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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

339 managers (347 13F filers) reported a position in AWR shares at 2024-12-31, 29,935,087 shares in all. 26 filers opened a position and 35 filers sold out during the quarter.

Managers
339
13F filers
347
New
26
Added
114
Reduced
117
Sold out
35
Shares held by filers
29,935,087

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
VISTA INVESTMENT PARTNERS LLC3,500$272K0.08%013F-HRTimeline
CIBC WORLD MARKETS CORP3,488$271K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.3,414$265K0.01%013F-HRTimeline
Centiva Capital, LP3,334$259K0.01%-5,59613F-HRTimeline
MGB Wealth Management, LLC3,321$258K0.08%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,315$258K<0.01%-45,11013F-HRTimelineGroup
Stonebridge Capital Advisors LLC3,300$256K0.02%013F-HRTimeline
Ballentine Partners, LLC3,279$255K<0.01%+5913F-HRTimeline
Quantinno Capital Management LP3,216$250K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC3,200$249K<0.01%-4513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …3,190$248K<0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP3,184$247K<0.01%+113F-HRTimeline
BLAIR WILLIAM & CO/IL3,145$244K<0.01%013F-HRTimeline
First Interstate Bank3,000$233K0.01%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…3,000$233K<0.01%-11,50013F-HRTimeline
Amplius Wealth Advisors, LLC3,000$233K0.02%013F-HRTimeline
SlateStone Wealth, LLC3,000$233K0.02%013F-HRTimeline
XPONANCE LLC2,976$231K<0.01%+55013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,974$231K0.01%-2,58513F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD2,747$229K0.01%013F-HRTimeline
Vision Capital Management, Inc.2,921$227K0.03%013F-HRTimeline
Wealthfront Advisers LLC2,880$224K<0.01%+9013F-HR/ATimeline
OAK HILL WEALTH ADVISORS, LLC2,800$218K0.05%new13F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA2,780$216K0.05%013F-HRTimeline
Mission Creek Capital Partners, Inc.2,765$215K0.05%-1413F-HRTimeline
CFS Investment Advisory Services, LLC2,683$209K0.02%+2813F-HRTimeline
Coston, McIsaac & Partners2,689$208K0.06%-35713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,668$207K0.01%+713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,635$205K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,592$201K<0.01%-83613F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,588$201K<0.01%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,577$200K<0.01%-12413F-HRTimelineGroup
Parallel Advisors, LLC2,543$198K<0.01%-513F-HRTimeline
Aquatic Capital Management LLC2,390$186K0.01%-6,01013F-HRTimeline
SBI Securities Co., Ltd.2,365$184K0.01%13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…2,288$179K<0.01%13F-HRTimelineGroup
Avior Wealth Management, LLC2,110$164K0.01%013F-HRTimeline
ADIRONDACK TRUST CO2,000$155K0.06%013F-HRTimeline
Front Row Advisors LLC2,000$155K0.05%013F-HRTimeline
Global Retirement Partners, LLC1,947$151K<0.01%-19213F-HRTimeline
TRUST CO OF VERMONT1,845$143K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,843$143K<0.01%+45013F-HRTimelineGroup
GAMMA Investing LLC1,720$134K0.01%+21613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,639$127K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,537$119K<0.01%-3,02613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,502$117K0.01%-12013F-HRTimeline
Smartleaf Asset Management LLC1,488$116K0.01%+1,23513F-HRTimeline
State of Wyoming1,462$114K0.01%new13F-HRTimeline
Asset Planning,Inc1,450$113K0.09%13F-HRTimeline
Glen Eagle Advisors, LLC1,399$109K0.02%-15313F-HRTimeline
MAI Capital Management1,300$101K<0.01%new13F-HRTimeline
Quarry LP1,260$97.9K0.02%-17413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,250$97.2K0.05%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,241$96.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,262$91K<0.01%+16513F-HRTimeline
SHELL ASSET MANAGEMENT CO1,177$91K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,047$81.4K<0.01%+2613F-HRTimeline
Clarity Asset Management, Inc.1,011$78.5K0.05%-613F-HRTimeline
AMERIFLEX GROUP, INC.1,053$78.4K0.04%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$77.7K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC948$73.7K<0.01%+34313F-HRTimelineGroup
Farther Finance Advisors, LLC946$73.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc943$73.3K0.01%013F-HRTimeline
Continuum Advisory, LLC893$69.4K0.01%013F-HRTimeline
Headlands Technologies LLC836$65K0.01%new13F-HRTimeline
