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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

365 managers (377 13F filers) reported a position in AWR shares at 2026-03-31, 31,725,033 shares in all. 45 filers opened a position and 28 filers sold out during the quarter.

Managers
365
13F filers
377
New
45
Added
133
Reduced
124
Sold out
28
Shares held by filers
31,725,033

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Balyasny Asset Management L.P.in group Balyasny Asset Management5,868$444K<0.01%-6,61813F-HRTimelineGroup
Rodgers Brothers Inc.5,850$442K0.05%new13F-HRTimeline
Freestone Grove Partners LP5,744$434K<0.01%+2,35213F-HRTimeline
Merit Financial Group, LLC5,740$434K<0.01%+2313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,333$403K0.01%+213F-HRTimeline
CIM, LLC5,247$397K0.06%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,147$389K0.01%-43713F-HR/ATimeline
BRIGHTON JONES LLC5,131$388K0.01%new13F-HR/ATimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…4,955$375K<0.01%+90913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,854$367K<0.01%+80513F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,803$363K0.17%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,516$342K0.01%+3,48413F-HRTimelineGroup
XPONANCE LLC4,513$341K<0.01%+1,45713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,471$338K<0.01%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…4,430$335K<0.01%+513F-HRTimelineGroup
ROYCE & ASSOCIATES LP4,387$332K<0.01%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,374$331K<0.01%+13013F-HRTimeline
Integrated Wealth Concepts LLC4,303$325K<0.01%new13F-HRTimeline
Vise Technologies, Inc.4,486$325K0.01%013F-HRTimeline
Waverly Advisors, LLC4,292$325K<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,186$317K0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP4,137$313K0.02%+1,22213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,076$308K0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,062$307K0.01%-38113F-HRTimeline
Pathway Financial Advisers, LLC3,856$292K0.08%+2513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,861$290K<0.01%+1,04713F-HRTimelineGroup
INGALLS & SNYDER LLC3,645$276K0.01%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,640$275K0.02%-64013F-HRTimeline
Crossmark Global Holdings, Inc.3,615$273K<0.01%-3013F-HRTimeline
CHOREO, LLC3,504$265K<0.01%-42913F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,500$265K0.07%013F-HRTimeline
Pallas Capital Advisors LLC3,475$263K0.01%-87413F-HRTimeline
Blankinship & Foster, LLC3,463$262K0.06%013F-HRTimeline
Parallel Advisors, LLC3,453$261K<0.01%+42013F-HR/ATimeline
BLAIR WILLIAM & CO/IL3,416$258K<0.01%+9413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,415$258K<0.01%-1,02213F-HRTimelineGroup
Wealthfront Advisers LLC3,330$252K<0.01%-913F-HRTimeline
Allworth Financial LP3,310$250K<0.01%+20013F-HRTimeline
Curi Capital, LLC3,250$246K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC3,237$245K<0.01%+8513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,234$245K0.01%013F-HRTimelineGroup
Stonebridge Capital Advisors LLC3,200$242K0.02%013F-HRTimeline
GAMMA Investing LLC3,174$240K0.01%+2513F-HRTimeline
Redmond Asset Management, LLC3,150$238K0.07%013F-HRTimeline
Krilogy Financial LLC3,146$238K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC3,081$233K0.01%new13F-HRTimeline
New Age Alpha Advisors, LLC3,032$229K0.01%-1,76113F-HRTimeline
SlateStone Wealth, LLC3,000$227K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC3,000$227K0.02%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,950$223K<0.01%-47613F-HRTimeline
Vision Capital Management, Inc.2,921$221K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,919$221K<0.01%-6513F-HRTimelineGroup
Modera Wealth Management, LLC2,895$219K<0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,797$212K<0.01%13F-HRTimelineGroup
IFM Investors Pty Ltd2,710$205K<0.01%new13F-HRTimeline
WFA of San Diego, LLC2,411$182K0.15%013F-HRTimeline
Coston, McIsaac & Partners2,401$181K0.04%+813F-HRTimeline
SBI Securities Co., Ltd.2,329$176K<0.01%-2113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,256$171K<0.01%+1,06613F-HRTimelineGroup
ADIRONDACK TRUST CO2,000$151K0.05%013F-HRTimeline
Front Row Advisors LLC2,000$151K0.05%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,662$126K<0.01%-2513F-HR/ATimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,588$120K<0.01%+48013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,537$116K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,471$113K<0.01%-1,94113F-HRTimeline
Asset Planning,Inc1,450$110K0.08%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,255$94.9K<0.01%+22213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,250$94.5K0.04%013F-HRTimeline
Advisory Services Network, LLC989$74.8K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC965$73K0.01%013F-HRTimeline
AdvisorNet Financial, Inc935$70.7K<0.01%-113F-HRTimeline
MAI Capital Management925$69.9K<0.01%+38213F-HRTimeline
Essential Partners LLC882$66.7K0.02%-24013F-HRTimeline
Aster Capital Management (DIFC) Ltd846$66.6K0.02%+34713F-HRTimeline
Clarity Asset Management, Inc.872$66K0.03%+3213F-HRTimeline
AMERIFLEX GROUP, INC.815$61.6K0.03%+613F-HRTimeline
Caitlin John, LLC721$54.5K0.03%-81413F-HRTimeline
