American States WaterAWR
13F holders, Q2 2026 (June 30)410holders +33
64new positions
31sold out
7famous investors
$82.62avg. 13F price*
At the end of Q2 2026, 410 institutions reported holding American States Water Co. (AWR) in their 13F filings, up 33 from Q1 2026. 64 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($602.7M), Vanguard Portfolio Management LLC ($291.2M) and Neuberger Berman Group LLC ($211.4M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- American States Water Co.
- Filed as
- AMER STATES WTR CO (Q2 2026)
- CUSIP
- 029899101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $25.8M |
| Exits | 31 | $42.3M |
All 13F filers, Q1 2026 → Q2 2026: 3,259,502 shares bought and 1,937,543 shares sold, net +1,321,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 410 holders
| BlackRock, Inc. | 0.01% | Add +6.3% | 7,294,548 | $602.7M |
| Vanguard Portfolio Management LLC | 0.01% | Add +13.4% | 3,524,229 | $291.2M |
| Neuberger Berman Group LLC | 0.14% | Add +1.2% | 2,557,960 | $211.4M |
| State Street Corp. | 0.01% | Add +8.7% | 2,243,634 | $185.4M |
| Vanguard Capital Management LLC | 0.00% | Add +1.9% | 1,789,593 | $147.9M |
| Geode Capital Management, LLC | 0.00% | Add +7.1% | 1,001,087 | $82.7M |
| AQR Capital Management | 0.03% | Add +94.2% | 919,629 | $76.0M |
| Morgan Stanley | 0.00% | Reduce -30.5% | 904,551 | $74.7M |
| First Trust Advisors LP | 0.04% | Reduce -6.9% | 778,435 | $64.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.1% | 749,299 | $61.9M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 619,310 | $51.2M |
| Northern Trust Corp. | 0.00% | Add +9.3% | 482,466 | $39.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.7% | 478,996 | $39.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -0.7% | 470,985 | $38.9M |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 342,941 | $28.3M |
| Two Sigma Investments, LP | 0.02% | Add +211.7% | 287,237 | $23.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +5.1% | 275,392 | $22.8M |
| Nuveen, LLC | 0.01% | Add +121.5% | 268,766 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 257,020 | $21.4M |
| Victory Capital Management Inc. | 0.01% | Add +3.6% | 252,207 | $20.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 238,467 | $19.7M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 228,364 | $18.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 190,996 | $15.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +80.7% | 186,116 | $15.4M |
| Kennedy Capital Management LLC | 0.27% | Reduce -2.8% | 181,346 | $15.0M |
| Allianz Asset Management GmbH | 0.01% | Add +204.2% | 178,394 | $14.7M |
| Perpetual Ltd | 0.19% | Add +5.2% | 160,353 | $13.2M |
| Bank of America Corp. | 0.00% | Add +2.1% | 155,842 | $12.9M |
| UBS Group AG | 0.00% | Add +26.9% | 151,438 | $12.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -16.8% | 148,270 | $12.3M |
| Public Sector Pension Investment Board | 0.03% | Reduce -2.7% | 134,687 | $11.1M |
| Millennium Management | 0.01% | Reduce -38.9% | 126,404 | $10.4M |
| Leith Wheeler Investment Counsel Ltd. | 0.79% | Reduce -0.9% | 125,110 | $10.3M |
| HRT Financial LP | 0.02% | Reduce -12.0% | 124,803 | $10.3M |
| D. E. Shaw & Co. | 0.01% | Add +6.8% | 111,732 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -8.7% | 108,963 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.9% | 107,311 | $8.9M |
| Ieq Capital, LLC | 0.04% | Add +69.2% | 101,674 | $8.4M |
| ProShare Advisors LLC | 0.01% | Add +4.6% | 96,924 | $8.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -7.3% | 91,939 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +15.7% | 87,753 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.8% | 86,353 | $7.1M |
| Dean Investment Associates, LLC | 0.92% | Add +27.3% | 84,780 | $7.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.29% | Reduce -10.7% | 78,809 | $6.5M |
| Swiss National Bank | 0.00% | Add +2.5% | 78,400 | $6.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.4% | 77,366 | $6.4M |
