American States WaterAWR

13F holders, Q2 2025 (June 30)
360holders +4
36new positions
35sold out
7famous investors
$76.67avg. 13F price*

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

0100200300400500 Q1 2024: 334Q1 2024Q2 2024: 338Q2 2024Q3 2024: 343Q3 2024Q4 2024: 345Q4 2024Q1 2025: 356Q1 2025Q2 2025: 360Q2 2025Q3 2025: 368Q3 2025Q4 2025: 361Q4 2025Q1 2026: 377Q1 2026Q2 2026: 410Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$25.1M
Exits35$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.