American States WaterAWR
13F holders, Q1 2026 (March 31)377holders +16
45new positions
27sold out
8famous investors
$75.62avg. 13F price*
At the end of Q1 2026, 377 institutions reported holding American States Water Co. (AWR) in their 13F filings, up 16 from Q4 2025. 45 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($518.9M), Vanguard Portfolio Management LLC ($234.9M) and Neuberger Berman Group LLC ($191.2M). 8 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- American States Water Co.
- Filed as
- AMER STATES WTR CO (Q1 2026)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $37.9M |
| Exits | 27 | $15.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,660,902 shares bought and 1,741,105 shares sold, net −80,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 377 holders
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 6,861,854 | $518.9M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,106,401 | $234.9M |
| Neuberger Berman Group LLC | 0.15% | Add +0.1% | 2,527,892 | $191.2M |
| State Street Corp. | 0.01% | Add +2.0% | 2,064,857 | $156.1M |
| Vanguard Capital Management LLC | 0.00% | — | 1,756,279 | $132.8M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 1,302,331 | $98.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 934,365 | $70.7M |
| First Trust Advisors LP | 0.05% | Add +2.1% | 836,092 | $63.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.2% | 741,079 | $56.0M |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 638,864 | $48.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +3.0% | 474,050 | $35.8M |
| AQR Capital Management | 0.02% | Add +15.6% | 473,537 | $35.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 462,056 | $34.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 441,436 | $33.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 329,228 | $24.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 262,058 | $19.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 247,631 | $19.0M |
| Victory Capital Management Inc. | 0.01% | Add +4.2% | 243,440 | $18.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.7% | 236,005 | $17.8M |
| Legal & General Group Plc | 0.00% | Reduce -6.9% | 227,511 | $17.2M |
| Amundi | 0.00% | Reduce -3.9% | 223,802 | $16.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +112.0% | 209,184 | $15.8M |
| Millennium Management | 0.01% | Add +90.2% | 206,783 | $15.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 188,896 | $14.3M |
| Kennedy Capital Management LLC | 0.30% | Reduce -1.5% | 186,631 | $14.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +15.7% | 178,161 | $13.5M |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 152,675 | $11.5M |
| Perpetual Ltd | 0.18% | Add +1.6% | 152,368 | $11.5M |
| HRT Financial LP | 0.03% | Reduce -13.0% | 141,811 | $10.7M |
| Public Sector Pension Investment Board | 0.03% | Add +3.3% | 138,462 | $10.5M |
| Leith Wheeler Investment Counsel Ltd. | 0.79% | Add +60.8% | 126,225 | $9.5M |
| Nuveen, LLC | 0.00% | Reduce -4.6% | 121,329 | $9.2M |
| Jane Street Group, LLC | 0.01% | Add +289.8% | 120,774 | $9.1M |
| UBS Group AG | 0.00% | Reduce -15.2% | 119,357 | $9.0M |
| Rhumbline Advisers | 0.01% | Add +0.6% | 119,287 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.3% | 112,824 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.9% | 107,601 | $8.1M |
| Renaissance Technologies | 0.01% | Add +131.1% | 105,600 | $8.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -0.9% | 104,580 | $7.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +218.2% | 102,980 | $7.8M |
| Deutsche Bank AG | 0.00% | Reduce -39.1% | 102,060 | $7.7M |
| D.A. Davidson & Co. | 0.05% | Add +3.1% | 99,178 | $7.5M |
| ProShare Advisors LLC | 0.01% | Reduce -0.3% | 92,667 | $7.0M |
| Two Sigma Investments, LP | 0.01% | Add +5.1% | 92,153 | $7.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.33% | Add +55.1% | 88,246 | $6.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.4% | 78,505 | $5.9M |
| Swiss National Bank | 0.00% | Add +0.7% | 76,500 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.3% | 75,868 | $5.8M |
| Marshall Wace, LLP | 0.01% | New | 75,202 | $5.7M |
| KBC Group NV | 0.01% | Add +6276.0% | 72,049 | $5.4M |