| American Century Companies Inc. | 0.00% | Add +101.7% | 76,619 | $6.3M |
| KBC Group NV | 0.01% | Reduce -1.2% | 71,186 | $5.9M |
| Deutsche Bank AG | 0.00% | Reduce -31.4% | 70,001 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +47.8% | 69,290 | $5.7M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +2.7% | 66,904 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +35.2% | 66,526 | $5.5M |
| Martingale Asset Management L P | 0.13% | Add +8.7% | 66,475 | $5.5M |
| Mariner, LLC | 0.01% | Add +10.4% | 66,131 | $5.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.6% | 65,028 | $5.4M |
| Dean Capital Management | 1.84% | Add +31.9% | 61,578 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +19.1% | 59,953 | $5.0M |
| LPL Financial LLC | 0.00% | Add +77.9% | 56,489 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 56,063 | $4.6M |
| Quantinno Capital Management LP | 0.01% | Add +17.6% | 54,459 | $4.5M |
| Cetera Investment Advisers | 0.00% | Reduce -4.6% | 54,026 | $4.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -15.5% | 51,413 | $4.2M |
| Duff & Phelps Investment Management Co. | 0.04% | Reduce -3.6% | 49,571 | $4.1M |
| Marshall Wace, LLP | 0.00% | Reduce -34.7% | 49,079 | $4.1M |
| Gabelli Funds LLC | 0.03% | Add +3.3% | 47,000 | $3.9M |
| TD Asset Management Inc | 0.00% | Add +0.9% | 46,400 | $3.8M |
| Prudential Financial Inc. | 0.00% | Add +2.7% | 44,984 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +172.7% | 44,913 | $3.7M |
| Alliancebernstein L.P. | 0.00% | Add +15.2% | 48,620 | $3.7M |
| Cerity Partners LLC | 0.00% | Add +50.7% | 44,351 | $3.7M |
| Citigroup Inc. | 0.00% | Add +466.6% | 44,294 | $3.7M |
| Barclays PLC | 0.00% | Reduce -12.1% | 44,251 | $3.7M |
| Creative Planning | 0.00% | Add +61.1% | 44,239 | $3.7M |
| Bessemer Group Inc. | 0.00% | No change | 43,361 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -7.0% | 43,205 | $3.6M |
| Maryland State Retirement & Pension System | 0.06% | Add +5.7% | 42,460 | $3.5M |
| Storebrand Asset Management As | 0.01% | Add +61.3% | 39,027 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +124.8% | 37,910 | $3.1M |
| Magellan Asset Management Ltd | 0.07% | No change | 36,743 | $3.0M |
| Corient Private Wealth LP | 0.00% | Add +24.4% | 36,575 | $3.0M |
| SkyOak Wealth, LLC | 0.49% | Reduce -1.0% | 36,258 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +79.0% | 35,011 | $2.9M |
| Exchange Traded Concepts, LLC | 0.01% | Add +3.0% | 34,410 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +65.1% | 37,918 | $2.8M |
| SG Americas Securities, LLC | 0.00% | Reduce -18.6% | 34,045 | $2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +14.5% | 33,433 | $2.8M |
| Royce & Associates LP | 0.02% | Add +644.3% | 32,654 | $2.7M |
| Legato Capital Management LLC | 0.22% | Add +31.9% | 32,111 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +27.1% | 31,843 | $2.6M |
| Bridgewater Associates | 0.01% | Reduce -0.1% | 30,311 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -28.7% | 30,220 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.5% | 30,094 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +3.3% | 29,801 | $2.5M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.07% | Reduce -8.6% | 29,236 | $2.4M |
| CoreCommodity Management, LLC | 0.46% | New | 28,177 | $2.3M |
| Ilex Capital Partners (UK) LLP | 0.05% | New | 28,118 | $2.3M |
| Holocene Advisors, LP | 0.01% | Reduce -2.9% | 27,619 | $2.3M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -18.8% | 27,137 | $2.2M |
| Algert Global LLC | 0.03% | Reduce -31.5% | 26,870 | $2.2M |
| Advisors Asset Management, Inc. | 0.03% | Add +9.4% | 26,316 | $2.2M |
| Macquarie Group Ltd. | 0.01% | Add +72.3% | 25,352 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +38.0% | 25,239 | $2.1M |
