American States WaterAWR
13F holders, Q1 2025 (March 31)356holders +11
43new positions
32sold out
6famous investors
$78.69avg. 13F price*
At the end of Q1 2025, 356 institutions reported holding American States Water Co. (AWR) in their 13F filings, up 11 from Q4 2024. 43 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($537.4M), Vanguard Group Inc. ($375.4M) and State Street Corp. ($170.5M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- American States Water Co.
- Filed as
- AMER STATES WTR CO (Q1 2025)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $32.0M |
| Exits | 32 | $9.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,617,752 shares bought and 1,370,961 shares sold, net +246,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| BlackRock, Inc. | 0.01% | Reduce -2.9% | 6,829,823 | $537.4M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 4,770,654 | $375.4M |
| State Street Corp. | 0.01% | Reduce -2.5% | 2,167,270 | $170.5M |
| Neuberger Berman Group LLC | 0.09% | Add +11.4% | 1,375,172 | $108.2M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -2.2% | 1,093,603 | $86.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.3% | 883,305 | $69.5M |
| First Trust Advisors LP | 0.06% | Reduce -17.1% | 841,169 | $66.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.6% | 797,201 | $62.7M |
| Northern Trust Corp. | 0.01% | Reduce -2.5% | 588,407 | $46.3M |
| Invesco Ltd. | 0.01% | Reduce -4.4% | 582,777 | $45.9M |
| Norges Bank | 0.01% | Reduce -8.1% | 535,364 | $42.1M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 511,800 | $40.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.5% | 472,174 | $37.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 434,785 | $34.2M |
| Legal & General Group Plc | 0.01% | Add +14.6% | 416,271 | $32.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.5% | 395,391 | $31.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +29.2% | 303,399 | $23.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.7% | 288,451 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.8% | 284,620 | $22.4M |
| Amundi | 0.01% | Reduce -2.4% | 245,227 | $19.5M |
| Millennium Management | 0.02% | Reduce -26.1% | 243,577 | $19.2M |
| Robeco Schweiz AG | 0.47% | Reduce -13.7% | 243,367 | $19.1M |
| Bank of America Corp. | 0.00% | Add +44.3% | 199,002 | $15.7M |
| Deutsche Bank AG | 0.01% | Reduce -6.1% | 196,736 | $15.5M |
| Victory Capital Management Inc. | 0.02% | Add +1.6% | 186,944 | $14.7M |
| Perpetual Ltd | 0.14% | Add +41.8% | 152,187 | $12.0M |
| Bessemer Group Inc. | 0.02% | Add +62545.4% | 149,096 | $11.7M |
| Kennedy Capital Management LLC | 0.27% | Add +68.0% | 142,982 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Add +31.3% | 130,675 | $10.3M |
| Nuveen, LLC | 0.00% | — | 121,714 | $9.6M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 120,154 | $9.5M |
| Public Sector Pension Investment Board | 0.04% | Add +27.3% | 119,886 | $9.4M |
| ProShare Advisors LLC | 0.02% | Reduce -6.8% | 101,455 | $8.0M |
| D.A. Davidson & Co. | 0.06% | Reduce -3.7% | 93,791 | $7.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -8.4% | 92,693 | $7.3M |
| Man Group plc | 0.02% | Add +20.3% | 90,572 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +2606.4% | 89,717 | $7.1M |
| UBS Group AG | 0.00% | Reduce -25.0% | 89,341 | $7.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.8% | 82,830 | $6.5M |
| NFJ Investment Group, LLC | 0.21% | Add +99.7% | 78,975 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -0.4% | 73,300 | $5.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +2.6% | 72,133 | $5.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.22% | New | 69,732 | $5.5M |
| Barclays PLC | 0.00% | Reduce -23.1% | 65,986 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 65,018 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -58.4% | 63,887 | $5.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -4.3% | 60,959 | $4.8M |
| Citadel Advisors | 0.00% | Reduce -16.1% | 60,295 | $4.7M |
| EULAV Asset Management | 0.12% | No change | 59,900 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +232.9% | 58,792 | $4.6M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 57,757 | $4.5M |
| Buck Wealth Strategies, LLC | 0.81% | Add +11.4% | 56,702 | $4.5M |
| HRT Financial LP | 0.03% | Add +68.2% | 56,521 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 55,349 | $4.4M |
| Citigroup Inc. | 0.00% | Add +3.8% | 53,824 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +60.0% | 52,062 | $4.1M |
| Trexquant Investment LP | 0.05% | Reduce -31.8% | 50,654 | $4.0M |
| Cornerstone Wealth Management, LLC | 0.27% | Add +6.1% | 50,320 | $4.0M |
| TD Asset Management Inc | 0.00% | Reduce -14.9% | 47,400 | $3.7M |
| SG Americas Securities, LLC | 0.01% | Add +224.8% | 46,590 | $3.7M |
| Gabelli Funds LLC | 0.03% | No change | 45,000 | $3.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +722.8% | 44,211 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 43,636 | $3.4M |
| Maryland State Retirement & Pension System | 0.08% | Reduce -1.9% | 43,074 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.7% | 41,744 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -2.7% | 41,284 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.9% | 40,733 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -19.5% | 38,951 | $3.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +76.3% | 37,880 | $3.0M |
| SkyOak Wealth, LLC | 0.65% | Reduce -1.9% | 37,725 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +7.7% | 37,719 | $3.0M |
| Allianz Asset Management GmbH | 0.00% | Add +6.1% | 37,527 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Add +244.3% | 36,308 | $2.9M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -21.1% | 34,619 | $2.7M |
| Van Hulzen Asset Management, LLC | 0.24% | Reduce -3.6% | 33,935 | $2.7M |
| Martingale Asset Management L P | 0.07% | Add +20.0% | 32,892 | $2.6M |
| First National Corp. /Ma/ | 0.53% | Add +139.1% | 30,521 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.9% | 30,261 | $2.4M |
| Storebrand Asset Management As | 0.01% | Add +3.5% | 29,840 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +87.2% | 29,315 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 27,432 | $2.2M |
| Assenagon Asset Management S.A. | 0.00% | New | 27,354 | $2.2M |
| Meeder Asset Management Inc. | 0.14% | New | 27,282 | $2.1M |
| Magellan Asset Management Ltd | 0.03% | Reduce -2.9% | 27,150 | $2.1M |
| Cozad Asset Management Inc. | 0.21% | Add +3.5% | 26,913 | $2.1M |
| Dark Forest Capital Management LP | 0.09% | New | 25,710 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.9% | 25,592 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | Add +2.3% | 25,155 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.0% | 24,700 | $1.9M |
| Mariner, LLC | 0.00% | Add +274.1% | 24,514 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Add +4.2% | 24,247 | $1.9M |
| Exchange Traded Concepts, LLC | 0.03% | Add +6.5% | 23,320 | $1.8M |
| CoreCommodity Management, LLC | 0.29% | New | 22,982 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,568 | $1.8M |
| Holocene Advisors, LP | 0.01% | Add +73.4% | 22,268 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 22,043 | $1.7M |
| Bank of Montreal | 0.00% | Add +6.4% | 21,470 | $1.7M |
| Dean Investment Associates, LLC | 0.24% | Add +42.0% | 20,935 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.5% | 20,943 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.9% | 20,622 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +16.6% | 20,129 | $1.6M |
| Atom Investors LP | 0.19% | Add +1.4% | 20,074 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.5% | 19,762 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 18,687 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.0% | 18,530 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.7% | 17,800 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.6% | 17,414 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.7% | 16,201 | $1.3M |
