Ranked by reported Q2 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. | 7.3M | $602.7M | +6.3% | 18.612% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $291.2M | +13.5% | 8.992% | 0.01% |
| 3 | Neuberger Berman Group LLC | 2.6M | $211.4M | +1.2% | 6.527% | 0.07% |
| 4 | STATE STREET CORP | 2.2M | $185.4M | +8.7% | 5.725% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $147.9M | +1.9% | 4.566% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $82.7M | +7.1% | 2.554% | 0.00% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 920K | $76.0M | +94.2% | 2.346% | 0.03% |
| 8 | MORGAN STANLEY | 905K | $74.7M | -30.5% | 2.308% | 0.00% |
| 9 | FIRST TRUST ADVISORS LP | 778K | $64.3M | -6.9% | 1.986% | 0.04% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 749K | $61.9M | +1.1% | 1.912% | 0.01% |
| 11 | Invesco Ltd. | 619K | $51.2M | -3.1% | 1.580% | 0.00% |
| 12 | NORTHERN TRUST CORP | 482K | $39.9M | +9.3% | 1.231% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 479K | $39.6M | +3.7% | 1.222% | 0.01% |
| 14 | BNP Paribas Asset Management Holding S.A. | 471K | $38.9M | -0.7% | 1.202% | 0.04% |
| 15 | Bank of New York Mellon Corp | 343K | $28.3M | +4.2% | 0.875% | 0.00% |
| 16 | TWO SIGMA INVESTMENTS, LP | 287K | $23.7M | +211.7% | 0.733% | 0.02% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 275K | $22.8M | +5.1% | 0.703% | 0.01% |
| 18 | Nuveen, LLC | 269K | $22.2M | +121.5% | 0.686% | 0.01% |
| 19 | JPMORGAN CHASE & CO | 257K | $21.4M | +3.8% | 0.656% | 0.00% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 252K | $20.8M | +3.6% | 0.643% | 0.01% |
| 21 | GOLDMAN SACHS GROUP INC | 238K | $19.7M | +1.0% | 0.608% | 0.00% |
| 22 | Legal & General Group Plc | 228K | $18.9M | +0.4% | 0.583% | 0.00% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 191K | $15.8M | +1.1% | 0.487% | 0.01% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 186K | $15.4M | +80.7% | 0.475% | 0.01% |
| 25 | KENNEDY CAPITAL MANAGEMENT LLC | 181K | $15.0M | -2.8% | 0.463% | 0.27% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AWR — a direct measure of their conviction.
Filings activity in AWR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 409 | +8.8% | 84.59% | +2.88 pp | $2.68B | +14% |
| Q1 2026 | 376 | +6.8% | 81.71% | 0.47 pp | $2.35B | +6.8% |
| Q4 2025 | 352 | 1.9% | 82.18% | +1.26 pp | $2.21B | +0.1% |
| Q3 2025 | 359 | +2.0% | 80.92% | +2.74 pp | $2.20B | 1.0% |
| Q2 2025 | 352 | +0.9% | 78.18% | +0.51 pp | $2.23B | 0.7% |
| Q1 2025 | 349 | +1.7% | 77.67% | 2.22 pp | $2.24B | 1.0% |
| Q4 2024 | 343 | +2.7% | 79.89% | +3.01 pp | $2.26B | 1.7% |
| Q3 2024 | 334 | — | 76.88% | — | $2.30B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AWR stock.
Based on Q2 2026 13F filings, institutional ownership of American States Water Company stands at 84.6%, held across 409 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AWR, with approximately 7,294,548 shares worth $0.60B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AWR, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AWR is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
62 institutions opened new positions in AWR during Q2 2026, while 31 fully exited. 279 added to existing positions and 57 trimmed.
AWR institutional ownership rose by 2.88 percentage points quarter-over-quarter, with a net change of +33 holders.
The top 10 institutions account for 67.0% of all reported 13F value in AWR, and the top 25 account for 81.7%.
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