American States WaterAWR
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 360 institutions reported holding American States Water Co. (AWR) in their 13F filings, up 4 from Q1 2025. 36 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($516.4M), Vanguard Group Inc. ($376.4M) and State Street Corp. ($156.7M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- American States Water Co.
- Filed as
- AMER STATES WTR CO (Q2 2025)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $25.1M |
| Exits | 35 | $18.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,530,332 shares bought and 1,471,849 shares sold, net +58,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| BlackRock, Inc. | 0.01% | Reduce -1.4% | 6,736,099 | $516.4M |
| Vanguard Group Inc. | 0.01% | Add +2.9% | 4,910,591 | $376.4M |
| State Street Corp. | 0.01% | Reduce -5.7% | 2,043,565 | $156.7M |
| Neuberger Berman Group LLC | 0.11% | Add +29.6% | 1,782,058 | $136.6M |
| Pictet Asset Management Holding SA | 0.07% | Reduce -13.8% | 942,326 | $72.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 905,373 | $69.4M |
| First Trust Advisors LP | 0.05% | Reduce -6.2% | 788,731 | $60.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.0% | 765,403 | $58.7M |
| Morgan Stanley | 0.00% | Add +16.9% | 598,278 | $45.9M |
| Invesco Ltd. | 0.01% | Add +0.3% | 584,590 | $44.8M |
| Northern Trust Corp. | 0.01% | Reduce -2.6% | 573,240 | $43.9M |
| Norges Bank | 0.00% | Reduce -7.8% | 493,688 | $37.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.1% | 462,378 | $35.4M |
| Legal & General Group Plc | 0.01% | Add +6.8% | 444,512 | $34.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.2% | 444,423 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.6% | 401,567 | $30.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -12.7% | 265,026 | $20.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 260,841 | $20.0M |
| Robeco Schweiz AG | 0.42% | Reduce -2.5% | 237,367 | $18.2M |
| Millennium Management | 0.02% | Reduce -7.2% | 226,078 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.8% | 213,919 | $16.4M |
| Amundi | 0.01% | Reduce -17.3% | 202,800 | $15.7M |
| Victory Capital Management Inc. | 0.01% | Add +6.1% | 198,345 | $15.2M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 174,713 | $13.4M |
| Deutsche Bank AG | 0.00% | Reduce -11.7% | 173,718 | $13.3M |
| Bessemer Group Inc. | 0.02% | Add +6.5% | 158,801 | $12.2M |
| Perpetual Ltd | 0.14% | Add +0.4% | 152,732 | $11.7M |
| Danske Bank A/S | 0.03% | New | 145,591 | $11.2M |
| Kennedy Capital Management LLC | 0.26% | Reduce -1.8% | 140,353 | $10.8M |
| Public Sector Pension Investment Board | 0.04% | Add +9.6% | 131,333 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.0% | 130,704 | $10.0M |
| Rhumbline Advisers | 0.01% | Add +6.7% | 128,213 | $9.8M |
| Nuveen, LLC | 0.00% | Reduce -16.5% | 101,634 | $7.8M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.2% | 93,590 | $7.2M |
| Barclays PLC | 0.00% | Add +40.2% | 92,509 | $7.1M |
| UBS Group AG | 0.00% | Add +1.6% | 90,752 | $7.0M |
| ProShare Advisors LLC | 0.01% | Reduce -11.9% | 89,388 | $6.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +8.9% | 78,530 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.7% | 78,072 | $6.0M |
| Citadel Advisors | 0.01% | Add +23.5% | 74,469 | $5.7M |
| Swiss National Bank | 0.00% | Add +0.3% | 73,500 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +29.0% | 67,161 | $5.1M |
| Jane Street Group, LLC | 0.01% | Reduce -25.6% | 66,794 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 65,443 | $5.0M |
| Buck Wealth Strategies, LLC | 0.74% | Add +12.0% | 63,498 | $4.9M |
| NFJ Investment Group, LLC | 0.17% | Reduce -21.2% | 62,238 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.6% | 62,215 | $4.8M |
| Man Group plc | 0.01% | Reduce -31.4% | 62,130 | $4.8M |
| New York State Teachers Retirement System | 0.01% | No change | 60,959 | $4.7M |
