American States WaterAWR
13F holders, Q3 2025 (September 30)368holders +8
42new positions
30sold out
8famous investors
$73.04avg. 13F price*
At the end of Q3 2025, 368 institutions reported holding American States Water Co. (AWR) in their 13F filings, up 8 from Q2 2025. 42 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($500.4M), Vanguard Group Inc. ($356.1M) and Neuberger Berman Group LLC ($176.7M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- American States Water Co.
- Filed as
- AMER STATES WTR CO (Q3 2025)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $25.9M |
| Exits | 30 | $18.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,155,361 shares bought and 1,694,857 shares sold, net +1,460,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| BlackRock, Inc. | 0.01% | Add +1.3% | 6,824,260 | $500.4M |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 4,857,245 | $356.1M |
| Neuberger Berman Group LLC | 0.13% | Add +35.2% | 2,409,918 | $176.7M |
| State Street Corp. | 0.01% | Add +1.2% | 2,068,309 | $151.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 905,028 | $66.4M |
| First Trust Advisors LP | 0.05% | Add +9.6% | 864,708 | $63.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.1% | 733,950 | $53.8M |
| Principal Financial Group Inc. | 0.03% | Add +55.9% | 720,766 | $52.8M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 588,788 | $43.2M |
| Invesco Ltd. | 0.01% | Reduce -1.1% | 578,033 | $42.4M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -39.1% | 573,480 | $42.0M |
| Northern Trust Corp. | 0.01% | Reduce -4.2% | 548,986 | $40.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 442,377 | $32.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.1% | 381,152 | $27.9M |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 323,182 | $23.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +17.9% | 312,562 | $22.9M |
| AQR Capital Management | 0.01% | Add +519.1% | 297,507 | $21.8M |
| Legal & General Group Plc | 0.00% | Reduce -43.9% | 249,405 | $18.3M |
| Robeco Schweiz AG | 0.34% | Reduce -13.8% | 204,647 | $15.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.5% | 202,189 | $14.8M |
| Victory Capital Management Inc. | 0.01% | Add +1.5% | 201,379 | $14.8M |
| Amundi | 0.00% | Add +2.7% | 208,331 | $14.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +238.3% | 174,361 | $12.8M |
| Bank of America Corp. | 0.00% | Reduce -4.9% | 166,131 | $12.2M |
| Deutsche Bank AG | 0.00% | Reduce -4.8% | 165,329 | $12.1M |
| Millennium Management | 0.01% | Reduce -27.2% | 164,542 | $12.1M |
| UBS Group AG | 0.00% | Add +76.6% | 160,260 | $11.8M |
| Perpetual Ltd | 0.14% | Add +1.1% | 154,382 | $11.3M |
| Public Sector Pension Investment Board | 0.04% | Add +14.4% | 150,206 | $11.0M |
| Assenagon Asset Management S.A. | 0.02% | Add +436.7% | 145,037 | $10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +130.5% | 143,403 | $10.5M |
| Kennedy Capital Management LLC | 0.22% | Reduce -4.3% | 134,254 | $9.8M |
| Rhumbline Advisers | 0.01% | Add +3.0% | 132,021 | $9.7M |
| Jane Street Group, LLC | 0.01% | Add +88.7% | 126,010 | $9.2M |
| HRT Financial LP | 0.03% | Add +265.7% | 120,098 | $8.8M |
| Renaissance Technologies | 0.01% | Add +234.5% | 117,400 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.0% | 113,743 | $8.3M |
| Cubist Systematic Strategies, LLC | 0.11% | New | 107,249 | $7.9M |
| Nuveen, LLC | 0.00% | Reduce -5.9% | 95,671 | $7.0M |
| ProShare Advisors LLC | 0.01% | Add +5.9% | 94,644 | $6.9M |
| D.A. Davidson & Co. | 0.04% | Add +0.3% | 93,820 | $6.9M |
| Franklin Resources Inc. | 0.00% | Add +512.8% | 187,949 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.1% | 82,848 | $6.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +1.6% | 79,806 | $5.9M |
| Barclays PLC | 0.00% | Reduce -14.9% | 78,707 | $5.8M |
| Tudor Investment Corporation | 0.04% | Add +206.4% | 78,504 | $5.8M |
| Swiss National Bank | 0.00% | Add +1.6% | 74,700 | $5.5M |
| Citadel Advisors | 0.00% | Reduce -4.3% | 71,231 | $5.2M |
| Trexquant Investment LP | 0.05% | Add +215.8% | 68,223 | $5.0M |
