American States WaterAWR
13F holders, Q3 2024 (September 30)343holders +5
36new positions
30sold out
5famous investors
$83.28avg. 13F price*
At the end of Q3 2024, 343 institutions reported holding American States Water Co. (AWR) in their 13F filings, up 5 from Q2 2024. 36 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($553.0M), Vanguard Group Inc. ($399.6M) and State Street Corp. ($173.8M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- American States Water Co.
- Filed as
- AMER STATES WTR CO (Q3 2024)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $13.3M |
| Exits | 30 | $30.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,106,426 shares bought and 1,475,451 shares sold, net +630,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| BlackRock, Inc. | 0.01% | — | 6,639,703 | $553.0M |
| Vanguard Group Inc. | 0.01% | Add +1.6% | 4,798,155 | $399.6M |
| State Street Corp. | 0.01% | Reduce -0.7% | 2,087,255 | $173.8M |
| First Trust Advisors LP | 0.08% | Reduce -6.6% | 1,022,484 | $85.2M |
| Pictet Asset Management Holding SA | 0.08% | Add +15.8% | 854,309 | $71.2M |
| Neuberger Berman Group LLC | 0.06% | Add +885.4% | 851,777 | $70.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 850,878 | $70.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.8% | 830,658 | $69.2M |
| Morgan Stanley | 0.00% | Add +18.7% | 774,308 | $64.5M |
| Invesco Ltd. | 0.01% | Reduce -7.5% | 576,859 | $48.0M |
| Northern Trust Corp. | 0.01% | Reduce -6.0% | 527,458 | $43.9M |
| Norges Bank | 0.01% | Reduce -8.5% | 465,531 | $38.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.7% | 425,159 | $35.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.3% | 418,688 | $34.9M |
| Principal Financial Group Inc. | 0.02% | Add +107.1% | 381,981 | $31.8M |
| Legal & General Group Plc | 0.01% | Reduce -5.8% | 365,383 | $30.4M |
| Robeco Schweiz AG | 0.53% | Reduce -1.8% | 339,950 | $28.3M |
| Millennium Management | 0.02% | Reduce -35.5% | 284,032 | $23.7M |
| Assenagon Asset Management S.A. | 0.05% | Add +114.0% | 271,325 | $22.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 267,665 | $22.3M |
| Amundi | 0.01% | Add +0.3% | 232,774 | $19.2M |
| Deutsche Bank AG | 0.01% | Add +21.4% | 215,046 | $17.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -10.9% | 196,583 | $16.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.8% | 171,700 | $14.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -12.0% | 162,760 | $13.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +29.6% | 158,292 | $13.2M |
| Bank of America Corp. | 0.00% | Add +15.6% | 139,541 | $11.6M |
| Rhumbline Advisers | 0.01% | Reduce -7.8% | 130,442 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 118,532 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.9% | 105,825 | $8.8M |
| Perpetual Ltd | 0.09% | Add +21.1% | 99,075 | $8.3M |
| ProShare Advisors LLC | 0.02% | Add +0.1% | 98,214 | $8.2M |
| D.A. Davidson & Co. | 0.07% | Reduce -0.7% | 96,703 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -49.9% | 94,870 | $7.9M |
| Man Group plc | 0.02% | Reduce -21.4% | 92,621 | $7.7M |
| UBS Group AG | 0.00% | Add +11.6% | 90,621 | $7.5M |
| Atom Investors LP | 0.78% | Reduce -12.7% | 88,949 | $7.4M |
| Kennedy Capital Management LLC | 0.16% | Add +10.2% | 85,742 | $7.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.1% | 84,631 | $7.1M |
| Public Sector Pension Investment Board | 0.04% | Reduce -2.9% | 79,471 | $6.6M |
| Barclays PLC | 0.00% | Add +172.8% | 78,706 | $6.6M |
| Citadel Advisors | 0.01% | Reduce -21.7% | 77,111 | $6.4M |
| FMR LLC | 0.00% | Add +31.2% | 72,715 | $6.1M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 72,700 | $6.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -5.1% | 70,321 | $5.9M |
| Dean Investment Associates, LLC | 0.73% | Reduce -13.3% | 65,134 | $5.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 64,304 | $5.4M |
| TD Asset Management Inc | 0.00% | Add +2.1% | 63,800 | $5.3M |
| HRT Financial LP | 0.03% | Add +247.8% | 62,563 | $5.2M |
| EULAV Asset Management | 0.12% | No change | 59,900 | $5.0M |
| Northstar Asset Management Inc. | 1.13% | Reduce -2.9% | 55,422 | $4.6M |
| Citigroup Inc. | 0.00% | Add +59.6% | 54,884 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 49,308 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 48,533 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -27.1% | 48,425 | $4.0M |
| Asset Management One Co., Ltd. | 0.01% | Add +40.1% | 47,482 | $4.0M |
| Cornerstone Wealth Management, LLC | 0.28% | Add +4.2% | 46,975 | $3.9M |
