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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

393 managers (408 13F filers) reported a position in AWR shares at 2026-06-30, 32,900,087 shares in all. 64 filers opened a position and 31 filers sold out during the quarter.

Managers
393
13F filers
408
New
64
Added
164
Reduced
103
Sold out
31
Shares held by filers
32,900,087

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Meeder Advisory Services, Inc.group of 2 filers holding5,535$457K-1,235Timeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…5,457$451K0.17%+65413F-HRTimelineGroup
Integrated Wealth Concepts LLC5,429$449K<0.01%+1,12613F-HRTimeline
GSA CAPITAL PARTNERS LLP5,329$440K0.03%+1,19213F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…5,260$435K<0.01%+30513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,238$433K<0.01%-12,62313F-HRTimeline
Pallas Capital Advisors LLC5,104$422K0.01%+1,62913F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,936$408K0.01%-21113F-HRTimeline
Catalyst Funds Management Pty Ltd4,914$406K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,871$402K<0.01%+1,45513F-HRTimeline
XPONANCE LLC4,827$399K<0.01%+31413F-HRTimeline
Ensign Peak Advisors, Inc4,818$398K<0.01%-1,80013F-HRTimeline
WorthPointe, LLC4,679$387K0.1%new13F-HRTimeline
NorthCrest Asset Manangement, LLC4,553$382K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,581$379K0.01%+51913F-HR/ATimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…4,488$371K<0.01%+5813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,471$369K<0.01%013F-HRTimeline
HB Wealth Management, LLC4,465$369K<0.01%new13F-HRTimeline
CHOREO, LLC4,270$353K<0.01%+76613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,076$337K0.01%013F-HRTimeline
Parallel Advisors, LLC4,008$331K0.01%+55513F-HRTimeline
MAI Capital Management3,966$328K<0.01%+3,04113F-HRTimeline
GAMMA Investing LLC3,931$325K0.01%+75713F-HRTimeline
Pathway Financial Advisers, LLC3,882$321K0.08%+2613F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS3,881$321K<0.01%new13F-HRTimeline
Counterpoint Mutual Funds LLC3,839$317K0.03%new13F-HRTimeline
Freedom Day Solutions, LLC3,800$314K0.07%new13F-HRTimeline
Curi Capital, LLC3,783$313K<0.01%+53313F-HRTimeline
Nykredit A/Sin group Nykredit A/S3,659$302K<0.01%13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,651$302K<0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC3,640$301K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,624$299K0.01%+39013F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,611$298K<0.01%new13F-HRTimeline
Graham Capital Management, L.P.3,584$296K0.01%-13,39113F-HRTimeline
Allworth Financial LP3,568$295K<0.01%+25813F-HRTimeline
Krilogy Financial LLC3,558$294K0.01%+41213F-HRTimeline
Crossmark Global Holdings, Inc.3,543$293K<0.01%-7213F-HRTimeline
Martin Capital Partners, LLC3,520$291K0.11%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,500$289K0.07%013F-HRTimeline
INGALLS & SNYDER LLC3,485$288K0.01%-16013F-HRTimeline
Blankinship & Foster, LLC3,463$286K0.06%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,382$279K<0.01%-1,95113F-HRTimeline
Rodgers Brothers Inc.3,350$277K0.03%-2,50013F-HRTimeline
Quantbot Technologies LP3,287$272K0.01%-11,35313F-HRTimeline
Wealthfront Advisers LLC3,285$271K<0.01%-4513F-HRTimeline
Horizon Investment Services, LLC3,277$271K0.08%new13F-HRTimeline
Parcion Private Wealth LLC3,267$270K0.01%new13F-HRTimeline
Fieldview Capital Management, LLC3,244$268K0.08%new13F-HRTimeline
Bull Harbor Capital LLC3,219$266K0.05%new13F-HRTimeline
DRW Securities, LLC3,218$266K0.02%new13F-HRTimeline
Stonebridge Capital Advisors LLC3,200$264K0.02%013F-HRTimeline
Private Advisor Group, LLC3,160$261K<0.01%new13F-HRTimeline
Redmond Asset Management, LLC3,150$260K0.06%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP3,144$260K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,136$259K<0.01%+88013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,086$255K<0.01%+13613F-HRTimeline
Amplius Wealth Advisors, LLC3,018$249K0.02%+1813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,008$249K<0.01%+21113F-HRTimelineGroup
SlateStone Wealth, LLC3,000$248K0.02%013F-HRTimeline