| Trexquant Investment LP | 0.04% | Reduce -47.6% | 68,494 | $5.2M |
| Dean Investment Associates, LLC | 0.71% | New | 66,605 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +8.0% | 65,118 | $4.9M |
| Martingale Asset Management L P | 0.12% | Add +31.8% | 61,172 | $4.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.9% | 60,823 | $4.6M |
| Man Group plc | 0.01% | Add +5.9% | 60,544 | $4.6M |
| Ieq Capital, LLC | 0.02% | Add +11.8% | 60,094 | $4.5M |
| Mariner, LLC | 0.01% | Add +54.7% | 59,874 | $4.5M |
| Allianz Asset Management GmbH | 0.01% | Add +30.8% | 58,643 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 56,609 | $4.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -14.0% | 56,212 | $4.3M |
| Franklin Resources Inc. | 0.00% | Add +65.1% | 55,480 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.3% | 55,300 | $4.2M |
| Duff & Phelps Investment Management Co. | 0.04% | New | 51,404 | $3.9M |
| Barclays PLC | 0.00% | Reduce -44.4% | 50,322 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 50,316 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.5% | 49,195 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -36.5% | 46,879 | $3.5M |
| Dean Capital Management | 1.46% | New | 46,678 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +29.1% | 46,460 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Add +114.0% | 46,328 | $3.5M |
| TD Asset Management Inc | 0.00% | Add +2.7% | 46,000 | $3.5M |
| Gabelli Funds LLC | 0.02% | No change | 45,500 | $3.4M |
| Prudential Financial Inc. | 0.00% | Add +8.3% | 43,784 | $3.3M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 43,361 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -43.0% | 42,400 | $3.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -8.8% | 41,808 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 42,198 | $3.1M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -3.9% | 40,170 | $3.0M |
| Algert Global LLC | 0.04% | No change | 39,250 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +482.8% | 37,985 | $2.9M |
| Magellan Asset Management Ltd | 0.04% | Add +20.2% | 36,743 | $2.8M |
| SkyOak Wealth, LLC | 0.51% | Reduce -1.1% | 36,634 | $2.8M |
| Assenagon Asset Management S.A. | 0.00% | New | 33,408 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.7% | 33,390 | $2.5M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.09% | Reduce -2.5% | 31,995 | $2.4M |
| LPL Financial LLC | 0.00% | Add +2.2% | 31,757 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.7% | 30,606 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +38.3% | 30,547 | $2.3M |
| EULAV Asset Management | 0.07% | Reduce -49.1% | 30,500 | $2.3M |
| Bridgewater Associates | 0.01% | Add +46.7% | 30,349 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +19.6% | 29,437 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -27.7% | 29,308 | $2.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 29,201 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 28,859 | $2.2M |
| Holocene Advisors, LP | 0.01% | Add +22.6% | 28,443 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +316.8% | 29,402 | $2.1M |
| Cwm, LLC | 0.01% | Add +3.2% | 28,323 | $2.1M |
| Creative Planning | 0.00% | Reduce -0.2% | 27,452 | $2.1M |
| Van Hulzen Asset Management, LLC | 0.15% | Reduce -10.2% | 26,462 | $2.0M |
| Nuance Investments, LLC | 0.27% | New | 25,872 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.6% | 25,052 | $1.9M |
| Legato Capital Management LLC | 0.17% | Add +158.1% | 24,343 | $1.8M |
| Storebrand Asset Management As | 0.01% | Reduce -13.5% | 24,195 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +51.8% | 24,062 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Reduce -45.3% | 23,895 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.2% | 22,969 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 23,326 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 21,715 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +1.4% | 21,532 | $1.6M |