| Nebula Research & Development LLC | 0.12% | Add +6.4% | 16,001 | $1.3M |
| QSV Equity Investors LLC | 1.23% | Reduce -0.2% | 15,101 | $1.2M |
| Dean Capital Management | 0.51% | Add +48.4% | 14,748 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | New | 14,705 | $1.2M |
| Macquarie Group Ltd. | 0.00% | Reduce -3.0% | 14,468 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 14,460 | $1.1M |
| CenterBook Partners LP | 0.07% | New | 14,168 | $1.1M |
| Duff & Phelps Investment Management Co. | 0.01% | Reduce -36.6% | 14,146 | $1.1M |
| Comerica Bank | 0.00% | Reduce -5.6% | 13,998 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.6% | 13,955 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Reduce -0.2% | 13,665 | $1.1M |
| Weatherly Asset Management L. P. | 0.10% | No change | 13,537 | $1.1M |
| Creative Planning | 0.00% | Add +2.1% | 13,344 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.4% | 12,742 | $1.0M |
| Alps Advisors Inc. | 0.01% | Add +7.8% | 12,584 | $990K |
| KLP Kapitalforvaltning As | 0.00% | Add +51.2% | 12,400 | $976K |
| Van Eck Associates Corp. | 0.00% | Add +6.3% | 11,774 | $926K |
| New York State Common Retirement Fund | 0.00% | No change | 11,613 | $914K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 11,614 | $913K |
| Graham Capital Management, L.P. | 0.04% | Add +17.6% | 11,584 | $911K |
| Stifel Financial Corp. | 0.00% | Reduce -49.4% | 11,435 | $900K |
| Jacobi Capital Management LLC | 0.07% | Add +3.7% | 11,353 | $893K |
| AQR Capital Management | 0.00% | Reduce -10.3% | 11,349 | $893K |
| Tidal Investments LLC | 0.01% | Reduce -3.8% | 11,332 | $892K |
| AlphaQuest LLC | 0.09% | New | 11,038 | $868K |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.4% | 10,928 | $860K |
| HCR Wealth Advisors | 0.11% | Reduce -1.0% | 10,886 | $857K |
| Arizona State Retirement System | 0.01% | Reduce -0.3% | 10,842 | $853K |
| Blackhill Capital Inc. | 0.05% | No change | 10,800 | $850K |
| Amalgamated Bank | 0.01% | Reduce -2.7% | 10,763 | $847K |
| Osaic Holdings, Inc. | 0.00% | Add +55.6% | 10,670 | $840K |
| Bryce Point Capital, LLC | 0.62% | New | 11,033 | $827K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,498 | $826K |
| Natixis Advisors, LLC | 0.00% | New | 10,448 | $822K |
| Gotham Asset Management | 0.01% | Add +54.9% | 10,350 | $814K |
| Two Sigma Investments, LP | 0.00% | Reduce -22.6% | 10,344 | $814K |
| Cullen Capital Management, LLC | 0.01% | Add +56.0% | 10,341 | $814K |
| Voya Investment Management LLC | 0.00% | Reduce -8.8% | 10,109 | $795K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2923.6% | 10,008 | $787K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.3% | 9,823 | $773K |
| Legato Capital Management LLC | 0.10% | Add +48.7% | 9,291 | $731K |
| Advisors Asset Management, Inc. | 0.01% | Add +21.4% | 9,206 | $724K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,083 | $715K |
| First Pacific Financial | 0.14% | Add +0.1% | 8,891 | $700K |
| Creative Financial Designs Inc. | 0.06% | Add +2.1% | 8,849 | $696K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.0% | 8,643 | $680K |
| Tudor Investment Corporation | 0.01% | New | 8,522 | $671K |
| Cibc World Markets Corp. | 0.01% | Add +140.8% | 8,398 | $661K |
| Cerity Partners LLC | 0.00% | Add +8.8% | 8,214 | $646K |
| Sei Investments Co. | 0.00% | Add +28.6% | 8,187 | $644K |
| Manchester Capital Management LLC | 0.08% | Add +0.0% | 8,077 | $635K |
| D. E. Shaw & Co. | 0.00% | Reduce -3.0% | 8,015 | $631K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 7,937 | $624K |
| HSBC Holdings PLC | 0.00% | Add +29.4% | 7,856 | $621K |
| Essex Financial Services, Inc. | 0.04% | Add +81.1% | 7,883 | $620K |
| Corient Private Wealth LP | 0.00% | Reduce -3.8% | 7,743 | $609K |
| US Bancorp \de | 0.00% | Add +12.8% | 7,659 | $603K |