| EULAV Asset Management | 0.11% | No change | 59,900 | $4.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.22% | Reduce -18.2% | 57,021 | $4.4M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +7.6% | 54,124 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 53,779 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -12.3% | 51,574 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +16.6% | 51,538 | $4.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -13.0% | 50,251 | $3.9M |
| AQR Capital Management | 0.00% | Add +323.4% | 48,056 | $3.7M |
| D. E. Shaw & Co. | 0.00% | Add +492.1% | 47,455 | $3.6M |
| TD Asset Management Inc | 0.00% | Reduce -0.4% | 47,200 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -13.2% | 46,706 | $3.6M |
| Maryland State Retirement & Pension System | 0.08% | Add +6.8% | 46,021 | $3.5M |
| Gabelli Funds LLC | 0.03% | Add +1.1% | 45,500 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +7.6% | 44,909 | $3.4M |
| Allianz Asset Management GmbH | 0.00% | Add +18.0% | 44,278 | $3.4M |
| Prudential Financial Inc. | 0.00% | Add +5.5% | 43,561 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 43,301 | $3.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +176.4% | 40,648 | $3.1M |
| ExodusPoint Capital Management, LP | 0.04% | Add +931.0% | 38,673 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +0.6% | 37,956 | $2.9M |
| SkyOak Wealth, LLC | 0.58% | Reduce -0.3% | 37,600 | $2.9M |
| Renaissance Technologies | 0.00% | New | 35,100 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -12.3% | 34,173 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.1% | 34,016 | $2.6M |
| Martingale Asset Management L P | 0.06% | Add +3.0% | 33,872 | $2.6M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -2.9% | 33,618 | $2.6M |
| HRT Financial LP | 0.01% | Reduce -41.9% | 32,837 | $2.5M |
| Franklin Resources Inc. | 0.00% | Add +4.6% | 30,673 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Add +195.9% | 30,610 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.0% | 30,250 | $2.3M |
| Atom Investors LP | 0.20% | Add +47.4% | 29,580 | $2.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -69.1% | 28,643 | $2.2M |
| Holocene Advisors, LP | 0.01% | Add +30.0% | 28,952 | $2.2M |
| LPL Financial LLC | 0.00% | Add +5.4% | 28,907 | $2.2M |
| Storebrand Asset Management As | 0.01% | Reduce -4.9% | 28,371 | $2.2M |
| Cozad Asset Management Inc. | 0.18% | Add +0.5% | 27,051 | $2.1M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.2% | 27,026 | $2.1M |
| Magellan Asset Management Ltd | 0.02% | Reduce -2.1% | 26,582 | $2.0M |
| Tudor Investment Corporation | 0.01% | Add +200.6% | 25,619 | $2.0M |
| Aquatic Capital Management LLC | 0.04% | Add +270.6% | 24,778 | $1.9M |
| Exchange Traded Concepts, LLC | 0.02% | Add +4.3% | 24,318 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.9% | 24,076 | $1.8M |
| CenterBook Partners LP | 0.10% | Add +69.4% | 24,004 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -3.0% | 23,770 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.6% | 23,754 | $1.8M |
| First National Corp. /Ma/ | 0.37% | Reduce -22.2% | 23,746 | $1.8M |
| Quantbot Technologies LP | 0.05% | Add +2988.8% | 23,475 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.0% | 23,460 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +9.5% | 22,935 | $1.8M |
| CoreCommodity Management, LLC | 0.28% | Reduce -2.0% | 22,512 | $1.7M |
| Van Hulzen Asset Management, LLC | 0.14% | Reduce -34.6% | 22,200 | $1.7M |
| Verition Fund Management LLC | 0.01% | New | 21,619 | $1.7M |
| FMR LLC | 0.00% | Add +240.6% | 21,611 | $1.7M |
| Trexquant Investment LP | 0.02% | Reduce -57.4% | 21,603 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 20,868 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Add +9.1% | 20,218 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 20,049 | $1.5M |
| Creative Planning | 0.00% | Add +48.8% | 19,854 | $1.5M |
