American States WaterAWR
13F holders, Q4 2025 (December 31)361holders −7
33new positions
42sold out
8famous investors
$72.48avg. 13F price*
At the end of Q4 2025, 361 institutions reported holding American States Water Co. (AWR) in their 13F filings, down 7 from Q3 2025. 33 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($505.1M), Vanguard Group Inc. ($360.7M) and Neuberger Berman Group LLC ($183.0M). 8 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- American States Water Co.
- Filed as
- AMER STATES WTR CO (Q4 2025)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $24.9M |
| Exits | 42 | $48.3M |
All 13F filers, Q3 2025 → Q4 2025: 2,877,510 shares bought and 2,329,310 shares sold, net +548,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 361 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 6,969,137 | $505.1M |
| Vanguard Group Inc. | 0.01% | Add +2.4% | 4,975,947 | $360.7M |
| Neuberger Berman Group LLC | 0.14% | Add +4.8% | 2,524,297 | $183.0M |
| State Street Corp. | 0.00% | Reduce -2.2% | 2,023,621 | $146.7M |
| Morgan Stanley | 0.01% | Add +128.8% | 1,347,240 | $97.6M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 907,840 | $65.8M |
| First Trust Advisors LP | 0.04% | Reduce -5.3% | 819,196 | $59.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.8% | 739,848 | $53.6M |
| Pictet Asset Management Holding SA | 0.05% | Add +28.7% | 738,039 | $53.5M |
| Invesco Ltd. | 0.00% | Add +12.5% | 650,286 | $47.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.6% | 462,887 | $33.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +47.2% | 460,050 | $33.3M |
| Northern Trust Corp. | 0.00% | Reduce -16.8% | 456,804 | $33.1M |
| AQR Capital Management | 0.02% | Add +37.7% | 409,638 | $29.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.2% | 334,841 | $24.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.7% | 262,692 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.8% | 250,206 | $18.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 244,441 | $17.7M |
| Victory Capital Management Inc. | 0.01% | Add +16.0% | 233,567 | $16.9M |
| Amundi | 0.01% | Add +11.8% | 232,822 | $16.9M |
| Kennedy Capital Management LLC | 0.29% | Add +41.1% | 189,387 | $13.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -74.3% | 184,913 | $13.4M |
| Bank of America Corp. | 0.00% | Add +2.7% | 170,551 | $12.4M |
| Deutsche Bank AG | 0.00% | Add +1.3% | 167,531 | $12.1M |
| HRT Financial LP | 0.04% | Add +35.7% | 162,934 | $11.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +632.9% | 153,931 | $11.2M |
| Perpetual Ltd | 0.16% | Reduce -2.8% | 150,034 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.0% | 149,112 | $10.8M |
| UBS Group AG | 0.00% | Reduce -12.2% | 140,669 | $10.2M |
| Public Sector Pension Investment Board | 0.03% | Reduce -10.8% | 134,025 | $9.7M |
| Trexquant Investment LP | 0.08% | Add +91.7% | 130,791 | $9.5M |
| Nuveen, LLC | 0.00% | Add +33.0% | 127,218 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -10.2% | 118,528 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 113,154 | $8.2M |
| Millennium Management | 0.01% | Reduce -33.9% | 108,748 | $7.9M |
| D. E. Shaw & Co. | 0.01% | Add +82.4% | 105,556 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -43.4% | 98,683 | $7.2M |
| D.A. Davidson & Co. | 0.04% | Add +2.5% | 96,169 | $7.0M |
| ProShare Advisors LLC | 0.01% | Reduce -1.8% | 92,986 | $6.7M |
| Barclays PLC | 0.00% | Add +15.0% | 90,517 | $6.6M |
| Two Sigma Investments, LP | 0.01% | Add +45.5% | 87,651 | $6.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.3% | 79,583 | $5.8M |
| Leith Wheeler Investment Counsel Ltd. | 0.43% | New | 78,500 | $5.7M |
| Swiss National Bank | 0.00% | Add +1.7% | 76,000 | $5.5M |
| Citadel Advisors | 0.00% | Add +4.5% | 74,435 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +24.4% | 73,804 | $5.3M |
| ExodusPoint Capital Management, LP | 0.06% | New | 72,218 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -15.4% | 70,066 | $5.1M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +25.7% | 65,341 | $4.7M |
