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Disclosery

AWR AMER STATES WTR CO

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Stock (common), issuer CIK 1056903

339 managers (347 13F filers) reported a position in AWR shares at 2024-12-31, 29,935,087 shares in all. 26 filers opened a position and 35 filers sold out during the quarter.

Managers
339
13F filers
347
New
26
Added
114
Reduced
117
Sold out
35
Shares held by filers
29,935,087

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.7,035,658$547M0.01%+395,95513F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding4,835,371$376M+33,311Timeline
STATE STREET CORPin group STATE STREET CORP2,222,199$173M0.01%+134,94413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,234,434$95.9M0.08%+382,65713F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,118,566$86.9M0.09%+264,25713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,014,141$78.8M0.07%-8,34313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC855,055$66.5M0.01%+4,17713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP826,649$64.2M0.02%-4,00913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.609,797$47.4M0.01%+32,93813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP603,758$46.9M0.01%+76,30013F-HRTimelineGroup
NORGES BANK582,270$45.3M0.01%+116,73913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY555,240$43.2M<0.01%-219,06813F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding484,499$37.7M+102,469Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co434,438$33.8M0.01%+15,75013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp409,506$31.8M0.01%-15,65313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc363,100$28.2M0.01%-2,28313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350,616$27.2M<0.01%+82,95113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC329,740$25.6M0.02%+45,70813F-HRTimelineGroup
Robeco Schweiz AGin group Robeco Institutional Asset Ma…282,099$21.9M0.47%-57,85113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding272,676$21.2M+63,523Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC259,287$20.2M<0.01%+87,58713F-HRTimelineGroup
Amundiin group Amundi251,118$18.3M0.01%+18,34413F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …234,811$18.2M0.05%+76,51913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\209,529$16.3M0.01%-5,51713F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC183,914$14.3M0.01%-12,66913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/137,915$10.7M<0.01%-1,62613F-HRTimelineGroup
TIAAgroup of 2 filers holding123,476$9.6M-42,539Timeline
RHUMBLINE ADVISERS118,084$9.18M0.01%-12,35813F-HR/ATimeline
ProShare Advisors LLC108,850$8.46M0.02%+10,63613F-HRTimeline
Perpetual Ltdin group Perpetual Ltd107,353$8.34M0.1%+8,27813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …101,222$7.75M0.01%+77,79213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC99,498$7.73M<0.01%-6,32713F-HRTimelineGroup
D.A. DAVIDSON & CO.97,365$7.57M0.06%+66213F-HRTimeline
Public Sector Pension Investment Board94,189$7.32M0.03%+14,71813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC85,782$6.67M<0.01%+7,07613F-HR/ATimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC85,103$6.61M0.15%-63913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co84,377$6.56M0.01%-25413F-HRTimelineGroup
Man Group plcin group Man Group plc75,322$5.85M0.02%-17,29913F-HRTimelineGroup
Trexquant Investment LP74,262$5.77M0.07%+34,56313F-HRTimeline
Swiss National Bank73,600$5.72M<0.01%+90013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,890$5.59M0.01%-5,22113F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…70,289$5.46M0.03%-3213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,343$5.23M<0.01%13F-HR/ATimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…63,688$4.95M0.01%-61613F-HRTimeline
EULAV Asset Management59,900$4.66M0.11%013F-HRTimeline
TD Asset Management Inc55,700$4.33M<0.01%-8,10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,492$4.31M<0.01%+6,18413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC51,846$4.03M<0.01%-3,03813F-HRTimelineGroup
Buck Wealth Strategies, LLC50,901$3.96M0.82%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,370$3.76M<0.01%-16313F-HRTimelineGroup
Cornerstone Wealth Management, LLC47,424$3.69M0.25%+44913F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)45,000$3.5M0.03%013F-HRTimelineGroup
Asset Management One Co., Ltd.43,891$3.42M0.01%-3,59113F-HRTimeline
Maryland State Retirement & Pension Sys…43,907$3.41M0.07%-33813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,693$3.4M<0.01%+9313F-HRTimeline
ALLIANCEBERNSTEIN L.P.42,883$3.33M<0.01%+4213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC42,439$3.3M<0.01%-1,05713F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC39,557$3.07M0.1%-52013F-HRTimeline
SkyOak Wealth, LLC38,447$2.99M0.64%-66413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/37,746$2.93M<0.01%+2,68913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE35,363$2.75M<0.01%-7,11213F-HRTimelineGroup
