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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

357 managers (362 13F filers) reported a position in AWR shares at 2025-12-31, 31,620,896 shares in all. 33 filers opened a position and 42 filers sold out during the quarter.

Managers
357
13F filers
362
New
33
Added
142
Reduced
116
Sold out
42
Shares held by filers
31,620,896

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RITHOLTZ WEALTH MANAGEMENT4,443$322K0.01%+10613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,437$322K0.01%new13F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…4,425$321K<0.01%+11113F-HRTimelineGroup
Pallas Capital Advisors LLC4,349$315K0.01%+43113F-HRTimeline
ELCO Management Co., LLC4,330$314K0.2%-25013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,280$310K0.02%013F-HRTimeline
SummitTX Capital, L.P.4,268$309K0.01%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,244$308K<0.01%-22413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,076$295K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,049$293K<0.01%-68913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…4,046$293K<0.01%new13F-HRTimelineGroup
CHOREO, LLC3,933$288K<0.01%+37413F-HRTimeline
Pathway Financial Advisers, LLC3,831$278K0.08%+2513F-HRTimeline
Crossmark Global Holdings, Inc.3,645$264K<0.01%013F-HRTimeline
INGALLS & SNYDER LLC3,645$264K0.01%013F-HRTimeline
Ballentine Partners, LLC3,515$255K<0.01%-6513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,500$254K0.07%013F-HRTimeline
Blankinship & Foster, LLC3,463$251K0.05%+113F-HRTimeline
Smartleaf Asset Management LLC3,412$249K0.01%+68313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,426$248K0.01%-96413F-HRTimeline
Freestone Grove Partners LP3,392$246K<0.01%-6,46313F-HRTimeline
Wealthfront Advisers LLC3,339$242K<0.01%+15013F-HRTimeline
BLAIR WILLIAM & CO/IL3,322$241K<0.01%+1813F-HRTimeline
PharVision Advisers, LLC3,300$239K0.12%-2,54713F-HRTimeline
Ensign Peak Advisors, Inc3,268$237K<0.01%-2,75013F-HR/ATimeline
MGB Wealth Management, LLC3,235$234K0.07%+113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,234$234K0.01%013F-HRTimelineGroup
Stonebridge Capital Advisors LLC3,200$232K0.02%013F-HRTimeline
MGO ONE SEVEN LLC3,152$228K<0.01%+8013F-HRTimeline
Redmond Asset Management, LLC3,150$228K0.06%-30013F-HRTimeline
GAMMA Investing LLC3,149$228K0.01%+1,40713F-HRTimeline
Allworth Financial LP3,110$225K<0.01%+1,46413F-HRTimeline
COZAD ASSET MANAGEMENT INC3,110$225K0.02%-24,23413F-HRTimeline
XPONANCE LLC3,056$221K<0.01%+3113F-HRTimeline
Parallel Advisors, LLC3,033$220K<0.01%+16113F-HRTimeline
Amplius Wealth Advisors, LLC3,000$217K0.02%013F-HRTimeline
SlateStone Wealth, LLC3,000$217K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,984$216K<0.01%-2,43413F-HRTimelineGroup
Vision Capital Management, Inc.2,921$212K0.03%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,915$211K0.02%-4,31913F-HRTimeline
Entropy Technologies, LP2,855$207K0.01%-6,20613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,814$204K<0.01%+1,43513F-HRTimelineGroup
PROFUND ADVISORS LLC2,787$202K0.01%new13F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA2,780$201K0.05%013F-HRTimeline
WFA of San Diego, LLC2,411$175K0.13%-86113F-HRTimeline
Coston, McIsaac & Partners2,393$173K0.04%+913F-HRTimeline
SBI Securities Co., Ltd.2,350$170K<0.01%+12413F-HRTimeline
Front Row Advisors LLC2,000$145K0.05%013F-HRTimeline
ADIRONDACK TRUST CO2,000$145K0.05%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,687$122K<0.01%+10713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,537$111K<0.01%013F-HRTimelineGroup
Caitlin John, LLC1,535$111K0.07%new13F-HRTimeline
Asset Planning,Inc1,450$105K0.07%013F-HRTimeline
Global Retirement Partners, LLC1,348$97.7K<0.01%+2213F-HRTimeline
Covestor Ltd1,320$96K0.05%+62113F-HRTimeline
TRUST CO OF VERMONT1,300$94.2K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,250$90.6K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…1,212$87.8K0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,190$86.3K<0.01%+4213F-HR/ATimelineGroup
KBC Group NVin group KBC Group NV1,130$82K<0.01%013F-HRTimelineGroup
Essential Partners LLC1,122$81.3K0.03%-7213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,108$80.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,067$77K<0.01%-6313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NISA INVESTMENT ADVISORS, LLC1,033$74.9K<0.01%-11213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,032$74.8K<0.01%-42213F-HRTimelineGroup
Glen Eagle Advisors, LLC965$69.9K0.01%-27113F-HRTimeline
Sterling Capital Management LLC942$68.3K<0.01%-4513F-HRTimeline
AdvisorNet Financial, Inc936$67.9K<0.01%+113F-HRTimeline
BOKF, NAin group BOKF, NA917$66.5K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.840$60.9K0.03%+613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.832$60.3K<0.01%+5313F-HRTimelineGroup
AMERIFLEX GROUP, INC.809$58.7K0.03%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…804$58.3K0.02%013F-HRTimeline