| Dark Forest Capital Management LP | 0.14% | Reduce -19.3% | 21,053 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 20,917 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +23.9% | 20,654 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.9% | 20,344 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 19,936 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.2% | 19,678 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +25.9% | 19,559 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +53.7% | 18,288 | $1.4M |
| State of Wisconsin Investment Board | 0.00% | Reduce -19.3% | 17,861 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | Reduce -1.4% | 17,740 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.6% | 17,441 | $1.3M |
| Gotham Asset Management | 0.00% | Reduce -10.0% | 17,345 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.8% | 17,200 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | Add +41.2% | 16,975 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.4% | 16,860 | $1.3M |
| Alps Advisors Inc. | 0.01% | Reduce -4.5% | 16,825 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 16,496 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +131.9% | 16,468 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +4.4% | 15,519 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 15,443 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.7% | 15,300 | $1.2M |
| Tudor Investment Corporation | 0.01% | New | 15,185 | $1.1M |
| CenterBook Partners LP | 0.06% | Reduce -39.9% | 15,183 | $1.1M |
| Sei Investments Co. | 0.00% | Add +0.1% | 14,973 | $1.1M |
| Bank of Montreal | 0.00% | Add +3.4% | 14,952 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +46.5% | 14,806 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +21.3% | 14,800 | $1.1M |
| Macquarie Group Ltd. | 0.01% | Reduce -29.2% | 14,714 | $1.1M |
| Quantbot Technologies LP | 0.05% | New | 14,640 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.3% | 13,960 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -15.0% | 13,940 | $1.1M |
| Weatherly Asset Management L. P. | 0.08% | No change | 13,071 | $988K |
| Hunter Perkins Capital Management, LLC | 0.23% | Add +17.8% | 12,958 | $980K |
| HCR Wealth Advisors | 0.10% | Reduce -3.1% | 12,770 | $966K |
| Aigen Investment Management, LP | 0.24% | Add +19.4% | 12,415 | $939K |
| New York State Common Retirement Fund | 0.00% | No change | 12,313 | $931K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -14.3% | 12,239 | $926K |
| WINTON GROUP Ltd | 0.03% | New | 12,086 | $914K |
| Jacobi Capital Management LLC | 0.05% | Add +5.6% | 11,821 | $894K |
| Wolfstich Capital, LLC | 0.78% | New | 11,582 | $889K |
| Horizon Investments, LLC | 0.01% | New | 11,688 | $884K |
| Amalgamated Bank | 0.01% | Reduce -0.5% | 11,144 | $843K |
| Blackhill Capital Inc. | 0.04% | No change | 10,800 | $817K |
| Arizona State Retirement System | 0.00% | Reduce -1.2% | 10,633 | $804K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,474 | $792K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.5% | 10,324 | $781K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 10,257 | $776K |
| Fifth Third Bancorp | 0.00% | Add +3793.1% | 10,083 | $763K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.2% | 10,035 | $759K |
| Cullen Capital Management, LLC | 0.01% | Add +23.3% | 9,791 | $740K |
| Los Angeles Capital Management LLC | 0.00% | Add +4327.3% | 9,740 | $737K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,613 | $726K |
| Intech Investment Management LLC | 0.01% | Reduce -43.0% | 9,433 | $713K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.1% | 9,307 | $704K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 9,212 | $697K |
| Ethic Inc. | 0.01% | Reduce -37.3% | 9,013 | $682K |
| Tidal Investments LLC | 0.00% | Add +10.6% | 8,944 | $676K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 8,849 | $669K |
| Atria Investments, Inc | 0.01% | Add +18.6% | 8,441 | $638K |
| Lido Advisors, LLC | 0.00% | Reduce -9.6% | 8,350 | $632K |
| Odyssean, LLC | 0.23% | New | 8,235 | $623K |
| Abacus Wealth Partners, LLC | 0.06% | Add +15.1% | 8,228 | $622K |
| Stifel Financial Corp. | 0.00% | Reduce -9.9% | 8,219 | $622K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.5% | 8,011 | $606K |
| Oppenheimer & Co. Inc. | 0.01% | New | 7,973 | $603K |
| US Bancorp \de | 0.00% | Add +0.9% | 7,955 | $602K |
| Kennondale Capital Management LLC | 0.43% | No change | 7,912 | $598K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -72.5% | 7,912 | $598K |