| Capital Fund Management S.A. | 0.01% | New | 24,348 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +7.8% | 23,215 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.14% | Reduce -13.2% | 22,970 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +258.4% | 22,901 | $1.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -23.7% | 22,363 | $1.8M |
| Gotham Asset Management | 0.00% | Add +27.9% | 22,176 | $1.8M |
| FMR LLC | 0.00% | Add +192.2% | 21,566 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.9% | 20,646 | $1.7M |
| Amundi | 0.00% | Reduce -90.8% | 20,470 | $1.7M |
| Aquatic Capital Management LLC | 0.06% | New | 19,459 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.8% | 19,326 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +30.2% | 19,282 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.9% | 19,160 | $1.6M |
| ExodusPoint Capital Management, LP | 0.01% | New | 18,951 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Reduce -24.1% | 18,133 | $1.5M |
| XTX Topco Ltd | 0.02% | Add +430.7% | 18,123 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.6% | 17,847 | $1.5M |
| NFJ Investment Group, LLC | 0.05% | No change | 17,740 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -42.1% | 17,711 | $1.5M |
| Alps Advisors Inc. | 0.01% | Add +2.9% | 17,306 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | No change | 17,200 | $1.4M |
| KLP Kapitalforvaltning As | 0.00% | Add +10.5% | 16,900 | $1.4M |
| Van Eck Associates Corp. | 0.00% | Add +6.9% | 16,593 | $1.4M |
| Jupiter Topco LLC | 0.00% | — | 16,496 | $1.4M |
| Bank of Montreal | 0.00% | Add +4.2% | 15,577 | $1.3M |
| Trexquant Investment LP | 0.01% | Reduce -77.3% | 15,516 | $1.3M |
| AlphaCore Capital LLC | 0.02% | New | 15,206 | $1.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.5% | 14,910 | $1.2M |
| Horizon Investments, LLC | 0.01% | Add +27.0% | 14,848 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 14,800 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -1.8% | 14,708 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -86.1% | 14,700 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -30.5% | 14,140 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Add +14.6% | 14,113 | $1.2M |
| CSM Advisors, LLC | 0.02% | New | 13,613 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 13,604 | $1.1M |
| Quadrature Capital Ltd | 0.01% | Add +87.0% | 13,212 | $1.1M |
| Weatherly Asset Management L. P. | 0.08% | No change | 13,071 | $1.1M |
| Hunter Perkins Capital Management, LLC | 0.24% | No change | 12,958 | $1.1M |
| Diametric Capital, LP | 0.11% | New | 12,933 | $1.1M |
| HCR Wealth Advisors | 0.09% | Reduce -0.5% | 12,705 | $1.0M |
| Man Group plc | 0.00% | Reduce -79.2% | 12,622 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -13.3% | 12,079 | $998K |
| Jacobi Capital Management LLC | 0.05% | Reduce -0.2% | 11,797 | $975K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +14.8% | 11,776 | $973K |
| Ethic Inc. | 0.01% | Add +29.5% | 11,670 | $964K |
| Osaic Holdings, Inc. | 0.00% | Add +44.3% | 11,557 | $955K |
| Fox Run Management, L.L.C. | 0.15% | New | 10,853 | $897K |
| Blackhill Capital Inc. | 0.04% | No change | 10,800 | $892K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 10,784 | $891K |
| Amalgamated Bank | 0.01% | Reduce -5.3% | 10,548 | $872K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,474 | $865K |
| Yousif Capital Management, LLC | 0.01% | Add +0.7% | 10,394 | $859K |
| HSBC Holdings PLC | 0.00% | Add +32.0% | 10,279 | $857K |
| Acadian Asset Management LLC | 0.00% | New | 10,325 | $851K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -51.6% | 10,119 | $836K |
| Fifth Third Bancorp | 0.00% | Reduce -0.2% | 10,065 | $832K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6.2% | 9,880 | $816K |
| Cullen Capital Management, LLC | 0.01% | Add +0.9% | 9,878 | $816K |
| Oppenheimer & Co. Inc. | 0.01% | Add +21.0% | 9,645 | $797K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,613 | $795K |