Van Hulzen Asset Management, LLC35,218$2.74M0.2%-7,01113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…35,015$2.72M<0.01%-20713F-HR/ATimeline
HRT FINANCIAL LP33,609$2.61M0.01%-28,95413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…32,547$2.53M<0.01%+3,13213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…32,491$2.53M<0.01%-2,47913F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS28,837$2.24M0.01%+1,12113F-HRTimeline
LPL Financial LLC28,469$2.21M<0.01%+2,88713F-HRTimeline
Magellan Asset Management Ltdin group Magellan Asset Management Ltd27,954$2.17M0.02%+37013F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P27,420$2.13M0.05%-66013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management26,454$2.06M<0.01%-18,23113F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC26,010$2.02M0.19%-64213F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCgroup of 2 filers holding24,686$1.92M-81,182Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…24,641$1.92M0.01%+11013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD24,597$1.91M<0.01%-94013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…23,312$1.81M<0.01%+78613F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson23,262$1.81M<0.01%+1,58013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,581$1.76M<0.01%+1,25413F-HRTimelineGroup
Ensign Peak Advisors, Inc22,568$1.75M<0.01%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…22,391$1.74M0.01%+92713F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO22,305$1.73M0.02%-20,31313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC21,899$1.7M0.03%-3713F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)21,480$1.68M0.01%new13F-HRTimeline
State of Alaska, Department of Revenue21,481$1.67M0.02%+10613F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding21,064$1.64M-31,266Timeline
Illinois Municipal Retirement Fund20,359$1.58M0.02%+1,12913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,176$1.57M<0.01%-1,59113F-HRTimelineGroup
Private Advisor Group, LLC19,922$1.55M0.01%-2,40813F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.19,868$1.54M0.01%-1,53813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …19,843$1.54M<0.01%-57113F-HRTimelineGroup
Atom Investors LP19,799$1.54M0.19%-69,15013F-HRTimeline
HighTower Advisors, LLC19,694$1.53M<0.01%+11813F-HRTimeline
Louisiana State Employees Retirement Sy…18,300$1.42M0.03%+20013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,661$1.37M<0.01%+10,60213F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC17,268$1.34M0.01%+9,76213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding15,664$1.22M-6,506Timeline
QSV Equity Investors LLC15,134$1.18M1.13%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,046$1.17M<0.01%-5,17113F-HRTimelineGroup
Nebula Research & Development LLC15,038$1.17M0.14%-2,06213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD14,910$1.16M<0.01%-2,23513F-HRTimelineGroup
COMERICA BANK14,829$1.15M<0.01%-21913F-HR/ATimeline
Engineers Gate Manager LP14,727$1.14M0.02%-13,94913F-HRTimeline
SG Americas Securities, LLC14,346$1.11M<0.01%+12,87513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC14,322$1.11M0.01%-21613F-HRTimeline
Cetera Investment Advisers14,089$1.09M<0.01%-51913F-HRTimeline
Handelsbanken Fonder AB13,687$1.06M<0.01%+1,01113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.13,537$1.05M0.09%013F-HRTimeline
Creative Planningin group Creative Planning13,072$1.02M<0.01%+1,80413F-HRTimelineGroup
Holocene Advisors, LP12,843$998K<0.01%-12,26413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV12,765$992K0.22%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,656$984K<0.01%-9,51813F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC11,774$915K0.01%-36913F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC11,669$907K0.01%+1,74013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND11,613$903K<0.01%013F-HR/ATimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,614$902K0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP11,560$898K0.07%+5,60513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP11,077$861K<0.01%+83113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC11,078$861K<0.01%-88013F-HR/ATimelineGroup
AMALGAMATED BANK11,061$860K0.01%+1913F-HRTimeline
HCR Wealth Advisors10,994$855K0.11%-59113F-HRTimeline
Jacobi Capital Management LLC10,950$851K0.06%-5813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,945$851K<0.01%+1,67613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,871$845K0.01%+15113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,853$843K+677Timeline
BLACKHILL CAPITAL INC10,800$839K0.04%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,547$820K<0.01%new13F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…10,498$816K<0.01%013F-HRTimeline
Verition Fund Management LLC10,488$815K<0.01%+5,84413F-HRTimeline
