American States WaterAWR
13F holders, Q4 2024 (December 31)345holders +2
25new positions
35sold out
5famous investors
$77.68avg. 13F price*
At the end of Q4 2024, 345 institutions reported holding American States Water Co. (AWR) in their 13F filings, up 2 from Q3 2024. 25 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($546.8M), Vanguard Group Inc. ($375.5M) and State Street Corp. ($172.7M). 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 (Q4 2024)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $11.6M |
| Exits | 35 | $38.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,340,978 shares bought and 1,565,782 shares sold, net +775,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| BlackRock, Inc. | 0.01% | Add +6.0% | 7,035,658 | $546.8M |
| Vanguard Group Inc. | 0.01% | Add +0.7% | 4,831,526 | $375.5M |
| State Street Corp. | 0.01% | Add +6.5% | 2,222,199 | $172.7M |
| Neuberger Berman Group LLC | 0.08% | Add +44.9% | 1,234,434 | $95.9M |
| Pictet Asset Management Holding SA | 0.09% | Add +30.9% | 1,118,566 | $86.9M |
| First Trust Advisors LP | 0.07% | Reduce -0.8% | 1,014,141 | $78.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 855,055 | $66.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 826,649 | $64.2M |
| Invesco Ltd. | 0.01% | Add +5.7% | 609,797 | $47.4M |
| Northern Trust Corp. | 0.01% | Add +14.5% | 603,758 | $46.9M |
| Norges Bank | 0.01% | Add +25.1% | 582,270 | $45.3M |
| Morgan Stanley | 0.00% | Reduce -28.3% | 555,240 | $43.2M |
| Principal Financial Group Inc. | 0.02% | Add +26.8% | 484,470 | $37.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 434,438 | $33.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 409,506 | $31.8M |
| Legal & General Group Plc | 0.01% | Reduce -0.6% | 363,100 | $28.2M |
| JPMorgan Chase & Co. | 0.00% | Add +31.0% | 350,616 | $27.2M |
| Millennium Management | 0.02% | Add +16.1% | 329,740 | $25.6M |
| Robeco Schweiz AG | 0.47% | Reduce -17.0% | 282,099 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +51.0% | 259,287 | $20.2M |
| Amundi | 0.01% | Add +7.9% | 251,118 | $18.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +48.3% | 234,811 | $18.3M |
| Deutsche Bank AG | 0.01% | Reduce -2.6% | 209,529 | $16.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -6.4% | 183,914 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.6% | 153,572 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 137,915 | $10.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -26.1% | 120,221 | $9.3M |
| UBS Group AG | 0.00% | Add +31.4% | 119,104 | $9.3M |
| Rhumbline Advisers | 0.01% | Reduce -9.5% | 118,084 | $9.2M |
| ProShare Advisors LLC | 0.02% | Add +10.8% | 108,850 | $8.5M |
| Perpetual Ltd | 0.10% | Add +8.4% | 107,353 | $8.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +332.0% | 101,222 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 99,498 | $7.7M |
| D.A. Davidson & Co. | 0.06% | Add +0.7% | 97,365 | $7.6M |
| Public Sector Pension Investment Board | 0.03% | Add +18.5% | 94,189 | $7.3M |
| Barclays PLC | 0.00% | Add +9.0% | 85,782 | $6.7M |
| Kennedy Capital Management LLC | 0.15% | Reduce -0.8% | 85,103 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.3% | 84,377 | $6.6M |
| Man Group plc | 0.02% | Reduce -18.7% | 75,322 | $5.9M |
| Trexquant Investment LP | 0.07% | Add +87.1% | 74,262 | $5.8M |
| Swiss National Bank | 0.00% | Add +1.2% | 73,600 | $5.7M |
| Citadel Advisors | 0.01% | Reduce -6.8% | 71,890 | $5.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.1% | 70,289 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 67,343 | $5.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.0% | 63,688 | $5.0M |
| EULAV Asset Management | 0.11% | No change | 59,900 | $4.7M |
| TD Asset Management Inc | 0.00% | Reduce -12.7% | 55,700 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +12.5% | 55,492 | $4.3M |
| Citigroup Inc. | 0.00% | Reduce -5.5% | 51,846 | $4.0M |
| Buck Wealth Strategies, LLC | 0.82% | New | 50,901 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 48,370 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +1.0% | 47,424 | $3.7M |
| Gabelli Funds LLC | 0.03% | No change | 45,000 | $3.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -7.6% | 43,891 | $3.4M |
| Maryland State Retirement & Pension System | 0.07% | Reduce -0.8% | 43,907 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.2% | 43,693 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 42,883 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -2.4% | 42,439 | $3.3M |
| NFJ Investment Group, LLC | 0.10% | Reduce -1.3% | 39,557 | $3.1M |