| Gabelli Funds LLC | 0.03% | No change | 45,000 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +48.5% | 44,685 | $3.7M |
| Maryland State Retirement & Pension System | 0.08% | Reduce -0.7% | 44,245 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.0% | 43,600 | $3.6M |
| Prudential Financial Inc. | 0.01% | Reduce -1.6% | 43,496 | $3.6M |
| Alliancebernstein L.P. | 0.00% | No change | 42,841 | $3.6M |
| Duff & Phelps Investment Management Co. | 0.04% | Add +50.9% | 42,618 | $3.5M |
| Allianz Asset Management GmbH | 0.01% | Add +3.4% | 42,475 | $3.5M |
| Van Hulzen Asset Management, LLC | 0.25% | Add +49.3% | 42,229 | $3.5M |
| Raymond James & Associates | 0.00% | Reduce -1.9% | 41,554 | $3.5M |
| Dean Capital Management | 1.44% | Add +46.9% | 40,734 | $3.4M |
| Twinbeech Capital LP | 0.06% | New | 40,098 | $3.3M |
| NFJ Investment Group, LLC | 0.10% | Reduce -7.7% | 40,077 | $3.3M |
| Trexquant Investment LP | 0.04% | New | 39,699 | $3.3M |
| SkyOak Wealth, LLC | 0.72% | No change | 39,111 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 35,222 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 35,057 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.0% | 34,970 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -45.0% | 33,916 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.8% | 29,415 | $2.5M |
| Algert Global LLC | 0.06% | No change | 28,740 | $2.4M |
| Engineers Gate Manager LP | 0.05% | Add +2.2% | 28,676 | $2.4M |
| Martingale Asset Management L P | 0.05% | Add +135.7% | 28,080 | $2.3M |
| Storebrand Asset Management As | 0.01% | Reduce -10.3% | 27,716 | $2.3M |
| Magellan Asset Management Ltd | 0.02% | No change | 27,584 | $2.3M |
| Cozad Asset Management Inc. | 0.21% | Reduce -1.2% | 26,652 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -66.5% | 26,338 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 25,582 | $2.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.5% | 25,537 | $2.1M |
| Legato Capital Management LLC | 0.26% | Reduce -7.9% | 25,525 | $2.1M |
| Holocene Advisors, LP | 0.01% | Add +5.8% | 25,107 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.3% | 24,531 | $2.0M |
| Graham Capital Management, L.P. | 0.11% | Reduce -15.7% | 23,679 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -25.0% | 23,430 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +19.9% | 22,568 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 22,526 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.6% | 22,330 | $1.9M |
| AQR Capital Management | 0.00% | Add +182.8% | 22,174 | $1.8M |
| Exchange Traded Concepts, LLC | 0.04% | Add +112.5% | 21,936 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +4.3% | 21,682 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -5.3% | 21,767 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | No change | 21,464 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.0% | 21,406 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.2% | 21,375 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +110.5% | 21,327 | $1.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -69.1% | 21,138 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 20,414 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +7.1% | 20,217 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +12.1% | 19,576 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -8.1% | 19,230 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Reduce -54.0% | 18,414 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.2% | 18,100 | $1.5M |
| Macquarie Group Ltd. | 0.00% | Reduce -40.8% | 17,145 | $1.4M |
| Nebula Research & Development LLC | 0.17% | Add +489.7% | 17,100 | $1.4M |
| Jump Financial, LLC | 0.03% | Reduce -33.4% | 16,660 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 14,870 | $1.3M |
| QSV Equity Investors LLC | 1.18% | No change | 15,134 | $1.3M |
| Comerica Bank | 0.01% | Reduce -2.2% | 15,048 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +154.4% | 14,830 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 14,608 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.4% | 14,538 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -9.4% | 14,500 | $1.2M |
| Weatherly Asset Management L. P. | 0.10% | Add +5.8% | 13,537 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +33.8% | 12,676 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -76.0% | 12,165 | $1.0M |
| Tidal Investments LLC | 0.01% | Add +0.5% | 12,143 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -3.1% | 11,958 | $996K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 11,614 | $968K |
| New York State Common Retirement Fund | 0.00% | Reduce -27.0% | 11,613 | $967K |