WADDELL & ASSOCIATES, LLC2,965$245K0.01%new13F-HRTimeline
Vision Capital Management, Inc.2,921$241K0.03%013F-HRTimeline
Modera Wealth Management, LLC2,895$239K<0.01%013F-HRTimeline
Chicago Partners Investment Group LLC2,741$239K<0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,885$238K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC2,867$237K<0.01%-37013F-HRTimeline
Aigen Investment Management, LP2,862$236K0.06%-9,55313F-HRTimeline
IFM Investors Pty Ltd2,810$232K<0.01%+10013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,788$230K0.01%-1,72813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,771$228K<0.01%new13F-HRTimelineGroup
Jain Global LLC2,734$226K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,669$221K<0.01%-5,24313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD2,603$215K0.01%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al2,600$215K<0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,598$215K0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC2,411$214K0.18%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,563$212K<0.01%-35613F-HRTimelineGroup
Modern Wealth Management, LLC2,504$207K<0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP2,457$203K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,441$202K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners2,408$199K0.04%+713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,399$198K<0.01%+1,14413F-HRTimeline
SBI Securities Co., Ltd.2,276$188K<0.01%-5313F-HRTimeline
Front Row Advisors LLC2,000$175K0.05%013F-HRTimeline
ADIRONDACK TRUST CO2,000$165K0.05%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,932$160K0.01%+27013F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC1,842$152K<0.01%+1,55113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,728$143K<0.01%+1,72413F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,588$131K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,537$127K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,471$122K<0.01%013F-HRTimeline
Asset Planning,Inc1,450$120K0.08%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,380$114K<0.01%-8,65513F-HRTimeline
Global Retirement Partners, LLC1,334$110K<0.01%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,250$103K0.04%013F-HRTimeline
IFP Advisors, Inc1,179$97.4K<0.01%+53913F-HRTimeline
New Age Alpha Advisors, LLC1,094$90.4K<0.01%-1,93813F-HRTimeline
TRUST CO OF VERMONT1,050$86.8K<0.01%13F-HRTimeline
IFG Advisory, LLC877$72.5K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.824$68.1K0.03%+913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.778$64K<0.01%+24213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd774$64K0.04%+8613F-HRTimeline
Essential Partners LLC766$63.3K0.03%-11613F-HRTimeline
Persistent Asset Partners Ltd757$62.6K0.02%new13F-HRTimeline
Continuum Advisory, LLC741$61.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc734$60.6K<0.01%-20113F-HRTimeline
Glen Eagle Advisors, LLC705$58.3K0.01%-26013F-HRTimeline
ROTHSCHILD INVESTMENT LLC666$55K<0.01%+31513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.659$54.5K<0.01%+11013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.640$52.9K0.01%+2713F-HRTimeline
Plato Investment Management Ltd624$51.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO611$50.8K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…604$49.9K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC600$49.6K0.02%new13F-HRTimeline
SIGNATUREFD, LLC576$47.6K<0.01%+16213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC500$41.3K<0.01%013F-HRTimeline
True Wealth Design, LLC451$37.3K0.01%+22213F-HRTimeline
Steward Partners Investment Advisory, L…430$35.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.414$34.2K<0.01%-24513F-HRTimeline
Basecamp Wealth Advisors LLC405$33.5K0.01%+5913F-HRTimeline
Golden State Wealth Management, LLC380$31.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV368$30.4K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC362$29.9K<0.01%013F-HRTimeline
Sterling Capital Management LLC335$27.7K<0.01%-27613F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…309$25.5K<0.01%013F-HRTimelineGroup
Kemnay Advisory Services Inc.294$24.3K<0.01%-2713F-HRTimeline
UMB Bank, n.a.256$21.2K<0.01%+2113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc229$18.9K<0.01%-513F-HRTimeline
Salomon & Ludwin, LLC219$18.3K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.202$16.7K<0.01%+14313F-HRTimeline
Pflug Koory, LLC201$16.6K0.01%013F-HRTimeline
DANSKE BANK A/S200$16.5K<0.01%013F-HRTimeline
BAYBAN200$16.5K0.01%013F-HRTimeline
SWAN Capital LLC150$12.4K<0.01%013F-HRTimeline
Quent Capital, LLC140$11.6K<0.01%013F-HRTimeline
Redwood Park Advisors LLC114$9.39K0.01%+113F-HRTimeline
Clearstead Advisors, LLC106$8.76K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC103$8.48K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB100$8.26K<0.01%013F-HRTimeline
Bare Financial Services, Inc86$7.11K<0.01%+6813F-HRTimeline
NATIXISin group Natixis Investment Managers84$6.94K<0.01%-113F-HRTimelineGroup
High Note Wealth, LLC77$6.36K<0.01%+613F-HRTimeline
MassMutual Private Wealth & Trust, FSB60$4.96K<0.01%-1713F-HRTimeline
Institute for Wealth Management, LLC.60$4.96K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC60$4.96K<0.01%+3113F-HRTimeline
TD Waterhouse Canada Inc.50$4.17K<0.01%013F-HRTimeline
JPL Wealth Management, LLC44$3.64K<0.01%+813F-HRTimeline
Keating Financial Advisory Services, In…44$3.64K<0.01%-313F-HRTimeline
CVA Family Office, LLC43$3.55K<0.01%+313F-HRTimeline
Silver Grove Financial Group, Inc.40$3.31K<0.01%new13F-HRTimeline
Larson Financial Group LLC39$3.23K<0.01%+2913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.39$3.22K<0.01%013F-HRTimeline
NewEdge Advisors, LLC38$3.14K<0.01%013F-HRTimeline
Truvestments Capital LLC38$3.14K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK36$2.98K<0.01%013F-HRTimelineGroup
LRI Investments, LLC33$2.72K<0.01%+213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS33$2.56K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC29$2.54K<0.01%+613F-HRTimeline
JFS WEALTH ADVISORS, LLC26$2.15K<0.01%+713F-HRTimeline
Trust Co25$2.08K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.25$2.07K<0.01%new13F-HR/ATimeline
Fourth Dimension Wealth, LLC22$1.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19$1.57K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.19$1.57K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC19$1.57K<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.18$1.49K<0.01%+1013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18$1.49K<0.01%new13F-HRTimeline
Sankala Group LLC15$1.34K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC14$1.16K<0.01%013F-HRTimeline
Quarry LP11$909<0.01%-8813F-HRTimeline
Cassaday & Co Wealth Management LLC10$827<0.01%013F-HRTimeline
Kilter Group LLC10$827<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC8$662<0.01%+313F-HRTimeline
Plante Moran Financial Advisors, LLC8$661<0.01%new13F-HRTimeline
Creative Capital Management Investments…8$661<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC7$579<0.01%+513F-HRTimeline
Bell Investment Advisors, Inc7$579<0.01%013F-HRTimeline
HFM Investment Advisors, LLC7$579<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC7$578<0.01%+113F-HRTimeline
Fulcrum Asset Management LLP6$497<0.01%new13F-HRTimeline
FIRST HORIZON CORP6$496<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$496<0.01%013F-HRTimeline
Manchester Capital Management LLC5$414<0.01%013F-HRTimeline
Hughes Financial Services, LLC5$413<0.01%+213F-HRTimeline
Investors Portfolio Services LLC5$413<0.01%new13F-HRTimeline
Caitlin John, LLC4$331<0.01%-71713F-HRTimeline
Ankerstar Wealth, LLC4$331<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$248<0.01%+213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2$165<0.01%13F-HRTimelineGroup
Davis Capital Management2$165<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1$84<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$83<0.01%new13F-HRTimeline
Evolution Advisers, Inc.7$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.

Events

  • NEUBERGER BERMAN GROUP LLC and 1 other reporting person reported 1,942,134 AWR shares, 4.9% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-06. 0001465109-26-000078

    Accepted , ingested