AMERICAN STATES WATER CO (AWR) — Institutional Holders, Q2 2026
410 institutional investment managers reported a AWR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AWR 13F holders ranked 1–100 of 410
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 7,294,548 sh | 7,294,548 | $602.7M | <0.01% | +6.3% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 3,524,229 sh | 3,524,229 | $291.2M | 0.01% | +13.5% |
| 3 | Neuberger Berman Group#3 · 2,557,960 sh | 2,557,960 | $211.4M | 0.14% | +1.2% |
| 4 | STATE STREET#4 · 2,243,634 sh | 2,243,634 | $185.4M | <0.01% | +8.7% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 1,789,593 sh | 1,789,593 | $147.9M | <0.01% | +1.9% |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 1,001,087 sh | 1,001,087 | $82.7M | <0.01% | +7.1% |
| 7 | AQR CAPITAL MANAGEMENT#7 · 919,629 sh | 919,629 | $76.0M | 0.03% | +94.2% |
| 8 | MORGAN STANLEY#8 · 904,551 sh | 904,551 | $74.7M | <0.01% | -30.5% |
| 9 | FIRST ADVISORS#9 · 778,435 sh | 778,435 | $64.3M | 0.04% | -6.9% |
| 10 | DIMENSIONAL FUND ADVISORS#10 · 749,299 sh | 749,299 | $61.9M | 0.01% | +1.1% |
| 11 | Invesco Ltd.#11 · 619,310 sh | 619,310 | $51.2M | <0.01% | -3.1% |
| 12 | NORTHERN#12 · 482,466 sh | 482,466 | $39.9M | <0.01% | +9.3% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT#13 · 478,996 sh | 478,996 | $39.6M | <0.01% | +3.7% |
| 14 | BNP Paribas Asset Management Holding S.A.#14 · 470,985 sh | 470,985 | $38.9M | 0.04% | -0.6% |
| 15 | Bank of New York Mellon#15 · 342,941 sh | 342,941 | $28.3M | <0.01% | +4.2% |
| 16 | TWO SIGMA INVESTMENTS#16 · 287,237 sh | 287,237 | $23.7M | 0.02% | +211.7% |
| 17 | VANGUARD FIDUCIARY#17 · 275,392 sh | 275,392 | $22.8M | <0.01% | +5.1% |
| 18 | Nuveen#18 · 268,766 sh | 268,766 | $22.2M | <0.01% | +121.5% |
| 19 | JPMORGAN CHASE#19 · 257,020 sh | 257,020 | $21.4M | <0.01% | +3.8% |
| 20 | VICTORY CAPITAL MANAGEMENT#20 · 252,207 sh | 252,207 | $20.8M | 0.01% | +3.6% |
| 21 | GOLDMAN SACHS GROUP#21 · 238,467 sh | 238,467 | $19.7M | <0.01% | +1.0% |
| 22 | Legal & General Group Plc#22 · 228,364 sh | 228,364 | $18.9M | <0.01% | +0.4% |
| 23 | PRINCIPAL FINANCIAL GROUP#23 · 190,996 sh | 190,996 | $15.8M | <0.01% | +1.1% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#24 · 186,116 sh | 186,116 | $15.4M | <0.01% | +80.7% |
| 25 | KENNEDY CAPITAL MANAGEMENT#25 · 181,346 sh | 181,346 | $15.0M | 0.27% | -2.8% |
| 26 | Perpetual Ltd#26 · 160,353 sh | 160,353 | $13.2M | — | +5.2% |
| 27 | BANK OF AMERICA#27 · 155,842 sh | 155,842 | $12.9M | <0.01% | +2.1% |
| 28 | UBS Group AG#28 · 151,438 sh | 151,438 | $12.5M | <0.01% | +26.9% |
| 29 | Zurcher Kantonalbank (Zurich Cantonalbank)#29 · 148,270 sh | 148,270 | $12.3M | 0.02% | -16.8% |
| 30 | PUBLIC SECTOR PENSION INVESTMENT BOARD#30 · 134,687 sh | 134,687 | $11.1M | 0.03% | -2.7% |
| 31 | MILLENNIUM MANAGEMENT#31 · 126,404 sh | 126,404 | $10.4M | <0.01% | -38.9% |