| New York State Teachers Retirement System | 0.01% | Add +6.1% | 64,655 | $4.7M |
| Cornerstone Wealth Management, LLC | 0.23% | Add +5.7% | 60,309 | $4.4M |
| EULAV Asset Management | 0.12% | No change | 59,900 | $4.3M |
| Man Group plc | 0.01% | Reduce -0.2% | 57,148 | $4.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Reduce -4.0% | 56,885 | $4.1M |
| Ieq Capital, LLC | 0.01% | Add +32.8% | 53,760 | $3.9M |
| Cetera Investment Advisers | 0.00% | Add +158.6% | 52,783 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.2% | 51,444 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.9% | 50,145 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.3% | 49,956 | $3.6M |
| Martingale Asset Management L P | 0.09% | Add +19.6% | 46,405 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +87.1% | 45,839 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -61.1% | 45,700 | $3.3M |
| Gabelli Funds LLC | 0.02% | No change | 45,500 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | No change | 44,826 | $3.2M |
| TD Asset Management Inc | 0.00% | Reduce -5.1% | 44,800 | $3.2M |
| Engineers Gate Manager LP | 0.04% | Add +27.0% | 43,672 | $3.2M |
| Point72 Asset Management | 0.01% | New | 43,348 | $3.1M |
| Bessemer Group Inc. | 0.00% | Add +31298.5% | 43,330 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 41,898 | $3.0M |
| Maryland State Retirement & Pension System | 0.06% | Add +1.4% | 41,807 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +81.9% | 40,535 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -6.0% | 40,434 | $2.9M |
| Algert Global LLC | 0.04% | No change | 39,250 | $2.8M |
| Mariner, LLC | 0.00% | Add +38.3% | 38,695 | $2.8M |
| SkyOak Wealth, LLC | 0.48% | Reduce -0.5% | 37,033 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 35,996 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -82.1% | 33,597 | $2.4M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.09% | — | 32,829 | $2.4M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -1.2% | 32,512 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -21.7% | 32,367 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -7.9% | 31,066 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -75.4% | 30,986 | $2.2M |
| Magellan Asset Management Ltd | 0.03% | Add +6.1% | 30,571 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.5% | 29,807 | $2.2M |
| Van Hulzen Asset Management, LLC | 0.16% | Reduce -8.1% | 29,451 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.7% | 28,980 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +19.4% | 28,797 | $2.1M |
| Storebrand Asset Management As | 0.01% | Reduce -1.4% | 27,978 | $2.0M |
| Creative Planning | 0.00% | Add +16.6% | 27,499 | $2.0M |
| Cwm, LLC | 0.01% | Add +14.8% | 27,456 | $2.0M |
| Dark Forest Capital Management LP | 0.09% | Reduce -55.2% | 26,084 | $1.9M |
| CenterBook Partners LP | 0.09% | Add +25.3% | 25,281 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +66.5% | 24,611 | $1.8M |
| Holocene Advisors, LP | 0.00% | Reduce -33.1% | 23,204 | $1.7M |
| Lazard Asset Management LLC | 0.00% | New | 23,193 | $1.7M |
| HSBC Holdings PLC | 0.00% | New | 23,070 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.1% | 22,128 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.3% | 22,092 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +63.3% | 21,715 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.7% | 21,825 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +42.3% | 21,652 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.0% | 21,244 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.6% | 20,945 | $1.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -10.9% | 20,795 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +3.2% | 20,756 | $1.5M |
| Bridgewater Associates | 0.01% | Add +114.9% | 20,686 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +25.5% | 19,469 | $1.4M |
