AWR

American States Water Co
UtilitiesUSCUSIP 029899101◍ Confluence graph
Tracked 13F Holders
369
-121 QoQ
13F Value (tracked)
$2.4B
Insider Net · 180d
-$229K
0↑ 2↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 15 trimming
Insider net (180d)-$229K

Who owns AWR?

369 tracked 13F filers

369 tracked 13F filers disclose a position in AWR as of the latest SEC 13F filings, a combined $2.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$518.9M
6.9M
−1.5%
Reduced · −107K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$234.9M
3.1M
First observed position
No prior filed position
Q1 2026
3Neuberger Berman Group LLC
$191.2M
2.5M
+0.1%
Added · +4K sh
Q1 2026
4STATE STREET CORP
$185.4M
2.2M
+8.7%
Added · +179K sh
Q2 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$132.8M
1.8M
First observed position
No prior filed position
Q1 2026
6MORGAN STANLEY
$98.5M
1.3M
−3.3%
Reduced · −45K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$82.7M
1.0M
+7.1%
Added · +67K sh
Q2 2026
8FIRST TRUST ADVISORS LP
$63.2M
836K
+2.1%
Added · +17K sh
Q1 2026
9DIMENSIONAL FUND ADVISORS LP
$56.0M
741K
+0.2%
Added · +1K sh
Q1 2026
10BNP Paribas Asset Management Holding S.A.
$35.8M
474K
+3.0%
Added · +14K sh
Q1 2026
11AQR CAPITAL MANAGEMENT LLC
$35.8M
474K
+16%
Added · +64K sh
Q1 2026
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$34.9M
462K
−0.2%
Reduced · −831 sh
Q1 2026
13NORTHERN TRUST CORP
$33.4M
441K
−3.4%
Reduced · −15K sh
Q1 2026
14Bank of New York Mellon Corp
$24.9M
329K
−1.7%
Reduced · −6K sh
Q1 2026
15VANGUARD FIDUCIARY TRUST CO
$19.8M
262K
First observed position
No prior filed position
Q1 2026
16JPMORGAN CHASE & CO
$19.0M
248K
−5.7%
Reduced · −15K sh
Q1 2026
17VICTORY CAPITAL MANAGEMENT INC
$18.4M
243K
+4.2%
Added · +10K sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$17.8M
236K
−5.7%
Reduced · −14K sh
Q1 2026
19Legal & General Group Plc
$17.2M
228K
−6.9%
Reduced · −17K sh
Q1 2026
20Amundi
$16.9M
224K
−3.9%
Reduced · −9K sh
Q1 2026
21Qube Research & Technologies Ltd
$15.8M
209K
+112%
Added · +111K sh
Q1 2026
22MILLENNIUM MANAGEMENT LLC
$15.6M
207K
+90%
Added · +98K sh
Q1 2026
23PRINCIPAL FINANCIAL GROUP INC
$14.3M
189K
+2.1%
Added · +4K sh
Q1 2026
24KENNEDY CAPITAL MANAGEMENT LLC
$14.1M
187K
−1.4%
Reduced · −3K sh
Q1 2026
25Zurcher Kantonalbank (Zurich Cantonalbank)
$13.5M
178K
+16%
Added · +24K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AWR being bought or sold by institutions?

Last quarter, 4 funds opened a new position in AWR and 29 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
29
funds
Reduced
15
funds
Exited
0
funds

Funds that own AWR also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT201 funds$232.6B
APPLE INCAAPL197 funds$259.4B
AMAZON.COM INCAMZN197 funds$175.1B
NVIDIA CORPNVDA196 funds$338.5B
ELI LILLY & COLLY196 funds$68.1B
META PLATFORMS INC-CLASS AMETA193 funds$95.0B
CHEVRON CORPCVX191 funds$26.7B
BROADCOM INCAVGO190 funds$135.4B
ALPHABET INC-CL AGOOGL189 funds$136.3B
JPMORGAN CHASE & COJPM189 funds$53.2B
COSTCO WHOLESALE CORPCOST189 funds$33.4B
ALPHABET INC-CL CGOOG187 funds$111.7B

Ranked by how many of AWR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$229K
2 insiders
Net
-$229K
3 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 19, 2026HOLLOWAY ANNE MDirectorSell (S)900$80K
May 20, 2026HOLLOWAY ANNE MDirectorSell (S)662$50K
May 15, 2026Rowley Paul JSVP OF OPERATIONSSell (S)1K$99K
Nov 11, 2025HOLLOWAY ANNE MDirectorSell (S)528$40K
Jun 6, 2025Eichelberger Thomas A.DirectorBuy (P)897$69K
Mar 12, 2025BONTA DIANA MDirectorSell (S)1$77
Mar 12, 2025BONTA DIANA MDirectorSell (S)968$75K
Feb 7, 2025Rowley Paul JSVP OF OPERATIONSSell (P)79$6K
Feb 7, 2025Rowley Paul JSVP OF OPERATIONSSell (P)81$6K
Aug 22, 2024HOLLOWAY ANNE MDirectorSell (S)500$40K
May 30, 2024Hopkins Mary AnnDirectorBuy (P)560$40K
May 22, 2024Eichelberger Thomas A.DirectorBuy (P)640$50K

Institutional ownership over time

199 funds-54 since Q3 2024
0160320Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $459.3M · 1 values withheld

Share classes

Class13F holdersValue held
AWRthis pagecs369 funds$2.4B
029899901CALL1 funds$24K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in AWR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AWR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AWR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AWR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.