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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

362 managers (369 13F filers) reported a position in AWR shares at 2025-09-30, 31,185,557 shares in all. 42 filers opened a position and 32 filers sold out during the quarter.

Managers
362
13F filers
369
New
42
Added
135
Reduced
118
Sold out
32
Shares held by filers
31,185,557

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,240$384K<0.01%+1,98013F-HRTimelineGroup
New Age Alpha Advisors, LLC5,212$382K0.02%-7813F-HRTimeline
Groupe la Francaisein group Groupe la Francaise5,172$379K0.01%new13F-HRTimelineGroup
Bridgefront Capital, LLC5,125$376K0.11%new13F-HRTimeline
Clear Creek Financial Management, LLC5,027$369K0.03%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding4,905$360K+4,105Timeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,803$352K0.19%013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,784$351K<0.01%-46,79013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,738$347K<0.01%-79613F-HRTimeline
ELCO Management Co., LLC4,580$336K0.18%-82813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,471$328K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,468$328K<0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,390$322K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,337$318K0.01%-45713F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…4,314$316K<0.01%-63313F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC4,280$314K0.02%013F-HRTimeline
AXQ CAPITAL, LP4,143$304K0.12%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,120$302K<0.01%-9,18213F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC4,076$299K0.01%013F-HRTimeline
BRIGHTON JONES LLC3,986$292K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC3,918$287K0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC3,806$279K0.08%+2713F-HRTimeline
Crossmark Global Holdings, Inc.3,645$267K<0.01%013F-HRTimeline
INGALLS & SNYDER LLC3,645$267K0.01%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,601$264K0.01%-20913F-HRTimeline
Ballentine Partners, LLC3,580$262K<0.01%+2613F-HRTimeline
CHOREO, LLC3,559$261K<0.01%-2,61813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,500$257K0.07%013F-HRTimeline
Blankinship & Foster, LLC3,462$254K0.06%-99013F-HRTimeline
Redmond Asset Management, LLC3,450$253K0.06%-50013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding3,411$250K-4,818Timeline
Avantax Planning Partners, Inc.3,346$245K0.01%-2813F-HRTimeline
Merit Financial Group, LLC3,308$243K<0.01%new13F-HR/ATimeline
BLAIR WILLIAM & CO/IL3,304$242K<0.01%-14313F-HRTimeline
WFA of San Diego, LLC3,272$240K0.16%013F-HRTimeline
111 Capital3,269$240K0.05%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,234$237K-669Timeline
MGB Wealth Management, LLC3,234$237K0.07%-8713F-HRTimeline
Glenmede Investment Management, LP3,204$235K<0.01%+50213F-HRTimeline
Stonebridge Capital Advisors LLC3,200$235K0.02%013F-HRTimeline
Wealthfront Advisers LLC3,189$234K<0.01%+7413F-HRTimeline
SYON CAPITAL LLC3,100$227K0.01%new13F-HRTimeline
Krilogy Financial LLC3,052$226K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC3,072$225K0.01%new13F-HRTimeline
XPONANCE LLC3,025$222K<0.01%-27913F-HRTimeline
SlateStone Wealth, LLC3,000$220K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC3,000$220K0.02%013F-HRTimeline
Vision Capital Management, Inc.2,921$214K0.03%013F-HRTimeline
Parallel Advisors, LLC2,872$211K<0.01%+3813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,865$210K<0.01%new13F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC2,800$205K0.04%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA2,780$204K0.05%013F-HRTimeline
Smartleaf Asset Management LLC2,729$196K0.01%+16613F-HRTimeline
Coston, McIsaac & Partners2,384$174K0.04%+813F-HRTimeline
SBI Securities Co., Ltd.2,226$163K<0.01%-9413F-HRTimeline
Front Row Advisors LLC2,000$147K0.05%013F-HRTimeline
ADIRONDACK TRUST CO2,000$147K0.05%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,792$131K<0.01%+88213F-HRTimelineGroup
GAMMA Investing LLC1,742$128K0.01%-37313F-HRTimeline
Allworth Financial LP1,646$121K<0.01%+26713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,580$116K<0.01%+85913F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,537$113K<0.01%-213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,454$107K<0.01%-1,82613F-HRTimelineGroup
Asset Planning,Inc1,450$106K0.08%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,419$104K0.01%-7,13313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,379$99.9K<0.01%+1813F-HRTimelineGroup
Global Retirement Partners, LLC1,326$97.2K<0.01%+213F-HRTimeline
TRUST CO OF VERMONT1,300$95.3K<0.01%-4513F-HRTimeline
Farther Finance Advisors, LLC1,270$93.1K<0.01%+32413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,250$91.7K0.04%013F-HRTimeline
Glen Eagle Advisors, LLC1,236$90.6K0.01%+4013F-HRTimeline
Essential Partners LLC1,194$87.5K0.03%+1,11113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,148$84.2K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,145$84K<0.01%+12713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,130$83K<0.01%+1,12213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KBC Group NVin group KBC Group NV1,130$83K<0.01%013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,108$81.2K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$73.3K<0.01%013F-HRTimelineGroup
