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Security record · archived quarter

AWR

American States Water Company · Utilities · Regulated Water

89.82 -0.5% mkt cap $3.52B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 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
Q2 2026 113 -2 25.77M $2.13B +3 −5
Q1 2026 118 +2 25.18M $1.90B +5 −3
Q4 2025 115 +1 28.77M $2.09B +1
Q3 2025 18 +1 16.99M $1.25B +1 −1
Q2 2025 15 +2 15.64M $1.20B +2
Q1 2025 10 0 3.97M $312.42M
Q4 2024 10 0 4.14M $321.77M
Q3 2024 9 -1 1.80M $150.17M −1
Q2 2024 10 2.14M $155.27M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 6.97M +2.1% $505.12M 0.0% ▲ Add 3 SEC ↗
16 The Vanguard Group (passive) 4.98M +2.4% $360.66M 0.0% ▲ Add 3 SEC ↗
17 The Vanguard Group (passive) 4.98M +2.4% $360.66M 0.0% ▲ Add 3 SEC ↗
18 The Vanguard Group (passive) 4.98M +2.4% $360.66M 0.0% ▲ Add 3 SEC ↗
19 The Vanguard Group (passive) 4.98M +2.4% $360.66M 0.0% ▲ Add 3 SEC ↗
20 The Vanguard Group (passive) 4.98M +2.4% $360.66M 0.0% ▲ Add 3 SEC ↗
21 Neuberger Berman Group LLC 2.52M $182.96M 0.1% n/c 1 SEC ↗
22 Neuberger Berman Group LLC 2.52M $182.96M 0.1% n/c 1 SEC ↗
23 State Street Global Advisors (passive) 2.02M -2.2% $146.67M 0.0% ▼ Trim 5 SEC ↗
24 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
25 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
26 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
27 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
29 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
30 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
31 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
32 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
33 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
34 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
35 Morgan Stanley 1.35M +128.8% $97.65M 0.0% ▲ Add 2 SEC ↗
36 Geode Capital Management (passive) 907.84K +0.3% $65.81M 0.0% ▲ Add 7 SEC ↗
37 Geode Capital Management (passive) 907.84K +0.3% $65.81M 0.0% ▲ Add 7 SEC ↗
38 First Trust Advisors Lp 819.20K $59.38M 0.0% n/c 1 SEC ↗
39 First Trust Advisors Lp 819.20K $59.38M 0.0% n/c 1 SEC ↗
40 Dimensional Fund Advisors Lp 739.85K $53.63M 0.0% n/c 1 SEC ↗
41 Dimensional Fund Advisors Lp 739.85K $53.63M 0.0% n/c 1 SEC ↗
42 Dimensional Fund Advisors Lp 739.85K $53.63M 0.0% n/c 1 SEC ↗
43 Dimensional Fund Advisors Lp 739.85K $53.63M 0.0% n/c 1 SEC ↗
44 Dimensional Fund Advisors Lp 739.85K $53.63M 0.0% n/c 1 SEC ↗
45 Pictet Asset Management Holding SA 738.04K $53.49M 0.1% n/c 1 SEC ↗
46 Invesco Ltd. 650.29K $47.13M 0.0% n/c 1 SEC ↗
47 Invesco Ltd. 650.29K $47.13M 0.0% n/c 1 SEC ↗
48 Invesco Ltd. 650.29K $47.13M 0.0% n/c 1 SEC ↗
49 Invesco Ltd. 650.29K $47.13M 0.0% n/c 1 SEC ↗
50 Invesco Ltd. 650.29K $47.13M 0.0% n/c 1 SEC ↗
51 Invesco Ltd. 650.29K $47.13M 0.0% n/c 1 SEC ↗
52 Invesco Ltd. 650.29K $47.13M 0.0% n/c 1 SEC ↗
53 Charles Schwab Investment… 462.89K $33.55M 0.0% n/c 1 SEC ↗
54 BNP Paribas Asset Management… 460.05K $33.34M 0.0% n/c 1 SEC ↗
55 BNP Paribas Asset Management… 460.05K $33.34M 0.0% n/c 1 SEC ↗
56 BNP Paribas Asset Management… 460.05K $33.34M 0.0% n/c 1 SEC ↗
57 BNP Paribas Asset Management… 460.05K $33.34M 0.0% n/c 1 SEC ↗
58 Northern Trust Corp 456.80K $33.11M 0.0% n/c 1 SEC ↗
59 Northern Trust Corp 456.80K $33.11M 0.0% n/c 1 SEC ↗
60 Northern Trust Corp 456.80K $33.11M 0.0% n/c 1 SEC ↗
61 Northern Trust Corp 456.80K $33.11M 0.0% n/c 1 SEC ↗
62 Northern Trust Corp 456.80K $33.11M 0.0% n/c 1 SEC ↗
63 Northern Trust Corp 456.80K $33.11M 0.0% n/c 1 SEC ↗
64 Northern Trust Corp 456.80K $33.11M 0.0% n/c 1 SEC ↗
65 AQR Capital Management 409.64K +37.7% $29.69M 0.0% ▲ Add 7 SEC ↗
66 AQR Capital Management 409.64K +37.7% $29.69M 0.0% ▲ Add 7 SEC ↗
67 AQR Capital Management 409.64K +37.7% $29.69M 0.0% ▲ Add 7 SEC ↗
68 AQR Capital Management 409.64K +37.7% $29.69M 0.0% ▲ Add 7 SEC ↗
69 AQR Capital Management 409.64K +37.7% $29.69M 0.0% ▲ Add 7 SEC ↗
70 AQR Capital Management 409.64K +37.7% $29.69M 0.0% ▲ Add 7 SEC ↗
71 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
72 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
73 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
74 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
75 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
76 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
77 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
78 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
79 Bank of New York Mellon Corp 334.84K $24.27M 0.0% n/c 1 SEC ↗
80 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
81 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
82 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
83 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
84 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
85 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
86 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
87 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
88 JPMorgan Chase 262.69K -59.4% $19.04M 0.0% ▼ Trim 2 SEC ↗
89 Goldman Sachs Group 250.21K +23.8% $18.13M 0.0% ▲ Add 2 SEC ↗
90 Goldman Sachs Group 250.21K +23.8% $18.13M 0.0% ▲ Add 2 SEC ↗
91 Legal & General Group Plc 244.44K $17.72M 0.0% n/c 1 SEC ↗
92 Legal & General Group Plc 244.44K $17.72M 0.0% n/c 1 SEC ↗
93 Legal & General Group Plc 244.44K $17.72M 0.0% n/c 1 SEC ↗
94 Victory Capital Management Inc 233.57K $16.93M 0.0% n/c 1 SEC ↗
95 Amundi 232.82K $16.87M 0.0% n/c 1 SEC ↗
96 Principal Financial Group Inc 184.91K $13.40M 0.0% n/c 1 SEC ↗
97 Principal Financial Group Inc 184.91K $13.40M 0.0% n/c 1 SEC ↗
98 Bank Of America Corp /De/ 170.55K $12.36M 0.0% n/c 1 SEC ↗
99 Bank Of America Corp /De/ 170.55K $12.36M 0.0% n/c 1 SEC ↗
100 Bank Of America Corp /De/ 170.55K $12.36M 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

No new tracked buyers this quarter.

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)

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
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