AMERICAN STATES WATER CO (AWR) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 410
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | JONES FINANCIAL COMPANIES LLLP#201 · 6,102 sh | 6,102 | $503.9K | <0.01% | +58.0% |
| 202 | Financial Advisors Network#202 · 6,006 sh | 6,006 | $496.3K | 0.06% | 0.0% |
| 203 | SIMPLEX TRADING#203 · 5,981 sh | 5,981 | $494.2K | <0.01% | +94.1% |
| 204 | CANADA PENSION PLAN INVESTMENT BOARD#204 · 5,900 sh | 5,900 | $487.5K | <0.01% | 0.0% |
| 205 | Waverly Advisors#205 · 5,844 sh | 5,844 | $482.9K | <0.01% | +36.2% |
| 206 | Janney Montgomery Scott#206 · 5,784 sh | 5,784 | $478.0K | <0.01% | -1.6% |
| 207 | JACOBS LEVY EQUITY MANAGEMENT#207 · 5,775 sh | 5,775 | $477.2K | <0.01% | -89.7% |
| 208 | NORDEA INVESTMENT MANAGEMENT AB#208 · 5,676 sh | 5,676 | $469.2K | <0.01% | New |
| 209 | VIRTUS ADVISERS#209 · 5,457 sh | 5,457 | $450.9K | 0.17% | +13.6% |
| 210 | Integrated Wealth Concepts#210 · 5,429 sh | 5,429 | $448.6K | <0.01% | +26.2% |
| 211 | GSA CAPITAL PARTNERS LLP#211 · 5,329 sh | 5,329 | $440.0K | 0.03% | +28.8% |
| 212 | Swiss Life Asset Management Ltd#212 · 5,260 sh | 5,260 | $434.6K | <0.01% | +6.2% |
| 213 | STATE OF WISCONSIN INVESTMENT BOARD#213 · 5,238 sh | 5,238 | $432.8K | <0.01% | -70.7% |
| 214 | VIRGINIA RETIREMENT SYSTEMS ET Al#214 · 5,200 sh | 5,200 | $429.7K | <0.01% | New |
| 215 | Pallas Capital Advisors#215 · 5,104 sh | 5,104 | $421.7K | 0.01% | +46.9% |
| 216 | QUADRANT CAPITAL GROUP#216 · 4,936 sh | 4,936 | $407.9K | — | -52.0% |
| 217 | Catalyst Funds Management Pty Ltd#217 · 4,914 sh | 4,914 | $406.0K | 0.02% | New |
| 218 | BLAIR WILLIAM#218 · 4,871 sh | 4,871 | $402.5K | <0.01% | +42.6% |
| 219 | XPONANCE#219 · 4,827 sh | 4,827 | $398.9K | <0.01% | +7.0% |
| 220 | Ensign Peak Advisors#220 · 4,818 sh | 4,818 | $398.1K | <0.01% | -27.2% |
| 221 | WorthPointe#221 · 4,679 sh | 4,679 | $386.6K | 0.10% | New |
| 222 | NorthCrest Asset Manangement#222 · 4,553 sh | 4,553 | $381.8K | — | New |
| 223 | RITHOLTZ WEALTH MANAGEMENT#223 · 4,581 sh | 4,581 | $378.5K | <0.01% | +12.8% |
| 224 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#224 · 4,488 sh | 4,488 | $370.8K | — | +1.3% |
| 225 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#225 · 4,471 sh | 4,471 | $369.0K | <0.01% | 0.0% |
| 226 | HB Wealth Management#226 · 4,465 sh | 4,465 | $368.9K | — | New |
| 227 | CHOREO#227 · 4,270 sh | 4,270 | $352.8K | <0.01% | +21.9% |
| 228 | Forvis Mazars Wealth Advisors#228 · 4,076 sh | 4,076 | $336.8K | — | 0.0% |
| 229 | Parallel Advisors#229 · 4,008 sh | 4,008 | $331.2K | <0.01% | +16.1% |
| 230 | MAI Capital Management#230 · 3,966 sh | 3,966 | $327.7K | <0.01% | +328.8% |
| 231 | GAMMA Investing#231 · 3,931 sh | 3,931 | $324.8K | — | +23.9% |
| 232 | Pathway Financial Advisers#232 · 3,882 sh | 3,882 | $320.7K | 0.08% | +0.7% |
