# AMERICAN WTR WKS CO INC NEW (AWK)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AWK/

- Reporting holders: 40
- Reported value: $137.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $96.5M | 745,410 | 1.6% | 31 |
| [DUDLEY & SHANLEY, INC.](https://holderbook.com/funds/883511-dudley-shanley-inc/) | $20.8M | 160,550 | 3.3% | 15 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $3.2M | 24,866 | 1.1% | 12 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $2.9M | 22,163 | 0.2% | 31 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.0M | 15,077 | 0.1% | 5 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $1.8M | 13,792 | 0.5% | 10 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.7M | 12,856 | 0.1% | 20 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.4M | 10,765 | 0.1% | 18 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.0M | 7,956 | 0.0% | 12 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $942.2K | 7,277 | 0.5% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $769.1K | 5,940 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $536.0K | 4,140 | 0.0% | 10 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $481.8K | 3,721 | 0.0% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $414.0K | 3,198 | 0.0% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $381.3K | 2,945 | 0.0% | 9 |
| [Green Alpha Advisors, LLC](https://holderbook.com/funds/1439207-green-alpha-advisors-llc/) | $371.8K | 2,872 | 0.3% | 22 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $324.5K | 2,506 | 0.2% | 7 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $319.0K | 2,464 | 0.0% | 8 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $277.2K | 2,140 | 0.2% | 4 |
| [Gouws Capital LLC](https://holderbook.com/funds/1908828-gouws-capital-llc/) | $248.1K | 1,916 | 0.1% | 7 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $247.9K | 1,915 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $247.7K | 1,933 | 0.0% | 1 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $220.0K | 1,699 | 0.0% | 32 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $192.7K | 1,488 | 0.0% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $119.4K | 922 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $137.6M |
| Q2 2026 | 1,133 | $29.0B |
| Q1 2026 | 1,143 | $26.5B |
| Q4 2025 | 1,141 | $24.4B |
| Q3 2025 | 1,131 | $25.3B |
| Q2 2025 | 1,114 | $25.0B |
| Q1 2025 | 1,133 | $26.1B |
| Q4 2024 | 1,094 | $21.7B |
| Q3 2024 | 1,076 | $25.2B |
| Q2 2024 | 1,042 | $22.3B |
| Q1 2024 | 1,041 | $21.6B |
| Q4 2023 | 1,062 | $23.0B |