AMERICAN STATES WATER CO (AWR) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 410
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Bank Julius Baer & Ltd, Zurich#301 · 1,588 sh | 1,588 | $131.2K | <0.01% | 0.0% |
| 302 | FARMERS & MERCHANTS INVESTMENTS#302 · 1,537 sh | 1,537 | $127.0K | — | 0.0% |
| 303 | Smartleaf Asset Management#303 · 1,471 sh | 1,471 | $121.8K | <0.01% | 0.0% |
| 304 | Asset Planning#304 · 1,450 sh | 1,450 | $119.8K | — | 0.0% |
| 305 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#305 · 1,380 sh | 1,380 | $114.0K | <0.01% | -86.2% |
| 306 | Global Retirement Partners#306 · 1,334 sh | 1,334 | $110.3K | <0.01% | — |
| 307 | GABLES CAPITAL MANAGEMENT#307 · 1,250 sh | 1,250 | $103.3K | 0.04% | 0.0% |
| 308 | IFP Advisors#308 · 1,179 sh | 1,179 | $97.4K | — | +84.2% |
| 309 | New Age Alpha Advisors#309 · 1,094 sh | 1,094 | $90.4K | <0.01% | -63.9% |
| 310 | OF VERMONT#310 · 1,050 sh | 1,050 | $86.8K | — | — |
| 311 | IFG Advisory#311 · 877 sh | 877 | $72.5K | <0.01% | New |
| 312 | AMERIFLEX GROUP#312 · 824 sh | 824 | $68.1K | 0.03% | +1.1% |
| 313 | HANTZ FINANCIAL SERVICES#313 · 778 sh | 778 | $64.0K | <0.01% | +45.1% |
| 314 | Covestor Ltd#314 · 774 sh | 774 | $64.0K | 0.04% | +12.5% |
| 315 | Essential Partners#315 · 766 sh | 766 | $63.3K | — | -13.2% |
| 316 | Persistent Asset Partners Ltd#316 · 757 sh | 757 | $62.6K | 0.02% | New |
| 317 | Continuum Advisory#317 · 741 sh | 741 | $61.2K | <0.01% | New |
| 318 | AdvisorNet Financial#318 · 734 sh | 734 | $60.6K | — | -21.5% |
| 319 | Glen Eagle Advisors#319 · 705 sh | 705 | $58.3K | <0.01% | -26.9% |
| 320 | ROTHSCHILD INVESTMENT#320 · 666 sh | 666 | $55.0K | <0.01% | +89.7% |
| 321 | FEDERATED HERMES#321 · 659 sh | 659 | $54.5K | <0.01% | +20.0% |
| 322 | Pinnacle Wealth Planning Services#322 · 640 sh | 640 | $52.9K | — | +4.4% |
| 323 | Plato Investment Management Ltd#323 · 624 sh | 624 | $51.3K | <0.01% | 0.0% |
| 324 | WHITTIER#324 · 611 sh | 611 | $50.8K | <0.01% | 0.0% |
| 325 | PENSION & WEALTH MANAGEMENT ADVISORS#325 · 604 sh | 604 | $49.9K | — | 0.0% |
| 326 | Tanglewood Legacy Advisors#326 · 600 sh | 600 | $49.6K | 0.02% | New |
| 327 | SIGNATUREFD#327 · 576 sh | 576 | $47.6K | — | +39.1% |
| 328 | Anchor Investment Management#328 · 508 sh | 508 | $41.9K | <0.01% | -19.1% |
| 329 | SALEM INVESTMENT COUNSELORS#329 · 500 sh | 500 | $41.3K | — | New |
| 330 | True Wealth Design#330 · 451 sh | 451 | $37.3K | — | +96.9% |
| 331 | Steward Partners Investment Advisory#331 · 430 sh | 430 | $35.5K | <0.01% | 0.0% |
