AMER STATES WTR CO (AWR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
384
Reporting holders
$2.7B
Reported value
83.5%
Of shares outstanding
0.5%
Held as options
+33
Holder change
Institutions report 33,076,382 shares against 39,635,626 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $602.7M | 7,294,548 | 0.01% | 8q | +6.3%+$35.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $291.2M | 3,524,229 | 0.01% | 2q | +13.5%+$34.5M |
| NEUBERGER BERMAN GROUP LLC | $211.4M | 2,557,960 | 0.14% | 9q | +1.2%+$2.5M |
| STATE STREET CORP | $185.4M | 2,243,634 | 0.01% | 31q | +8.7%+$14.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $147.9M | 1,789,593 | 0.00% | 2q | +1.9%+$2.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $82.7M | 1,001,087 | 0.00% | 31q | +7.1%+$5.5M |
| AQR CAPITAL MANAGEMENT LLC | $76.0M | 919,629 | 0.03% | 11q | +94.2%+$36.9M |
| MORGAN STANLEY | $74.7M | 904,551 | 0.00% | 35q | -30.5%-$32.9M |
| FIRST TRUST ADVISORS LP | $64.3M | 778,435 | 0.04% | 31q | -6.9%-$4.8M |
| DIMENSIONAL FUND ADVISORS LP | $61.9M | 749,299 | 0.01% | 31q | +1.1%+$679.2K |
| Invesco Ltd. | $51.2M | 619,310 | 0.00% | 31q | -3.1%-$1.6M |
| NORTHERN TRUST CORP | $39.9M | 482,466 | 0.00% | 31q | +9.3%+$3.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.6M | 478,996 | 0.01% | 31q | +3.7%+$1.4M |
| Sixth Street Partners Management Company, L.P. | $39.6M | 478,996 | 0.01% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $38.9M | 470,985 | 0.04% | 29q | -0.6%-$253.3K |
| Bank of New York Mellon Corp | $28.3M | 342,941 | 0.00% | 31q | +4.2%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $23.7M | 287,237 | 0.02% | 13q | +211.7%+$16.1M |
| VANGUARD FIDUCIARY TRUST CO | $22.8M | 275,392 | 0.01% | 2q | +5.1%+$1.1M |
| Public Sector Pension Investment Board | $22.3M | 269,374 | 0.03% | 31q | +94.5%+$10.8M |
| Nuveen, LLC | $22.2M | 268,766 | 0.01% | 6q | +121.5%+$12.2M |
| JPMORGAN CHASE & CO | $21.4M | 257,020 | 0.00% | 31q | +3.8%+$782.8K |
| VICTORY CAPITAL MANAGEMENT INC | $20.8M | 252,207 | 0.01% | 31q | +3.6%+$724.4K |
| GOLDMAN SACHS GROUP INC | $19.7M | 238,467 | 0.00% | 31q | +1.0%+$203.4K |
| Legal & General Group Plc | $18.9M | 228,364 | 0.00% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $15.8M | 190,996 | 0.01% | 31q | +1.1%+$173.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.4M | 186,116 | 0.01% | 5q | +80.7%+$6.9M |
| KENNEDY CAPITAL MANAGEMENT LLC | $15.0M | 181,346 | 0.27% | 16q | -2.8%-$436.7K |
| DEAN INVESTMENT ASSOCIATES, LLC | $14.0M | 169,560 | 0.92% | 2q | +154.6%+$8.5M |
| Perpetual Ltd | $13.2M | 160,353 | 0.19% | 14q | +5.2%+$659.8K |
| BANK OF AMERICA CORP /DE/ | $12.9M | 155,842 | 0.00% | 31q | +2.1%+$261.7K |
| UBS Group AG | $12.5M | 151,438 | 0.00% | 31q | +26.9%+$2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12.3M | 148,270 | 0.02% | 31q | -16.8%-$2.5M |
| MILLENNIUM MANAGEMENT LLC | $10.4M | 126,404 | 0.00% | 18q | -38.9%-$6.6M |
| Leith Wheeler Investment Counsel Ltd. | $10.3M | 125,110 | 0.79% | 3q | -0.9%-$92.1K |
| D. E. Shaw & Co., Inc. | $9.2M | 111,732 | 0.00% | 14q | +6.8%+$591.0K |
| RHUMBLINE ADVISERS | $9.0M | 108,963 | 0.01% | 31q | -8.7%-$853.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.9M | 107,311 | 0.00% | 14q | -4.9%-$455.5K |
| IEQ CAPITAL, LLC | $8.4M | 101,674 | 0.04% | 4q | +69.2%+$3.4M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $8.2M | 99,142 | 0.04% | 2q | -3.6%-$302.9K |