| HCR Wealth Advisors | 0.13% | Add +0.2% | 11,585 | $965K |
| Creative Planning | 0.00% | Add +3.3% | 11,268 | $938K |
| Amalgamated Bank | 0.01% | Reduce -2.9% | 11,042 | $920K |
| Jacobi Capital Management LLC | 0.07% | Add +0.2% | 11,008 | $917K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.3% | 10,969 | $914K |
| Blackhill Capital Inc. | 0.05% | No change | 10,800 | $900K |
| Arizona State Retirement System | 0.01% | Add +2.9% | 10,720 | $893K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,498 | $874K |
| Van Eck Associates Corp. | 0.00% | Add +7.3% | 10,246 | $865K |
| Alps Advisors Inc. | 0.01% | Add +9.7% | 9,929 | $827K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -26.3% | 9,480 | $790K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.2% | 9,269 | $772K |
| Centiva Capital, LP | 0.03% | New | 8,930 | $744K |
| Creative Financial Designs Inc. | 0.06% | Add +3.1% | 8,828 | $735K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.3% | 8,812 | $734K |
| First Pacific Financial | 0.17% | Add +3.4% | 8,783 | $732K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 8,720 | $726K |
| Cullen Capital Management, LLC | 0.01% | Add +0.9% | 8,662 | $721K |
| Aquatic Capital Management LLC | 0.02% | Add +133.3% | 8,400 | $700K |
| Corient Private Wealth LP | 0.00% | Add +13.4% | 8,273 | $689K |
| Manchester Capital Management LLC | 0.08% | No change | 8,074 | $672K |
| AlphaQuest LLC | 0.06% | Reduce -78.1% | 8,019 | $668K |
| Cerity Partners LLC | 0.00% | Add +25.7% | 7,926 | $660K |
| Gotham Asset Management | 0.01% | Reduce -6.8% | 7,792 | $649K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.16% | No change | 7,715 | $643K |
| Intech Investment Management LLC | 0.01% | Add +16.1% | 7,506 | $625K |
| Brandywine Global Investment Management, LLC | 0.00% | No change | 7,300 | $623K |
| NorthRock Partners, LLC | 0.02% | Add +1.8% | 7,398 | $616K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.0% | 7,392 | $616K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.4% | 7,102 | $592K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 7,074 | $589K |
| Susquehanna International Group, LLP | 0.00% | Add +36.7% | 7,059 | $588K |
| King Wealth Management Group | 0.09% | No change | 7,000 | $583K |
| Inceptionr LLC | 0.14% | Add +18.7% | 6,995 | $583K |
| Mackenzie Financial Corp. | 0.00% | Add +31.1% | 6,832 | $569K |
| Fruth Investment Management | 0.15% | No change | 6,800 | $566K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,688 | $557K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 6,527 | $543K |
| Advisors Asset Management, Inc. | 0.01% | Add +86.4% | 6,435 | $536K |
| US Bancorp \de | 0.00% | Reduce -3.5% | 6,402 | $533K |
| Pathstone Holdings, LLC | 0.00% | Add +1.7% | 6,040 | $503K |
| Gsa Capital Partners LLP | 0.04% | New | 5,955 | $496K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,890 | $491K |
| Peoples Bank | 0.33% | No change | 5,831 | $486K |
| Aigen Investment Management, LP | 0.09% | Reduce -33.2% | 5,747 | $479K |
| ELCO Management Co., LLC | 0.25% | Reduce -22.7% | 5,658 | $471K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -7.9% | 5,634 | $469K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.5% | 5,571 | $464K |
| Brevan Howard Capital Management LP | 0.02% | New | 5,559 | $463K |
| HSBC Holdings PLC | 0.00% | Reduce -52.3% | 5,537 | $460K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.8% | 5,474 | $456K |
| Captrust Financial Advisors | 0.00% | Reduce -3.6% | 5,402 | $450K |
| Cim, LLC | 0.06% | New | 5,343 | $445K |
| Quantbot Technologies LP | 0.02% | Reduce -58.5% | 5,204 | $433K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -16.8% | 5,201 | $433K |
| XTX Topco Ltd | 0.03% | New | 5,183 | $432K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.9% | 5,033 | $430K |
| Dark Forest Capital Management LP | 0.05% | New | 5,115 | $426K |
| Inspire Investing, LLC | 0.04% | Add +2.4% | 5,051 | $421K |
| CenterBook Partners LP | 0.03% | Reduce -70.4% | 5,000 | $416K |
| IFM Investors Pty Ltd | 0.00% | Reduce -5.3% | 4,920 | $410K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,898 | $408K |
| Virtus Investment Advisers, LLC | 0.32% | No change | 4,803 | $400K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.0% | 4,775 | $398K |
| Verition Fund Management LLC | 0.00% | Reduce -68.8% | 4,644 | $387K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -15.0% | 4,563 | $380K |
| Entropy Technologies, LP | 0.04% | Reduce -8.1% | 4,540 | $378K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -1.1% | 4,468 | $372K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $372K |
