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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

354 managers (362 13F filers) reported a position in AWR shares at 2025-06-30, 30,244,577 shares in all. 36 filers opened a position and 35 filers sold out during the quarter.

Managers
354
13F filers
362
New
36
Added
145
Reduced
112
Sold out
35
Shares held by filers
30,244,577

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Janney Montgomery Scott LLC4,859$372K<0.01%-6613F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,803$368K0.22%013F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT4,794$367K0.01%+29613F-HRTimeline
CIBC WORLD MARKETS CORP4,769$366K<0.01%-3,62913F-HRTimeline
Graham Capital Management, L.P.4,717$362K0.01%-6,86713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,610$353K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,471$343K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,468$343K<0.01%013F-HRTimeline
Blankinship & Foster, LLC4,452$341K0.08%013F-HRTimeline
DRW Securities, LLC4,328$332K0.02%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,280$328K0.02%013F-HRTimeline
Schonfeld Strategic Advisors LLC4,266$327K<0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,076$312K0.01%013F-HRTimeline
Redmond Asset Management, LLC3,950$303K0.07%-50013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,903$299K+3Timeline
CWM, LLCin group CWM, LLC3,898$299K<0.01%+2,05213F-HRTimelineGroup
Atria Investments, Inc3,886$298K<0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,810$292K0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC3,779$290K0.09%+2213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,761$286K<0.01%-4,09513F-HRTimelineGroup
Crossmark Global Holdings, Inc.3,645$279K<0.01%+513F-HRTimeline
INGALLS & SNYDER LLC3,645$279K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,598$276K<0.01%+88913F-HRTimeline
Ballentine Partners, LLC3,554$272K<0.01%-47513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,500$268K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,447$264K<0.01%+30213F-HRTimeline
Avantax Planning Partners, Inc.3,374$259K0.01%-4013F-HRTimeline
MGB Wealth Management, LLC3,321$255K0.08%013F-HRTimeline
XPONANCE LLC3,304$253K<0.01%+14613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,280$251K0.01%+2,50113F-HRTimelineGroup
WFA of San Diego, LLC3,272$251K0.18%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,260$250K<0.01%013F-HRTimelineGroup
PharVision Advisers, LLC3,220$247K0.35%new13F-HRTimeline
Stonebridge Capital Advisors LLC3,200$245K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,161$242K<0.01%+113F-HRTimeline
SG Americas Securities, LLC3,114$239K<0.01%-43,47613F-HRTimeline
Wealthfront Advisers LLC3,115$239K<0.01%+19013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP3,031$232K0.03%new13F-HRTimeline
SlateStone Wealth, LLC3,000$230K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC3,000$230K0.02%013F-HRTimeline
Vision Capital Management, Inc.2,921$224K0.03%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,893$222K0.02%-4,55713F-HRTimeline
ARMISTICE CAPITAL, LLC2,850$218K0.01%new13F-HRTimeline
Parallel Advisors, LLC2,834$217K<0.01%-1913F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA2,780$213K0.06%013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC2,800$213K0.04%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD2,721$209K0.01%-2613F-HRTimeline
IFM Investors Pty Ltd2,710$208K<0.01%013F-HRTimeline
Glenmede Investment Management, LP2,702$207K<0.01%13F-HRTimeline
Gitterman Wealth Management, LLC2,600$199K0.05%-47113F-HRTimeline
Smartleaf Asset Management LLC2,563$196K0.02%+15013F-HRTimeline
Coston, McIsaac & Partners2,376$182K0.05%-1513F-HRTimeline
SBI Securities Co., Ltd.2,320$178K0.01%-413F-HRTimeline
GAMMA Investing LLC2,115$162K0.01%+1,25513F-HRTimeline
Front Row Advisors LLC2,000$153K0.05%013F-HRTimeline
ADIRONDACK TRUST CO2,000$153K0.06%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,539$118K<0.01%013F-HRTimelineGroup
Asset Planning,Inc1,450$111K0.08%013F-HRTimeline
Allworth Financial LP1,379$106K<0.01%+6813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,361$104K<0.01%+54913F-HRTimelineGroup
TRUST CO OF VERMONT1,345$103K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,324$101K<0.01%13F-HRTimeline
STRS OHIO1,300$99.7K<0.01%+20013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,250$95.8K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC1,196$91.7K0.01%-13013F-HRTimeline
KBC Group NVin group KBC Group NV1,130$87K<0.01%-76213F-HRTimelineGroup
Quarry LP1,064$81.6K0.02%+97913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,018$78K<0.01%+2113F-HRTimeline
SHELL ASSET MANAGEMENT CO1,016$78K<0.01%-11213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$76.7K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC946$72.5K<0.01%+213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK941$72.1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc935$71.7K<0.01%-813F-HRTimeline
