Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GWRS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | TSP Capital Management Group, LLC | 1.2M | $9.0M | +56.0% | 4.110% | 2.19% |
| 2 | HEARTLAND ADVISORS INC | 831K | $6.3M | +21.1% | 2.889% | 0.32% |
| 3 | BlackRock, Inc. | 627K | $4.8M | +7.7% | 2.180% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 595K | $4.5M | β | 2.070% | 0.00% |
| 5 | North Star Investment Management Corp. | 415K | $3.2M | +36.5% | 1.444% | 0.19% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 348K | $2.6M | +11.2% | 1.209% | 0.00% |
| 7 | Redmond Asset Management, LLC | 330K | $2.5M | -0.0% | 1.146% | 0.68% |
| 8 | WELLS FARGO & COMPANY/MN | 311K | $2.4M | +41.9% | 1.080% | 0.00% |
| 9 | STATE STREET CORP | 238K | $1.8M | -0.9% | 0.827% | 0.00% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 191K | $1.4M | -6.1% | 0.662% | 0.00% |
| 11 | Penn Capital Management Company, LLC | 178K | $1.3M | -0.1% | 0.617% | 0.10% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 142K | $1.1M | -6.5% | 0.492% | 0.00% |
| 13 | BARD ASSOCIATES INC | 118K | $898K | 0.0% | 0.411% | 0.23% |
| 14 | MORGAN STANLEY | 110K | $835K | -12.4% | 0.383% | 0.00% |
| 15 | NORTHERN TRUST CORP | 104K | $787K | +11.2% | 0.360% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 92K | $700K | β | 0.321% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 85K | $648K | β | 0.297% | 0.00% |
| 18 | PANAGORA ASSET MANAGEMENT INC | 75K | $570K | +4.9% | 0.261% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 70K | $529K | +27.3% | 0.242% | 0.00% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 64K | $485K | +1.5% | 0.222% | 0.00% |
| 21 | WESBANCO BANK INC | 62K | $467K | 0.0% | 0.214% | 0.01% |
| 22 | Dynamic Advisor Solutions LLC | 54K | $407K | +2.4% | 0.186% | 0.01% |
| 23 | AQR CAPITAL MANAGEMENT LLC | 48K | $368K | +213.2% | 0.168% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 40K | $300K | +1.8% | 0.137% | 0.00% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38K | $286K | β | 0.131% | 0.00% |
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 GWRS β a direct measure of their conviction.
Filings activity in GWRS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new GWRS position in Q1 2026
Institutions that fully closed their GWRS 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 | 97 | 1.0% | 25.73% | +0.22 pp | $52M | +0.8% |
| Q4 2025 | 98 | +8.9% | 25.51% | 8.19 pp | $52M | 24% |
| Q3 2025 | 90 | +3.4% | 33.70% | +4.24 pp | $68M | +14% |
| Q2 2025 | 87 | +1.2% | 29.46% | 0.27 pp | $60M | 0.9% |
| Q1 2025 | 86 | +7.5% | 29.73% | 1.03 pp | $60M | 3.4% |
| Q4 2024 | 80 | +5.3% | 30.76% | +0.73 pp | $62M | +2.4% |
| Q3 2024 | 76 | +0.0% | 30.03% | +0.82 pp | $61M | +2.8% |
| Q2 2024 | 76 | β | 29.21% | β | $59M | 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 GWRS stock.
Based on Q1 2026 13F filings, institutional ownership of Global Water Resources, Inc. stands at 25.7%, held across 97 reporting institutions.
TSP Capital Management Group, LLC is the largest reported institutional holder of GWRS, with approximately 1,182,144 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of GWRS, including RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for GWRS is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
15 institutions opened new positions in GWRS during Q1 2026, while 16 fully exited. 28 added to existing positions and 54 trimmed.
GWRS institutional ownership rose by 0.22 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 73.9% of all reported 13F value in GWRS, and the top 25 account for 92.6%.
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.
Global Water Resources, Inc. (GWRS) Institutional Ownership