| Blankinship & Foster, LLC | 0.09% | No change | 4,452 | $371K |
| Essex Financial Services, Inc. | 0.03% | Reduce -43.5% | 4,428 | $370K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.3% | 4,407 | $367K |
| Focus Partners Wealth | 0.00% | New | 4,201 | $350K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +2.5% | 4,176 | $348K |
| WFA of San Diego, LLC | 0.29% | No change | 4,104 | $342K |
| Hancock Whitney Corp. | 0.01% | Add +1.7% | 4,056 | $338K |
| Regency Capital Management Inc.\DE | 0.19% | New | 4,050 | $337K |
| Ingalls & Snyder LLC | 0.01% | Reduce -5.7% | 3,909 | $326K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.9% | 3,905 | $325K |
| Choreo, LLC | 0.00% | New | 3,775 | $317K |
| Lederer & Associates Investment Counsel | 0.22% | No change | 3,750 | $312K |
| Pathway Financial Advisers, LLC | 0.14% | Add +0.5% | 3,714 | $309K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,699 | $308K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +14.0% | 3,696 | $308K |
| QRG Capital Management, Inc. | 0.00% | Add +19.8% | 3,684 | $307K |
| Vista Investment Partners LLC | 0.09% | No change | 3,500 | $292K |
| Virtu Financial LLC | 0.02% | New | 3,449 | $287K |
| Glenmede Trust Co. NA | 0.00% | Add +9.2% | 3,428 | $286K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.1% | 3,414 | $284K |
| MGB Wealth Management, LLC | 0.10% | Reduce -6.7% | 3,321 | $276K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 3,300 | $275K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.3% | 3,255 | $271K |
| OneDigital Investment Advisors LLC | 0.00% | Add +11.9% | 3,245 | $270K |
| Ballentine Partners, LLC | 0.00% | Add +1.3% | 3,220 | $268K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 3,183 | $265K |
| Blair William & Co. | 0.00% | No change | 3,145 | $262K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 3,074 | $256K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -20.4% | 3,045 | $254K |
| Coston, McIsaac & Partners | 0.07% | Add +0.2% | 3,046 | $253K |
| Raymond James Trust N.A. | 0.01% | Reduce -7.4% | 3,020 | $252K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $250K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 3,000 | $250K |
| First Interstate Bank | 0.02% | No change | 3,000 | $250K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $243K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.7% | 2,802 | $233K |
| Wealthfront Advisers LLC | 0.00% | New | 2,790 | $232K |
| Kelly Lawrence W & Associates Inc. | 0.05% | No change | 2,780 | $232K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -9.1% | 2,779 | $231K |
| Teacher Retirement System of Texas | 0.00% | Reduce -67.4% | 2,746 | $229K |
| GW Henssler & Associates Ltd. | 0.01% | New | 2,747 | $229K |
| Phoenix Financial Ltd. | 0.00% | Reduce -5.7% | 2,701 | $225K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -5.5% | 2,661 | $222K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 2,655 | $221K |
| Baird Financial Group, Inc. | 0.00% | New | 2,635 | $219K |
| Parallel Advisors, LLC | 0.01% | Add +2.8% | 2,548 | $212K |
| Modera Wealth Management, LLC | 0.00% | New | 2,499 | $208K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,479 | $206K |
| MML Investors Services, LLC | 0.00% | New | 2,476 | $206K |
| Kepos Capital LP | 0.09% | Reduce -23.4% | 2,450 | $204K |
| Xponance LLC | 0.00% | New | 2,426 | $202K |
| Global Retirement Partners, LLC | 0.01% | Add +0.1% | 2,139 | $178K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,110 | $176K |
| Adirondack Trust Co. | 0.06% | No change | 2,000 | $167K |
| Front Row Advisors LLC | 0.06% | No change | 2,000 | $167K |
| Trust Co. of Vermont | 0.01% | Add +2.5% | 1,845 | $154K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,639 | $137K |
| Quadrant Capital Group LLC | 0.01% | Add +15.9% | 1,622 | $135K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,552 | $129K |
| GAMMA Investing LLC | 0.01% | Add +34.9% | 1,504 | $125K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.6% | 1,471 | $123K |
| Quarry LP | 0.04% | Add +29.4% | 1,434 | $119K |
| Cwm, LLC | 0.00% | Add +33.3% | 1,393 | $116K |
| Gables Capital Management Inc. | 0.05% | No change | 1,250 | $104K |
| Huntington National Bank | 0.00% | No change | 1,241 | $103K |
| KBC Group NV | 0.00% | Add +31.9% | 1,236 | $103K |
| Shell Asset Management Co. | 0.00% | — | 1,177 | $98K |
| STRS Ohio | 0.00% | Add +57.1% | 1,100 | $92K |
| Allworth Financial LP | 0.00% | Add +1.9% | 1,097 | $91K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.0% | 1,021 | $85K |