| Tidal Investments LLC | 0.00% | Add +6.3% | 9,508 | $786K |
| Arax Advisory Partners | 0.01% | Add +2779.8% | 9,388 | $776K |
| Merit Financial Group, LLC | 0.00% | Add +60.7% | 9,224 | $762K |
| Brighton Jones LLC | 0.01% | Add +77.2% | 9,091 | $751K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.1% | 8,949 | $739K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.5% | 8,526 | $704K |
| Inspire Investing, LLC | 0.03% | Add +20.2% | 8,297 | $686K |
| Odyssean, LLC | 0.11% | No change | 8,235 | $680K |
| Atria Investments, Inc | 0.01% | Reduce -3.4% | 8,157 | $674K |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 8,075 | $667K |
| Kennondale Capital Management LLC | 0.44% | No change | 7,912 | $654K |
| Virtue Capital Management, LLC | 0.09% | New | 7,861 | $650K |
| Lido Advisors, LLC | 0.00% | Reduce -6.3% | 7,822 | $646K |
| Intech Investment Management LLC | 0.01% | Reduce -19.9% | 7,558 | $625K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 7,484 | $618K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.1% | 7,398 | $611K |
| Voya Investment Management LLC | 0.00% | Add +10.3% | 7,375 | $609K |
| Freestone Grove Partners LP | 0.00% | Add +28.3% | 7,371 | $609K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.9% | 7,367 | $609K |
| First Pacific Financial | 0.07% | Reduce -3.5% | 7,358 | $608K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 7,337 | $606K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 7,258 | $600K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,201 | $595K |
| US Bancorp \de | 0.00% | Reduce -10.2% | 7,147 | $591K |
| King Wealth Management Group | 0.06% | No change | 7,000 | $578K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +17.0% | 6,948 | $574K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | No change | 6,915 | $571K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 6,872 | $568K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.7% | 6,794 | $561K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 6,714 | $555K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +38.1% | 6,702 | $554K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +36.1% | 6,664 | $551K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -4.3% | 6,400 | $529K |
| Fruth Investment Management | 0.13% | No change | 6,400 | $528K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +2.4% | 6,310 | $521K |
| Daiwa Securities Group Inc. | 0.00% | Add +1.9% | 6,284 | $519K |
| ELCO Management Co., LLC | 0.22% | Reduce -1.5% | 6,201 | $512K |
| Capstone Investment Advisors, LLC | 0.00% | New | 6,190 | $511K |
| Jones Financial Companies LLLP | 0.00% | Add +58.0% | 6,102 | $504K |
| Financial Advisors Network, Inc. | 0.06% | No change | 6,006 | $496K |
| Simplex Trading, LLC | 0.01% | Add +94.1% | 5,981 | $494K |
| Canada Pension Plan Investment Board | 0.00% | No change | 5,900 | $488K |
| Waverly Advisors, LLC | 0.00% | Add +36.2% | 5,844 | $483K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 5,784 | $478K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -89.7% | 5,775 | $477K |
| Nordea Investment Management AB | 0.00% | New | 5,676 | $469K |
| Virtus Advisers, LLC | 0.18% | Add +13.6% | 5,457 | $451K |
| Integrated Wealth Concepts LLC | 0.00% | Add +26.2% | 5,429 | $449K |
| Gsa Capital Partners LLP | 0.03% | Add +28.8% | 5,329 | $440K |
| Swiss Life Asset Management Ltd | 0.00% | Add +6.2% | 5,260 | $435K |
| State of Wisconsin Investment Board | 0.00% | Reduce -70.7% | 5,238 | $433K |
| Pallas Capital Advisors LLC | 0.01% | Add +46.9% | 5,104 | $422K |
| Quadrant Capital Group LLC | 0.01% | Reduce -4.1% | 4,936 | $408K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 4,914 | $406K |
| Blair William & Co. | 0.00% | Add +42.6% | 4,871 | $402K |
| Xponance LLC | 0.00% | Add +7.0% | 4,827 | $399K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -27.2% | 4,818 | $398K |
| WorthPointe, LLC | 0.10% | New | 4,679 | $387K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,553 | $382K |
