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Security record · archived quarter

AWR

American States Water Company · Utilities · Regulated Water

89.70 -0.6% mkt cap $3.52B quote delayed (FMP) · as of Aug 26 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
118Tracked holders
+2Δ holders
25.18MShares held
$1.90BReported value
+5New positions
−3Exits
Stable Conviction score 39/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.7% · share flow -1.5% · net new positions +1.7%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
2 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
3 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
4 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
5 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
6 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
7 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
8 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
9 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
10 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
11 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
12 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
13 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
14 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
15 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
16 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
17 BlackRock (passive) 6.86M -1.5% $518.89M 0.0% ▼ Trim 4 SEC ↗
18 Neuberger Berman Group LLC 2.53M +0.1% $191.16M 0.1% ▲ Add 2 SEC ↗
19 Neuberger Berman Group LLC 2.53M +0.1% $191.16M 0.1% ▲ Add 2 SEC ↗
20 State Street Global Advisors (passive) 2.06M +2.0% $156.14M 0.0% ▲ Add 6 SEC ↗
21 Vanguard Capital Management Llc 1.76M $132.81M 0.0% n/c 1 SEC ↗
22 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
23 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
24 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
25 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
26 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
27 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
28 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
29 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
30 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
31 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
32 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
33 Morgan Stanley 1.30M -3.3% $98.48M 0.0% ▼ Trim 3 SEC ↗
34 Geode Capital Management (passive) 934.37K +2.9% $70.67M 0.0% ▲ Add 8 SEC ↗
35 Geode Capital Management (passive) 934.37K +2.9% $70.67M 0.0% ▲ Add 8 SEC ↗
36 First Trust Advisors Lp 836.09K +2.1% $63.23M 0.0% ▲ Add 2 SEC ↗
37 First Trust Advisors Lp 836.09K +2.1% $63.23M 0.0% ▲ Add 2 SEC ↗
38 Dimensional Fund Advisors Lp 741.08K +0.2% $56.04M 0.0% ▲ Add 2 SEC ↗
39 Dimensional Fund Advisors Lp 741.08K +0.2% $56.04M 0.0% ▲ Add 2 SEC ↗
40 Dimensional Fund Advisors Lp 741.08K +0.2% $56.04M 0.0% ▲ Add 2 SEC ↗
41 Dimensional Fund Advisors Lp 741.08K +0.2% $56.04M 0.0% ▲ Add 2 SEC ↗
42 Dimensional Fund Advisors Lp 741.08K +0.2% $56.04M 0.0% ▲ Add 2 SEC ↗
43 Invesco Ltd. 638.86K -1.8% $48.31M 0.0% ▼ Trim 2 SEC ↗
44 Invesco Ltd. 638.86K -1.8% $48.31M 0.0% ▼ Trim 2 SEC ↗
45 Invesco Ltd. 638.86K -1.8% $48.31M 0.0% ▼ Trim 2 SEC ↗
46 Invesco Ltd. 638.86K -1.8% $48.31M 0.0% ▼ Trim 2 SEC ↗
47 Invesco Ltd. 638.86K -1.8% $48.31M 0.0% ▼ Trim 2 SEC ↗
48 Invesco Ltd. 638.86K -1.8% $48.31M 0.0% ▼ Trim 2 SEC ↗
49 Invesco Ltd. 638.86K -1.8% $48.31M 0.0% ▼ Trim 2 SEC ↗
50 BNP Paribas Asset Management… 474.05K +3.0% $35.85M 0.0% ▲ Add 2 SEC ↗
51 BNP Paribas Asset Management… 474.05K +3.0% $35.85M 0.0% ▲ Add 2 SEC ↗
52 BNP Paribas Asset Management… 474.05K +3.0% $35.85M 0.0% ▲ Add 2 SEC ↗
53 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
54 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
55 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
56 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
57 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
58 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
59 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
60 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
61 AQR Capital Management 473.54K +15.6% $35.81M 0.0% ▲ Add 8 SEC ↗
62 Charles Schwab Investment… 462.06K -0.2% $34.94M 0.0% ▼ Trim 2 SEC ↗
63 Northern Trust Corp 441.44K -3.4% $33.38M 0.0% ▼ Trim 2 SEC ↗
64 Northern Trust Corp 441.44K -3.4% $33.38M 0.0% ▼ Trim 2 SEC ↗
65 Northern Trust Corp 441.44K -3.4% $33.38M 0.0% ▼ Trim 2 SEC ↗
66 Northern Trust Corp 441.44K -3.4% $33.38M 0.0% ▼ Trim 2 SEC ↗
67 Northern Trust Corp 441.44K -3.4% $33.38M 0.0% ▼ Trim 2 SEC ↗
68 Northern Trust Corp 441.44K -3.4% $33.38M 0.0% ▼ Trim 2 SEC ↗
69 Northern Trust Corp 441.44K -3.4% $33.38M 0.0% ▼ Trim 2 SEC ↗
70 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
71 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
72 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
73 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
74 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
75 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
76 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
77 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
78 Bank of New York Mellon Corp 329.23K -1.7% $24.90M 0.0% ▼ Trim 2 SEC ↗
79 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
80 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
81 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
82 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
83 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
84 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
85 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
86 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
87 JPMorgan Chase 247.63K -5.7% $19.00M 0.0% ▼ Trim 3 SEC ↗
88 Victory Capital Management Inc 243.44K +4.2% $18.41M 0.0% ▲ Add 2 SEC ↗
89 Goldman Sachs Group 236.00K -5.7% $17.85M 0.0% ▼ Trim 3 SEC ↗
90 Goldman Sachs Group 236.00K -5.7% $17.85M 0.0% ▼ Trim 3 SEC ↗
91 Legal & General Group Plc 227.51K -6.9% $17.20M 0.0% ▼ Trim 2 SEC ↗
92 Legal & General Group Plc 227.51K -6.9% $17.20M 0.0% ▼ Trim 2 SEC ↗
93 Legal & General Group Plc 227.51K -6.9% $17.20M 0.0% ▼ Trim 2 SEC ↗
94 Amundi 223.80K -3.9% $16.92M 0.0% ▼ Trim 2 SEC ↗
95 Qube Research & Technologies Ltd 209.18K +112.0% $15.82M 0.0% ▲ Add 2 SEC ↗
96 Millennium Management 206.78K +90.2% $15.64M 0.0% ▲ Add 8 SEC ↗
97 Principal Financial Group Inc 188.90K +2.1% $14.28M 0.0% ▲ Add 2 SEC ↗
98 Principal Financial Group Inc 188.90K +2.1% $14.28M 0.0% ▲ Add 2 SEC ↗
99 Zurcher Kantonalbank (Zurich… 178.16K +15.7% $13.47M 0.0% ▲ Add 2 SEC ↗
100 Bank Of America Corp /De/ 152.68K -10.5% $11.55M 0.0% ▼ Trim 2 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

Point72 Asset Management $3.14M was 0.0%
Lazard Asset Management Llc $1.68M was 0.0%
Nomura Asset Management Co Ltd $0 was 0.0%

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: Q1 2026 · Methodology · Get this via the API