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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
191
shares
|
$13,704
0.0% of portfolio
|
Q1 2025
Reduced 85.31%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
161
shares
|
$11,551
0.0% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
152
shares
|
$10,906
0.0% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
150
shares
|
$10,762
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
141
shares
|
$10,116
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
140
shares
|
$10,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
137
shares
|
$9,829
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
127
shares
|
$9,112
0.0% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
111
shares
|
$7,964
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
100
shares
|
$7,175
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
100
shares
|
$7,175
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
100
shares
|
$7,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
85
shares
|
$6,098
0.0% of portfolio
|
Q2 2025
Added 8400.0%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
76
shares
|
$5,453
0.0% of portfolio
|
Q2 2025
Reduced 97.87%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
72
shares
|
$5,166
0.0% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
70
shares
|
$5,022
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
62
shares
|
$4,448
0.0% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
62
shares
|
$4,448
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
62
shares
|
$4,448
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
59
shares
|
$4,233
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
54
shares
|
$3,874
0.0% of portfolio
|
Q2 2025
Added 86.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,587
0.0% of portfolio
|
Q2 2022
Reduced 58.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
50
shares
|
$3,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
47
shares
|
$3,372
0.0% of portfolio
|
Q2 2025
Added 327.27%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
45
shares
|
$3,228
0.0% of portfolio
|
Q2 2025
Added 164.71%
|