| Ritholtz Wealth Management | 0.01% | Add +12.8% | 4,581 | $379K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.3% | 4,488 | $371K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,471 | $369K |
| HB Wealth Management, LLC | 0.00% | New | 4,465 | $369K |
| Choreo, LLC | 0.00% | Add +21.9% | 4,270 | $353K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,076 | $337K |
| Parallel Advisors, LLC | 0.01% | Add +16.1% | 4,008 | $331K |
| MAI Capital Management | 0.00% | Add +328.8% | 3,966 | $328K |
| GAMMA Investing LLC | 0.01% | Add +23.9% | 3,931 | $325K |
| Pathway Financial Advisers, LLC | 0.08% | Add +0.7% | 3,882 | $321K |
| Teacher Retirement System of Texas | 0.00% | New | 3,881 | $321K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 3,839 | $317K |
| Freedom Day Solutions, LLC | 0.07% | New | 3,800 | $314K |
| Curi Capital, LLC | 0.00% | Add +16.4% | 3,783 | $313K |
| Nykredit A/S | 0.00% | — | 3,659 | $302K |
| Glenmede Trust Co. NA | 0.00% | New | 3,651 | $302K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,640 | $301K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +12.1% | 3,624 | $299K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,611 | $298K |
| Graham Capital Management, L.P. | 0.01% | Reduce -78.9% | 3,584 | $296K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.5% | 3,583 | $296K |
| Allworth Financial LP | 0.00% | Add +7.8% | 3,568 | $295K |
| Krilogy Financial LLC | 0.01% | Add +13.1% | 3,558 | $294K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -2.0% | 3,543 | $293K |
| Martin Capital Partners, LLC | 0.11% | New | 3,520 | $291K |
| Vista Investment Partners LLC | 0.07% | No change | 3,500 | $289K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -16.7% | 3,497 | $289K |
| Ingalls & Snyder LLC | 0.01% | Reduce -4.4% | 3,485 | $288K |
| Blankinship & Foster, LLC | 0.06% | No change | 3,463 | $286K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +22.3% | 3,456 | $286K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -36.6% | 3,382 | $279K |
| Rodgers Brothers Inc. | 0.03% | Reduce -42.7% | 3,350 | $277K |
| Quantbot Technologies LP | 0.01% | Reduce -77.5% | 3,287 | $272K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.4% | 3,285 | $271K |
| Horizon Investment Services, LLC | 0.08% | New | 3,277 | $271K |
| Parcion Private Wealth LLC | 0.01% | New | 3,267 | $270K |
| Fieldview Capital Management, LLC | 0.08% | New | 3,244 | $268K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -36.8% | 3,239 | $268K |
| Bull Harbor Capital LLC | 0.05% | New | 3,219 | $266K |
| DRW Securities, LLC | 0.02% | New | 3,218 | $266K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 3,200 | $264K |
| Private Advisor Group, LLC | 0.00% | New | 3,160 | $261K |
| Redmond Asset Management, LLC | 0.07% | No change | 3,150 | $260K |
| Mirabella Financial Services LLP | 0.03% | New | 3,144 | $260K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.0% | 3,136 | $259K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -6.6% | 3,091 | $255K |
| Evergreen Capital Management LLC | 0.00% | Add +4.6% | 3,086 | $255K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.6% | 3,018 | $249K |
| CIBC Bancorp USA Inc. | 0.00% | Add +7.5% | 3,008 | $249K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,000 | $248K |
| Waddell & Associates, LLC | 0.01% | New | 2,965 | $245K |
| Vision Capital Management, Inc. | 0.03% | No change | 2,921 | $241K |
| Modera Wealth Management, LLC | 0.00% | No change | 2,895 | $239K |
| Chicago Partners Investment Group LLC | 0.00% | New | 2,741 | $239K |
| Zacks Investment Management | 0.00% | New | 2,885 | $238K |
| Mgo One Seven LLC | 0.00% | Reduce -11.4% | 2,867 | $237K |
| Aigen Investment Management, LP | 0.06% | Reduce -77.0% | 2,862 | $236K |
| IFM Investors Pty Ltd | 0.00% | Add +3.7% | 2,810 | $232K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -38.3% | 2,788 | $230K |