| Gsa Capital Partners LLP | 0.05% | Reduce -35.5% | 7,450 | $586K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.0% | 7,403 | $582K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 7,318 | $576K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.15% | Reduce -5.2% | 7,315 | $576K |
| NorthRock Partners, LLC | 0.02% | Reduce -3.5% | 7,054 | $555K |
| King Wealth Management Group | 0.08% | No change | 7,000 | $551K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -5.2% | 6,873 | $541K |
| Fruth Investment Management | 0.15% | No change | 6,800 | $535K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,688 | $526K |
| Aquatic Capital Management LLC | 0.01% | Add +179.8% | 6,686 | $526K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 6,609 | $520K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.3% | 6,546 | $515K |
| ELCO Management Co., LLC | 0.28% | Add +29.3% | 6,516 | $513K |
| FMR LLC | 0.00% | Reduce -16.9% | 6,345 | $499K |
| Daiwa Securities Group Inc. | 0.00% | Add +11.5% | 6,323 | $497K |
| Quadrant Capital Group LLC | 0.02% | Add +319.0% | 6,293 | $495K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,092 | $479K |
| Alpha Cubed Investments, LLC | 0.02% | New | 6,000 | $472K |
| Choreo, LLC | 0.01% | Add +29.6% | 5,958 | $469K |
| XTX Topco Ltd | 0.02% | New | 5,864 | $461K |
| Peoples Bank | 0.31% | No change | 5,821 | $458K |
| Fieldview Capital Management, LLC | 0.06% | New | 5,782 | $455K |
| Quantinno Capital Management LP | 0.00% | Add +79.0% | 5,757 | $453K |
| Focus Partners Wealth | 0.00% | Reduce -4.4% | 5,597 | $440K |
| Kennondale Capital Management LLC | 0.48% | No change | 5,540 | $436K |
| Teacher Retirement System of Texas | 0.00% | New | 5,522 | $434K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 5,504 | $433K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.9% | 5,468 | $430K |
| Captrust Financial Advisors | 0.00% | Reduce -4.2% | 5,432 | $427K |
| Financial Advisors Network, Inc. | 0.07% | No change | 5,284 | $416K |
| Pathstone Holdings, LLC | 0.00% | Reduce -8.0% | 5,236 | $411K |
| Cim, LLC | 0.06% | Reduce -3.6% | 5,210 | $410K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.9% | 5,123 | $403K |
| Advisor Resource Council | 0.03% | New | 5,103 | $402K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,925 | $387K |
| Virtus Advisers, LLC | 0.25% | New | 4,803 | $378K |
| Cannon Global Investment Management, LLC | 0.98% | New | 4,500 | $354K |
| Ritholtz Wealth Management | 0.01% | Reduce -15.5% | 4,498 | $354K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $352K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 4,468 | $352K |
| Blankinship & Foster, LLC | 0.09% | No change | 4,452 | $350K |
| Redmond Asset Management, LLC | 0.09% | No change | 4,450 | $350K |
| Inspire Investing, LLC | 0.04% | Reduce -15.4% | 4,448 | $350K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 4,387 | $345K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,280 | $337K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 4,118 | $327K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -46.9% | 4,134 | $325K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,076 | $321K |
| Ballentine Partners, LLC | 0.01% | Add +22.9% | 4,029 | $317K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +1.7% | 3,911 | $308K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,900 | $307K |
| Pathway Financial Advisers, LLC | 0.10% | Add +0.6% | 3,757 | $296K |
| Lederer & Associates Investment Counsel | 0.22% | No change | 3,750 | $295K |
| ExodusPoint Capital Management, LP | 0.00% | New | 3,751 | $295K |
| Freestone Grove Partners LP | 0.00% | New | 3,720 | $293K |
| iSAM Funds (UK) Ltd | 0.14% | Reduce -49.8% | 3,705 | $292K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -38.1% | 3,697 | $291K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 3,670 | $289K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,645 | $287K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.9% | 3,640 | $286K |
