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Security record · archived quarter

AWR

American States Water Company · Utilities · Regulated Water

83.45 +0.9% mkt cap $3.31B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
115Tracked holders
+1Δ holders
28.77MShares held
$2.09BReported value
+1New positions
−0Exits
Stable Conviction score 53/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.9% · share flow +2.7% · net new positions +0.9% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 62.44K $4.76M n/a n/a
Q2 2026 113 -2 25.89M $2.14B +3 −5
Q1 2026 118 +2 25.18M $1.90B +5 −3
Q4 2025 115 +1 28.77M $2.09B +1 n/a
Q3 2025 18 +1 16.99M $1.25B +1 −1
Q2 2025 15 +2 15.64M $1.20B +2 n/a
Q1 2025 10 0 3.97M $312.42M n/a n/a
Q4 2024 10 0 4.14M $321.77M n/a n/a
Q3 2024 9 -1 1.80M $150.17M n/a −1
Q2 2024 10 n/a 2.14M $155.27M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗ ×15
2 The Vanguard Group ✦ (passive) 4.98M +2.4% $360.66M 0.0% ▲ Add 3 SEC ↗ ×5
3 Neuberger Berman Group LLC 2.52M n/a $182.96M 0.1% n/c 1 SEC ↗ ×2
4 State Street Global Advisors ✦ (passive) 2.02M -2.2% $146.67M 0.0% ▼ Trim 5 SEC ↗
5 Morgan Stanley ✦ 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗ ×12
6 Geode Capital Management ✦ (passive) 907.84K +0.3% $65.81M 0.0% ▲ Add 7 SEC ↗ ×2
7 First Trust Advisors Lp 819.20K n/a $59.38M 0.0% n/c 1 SEC ↗ ×2
8 Dimensional Fund Advisors Lp 739.85K n/a $53.63M 0.0% n/c 1 SEC ↗ ×5
9 Pictet Asset Management Holding SA 738.04K n/a $53.49M 0.1% n/c 1 SEC ↗
10 Invesco Ltd. 650.29K n/a $47.13M 0.0% n/c 1 SEC ↗ ×7
11 Charles Schwab Investment… 462.89K n/a $33.55M 0.0% n/c 1 SEC ↗
12 BNP Paribas Asset Management… 460.05K n/a $33.34M 0.0% n/c 1 SEC ↗ ×4
13 Northern Trust Corp 456.80K n/a $33.11M 0.0% n/c 1 SEC ↗ ×7
14 AQR Capital Management ✦ 409.64K +37.7% $29.69M 0.0% ▲ Add 7 SEC ↗ ×6
15 Bank of New York Mellon Corp 334.84K n/a $24.27M 0.0% n/c 1 SEC ↗ ×9
16 JPMorgan Chase ✦ 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗ ×9
17 Goldman Sachs Group ✦ 250.21K +23.8% $18.13M 0.0% ▲ Add 2 SEC ↗ ×2
18 Legal & General Group Plc 244.44K n/a $17.72M 0.0% n/c 1 SEC ↗ ×3
19 Victory Capital Management Inc 233.57K n/a $16.93M 0.0% n/c 1 SEC ↗
20 Amundi 232.82K n/a $16.87M 0.0% n/c 1 SEC ↗
21 Principal Financial Group Inc 184.91K n/a $13.40M 0.0% n/c 1 SEC ↗ ×2
22 Bank Of America Corp /De/ 170.55K n/a $12.36M 0.0% n/c 1 SEC ↗ ×7
23 Deutsche Bank Ag\ 167.53K n/a $12.14M 0.0% n/c 1 SEC ↗ ×4
24 Hrt Financial Lp 162.93K n/a $11.81M 0.0% n/c 1 SEC ↗
25 Zurcher Kantonalbank (Zurich… 153.93K n/a $11.16M 0.0% n/c 1 SEC ↗
26 UBS AM, a distinct business unit of… 149.11K n/a $10.81M 0.0% n/c 1 SEC ↗ ×10