| M&T Bank Corp | 0.00% | New | 2,771 | $228K |
| Jain Global LLC | 0.00% | New | 2,734 | $226K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -66.3% | 2,669 | $221K |
| GW Henssler & Associates Ltd. | 0.01% | New | 2,603 | $215K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 2,600 | $215K |
| Essex Financial Services, Inc. | 0.01% | New | 2,598 | $215K |
| WFA of San Diego, LLC | 0.18% | No change | 2,411 | $214K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.2% | 2,563 | $212K |
| Modern Wealth Management, LLC | 0.00% | New | 2,504 | $207K |
| Baker Avenue Asset Management, LP | 0.00% | New | 2,457 | $203K |
| MML Investors Services, LLC | 0.00% | New | 2,441 | $202K |
| Coston, McIsaac & Partners | 0.04% | Add +0.3% | 2,408 | $199K |
| Nisa Investment Advisors, LLC | 0.00% | Add +91.2% | 2,399 | $198K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.3% | 2,276 | $188K |
| Front Row Advisors LLC | 0.05% | No change | 2,000 | $175K |
| Meeder Asset Management Inc. | 0.01% | Reduce -20.8% | 2,038 | $168K |
| Adirondack Trust Co. | 0.05% | No change | 2,000 | $165K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +16.3% | 1,932 | $160K |
| Walleye Capital LLC | 0.00% | Add +533.0% | 1,842 | $152K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43100.0% | 1,728 | $143K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,588 | $131K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,537 | $127K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,471 | $122K |
| Asset Planning,Inc | 0.08% | No change | 1,450 | $120K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -86.3% | 1,380 | $114K |
| Global Retirement Partners, LLC | 0.00% | — | 1,334 | $110K |
| Gables Capital Management Inc. | 0.04% | No change | 1,250 | $103K |
| IFP Advisors, Inc | 0.00% | Add +84.2% | 1,179 | $97K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -63.9% | 1,094 | $90K |
| Trust Co. of Vermont | 0.00% | — | 1,050 | $87K |
| IFG Advisory, LLC | 0.00% | New | 877 | $72K |
| Ameriflex Group, Inc. | 0.03% | Add +1.1% | 824 | $68K |
| Covestor Ltd | 0.04% | Add +12.5% | 774 | $64K |
| Hantz Financial Services, Inc. | 0.00% | Add +45.1% | 778 | $64K |
| Essential Partners LLC | 0.03% | Reduce -13.2% | 766 | $63K |
| Persistent Asset Partners Ltd | 0.02% | New | 757 | $63K |
| Continuum Advisory, LLC | 0.01% | New | 741 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -21.5% | 734 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -26.9% | 705 | $58K |
| Rothschild Investment LLC | 0.00% | Add +89.7% | 666 | $55K |
| Federated Hermes, Inc. | 0.00% | Add +20.0% | 659 | $54K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +4.4% | 640 | $53K |
| Plato Investment Management Ltd | 0.00% | No change | 624 | $51K |
| Whittier Trust Co. | 0.00% | No change | 611 | $51K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 604 | $50K |
| Tanglewood Legacy Advisors, LLC | 0.02% | New | 600 | $50K |
| Signaturefd, LLC | 0.00% | Add +39.1% | 576 | $48K |
| Anchor Investment Management, LLC | 0.00% | Reduce -19.1% | 508 | $42K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $41K |
| True Wealth Design, LLC | 0.01% | Add +96.9% | 451 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 430 | $36K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.2% | 414 | $34K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +17.1% | 405 | $33K |
| Golden State Wealth Management, LLC | 0.00% | No change | 380 | $31K |
| Creative Financial Designs Inc. | 0.00% | No change | 368 | $30K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 362 | $30K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 349 | $29K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.2% | 335 | $28K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 309 | $26K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -8.4% | 294 | $24K |
| UMB Bank, n.a. | 0.00% | Add +8.9% | 256 | $21K |