| Gotham Asset Management | 0.01% | Add +119.6% | 19,266 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | Reduce -69.4% | 17,993 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.7% | 17,901 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | No change | 17,700 | $1.3M |
| Alps Advisors Inc. | 0.01% | Reduce -6.3% | 17,623 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +2.7% | 16,665 | $1.2M |
| Intech Investment Management LLC | 0.01% | No change | 16,537 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 16,496 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 16,408 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Add +15.6% | 15,856 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +34.1% | 15,534 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -47.3% | 15,225 | $1.1M |
| Sei Investments Co. | 0.00% | Add +49.0% | 14,959 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +8.0% | 14,900 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +6.5% | 14,865 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -13.7% | 14,466 | $1.0M |
| Ethic Inc. | 0.02% | New | 14,363 | $1.0M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -0.6% | 14,281 | $1.0M |
| HCR Wealth Advisors | 0.09% | Reduce -4.1% | 13,176 | $955K |
| Weatherly Asset Management L. P. | 0.07% | Reduce -0.1% | 13,071 | $947K |
| Balyasny Asset Management L.P. | 0.00% | Add +80.0% | 12,486 | $905K |
| New York State Common Retirement Fund | 0.00% | No change | 12,313 | $892K |
| Handelsbanken Fonder AB | 0.00% | Reduce -11.8% | 12,200 | $884K |
| Graham Capital Management, L.P. | 0.04% | New | 12,019 | $871K |
| Captrust Financial Advisors | 0.00% | Add +11.7% | 11,900 | $862K |
| Jacobi Capital Management LLC | 0.05% | Add +1.9% | 11,194 | $811K |
| Amalgamated Bank | 0.01% | Add +0.5% | 11,195 | $811K |
| Hunter Perkins Capital Management, LLC | 0.18% | New | 11,003 | $797K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.0% | 10,477 | $784K |
| Blackhill Capital Inc. | 0.04% | No change | 10,800 | $783K |
| Arizona State Retirement System | 0.00% | Reduce -5.5% | 10,765 | $780K |
| Private Advisor Group, LLC | 0.00% | Reduce -33.3% | 10,712 | $776K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,474 | $759K |
| Teacher Retirement System of Texas | 0.00% | Reduce -28.4% | 10,462 | $758K |
| Aigen Investment Management, LP | 0.17% | Reduce -41.0% | 10,402 | $754K |
| Verition Fund Management LLC | 0.00% | Reduce -6.0% | 10,400 | $754K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.2% | 10,338 | $752K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -6.2% | 10,257 | $743K |
| Focus Partners Wealth | 0.00% | Reduce -34.4% | 10,103 | $732K |
| QSV Equity Investors LLC | 1.08% | Reduce -32.9% | 10,039 | $728K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.0% | 10,011 | $726K |
| Comerica Bank | 0.00% | Reduce -22.8% | 9,753 | $707K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -11.6% | 9,613 | $696K |
| Legato Capital Management LLC | 0.06% | New | 9,432 | $684K |
| Lido Advisors, LLC | 0.00% | Reduce -0.0% | 9,232 | $677K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.7% | 9,177 | $665K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 9,154 | $664K |
| Stifel Financial Corp. | 0.00% | Reduce -15.3% | 9,124 | $661K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.3% | 8,849 | $641K |
| Citigroup Inc. | 0.00% | Reduce -26.8% | 8,604 | $624K |
| FMR LLC | 0.00% | Reduce -60.9% | 8,276 | $600K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 8,195 | $594K |
| Tidal Investments LLC | 0.00% | Reduce -0.8% | 8,088 | $586K |
| Cullen Capital Management, LLC | 0.01% | Reduce -1.6% | 7,943 | $576K |
| Meeder Advisory Services, Inc. | 0.02% | Add +132.0% | 7,913 | $574K |
| Kennondale Capital Management LLC | 0.42% | No change | 7,912 | $573K |
| US Bancorp \de | 0.00% | Add +2.9% | 7,887 | $572K |
| AlphaQuest LLC | 0.03% | Reduce -40.9% | 7,619 | $552K |
| First Pacific Financial | 0.07% | Reduce -3.8% | 7,581 | $549K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 7,408 | $537K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +25.8% | 7,321 | $531K |