27 UBS Group AG 140.67K n/a $10.20M 0.0% n/c 1 SEC ↗ ×3
28 Nuveen, LLC 127.22K n/a $9.22M 0.0% n/c 1 SEC ↗ ×2
29 Rhumbline Advisers 118.53K n/a $8.59M 0.0% n/c 1 SEC ↗
30 Ameriprise Financial Inc 113.15K n/a $8.20M 0.0% n/c 1 SEC ↗ ×2
31 Millennium Management ✦ 108.75K -33.9% $7.88M 0.0% ▼ Trim 7 SEC ↗
32 D. E. Shaw & Co. ✦ 105.56K +82.4% $7.65M 0.0% ▲ Add 7 SEC ↗
33 Qube Research & Technologies Ltd 98.68K n/a $7.15M 0.0% n/c 1 SEC ↗
34 ProShare Advisors LLC 92.99K n/a $6.74M 0.0% n/c 1 SEC ↗
35 Barclays Plc 90.52K n/a $6.56M 0.0% n/c 1 SEC ↗ ×2
36 Two Sigma Investments ✦ 87.65K +45.5% $6.35M 0.0% ▲ Add 7 SEC ↗
37 Swiss National Bank 76.00K n/a $5.51M 0.0% n/c 1 SEC ↗
38 Citadel Advisors ✦ 74.44K +4.5% $5.40M 0.0% ▲ Add 7 SEC ↗
39 Wells Fargo & Company/Mn 73.80K n/a $5.35M 0.0% n/c 1 SEC ↗ ×3
40 Man Group plc 57.15K n/a $4.14M 0.0% n/c 1 SEC ↗ ×2
41 Cetera Investment Advisers 52.78K n/a $3.83M 0.0% n/c 1 SEC ↗
42 Raymond James Financial Inc 51.44K n/a $3.73M 0.0% n/c 1 SEC ↗ ×3
43 T. Rowe Price ✦ 50.15K +10.9% $3.63M 0.0% ▲ Add 7 SEC ↗
44 Hsbc Holdings Plc 46.14K n/a $3.35M 0.0% n/c 1 SEC ↗ ×2
45 Renaissance Technologies ✦ 45.70K -61.1% $3.31M 0.0% ▼ Trim 3 SEC ↗
46 Allianz Asset Management GmbH 44.83K n/a $3.25M 0.0% n/c 1 SEC ↗
47 Td Asset Management Inc 44.80K n/a $3.25M 0.0% n/c 1 SEC ↗
48 Point72 Asset Management ✦ 43.35K New $3.14M 0.0% New 1 SEC ↗
49 Alliancebernstein L.P. 41.90K n/a $3.04M 0.0% n/c 1 SEC ↗
50 Connor, Clark & Lunn Investment… 40.53K n/a $2.94M 0.0% n/c 1 SEC ↗
51 Prudential Financial Inc 40.43K n/a $2.93M 0.0% n/c 1 SEC ↗
52 Mariner, LLC 38.70K n/a $2.81M 0.0% n/c 1 SEC ↗
53 California State Teachers… 36.00K n/a $2.61M 0.0% n/c 1 SEC ↗
54 Franklin Resources Inc 33.60K n/a $2.44M 0.0% n/c 1 SEC ↗ ×5
55 Arrowstreet Capital ✦ 32.37K -21.7% $2.35M 0.0% ▼ Trim 3 SEC ↗
56 LPL Financial LLC 31.07K n/a $2.25M 0.0% n/c 1 SEC ↗
57 Jane Street Group, Llc 30.99K n/a $2.25M 0.0% n/c 1 SEC ↗ ×2
58 Russell Investments Group, Ltd. 28.98K n/a $2.10M 0.0% n/c 1 SEC ↗ ×5
59 Storebrand Asset Management As 27.98K n/a $2.03M 0.0% n/c 1 SEC ↗
60 Creative Planning 27.50K n/a $1.99M 0.0% n/c 1 SEC ↗
61 Cwm, Llc 27.46K n/a $1.99M 0.0% n/c 1 SEC ↗
62 Cerity Partners LLC 24.61K n/a $1.78M 0.0% n/c 1 SEC ↗ ×3
63 Holocene Advisors, LP 23.20K n/a $1.68M 0.0% n/c 1 SEC ↗
64 Lazard Asset Management Llc 23.19K n/a $1.68M 0.0% n/c 1 SEC ↗
65 State Of Wisconsin Investment Board 22.13K n/a $1.60M 0.0% n/c 1 SEC ↗
66 MIRAE ASSET GLOBAL ETFS HOLDINGS… 22.09K n/a $1.60M 0.0% n/c 1 SEC ↗
67 Wealth Enhancement Advisory… 21.82K n/a $1.58M 0.0% n/c 1 SEC ↗
