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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
107
shares
|
$7,981
0.0% of portfolio
|
Q3 2025
Added 25.88%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
101
shares
|
$7,533
0.0% of portfolio
|
Q3 2025
Added 114.89%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$7,459
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
100
shares
|
$7,459
0.0% of portfolio
|
Q2 2025
Added 1039.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
100
shares
|
$7,459
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
100
shares
|
$7,459
0.0% of portfolio
|
Q3 2025
Reduced 49.49%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
90
shares
|
$6,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
79
shares
|
$5,892
0.0% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
62
shares
|
$4,624
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,729
0.0% of portfolio
|
Q2 2022
Reduced 58.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
50
shares
|
$3,729
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
49
shares
|
$3,654
0.0% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
48
shares
|
$3,580
0.0% of portfolio
|
Q3 2025
Added 140.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$3,207
0.0% of portfolio
|
Q1 2022
Reduced 8.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
38
shares
|
$2,834
0.0% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
35
shares
|
$2,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
31
shares
|
$2,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
31
shares
|
$2,312
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
28
shares
|
$2,088
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
25
shares
|
$1,864
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
21
shares
|
$1,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
20
shares
|
$1,491
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$1,417
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
19
shares
|
$1,417
0.0% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
17
shares
|
$1,268
0.0% of portfolio
|
Q3 2025
Reduced 54.05%
|
|