| Buck Wealth Strategies, LLC | 0.67% | Add +4.8% | 66,523 | $4.9M |
| New York State Teachers Retirement System | 0.01% | No change | 60,959 | $4.5M |
| Two Sigma Investments, LP | 0.01% | Add +96.8% | 60,229 | $4.4M |
| EULAV Asset Management | 0.10% | No change | 59,900 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +10.3% | 59,308 | $4.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.21% | Add +3.9% | 59,240 | $4.3M |
| NFJ Investment Group, LLC | 0.15% | Reduce -5.5% | 58,816 | $4.3M |
| Dark Forest Capital Management LP | 0.16% | Add +316.7% | 58,196 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +22.0% | 57,879 | $4.2M |
| Man Group plc | 0.01% | Reduce -7.8% | 57,274 | $4.2M |
| Cornerstone Wealth Management, LLC | 0.23% | Add +5.5% | 57,079 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -16.2% | 54,845 | $4.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +3.5% | 51,989 | $3.8M |
| TD Asset Management Inc | 0.00% | No change | 47,200 | $3.5M |
| Gabelli Funds LLC | 0.02% | No change | 45,500 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 45,234 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | Add +1.2% | 44,826 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -34.4% | 44,072 | $3.2M |
| Prudential Financial Inc. | 0.00% | Reduce -1.3% | 43,016 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.9% | 41,814 | $3.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +121.0% | 41,341 | $3.0M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -10.4% | 41,233 | $3.0M |
| Ieq Capital, LLC | 0.01% | New | 40,488 | $3.0M |
| Algert Global LLC | 0.05% | Add +430.4% | 39,250 | $2.9M |
| Martingale Asset Management L P | 0.07% | Add +14.5% | 38,791 | $2.8M |
| SkyOak Wealth, LLC | 0.52% | Reduce -1.0% | 37,226 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -5.1% | 36,035 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +16.5% | 35,231 | $2.6M |
| Holocene Advisors, LP | 0.01% | Add +19.8% | 34,682 | $2.5M |
| Engineers Gate Manager LP | 0.03% | New | 34,386 | $2.5M |
| LPL Financial LLC | 0.00% | Add +16.7% | 33,736 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +35.3% | 32,896 | $2.4M |
| Van Hulzen Asset Management, LLC | 0.17% | Add +44.4% | 32,057 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.1% | 28,872 | $2.1M |
| Magellan Asset Management Ltd | 0.03% | Add +8.4% | 28,804 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +18.5% | 28,521 | $2.1M |
| Storebrand Asset Management As | 0.01% | No change | 28,371 | $2.1M |
| Mariner, LLC | 0.00% | Add +17.8% | 27,990 | $2.1M |
| Cozad Asset Management Inc. | 0.16% | Add +1.1% | 27,344 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Add +686.9% | 24,504 | $1.8M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -27.9% | 24,248 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +216.1% | 24,124 | $1.8M |
| Cwm, LLC | 0.01% | Add +513.6% | 23,920 | $1.8M |
| Creative Planning | 0.00% | Add +18.8% | 23,576 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.8% | 23,575 | $1.7M |
| Macquarie Group Ltd. | 0.00% | Add +36.4% | 23,338 | $1.7M |
| First National Corp. /Ma/ | 0.32% | Reduce -0.3% | 23,673 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | New | 22,357 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +20.0% | 22,284 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +411.9% | 21,840 | $1.6M |
| FMR LLC | 0.00% | Reduce -2.0% | 21,175 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.4% | 21,002 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.4% | 20,773 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -10.1% | 20,610 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +35.4% | 20,414 | $1.5M |
| CenterBook Partners LP | 0.07% | Reduce -16.0% | 20,174 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.5% | 20,116 | $1.5M |
| Arax Advisory Partners | 0.02% | Add +31517.7% | 19,603 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.3% | 18,983 | $1.4M |
| Alps Advisors Inc. | 0.01% | Add +50.5% | 18,801 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.0% | 18,386 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.7% | 17,700 | $1.3M |