| SkyOak Wealth, LLC | 0.64% | Reduce -1.7% | 38,447 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.7% | 37,746 | $2.9M |
| Allianz Asset Management GmbH | 0.00% | Reduce -16.7% | 35,363 | $2.7M |
| Van Hulzen Asset Management, LLC | 0.20% | Reduce -16.6% | 35,218 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.6% | 35,015 | $2.7M |
| HRT Financial LP | 0.01% | Reduce -46.3% | 33,609 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.7% | 32,547 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.1% | 32,491 | $2.5M |
| Storebrand Asset Management As | 0.01% | Add +4.0% | 28,837 | $2.2M |
| LPL Financial LLC | 0.00% | Add +11.3% | 28,469 | $2.2M |
| Magellan Asset Management Ltd | 0.02% | Add +1.3% | 27,954 | $2.2M |
| Martingale Asset Management L P | 0.05% | Reduce -2.4% | 27,420 | $2.1M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -40.8% | 26,454 | $2.1M |
| Cozad Asset Management Inc. | 0.19% | Reduce -2.4% | 26,010 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.5% | 24,641 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -3.7% | 24,597 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 23,312 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +7.3% | 23,262 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +5.9% | 22,581 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,568 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +4.3% | 22,391 | $1.7M |
| Duff & Phelps Investment Management Co. | 0.02% | Reduce -47.7% | 22,305 | $1.7M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -0.2% | 21,899 | $1.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | New | 21,480 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.5% | 21,481 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +5.9% | 20,359 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -7.3% | 20,176 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.8% | 19,922 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 19,868 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 19,843 | $1.5M |
| Atom Investors LP | 0.19% | Reduce -77.7% | 19,799 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 19,694 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.1% | 18,300 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +150.2% | 17,661 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +130.1% | 17,268 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +5.3% | 15,664 | $1.2M |
| QSV Equity Investors LLC | 1.13% | No change | 15,134 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.6% | 15,046 | $1.2M |
| Nebula Research & Development LLC | 0.14% | Reduce -12.1% | 15,038 | $1.2M |
| Macquarie Group Ltd. | 0.00% | Reduce -13.0% | 14,910 | $1.2M |
| Comerica Bank | 0.00% | Reduce -1.5% | 14,829 | $1.2M |
| Dean Investment Associates, LLC | 0.16% | Reduce -77.4% | 14,747 | $1.1M |
| Engineers Gate Manager LP | 0.02% | Reduce -48.6% | 14,727 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +875.3% | 14,346 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.5% | 14,322 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 14,089 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +8.0% | 13,687 | $1.1M |
| Weatherly Asset Management L. P. | 0.09% | No change | 13,537 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -60.6% | 13,364 | $1.0M |
| Creative Planning | 0.00% | Add +16.0% | 13,072 | $1.0M |
| Holocene Advisors, LP | 0.00% | Reduce -48.9% | 12,843 | $998K |
| First National Corp. /Ma/ | 0.22% | New | 12,765 | $992K |
| AQR Capital Management | 0.00% | Reduce -42.9% | 12,656 | $984K |
| Tidal Investments LLC | 0.01% | Reduce -3.0% | 11,774 | $915K |
| Alps Advisors Inc. | 0.01% | Add +17.5% | 11,669 | $907K |
| New York State Common Retirement Fund | 0.00% | No change | 11,613 | $903K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 11,614 | $902K |
| Gsa Capital Partners LLP | 0.07% | Add +94.1% | 11,560 | $898K |
| Van Eck Associates Corp. | 0.00% | Add +8.1% | 11,077 | $861K |
| Voya Investment Management LLC | 0.00% | Reduce -7.4% | 11,078 | $861K |
| Amalgamated Bank | 0.01% | Add +0.2% | 11,061 | $860K |
| HCR Wealth Advisors | 0.11% | Reduce -5.1% | 10,994 | $855K |
| Jacobi Capital Management LLC | 0.06% | Reduce -0.5% | 10,950 | $851K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.1% | 10,945 | $851K |
| Arizona State Retirement System | 0.01% | Add +1.4% | 10,871 | $845K |
| Blackhill Capital Inc. | 0.04% | No change | 10,800 | $839K |
| Squarepoint Ops LLC | 0.00% | New | 10,547 | $820K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,498 | $816K |