| 332 | HARBOUR INVESTMENTS#332 · 414 sh | 414 | $34.2K | <0.01% | -37.2% |
| 333 | Basecamp Wealth Advisors#333 · 405 sh | 405 | $33.5K | <0.01% | +17.1% |
| 334 | Golden State Wealth Management#334 · 380 sh | 380 | $31.4K | <0.01% | 0.0% |
| 335 | CREATIVE FINANCIAL DESIGNS#335 · 368 sh | 368 | $30.4K | <0.01% | 0.0% |
| 336 | ARMSTRONG ADVISORY GROUP#336 · 362 sh | 362 | $29.9K | — | 0.0% |
| 337 | TIAA Wealth Investment Management#337 · 349 sh | 349 | $28.8K | <0.01% | New |
| 338 | Sterling Capital Management#338 · 335 sh | 335 | $27.7K | — | -45.2% |
| 339 | Parkside Financial Bank#339 · 312 sh | 312 | $25.8K | — | +100.0% |
| 340 | Mitsubishi UFJ Asset Management , Ltd.#340 · 309 sh | 309 | $25.5K | 0.00% | 0.0% |
| 341 | Kemnay Advisory Services#341 · 294 sh | 294 | $24.3K | <0.01% | -8.4% |
| 342 | UMB Bank, n.a.#342 · 256 sh | 256 | $21.2K | <0.01% | +8.9% |
| 343 | Versant Capital Management#343 · 229 sh | 229 | $18.9K | — | -2.1% |
| 344 | Salomon & Ludwin#344 · 219 sh | 219 | $18.3K | <0.01% | 0.0% |
| 345 | SJS Investment Consulting#345 · 202 sh | 202 | $16.7K | — | +242.4% |
| 346 | Pflug Koory#346 · 201 sh | 201 | $16.6K | — | 0.0% |
| 347 | BAYBAN#347 · 200 sh | 200 | $16.5K | 0.01% | 0.0% |
| 348 | DANSKE BANK A/S#348 · 200 sh | 200 | $16.5K | 0.00% | 0.0% |
| 349 | SWAN Capital#349 · 150 sh | 150 | $12.4K | <0.01% | 0.0% |
| 350 | Quent Capital#350 · 140 sh | 140 | $11.6K | <0.01% | 0.0% |
| 351 | Redwood Park Advisors#351 · 114 sh | 114 | $9.4K | <0.01% | +0.9% |
| 352 | Clearstead Advisors#352 · 106 sh | 106 | $8.8K | <0.01% | New |
| 353 | Buck Wealth Strategies#353 · 103 sh | 103 | $8.5K | <0.01% | New |
| 354 | Wilmington Savings Fund Society, FSB#354 · 100 sh | 100 | $8.3K | — | 0.0% |
| 355 | Bare Financial Services#355 · 86 sh | 86 | $7.1K | <0.01% | +377.8% |
| 356 | NATIXIS#356 · 84 sh | 84 | $6.9K | 0.00% | -1.2% |
| 357 | High Note Wealth#357 · 77 sh | 77 | $6.4K | <0.01% | +8.5% |
| 358 | MassMutual Private Wealth & , FSB#358 · 60 sh | 60 | $5.0K | — | -22.1% |
| 359 | Institute for Wealth Management#359 · 60 sh | 60 | $5.0K | <0.01% | New |
| 360 | Fortitude Family Office#360 · 60 sh | 60 | $5.0K | — | +106.9% |
| 361 | TD Waterhouse Canada#361 · 50 sh | 50 | $4.2K | — | 0.0% |
| 362 | JPL Wealth Management#362 · 44 sh | 44 | $3.6K | <0.01% | +22.2% |
| 363 | Keating Financial Advisory Services#363 · 44 sh | 44 | $3.6K | <0.01% | -6.4% |
| 364 | CVA Family Office#364 · 43 sh | 43 | $3.6K | <0.01% | +7.5% |
| 365 | Silver Grove Financial Group#365 · 40 sh | 40 | $3.3K | <0.01% | New |
| 366 | Larson Financial Group#366 · 39 sh | 39 | $3.2K | <0.01% | +290.0% |