| Aigen Investment Management, LP | 0.20% | New | 17,630 | $1.3M |
| Voloridge Investment Management, LLC | 0.00% | New | 17,572 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -19.7% | 16,754 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -8.5% | 16,537 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 16,496 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.5% | 16,225 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.3% | 16,056 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +21.8% | 15,512 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +35.2% | 15,217 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -55.9% | 15,075 | $1.1M |
| QSV Equity Investors LLC | 1.12% | No change | 14,971 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +53.2% | 14,781 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +150.3% | 14,616 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Add +52.1% | 14,363 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +7.0% | 13,956 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 13,834 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | No change | 13,800 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +23.4% | 13,712 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +143.4% | 15,398 | $985K |
| State of Tennessee, Department of Treasury | 0.00% | Add +46.4% | 13,294 | $975K |
| Quantbot Technologies LP | 0.03% | Reduce -43.5% | 13,260 | $972K |
| HCR Wealth Advisors | 0.10% | Add +19.7% | 13,738 | $967K |
| Weatherly Asset Management L. P. | 0.08% | Reduce -3.3% | 13,087 | $960K |
| AlphaQuest LLC | 0.06% | New | 12,894 | $945K |
| Danske Bank A/S | 0.00% | Reduce -91.2% | 12,776 | $937K |
| Comerica Bank | 0.00% | Reduce -12.8% | 12,634 | $926K |
| New York State Common Retirement Fund | 0.00% | No change | 12,313 | $903K |
| Yousif Capital Management, LLC | 0.01% | Reduce -17.1% | 11,902 | $873K |
| Citigroup Inc. | 0.00% | Reduce -74.8% | 11,756 | $862K |
| Mercer Global Advisors Inc. | 0.00% | Add +221.9% | 11,583 | $849K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 11,395 | $835K |
| Aquatic Capital Management LLC | 0.02% | Reduce -54.1% | 11,384 | $835K |
| Amalgamated Bank | 0.01% | Add +1.8% | 11,144 | $817K |
| Verition Fund Management LLC | 0.00% | Reduce -48.8% | 11,063 | $811K |
| Jacobi Capital Management LLC | 0.05% | Reduce -3.2% | 10,983 | $805K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +27.9% | 10,932 | $802K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 10,901 | $799K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,874 | $797K |
| Blackhill Capital Inc. | 0.04% | No change | 10,800 | $792K |
| Stifel Financial Corp. | 0.00% | Reduce -26.1% | 10,767 | $789K |
| Captrust Financial Advisors | 0.00% | Add +72.6% | 10,657 | $781K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.2% | 10,474 | $768K |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 10,310 | $756K |
| Sei Investments Co. | 0.00% | Add +27.6% | 10,042 | $736K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.1% | 10,008 | $734K |
| Freestone Grove Partners LP | 0.01% | Add +73.5% | 9,855 | $723K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +13.7% | 9,648 | $707K |
| Bridgewater Associates | 0.00% | New | 9,626 | $706K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 9,489 | $698K |
| Lido Advisors, LLC | 0.00% | Reduce -3.0% | 9,233 | $677K |
| Entropy Technologies, LP | 0.05% | Add +65.9% | 9,061 | $664K |
| Gotham Asset Management | 0.00% | Add +43.2% | 8,774 | $643K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.3% | 8,649 | $634K |
| iSAM Funds (UK) Ltd | 0.13% | New | 8,390 | $615K |
| Tidal Investments LLC | 0.00% | Reduce -3.1% | 8,149 | $597K |
| Manchester Capital Management LLC | 0.08% | Reduce -0.1% | 8,074 | $592K |
| Cullen Capital Management, LLC | 0.01% | No change | 8,074 | $592K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.6% | 8,001 | $587K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 7,966 | $584K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.5% | 7,958 | $583K |