HOERTKORN RICHARD CHARLES805$62.5K0.03%-19513F-HRTimeline
Venturi Wealth Management, LLC802$62.3K<0.01%-18113F-HRTimeline
STRS OHIO700$54.4K<0.01%-40013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC652$50.7K<0.01%-9013F-HRTimeline
BOKF, NAin group BOKF, NA703$49.8K<0.01%+6013F-HRTimelineGroup
WHITTIER TRUST CO610$47.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC609$47.3K<0.01%+413F-HRTimeline
Caitong International Asset Management …587$45.6K0.04%13F-HR/ATimeline
Sterling Capital Management LLC545$42.4K<0.01%+46813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP541$42.1K<0.01%+36013F-HRTimelineGroup
Plato Investment Management Ltd523$40.8K<0.01%+50013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$38.9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC500$38.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIXISin group Natixis Investment Managers478$37.1K<0.01%+213F-HRTimelineGroup
Steward Partners Investment Advisory, L…468$36.4K<0.01%-8613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.439$34.1K<0.01%+21113F-HRTimelineGroup
Pflug Koory, LLC400$31.1K0.02%013F-HRTimeline
SIGNATUREFD, LLC394$30.6K<0.01%+5413F-HRTimeline
Golden State Wealth Management, LLC380$29.5K<0.01%13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…331$25.7K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…309$23.6K<0.01%013F-HRTimelineGroup
ORG Partners LLC290$22.5K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC252$19.6K<0.01%+1713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC238$19K<0.01%+5413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.250$18.2K<0.01%-30013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…218$16.9K<0.01%+14613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC215$16.7K<0.01%013F-HRTimeline
Hemington Wealth Management208$16K<0.01%+913F-HRTimeline
Versant Capital Management, Inc205$15.9K<0.01%+1313F-HRTimeline
IFP Advisors, Inc199$15.5K<0.01%+913F-HRTimeline
Catalyst Capital Advisors LLC190$14.8K<0.01%-1713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…169$13.1K<0.01%+1813F-HRTimelineGroup
Lindbrook Capital, LLC155$12K<0.01%013F-HRTimeline
SWAN Capital LLC150$11.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.141$11K<0.01%013F-HRTimeline
Quent Capital, LLC140$10.9K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.114$9K<0.01%+1713F-HRTimeline
Redwood Park Advisors LLC110$8.55K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…106$8.24K<0.01%+5513F-HRTimelineGroup
NFSG Corp102$7.89K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB100$7.77K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$7.77K<0.01%013F-HRTimeline
UMB Bank, n.a.97$7.54K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB84$6.53K<0.01%013F-HRTimeline
Leonteq Securities AG83$6.45K<0.01%-113F-HRTimeline
True Wealth Design, LLC69$5.36K<0.01%new13F-HRTimeline
Arax Advisory Partners67$5.21K<0.01%013F-HRTimeline
LGT Financial Advisors LLC62$4.82K0.01%013F-HRTimeline
Archer Investment Corp59$4.56K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.50$3.89K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$3.11K<0.01%+513F-HRTimeline
NewEdge Advisors, LLC38$2.95K<0.01%-20113F-HRTimeline
LRI Investments, LLC31$2.4K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC31$2K<0.01%013F-HRTimeline
Brooklyn Investment Group23$1.79K<0.01%new13F-HRTimeline
NewSquare Capital LLC22$1.71K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC21$1.63K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc20$1.55K<0.01%013F-HRTimeline
GeoWealth Management, LLC20$1.55K<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC20$1.55K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC18$1.4K<0.01%013F-HRTimeline
Larson Financial Group LLC15$1.17K<0.01%-13213F-HRTimeline
Private Wealth Management Group, LLC14$1.09K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC13$1.01K<0.01%-27413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …12$933<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.9$699<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$467<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$389<0.01%-213F-HRTimeline
Abound Wealth Management3$234<0.01%013F-HRTimeline
Global Financial Private Client, LLC2$155<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$78<0.01%13F-HRTimeline
Covestor Ltd2$00%-71513F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount 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