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Global Water Resources, Inc.

GWRS
Exchange
Nasdaq
Industry
Water Supply
SEC CIK
0001434728

In the last 90 days, Global Water Resources, Inc. insiders filed 2 open-market purchases and 0 sales; 107 institutions reported holding it in 13F filings for Q2 2026, worth $54.2M in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Global Water Resources, Inc. as of Dec 31, 2024. 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
82
+6 vs. Q3 2024
Shares held
6.70M
+88.7K (+1.3%) vs. Q3 2024
Total value
$77.1M
−$6.17M (−7.4%) vs. Q3 2024
New holders
10
25 more added
Sold out
4
25 more reduced

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GWRS 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 holdersQ4 2024: 82 institutions
Q1 2021: 59 institutionsQ2 2021: 59 institutionsQ3 2021: 69 institutionsQ4 2021: 71 institutionsQ1 2022: 72 institutionsQ2 2022: 69 institutionsQ3 2022: 71 institutionsQ4 2022: 74 institutionsQ1 2023: 72 institutionsQ2 2023: 77 institutionsQ3 2023: 68 institutionsQ4 2023: 71 institutionsQ1 2024: 71 institutionsQ2 2024: 76 institutionsQ3 2024: 76 institutionsQ4 2024: 82 institutionsQ1 2025: 86 institutionsQ2 2025: 88 institutionsQ3 2025: 93 institutionsQ4 2025: 101 institutionsQ1 2026: 99 institutionsQ2 2026: 107 institutions
Value heldQ4 2024: $77.1M
Q1 2021: $124.1MQ2 2021: $130.1MQ3 2021: $140.2MQ4 2021: $124.7MQ1 2022: $121.9MQ2 2022: $96.5MQ3 2022: $81.9MQ4 2022: $94.1MQ1 2023: $87.0MQ2 2023: $87.3MQ3 2023: $65.5MQ4 2023: $88.2MQ1 2024: $84.9MQ2 2024: $80.4MQ3 2024: $83.3MQ4 2024: $77.1MQ1 2025: $80.4MQ2 2025: $81.2MQ3 2025: $82.6MQ4 2025: $69.0MQ1 2026: $63.4MQ2 2026: $54.2M
Institutions holding GWRS and their total value by quarter
QuarterHoldersValue
Q2 2026107$54.2M
Q1 202699$63.4M
Q4 2025101$69.0M
Q3 202593$82.6M
Q2 202588$81.2M
Q1 202586$80.4M
Q4 202482$77.1M
Q3 202476$83.3M
Q2 202476$80.4M
Q1 202471$84.9M
Q4 202371$88.2M
Q3 202368$65.5M
Q2 202377$87.3M
Q1 202372$87.0M
Q4 202274$94.1M
Q3 202271$81.9M
Q2 202269$96.5M
Q1 202272$121.9M
Q4 202171$124.7M
Q3 202169$140.2M
Q2 202159$130.1M
Q1 202159$124.1M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Global Water Resources, Inc.; share changes are against Q3 2024.

