Global Water ResourcesGWRS

13F holders, Q4 2025 (December 31)
100holders +7
20new positions
12sold out
3famous investors
$8.48avg. 13F price*

At the end of Q4 2025, 100 institutions reported holding Global Water Resources Inc. (GWRS) in their 13F filings, up 7 from Q3 2025. 20 opened new positions and 12 sold out. The largest holders were Handelsbanken Fonder AB ($14.4M), Vanguard Group Inc. ($6.4M) and Heartland Advisors Inc. ($5.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Global Water Resources Inc.
CUSIP
379463102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 71Q1 2024Q2 2024: 76Q2 2024Q3 2024: 76Q3 2024Q4 2024: 82Q4 2024Q1 2025: 86Q1 2025Q2 2025: 88Q2 2025Q3 2025: 93Q3 2025Q4 2025: 100Q4 2025Q1 2026: 98Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions20$2.2M
Exits12$15.8M

All 13F filers, Q3 2025 → Q4 2025: 666,389 shares bought and 1,283,449 shares sold, net −617,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

Handelsbanken Fonder AB 0.04% No change 1,700,000 $14.4M
Vanguard Group Inc. 0.00% Reduce -4.5% 758,581 $6.4M
Heartland Advisors Inc. 0.31% Add +52.6% 686,500 $5.8M
BlackRock, Inc. 0.00% Add +2.1% 582,249 $4.9M
Redmond Asset Management, LLC 0.71% Reduce -0.2% 329,751 $2.8M
Geode Capital Management, LLC 0.00% Add +3.3% 312,753 $2.6M
North Star Investment Management Corp. 0.16% Add +5.2% 304,448 $2.6M
State Street Corp. 0.00% Add +3.4% 240,100 $2.0M
Claret Asset Management Corp 0.22% Reduce -3.0% 221,178 $1.9M
Wells Fargo & Company 0.00% Add +3.1% 218,814 $1.8M
Renaissance Technologies 0.00% Reduce -9.5% 202,947 $1.7M
Penn Capital Management Company, LLC 0.12% Reduce -0.1% 177,767 $1.5M
Dimensional Fund Advisors LP 0.00% Add +0.2% 151,404 $1.3M
Morgan Stanley 0.00% Add +122.3% 125,634 $1.1M
Bard Associates Inc. 0.26% Reduce -13.8% 118,332 $1000K
Northern Trust Corp. 0.00% Reduce -3.0% 93,289 $788K
Marshall Wace, LLP 0.00% New 72,074 $609K
Panagora Asset Management Inc. 0.00% Reduce -4.2% 71,591 $605K
Commonwealth Equity Services, LLC 0.00% Add +8.8% 62,978 $532K
Wesbanco Bank Inc. 0.01% No change 61,500 $520K
Goldman Sachs Group Inc. 0.00% Reduce -58.9% 54,731 $462K
DekaBank Deutsche Girozentrale 0.00% No change 32,500 $452K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.8% 52,377 $443K
Barclays PLC 0.00% Add +4.1% 45,186 $382K
Bank of America Corp. 0.00% Add +9.1% 38,872 $328K
Perritt Capital Management Inc 0.49% No change 35,000 $296K
Rothschild Wealth LLC 0.03% New 35,000 $296K
Charles Schwab Investment Management Inc. 0.00% Add +1.1% 34,982 $296K
Los Angeles Capital Management LLC 0.00% Add +52.9% 29,925 $294K
Gsa Capital Partners LLP 0.02% Add +101.0% 28,403 $240K
Royal Bank of Canada 0.00% Add +82.1% 27,492 $232K
Nuveen, LLC 0.00% No change 26,628 $225K
Ancora Advisors LLC 0.00% New 26,500 $224K
Bank of New York Mellon Corp 0.00% Reduce -83.7% 25,111 $212K
Cullen Capital Management, LLC 0.00% Reduce -39.9% 24,218 $205K
ELCO Management Co., LLC 0.12% Reduce -7.5% 22,999 $194K
D.A. Davidson & Co. 0.00% Add +4.5% 21,946 $185K
Arrowstreet Capital, Limited Partnership 0.00% New 21,781 $184K
Atria Investments, Inc 0.00% Reduce -44.9% 21,673 $183K
Avanza Fonder AB 0.00% Reduce -11.4% 19,591 $166K
Perigon Wealth Management, LLC 0.00% New 19,174 $162K
Millennium Management 0.00% New 18,052 $153K
Rhumbline Advisers 0.00% Reduce -9.3% 17,308 $146K
Trexquant Investment LP 0.00% New 17,098 $144K
UBS Group AG 0.00% Reduce -34.7% 15,918 $135K
AQR Capital Management 0.00% Reduce -45.0% 15,470 $131K
Deutsche Bank AG 0.00% No change 15,002 $127K
Alliancebernstein L.P. 0.00% Add +5.2% 14,140 $119K
Cwm, LLC 0.00% Reduce -6.6% 13,935 $118K
JPMorgan Chase & Co. 0.00% Reduce -46.1% 13,935 $118K
Occudo Quantitative Strategies LP 0.01% New 12,640 $107K
Group One Trading LLC 0.00% New 11,351 $96K
Squarepoint Ops LLC 0.00% New 10,472 $88K
HSBC Holdings PLC 0.00% Reduce -16.9% 10,123 $86K
Bridgeway Capital Management, LLC 0.00% New 10,000 $85K
Global Retirement Partners, LLC 0.00% No change 7,649 $65K
Federation des caisses Desjardins du Quebec 0.00% No change 6,900 $58K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.0% 5,988 $51K
TD Waterhouse Canada Inc. 0.00% No change 3,500 $30K
BNP Paribas Financial Markets 0.00% Reduce -32.6% 3,202 $27K
New York State Common Retirement Fund 0.00% No change 2,918 $25K
Russell Investments Group, Ltd. 0.00% Reduce -17.0% 2,873 $24K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,611 $22K
State of Alaska, Department of Revenue 0.00% New 2,025 $17K
FMR LLC 0.00% Reduce -8.1% 1,712 $14K
Simplex Trading, LLC 0.00% Add +475.6% 1,560 $13K
Farther Finance Advisors, LLC 0.00% Add +21.0% 1,554 $13K
Legal & General Group Plc 0.00% No change 1,381 $12K
Tower Research Capital LLC (TRC) 0.00% Add +7.5% 1,244 $11K
Hussman Strategic Advisors, Inc. 0.00% No change 1,000 $8K
SBI Securities Co., Ltd. 0.00% Add +0.8% 884 $7K
Nisa Investment Advisors, LLC 0.00% Reduce -48.4% 784 $7K
California State Teachers Retirement System 0.00% Reduce -7.9% 773 $7K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 673 $6K
Creative Financial Designs Inc. 0.00% No change 666 $6K
Ameritas Investment Partners, Inc. 0.00% No change 641 $5K
UMB Bank, n.a. 0.00% No change 432 $4K
Osaic Holdings, Inc. 0.00% Add +84.3% 387 $3K
SageView Advisory Group, LLC 0.00% New 360 $3K
Amalgamated Bank 0.00% Reduce -10.0% 396 $3K
Citigroup Inc. 0.00% Reduce -73.4% 331 $3K
Essential Partners LLC 0.00% Reduce -63.6% 190 $2K
Cornerstone Planning Group LLC 0.00% New 160 $1K
Harbour Investments, Inc. 0.00% Reduce -77.6% 160 $1K
Jones Financial Companies LLLP 0.00% Add +12.8% 150 $1K
Sterling Capital Management LLC 0.00% Add +60.8% 127 $1K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.8% 107 $1K
Bare Financial Services, Inc 0.00% New 58 $490
EverSource Wealth Advisors, LLC 0.00% Reduce -54.8% 57 $482
Bogart Wealth, LLC 0.00% New 50 $423
Smartleaf Asset Management LLC 0.00% No change 47 $400
PNC Financial Services Group, Inc. 0.00% Reduce -98.4% 17 $144
True Wealth Design, LLC 0.00% Reduce -76.4% 13 $110
IFP Advisors, Inc 0.00% Reduce -14.3% 12 $101
MAI Capital Management 0.00% New 10 $85
Kozak & Associates, Inc. 0.00% No change 7 $62
Allworth Financial LP 0.00% Reduce -99.9% 3 $26
Rothschild Investment LLC 0.00% New 3 $25
Sunbelt Securities, Inc. 0.00% Reduce -50.0% 3 $25
Game Plan Financial Advisors, LLC 0.00% New 3 $25

"% of holder's portfolio" is GWRS's weight in each manager's 13F, not the share of Global Water Resources Inc. the manager owns.