| Abacus Wealth Partners, LLC | 0.05% | New | 7,146 | $518K |
| Atria Investments, Inc | 0.01% | Reduce -2.2% | 7,117 | $516K |
| Susquehanna International Group, LLP | 0.00% | Add +48.5% | 7,102 | $515K |
| Perigon Wealth Management, LLC | 0.01% | New | 7,063 | $512K |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 7,054 | $511K |
| King Wealth Management Group | 0.06% | No change | 7,000 | $507K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 6,915 | $501K |
| Voya Investment Management LLC | 0.00% | Reduce -1.5% | 6,841 | $496K |
| Clear Creek Financial Management, LLC | 0.04% | Add +34.9% | 6,780 | $491K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.5% | 6,774 | $491K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -1.0% | 6,687 | $485K |
| Inspire Investing, LLC | 0.04% | Add +4.4% | 6,564 | $476K |
| American Century Companies Inc. | 0.00% | New | 6,518 | $473K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -70.4% | 6,456 | $468K |
| Baird Financial Group, Inc. | 0.00% | Add +22.5% | 6,418 | $465K |
| Fruth Investment Management | 0.12% | No change | 6,400 | $463K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -4.9% | 6,316 | $458K |
| Financial Advisors Network, Inc. | 0.06% | Add +6.6% | 6,006 | $435K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 6,000 | $435K |
| Canada Pension Plan Investment Board | 0.00% | New | 5,900 | $428K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,879 | $426K |
| Merit Financial Group, LLC | 0.00% | Add +72.8% | 5,717 | $414K |
| Quadrant Capital Group LLC | 0.01% | Add +0.7% | 5,584 | $405K |
| Jump Financial, LLC | 0.01% | New | 5,574 | $404K |
| First Citizens Bank & Trust Co. | 0.01% | Add +48.0% | 5,331 | $386K |
| Groupe la Francaise | 0.01% | Add +2.2% | 5,288 | $383K |
| Farther Finance Advisors, LLC | 0.00% | Add +316.0% | 5,283 | $383K |
| Cim, LLC | 0.05% | Reduce -4.7% | 5,247 | $380K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +48.1% | 5,130 | $372K |
| Virtus Advisers, LLC | 0.17% | No change | 4,803 | $348K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -8.0% | 4,793 | $347K |
| Vise Technologies, Inc. | 0.01% | New | 4,486 | $325K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $324K |
| Ritholtz Wealth Management | 0.01% | Add +2.4% | 4,443 | $322K |
| XTX Topco Ltd | 0.01% | New | 4,437 | $322K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.6% | 4,425 | $321K |
| Pallas Capital Advisors LLC | 0.01% | Add +11.0% | 4,349 | $315K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.6% | 4,331 | $314K |
| ELCO Management Co., LLC | 0.20% | Reduce -5.5% | 4,330 | $314K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.1% | 4,313 | $313K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,280 | $310K |
| SummitTX Capital, L.P. | 0.01% | New | 4,268 | $309K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -5.0% | 4,244 | $308K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,076 | $295K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.5% | 4,049 | $293K |
| Swiss Life Asset Management Ltd | 0.00% | New | 4,046 | $293K |
| Choreo, LLC | 0.00% | Add +10.5% | 3,933 | $288K |
| Pathway Financial Advisers, LLC | 0.08% | Add +0.7% | 3,831 | $278K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,645 | $264K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,645 | $264K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.8% | 3,515 | $255K |
| Vista Investment Partners LLC | 0.07% | No change | 3,500 | $254K |
| Blankinship & Foster, LLC | 0.05% | Add +0.0% | 3,463 | $251K |
| Smartleaf Asset Management LLC | 0.01% | Add +25.0% | 3,412 | $249K |
| Evergreen Capital Management LLC | 0.01% | Reduce -22.0% | 3,426 | $248K |
| Freestone Grove Partners LP | 0.00% | Reduce -65.6% | 3,392 | $246K |
| Wealthfront Advisers LLC | 0.00% | Add +4.7% | 3,339 | $242K |
| Blair William & Co. | 0.00% | Add +0.5% | 3,322 | $241K |
| PharVision Advisers, LLC | 0.12% | Reduce -43.6% | 3,300 | $239K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +7.1% | 3,292 | $239K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -45.7% | 3,268 | $237K |