| HSBC Holdings PLC | 0.00% | Reduce -66.2% | 7,788 | $593K |
| Citigroup Inc. | 0.00% | Reduce -9.2% | 7,817 | $591K |
| First Pacific Financial | 0.07% | Add +0.6% | 7,627 | $577K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.6% | 7,526 | $569K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.9% | 7,467 | $565K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.7% | 7,431 | $562K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 7,408 | $560K |
| FMR LLC | 0.00% | Reduce -10.8% | 7,381 | $558K |
| Baird Financial Group, Inc. | 0.00% | Add +14.0% | 7,318 | $553K |
| Farther Finance Advisors, LLC | 0.01% | Add +37.0% | 7,240 | $552K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -99.0% | 7,201 | $545K |
| Quadrature Capital Ltd | 0.01% | New | 7,065 | $534K |
| King Wealth Management Group | 0.07% | No change | 7,000 | $529K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 6,915 | $523K |
| Inspire Investing, LLC | 0.03% | Add +5.2% | 6,904 | $522K |
| Voya Investment Management LLC | 0.00% | Reduce -2.2% | 6,689 | $506K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,687 | $506K |
| Ensign Peak Advisors, Inc | 0.00% | Add +102.5% | 6,618 | $500K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -1.0% | 6,390 | $483K |
| Fruth Investment Management | 0.12% | No change | 6,400 | $483K |
| ELCO Management Co., LLC | 0.23% | Add +45.4% | 6,297 | $476K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -2.4% | 6,164 | $466K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +4149.0% | 6,161 | $466K |
| Financial Advisors Network, Inc. | 0.06% | No change | 6,006 | $454K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -42.6% | 5,938 | $449K |
| Canada Pension Plan Investment Board | 0.00% | No change | 5,900 | $446K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 5,880 | $445K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -53.0% | 5,868 | $444K |
| Rodgers Brothers Inc. | 0.05% | New | 5,850 | $442K |
| Freestone Grove Partners LP | 0.00% | Add +69.3% | 5,744 | $434K |
| Merit Financial Group, LLC | 0.00% | Add +0.4% | 5,740 | $434K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.0% | 5,333 | $403K |
| Cim, LLC | 0.06% | No change | 5,247 | $397K |
| Quadrant Capital Group LLC | 0.01% | Reduce -7.8% | 5,147 | $389K |
| Brighton Jones LLC | 0.01% | New | 5,131 | $388K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.2% | 5,121 | $387K |
| Swiss Life Asset Management Ltd | 0.00% | Add +22.5% | 4,955 | $375K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +13.5% | 4,895 | $370K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.9% | 4,854 | $367K |
| Virtus Advisers, LLC | 0.17% | No change | 4,803 | $363K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +337.6% | 4,516 | $342K |
| Xponance LLC | 0.00% | Add +47.7% | 4,513 | $341K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $338K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 4,430 | $335K |
| Royce & Associates LP | 0.00% | New | 4,387 | $332K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +3.1% | 4,374 | $331K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,303 | $325K |
| Vise Technologies, Inc. | 0.01% | No change | 4,486 | $325K |
| Waverly Advisors, LLC | 0.00% | New | 4,292 | $325K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -47.0% | 4,197 | $317K |
| Journey Strategic Wealth LLC | 0.01% | New | 4,186 | $317K |
| Gsa Capital Partners LLP | 0.02% | Add +41.9% | 4,137 | $313K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,076 | $308K |
| Ritholtz Wealth Management | 0.01% | Reduce -8.6% | 4,062 | $307K |
| Pathway Financial Advisers, LLC | 0.08% | Add +0.7% | 3,856 | $292K |
| Jones Financial Companies LLLP | 0.00% | Add +37.2% | 3,861 | $290K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,645 | $276K |
| Praxis Investment Management Inc. | 0.02% | Reduce -14.9% | 3,640 | $275K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.8% | 3,615 | $273K |
| Choreo, LLC | 0.00% | Reduce -10.9% | 3,504 | $265K |
| Vista Investment Partners LLC | 0.07% | No change | 3,500 | $265K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -20.1% | 3,475 | $263K |