| JANE STREET GROUP, LLC | $8.1M | options only | 0.00% | 18q | OPTIONS |
| ProShare Advisors LLC | $8.0M | 96,924 | 0.01% | 31q | +4.6%+$351.8K |
| D.A. DAVIDSON & CO. | $7.6M | 91,939 | 0.04% | 31q | -7.3%-$598.2K |
| AMERIPRISE FINANCIAL INC | $7.1M | 86,353 | 0.00% | 31q | -59.9%-$10.6M |
| Meiji Yasuda Asset Management Co Ltd. | $6.5M | 78,809 | 0.29% | 6q | -10.7%-$779.8K |
| Swiss National Bank | $6.5M | 78,400 | 0.00% | 31q | +2.5%+$157.0K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $6.4M | 77,366 | 0.03% | 31q | -1.5%-$94.1K |
| AMERICAN CENTURY COMPANIES INC | $6.3M | 76,619 | 0.00% | 3q | +101.7%+$3.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $5.8M | 70,022 | 0.00% | 7q | +258.0%+$4.2M |
| DEUTSCHE BANK AG\ | $5.8M | 70,001 | 0.00% | 34q | -31.4%-$2.6M |
| Corient Private Wealth LP | $5.8M | 69,939 | 0.00% | 15q | +137.9%+$3.3M |
| WELLS FARGO & COMPANY/MN | $5.7M | 69,290 | 0.00% | 31q | -26.1%-$2.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $5.7M | 68,820 | 0.01% | 25q | +106.1%+$2.9M |
| Cornerstone Wealth Management, LLC | $5.5M | 66,904 | 0.24% | 30q | +2.7%+$147.6K |
| MARTINGALE ASSET MANAGEMENT L P | $5.5M | 66,475 | 0.13% | 31q | +8.7%+$438.2K |
| Mariner, LLC | $5.5M | 66,131 | 0.01% | 16q | +10.5%+$517.0K |
| Dean Capital Management | $5.1M | 61,578 | 1.84% | 2q | +31.9%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 59,953 | 0.00% | 7q | +19.2%+$796.3K |
| LPL Financial LLC | $4.7M | 56,489 | 0.00% | 31q | +77.9%+$2.0M |
| FRANKLIN RESOURCES INC | $4.6M | 56,063 | 0.00% | 31q | +1.1%+$48.2K |
| Quantinno Capital Management LP | $4.5M | 54,459 | 0.01% | 7q | +17.6%+$671.9K |
| Assenagon Asset Management S.A. | $4.5M | 54,274 | 0.00% | 2q | +62.5%+$1.7M |
| Cetera Investment Advisers | $4.5M | 54,026 | 0.00% | 15q | -4.6%-$213.4K |
| Allianz Asset Management GmbH | $4.4M | 58,643 | 0.00% | 31q | HELD |
| Walleye Trading LLC | $4.3M | options only | 0.00% | new | OPTIONS |
| MARSHALL WACE, LLP | $4.1M | 49,079 | 0.00% | 2q | -34.7%-$2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 44,913 | 0.00% | 31q | +172.7%+$2.5M |
| GABELLI FUNDS LLC | $3.9M | 47,000 | 0.02% | 31q | +3.3%+$123.9K |
| TD Asset Management Inc | $3.8M | 46,400 | 0.00% | 31q | +0.9%+$33.1K |
| PRUDENTIAL FINANCIAL INC | $3.7M | 44,984 | 0.00% | 34q | +2.7%+$99.2K |
| ALLIANCEBERNSTEIN L.P. | $3.7M | 48,620 | 0.00% | 31q | +15.2%+$485.6K |
| Cerity Partners LLC | $3.7M | 44,351 | 0.00% | 15q | +50.7%+$1.2M |
| CITIGROUP INC | $3.7M | 44,294 | 0.00% | 31q | +466.6%+$3.0M |
| BARCLAYS PLC | $3.7M | 44,251 | 0.00% | 31q | -12.1%-$501.6K |
| Creative Planning | $3.7M | 44,239 | 0.00% | 28q | +61.2%+$1.4M |
| CITADEL ADVISORS LLC | $3.6M | 30,220 | 0.00% | 31q | -28.7%-$1.4M |
| Maryland State Retirement & Pension System | $3.5M | 42,460 | 0.06% | 20q | +5.7%+$189.2K |
| STOREBRAND ASSET MANAGEMENT AS | $3.2M | 39,027 | 0.01% | 3q | +61.3%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $3.1M | 37,910 | 0.00% | 31q | +124.9%+$1.7M |
| Magellan Asset Management Ltd | $3.0M | 36,743 | 0.07% | 31q | HELD |
| SkyOak Wealth, LLC | $3.0M | 36,258 | 0.49% | 27q | -1.0%-$31.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 37,918 | 0.00% | 12q | +65.1%+$1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.8M | 33,433 | 0.00% | 2q | +14.5%+$349.7K |