| Vista Investment Partners LLC | 0.08% | No change | 3,500 | $275K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 3,565 | $273K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,414 | $269K |
| MGB Wealth Management, LLC | 0.09% | No change | 3,321 | $261K |
| Baird Financial Group, Inc. | 0.00% | Add +23.7% | 3,260 | $256K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -3.0% | 3,200 | $252K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.8% | 3,160 | $249K |
| Xponance LLC | 0.00% | Add +6.1% | 3,158 | $248K |
| Blair William & Co. | 0.00% | No change | 3,145 | $247K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.5% | 3,087 | $243K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.0% | 3,075 | $242K |
| Gitterman Wealth Management, LLC | 0.06% | New | 3,071 | $242K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,000 | $236K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $236K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.4% | 2,949 | $232K |
| Wealthfront Advisers LLC | 0.00% | Add +1.6% | 2,925 | $230K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $230K |
| Parallel Advisors, LLC | 0.01% | Add +12.2% | 2,853 | $224K |
| Glenmede Trust Co. NA | 0.00% | Add +9.9% | 2,848 | $224K |
| Oak Hill Wealth Advisors, LLC | 0.05% | No change | 2,800 | $220K |
| Kelly Lawrence W & Associates Inc. | 0.05% | No change | 2,780 | $219K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 2,747 | $216K |
| IFM Investors Pty Ltd | 0.00% | Reduce -44.9% | 2,710 | $213K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.2% | 2,709 | $213K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,679 | $211K |
| Engineers Gate Manager LP | 0.00% | Reduce -82.1% | 2,632 | $207K |
| Evergreen Capital Management LLC | 0.01% | New | 2,611 | $205K |
| Jump Financial, LLC | 0.00% | New | 2,564 | $202K |
| Mackenzie Financial Corp. | 0.00% | New | 2,546 | $200K |
| Coston, McIsaac & Partners | 0.05% | Reduce -11.1% | 2,391 | $188K |
| Smartleaf Asset Management LLC | 0.02% | Add +62.2% | 2,413 | $187K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -1.7% | 2,324 | $183K |
| Raiffeisen Bank International AG | 0.00% | No change | 2,288 | $178K |
| Adirondack Trust Co. | 0.06% | No change | 2,000 | $157K |
| Front Row Advisors LLC | 0.06% | No change | 2,000 | $157K |
| KBC Group NV | 0.00% | Reduce -69.4% | 1,892 | $149K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,846 | $145K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.1% | 1,539 | $121K |
| Asset Planning,Inc | 0.09% | No change | 1,450 | $114K |
| Trust Co. of Vermont | 0.01% | Reduce -27.1% | 1,345 | $106K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -5.2% | 1,326 | $104K |
| Allworth Financial LP | 0.00% | Add +3.9% | 1,311 | $104K |
| Gables Capital Management Inc. | 0.05% | No change | 1,250 | $98K |
| Shell Asset Management Co. | 0.00% | Reduce -4.2% | 1,128 | $89K |
| STRS Ohio | 0.00% | Add +57.1% | 1,100 | $87K |
| Ameriflex Group, Inc. | 0.03% | No change | 1,053 | $83K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $79K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.8% | 997 | $78K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 946 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.2% | 944 | $74K |
| AdvisorNet Financial, Inc | 0.01% | No change | 943 | $74K |
| Huntington National Bank | 0.00% | Reduce -24.2% | 941 | $74K |
| Continuum Advisory, LLC | 0.01% | No change | 893 | $70K |
| GAMMA Investing LLC | 0.01% | Reduce -50.0% | 860 | $68K |
| Clarity Asset Management, Inc. | 0.04% | Reduce -14.9% | 860 | $68K |
| Jones Financial Companies LLLP | 0.00% | Add +50.1% | 812 | $63K |
| Assetmark, Inc. | 0.00% | Reduce -17.5% | 782 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.3% | 779 | $61K |
| Quantbot Technologies LP | 0.00% | Reduce -92.1% | 760 | $60K |
| Bokf, NA | 0.00% | No change | 703 | $55K |
| Headlands Technologies LLC | 0.01% | Reduce -18.4% | 682 | $54K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 652 | $51K |