Quarry LP999$73.2K0.02%-6513F-HRTimeline
Sterling Capital Management LLC987$72.4K<0.01%+56413F-HRTimeline
Advisory Services Network, LLC976$71.6K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK941$69K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc935$68.6K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA917$67.2K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.834$61.2K0.03%+513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…804$58.9K0.02%013F-HRTimeline
Covestor Ltd699$51K0.03%-113F-HRTimeline
Clearstead Advisors, LLC650$47.7K<0.01%+2413F-HRTimeline
Anchor Investment Management, LLC620$45.5K<0.01%+413F-HRTimeline
WHITTIER TRUST CO611$43.2K<0.01%+113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.559$41K<0.01%-4813F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd540$39.6K0.02%+46413F-HRTimeline
Wealthspire Advisors, LLC502$36.8K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC500$36.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC457$33.5K<0.01%-4613F-HRTimeline
Steward Partners Investment Advisory, L…430$31.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc414$30.4K<0.01%-613F-HRTimeline
Golden State Wealth Management, LLC393$28.8K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.388$28.4K<0.01%new13F-HRTimeline
Pflug Koory, LLC371$27.2K0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO370$27K<0.01%-64613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC362$26.5K<0.01%-4813F-HRTimeline
State of Wyoming346$25.4K<0.01%+713F-HRTimeline
NATIXISin group Natixis Investment Managers310$22.7K<0.01%013F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…309$22.7K<0.01%013F-HRTimelineGroup
Hilltop National Bank300$22K0.01%013F-HRTimeline
Caitong International Asset Management …276$20.2K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC273$19.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc257$18.8K<0.01%-4813F-HR/ATimeline
HARBOUR INVESTMENTS, INC.250$18.3K<0.01%013F-HRTimeline
Root Financial Partners, LLC224$16.4K<0.01%new13F-HRTimeline
Hemington Wealth Management220$16K<0.01%-813F-HRTimeline
GPS Wealth Strategies Group, LLC216$15.8K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…192$14.1K<0.01%-2013F-HRTimelineGroup
UMB Bank, n.a.188$13.8K<0.01%+6113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust168$12.3K<0.01%+10613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.147$11K<0.01%-513F-HRTimeline
SWAN Capital LLC150$11K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.141$10.3K<0.01%013F-HRTimeline
Rise Advisors, LLC140$10.3K<0.01%013F-HRTimeline
Quent Capital, LLC140$10.3K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC138$10K<0.01%-158,66313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB119$8.72K<0.01%+4713F-HRTimeline
Redwood Park Advisors LLC111$8.17K0.01%013F-HRTimeline
True Wealth Design, LLC107$7.85K<0.01%+2213F-HRTimeline
Leonteq Securities AG104$7.62K<0.01%+2213F-HRTimeline
Bare Financial Services, Inc101$7.41K<0.01%+5413F-HRTimeline
Wilmington Savings Fund Society, FSB100$7.33K<0.01%013F-HR/ATimeline
Washington Trust Advisors, Inc.100$7.33K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC90$6K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC79$5.79K<0.01%+913F-HRTimeline
TD Waterhouse Canada Inc.50$3.55K<0.01%013F-HRTimeline
Fortitude Family Office, LLC48$3.52K<0.01%+2813F-HRTimeline
NewEdge Advisors, LLC38$2.79K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.35$2.57K<0.01%new13F-HRTimeline
LRI Investments, LLC31$2.27K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc28$2.05K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC31$2K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC25$1.83K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC21$1.56K<0.01%013F-HRTimeline
Sound Income Strategies, LLC20$1.47K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC19$1.39K<0.01%-413F-HRTimeline
Physician Wealth Advisors, Inc.17$1.25K<0.01%-2013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17$1.25K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC14$1.03K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13$953<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC12$880<0.01%013F-HRTimeline
Larson Financial Group LLC10$733<0.01%-3513F-HRTimeline
FIRST HORIZON CORP9$660<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7$513<0.01%13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$448<0.01%013F-HRTimeline
MAI Capital Management4$294<0.01%-10013F-HRTimeline
Cornerstone Planning Group LLC4$286<0.01%new13F-HRTimeline
Abound Wealth Management3$220<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$147<0.01%-113F-HRTimeline
HFM Investment Advisors, LLC2$147<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$74<0.01%-613F-HRTimeline
Tortoise Investment Management, LLC1$73<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$73<0.01%013F-HRTimeline
Avion Wealth7$00%+113F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC3$00%new13F-HRTimelineValue 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