| Versant Capital Management, Inc | 0.00% | Reduce -2.1% | 229 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 219 | $18K |
| SJS Investment Consulting Inc. | 0.00% | Add +242.4% | 202 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 201 | $17K |
| Bayban | 0.01% | No change | 200 | $17K |
| Danske Bank A/S | 0.00% | No change | 200 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 156 | $13K |
| SWAN Capital LLC | 0.00% | No change | 150 | $12K |
| Quent Capital, LLC | 0.00% | No change | 140 | $12K |
| Redwood Park Advisors LLC | 0.01% | Add +0.9% | 114 | $9K |
| Clearstead Advisors, LLC | 0.00% | New | 106 | $9K |
| Buck Wealth Strategies, LLC | 0.00% | New | 103 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +377.8% | 86 | $7K |
| Natixis | 0.00% | Reduce -1.2% | 84 | $7K |
| High Note Wealth, LLC | 0.00% | Add +8.4% | 77 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +106.9% | 60 | $5K |
| Institute for Wealth Management, LLC. | 0.00% | New | 60 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.1% | 60 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 50 | $4K |
| JPL Wealth Management, LLC | 0.00% | Add +22.2% | 44 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -6.4% | 44 | $4K |
| CVA Family Office, LLC | 0.00% | Add +7.5% | 43 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 40 | $3K |
| Larson Financial Group LLC | 0.00% | Add +290.0% | 39 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 39 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 38 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 38 | $3K |
| Huntington National Bank | 0.00% | No change | 36 | $3K |
| LRI Investments, LLC | 0.00% | Add +6.5% | 33 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 33 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +26.1% | 29 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +36.8% | 26 | $2K |
| Trust Co | 0.00% | No change | 25 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 25 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 22 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 19 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $2K |
| Assetmark, Inc. | 0.00% | No change | 19 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +125.0% | 18 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 18 | $1K |
| Sankala Group LLC | 0.00% | No change | 15 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Quarry LP | 0.00% | Reduce -88.9% | 11 | $909 |
| Kilter Group LLC | 0.00% | No change | 10 | $827 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 10 | $827 |
| Gilpin Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $662 |
| Creative Capital Management Investments LLC | 0.00% | New | 8 | $661 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 8 | $661 |
| HFM Investment Advisors, LLC | 0.00% | Add +250.0% | 7 | $579 |
| Prestige Wealth Management Group LLC | 0.00% | Add +250.0% | 7 | $579 |
| Bell Investment Advisors, Inc | 0.00% | No change | 7 | $579 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $578 |
| Fulcrum Asset Management LLP | 0.00% | New | 6 | $497 |
| First Horizon Corp. | 0.00% | No change | 6 | $496 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $496 |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $414 |
| Investors Portfolio Services LLC | 0.00% | New | 5 | $413 |
| Hughes Financial Services, LLC | 0.00% | Add +66.7% | 5 | $413 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $331 |
| Caitlin John, LLC | 0.00% | Reduce -99.5% | 4 | $331 |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $248 |
| Davis Capital Management | 0.00% | New | 2 | $165 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $165 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $84 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $83 |
| Evolution Advisers, Inc. | 0.00% | New | 7 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $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.