Plato Investment Management Ltd624$45.4K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC624$45.3K<0.01%+413F-HRTimeline
Motiv8 Investments LLC625$45K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV618$44.8K<0.01%-80113F-HRTimeline
WHITTIER TRUST CO611$44.3K<0.01%013F-HRTimeline
DANSKE BANK A/S600$43.5K<0.01%-12,17613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.549$39.8K<0.01%-1013F-HRTimelineGroup
IFP Advisors, Inc549$39.8K<0.01%+29213F-HRTimeline
MAI Capital Management543$39.4K<0.01%+53913F-HRTimeline
Aster Capital Management (DIFC) Ltd499$36.2K0.02%-4113F-HRTimeline
Steward Partners Investment Advisory, L…430$31.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc421$30.5K<0.01%+713F-HRTimeline
State of Wyoming409$29.6K<0.01%+6313F-HRTimeline
SIGNATUREFD, LLC397$28.8K<0.01%-6013F-HRTimeline
Caitong International Asset Management …393$28.5K0.01%+11713F-HR/ATimeline
Golden State Wealth Management, LLC393$28.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.366$26.5K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC362$26.2K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC346$25.1K0.01%13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…309$22.3K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC309$22.1K<0.01%+3613F-HRTimeline
Quarry LP278$20.1K<0.01%-72113F-HRTimeline
True Wealth Design, LLC271$19.6K0.01%+16413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…259$18.8K<0.01%+6713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.259$18.8K<0.01%+913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK236$17.1K<0.01%-70513F-HRTimelineGroup
Root Financial Partners, LLC234$17K<0.01%+1013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC220$15.7K<0.01%new13F-HRTimeline
Arax Advisory Partners208$15.1K<0.01%-19,39513F-HRTimeline
UMB Bank, n.a.203$14.7K<0.01%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pflug Koory, LLC201$14.6K0.01%-17013F-HRTimeline
BAYBAN200$14.5K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC193$14K<0.01%+11413F-HRTimeline
Parkside Financial Bank & Trust182$13.2K<0.01%+1413F-HRTimeline
SageView Advisory Group, LLC175$12.7K<0.01%new13F-HRTimeline
Leonteq Securities AG160$11.6K<0.01%+5613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.145$11K<0.01%-213F-HRTimeline
SWAN Capital LLC150$10.9K<0.01%013F-HRTimeline
Quent Capital, LLC140$10.1K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB113$8.19K<0.01%-613F-HRTimeline
Redwood Park Advisors LLC112$8.13K0.01%+113F-HRTimeline
Sound Income Strategies, LLC96$7.26K<0.01%+7613F-HRTimeline
Wilmington Savings Fund Society, FSB100$7.25K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$7.25K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers88$6.38K<0.01%-22213F-HRTimelineGroup
High Note Wealth, LLC88$6.38K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …84$6.1K<0.01%13F-HRTimeline
Torren Management, LLC72$5.24K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC70$5.07K<0.01%-1,72213F-HRTimelineGroup
Bare Financial Services, Inc52$3.77K<0.01%-4913F-HRTimeline
TD Waterhouse Canada Inc.50$3.62K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.39$2.83K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC38$2.75K<0.01%013F-HRTimeline
Manchester Capital Management LLC31$2.25K<0.01%-8,04313F-HRTimeline
JFS WEALTH ADVISORS, LLC31$2.25K<0.01%+1213F-HRTimeline
LRI Investments, LLC31$2.24K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.30$2.17K<0.01%-513F-HRTimeline
Bell Investment Advisors, Inc28$2.03K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC31$2K<0.01%013F-HRTimeline
Trust Co25$1.81K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC22$1.56K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.21$1.52K<0.01%+1913F-HRTimeline
Godfrey Financial Associates, Inc.19$1.38K<0.01%13F-HRTimeline
Cornerstone Financial Management LLC19$1.38K<0.01%13F-HR/ATimeline
Fortitude Family Office, LLC17$1.23K<0.01%-3113F-HRTimeline
Sankala Group LLC15$1.12K<0.01%13F-HRTimeline
Clearstead Advisors, LLC15$1.09K<0.01%-63513F-HRTimeline
Larson Financial Group LLC14$1.01K<0.01%+413F-HRTimeline
Private Wealth Management Group, LLC14$1.01K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC14$1.01K<0.01%+1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13$942<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.11$798<0.01%-613F-HRTimeline
FIRST HORIZON CORP6$435<0.01%-313F-HRTimeline
DiNuzzo Private Wealth, Inc.6$435<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5$363<0.01%13F-HRTimeline
Ankerstar Wealth, LLC4$290<0.01%13F-HRTimeline
Abound Wealth Management3$218<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$218<0.01%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$217<0.01%new13F-HR/ATimelineGroup
Bay Harbor Wealth Management, LLC3$217<0.01%+213F-HRTimeline
Hughes Financial Services, LLC2$145<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$145<0.01%013F-HRTimeline
Dunhill Financial, LLC1$61<0.01%new13F-HRTimeline
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