| Anchor Investment Management, LLC | 0.00% | Add +0.5% | 612 | $48K |
| Whittier Trust Co. | 0.00% | No change | 610 | $48K |
| Federated Hermes, Inc. | 0.00% | Add +15.9% | 509 | $40K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $39K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $39K |
| Natixis | 0.00% | Add +3.6% | 495 | $39K |
| Signaturefd, LLC | 0.00% | Add +24.9% | 492 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 468 | $37K |
| Golden State Wealth Management, LLC | 0.00% | No change | 380 | $30K |
| Pflug Koory, LLC | 0.02% | Reduce -7.3% | 371 | $29K |
| Hoertkorn Richard Charles | 0.01% | Reduce -56.6% | 349 | $27K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.3% | 309 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $24K |
| Coldstream Capital Management Inc. | 0.00% | New | 257 | $20K |
| Fifth Third Bancorp | 0.00% | Add +44.4% | 244 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 250 | $19K |
| Hemington Wealth Management | 0.00% | Add +6.3% | 221 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 215 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 199 | $16K |
| MAI Capital Management | 0.00% | Reduce -85.3% | 191 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +48.3% | 169 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +55.7% | 165 | $13K |
| Lindbrook Capital, LLC | 0.00% | Add +3.9% | 161 | $13K |
| SWAN Capital LLC | 0.01% | No change | 150 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 141 | $11K |
| Rise Advisors, LLC | 0.00% | New | 140 | $11K |
| Quent Capital, LLC | 0.00% | No change | 140 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -48.4% | 130 | $10K |
| Redwood Park Advisors LLC | 0.01% | No change | 110 | $9K |
| Plato Investment Management Ltd | 0.00% | Reduce -79.3% | 108 | $9K |
| 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% | Reduce -4.1% | 93 | $7K |
| Quarry LP | 0.00% | Reduce -93.3% | 85 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.2% | 85 | $7K |
| Leonteq Securities AG | 0.00% | Reduce -3.6% | 80 | $6K |
| SVB Wealth LLC | 0.00% | New | 77 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -7.5% | 62 | $5K |
| Archer Investment Corp | 0.00% | No change | 59 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 50 | $4K |
| Brooklyn Investment Group | 0.00% | Add +65.2% | 38 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 38 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 31 | $2K |
| LRI Investments, LLC | 0.00% | No change | 31 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -95.1% | 29 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 29 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +35.0% | 27 | $2K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 31 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 21 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $2K |
| Larson Financial Group LLC | 0.00% | Add +13.3% | 17 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -11.1% | 16 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 13 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 11 | $865 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 10 | $787 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $787 |
| First Horizon Advisors, Inc. | 0.00% | No change | 9 | $708 |
| Hughes Financial Services, LLC | 0.00% | New | 7 | $551 |
| SJS Investment Consulting Inc. | 0.00% | Add +20.0% | 6 | $473 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $473 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 6 | $472 |
| Abound Wealth Management | 0.00% | No change | 3 | $237 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $79 |
| True Wealth Design, LLC | 0.00% | Reduce -98.5% | 1 | $79 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $79 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $78 |
| Covestor Ltd | 0.00% | No change | 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.