| Blankinship & Foster, LLC | 0.06% | No change | 3,463 | $262K |
| Parallel Advisors, LLC | 0.00% | Add +13.8% | 3,453 | $261K |
| Blair William & Co. | 0.00% | Add +2.8% | 3,416 | $258K |
| XTX Topco Ltd | 0.00% | Reduce -23.0% | 3,415 | $258K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.3% | 3,330 | $252K |
| Allworth Financial LP | 0.00% | Add +6.4% | 3,310 | $250K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.5% | 3,309 | $250K |
| Curi Capital, LLC | 0.00% | New | 3,250 | $246K |
| Mgo One Seven LLC | 0.00% | Add +2.7% | 3,237 | $245K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,234 | $245K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 3,200 | $242K |
| GAMMA Investing LLC | 0.01% | Add +0.8% | 3,174 | $240K |
| Redmond Asset Management, LLC | 0.07% | No change | 3,150 | $238K |
| Krilogy Financial LLC | 0.01% | New | 3,146 | $238K |
| Simplex Trading, LLC | 0.01% | New | 3,081 | $233K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.0% | 3,076 | $233K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -36.7% | 3,032 | $229K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $227K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,000 | $227K |
| Evergreen Capital Management LLC | 0.00% | Reduce -13.9% | 2,950 | $223K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $221K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.2% | 2,919 | $221K |
| Modera Wealth Management, LLC | 0.00% | New | 2,895 | $219K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,826 | $214K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,797 | $212K |
| IFM Investors Pty Ltd | 0.00% | New | 2,710 | $205K |
| Meeder Asset Management Inc. | 0.01% | Add +2666.7% | 2,573 | $195K |
| WFA of San Diego, LLC | 0.15% | No change | 2,411 | $182K |
| Coston, McIsaac & Partners | 0.04% | Add +0.3% | 2,401 | $181K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.9% | 2,329 | $176K |
| Rockefeller Capital Management L.P. | 0.00% | Add +89.6% | 2,256 | $171K |
| Front Row Advisors LLC | 0.05% | No change | 2,000 | $151K |
| Adirondack Trust Co. | 0.05% | No change | 2,000 | $151K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.5% | 1,662 | $126K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +43.3% | 1,588 | $120K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,537 | $116K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -56.9% | 1,471 | $113K |
| Asset Planning,Inc | 0.08% | No change | 1,450 | $110K |
| Nisa Investment Advisors, LLC | 0.00% | Add +21.5% | 1,255 | $95K |
| Gables Capital Management Inc. | 0.04% | No change | 1,250 | $95K |
| Advisory Services Network, LLC | 0.00% | New | 989 | $75K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 965 | $73K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.1% | 935 | $71K |
| MAI Capital Management | 0.00% | Add +70.3% | 925 | $70K |
| Essential Partners LLC | 0.02% | Reduce -21.4% | 882 | $67K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +69.5% | 846 | $67K |
| Clarity Asset Management, Inc. | 0.03% | Add +3.8% | 872 | $66K |
| Ameriflex Group, Inc. | 0.03% | Add +0.7% | 815 | $62K |
| Caitlin John, LLC | 0.03% | Reduce -53.0% | 721 | $55K |
| Covestor Ltd | 0.04% | Reduce -47.9% | 688 | $52K |
| Harbour Investments, Inc. | 0.00% | Add +154.4% | 659 | $50K |
| IFP Advisors, Inc | 0.00% | Add +16.6% | 640 | $48K |
| Anchor Investment Management, LLC | 0.00% | Add +0.6% | 628 | $48K |
| Plato Investment Management Ltd | 0.00% | No change | 624 | $47K |
| Whittier Trust Co. | 0.00% | No change | 611 | $47K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +67.5% | 613 | $46K |
| Sterling Capital Management LLC | 0.00% | Reduce -35.1% | 611 | $46K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -24.9% | 604 | $46K |
| Federated Hermes, Inc. | 0.00% | No change | 549 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -49.8% | 536 | $41K |
| Salem Investment Counselors Inc. | 0.00% | New | 500 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 430 | $33K |
| Signaturefd, LLC | 0.00% | Add +4.3% | 414 | $31K |
| State of Wyoming | 0.00% | Reduce -0.2% | 408 | $31K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -3.3% | 380 | $29K |