68 Quantinno Capital Management LP 21.65K n/a $1.57M 0.0% n/c 1 SEC ↗
69 Bridgewater Associates ✦ 20.69K +114.9% $1.50M 0.0% ▲ Add 2 SEC ↗
70 Bnp Paribas Financial Markets 19.47K n/a $1.41M 0.0% n/c 1 SEC ↗
71 Gotham Asset Management ✦ 19.27K +119.6% $1.40M 0.0% ▲ Add 7 SEC ↗
72 Manufacturers Life Insurance… 17.90K n/a $1.30M 0.0% n/c 1 SEC ↗
73 HighTower Advisors, LLC 16.66K n/a $1.21M 0.0% n/c 1 SEC ↗
74 Janus Henderson Group Plc 16.50K n/a $1.20M 0.0% n/c 1 SEC ↗
75 Royal Bank Of Canada 16.41K n/a $1.19M 0.0% n/c 1 SEC ↗ ×7
76 Mercer Global Advisors Inc /Adv 15.53K n/a $1.13M 0.0% n/c 1 SEC ↗
77 Commonwealth Equity Services, Llc 15.22K n/a $1.10M 0.0% n/c 1 SEC ↗
78 Sei Investments Co 14.96K n/a $1.08M 0.0% n/c 1 SEC ↗ ×2
79 Bank Of Montreal /Can/ 14.47K n/a $1.05M 0.0% n/c 1 SEC ↗ ×4
80 Corient Private Wealth LP 14.11K n/a $1.01M 0.0% n/c 1 SEC ↗ ×2
81 Balyasny Asset Management L.P. 12.49K n/a $904,985 0.0% n/c 1 SEC ↗
82 New York State Common Retirement… 12.31K n/a $892,446 0.0% n/c 1 SEC ↗
83 Captrust Financial Advisors 11.90K n/a $862,476 0.0% n/c 1 SEC ↗
84 State Board Of Administration Of… 10.47K n/a $759,156 0.0% n/c 1 SEC ↗
85 Universal- Beteiligungs- und… 10.34K n/a $752,070 0.0% n/c 1 SEC ↗
86 Focus Partners Wealth 10.10K n/a $732,345 0.0% n/c 1 SEC ↗
87 Lido Advisors, LLC 9.23K n/a $676,907 0.0% n/c 1 SEC ↗ ×2
88 Osaic Holdings, Inc. 9.15K n/a $663,684 0.0% n/c 1 SEC ↗ ×2
89 Stifel Financial Corp 9.12K n/a $661,342 0.0% n/c 1 SEC ↗ ×3
90 Citigroup Inc 8.60K n/a $623,617 0.0% n/c 1 SEC ↗ ×2
91 Fidelity (FMR) ✦ 8.28K -60.9% $599,829 0.0% ▼ Trim 3 SEC ↗ ×2
92 Pnc Financial Services Group, Inc. 8.20K n/a $593,974 0.0% n/c 1 SEC ↗ ×4
93 Tidal Investments LLC 8.09K n/a $586,218 0.0% n/c 1 SEC ↗ ×2
94 Us Bancorp \De\ 7.89K n/a $571,650 0.0% n/c 1 SEC ↗ ×2
95 Susquehanna International Group, Llp 7.10K n/a $514,753 0.0% n/c 1 SEC ↗
96 Voya Investment Management Llc 6.84K n/a $495,836 0.0% n/c 1 SEC ↗
97 American Century Companies Inc 6.52K n/a $472,521 0.0% n/c 1 SEC ↗
98 Baird Financial Group, Inc. 6.42K n/a $465,176 0.0% n/c 1 SEC ↗ ×2
99 Daiwa Securities Group Inc. 6.32K n/a $458,000 0.0% n/c 1 SEC ↗
100 Canada Pension Plan Investment Board 5.90K n/a $427,632 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 372 holders, 31.47M shares, $2.32B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 04 BONTA DIANA M

Director · 546 sh · $48,486

Aug 19 HOLLOWAY ANNE M

Director · 900 sh · $79,970

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Oct 06 SC 13G/A: Neuberger Berman Group LLC

View original SEC filing ↗

Jul 31 SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API