| Nebula Research & Development LLC | 0.12% | Add +17.5% | 18,799 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 18,702 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +46.6% | 18,676 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +204.9% | 18,573 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -19.3% | 18,218 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -10.3% | 18,066 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.1% | 18,000 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | New | 17,528 | $1.3M |
| Macquarie Group Ltd. | 0.00% | Add +18.3% | 17,114 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 16,980 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -32.0% | 16,496 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 16,271 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 15,079 | $1.2M |
| QSV Equity Investors LLC | 1.20% | Reduce -0.9% | 14,971 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +27.5% | 14,577 | $1.1M |
| Comerica Bank | 0.00% | Add +3.5% | 14,485 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +2.8% | 14,348 | $1.1M |
| Dark Forest Capital Management LP | 0.04% | Reduce -45.7% | 13,966 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +1.2% | 13,834 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +11.3% | 13,800 | $1.1M |
| Weatherly Asset Management L. P. | 0.09% | No change | 13,537 | $1.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -63.4% | 13,302 | $1.0M |
| Van Eck Associates Corp. | 0.00% | Add +10.8% | 13,044 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +16.6% | 12,738 | $976K |
| Alps Advisors Inc. | 0.01% | Reduce -0.7% | 12,494 | $958K |
| New York State Common Retirement Fund | 0.00% | Add +6.0% | 12,313 | $944K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +111.5% | 11,565 | $892K |
| HCR Wealth Advisors | 0.10% | Add +5.5% | 11,481 | $880K |
| Jacobi Capital Management LLC | 0.06% | Reduce -0.0% | 11,350 | $870K |
| Quantinno Capital Management LP | 0.00% | Add +95.5% | 11,258 | $863K |
| Arizona State Retirement System | 0.01% | Add +3.7% | 11,239 | $862K |
| Jump Financial, LLC | 0.01% | Add +336.9% | 11,201 | $859K |
| Advisors Asset Management, Inc. | 0.02% | Add +20.7% | 11,113 | $852K |
| Amalgamated Bank | 0.01% | Add +1.7% | 10,944 | $839K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.4% | 10,874 | $834K |
| Blackhill Capital Inc. | 0.05% | No change | 10,800 | $828K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,498 | $805K |
| Voya Investment Management LLC | 0.00% | Add +2.9% | 10,402 | $797K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.1% | 9,995 | $766K |
| Cerity Partners LLC | 0.00% | Add +17.4% | 9,646 | $739K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.6% | 9,536 | $731K |
| Lido Advisors, LLC | 0.00% | New | 9,522 | $730K |
| Brevan Howard Capital Management LP | 0.01% | New | 9,444 | $724K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,083 | $696K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.4% | 8,849 | $678K |
| Creative Financial Designs Inc. | 0.05% | Reduce -3.4% | 8,552 | $656K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.7% | 8,544 | $655K |
| Bryce Point Capital, LLC | 0.55% | Reduce -22.6% | 8,536 | $654K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +93.4% | 8,484 | $650K |
| Tidal Investments LLC | 0.00% | Reduce -25.8% | 8,407 | $644K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.7% | 8,179 | $627K |
| Manchester Capital Management LLC | 0.08% | Add +0.1% | 8,086 | $620K |
| Cullen Capital Management, LLC | 0.01% | Reduce -21.9% | 8,074 | $619K |
| First Pacific Financial | 0.09% | Reduce -9.5% | 8,049 | $617K |
| Essex Financial Services, Inc. | 0.04% | Add +0.4% | 7,912 | $607K |
| Sei Investments Co. | 0.00% | Reduce -3.9% | 7,869 | $603K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +15.5% | 7,631 | $585K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 7,504 | $575K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 7,503 | $575K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 7,408 | $568K |
