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 390 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,886
shares
|
$278,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
3,817
shares
|
$273,869
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
3,810
shares
|
$273,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
3,779
shares
|
$271,143
0.1% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,761
shares
|
$269,851
0.0% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,712
shares
|
$266,336
0.0% of portfolio
|
Q2 2023
Reduced 6.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,676
shares
|
$263,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,645
shares
|
$261,528
0.01% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
3,645
shares
|
$261,528
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,600
shares
|
$258,300
0.02% of portfolio
|
Q3 2023
Reduced 2.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,598
shares
|
$258,156
0.0% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,573
shares
|
$256,362
0.12% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,554
shares
|
$254,999
0.0% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
3,500
shares
|
$251,125
0.08% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,447
shares
|
$247,322
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,374
shares
|
$242,084
0.01% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,321
shares
|
$238,281
0.08% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
3,304
shares
|
$237,062
0.0% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,280
shares
|
$235,340
0.01% of portfolio
|
Q2 2025
Added 321.05%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,272
shares
|
$234,766
0.19% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,260
shares
|
$233,905
0.0% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
3,220
shares
|
$231,035
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$229,600
0.02% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
3,161
shares
|
$226,801
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,115
shares
|
$223,501
0.0% of portfolio
|
Q2 2025
Added 6.5%
|