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Institutional Ownership · SEC Form 13F

Who owns AWR (AWR)


Which tracked institutional funds hold AWR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AWR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

375
Institutional holders
29,527,342
Shares held (tracked funds)
75.6%
Of shares outstanding

How the tape is positioned

87 tracked funds added or opened AWR while 41 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AWR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AWR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AWR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 375 tracked filers holding AWR, 185 increased or opened the position and 163 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AWR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 23

  • VANGUARD PORTFOLIO MANAGEMENT LLC$235M
  • VANGUARD CAPITAL MANAGEMENT LLC$133M
  • NORGES BANK$42M
  • VANGUARD FIDUCIARY TRUST CO$20M
  • MARSHALL WACE, LLP$6M
  • DEAN INVESTMENT ASSOCIATES, LLC$5M

Full exits 10

  • VANGUARD GROUP INC$337M
  • ExodusPoint Capital Management, LP$5M
  • Point72 Asset Management, L.P.$3M
  • LAZARD ASSET MANAGEMENT LLC$2M
  • Private Advisor Group, LLC$776K
  • TEACHER RETIREMENT SYSTEM OF TEXAS$758K

Largest adds

  • STATE STREET CORP$9M
  • Qube Research & Technologies Ltd$9M
  • NEUBERGER BERMAN GROUP LLC$8M
  • MILLENNIUM MANAGEMENT LLC$8M
  • JANE STREET GROUP, LLC$7M
  • AQR CAPITAL MANAGEMENT LLC$6M

Largest trims

  • BlackRock, Inc.$188M
  • Pictet Asset Management Holding SA$53M
  • TUDOR INVESTMENT CORP ET AL$5M
  • DEUTSCHE BANK AG\$4M
  • Trexquant Investment LP$4M
  • BARCLAYS PLC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed4,189,235$317M12.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,106,401$235M9.5%2026-Q1
NEUBERGER BERMAN GROUP LLC added2,527,892$191M7.7%2026-Q1
STATE STREET CORP added2,064,857$156M6.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,756,279$133M5.4%2026-Q1
MORGAN STANLEY trimmed1,302,331$98M4.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added934,365$71M2.9%2026-Q1
FIRST TRUST ADVISORS LP added836,092$63M2.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added741,079$56M2.3%2026-Q1
Invesco Ltd. trimmed589,320$45M1.8%2026-Q1
NORGES BANK added535,364$42M1.7%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added474,050$36M1.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added469,271$35M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed462,056$35M1.4%2026-Q1
NORTHERN TRUST CORP trimmed441,436$33M1.3%2026-Q1
Bank of New York Mellon Corp trimmed329,228$25M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new262,058$20M0.8%2026-Q1
JPMORGAN CHASE & CO trimmed247,631$19M0.8%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added243,440$18M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed236,005$18M0.7%2026-Q1
Legal & General Group Plc trimmed227,511$17M0.7%2026-Q1
Amundi trimmed223,802$17M0.7%2026-Q1
Qube Research & Technologies Ltd added209,184$16M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC added206,783$16M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added188,896$14M0.6%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed186,631$14M0.6%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added178,161$13M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed152,675$12M0.5%2026-Q1
Perpetual Ltd added152,368$12M0.5%2026-Q1
HRT FINANCIAL LP trimmed141,811$11M0.4%2026-Q1
Public Sector Pension Investment Board added138,462$10M0.4%2026-Q1
Leith Wheeler Investment Counsel Ltd. added126,225$10M0.4%2026-Q1
Nuveen, LLC trimmed121,329$9M0.4%2026-Q1
JANE STREET GROUP, LLC added120,774$9M0.4%2026-Q1
UBS Group AG trimmed119,357$9M0.4%2026-Q1
RHUMBLINE ADVISERS added119,287$9M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed112,824$9M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed107,601$8M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added105,600$8M0.3%2026-Q1
D. E. Shaw & Co., Inc. trimmed104,580$8M0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added102,980$8M0.3%2026-Q1
DEUTSCHE BANK AG\ trimmed102,060$8M0.3%2026-Q1
D.A. DAVIDSON & CO. added99,178$7M0.3%2026-Q1
ProShare Advisors LLC trimmed92,667$7M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added92,153$7M0.3%2026-Q1
Meiji Yasuda Asset Management Co Ltd. added88,246$7M0.3%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed78,505$6M0.2%2026-Q1
Swiss National Bank added76,500$6M0.2%2026-Q1
CANADA LIFE ASSURANCE Co added75,868$6M0.2%2026-Q1
MARSHALL WACE, LLP added74,676$6M0.2%2026-Q1
KBC Group NV added72,049$5M0.2%2026-Q1
Trexquant Investment LP trimmed68,494$5M0.2%2026-Q1
DEAN INVESTMENT ASSOCIATES, LLC added66,605$5M0.2%2026-Q1
Cornerstone Wealth Management, LLC added65,118$5M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added61,172$5M0.2%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed60,823$5M0.2%2026-Q1
Man Group plc added60,544$5M0.2%2026-Q1
IEQ CAPITAL, LLC added60,094$5M0.2%2026-Q1
Mariner, LLC added59,874$5M0.2%2026-Q1
Allianz Asset Management GmbH added58,643$4M0.2%2026-Q1
Cetera Investment Advisers added56,609$4M0.2%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed56,212$4M0.2%2026-Q1
FRANKLIN RESOURCES INC added55,480$4M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added55,300$4M0.2%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO added51,404$4M0.2%2026-Q1
BARCLAYS PLC trimmed50,322$4M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed50,316$4M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed49,195$4M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed46,879$4M0.1%2026-Q1
Dean Capital Management added46,678$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added46,460$4M0.1%2026-Q1
Quantinno Capital Management LP added46,328$4M0.1%2026-Q1
TD Asset Management Inc added46,000$3M0.1%2026-Q1
GABELLI FUNDS LLC45,500$3M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added43,784$3M0.1%2026-Q1
BESSEMER GROUP INC added43,361$3M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed42,400$3M0.1%2026-Q1
SG Americas Securities, LLC trimmed41,808$3M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added42,198$3M0.1%2026-Q1
Maryland State Retirement & Pension System trimmed40,170$3M0.1%2026-Q1
ALGERT GLOBAL LLC39,250$3M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added37,985$3M0.1%2026-Q1
Magellan Asset Management Ltd added36,743$3M0.1%2026-Q1
SkyOak Wealth, LLC trimmed36,634$3M0.1%2026-Q1
Assenagon Asset Management S.A. trimmed33,408$3M0.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added33,390$3M0.1%2026-Q1
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed31,995$2M0.1%2026-Q1
LPL Financial LLC added31,757$2M0.1%2026-Q1
State of New Jersey Common Pension Fund D added30,606$2M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added30,547$2M0.1%2026-Q1
EULAV Asset Management trimmed30,500$2M0.1%2026-Q1
Bridgewater Associates, LP added30,349$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed4,643,232$337M13.6%2025-Q4 stale
Robeco Schweiz AG trimmed204,647$15M0.6%2025-Q3 stale
Cubist Systematic Strategies, LLC added107,249$8M0.3%2025-Q3 stale
ExodusPoint Capital Management, LP added72,218$5M0.2%2025-Q4 stale
Buck Wealth Strategies, LLC added66,523$5M0.2%2025-Q3 stale
Point72 Asset Management, L.P. added43,348$3M0.1%2025-Q4 stale
UniSuper Management Pty Ltd added40,648$3M0.1%2025-Q2 stale
Skandinaviska Enskilda Banken AB (publ) added37,880$3M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership