280 tracked 13F filers disclose a position in AWR as of the latest SEC 13F filings, a combined $2.3B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $518.9M | 6.9M | ▼−1.5% Reduced · −107K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $234.9M | 3.1M | →First observed position No prior filed position | Q1 2026 | |
| 3 | Neuberger Berman Group LLC | $191.2M | 2.5M | ▲+0.1% Added · +4K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $156.1M | 2.1M | ▲+2.0% Added · +41K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $132.8M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 6 | MORGAN STANLEY | $98.5M | 1.3M | ▼−3.3% Reduced · −45K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $70.7M | 934K | ▲+2.9% Added · +27K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $63.2M | 836K | ▲+2.1% Added · +17K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $56.0M | 741K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 10 | BNP Paribas Asset Management Holding S.A. | $35.8M | 474K | ▲+3.0% Added · +14K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $35.8M | 474K | ▲+16% Added · +64K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34.9M | 462K | ▼−0.2% Reduced · −831 sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $33.4M | 441K | ▼−3.4% Reduced · −15K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $24.9M | 329K | ▼−1.7% Reduced · −6K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $19.8M | 262K | →First observed position No prior filed position | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $19.0M | 248K | ▼−5.7% Reduced · −15K sh | Q1 2026 | |
| 17 | VICTORY CAPITAL MANAGEMENT INC | $18.4M | 243K | ▲+4.2% Added · +10K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $17.8M | 236K | ▼−5.7% Reduced · −14K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $17.2M | 228K | ▼−6.9% Reduced · −17K sh | Q1 2026 | |
| 20 | Amundi | $16.9M | 224K | ▼−3.9% Reduced · −9K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $15.8M | 209K | ▲+112% Added · +111K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $15.6M | 207K | ▲+90% Added · +98K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $14.3M | 189K | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | $14.1M | 187K | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 25 | Zurcher 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.
Last quarter, 5 funds opened a new position in AWR and 27 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).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 130 funds | $55.0B |
| AMAZON.COM INCAMZN | 129 funds | $43.9B |
| ELI LILLY & COLLY | 129 funds | $14.7B |
| NVIDIA CORPNVDA | 128 funds | $80.0B |
| BROADCOM INCAVGO | 128 funds | $27.8B |
| META PLATFORMS INC-CLASS AMETA | 128 funds | $25.6B |
| MASTERCARD INC - AMA | 128 funds | $10.0B |
| ALPHABET INC-CL AGOOGL | 127 funds | $36.6B |
| APPLE INCAAPL | 126 funds | $67.4B |
| VISA INC-CLASS A SHARESV | 126 funds | $12.3B |
| MICRON TECHNOLOGY INCMU | 126 funds | $10.2B |
| COSTCO WHOLESALE CORPCOST | 126 funds | $10.0B |
Ranked by how many of AWR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2026 | HOLLOWAY ANNE M | Director | Sell (S) | 662 | $50K |
| May 15, 2026 | Rowley Paul J | SVP OF OPERATIONS | Sell (S) | 1K | $99K |
| Nov 11, 2025 | HOLLOWAY ANNE M | Director | Sell (S) | 528 | $40K |
| Jun 6, 2025 | Eichelberger Thomas A. | Director | Buy (P) | 897 | $69K |
| Mar 12, 2025 | BONTA DIANA M | Director | Sell (S) | 1 | $77 |
| Mar 12, 2025 | BONTA DIANA M | Director | Sell (S) | 968 | $75K |
| Feb 7, 2025 | Rowley Paul J | SVP OF OPERATIONS | Sell (P) | 79 | $6K |
| Feb 7, 2025 | Rowley Paul J | SVP OF OPERATIONS | Sell (P) | 81 | $6K |
| Aug 22, 2024 | HOLLOWAY ANNE M | Director | Sell (S) | 500 | $40K |
| May 30, 2024 | Hopkins Mary Ann | Director | Buy (P) | 560 | $40K |
| May 22, 2024 | Eichelberger Thomas A. | Director | Buy (P) | 640 | $50K |
| Mar 5, 2024 | DAVIS STEVEN D | Director | Buy (P) | 750 | $54K |
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AWR/capital-change-brief"
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.