Investment Counselors Inc | 500 | $41.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 451 | $37.3K | 0.01% | +222+96.9% | Added |
| Steward Partners Investment Advisory, LLC | 430 | $35.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 414 | $34.2K | 0.00% | −245−37.2% | Reduced |
| Basecamp Wealth Advisors LLC | 405 | $33.5K | 0.01% | +59+17.1% | Added |
| Golden State Wealth Management, LLC | 380 | $31.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 368 | $30.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 362 | $29.9K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 349 | $28.8K | 0.00% | +349 | New |
| Sterling Capital Management LLC | 335 | $27.7K | 0.00% | −276−45.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309 | $25.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 294 | $24.3K | 0.00% | −27−8.4% | Reduced |
| Umb Bank N A | 256 | $21.2K | 0.00% | +21+8.9% | Added |
| Versant Capital Management, Inc | 229 | $18.9K | 0.00% | −5−2.1% | Reduced |
| Salomon & Ludwin, LLC | 219 | $18.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 202 | $16.7K | 0.00% | +143+242.4% | Added |
| Pflug Koory, LLC | 201 | $16.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bayban | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $12.9K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 140 | $11.6K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 114 | $9.39K | 0.01% | +1+0.9% | Added |
| Clearstead Advisors, LLC | 106 | $8.76K | 0.00% | +106 | New |
| Buck Wealth Strategies, LLC | 103 | $8.48K | 0.00% | +103 | New |
| Bryn Mawr Trust Co | 100 | $8.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 86 | $7.11K | 0.00% | +68+377.8% | Added |
| Natixis | 84 | $6.94K | 0.00% | −1−1.2% | Reduced |
| High Note Wealth, LLC | 77 | $6.36K | 0.00% | +6+8.5% | Added |
| Massmutual Trust Co FSB | 60 | $4.96K | 0.00% | −17−22.1% | Reduced |
| Fortitude Family Office, LLC | 60 | $4.96K | 0.00% | +31+106.9% | Added |
| Institute for Wealth Management, LLC. | 60 | $4.96K | 0.00% | +60 | New |
| TD Waterhouse Canada Inc. | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 44 | $3.64K | 0.00% | −3−6.4% | Reduced |
| JPL Wealth Management, LLC | 44 | $3.64K | 0.00% | +8+22.2% | Added |
| CVA Family Office, LLC | 43 | $3.55K | 0.00% | +3+7.5% | Added |
| Silver Grove Financial Group, Inc. | 40 | $3.31K | 0.00% | +40 | New |
| Larson Financial Group LLC | 39 | $3.23K | 0.00% | +29+290.0% | Added |
| Evolution Wealth Management Inc. | 39 | $3.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 38 | $3.14K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 38 | $3.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $2.98K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $2.72K | 0.00% | +2+6.5% | Added |
| Action Point Financial Planning, LLC | 33 | $2.56K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 29 | $2.54K | 0.00% | +6+26.1% | Added |
| JFS Wealth Advisors, LLC | 26 | $2.15K | 0.00% | +7+36.8% | Added |
| Trust Co | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 25 | $2.07K | 0.00% | +25 | New |
| Fourth Dimension Wealth, LLC | 22 | $1.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.49K | 0.00% | +10+125.0% | Added |
| TD Private Client Wealth LLC | 18 | $1.49K | 0.00% | +18 | New |
| Sankala Group LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 11 | $909 | 0.00% | −88−88.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 10 | $827 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $827 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $662 | 0.00% | +3+60.0% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $661 | 0.00% | +8 | New |
| Creative Capital Management Investments LLC | 8 | $661 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 7 | $579 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $579 | 0.00% | +5+250.0% | Added |
| HFM Investment Advisors, LLC | 7 | $579 | 0.00% | +5+250.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $578 | 0.00% | +1+16.7% | Added |
| Fulcrum Asset Management LLP | 6 | $497 | 0.00% | +6 | New |
| First Horizon Corp | 6 | $496 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $496 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $414 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $413 | 0.00% | +2+66.7% | Added |