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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

351 managers (358 13F filers) reported a position in AWR shares at 2025-03-31, 30,181,423 shares in all. 43 filers opened a position and 32 filers sold out during the quarter.

Managers
351
13F filers
358
New
43
Added
113
Reduced
121
Sold out
32
Shares held by filers
30,181,423

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cannon Global Investment Management, LLC4,500$354K0.98%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,498$354K0.01%-82613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,471$352K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,468$352K<0.01%013F-HRTimeline
Blankinship & Foster, LLC4,452$350K0.09%013F-HRTimeline
Redmond Asset Management, LLC4,450$350K0.09%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC4,448$350K0.04%-80913F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …4,387$345K<0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC4,280$337K0.02%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,118$327K<0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,076$321K0.01%013F-HRTimeline
Ballentine Partners, LLC4,029$317K0.01%+75013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,900$307K0.01%013F-HRTimelineGroup
Pathway Financial Advisers, LLC3,757$296K0.1%+2213F-HRTimeline
ExodusPoint Capital Management, LP3,751$295K<0.01%new13F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…3,750$295K0.22%013F-HRTimeline
Freestone Grove Partners LP3,720$293K<0.01%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd3,705$292K0.14%-3,67313F-HRTimelineGroup
New Age Alpha Advisors, LLC3,697$291K0.01%-2,27313F-HRTimeline
SHERBROOKE PARK ADVISERS LLC3,670$289K0.13%new13F-HRTimeline
INGALLS & SNYDER LLC3,645$287K0.01%013F-HRTimeline
Crossmark Global Holdings, Inc.3,640$286K0.01%-3513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,500$275K0.08%013F-HRTimeline
Aster Capital Management (DIFC) Ltd3,565$273K0.05%new13F-HRTimeline
Avantax Planning Partners, Inc.3,414$269K0.01%013F-HRTimeline
MGB Wealth Management, LLC3,321$261K0.09%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,260$256K<0.01%+62513F-HRTimelineGroup
Stonebridge Capital Advisors LLC3,200$252K0.02%-10013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,160$249K<0.01%-2413F-HRTimeline
XPONANCE LLC3,158$248K<0.01%+18213F-HRTimeline
BLAIR WILLIAM & CO/IL3,145$247K<0.01%013F-HRTimeline
OneDigital Investment Advisors LLC3,087$243K<0.01%-11313F-HRTimeline
Gitterman Wealth Management, LLC3,071$242K0.06%new13F-HRTimeline
Amplius Wealth Advisors, LLC3,000$236K0.02%013F-HRTimeline
SlateStone Wealth, LLC3,000$236K0.02%013F-HRTimeline
Wealthfront Advisers LLC2,925$230K<0.01%+4513F-HRTimeline
Vision Capital Management, Inc.2,921$230K0.03%013F-HRTimeline
Parallel Advisors, LLC2,853$224K0.01%+31013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,848$224K<0.01%+25613F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC2,800$220K0.05%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA2,780$219K0.05%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD2,747$216K0.01%013F-HR/ATimeline
IFM Investors Pty Ltd2,710$213K<0.01%-2,21013F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV2,709$213K<0.01%-1,28913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,679$211K<0.01%new13F-HRTimelineGroup
Engineers Gate Manager LP2,632$207K<0.01%-12,09513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,611$205K0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,564$202K<0.01%new13F-HR/ATimelineGroup
MACKENZIE FINANCIAL CORP2,546$200K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners2,391$188K0.05%-29813F-HRTimeline
Smartleaf Asset Management LLC2,413$187K0.02%+92513F-HRTimeline
SBI Securities Co., Ltd.2,324$183K0.01%-4113F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…2,288$178K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO2,000$157K0.06%013F-HRTimeline
Front Row Advisors LLC2,000$157K0.06%013F-HRTimeline
KBC Group NVin group KBC Group NV1,892$149K<0.01%-4,29613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,846$145K<0.01%+313F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,539$121K<0.01%-10013F-HRTimelineGroup
Asset Planning,Inc1,450$114K0.09%013F-HRTimeline
TRUST CO OF VERMONT1,345$106K0.01%-50013F-HRTimeline
Glen Eagle Advisors, LLC1,326$104K0.02%-7313F-HRTimeline
Allworth Financial LP1,311$104K<0.01%+4913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,250$98.3K0.05%013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,128$89K<0.01%-4913F-HRTimeline
STRS OHIO1,100$86.5K<0.01%+40013F-HRTimeline
AMERIFLEX GROUP, INC.1,053$82.8K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$78.7K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC997$78.4K<0.01%-5013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…946$74.4K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC944$74.3K<0.01%-213F-HRTimeline
