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AWR · American States Water Co

$89.28 +1.35 (+1.54%) At close · Jul 17
Market Cap
$3.50B
Shares
39,192,653

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 378
Total Value: $2,177,255,584
Total Shares: 28,753,152
Showing 1–100 of 385 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Superinvestors Holding AWR

All superinvestors →
Ray Dalio $2,294,991 Joel Greenblatt $1,311,628

Holder Concentration

Across 376 13F filers
Top Holder
23.9%
Jun 2023 → Mar 2026 · range 21.9% – 24.2%
of institutional value
Top 5
50.5%
Jun 2023 → Mar 2026 · range 50.5% – 59.4%
of institutional value
Top 10
63.1%
Jun 2023 → Mar 2026 · range 63.1% – 71.4%
of institutional value
HHI
811
Jun 2023 → Mar 2026 · range 811 – 1,047
Broadly held
Showing 100 of 385
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $518,893,391 23.83% 6,861,854
Mega NEUBERGER BERMAN GROUP LLC $191,159,192 8.78% 2,527,892
Mega STATE STREET CORP $156,144,486 7.17% 2,064,857
Mega VANGUARD CAPITAL MANAGEMENT LLC $132,809,817 6.10% 1,756,279
Mega MORGAN STANLEY $98,482,266 4.52% 1,302,331
Mega GEODE CAPITAL MANAGEMENT, LLC $70,656,680 3.25% 934,365
Mega FIRST TRUST ADVISORS LP $63,225,276 2.90% 836,092
Mega DIMENSIONAL FUND ADVISORS LP $56,040,391 2.57% 741,079
Mega Invesco Ltd. $48,310,892 2.22% 638,864
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $35,847,660 1.65% 474,050
Mega AQR CAPITAL MANAGEMENT LLC $35,808,863 1.64% 473,537
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $34,940,674 1.60% 462,056
Mega NORTHERN TRUST CORP Bank $33,381,388 1.53% 441,436
Mega Bank of New York Mellon Corp Bank $24,896,216 1.14% 329,228
Mega VANGUARD FIDUCIARY TRUST CO Bank $19,816,825 0.91% 262,058
Mega JPMORGAN CHASE & CO $18,725,851 0.86% 247,631
Mega VICTORY CAPITAL MANAGEMENT INC $18,408,932 0.85% 243,440
Mega GOLDMAN SACHS GROUP INC $17,846,697 0.82% 236,005
Mega Legal & General Group Plc $17,204,380 0.79% 227,511
Mega Amundi $16,923,907 0.78% 223,802
Large Qube Research & Technologies Ltd $15,818,494 0.73% 209,184
Mega MILLENNIUM MANAGEMENT LLC $15,636,930 0.72% 206,783
Mega PRINCIPAL FINANCIAL GROUP INC $14,284,314 0.66% 188,896
Mid KENNEDY CAPITAL MANAGEMENT LLC $14,113,036 0.65% 186,631
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $13,472,534 0.62% 178,161
Mid Perpetual Ltd $13,249,968 0.61% 160,353
Mega BANK OF AMERICA CORP /DE/ Bank $11,545,282 0.53% 152,675
Large HRT FINANCIAL LP $10,723,747 0.49% 141,811
Large Public Sector Pension Investment Board Pension $10,470,496 0.48% 138,462
Small Leith Wheeler Investment Counsel Ltd. $9,545,134 0.44% 126,225
Mega Nuveen, LLC $9,174,898 0.42% 121,329
Mega JANE STREET GROUP, LLC $9,132,929 0.42% 120,774
Mega UBS Group AG $9,025,775 0.41% 119,357
Mega RHUMBLINE ADVISERS $9,020,482 0.41% 119,287
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8,531,746 0.39% 112,824
Mega AMERIPRISE FINANCIAL INC $8,136,786 0.37% 107,601
Large RENAISSANCE TECHNOLOGIES LLC $7,985,472 0.37% 105,600
Mega D. E. Shaw & Co., Inc. $7,908,339 0.36% 104,580
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7,787,347 0.36% 102,980
Mega DEUTSCHE BANK AG\ Bank $7,717,775 0.35% 102,060
Mid D.A. DAVIDSON & CO. $7,499,840 0.34% 99,178
Large ProShare Advisors LLC $7,007,478 0.32% 92,667
Mega TWO SIGMA INVESTMENTS, LP $6,968,609 0.32% 92,153
Mid Meiji Yasuda Asset Management Co Ltd. $6,673,162 0.31% 88,246