| Clarity Asset Management, Inc. | 0.06% | Reduce -1.0% | 1,017 | $85K |
| Hoertkorn Richard Charles | 0.04% | Reduce -14.9% | 1,000 | $83K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $83K |
| Venturi Wealth Management, LLC | 0.00% | No change | 983 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +18820.0% | 946 | $79K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.9% | 943 | $79K |
| Continuum Advisory, LLC | 0.01% | No change | 893 | $75K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 742 | $62K |
| Covestor Ltd | 0.04% | Reduce -59.0% | 717 | $60K |
| Bokf, NA | 0.00% | New | 643 | $54K |
| Whittier Trust Co. | 0.00% | No change | 610 | $51K |
| Anchor Investment Management, LLC | 0.00% | Add +0.5% | 605 | $50K |
| Assetmark, Inc. | 0.00% | New | 605 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 554 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 550 | $46K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.0% | 500 | $42K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $42K |
| Natixis | 0.00% | Reduce -1.0% | 476 | $40K |
| Northwest Financial Advisors | 0.03% | New | 400 | $33K |
| Pflug Koory, LLC | 0.00% | — | 400 | $33K |
| Signaturefd, LLC | 0.00% | Add +26.4% | 340 | $28K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -64.1% | 335 | $28K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $26K |
| ORG Partners LLC | 0.00% | Reduce -49.9% | 290 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | Add +0.3% | 287 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +24.0% | 253 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 239 | $20K |
| Hexagon Capital Partners LLC | 0.00% | No change | 235 | $20K |
| Federated Hermes, Inc. | 0.00% | No change | 228 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 215 | $18K |
| Millburn Ridgefield LLC | 0.00% | Reduce -6.3% | 207 | $17K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -6.3% | 207 | $17K |
| Catalyst Funds Management Pty Ltd | 0.00% | Reduce -33.3% | 200 | $17K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 200 | $17K |
| Danske Bank A/S | 0.00% | New | 200 | $17K |
| Hemington Wealth Management | 0.00% | New | 199 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 192 | $16K |
| IFP Advisors, Inc | 0.00% | Add +108.8% | 190 | $16K |
| Bessemer Group Inc. | 0.00% | Add +30.5% | 184 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 181 | $15K |
| Dunhill Financial, LLC | 0.01% | New | 168 | $14K |
| Lindbrook Capital, LLC | 0.00% | No change | 155 | $13K |
| Fifth Third Bancorp | 0.00% | Reduce -87.0% | 151 | $13K |
| SWAN Capital LLC | 0.01% | No change | 150 | $12K |
| Larson Financial Group LLC | 0.00% | Add +2000.0% | 147 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 141 | $12K |
| Quent Capital, LLC | 0.00% | No change | 140 | $12K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 100 | $8K |
| UMB Bank, n.a. | 0.00% | Add +130.9% | 97 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 97 | $8K |
| Blue Trust, Inc. | 0.00% | Add +224.2% | 107 | $8K |
| Leonteq Securities AG | 0.00% | New | 84 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6.3% | 84 | $7K |
| Sterling Capital Management LLC | 0.00% | — | 77 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.0% | 72 | $6K |
| Arax Advisory Partners | 0.00% | No change | 67 | $6K |
| LGT Financial Advisors LLC | 0.01% | No change | 62 | $5K |
| Archer Investment Corp | 0.00% | No change | 58 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 51 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| Principal Securities, Inc. | 0.00% | Add +4.3% | 49 | $4K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 31 | $3K |
| Rothschild Investment LLC | 0.00% | Add +133.3% | 35 | $3K |
| LRI Investments, LLC | 0.00% | No change | 31 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 31 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 27 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 23 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -25.9% | 20 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.9% | 18 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 9 | $750 |
| SJS Investment Consulting Inc. | 0.00% | Add +16.7% | 7 | $584 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $500 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $250 |
| Mendota Financial Group, LLC | 0.00% | New | 3 | $250 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $167 |
"% of holder's portfolio" is AWR's weight in each manager's 13F, not the share of American States Water Co. the manager owns.