| Kennondale Capital Management LLC | 0.44% | Add +42.8% | 7,912 | $580K |
| First Pacific Financial | 0.08% | Reduce -2.1% | 7,880 | $578K |
| Horizon Investments, LLC | 0.01% | Add +10.2% | 7,720 | $566K |
| US Bancorp \de | 0.00% | Add +2.1% | 7,663 | $562K |
| Oxford Asset Management LLP | 0.18% | Add +37.5% | 7,545 | $553K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 7,408 | $543K |
| Atria Investments, Inc | 0.01% | Add +87.3% | 7,280 | $534K |
| Gsa Capital Partners LLP | 0.04% | Add +150.1% | 7,234 | $530K |
| King Wealth Management Group | 0.06% | No change | 7,000 | $513K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 6,994 | $513K |
| Voya Investment Management LLC | 0.00% | Reduce -33.2% | 6,944 | $509K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -60.4% | 6,936 | $509K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | Reduce -5.5% | 6,915 | $507K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -7.7% | 6,755 | $495K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -5.4% | 6,640 | $487K |
| Fruth Investment Management | 0.13% | Reduce -5.9% | 6,400 | $469K |
| Virtu Financial LLC | 0.03% | New | 6,377 | $468K |
| Inspire Investing, LLC | 0.04% | Add +20.6% | 6,288 | $461K |
| DRW Securities, LLC | 0.02% | Add +43.2% | 6,198 | $451K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.0% | 6,018 | $441K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 6,000 | $440K |
| Janney Montgomery Scott LLC | 0.00% | Add +21.0% | 5,879 | $431K |
| PharVision Advisers, LLC | 0.24% | Add +81.6% | 5,847 | $429K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.7% | 5,822 | $427K |
| Gitterman Wealth Management, LLC | 0.09% | Add +116.8% | 5,636 | $413K |
| Financial Advisors Network, Inc. | 0.06% | No change | 5,636 | $413K |
| Quadrant Capital Group LLC | 0.01% | Reduce -11.7% | 5,543 | $406K |
| Cim, LLC | 0.05% | Add +0.6% | 5,503 | $403K |
| Pathstone Holdings, LLC | 0.00% | Add +1.0% | 5,418 | $397K |
| Baird Financial Group, Inc. | 0.00% | Add +60.7% | 5,240 | $384K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -1.5% | 5,212 | $382K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.9% | 5,191 | $381K |
| Groupe la Francaise | 0.01% | New | 5,172 | $379K |
| Bridgefront Capital, LLC | 0.11% | New | 5,125 | $376K |
| Clear Creek Financial Management, LLC | 0.03% | New | 5,027 | $369K |
| Virtus Advisers, LLC | 0.20% | No change | 4,803 | $352K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.7% | 4,784 | $351K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.4% | 4,738 | $347K |
| ELCO Management Co., LLC | 0.18% | Reduce -15.3% | 4,580 | $336K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -8.0% | 4,499 | $330K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $328K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 4,468 | $328K |
| Evergreen Capital Management LLC | 0.01% | New | 4,390 | $322K |
| Ritholtz Wealth Management | 0.01% | Reduce -9.5% | 4,337 | $318K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.8% | 4,314 | $316K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,280 | $314K |
| Axq Capital, LP | 0.12% | New | 4,143 | $304K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,126 | $303K |
| Squarepoint Ops LLC | 0.00% | Reduce -69.0% | 4,120 | $302K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,076 | $299K |
| Brighton Jones LLC | 0.01% | New | 3,986 | $292K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,918 | $287K |
| Pathway Financial Advisers, LLC | 0.08% | Add +0.7% | 3,806 | $279K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,645 | $267K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,645 | $267K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -5.5% | 3,601 | $264K |
| Ballentine Partners, LLC | 0.00% | Add +0.7% | 3,580 | $262K |
| Choreo, LLC | 0.00% | Reduce -42.4% | 3,559 | $261K |
| Vista Investment Partners LLC | 0.07% | No change | 3,500 | $257K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.8% | 3,463 | $254K |
| Blankinship & Foster, LLC | 0.06% | Reduce -22.2% | 3,462 | $254K |