| Louisiana State Employees Retirement System | $2.7M | 34,400 | 0.02% | 31q | +100.0%+$1.4M |
| ROYCE & ASSOCIATES LP | $2.7M | 32,654 | 0.02% | 2q | +644.3%+$2.3M |
| Legato Capital Management LLC | $2.7M | 32,111 | 0.22% | 3q | +31.9%+$641.9K |
| Russell Investments Group, Ltd. | $2.6M | 31,843 | 0.00% | 31q | +27.1%+$561.1K |
| Bridgewater Associates, LP | $2.5M | 30,311 | 0.01% | 4q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.5M | 30,094 | 0.00% | 9q | -1.5%-$37.4K |
| Vanguard Investments Australia, Ltd. | $2.5M | 29,801 | 0.01% | 2q | +3.3%+$77.8K |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $2.4M | 29,236 | 0.07% | 3q | -8.6%-$228.0K |
| CoreCommodity Management, LLC | $2.3M | 28,177 | 0.46% | new | NEW |
| Ilex Capital Partners (UK) LLP | $2.3M | 28,118 | 0.05% | new | NEW |
| Holocene Advisors, LP | $2.3M | 27,619 | 0.01% | 10q | -2.9%-$68.1K |
| ALGERT GLOBAL LLC | $2.2M | 26,870 | 0.03% | 5q | -65.8%-$4.3M |
| Advisors Asset Management, Inc. | $2.2M | 26,316 | 0.03% | 24q | +9.4%+$186.2K |
| MACQUARIE GROUP LTD | $2.1M | 25,352 | 0.01% | 32q | +72.3%+$879.0K |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 25,239 | 0.00% | 26q | +38.0%+$574.4K |
| CAPITAL FUND MANAGEMENT S.A. | $2.0M | 24,348 | 0.01% | new | NEW |
| MetLife Investment Management, LLC | $1.9M | 23,215 | 0.01% | 4q | +7.8%+$139.1K |
| Van Hulzen Asset Management, LLC | $1.9M | 22,970 | 0.14% | 31q | -13.2%-$288.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 9.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 384 | $2.7B | 33,076,382 | 66 | 155 | 93 | 0.5% |
| Q1 2026 | 351 | $2.4B | 31,294,780 | 47 | 115 | 108 | 0.4% |
| Q4 2025 | 330 | $2.2B | 30,595,002 | 31 | 122 | 103 | 0.1% |
| Q3 2025 | 332 | $2.2B | 30,642,873 | 41 | 116 | 101 | 0.1% |
| Q2 2025 | 325 | $2.3B | 29,351,189 | 35 | 121 | 94 | 0.1% |
| Q1 2025 | 322 | $2.3B | 29,175,670 | 44 | 95 | 104 | 0.1% |
| Q4 2024 | 309 | $2.3B | 29,217,782 | 27 | 84 | 104 | 0.1% |
| Q3 2024 | 302 | $2.4B | 28,705,719 | 31 | 87 | 104 | 0.1% |
| Q2 2024 | 301 | $2.0B | 28,087,651 | 32 | 109 | 92 | 0.2% |
| Q1 2024 | 296 | $2.1B | 29,046,540 | 29 | 94 | 101 | 0.3% |
| Q4 2023 | 307 | $2.3B | 28,016,593 | 23 | 95 | 83 | 0.1% |
| Q3 2023 | 290 | $2.1B | 26,903,632 | 35 | 86 | 82 | 0.3% |
| Q2 2023 | 272 | $2.4B | 27,225,597 | 30 | 87 | 76 | 0.5% |
| Q1 2023 | 259 | $2.4B | 26,492,911 | 25 | 59 | 103 | 0.1% |
| Q4 2022 | 242 | $2.2B | 23,902,732 | 35 | 71 | 61 | 0.2% |
| Q3 2022 | 310 | $2.2B | 27,623,671 | 27 | 93 | 88 | 0.1% |
| Q2 2022 | 317 | $2.2B | 26,996,703 | 29 | 87 | 110 | 0.1% |
| Q1 2022 | 329 | $2.4B | 27,111,638 | 38 | 105 | 88 | 0.1% |
| Q4 2021 | 323 | $2.8B | 26,733,850 | 42 | 96 | 81 | 0.2% |
| Q3 2021 | 303 | $2.2B | 26,159,235 | 33 | 98 | 84 | 0.2% |
| Q2 2021 | 284 | $2.1B | 26,036,901 | 26 | 90 | 88 | 0.2% |
| Q1 2021 | 286 | $2.0B | 26,151,256 | 20 | 92 | 89 | 0.3% |
| Q4 2020 | 297 | $2.3B | 26,434,892 | 13 | 90 | 103 | 0.3% |
| Q3 2020 | 313 | $2.0B | 26,434,583 | 29 | 80 | 103 | 0.3% |
| Q2 2020 | 313 | $2.1B | 26,492,970 | 28 | 102 | 91 | 0.4% |
| Q1 2020 | 319 | $2.2B | 26,490,995 | 42 | 84 | 118 | 0.4% |
| Q4 2019 | 320 | $2.4B | 27,300,346 | 33 | 85 | 102 | 0.7% |
| Q3 2019 | 318 | $2.6B | 28,352,363 | 50 | 93 | 88 | 0.6% |
| Q2 2019 | 296 | $2.0B | 26,763,271 | 30 | 96 | 70 | 1.0% |
| Q1 2019 | 306 | $1.9B | 26,961,034 | 31 | 95 | 88 | 0.6% |
| Q4 2018 | 292 | $1.8B | 26,988,173 | 4 | 6 | 5 | 0.4% |