BOKF, NAin group BOKF, NA917$70.3K<0.01%+21413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC910$69.8K<0.01%+12813F-HRTimelineGroup
Clarity Asset Management, Inc.829$63.5K0.04%-3113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…804$61.6K0.02%-14213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.800$61.4K<0.01%+55013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…721$55.3K<0.01%+55613F-HRTimelineGroup
Covestor Ltd700$54K0.03%+69813F-HRTimeline
Clearstead Advisors, LLC626$48K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC616$47.2K<0.01%+413F-HRTimeline
WHITTIER TRUST CO610$46.8K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.607$46.5K<0.01%+9813F-HRTimelineGroup
SIGNATUREFD, LLC503$38.6K<0.01%+1113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC500$38.3K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…430$33K<0.01%-3813F-HRTimeline
Sterling Capital Management LLC423$32.4K<0.01%+11413F-HR/ATimeline
Versant Capital Management, Inc420$32.2K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC410$31.4K<0.01%-24213F-HRTimeline
Golden State Wealth Management, LLC393$30.1K<0.01%+1313F-HRTimeline
Pflug Koory, LLC371$28.4K0.01%013F-HRTimeline
State of Wyoming339$26K<0.01%new13F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding310$23.8K-10,633Timeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…309$23.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc305$23.4K<0.01%+10613F-HRTimeline
Hilltop National Bank300$23K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.250$19.2K<0.01%-25013F-HRTimeline
AMERIFLEX GROUP, INC.248$19.1K0.01%-80513F-HRTimeline
HOERTKORN RICHARD CHARLES235$18K0.01%-11413F-HRTimeline
Hemington Wealth Management228$17K<0.01%+713F-HRTimeline
GPS Wealth Strategies Group, LLC215$16.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…212$16.3K<0.01%-3213F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.152$12K<0.01%-1713F-HRTimeline
SWAN Capital LLC150$11.5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.141$10.8K<0.01%013F-HRTimeline
Rise Advisors, LLC140$10.7K<0.01%013F-HRTimeline
UMB Bank, n.a.127$9.74K<0.01%+3413F-HR/ATimeline
Redwood Park Advisors LLC111$8.48K0.01%+113F-HRTimeline
MAI Capital Management104$7.97K<0.01%-8713F-HRTimeline
Wilmington Savings Fund Society, FSB100$7.67K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$7.67K<0.01%013F-HRTimeline
True Wealth Design, LLC85$6.52K<0.01%+8413F-HRTimeline
Essential Partners LLC83$6.36K<0.01%13F-HRTimeline
Leonteq Securities AG82$6.29K<0.01%+213F-HRTimeline
Aster Capital Management (DIFC) Ltd76$5.83K<0.01%-3,48913F-HRTimeline
MassMutual Private Wealth & Trust, FSB72$5.52K<0.01%-1313F-HRTimeline
ROTHSCHILD INVESTMENT LLC70$5.37K<0.01%+2013F-HRTimeline
Parkside Financial Bank & Trust62$4.75K<0.01%+3113F-HRTimeline
Arax Advisory Partners62$4.75K<0.01%013F-HRTimeline
Archer Investment Corp59$4.55K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.50$3.9K<0.01%013F-HRTimeline
Bare Financial Services, Inc47$3.6K<0.01%+3613F-HRTimeline
Larson Financial Group LLC45$3.45K<0.01%+2813F-HRTimeline
NewEdge Advisors, LLC38$2.91K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.37$2.84K<0.01%+2413F-HRTimeline
LRI Investments, LLC31$2.37K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc28$2.15K<0.01%+113F-HRTimeline
Ulland Investment Advisors, LLC31$2K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC23$1.76K<0.01%+713F-HRTimeline
Fourth Dimension Wealth, LLC21$1.62K<0.01%013F-HRTimeline
NewSquare Capital LLC20$1.53K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC20$1.53K<0.01%013F-HRTimeline
Fortitude Family Office, LLC20$1.53K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC19$1.45K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC14$1.07K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.21$1K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.8$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annis Gardner Whiting Capital Advisors,…13$997<0.01%new13F-HRTimeline
Clearstead Trust, LLC12$920<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …9$690<0.01%13F-HRTimelineGroup
Brooklyn Investment Group8$614<0.01%-3013F-HR/ATimeline
Rialto Wealth Management, LLC7$537<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$460<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$307<0.01%+313F-HRTimeline
First Horizon Advisors, Inc.3$230<0.01%-613F-HRTimeline
SJS Investment Consulting Inc.3$230<0.01%-313F-HRTimeline
Abound Wealth Management3$230<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2$153<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$153<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC1$76<0.01%013F-HRTimeline
Avion Wealth6$00%new13F-HR/ATimelineValue 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