| 32 | Leith Wheeler Investment Counsel Ltd.#32 · 125,110 sh | 125,110 | $10.3M | 0.79% | -0.9% |
| 33 | HRT FINANCIAL#33 · 124,803 sh | 124,803 | $10.3M | 0.03% | -12.0% |
| 34 | D. E. Shaw#34 · 111,732 sh | 111,732 | $9.2M | <0.01% | +6.8% |
| 35 | RHUMBLINE ADVISERS#35 · 108,963 sh | 108,963 | $9.0M | <0.01% | -8.7% |
| 36 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#36 · 107,311 sh | 107,311 | $8.9M | <0.01% | -4.9% |
| 37 | IEQ CAPITAL#37 · 101,674 sh | 101,674 | $8.4M | 0.04% | +69.2% |
| 38 | ProShare Advisors#38 · 96,924 sh | 96,924 | $8.0M | 0.01% | +4.6% |
| 39 | D.A. DAVIDSON#39 · 91,939 sh | 91,939 | $7.6M | 0.04% | -7.3% |
| 40 | GREAT WEST LIFE ASSURANCE#40 · 87,753 sh | 87,753 | $7.2M | 0.01% | +15.7% |
| 41 | AMERIPRISE FINANCIAL#41 · 86,353 sh | 86,353 | $7.1M | <0.01% | -19.7% |
| 42 | DEAN INVESTMENT ASSOCIATES#42 · 84,780 sh | 84,780 | $7.0M | 0.92% | +27.3% |
| 43 | Meiji Yasuda Asset Management Ltd.#43 · 78,809 sh | 78,809 | $6.5M | 0.29% | -10.7% |
| 44 | Swiss National Bank#44 · 78,400 sh | 78,400 | $6.5M | <0.01% | +2.5% |
| 45 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#45 · 77,366 sh | 77,366 | $6.4M | 0.03% | -1.5% |
| 46 | AMERICAN CENTURY COMPANIES#46 · 76,619 sh | 76,619 | $6.3M | <0.01% | +101.7% |
| 47 | KBC Group NV#47 · 71,186 sh | 71,186 | $5.9M | — | -1.2% |
| 48 | DEUTSCHE BANK AG\#48 · 70,001 sh | 70,001 | $5.8M | <0.01% | -31.4% |
| 49 | WELLS FARGO & COMPANY#49 · 69,290 sh | 69,290 | $5.7M | <0.01% | +47.8% |
| 50 | Cornerstone Wealth Management#50 · 66,904 sh | 66,904 | $5.5M | 0.24% | +2.7% |
| 51 | THRIVENT FINANCIAL FOR LUTHERANS#51 · 66,526 sh | 66,526 | $5.5M | <0.01% | +35.2% |
| 52 | MARTINGALE ASSET MANAGEMENT L P#52 · 66,475 sh | 66,475 | $5.5M | 0.13% | +8.7% |
| 53 | Mariner#53 · 66,131 sh | 66,131 | $5.5M | <0.01% | +10.5% |
| 54 | PRICE T ROWE ASSOCIATES#54 · 65,028 sh | 65,028 | $5.4M | <0.01% | +17.6% |
| 55 | Dean Capital Management#55 · 61,578 sh | 61,578 | $5.1M | 1.84% | +31.9% |
| 56 | RAYMOND JAMES FINANCIAL#56 · 59,953 sh | 59,953 | $5.0M | <0.01% | +19.2% |
| 57 | LPL Financial#57 · 56,489 sh | 56,489 | $4.7M | <0.01% | +77.9% |
| 58 | FRANKLIN RESOURCES#58 · 56,063 sh | 56,063 | $4.6M | <0.01% | +1.1% |
| 59 | Quantinno Capital Management#59 · 54,459 sh | 54,459 | $4.5M | <0.01% | +17.6% |
| 60 | Cetera Investment Advisers#60 · 54,026 sh | 54,026 | $4.5M | <0.01% | -4.6% |
| 61 | Allianz Asset Management GmbH#61 · 58,643 sh | 58,643 | $4.4M | <0.01% | 0.0% |
| 62 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#62 · 51,413 sh | 51,413 | $4.2M | — | -15.5% |
| 63 | DUFF & PHELPS INVESTMENT MANAGEMENT#63 · 49,571 sh | 49,571 | $4.1M | 0.04% | -3.6% |
| 64 | MARSHALL WACE, LLP#64 · 49,079 sh | 49,079 | $4.1M | <0.01% | -34.7% |
| 65 | GABELLI FUNDS#65 · 47,000 sh | 47,000 | $3.9M | 0.02% | +3.3% |
| 66 | TD ASSET MANAGEMENT#66 · 46,400 sh | 46,400 | $3.8M | <0.01% | +0.9% |