| Algert Global LLC | 0.01% | New | 7,400 | $567K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +9.4% | 7,318 | $561K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 7,315 | $561K |
| NorthRock Partners, LLC | 0.01% | Add +1.9% | 7,190 | $551K |
| Daiwa Securities Group Inc. | 0.00% | Add +11.1% | 7,022 | $538K |
| Corient Private Wealth LP | 0.00% | Reduce -9.4% | 7,011 | $537K |
| Horizon Investments, LLC | 0.01% | New | 7,008 | $537K |
| King Wealth Management Group | 0.07% | No change | 7,000 | $537K |
| Fruth Investment Management | 0.14% | No change | 6,800 | $521K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 6,606 | $506K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.0% | 6,394 | $490K |
| Focus Partners Wealth | 0.00% | Add +13.0% | 6,325 | $485K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.3% | 6,275 | $481K |
| Choreo, LLC | 0.01% | Add +3.7% | 6,177 | $474K |
| Captrust Financial Advisors | 0.00% | Add +13.7% | 6,176 | $473K |
| Gotham Asset Management | 0.00% | Reduce -40.8% | 6,127 | $470K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 6,000 | $460K |
| Teacher Retirement System of Texas | 0.00% | Add +5.8% | 5,840 | $448K |
| Peoples Bank | 0.30% | No change | 5,821 | $446K |
| Freestone Grove Partners LP | 0.00% | Add +52.7% | 5,681 | $436K |
| Financial Advisors Network, Inc. | 0.07% | Add +6.7% | 5,636 | $432K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 5,615 | $430K |
| Kennondale Capital Management LLC | 0.43% | No change | 5,540 | $425K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.0% | 5,534 | $424K |
| Oxford Asset Management LLP | 0.14% | New | 5,486 | $421K |
| Cim, LLC | 0.06% | Add +5.0% | 5,472 | $419K |
| Entropy Technologies, LP | 0.03% | New | 5,463 | $419K |
| ELCO Management Co., LLC | 0.22% | Reduce -17.0% | 5,408 | $415K |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 5,365 | $411K |
| New Age Alpha Advisors, LLC | 0.02% | Add +43.1% | 5,290 | $406K |
| Inspire Investing, LLC | 0.04% | Add +17.3% | 5,216 | $400K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -10.1% | 4,947 | $379K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +25.0% | 4,890 | $375K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 4,859 | $372K |
| Virtus Advisers, LLC | 0.23% | No change | 4,803 | $368K |
| Ritholtz Wealth Management | 0.01% | Add +6.6% | 4,794 | $367K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.2% | 4,769 | $366K |
| Graham Capital Management, L.P. | 0.01% | Reduce -59.3% | 4,717 | $362K |
| Los Angeles Capital Management LLC | 0.00% | New | 4,610 | $353K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.3% | 4,479 | $343K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $343K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 4,468 | $343K |
| Blankinship & Foster, LLC | 0.08% | No change | 4,452 | $341K |
| Meeder Asset Management Inc. | 0.02% | Reduce -83.8% | 4,412 | $338K |
| DRW Securities, LLC | 0.02% | New | 4,328 | $332K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,280 | $328K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 4,266 | $327K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,076 | $312K |
| Redmond Asset Management, LLC | 0.07% | Reduce -11.2% | 3,950 | $303K |
| Cwm, LLC | 0.00% | Add +111.2% | 3,898 | $299K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,900 | $299K |
| Atria Investments, Inc | 0.00% | New | 3,886 | $298K |
| Meeder Advisory Services, Inc. | 0.02% | New | 3,817 | $293K |
| First Citizens Bank & Trust Co. | 0.01% | New | 3,810 | $292K |
| Pathway Financial Advisers, LLC | 0.09% | Add +0.6% | 3,779 | $290K |
| HSBC Holdings PLC | 0.00% | Reduce -52.1% | 3,761 | $286K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,676 | $282K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.1% | 3,645 | $279K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,645 | $279K |
| Mercer Global Advisors Inc. | 0.00% | Add +32.8% | 3,598 | $276K |