Covestor Ltd688$52K0.04%-63213F-HRTimeline
HARBOUR INVESTMENTS, INC.659$49.8K<0.01%+40013F-HRTimeline
IFP Advisors, Inc640$48.4K<0.01%+9113F-HRTimeline
Anchor Investment Management, LLC628$47.5K<0.01%+413F-HRTimeline
Plato Investment Management Ltd624$47.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO611$46.9K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.613$46.4K<0.01%+24713F-HRTimeline
Sterling Capital Management LLC611$46.2K<0.01%-33113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…604$45.7K0.01%-20013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.549$41.5K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.536$41K<0.01%-53113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SALEM INVESTMENT COUNSELORS INC500$37.8K<0.01%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…430$32.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC414$31.3K<0.01%+1713F-HRTimeline
State of Wyoming408$30.9K<0.01%-113F-HRTimeline
Golden State Wealth Management, LLC380$28.7K<0.01%-1313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV368$27.8K<0.01%-25013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC362$27.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC351$26.5K<0.01%+15813F-HRTimeline
Basecamp Wealth Advisors LLC346$26.2K0.01%013F-HRTimeline
Arax Advisory Partners326$24.7K<0.01%+11813F-HRTimeline
Kemnay Advisory Services Inc.321$24.3K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…309$23.4K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC301$22.9K<0.01%+20513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC291$22K<0.01%new13F-HR/ATimelineGroup
UMB Bank, n.a.235$17.8K<0.01%+3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc234$17.7K<0.01%-18713F-HRTimeline
True Wealth Design, LLC229$17.3K<0.01%-4213F-HRTimeline
Salomon & Ludwin, LLC219$17K<0.01%-9013F-HRTimeline
Pflug Koory, LLC201$15.2K0.01%013F-HRTimeline
DANSKE BANK A/S200$15.1K<0.01%-40013F-HRTimeline
BAYBAN200$15.1K0.01%013F-HRTimeline
Wall Street Financial Group, Inc.161$12.2K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust156$11.8K<0.01%-2613F-HRTimeline
Leonteq Securities AG155$11.7K<0.01%-513F-HRTimeline
SWAN Capital LLC150$11.3K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC142$10.7K<0.01%new13F-HRTimeline
Quent Capital, LLC140$10.6K<0.01%013F-HRTimeline
Redwood Park Advisors LLC113$8.54K0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB100$7.56K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.100$7.56K<0.01%013F-HRTimeline
Quarry LP99$7.49K<0.01%-17913F-HRTimeline
NATIXISin group Natixis Investment Managers85$6.43K<0.01%-313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB77$5.82K<0.01%-3613F-HRTimeline
High Note Wealth, LLC71$5.37K<0.01%-1713F-HRTimeline
Root Financial Partners, LLC70$5.29K<0.01%-16413F-HRTimeline
SJS Investment Consulting Inc.59$4.46K<0.01%+3813F-HRTimeline
TD Waterhouse Canada Inc.50$3.81K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…47$3.55K<0.01%-1,16513F-HRTimeline
CVA Family Office, LLC40$3.02K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.39$2.95K<0.01%013F-HRTimeline
NewEdge Advisors, LLC38$2.87K<0.01%013F-HR/ATimeline
Truvestments Capital LLC38$2.87K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK36$2.72K<0.01%-20013F-HRTimelineGroup
JPL Wealth Management, LLC36$2.72K<0.01%new13F-HR/ATimeline
LRI Investments, LLC31$2.34K<0.01%013F-HRTimeline
Fortitude Family Office, LLC29$2.19K<0.01%+1213F-HRTimeline
Trust Co25$1.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.24$1.81K<0.01%-613F-HRTimeline
Cornerstone Planning Group LLC23$1.68K<0.01%+913F-HRTimeline
Fourth Dimension Wealth, LLC22$1.64K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19$1.44K<0.01%-5113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC19$1.44K<0.01%-1213F-HRTimeline
Wealth Preservation Advisors, LLC19$1.44K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.19$1.44K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC19$1.44K<0.01%013F-HR/ATimeline
Bare Financial Services, Inc18$1.36K<0.01%-3413F-HRTimeline
Sankala Group LLC15$1.13K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC14$1.06K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC10$757<0.01%new13F-HRTimeline
Kilter Group LLC10$757<0.01%new13F-HRTimeline
Larson Financial Group LLC10$756<0.01%-413F-HRTimeline
Physician Wealth Advisors, Inc.8$605<0.01%-313F-HRTimeline
Bell Investment Advisors, Inc7$530<0.01%-2113F-HRTimeline
FIRST HORIZON CORP6$454<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$454<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC6$453<0.01%+313F-HRTimeline
Manchester Capital Management LLC5$379<0.01%-2613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5$379<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4$302<0.01%+113F-HRTimelineGroup
Ankerstar Wealth, LLC4$302<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.3$227<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$227<0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC2$152<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$151<0.01%new13F-HRTimelineGroup
HFM Investment Advisors, LLC2$151<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$76<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$76<0.01%-213F-HRTimeline

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