AdvisorNet Financial, Inc943$74.2K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK941$74K<0.01%-30013F-HRTimelineGroup
Continuum Advisory, LLC893$70.3K0.01%013F-HRTimeline
GAMMA Investing LLC860$67.7K0.01%-86013F-HR/ATimeline
Clarity Asset Management, Inc.860$67.6K0.04%-15113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP812$63.1K<0.01%+27113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC782$61.5K<0.01%-16613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…779$61.3K<0.01%-75813F-HRTimelineGroup
Quantbot Technologies LP760$59.8K<0.01%-8,82913F-HRTimeline
BOKF, NAin group BOKF, NA703$55.3K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC682$53.7K0.01%-15413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC652$50.7K<0.01%013F-HRTimeline
Anchor Investment Management, LLC612$48.2K<0.01%+313F-HRTimeline
WHITTIER TRUST CO610$48K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.509$40K<0.01%+7013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.500$39.3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC500$39.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC492$38.7K<0.01%+9813F-HRTimeline
Steward Partners Investment Advisory, L…468$36.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC380$29.9K<0.01%013F-HR/ATimeline
Pflug Koory, LLC371$29.2K0.02%-2913F-HRTimeline
HOERTKORN RICHARD CHARLES349$27.5K0.01%-45613F-HRTimeline
Sterling Capital Management LLC309$24.3K<0.01%-23613F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…309$24.3K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC257$20.2K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…244$19.2K<0.01%+7513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.250$18.8K<0.01%013F-HRTimelineGroup
Hemington Wealth Management221$17K<0.01%+1313F-HRTimeline
GPS Wealth Strategies Group, LLC215$16.9K<0.01%013F-HRTimeline
IFP Advisors, Inc199$15.7K<0.01%013F-HRTimeline
MAI Capital Management191$15K<0.01%-1,10913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.169$13K<0.01%+5513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$13K<0.01%+5913F-HRTimelineGroup
Lindbrook Capital, LLC161$12.7K<0.01%+613F-HRTimeline
SWAN Capital LLC150$11.8K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.141$11.1K<0.01%013F-HRTimeline
Rise Advisors, LLC140$11K<0.01%new13F-HRTimeline
Quent Capital, LLC140$11K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC130$10.2K<0.01%-12213F-HRTimeline
Redwood Park Advisors LLC110$8.65K0.01%013F-HRTimeline
Plato Investment Management Ltd108$8.59K<0.01%-41513F-HRTimeline
Wilmington Savings Fund Society, FSB100$7.87K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$7.87K<0.01%013F-HRTimeline
UMB Bank, n.a.93$7.32K<0.01%-413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB85$6.69K<0.01%+113F-HRTimeline
Quarry LP85$6.69K<0.01%-1,17513F-HRTimeline
Leonteq Securities AG80$6.29K<0.01%-313F-HRTimeline
SVB WEALTH LLC77$6.06K<0.01%new13F-HRTimeline
Arax Advisory Partners62$4.88K<0.01%-513F-HRTimeline
Archer Investment Corp59$4.64K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.50$3.94K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$3.93K<0.01%+1013F-HRTimeline
NewEdge Advisors, LLC38$2.99K<0.01%013F-HRTimeline
Brooklyn Investment Group38$2.99K<0.01%+1513F-HRTimeline
Parkside Financial Bank & Trust31$2.44K<0.01%new13F-HRTimeline
LRI Investments, LLC31$2.44K<0.01%013F-HRTimeline
Caitong International Asset Management …29$2.28K<0.01%-55813F-HRTimeline
Bell Investment Advisors, Inc27$2.12K<0.01%+713F-HRTimeline
Ulland Investment Advisors, LLC31$2K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC21$1.66K<0.01%013F-HRTimeline
Sound Income Strategies, LLC20$1.57K<0.01%013F-HRTimeline
Larson Financial Group LLC17$1.34K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC16$1.26K<0.01%-213F-HRTimeline
Private Wealth Management Group, LLC14$1.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.13$1.02K<0.01%new13F-HRTimeline
Bare Financial Services, Inc11$865<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …10$787<0.01%13F-HRTimelineGroup
Stephens Consulting, LLC10$787<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.9$708<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$551<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.6$473<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.6$473<0.01%013F-HRTimeline
Global Financial Private Client, LLC6$472<0.01%+413F-HRTimeline
Abound Wealth Management3$237<0.01%013F-HRTimeline
True Wealth Design, LLC1$79<0.01%-6813F-HRTimeline
Parkworth Wealth Management, Inc.1$79<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$79<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$78<0.01%new13F-HRTimeline
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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