| Ballentine Partners, LLC | 0.00% | Reduce -11.8% | 3,554 | $272K |
| Vista Investment Partners LLC | 0.08% | No change | 3,500 | $268K |
| Blair William & Co. | 0.00% | Add +9.6% | 3,447 | $264K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.2% | 3,374 | $259K |
| MGB Wealth Management, LLC | 0.08% | No change | 3,321 | $255K |
| Xponance LLC | 0.00% | Add +4.6% | 3,304 | $253K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +321.1% | 3,280 | $251K |
| WFA of San Diego, LLC | 0.19% | — | 3,272 | $251K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,260 | $250K |
| PharVision Advisers, LLC | 0.35% | New | 3,220 | $247K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 3,200 | $245K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.0% | 3,161 | $242K |
| SG Americas Securities, LLC | 0.00% | Reduce -93.3% | 3,114 | $239K |
| Wealthfront Advisers LLC | 0.00% | Add +6.5% | 3,115 | $239K |
| Tiaa Trust, National Association | 0.00% | Add +4.4% | 3,079 | $236K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 3,075 | $236K |
| Occudo Quantitative Strategies LP | 0.03% | New | 3,031 | $232K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $230K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,000 | $230K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $224K |
| Gsa Capital Partners LLP | 0.02% | Reduce -61.2% | 2,893 | $222K |
| Armistice Capital, LLC | 0.01% | New | 2,850 | $218K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.7% | 2,834 | $217K |
| Kelly Lawrence W & Associates Inc. | 0.06% | No change | 2,780 | $213K |
| Oak Hill Wealth Advisors, LLC | 0.04% | No change | 2,800 | $213K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -0.9% | 2,721 | $209K |
| IFM Investors Pty Ltd | 0.00% | No change | 2,710 | $208K |
| Glenmede Investment Management, LP | 0.00% | — | 2,702 | $207K |
| Gitterman Wealth Management, LLC | 0.05% | Reduce -15.3% | 2,600 | $199K |
| Smartleaf Asset Management LLC | 0.02% | Add +6.2% | 2,563 | $196K |
| Coston, McIsaac & Partners | 0.05% | Reduce -0.6% | 2,376 | $182K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.2% | 2,320 | $178K |
| GAMMA Investing LLC | 0.01% | Add +145.9% | 2,115 | $162K |
| Front Row Advisors LLC | 0.05% | No change | 2,000 | $153K |
| Adirondack Trust Co. | 0.06% | No change | 2,000 | $153K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,539 | $118K |
| Asset Planning,Inc | 0.08% | No change | 1,450 | $111K |
| Allworth Financial LP | 0.00% | Add +5.2% | 1,379 | $106K |
| Jones Financial Companies LLLP | 0.00% | Add +67.6% | 1,361 | $104K |
| Trust Co. of Vermont | 0.00% | No change | 1,345 | $103K |
| Global Retirement Partners, LLC | 0.00% | — | 1,324 | $101K |
| STRS Ohio | 0.00% | Add +18.2% | 1,300 | $100K |
| Gables Capital Management Inc. | 0.05% | No change | 1,250 | $96K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -9.8% | 1,196 | $92K |
| KBC Group NV | 0.00% | Reduce -40.3% | 1,130 | $87K |
| Quarry LP | 0.02% | Add +1151.8% | 1,064 | $82K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.1% | 1,018 | $78K |
| Shell Asset Management Co. | 0.00% | Reduce -9.9% | 1,016 | $78K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 946 | $73K |
| Huntington National Bank | 0.00% | No change | 941 | $72K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.8% | 935 | $72K |
| Bokf, NA | 0.00% | Add +30.4% | 917 | $70K |
| Assetmark, Inc. | 0.00% | Add +16.4% | 910 | $70K |
| Clarity Asset Management, Inc. | 0.04% | Reduce -3.6% | 829 | $64K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -15.0% | 804 | $62K |
| CIBC Private Wealth Group LLC | 0.00% | Add +220.0% | 800 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +337.0% | 721 | $55K |
| Covestor Ltd | 0.03% | Add +34900.0% | 700 | $54K |
| Clearstead Advisors, LLC | 0.00% | New | 626 | $48K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 616 | $47K |
| Whittier Trust Co. | 0.00% | No change | 610 | $47K |
