Who owns American States Water (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-Q2 13F filings (latest filed 2026-09-22). 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
102 tracked funds added or opened AWR while 56 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 378 tracked filers holding AWR, 225 increased or opened the position and 157 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 14
- CoreCommodity Management, LLC$2M
- Ilex Capital Partners (UK) LLP$2M
- CAPITAL FUND MANAGEMENT S.A.$2M
- Aquatic Capital Management LLC$2M
- ExodusPoint Capital Management, LP$2M
- Jupiter Topco LLC$1M
Full exits 33
- NORGES BANK$42M
- Amundi$17M
- Qube Research & Technologies Ltd$16M
- HRT FINANCIAL LP$11M
- JANE STREET GROUP, LLC$9M
- CANADA LIFE ASSURANCE Co$6M
Largest adds
- BlackRock, Inc.$286M
- VANGUARD PORTFOLIO MANAGEMENT LLC$56M
- AQR CAPITAL MANAGEMENT LLC$41M
- STATE STREET CORP$29M
- NEUBERGER BERMAN GROUP LLC$20M
- TWO SIGMA INVESTMENTS, LP$17M
Largest trims
- MORGAN STANLEY$24M
- RENAISSANCE TECHNOLOGIES LLC$7M
- MILLENNIUM MANAGEMENT LLC$5M
- Trexquant Investment LP$4M
- JACOBS LEVY EQUITY MANAGEMENT, INC$4M
- Man Group plc$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,294,548 | $603M | 23.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,524,229 | $291M | 11.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 2,557,960 | $211M | 8.3% | 2026-Q2 |
| STATE STREET CORP added | 2,243,634 | $185M | 7.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,789,593 | $148M | 5.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,001,087 | $83M | 3.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 919,629 | $76M | 3.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 904,551 | $75M | 2.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 778,435 | $64M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 749,299 | $62M | 2.4% | 2026-Q2 |
| Invesco Ltd. added | 619,310 | $51M | 2.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 482,466 | $40M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 478,996 | $40M | 1.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 470,985 | $39M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 342,941 | $28M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 287,237 | $24M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 275,392 | $23M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 268,766 | $22M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 257,020 | $21M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 252,207 | $21M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 238,467 | $20M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 228,364 | $19M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 190,996 | $16M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 186,116 | $15M | 0.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 181,346 | $15M | 0.6% | 2026-Q2 |
| Perpetual Ltd added | 160,353 | $13M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 155,842 | $13M | 0.5% | 2026-Q2 |
| UBS Group AG added | 151,438 | $13M | 0.5% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 148,270 | $12M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 134,687 | $11M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 126,404 | $10M | 0.4% | 2026-Q2 |
| Leith Wheeler Investment Counsel Ltd. trimmed | 125,110 | $10M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 111,732 | $9M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 108,963 | $9M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 107,311 | $9M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 101,674 | $8M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 96,924 | $8M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 91,939 | $8M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 86,353 | $7M | 0.3% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 84,780 | $7M | 0.3% | 2026-Q2 |
| Meiji Yasuda Asset Management Co Ltd. trimmed | 78,809 | $7M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 78,400 | $6M | 0.3% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 77,366 | $6M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 76,619 | $6M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 70,001 | $6M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 69,290 | $6M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 66,904 | $6M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 66,475 | $5M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 66,131 | $5M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 65,028 | $5M | 0.2% | 2026-Q2 |
| Dean Capital Management added | 61,578 | $5M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 59,953 | $5M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 58,643 | $4M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 56,489 | $5M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 56,063 | $5M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 54,459 | $4M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 54,026 | $4M | 0.2% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 49,571 | $4M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 49,079 | $4M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 48,620 | $4M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC added | 47,000 | $4M | 0.2% | 2026-Q2 |
| TD Asset Management Inc added | 46,400 | $4M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 44,984 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,913 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 44,351 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 44,294 | $4M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 44,251 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 44,239 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 43,205 | $4M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 42,460 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 39,188 | $3M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 39,027 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 37,918 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 37,910 | $3M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd | 36,743 | $3M | 0.1% | 2026-Q2 |
| SkyOak Wealth, LLC trimmed | 36,258 | $3M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 35,011 | $3M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 34,410 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 33,433 | $3M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 32,654 | $3M | 0.1% | 2026-Q2 |
| Legato Capital Management LLC added | 32,111 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 31,843 | $3M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 30,311 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 30,220 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 30,094 | $2M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 29,801 | $2M | 0.1% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed | 29,236 | $2M | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC added | 28,177 | $2M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 28,118 | $2M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 27,619 | $2M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 27,137 | $2M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 26,870 | $2M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 26,316 | $2M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 25,352 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 25,239 | $2M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 24,348 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 23,215 | $2M | 0.1% | 2026-Q2 |
| Van Hulzen Asset Management, LLC trimmed | 22,970 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 22,901 | $2M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 22,363 | $2M | 0.1% | 2026-Q2 |
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.