| Verition Fund Management LLC | 0.00% | Add +125.8% | 10,488 | $815K |
| Dean Capital Management | 0.33% | Reduce -75.6% | 9,939 | $772K |
| Graham Capital Management, L.P. | 0.04% | Reduce -58.4% | 9,849 | $765K |
| Northstar Asset Management Inc. | 0.20% | Reduce -82.4% | 9,748 | $758K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -54.5% | 9,607 | $747K |
| Quantbot Technologies LP | 0.03% | Add +84.3% | 9,589 | $745K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 9,083 | $706K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.1% | 8,912 | $693K |
| First Pacific Financial | 0.16% | Add +1.1% | 8,878 | $690K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 8,750 | $680K |
| Creative Financial Designs Inc. | 0.05% | Reduce -1.9% | 8,663 | $673K |
| D. E. Shaw & Co. | 0.00% | Reduce -68.6% | 8,262 | $642K |
| KLP Kapitalforvaltning As | 0.00% | — | 8,200 | $637K |
| Manchester Capital Management LLC | 0.07% | No change | 8,074 | $628K |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 8,050 | $626K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 7,937 | $617K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.5% | 7,779 | $605K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.15% | No change | 7,715 | $600K |
| Two Sigma Advisers, LP | 0.00% | Reduce -58.2% | 7,700 | $598K |
| Cerity Partners LLC | 0.00% | Reduce -4.8% | 7,548 | $595K |
| FMR LLC | 0.00% | Reduce -89.5% | 7,633 | $593K |
| Advisors Asset Management, Inc. | 0.01% | Add +17.9% | 7,586 | $590K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 7,435 | $578K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.1% | 7,402 | $575K |
| iSAM Funds (UK) Ltd | 0.43% | New | 7,378 | $573K |
| NorthRock Partners, LLC | 0.02% | Reduce -1.1% | 7,314 | $568K |
| Avantax Advisory Services, Inc. | 0.00% | Add +192.4% | 7,248 | $563K |
| King Wealth Management Group | 0.08% | No change | 7,000 | $544K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.8% | 6,858 | $533K |
| Fruth Investment Management | 0.15% | No change | 6,800 | $528K |
| US Bancorp \de | 0.00% | Add +6.1% | 6,792 | $528K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,688 | $520K |
| Gotham Asset Management | 0.00% | Reduce -14.3% | 6,681 | $519K |
| Cullen Capital Management, LLC | 0.01% | Reduce -23.5% | 6,630 | $515K |
| Mariner, LLC | 0.00% | Add +0.4% | 6,553 | $509K |
| Sei Investments Co. | 0.00% | New | 6,367 | $495K |
| Legato Capital Management LLC | 0.06% | Reduce -75.5% | 6,250 | $486K |
| KBC Group NV | 0.00% | Add +400.6% | 6,188 | $481K |
| HSBC Holdings PLC | 0.00% | Add +9.6% | 6,069 | $471K |
| New Age Alpha Advisors, LLC | 0.02% | New | 5,970 | $464K |
| Focus Partners Wealth | 0.00% | Add +39.4% | 5,854 | $455K |
| Peoples Bank | 0.31% | Reduce -0.2% | 5,821 | $452K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.6% | 5,725 | $445K |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.8% | 5,689 | $442K |
| Daiwa Securities Group Inc. | 0.00% | Add +1.8% | 5,673 | $441K |
| Captrust Financial Advisors | 0.00% | Add +5.0% | 5,670 | $441K |
| Kennondale Capital Management LLC | 0.47% | — | 5,540 | $431K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.2% | 5,445 | $423K |
| Aigen Investment Management, LP | 0.07% | Reduce -5.5% | 5,428 | $422K |
| Cim, LLC | 0.06% | Add +1.2% | 5,405 | $420K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.3% | 5,373 | $418K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.7% | 5,364 | $417K |
| PharVision Advisers, LLC | 0.35% | — | 5,337 | $415K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.7% | 5,324 | $414K |
| Financial Advisors Network, Inc. | 0.07% | — | 5,284 | $411K |
| Inspire Investing, LLC | 0.05% | Add +4.1% | 5,257 | $409K |
| ELCO Management Co., LLC | 0.21% | Reduce -11.0% | 5,038 | $392K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 4,947 | $384K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.1% | 4,925 | $383K |
| IFM Investors Pty Ltd | 0.00% | No change | 4,920 | $382K |
| Virtus Investment Advisers, LLC | 0.30% | No change | 4,803 | $373K |
| Choreo, LLC | 0.01% | Add +21.8% | 4,597 | $359K |
| AE Wealth Management LLC | 0.00% | New | 4,599 | $357K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 4,468 | $347K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $347K |
| Blankinship & Foster, LLC | 0.09% | No change | 4,452 | $346K |
| Redmond Asset Management, LLC | 0.09% | New | 4,450 | $346K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.7% | 4,353 | $338K |
| Praxis Investment Management Inc. | 0.02% | Reduce -27.3% | 4,280 | $333K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.4% | 4,076 | $317K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,998 | $311K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.4% | 3,900 | $303K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.5% | 3,845 | $299K |
| Lederer & Associates Investment Counsel | 0.20% | No change | 3,750 | $291K |
| Pathway Financial Advisers, LLC | 0.10% | Add +0.6% | 3,735 | $290K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.6% | 3,675 | $286K |
| Ingalls & Snyder LLC | 0.01% | Reduce -6.8% | 3,645 | $283K |
| Essex Bank | 0.07% | New | 3,512 | $273K |
| Vista Investment Partners LLC | 0.08% | No change | 3,500 | $272K |
| Cibc World Markets Corp. | 0.00% | New | 3,488 | $271K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,414 | $265K |
| Centiva Capital, LP | 0.01% | Reduce -62.7% | 3,334 | $259K |
| MGB Wealth Management, LLC | 0.08% | No change | 3,321 | $258K |
| Jane Street Group, LLC | 0.00% | Reduce -93.2% | 3,315 | $258K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 3,300 | $256K |
| Ballentine Partners, LLC | 0.00% | Add +1.8% | 3,279 | $255K |
| Tiaa Trust, National Association | 0.00% | No change | 3,255 | $253K |
| Quantinno Capital Management LP | 0.00% | New | 3,216 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.4% | 3,200 | $249K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 3,190 | $248K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.0% | 3,184 | $247K |
| Blair William & Co. | 0.00% | No change | 3,145 | $244K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 3,074 | $239K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,000 | $233K |
| First Interstate Bank | 0.01% | No change | 3,000 | $233K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -79.3% | 3,000 | $233K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $233K |
| Xponance LLC | 0.00% | Add +22.7% | 2,976 | $231K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -46.5% | 2,974 | $231K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 2,747 | $229K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $227K |
| Wealthfront Advisers LLC | 0.00% | Add +3.2% | 2,880 | $224K |
| Oak Hill Wealth Advisors, LLC | 0.05% | — | 2,800 | $218K |
| Kelly Lawrence W & Associates Inc. | 0.05% | No change | 2,780 | $216K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -0.5% | 2,765 | $215K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +1.1% | 2,683 | $209K |
| Coston, McIsaac & Partners | 0.06% | Reduce -11.7% | 2,689 | $208K |
| Meeder Advisory Services, Inc. | 0.01% | Add +0.3% | 2,668 | $207K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,635 | $205K |
| Glenmede Trust Co. NA | 0.00% | Reduce -24.4% | 2,592 | $201K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,588 | $201K |
| Phoenix Financial Ltd. | 0.00% | Reduce -4.6% | 2,577 | $200K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.2% | 2,543 | $198K |
| Aquatic Capital Management LLC | 0.01% | Reduce -71.5% | 2,390 | $186K |
| SBI Securities Co., Ltd. | 0.01% | — | 2,365 | $184K |
| Raiffeisen Bank International AG | 0.00% | — | 2,288 | $179K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,110 | $164K |
| Adirondack Trust Co. | 0.06% | No change | 2,000 | $155K |
| Front Row Advisors LLC | 0.05% | No change | 2,000 | $155K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.0% | 1,947 | $151K |
| Trust Co. of Vermont | 0.01% | No change | 1,845 | $143K |
| Cwm, LLC | 0.00% | Add +32.3% | 1,843 | $143K |
| GAMMA Investing LLC | 0.01% | Add +14.4% | 1,720 | $134K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,639 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.3% | 1,537 | $119K |
| Quadrant Capital Group LLC | 0.01% | Reduce -7.4% | 1,502 | $117K |
| Smartleaf Asset Management LLC | 0.01% | Add +488.1% | 1,488 | $116K |
| State of Wyoming | 0.01% | New | 1,462 | $114K |
| Asset Planning,Inc | 0.09% | — | 1,450 | $113K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -9.9% | 1,399 | $109K |
| MAI Capital Management | 0.00% | New | 1,300 | $101K |
| Quarry LP | 0.02% | Reduce -12.1% | 1,260 | $98K |
| Gables Capital Management Inc. | 0.05% | No change | 1,250 | $97K |
| Huntington National Bank | 0.00% | No change | 1,241 | $96K |
| Allworth Financial LP | 0.00% | Add +15.0% | 1,262 | $91K |
| Shell Asset Management Co. | 0.00% | No change | 1,177 | $91K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.5% | 1,047 | $81K |
| Clarity Asset Management, Inc. | 0.05% | Reduce -0.6% | 1,011 | $79K |
