Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AWR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.9M | $518.9M | -1.5% | 17.508% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | $234.9M | β | 7.926% | 0.01% |
| 3 | Neuberger Berman Group LLC | 2.5M | $191.2M | +0.1% | 6.450% | 0.15% |
| 4 | STATE STREET CORP | 2.1M | $156.1M | +2.0% | 5.269% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $132.8M | β | 4.481% | 0.00% |
| 6 | MORGAN STANLEY | 1.3M | $98.5M | -3.3% | 3.323% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 934K | $70.7M | +2.9% | 2.384% | 0.00% |
| 8 | FIRST TRUST ADVISORS LP | 836K | $63.2M | +2.1% | 2.133% | 0.05% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 741K | $56.0M | +0.2% | 1.891% | 0.01% |
| 10 | Invesco Ltd. | 639K | $48.3M | -1.8% | 1.630% | 0.01% |
| 11 | BNP Paribas Asset Management Holding S.A. | 474K | $35.8M | +3.0% | 1.210% | 0.04% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 474K | $35.8M | +15.6% | 1.208% | 0.02% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 462K | $34.9M | -0.2% | 1.179% | 0.01% |
| 14 | NORTHERN TRUST CORP | 441K | $33.4M | -3.4% | 1.126% | 0.00% |
| 15 | Bank of New York Mellon Corp | 329K | $24.9M | -1.7% | 0.840% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 262K | $19.8M | β | 0.669% | 0.01% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 243K | $18.4M | +4.2% | 0.621% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 236K | $17.8M | -5.7% | 0.602% | 0.00% |
| 19 | Legal & General Group Plc | 228K | $17.2M | -6.9% | 0.581% | 0.00% |
| 20 | Amundi | 224K | $16.9M | -3.9% | 0.571% | 0.00% |
| 21 | Qube Research & Technologies Ltd | 209K | $15.8M | +112.0% | 0.534% | 0.02% |
| 22 | MILLENNIUM MANAGEMENT LLC | 207K | $15.6M | +90.1% | 0.528% | 0.01% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 189K | $14.3M | +2.1% | 0.482% | 0.01% |
| 24 | KENNEDY CAPITAL MANAGEMENT, INC. | 187K | $14.1M | -1.5% | 0.476% | 0.30% |
| 25 | Zurcher Kantonalbank (Zurich Cantonalbank) | 178K | $13.5M | +15.7% | 0.455% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AWR β a direct measure of their conviction.
Filings activity in AWR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AWR position in Q1 2026
Institutions that fully closed their AWR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 367 | +4.3% | 75.99% | +3.64 pp | $2.32B | +5.0% |
| Q4 2025 | 352 | 1.9% | 72.35% | +0.06 pp | $2.21B | +0.1% |
| Q3 2025 | 359 | +2.0% | 72.29% | 0.73 pp | $2.20B | 1.0% |
| Q2 2025 | 352 | +0.9% | 73.02% | 0.53 pp | $2.23B | 0.7% |
| Q1 2025 | 349 | +1.7% | 73.55% | 0.71 pp | $2.24B | 1.0% |
| Q4 2024 | 343 | +2.7% | 74.26% | 1.30 pp | $2.26B | 1.7% |
| Q3 2024 | 334 | 0.3% | 75.56% | +9.76 pp | $2.30B | +15% |
| Q2 2024 | 335 | β | 65.80% | β | $2.01B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AWR stock.
Based on Q1 2026 13F filings, institutional ownership of American States Water Company stands at 76.0%, held across 367 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AWR, with approximately 6,861,854 shares worth $0.52B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of AWR, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for AWR is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
56 institutions opened new positions in AWR during Q1 2026, while 41 fully exited. 228 added to existing positions and 82 trimmed.
AWR institutional ownership rose by 3.64 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 67.8% of all reported 13F value in AWR, and the top 25 account for 82.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
American States Water Company (AWR) Institutional Ownership