| Redmond Asset Management, LLC | 0.06% | Reduce -12.7% | 3,450 | $253K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -10.6% | 3,411 | $250K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.8% | 3,346 | $245K |
| Merit Financial Group, LLC | 0.00% | New | 3,308 | $243K |
| Blair William & Co. | 0.00% | Reduce -4.2% | 3,304 | $242K |
| WFA of San Diego, LLC | 0.16% | No change | 3,272 | $240K |
| 111 Capital | 0.05% | New | 3,269 | $240K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -17.1% | 3,234 | $237K |
| MGB Wealth Management, LLC | 0.07% | Reduce -2.6% | 3,234 | $237K |
| Glenmede Investment Management, LP | 0.00% | Add +18.6% | 3,204 | $235K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 3,200 | $235K |
| Wealthfront Advisers LLC | 0.00% | Add +2.4% | 3,189 | $234K |
| Syon Capital LLC | 0.01% | New | 3,100 | $227K |
| Krilogy Financial LLC | 0.01% | New | 3,052 | $226K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 3,075 | $225K |
| Mgo One Seven LLC | 0.01% | New | 3,072 | $225K |
| Xponance LLC | 0.00% | Reduce -8.4% | 3,025 | $222K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.5% | 3,002 | $220K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $220K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,000 | $220K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $214K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 2,872 | $211K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,865 | $210K |
| Oak Hill Wealth Advisors, LLC | 0.04% | No change | 2,800 | $205K |
| Kelly Lawrence W & Associates Inc. | 0.05% | No change | 2,780 | $204K |
| Smartleaf Asset Management LLC | 0.01% | Add +6.5% | 2,729 | $196K |
| Coston, McIsaac & Partners | 0.04% | Add +0.3% | 2,384 | $174K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.0% | 2,226 | $163K |
| Front Row Advisors LLC | 0.05% | No change | 2,000 | $147K |
| Adirondack Trust Co. | 0.05% | No change | 2,000 | $147K |
| Assetmark, Inc. | 0.00% | Add +96.9% | 1,792 | $131K |
| GAMMA Investing LLC | 0.01% | Reduce -17.6% | 1,742 | $128K |
| Allworth Financial LP | 0.00% | Add +19.4% | 1,646 | $121K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +119.1% | 1,580 | $116K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -0.1% | 1,537 | $113K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -55.7% | 1,454 | $107K |
| Asset Planning,Inc | 0.08% | No change | 1,450 | $106K |
| Creative Financial Designs Inc. | 0.01% | Reduce -83.4% | 1,419 | $104K |
| Jones Financial Companies LLLP | 0.00% | Add +1.3% | 1,379 | $100K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,326 | $97K |
| Trust Co. of Vermont | 0.00% | Reduce -3.4% | 1,300 | $95K |
| Farther Finance Advisors, LLC | 0.00% | Add +34.3% | 1,270 | $93K |
| Gables Capital Management Inc. | 0.04% | No change | 1,250 | $92K |
| Glen Eagle Advisors, LLC | 0.01% | Add +3.3% | 1,236 | $91K |
| Essential Partners LLC | 0.03% | Add +1338.5% | 1,194 | $88K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,148 | $84K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.5% | 1,145 | $84K |
| Hantz Financial Services, Inc. | 0.00% | Add +14025.0% | 1,130 | $83K |
| KBC Group NV | 0.00% | No change | 1,130 | $83K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 1,108 | $81K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $73K |
| Quarry LP | 0.02% | Reduce -6.1% | 999 | $73K |
| Sterling Capital Management LLC | 0.00% | Add +133.3% | 987 | $72K |
| Advisory Services Network, LLC | 0.00% | New | 976 | $72K |
| Huntington National Bank | 0.00% | No change | 941 | $69K |
| AdvisorNet Financial, Inc | 0.00% | No change | 935 | $69K |
| Bokf, NA | 0.00% | No change | 917 | $67K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.6% | 834 | $61K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 804 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.6% | 779 | $57K |
| Covestor Ltd | 0.03% | Reduce -0.1% | 699 | $51K |
| Clearstead Advisors, LLC | 0.00% | Add +3.8% | 650 | $48K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 620 | $45K |
| Whittier Trust Co. | 0.00% | Add +0.2% | 611 | $43K |