| Ameriflex Group, Inc. | 0.04% | — | 1,053 | $78K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $78K |
| Assetmark, Inc. | 0.00% | Add +56.7% | 948 | $74K |
| Farther Finance Advisors, LLC | 0.00% | No change | 946 | $74K |
| AdvisorNet Financial, Inc | 0.01% | No change | 943 | $73K |
| Continuum Advisory, LLC | 0.01% | No change | 893 | $69K |
| Headlands Technologies LLC | 0.01% | New | 836 | $65K |
| Hoertkorn Richard Charles | 0.03% | Reduce -19.5% | 805 | $63K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -18.4% | 802 | $62K |
| STRS Ohio | 0.00% | Reduce -36.4% | 700 | $54K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -12.1% | 652 | $51K |
| Bokf, NA | 0.00% | Add +9.3% | 703 | $50K |
| Whittier Trust Co. | 0.00% | No change | 610 | $47K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 609 | $47K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 587 | $46K |
| Sterling Capital Management LLC | 0.00% | Add +607.8% | 545 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +198.9% | 541 | $42K |
| Plato Investment Management Ltd | 0.00% | Add +2173.9% | 523 | $41K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $39K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $39K |
| Natixis | 0.00% | Add +0.4% | 478 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.5% | 468 | $36K |
| Federated Hermes, Inc. | 0.00% | Add +92.5% | 439 | $34K |
| Pflug Koory, LLC | 0.00% | No change | 400 | $31K |
| Signaturefd, LLC | 0.00% | Add +15.9% | 394 | $31K |
| Golden State Wealth Management, LLC | 0.00% | — | 380 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | New | 331 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $24K |
| ORG Partners LLC | 0.00% | No change | 290 | $23K |
| Hexagon Capital Partners LLC | 0.00% | Add +7.2% | 252 | $20K |
| Bessemer Group Inc. | 0.00% | Add +29.4% | 238 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -54.5% | 250 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +202.8% | 218 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 215 | $17K |
| Hemington Wealth Management | 0.00% | Add +4.5% | 208 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +6.8% | 205 | $16K |
| IFP Advisors, Inc | 0.00% | Add +4.7% | 199 | $15K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -8.2% | 190 | $15K |
| Fifth Third Bancorp | 0.00% | Add +11.9% | 169 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 155 | $12K |
| SWAN Capital LLC | 0.01% | No change | 150 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 141 | $11K |
| Quent Capital, LLC | 0.00% | No change | 140 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +17.5% | 114 | $9K |
| Redwood Park Advisors LLC | 0.01% | — | 110 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +107.8% | 106 | $8K |
| NFSG Corp | 0.00% | New | 102 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 97 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 84 | $7K |
| Leonteq Securities AG | 0.00% | Reduce -1.2% | 83 | $6K |
| True Wealth Design, LLC | 0.00% | New | 69 | $5K |
| Arax Advisory Partners | 0.00% | No change | 67 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 62 | $5K |
| Archer Investment Corp | 0.00% | Add +1.7% | 59 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| Rothschild Investment LLC | 0.00% | Add +14.3% | 40 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -84.1% | 38 | $3K |
| LRI Investments, LLC | 0.00% | No change | 31 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -40.8% | 29 | $2K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 31 | $2K |
| Brooklyn Investment Group | 0.00% | New | 23 | $2K |
| NewSquare Capital LLC | 0.00% | New | 22 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 21 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 20 | $2K |
| GeoWealth Management, LLC | 0.00% | Reduce -35.5% | 20 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -89.8% | 15 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -95.5% | 13 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | New | 12 | $933 |
| First Horizon Advisors, Inc. | 0.00% | No change | 9 | $699 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $467 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -28.6% | 5 | $389 |
| Abound Wealth Management | 0.00% | No change | 3 | $234 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $155 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $78 |
| Covestor Ltd | 0.00% | Reduce -99.7% | 2 | $0 |
"% of holder's portfolio" is AWR's weight in each manager's 13F, not the share of American States Water Co. the manager owns.