| MGB Wealth Management, LLC | 0.07% | Add +0.0% | 3,235 | $234K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,234 | $234K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 3,200 | $232K |
| Mgo One Seven LLC | 0.00% | Add +2.6% | 3,152 | $228K |
| Redmond Asset Management, LLC | 0.06% | Reduce -8.7% | 3,150 | $228K |
| GAMMA Investing LLC | 0.01% | Add +80.8% | 3,149 | $228K |
| Allworth Financial LP | 0.00% | Add +88.9% | 3,110 | $225K |
| Cozad Asset Management Inc. | 0.02% | Reduce -88.6% | 3,110 | $225K |
| Xponance LLC | 0.00% | Add +1.0% | 3,056 | $221K |
| Parallel Advisors, LLC | 0.00% | Add +5.6% | 3,033 | $220K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,000 | $217K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $217K |
| Pathstone Holdings, LLC | 0.00% | Reduce -44.9% | 2,984 | $216K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $212K |
| Gsa Capital Partners LLP | 0.02% | Reduce -59.7% | 2,915 | $211K |
| Entropy Technologies, LP | 0.01% | Reduce -68.5% | 2,855 | $207K |
| Jones Financial Companies LLLP | 0.00% | Add +104.1% | 2,814 | $204K |
| Profund Advisors LLC | 0.01% | New | 2,787 | $202K |
| Kelly Lawrence W & Associates Inc. | 0.05% | No change | 2,780 | $201K |
| WFA of San Diego, LLC | 0.13% | Reduce -26.3% | 2,411 | $175K |
| Coston, McIsaac & Partners | 0.04% | Add +0.4% | 2,393 | $173K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.6% | 2,350 | $170K |
| Front Row Advisors LLC | 0.05% | No change | 2,000 | $145K |
| Adirondack Trust Co. | 0.05% | No change | 2,000 | $145K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.8% | 1,687 | $122K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,537 | $111K |
| Caitlin John, LLC | 0.07% | New | 1,535 | $111K |
| Asset Planning,Inc | 0.07% | No change | 1,450 | $105K |
| Global Retirement Partners, LLC | 0.00% | Add +1.7% | 1,348 | $98K |
| Covestor Ltd | 0.05% | Add +88.8% | 1,320 | $96K |
| Trust Co. of Vermont | 0.00% | No change | 1,300 | $94K |
| Gables Capital Management Inc. | 0.04% | No change | 1,250 | $91K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,212 | $88K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.7% | 1,190 | $86K |
| KBC Group NV | 0.00% | No change | 1,130 | $82K |
| Essential Partners LLC | 0.03% | Reduce -6.0% | 1,122 | $81K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,108 | $80K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -5.6% | 1,067 | $77K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -9.8% | 1,033 | $75K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -29.0% | 1,032 | $75K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -21.9% | 965 | $70K |
| Sterling Capital Management LLC | 0.00% | Reduce -4.6% | 942 | $68K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.1% | 936 | $68K |
| Bokf, NA | 0.00% | No change | 917 | $66K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.7% | 840 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.8% | 832 | $60K |
| Ameriflex Group, Inc. | 0.03% | New | 809 | $59K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 804 | $58K |
| Plato Investment Management Ltd | 0.00% | New | 624 | $45K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 624 | $45K |
| Motiv8 Investments LLC | 0.02% | New | 625 | $45K |
| Creative Financial Designs Inc. | 0.00% | Reduce -56.5% | 618 | $45K |
| Whittier Trust Co. | 0.00% | No change | 611 | $44K |
| Danske Bank A/S | 0.00% | Reduce -95.3% | 600 | $43K |
| IFP Advisors, Inc | 0.00% | Add +113.6% | 549 | $40K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.8% | 549 | $40K |
| MAI Capital Management | 0.00% | Add +13475.0% | 543 | $39K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -7.6% | 499 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 430 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +1.7% | 421 | $31K |
| State of Wyoming | 0.00% | Add +18.2% | 409 | $30K |
| Signaturefd, LLC | 0.00% | Reduce -13.1% | 397 | $29K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +42.4% | 393 | $28K |