| 233 | TEACHER RETIREMENT SYSTEM OF TEXAS#233 · 3,881 sh | 3,881 | $320.7K | <0.01% | New |
| 234 | Counterpoint Mutual Funds#234 · 3,839 sh | 3,839 | $317.2K | — | New |
| 235 | Freedom Day Solutions#235 · 3,800 sh | 3,800 | $314.0K | — | New |
| 236 | RMB Capital Management#236 · 3,783 sh | 3,783 | $312.6K | <0.01% | +16.4% |
| 237 | Nykredit A/S#237 · 3,659 sh | 3,659 | $302.3K | <0.01% | — |
| 238 | GLENMEDE NA#238 · 3,651 sh | 3,651 | $301.7K | <0.01% | New |
| 239 | PRAXIS INVESTMENT MANAGEMENT#239 · 3,640 sh | 3,640 | $301.0K | 0.02% | 0.0% |
| 240 | Ameritas Investment Partners#240 · 3,624 sh | 3,624 | $299.5K | <0.01% | +12.1% |
| 241 | Beacon Pointe Advisors#241 · 3,611 sh | 3,611 | $298.3K | <0.01% | New |
| 242 | Graham Capital Management, L.P.#242 · 3,584 sh | 3,584 | $296.1K | <0.01% | -78.9% |
| 243 | ENVESTNET ASSET MANAGEMENT#243 · 3,583 sh | 3,583 | $296.1K | <0.01% | +16.5% |
| 244 | Allworth Financial#244 · 3,568 sh | 3,568 | $294.8K | <0.01% | +7.8% |
| 245 | Krilogy Financial#245 · 3,558 sh | 3,558 | $294.0K | — | +13.1% |
| 246 | Crossmark Global#246 · 3,543 sh | 3,543 | $292.8K | — | -2.0% |
| 247 | Martin Capital Partners#247 · 3,520 sh | 3,520 | $290.9K | — | New |
| 248 | VISTA INVESTMENT PARTNERS#248 · 3,500 sh | 3,500 | $289.2K | — | 0.0% |
| 249 | Meeder Advisory Services#249 · 3,497 sh | 3,497 | $289.0K | 0.01% | -16.7% |
| 250 | INGALLS & SNYDER#250 · 3,485 sh | 3,485 | $288.0K | <0.01% | -4.4% |
| 251 | Blankinship & Foster#251 · 3,463 sh | 3,463 | $286.2K | — | 0.0% |
| 252 | Focus Partners Advisor Solutions#252 · 3,456 sh | 3,456 | $285.6K | <0.01% | +22.3% |
| 253 | FIRST CITIZENS BANK#253 · 3,382 sh | 3,382 | $279.5K | — | -36.6% |
| 254 | Rodgers Brothers#254 · 3,350 sh | 3,350 | $276.8K | 0.03% | -42.7% |
| 255 | Quantbot Technologies#255 · 3,287 sh | 3,287 | $271.6K | 0.01% | -77.5% |
| 256 | Wealthfront Advisers#256 · 3,285 sh | 3,285 | $271.4K | <0.01% | -1.4% |
| 257 | Horizon Investment Services#257 · 3,277 sh | 3,277 | $270.8K | 0.08% | New |
| 258 | Parcion Private Wealth#258 · 3,267 sh | 3,267 | $270.0K | 0.01% | New |
| 259 | Fieldview Capital Management#259 · 3,244 sh | 3,244 | $268.1K | 0.08% | New |
| 260 | Envestnet Portfolio Solutions#260 · 3,239 sh | 3,239 | $267.6K | <0.01% | -36.8% |
| 261 | Bull Harbor Capital#261 · 3,219 sh | 3,219 | $266.0K | 0.05% | New |
| 262 | DRW Securities#262 · 3,218 sh | 3,218 | $265.9K | <0.01% | New |
| 263 | Stonebridge Capital Advisors#263 · 3,200 sh | 3,200 | $264.4K | 0.02% | 0.0% |
| 264 | Private Advisor Group#264 · 3,160 sh | 3,160 | $261.1K | <0.01% | New |
| 265 | Redmond Asset Management#265 · 3,150 sh | 3,150 | $260.3K | — | 0.0% |
| 266 | MIRABELLA FINANCIAL SERVICES LLP#266 · 3,144 sh | 3,144 | $259.8K | 0.02% | New |