| 367 | EVOLUTION WEALTH MANAGEMENT#367 · 39 sh | 39 | $3.2K | <0.01% | 0.0% |
| 368 | NewEdge Advisors#368 · 38 sh | 38 | $3.1K | 0.00% | New |
| 369 | Truvestments Capital#369 · 38 sh | 38 | $3.1K | <0.01% | 0.0% |
| 370 | HUNTINGTON NATIONAL BANK#370 · 36 sh | 36 | $3.0K | 0.00% | 0.0% |
| 371 | LRI Investments#371 · 33 sh | 33 | $2.7K | <0.01% | +6.5% |
| 372 | ACTION POINT FINANCIAL PLANNING#372 · 33 sh | 33 | $2.6K | <0.01% | New |
| 373 | Cornerstone Planning Group#373 · 29 sh | 29 | $2.5K | — | +26.1% |
| 374 | JFS WEALTH ADVISORS#374 · 26 sh | 26 | $2.1K | <0.01% | +36.8% |
| 375 | Trust Co#375 · 25 sh | 25 | $2.1K | — | 0.0% |
| 376 | Wealth Enhancement Services#376 · 25 sh | 25 | $2.1K | — | New |
| 377 | Fourth Dimension Wealth#377 · 22 sh | 22 | $1.8K | <0.01% | 0.0% |
| 378 | ASSETMARK#378 · 19 sh | 19 | $1.6K | — | 0.0% |
| 379 | Godfrey Financial Associates#379 · 19 sh | 19 | $1.6K | <0.01% | 0.0% |
| 380 | Cornerstone Financial Management#380 · 19 sh | 19 | $1.6K | <0.01% | 0.0% |
| 381 | Physician Wealth Advisors#381 · 18 sh | 18 | $1.5K | — | +125.0% |
| 382 | TD PRIVATE CLIENT WEALTH#382 · 18 sh | 18 | $1.5K | 0.00% | New |
| 383 | Sankala Group#383 · 15 sh | 15 | $1.3K | <0.01% | 0.0% |
| 384 | Private Wealth Management Group#384 · 14 sh | 14 | $1.2K | — | 0.0% |
| 385 | Quarry#385 · 11 sh | 11 | $909.00 | <0.01% | -88.9% |
| 386 | Cassaday & Wealth Management#386 · 10 sh | 10 | $827.00 | — | 0.0% |
| 387 | Kilter Group#387 · 10 sh | 10 | $827.00 | <0.01% | 0.0% |
| 388 | GILPIN WEALTH MANAGEMENT#388 · 8 sh | 8 | $662.00 | — | +60.0% |
| 389 | Plante Moran Financial Advisors#389 · 8 sh | 8 | $661.00 | 0.00% | New |
| 390 | Creative Capital Management Investments#390 · 8 sh | 8 | $661.00 | <0.01% | New |
| 391 | Prestige Wealth Management Group#391 · 7 sh | 7 | $579.00 | <0.01% | +250.0% |
| 392 | Bell Investment Advisors#392 · 7 sh | 7 | $579.00 | <0.01% | 0.0% |
| 393 | HFM Investment Advisors#393 · 7 sh | 7 | $579.00 | <0.01% | +250.0% |
| 394 | Bay Harbor Wealth Management#394 · 7 sh | 7 | $578.00 | <0.01% | +16.7% |
| 395 | Fulcrum Asset Management LLP#395 · 6 sh | 6 | $497.00 | 0.00% | New |
| 396 | DiNuzzo Private Wealth#396 · 6 sh | 6 | $496.00 | — | 0.0% |
| 397 | FIRST HORIZON NATIONAL#397 · 6 sh | 6 | $496.00 | — | 0.0% |
| 398 | Manchester Capital Management#398 · 5 sh | 5 | $414.00 | — | 0.0% |
| 399 | Hughes Financial Services#399 · 5 sh | 5 | $413.00 | <0.01% | +66.7% |
| 400 | Investors Portfolio Services#400 · 5 sh | 5 | $413.00 | <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.