| Golden State Wealth Management, LLC | 0.00% | No change | 393 | $28K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 366 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 362 | $26K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 346 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $22K |
| Salomon & Ludwin, LLC | 0.00% | Add +13.2% | 309 | $22K |
| Quarry LP | 0.00% | Reduce -72.2% | 278 | $20K |
| True Wealth Design, LLC | 0.01% | Add +153.3% | 271 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +3.6% | 259 | $19K |
| Fifth Third Bancorp | 0.00% | Add +34.9% | 259 | $19K |
| Huntington National Bank | 0.00% | Reduce -74.9% | 236 | $17K |
| Root Financial Partners, LLC | 0.00% | Add +4.5% | 234 | $17K |
| Los Angeles Capital Management LLC | 0.00% | New | 220 | $16K |
| Arax Advisory Partners | 0.00% | Reduce -98.9% | 208 | $15K |
| UMB Bank, n.a. | 0.00% | Add +8.0% | 203 | $15K |
| Pflug Koory, LLC | 0.01% | Reduce -45.8% | 201 | $15K |
| Bayban | 0.01% | — | 200 | $14K |
| Rothschild Investment LLC | 0.00% | Add +144.3% | 193 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.3% | 182 | $13K |
| SageView Advisory Group, LLC | 0.00% | New | 175 | $13K |
| Leonteq Securities AG | 0.00% | Add +53.9% | 160 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.4% | 145 | $11K |
| SWAN Capital LLC | 0.00% | No change | 150 | $11K |
| Quent Capital, LLC | 0.00% | No change | 140 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.0% | 113 | $8K |
| Redwood Park Advisors LLC | 0.01% | Add +0.9% | 112 | $8K |
| Sound Income Strategies, LLC | 0.00% | Add +380.0% | 96 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $7K |
| Meeder Asset Management Inc. | 0.00% | New | 93 | $7K |
| High Note Wealth, LLC | 0.00% | New | 88 | $6K |
| Natixis | 0.00% | Reduce -71.6% | 88 | $6K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 84 | $6K |
| Torren Management, LLC | 0.00% | — | 72 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -96.1% | 70 | $5K |
| Bare Financial Services, Inc | 0.00% | Reduce -48.5% | 52 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 39 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 38 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -99.6% | 31 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +63.2% | 31 | $2K |
| LRI Investments, LLC | 0.00% | No change | 31 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -14.3% | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $2K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 31 | $2K |
| Trust Co | 0.00% | New | 25 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +4.8% | 22 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +950.0% | 21 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 19 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 19 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -64.6% | 17 | $1K |
| Sankala Group LLC | 0.00% | — | 15 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -97.7% | 15 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Larson Financial Group LLC | 0.00% | Add +40.0% | 14 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +250.0% | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 13 | $942 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -35.3% | 11 | $798 |
| First Horizon Corp. | 0.00% | Reduce -33.3% | 6 | $435 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $435 |
| Gilpin Wealth Management, LLC | 0.00% | — | 5 | $363 |
| Ankerstar Wealth, LLC | 0.00% | — | 4 | $290 |
| Abound Wealth Management | 0.00% | No change | 3 | $218 |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $218 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $217 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3 | $217 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $145 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $145 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $61 |
"% of holder's portfolio" is AWR's weight in each manager's 13F, not the share of American States Water Co. the manager owns.