| Federated Hermes, Inc. | 0.00% | Add +19.3% | 607 | $47K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 503 | $39K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.1% | 430 | $33K |
| Sterling Capital Management LLC | 0.00% | Add +36.9% | 423 | $32K |
| Versant Capital Management, Inc | 0.00% | New | 420 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -37.1% | 410 | $31K |
| Golden State Wealth Management, LLC | 0.00% | Add +3.4% | 393 | $30K |
| Pflug Koory, LLC | 0.01% | No change | 371 | $28K |
| State of Wyoming | 0.00% | New | 339 | $26K |
| Natixis | 0.00% | Reduce -37.4% | 310 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $24K |
| IFP Advisors, Inc | 0.00% | Add +53.3% | 305 | $23K |
| Hilltop National Bank | 0.01% | — | 300 | $23K |
| Harbour Investments, Inc. | 0.00% | Reduce -50.0% | 250 | $19K |
| Ameriflex Group, Inc. | 0.01% | Reduce -76.5% | 248 | $19K |
| Hoertkorn Richard Charles | 0.01% | Reduce -32.7% | 235 | $18K |
| Hemington Wealth Management | 0.00% | Add +3.2% | 228 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 215 | $17K |
| Fifth Third Bancorp | 0.00% | Reduce -13.1% | 212 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -10.1% | 152 | $12K |
| SWAN Capital LLC | 0.01% | No change | 150 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 141 | $11K |
| Rise Advisors, LLC | 0.00% | No change | 140 | $11K |
| UMB Bank, n.a. | 0.00% | Add +36.6% | 127 | $10K |
| Redwood Park Advisors LLC | 0.01% | Add +0.9% | 111 | $8K |
| MAI Capital Management | 0.00% | Reduce -45.5% | 104 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $8K |
| True Wealth Design, LLC | 0.00% | Add +8400.0% | 85 | $7K |
| Essential Partners LLC | 0.00% | — | 83 | $6K |
| Leonteq Securities AG | 0.00% | Add +2.5% | 82 | $6K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -97.9% | 76 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.3% | 72 | $6K |
| Rothschild Investment LLC | 0.00% | Add +40.0% | 70 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 62 | $5K |
| Arax Advisory Partners | 0.00% | No change | 62 | $5K |
| Archer Investment Corp | 0.00% | No change | 59 | $5K |
| Principal Securities, Inc. | 0.00% | Add +86.2% | 54 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +327.3% | 47 | $4K |
| Larson Financial Group LLC | 0.00% | Add +164.7% | 45 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 38 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +184.6% | 37 | $3K |
| LRI Investments, LLC | 0.00% | No change | 31 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.7% | 28 | $2K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 31 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +43.8% | 23 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 21 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 20 | $2K |
| NewSquare Capital LLC | 0.00% | New | 20 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 19 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 21 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 8 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 13 | $997 |
| Clearstead Trust, LLC | 0.00% | New | 12 | $920 |
| Financial Gravity Companies, Inc. | 0.00% | — | 9 | $690 |
| Brooklyn Investment Group | 0.00% | Reduce -79.0% | 8 | $614 |
| Rialto Wealth Management, LLC | 0.00% | New | 7 | $537 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $460 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +300.0% | 4 | $307 |
| Abound Wealth Management | 0.00% | No change | 3 | $230 |
| First Horizon Advisors, Inc. | 0.00% | Reduce -66.7% | 3 | $230 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 3 | $230 |
| Ameritas Advisory Services, LLC | 0.00% | New | 3 | $230 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $153 |
| Total Investment Management Inc. | 0.00% | New | 2 | $153 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $76 |
| Avion Wealth | 0.00% | New | 6 | $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.