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $6,392,752 0.29% 77,366
Mega Swiss National Bank Bank $5,784,930 0.27% 76,500
Large CANADA LIFE ASSURANCE Co Insurance $5,737,138 0.26% 75,868
Large MARSHALL WACE, LLP $5,686,775 0.26% 75,202
Large KBC Group NV $5,448,345 0.25% 72,049
Large Trexquant Investment LP $5,179,516 0.24% 68,494
Small DEAN INVESTMENT ASSOCIATES, LLC $5,036,670 0.23% 66,605
Small Cornerstone Wealth Management, LLC $4,924,223 0.23% 65,118
Mid MARTINGALE ASSET MANAGEMENT L P $4,625,826 0.21% 61,172
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $4,599,435 0.21% 60,823
Large Man Group plc $4,578,336 0.21% 60,544
Large IEQ CAPITAL, LLC $4,544,308 0.21% 60,094
Large Mariner, LLC $4,527,671 0.21% 59,874
Large Allianz Asset Management GmbH $4,434,583 0.20% 58,643
Large Cetera Investment Advisers $4,280,772 0.20% 56,609
Large JACOBS LEVY EQUITY MANAGEMENT, INC $4,250,751 0.20% 56,212
Mega FRANKLIN RESOURCES INC $4,195,395 0.19% 55,480
Mega PRICE T ROWE ASSOCIATES INC /MD/ $4,181,786 0.19% 55,300
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $3,887,170 0.18% 51,404
Mega BARCLAYS PLC $3,805,348 0.17% 50,322
Mega RAYMOND JAMES FINANCIAL INC $3,804,895 0.17% 50,316
Large Thrivent Financial for Lutherans $3,720,125 0.17% 49,195
Mega WELLS FARGO & COMPANY/MN $3,544,989 0.16% 46,879
Small Dean Capital Management $3,529,790 0.16% 46,678
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $3,513,305 0.16% 46,460
Large Quantinno Capital Management LP $3,503,323 0.16% 46,328
Mega TD Asset Management Inc $3,478,520 0.16% 46,000
Large GABELLI FUNDS LLC $3,440,710 0.16% 45,500
Large PRUDENTIAL FINANCIAL INC $3,310,946 0.15% 43,784
Large BESSEMER GROUP INC $3,278,958 0.15% 43,361
Mega CITADEL ADVISORS LLC $3,206,288 0.15% 42,400
Mega ALLIANCEBERNSTEIN L.P. $3,191,012 0.15% 42,198
Large SG Americas Securities, LLC Broker-Dealer $3,161,520 0.15% 41,808
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,133,164 0.14% 37,918
Mid Maryland State Retirement & Pension System Pension $3,037,655 0.14% 40,170
Large PEAK6 LLC $3,024,800 0.14% 40,000
Mid ALGERT GLOBAL LLC $2,968,085 0.14% 39,250
Mega AMERICAN CENTURY COMPANIES INC $2,872,425 0.13% 37,985
Mid Magellan Asset Management Ltd $2,778,505 0.13% 36,743
Small SkyOak Wealth, LLC $2,770,263 0.13% 36,634
Mid EXCHANGE TRADED CONCEPTS, LLC $2,524,951 0.12% 33,390
Mid FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. $2,419,461 0.11% 31,995
Mega LPL Financial LLC $2,401,464 0.11% 31,757
Large State of New Jersey Common Pension Fund D Pension $2,314,425 0.11% 30,606
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $2,309,964 0.11% 30,547
Mid EULAV Asset Management $2,306,410 0.11% 30,500
Large Bridgewater Associates, LP $2,294,991 0.11% 30,349
Large Assenagon Asset Management S.A. $2,242,330 0.10% 27,137
Large Cerity Partners LLC $2,226,025 0.10% 29,437
Large Corient Private Wealth LLC $2,223,379 0.10% 29,402
Large Connor, Clark & Lunn Investment Management Ltd. $2,216,270 0.10% 29,308
Mega VANGUARD ASSET MANAGEMENT, Ltd $2,208,179 0.10% 29,201
Large Vanguard Investments Australia, Ltd. $2,182,317 0.10% 28,859
Large Holocene Advisors, LP $2,150,859 0.10% 28,443
Large CWM, LLC $2,141,785 0.10% 28,323
Large Creative Planning $2,075,920 0.10% 27,452
Key facts CIK 1056903 CUSIP 029899101 13F (30d) 47 filings 36 filers Visit website

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