| 267 | Rockefeller Capital Management L.P.#267 · 3,136 sh | 3,136 | $259.1K | <0.01% | +39.0% |
| 268 | KESTRA PRIVATE WEALTH SERVICES#268 · 3,091 sh | 3,091 | $255.4K | <0.01% | -6.6% |
| 269 | EVERGREEN CAPITAL MANAGEMENT#269 · 3,086 sh | 3,086 | $255.0K | — | +4.6% |
| 270 | Amplius Wealth Advisors#270 · 3,018 sh | 3,018 | $249.4K | — | +0.6% |
| 271 | CIBC Bancorp USA#271 · 3,008 sh | 3,008 | $248.6K | <0.01% | +7.5% |
| 272 | SlateStone Wealth#272 · 3,000 sh | 3,000 | $248.0K | 0.02% | 0.0% |
| 273 | WADDELL & ASSOCIATES#273 · 2,965 sh | 2,965 | $245.0K | 0.01% | New |
| 274 | Vision Capital Management#274 · 2,921 sh | 2,921 | $241.4K | — | 0.0% |
| 275 | Modera Wealth Management#275 · 2,895 sh | 2,895 | $239.2K | <0.01% | 0.0% |
| 276 | Chicago Partners Investment Group#276 · 2,741 sh | 2,741 | $238.9K | — | New |
| 277 | ZACKS INVESTMENT MANAGEMENT#277 · 2,885 sh | 2,885 | $238.4K | <0.01% | New |
| 278 | MGO ONE SEVEN#278 · 2,867 sh | 2,867 | $236.9K | <0.01% | -11.4% |
| 279 | AIGEN INVESTMENT MANAGEMENT#279 · 2,862 sh | 2,862 | $236.5K | 0.06% | -76.9% |
| 280 | IFM Investors Pty Ltd#280 · 2,810 sh | 2,810 | $232.2K | — | +3.7% |
| 281 | Tower Research Capital (TRC)#281 · 2,788 sh | 2,788 | $230.4K | <0.01% | -38.3% |
| 282 | M&T BANK#282 · 2,771 sh | 2,771 | $228.5K | <0.01% | New |
| 283 | Jain Global#283 · 2,734 sh | 2,734 | $225.9K | <0.01% | New |
| 284 | Y-Intercept (Hong Kong) Ltd#284 · 2,669 sh | 2,669 | $220.5K | — | -66.3% |
| 285 | GW HENSSLER & ASSOCIATES LTD#285 · 2,603 sh | 2,603 | $215.1K | — | New |
| 286 | Essex Financial Services#286 · 2,598 sh | 2,598 | $214.7K | 0.01% | New |
| 287 | WFA of San Diego#287 · 2,411 sh | 2,411 | $213.9K | 0.18% | 0.0% |
| 288 | Pathstone#288 · 2,563 sh | 2,563 | $211.8K | <0.01% | -12.2% |
| 289 | Modern Wealth Management#289 · 2,504 sh | 2,504 | $206.9K | <0.01% | New |
| 290 | Baker Avenue Asset Management#290 · 2,457 sh | 2,457 | $203.0K | <0.01% | New |
| 291 | MML INVESTORS SERVICES#291 · 2,441 sh | 2,441 | $201.7K | <0.01% | New |
| 292 | Coston, McIsaac & Partners#292 · 2,408 sh | 2,408 | $199.0K | 0.04% | +0.3% |
| 293 | NISA INVESTMENT ADVISORS#293 · 2,399 sh | 2,399 | $198.2K | — | +91.2% |
| 294 | SBI Securities , Ltd.#294 · 2,276 sh | 2,276 | $188.1K | — | -2.3% |
| 295 | Front Row Advisors#295 · 2,000 sh | 2,000 | $175.1K | 0.05% | 0.0% |
| 296 | MEEDER ASSET MANAGEMENT#296 · 2,038 sh | 2,038 | $168.4K | <0.01% | -20.8% |
| 297 | ADIRONDACK#297 · 2,000 sh | 2,000 | $165.3K | — | 0.0% |
| 298 | EverSource Wealth Advisors#298 · 1,932 sh | 1,932 | $159.6K | <0.01% | +25.6% |
| 299 | Walleye Capital#299 · 1,842 sh | 1,842 | $152.2K | <0.01% | +533.0% |
| 300 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#300 · 1,728 sh | 1,728 | $142.8K | <0.01% | New |
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.