| Creative Financial Designs Inc. | 0.00% | Reduce -40.5% | 368 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 362 | $27K |
| Rothschild Investment LLC | 0.00% | Add +81.9% | 351 | $27K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 346 | $26K |
| Arax Advisory Partners | 0.00% | Add +56.7% | 326 | $25K |
| Kemnay Advisory Services Inc. | 0.00% | New | 321 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $23K |
| Sound Income Strategies, LLC | 0.00% | Add +213.5% | 301 | $23K |
| Walleye Capital LLC | 0.00% | New | 291 | $22K |
| UMB Bank, n.a. | 0.00% | Add +15.8% | 235 | $18K |
| Versant Capital Management, Inc | 0.00% | Reduce -44.4% | 234 | $18K |
| True Wealth Design, LLC | 0.00% | Reduce -15.5% | 229 | $17K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -29.1% | 219 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 201 | $15K |
| Bayban | 0.01% | No change | 200 | $15K |
| Danske Bank A/S | 0.00% | Reduce -66.7% | 200 | $15K |
| Wall Street Financial Group, Inc. | 0.01% | New | 161 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -14.3% | 156 | $12K |
| Leonteq Securities AG | 0.00% | Reduce -3.1% | 155 | $12K |
| SWAN Capital LLC | 0.00% | No change | 150 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 142 | $11K |
| Quent Capital, LLC | 0.00% | No change | 140 | $11K |
| Redwood Park Advisors LLC | 0.01% | Add +0.9% | 113 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $8K |
| Quarry LP | 0.00% | Reduce -64.4% | 99 | $7K |
| Natixis | 0.00% | Reduce -3.4% | 85 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.9% | 77 | $6K |
| High Note Wealth, LLC | 0.00% | Reduce -19.3% | 71 | $5K |
| Root Financial Partners, LLC | 0.00% | Reduce -70.1% | 70 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +180.9% | 59 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -96.1% | 47 | $4K |
| CVA Family Office, LLC | 0.00% | New | 40 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 39 | $3K |
| Truvestments Capital LLC | 0.00% | New | 38 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 38 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 36 | $3K |
| Huntington National Bank | 0.00% | Reduce -84.8% | 36 | $3K |
| LRI Investments, LLC | 0.00% | No change | 31 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +70.6% | 29 | $2K |
| Trust Co | 0.00% | No change | 25 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -20.0% | 24 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +64.3% | 23 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 22 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 19 | $1K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 19 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -38.7% | 19 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -72.9% | 19 | $1K |
| Bare Financial Services, Inc | 0.00% | Reduce -65.4% | 18 | $1K |
| Sankala Group LLC | 0.00% | No change | 15 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Kilter Group LLC | 0.00% | New | 10 | $757 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 10 | $757 |
| Larson Financial Group LLC | 0.00% | Reduce -28.6% | 10 | $756 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -27.3% | 8 | $605 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -75.0% | 7 | $530 |
| First Horizon Corp. | 0.00% | No change | 6 | $454 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $454 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 6 | $453 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 5 | $379 |
| Manchester Capital Management LLC | 0.00% | Reduce -83.9% | 5 | $379 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $302 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.3% | 4 | $302 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $227 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $227 |
| Prestige Wealth Management Group LLC | 0.00% | New | 2 | $152 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $151 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 2 | $151 |
| Curio Wealth, LLC | 0.00% | New | 1 | $76 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -66.7% | 1 | $76 |
"% of holder's portfolio" is AWR's weight in each manager's 13F, not the share of American States Water Co. the manager owns.