| Federated Hermes, Inc. | 0.00% | Reduce -7.9% | 559 | $41K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +610.5% | 540 | $40K |
| Wealthspire Advisors, LLC | 0.00% | New | 502 | $37K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $37K |
| Signaturefd, LLC | 0.00% | Reduce -9.2% | 457 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 430 | $32K |
| Versant Capital Management, Inc | 0.00% | Reduce -1.4% | 414 | $30K |
| Golden State Wealth Management, LLC | 0.00% | No change | 393 | $29K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 388 | $28K |
| Pflug Koory, LLC | 0.01% | No change | 371 | $27K |
| Shell Asset Management Co. | 0.00% | Reduce -63.6% | 370 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -11.7% | 362 | $27K |
| State of Wyoming | 0.00% | Add +2.1% | 346 | $25K |
| Natixis | 0.00% | No change | 310 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $23K |
| Hilltop National Bank | 0.01% | No change | 300 | $22K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 276 | $20K |
| Salomon & Ludwin, LLC | 0.00% | New | 273 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -15.7% | 257 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $18K |
| Root Financial Partners, LLC | 0.00% | New | 224 | $16K |
| Hemington Wealth Management | 0.00% | Reduce -3.5% | 220 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.5% | 216 | $16K |
| Fifth Third Bancorp | 0.00% | Reduce -9.4% | 192 | $14K |
| UMB Bank, n.a. | 0.00% | Add +48.0% | 188 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +171.0% | 168 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -3.3% | 147 | $11K |
| SWAN Capital LLC | 0.00% | No change | 150 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 141 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 140 | $10K |
| Quent Capital, LLC | 0.00% | New | 140 | $10K |
| Bessemer Group Inc. | 0.00% | Reduce -99.9% | 138 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +65.3% | 119 | $9K |
| Redwood Park Advisors LLC | 0.01% | No change | 111 | $8K |
| True Wealth Design, LLC | 0.00% | Add +25.9% | 107 | $8K |
| Leonteq Securities AG | 0.00% | Add +26.8% | 104 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +114.9% | 101 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $7K |
| Simplex Trading, LLC | 0.00% | New | 90 | $6K |
| Rothschild Investment LLC | 0.00% | Add +12.9% | 79 | $6K |
| Principal Securities, Inc. | 0.00% | Reduce -9.3% | 49 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +140.0% | 48 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 38 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 35 | $3K |
| LRI Investments, LLC | 0.00% | No change | 31 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $2K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 31 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 25 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 21 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -17.4% | 19 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -54.0% | 17 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 17 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 13 | $953 |
| Clearstead Trust, LLC | 0.00% | No change | 12 | $880 |
| Larson Financial Group LLC | 0.00% | Reduce -77.8% | 10 | $733 |
| First Horizon Corp. | 0.00% | — | 9 | $660 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 7 | $513 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $448 |
| MAI Capital Management | 0.00% | Reduce -96.2% | 4 | $294 |
| Cornerstone Planning Group LLC | 0.00% | New | 4 | $286 |
| Abound Wealth Management | 0.00% | No change | 3 | $220 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $147 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 2 | $147 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -85.7% | 1 | $74 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $73 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $73 |
| Avion Wealth | 0.00% | Add +16.7% | 7 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $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.