Institutions holding GWRS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc1$120.00%+1New
EverSource Wealth Advisors, LLC2$230.00%+2New
Kozak & Associates, Inc.7$820.00%00.0%Unchanged
Sterling Capital Management LLC12$1380.00%00.0%Unchanged
National Bank of Canada39$4480.00%+39New
True Wealth Design, LLC43$4950.00%+43New
Smartleaf Asset Management LLC47$5370.00%00.0%Unchanged
GAMMA Investing LLC77$8860.00%+77New
Stonebridge Financial Group, LLC126$1.45K0.00%+126New
Harbor Capital Advisors, Inc.171$2.00K0.00%−2−1.2%Reduced
Nisa Investment Advisors, LLC200$2.30K0.00%00.0%Unchanged
Russell Investments Group, Ltd.424$4.88K0.00%−161−27.5%Reduced
Amalgamated Bank440$5.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.452$5.20K0.00%+2+0.4%Added
Ameritas Investment Partners, Inc.641$7.37K0.00%00.0%Unchanged
Creative Financial Designs Inc666$7.66K0.00%00.0%Unchanged
Harbour Investments, Inc.715$8.22K0.00%00.0%Unchanged
California State Teachers Retirement System838$9.64K0.00%00.0%Unchanged
SBI Securities Co., Ltd.867$9.97K0.00%+867New
SRS Capital Advisors, Inc.936$10.8K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.1,000$11.5K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1,200$13.8K0.00%00.0%Unchanged
Legal & General Group Plc1,216$14.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,671$19.2K0.00%+838+100.6%Added
FMR LLC2,446$28.1K0.00%−277−10.2%Reduced
TD Waterhouse Canada Inc.2,500$28.6K0.00%−300−10.7%Reduced
Royal Bank of Canada2,496$29.0K0.00%−1,030−29.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)2,753$31.7K0.00%+872+46.4%Added
New York State Common Retirement Fund2,918$33.6K0.00%00.0%Unchanged
Corebridge Financial, Inc.5,749$66.1K0.00%−435−7.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.6,653$76.5K0.00%+304+4.8%Added
MetLife Investment Management6,961$80.1K0.00%00.0%Unchanged
Global Retirement Partners, LLC7,649$88.0K0.00%−1,500−16.4%Reduced
BNP Paribas Arbitrage, SA9,014$103.7K0.00%−11,156−55.3%Reduced
Citigroup Inc10,214$117.5K0.00%+1,342+15.1%Added
Gitterman Wealth Management, LLC10,718$123.3K0.05%+10,718New
CWM, LLC13,046$150.0K0.00%+32+0.2%Added
Clear Harbor Asset Management, LLC13,150$151.2K0.01%−3,200−19.6%Reduced
Deutsche Bank AG15,002$172.5K0.00%+14,659+4,273.8%Added
Rhumbline Advisers15,711$180.7K0.00%−135−0.9%Reduced
Cullen Capital Management LLC16,583$190.7K0.00%−16,492−49.9%Reduced
STRS Ohio19,600$225.4K0.00%−7,000−26.3%Reduced
Ameriprise Financial Inc20,210$232.4K0.00%+1,327+7.0%Added
D.A. Davidson & Co.21,925$252.1K0.00%+60.0%Added
Delta Investment Management, LLC24,155$277.8K0.05%00.0%Unchanged
Bank of America Corp24,539$282.2K0.00%+9,370+61.8%Added
Citadel Advisors LLC25,349$291.5K0.00%+680+2.8%Added
Millennium Management LLC27,067$311.3K0.00%+12,654+87.8%Added
Invesco Ltd.27,555$316.9K0.00%−3,687−11.8%Reduced
ELCO Management Co., LLC27,646$317.9K0.17%−4,268−13.4%Reduced
Dynamic Advisor Solutions LLC27,945$321.4K0.01%+1,677+6.4%Added
Avanza Fonder AB28,414$326.8K0.01%+28,414New
Charles Schwab Investment Management Inc30,651$352.5K0.00%00.0%Unchanged
Wesbanco Bank Inc31,000$356.5K0.01%+31,000New
Nuveen Asset Management, LLC33,038$379.9K0.00%00.0%Unchanged
Barclays PLC33,347$383.5K0.00%+1,684+5.3%Added
DekaBank Deutsche Girozentrale32,500$394.0K0.00%00.0%Unchanged
Perritt Capital Management Inc35,000$402.5K0.21%+18,000+105.9%Added
UBS Group AG42,874$493.1K0.00%−736−1.7%Reduced
JPMorgan Chase & Co44,067$506.8K0.00%+23,113+110.3%Added
Redmond Asset Management, LLC44,496$511.7K0.13%00.0%Unchanged
Manchester Capital Management LLC49,093$564.6K0.07%00.0%Unchanged
Morgan Stanley68,093$783.1K0.00%−6,801−9.1%Reduced
Panagora Asset Management Inc68,533$788.1K0.00%−15,671−18.6%Reduced
Commonwealth Equity Services, LLC69,828$803.0K0.00%−1,014−1.4%Reduced
Goldman Sachs Group Inc85,767$986.3K0.00%+17,610+25.8%Added
Kennedy Capital Management, Inc.94,853$1.09M0.02%−21,752−18.7%Reduced
Northern Trust Corp96,579$1.11M0.00%+5,480+6.0%Added
Royce & Associates LP106,000$1.22M0.01%00.0%Unchanged
Dimensional Fund Advisors LP128,268$1.48M0.00%+7,317+6.0%Added
Bank of New York Mellon Corp157,606$1.81M0.00%+273+0.2%Added
Bard Associates Inc165,739$1.91M0.65%−2,895−1.7%Reduced
Wells Fargo & Company211,216$2.43M0.00%+1,130+0.5%Added
State Street Corp230,334$2.65M0.00%+9,462+4.3%Added
North Star Investment Management Corp.234,093$2.69M0.19%−800−0.3%Reduced
Claret Asset Management Corp250,324$2.88M0.45%−3,493−1.4%Reduced
Renaissance Technologies LLC256,552$2.95M0.00%+7,186+2.9%Added
Geode Capital Management, LLC271,604$3.12M0.00%−905−0.3%Reduced
BlackRock, Inc.574,492$6.61M0.00%−33,067−5.4%Reduced
Vanguard Group Inc700,013$8.05M0.00%+20,506+3.0%Added
Polar Asset Management Partners Inc.757,650$8.71M0.13%−8,387−1.1%Reduced
Handelsbanken Fonder AB1,370,000$15.8M0.06%+10,000+0.7%Added
Kepos Capital LP0$00.00%−2,592−100.0%Sold out
Kennebec Savings Bank0$00.00%−183−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−68−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−56−100.0%Sold out