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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,189,235 | $317M | 12.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,106,401 | $235M | 9.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,527,892 | $191M | 7.7% | 2026-Q1 |
| STATE STREET CORP added | 2,064,857 | $156M | 6.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,756,279 | $133M | 5.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,302,331 | $98M | 4.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 934,365 | $71M | 2.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 836,092 | $63M | 2.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 741,079 | $56M | 2.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 589,320 | $45M | 1.8% | 2026-Q1 |
| NORGES BANK added | 535,364 | $42M | 1.7% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 474,050 | $36M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 469,271 | $35M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 462,056 | $35M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 441,436 | $33M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 329,228 | $25M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 262,058 | $20M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 247,631 | $19M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 243,440 | $18M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 236,005 | $18M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 227,511 | $17M | 0.7% | 2026-Q1 |
| Amundi trimmed | 223,802 | $17M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 209,184 | $16M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 206,783 | $16M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 188,896 | $14M | 0.6% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 186,631 | $14M | 0.6% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 178,161 | $13M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 152,675 | $12M | 0.5% | 2026-Q1 |
| Perpetual Ltd added | 152,368 | $12M | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 141,811 | $11M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 138,462 | $10M | 0.4% | 2026-Q1 |
| Leith Wheeler Investment Counsel Ltd. added | 126,225 | $10M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 121,329 | $9M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 120,774 | $9M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 119,357 | $9M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 119,287 | $9M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 112,824 | $9M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 107,601 | $8M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 105,600 | $8M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 104,580 | $8M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 102,980 | $8M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 102,060 | $8M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 99,178 | $7M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 92,667 | $7M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 92,153 | $7M | 0.3% | 2026-Q1 |
| Meiji Yasuda Asset Management Co Ltd. added | 88,246 | $7M | 0.3% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 78,505 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 76,500 | $6M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 75,868 | $6M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 74,676 | $6M | 0.2% | 2026-Q1 |
| KBC Group NV added | 72,049 | $5M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 68,494 | $5M | 0.2% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 66,605 | $5M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 65,118 | $5M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 61,172 | $5M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 60,823 | $5M | 0.2% | 2026-Q1 |
| Man Group plc added | 60,544 | $5M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 60,094 | $5M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 59,874 | $5M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 58,643 | $4M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 56,609 | $4M | 0.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 56,212 | $4M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 55,480 | $4M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 55,300 | $4M | 0.2% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 51,404 | $4M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 50,322 | $4M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 50,316 | $4M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 49,195 | $4M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 46,879 | $4M | 0.1% | 2026-Q1 |
| Dean Capital Management added | 46,678 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 46,460 | $4M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 46,328 | $4M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 46,000 | $3M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC | 45,500 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 43,784 | $3M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 43,361 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 42,400 | $3M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 41,808 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 42,198 | $3M | 0.1% | 2026-Q1 |
| Maryland State Retirement & Pension System trimmed | 40,170 | $3M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC | 39,250 | $3M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 37,985 | $3M | 0.1% | 2026-Q1 |
| Magellan Asset Management Ltd added | 36,743 | $3M | 0.1% | 2026-Q1 |
| SkyOak Wealth, LLC trimmed | 36,634 | $3M | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 33,408 | $3M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 33,390 | $3M | 0.1% | 2026-Q1 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed | 31,995 | $2M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 31,757 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 30,606 | $2M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 30,547 | $2M | 0.1% | 2026-Q1 |
| EULAV Asset Management trimmed | 30,500 | $2M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP added | 30,349 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,643,232 | $337M | 13.6% | 2025-Q4 stale |
| Robeco Schweiz AG trimmed | 204,647 | $15M | 0.6% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 107,249 | $8M | 0.3% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 72,218 | $5M | 0.2% | 2025-Q4 stale |
| Buck Wealth Strategies, LLC added | 66,523 | $5M | 0.2% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 43,348 | $3M | 0.1% | 2025-Q4 stale |
| UniSuper Management Pty Ltd added | 40,648 | $3M | 0.1% | 2025-Q2 stale |
| Skandinaviska Enskilda Banken AB (publ) added | 37,880 | $3M | 0.1% | 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.
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.