Institutional Ownership American States Water CO (AWR)
This table provides information about the institutional ownership of American States Water CO (AWR). We have compiled data on the 401 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
4,280
shares
|
$319,245
0.02% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,276
shares
|
$318,946
0.03% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
4,143
shares
|
$309,026
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,120
shares
|
$307,310
0.0% of portfolio
|
Q3 2025
Reduced 69.03%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,076
shares
|
$304,028
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,986
shares
|
$297,315
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
3,918
shares
|
$292,243
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
3,806
shares
|
$283,889
0.08% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,712
shares
|
$276,878
0.0% of portfolio
|
Q2 2023
Reduced 6.64%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,645
shares
|
$271,880
0.01% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
3,645
shares
|
$271,880
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,601
shares
|
$268,598
0.0% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,600
shares
|
$268,524
0.02% of portfolio
|
Q3 2023
Reduced 2.12%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,580
shares
|
$267,032
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,573
shares
|
$266,510
0.12% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,559
shares
|
$265,465
0.0% of portfolio
|
Q3 2025
Reduced 42.38%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
3,500
shares
|
$261,065
0.07% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,463
shares
|
$258,305
0.0% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
3,462
shares
|
$258,230
0.06% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
3,450
shares
|
$257,335
0.06% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
3,411
shares
|
$254,426
0.01% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,346
shares
|
$249,578
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,308
shares
|
$246,743
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,304
shares
|
$246,445
0.0% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,272
shares
|
$244,058
0.19% of portfolio
|
Q2 2025
Reduced 20.27%
|
|