| 67 | PRUDENTIAL FINANCIAL#67 · 44,984 sh | 44,984 | $3.7M | <0.01% | +2.7% |
| 68 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#68 · 44,913 sh | 44,913 | $3.7M | <0.01% | +172.7% |
| 69 | ALLIANCEBERNSTEIN L.P.#69 · 48,620 sh | 48,620 | $3.7M | <0.01% | +15.2% |
| 70 | Cerity Partners#70 · 44,351 sh | 44,351 | $3.7M | <0.01% | +50.7% |
| 71 | CITIGROUP#71 · 44,294 sh | 44,294 | $3.7M | <0.01% | +466.6% |
| 72 | BARCLAYS PLC#72 · 44,251 sh | 44,251 | $3.7M | <0.01% | -12.1% |
| 73 | Creative Planning#73 · 44,239 sh | 44,239 | $3.7M | <0.01% | +61.2% |
| 74 | BESSEMER GROUP#74 · 43,361 sh | 43,361 | $3.6M | <0.01% | 0.0% |
| 75 | Maryland State Retirement & Pension System#75 · 42,460 sh | 42,460 | $3.5M | 0.06% | +5.7% |
| 76 | STOREBRAND ASSET MANAGEMENT AS#76 · 39,027 sh | 39,027 | $3.2M | <0.01% | +61.3% |
| 77 | BNP PARIBAS FINANCIAL MARKETS#77 · 37,910 sh | 37,910 | $3.1M | <0.01% | +124.9% |
| 78 | Magellan Asset Management Ltd#78 · 36,743 sh | 36,743 | $3.0M | 0.07% | 0.0% |
| 79 | Corient Private Wealth#79 · 36,575 sh | 36,575 | $3.0M | <0.01% | +24.4% |
| 80 | SkyOak Wealth#80 · 36,258 sh | 36,258 | $3.0M | 0.49% | -1.0% |
| 81 | MERCER GLOBAL ADVISORS#81 · 35,011 sh | 35,011 | $2.9M | <0.01% | +79.0% |
| 82 | EXCHANGE TRADED CONCEPTS#82 · 34,410 sh | 34,410 | $2.8M | 0.01% | +3.1% |
| 83 | WEALTH ENHANCEMENT ADVISORY SERVICES#83 · 37,918 sh | 37,918 | $2.8M | — | +65.1% |
| 84 | SG Americas Securities#84 · 34,045 sh | 34,045 | $2.8M | <0.01% | -18.6% |
| 85 | VANGUARD ASSET MANAGEMENT, Ltd#85 · 33,433 sh | 33,433 | $2.8M | <0.01% | +14.5% |
| 86 | ROYCE & ASSOCIATES#86 · 32,654 sh | 32,654 | $2.7M | 0.02% | +644.3% |
| 87 | Legato Capital Management#87 · 32,111 sh | 32,111 | $2.7M | 0.22% | +31.9% |
| 88 | Russell Investments Group, Ltd.#88 · 31,843 sh | 31,843 | $2.6M | <0.01% | +27.1% |
| 89 | Bridgewater Associates#89 · 30,311 sh | 30,311 | $2.5M | 0.01% | -0.1% |
| 90 | CITADEL ADVISORS#90 · 30,220 sh | 30,220 | $2.5M | <0.01% | -28.7% |
| 91 | MIRAE ASSET GLOBAL ETFS Ltd.#91 · 30,094 sh | 30,094 | $2.5M | <0.01% | -1.5% |
| 92 | Vanguard Investments Australia, Ltd.#92 · 29,801 sh | 29,801 | $2.5M | <0.01% | +3.3% |
| 93 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#93 · 29,236 sh | 29,236 | $2.4M | — | -8.6% |
| 94 | CoreCommodity Management#94 · 28,177 sh | 28,177 | $2.3M | 0.46% | New |
| 95 | Ilex Capital Partners (UK) LLP#95 · 28,118 sh | 28,118 | $2.3M | 0.05% | New |
| 96 | Holocene Advisors#96 · 27,619 sh | 27,619 | $2.3M | <0.01% | -2.9% |
| 97 | Assenagon Asset Management S.A.#97 · 27,137 sh | 27,137 | $2.2M | — | -18.8% |
| 98 | ALGERT GLOBAL#98 · 26,870 sh | 26,870 | $2.2M | 0.03% | -31.5% |
| 99 | Advisors Asset Management#99 · 26,316 sh | 26,316 | $2.2M | 0.03% | +9.4% |
| 100 | MACQUARIE GROUP LTD#100 · 25,352 sh | 25,352 | $2.1M | <0.01% | +72.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.