Graham Capital Management, L.P.9,849$765K0.02%-13,83013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC9,748$758K0.2%-45,67413F-HR/ATimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC9,607$747K<0.01%-11,53113F-HRTimeline
Quantbot Technologies LP9,589$745K0.03%+4,38513F-HRTimeline
State of Tennessee, Department of Treas…9,083$706K<0.01%-39713F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND8,912$693K0.01%+10013F-HRTimeline
First Pacific Financial8,878$690K0.16%+9513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,750$680K<0.01%+3013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8,663$673K0.05%-16513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,262$642K<0.01%-18,07613F-HRTimelineGroup
KLP KAPITALFORVALTNING AS8,200$637K<0.01%13F-HRTimeline
Manchester Capital Management LLC8,074$628K0.07%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,050$626K<0.01%-22313F-HRTimelineGroup
Police & Firemen's Retirement System of…7,937$617K0.01%13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding7,865$611K+3,437Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,715$600K0.15%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,548$595K<0.01%-37813F-HRTimelineGroup
FMR LLCin group FMR LLC7,633$593K<0.01%-65,08213F-HRTimelineGroup
Advisors Asset Management, Inc.7,586$590K0.01%+1,15113F-HR/ATimeline
Cambridge Investment Research Advisors,…7,435$578K<0.01%+36113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,402$575K0.02%+1013F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd7,378$573K0.43%new13F-HRTimelineGroup
NorthRock Partners, LLC7,314$568K0.02%-8413F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.7,248$563K<0.01%+4,76913F-HRTimeline
King Wealth Management Group7,000$544K0.08%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,858$533K<0.01%-7,97213F-HR/ATimelineGroup
Fruth Investment Management6,800$528K0.15%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,792$528K<0.01%+39013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…6,688$520K<0.01%013F-HRTimelineGroup
Gotham Asset Management, LLC6,681$519K<0.01%-1,11113F-HRTimeline
Cullen Capital Management, LLC6,630$515K0.01%-2,03213F-HRTimeline
Mariner, LLCin group Mariner, LLC6,553$509K<0.01%+2613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,367$495K<0.01%new13F-HRTimelineGroup
Legato Capital Management LLC6,250$486K0.06%-19,27513F-HRTimeline
KBC Group NVin group KBC Group NV6,188$481K<0.01%+4,95213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,069$471K<0.01%+53213F-HRTimelineGroup
New Age Alpha Advisors, LLC5,970$464K0.02%new13F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth5,854$455K<0.01%+1,65313F-HR/ATimelineGroup
Peoples Bank/KS5,821$452K0.31%-1013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…5,725$445K<0.01%+9113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,689$442K<0.01%-35113F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,673$441K<0.01%+10213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,670$441K<0.01%+26813F-HRTimeline
Kennondale Capital Management LLC5,540$431K0.47%13F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,445$423K<0.01%+41213F-HRTimeline
Aigen Investment Management, LP5,428$422K0.07%-31913F-HRTimeline
CIM, LLC5,405$420K0.06%+6213F-HRTimeline
Qube Research & Technologies Ltd5,373$418K<0.01%-89,49713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,364$417K<0.01%+95713F-HR/ATimeline
PharVision Advisers, LLC5,337$415K0.35%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,324$414K0.01%-15013F-HRTimeline
Financial Advisors Network, Inc.5,284$411K0.07%13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC5,257$409K0.05%+20613F-HRTimelineGroup
ELCO Management Co., LLC5,038$392K0.21%-62013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,947$384K<0.01%+4913F-HRTimelineGroup
Janney Montgomery Scott LLC4,925$383K<0.01%+15013F-HRTimeline
IFM Investors Pty Ltd4,920$382K<0.01%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…4,803$373K0.29%013F-HRTimelineGroup
CHOREO, LLC4,597$359K0.01%+82213F-HRTimeline
AE Wealth Management LLC4,599$357K<0.01%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC4,468$347K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,471$347K<0.01%013F-HRTimeline
Blankinship & Foster, LLC4,452$346K0.09%013F-HRTimeline
Redmond Asset Management, LLC4,450$346K0.09%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,280$333K0.02%-1,61013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,076$317K0.01%-10013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,998$311K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,900$303K0.01%+20113F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…3,750$291K0.2%013F-HRTimeline
Pathway Financial Advisers, LLC3,735$290K0.1%+2113F-HRTimeline
Crossmark Global Holdings, Inc.3,675$286K0.01%-2113F-HRTimeline
INGALLS & SNYDER LLC3,645$283K0.01%-26413F-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