Security Snapshot

AMERICAN STATES WATER CO - Common Stock (AWR) Institutional Ownership

CUSIP: 029899101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

374

Shares (Excl. Options)

31,718,952

Price

$75.62

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Security type / class
Equity / Common Stock
Symbol
AWR on NYSE
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
31,718,952
Latest holder snapshot 5 signals
Total 13F value
$2,398,742,290
Portfolio coverage rank
0%
Share change
-91,298
Value change
-$6,281,529
Number of holders
374
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
39,100,095
SEC-reported price per share
$76.21
Insider filing price
$76.21
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • AWR - AMERICAN STATES WATER CO - Common Stock is tracked under CUSIP 029899101.
  • 374 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 360 to 374 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $2,291,893,551 to $2,398,742,290.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 374 institutions filings for Q1 2026.

Open SEC evidence

Security key

029899101

Latest holder period

Q1 2026

13F holders

374

13D/G owners

4

CIK / CUSIP context first

Open Q1 2026 holders AWR full holder history AMERICAN STATES WATER CO SEC filings AMERICAN STATES WATER CO company facts AMERICAN STATES WATER CO insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
AWR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 17% $508,837,189 6,637,584 BlackRock, Inc. 30 Jun 2025
VANGUARD PORTFOLIO MANAGEMENT LLC 8% $236,974,629 3,133,756 Vanguard Portfolio Management 31 Mar 2026
Neuberger Berman Group LLC 6.3% $176,652,662 2,409,338 Neuberger Berman Group LLC 30 Sep 2025
VANGUARD CAPITAL MANAGEMENT LLC 5.3% $156,116,356 2,064,485 Vanguard Capital Management 31 Mar 2026

As of 31 Mar 2026, 374 institutional investors reported holding 31,718,952 shares of AMERICAN STATES WATER CO - Common Stock (AWR). This represents 81% of the company’s total 39,100,095 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
64%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 18% 6,861,854 -1.5% 0.01% $518,893,404
VANGUARD PORTFOLIO MANAGEMENT LLC 7.9% 3,106,401 0% 0.01% $234,906,044
NEUBERGER BERMAN GROUP LLC 6.5% 2,527,892 +0.14% 0.15% $191,159,207
STATE STREET CORP 5.3% 2,064,857 +2% 0.01% $156,144,486
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 1,756,279 0% 0% $132,809,818
MORGAN STANLEY 3.3% 1,302,331 -3.3% 0.01% $98,482,422
GEODE CAPITAL MANAGEMENT, LLC 2.4% 934,365 +2.9% 0% $70,670,082
FIRST TRUST ADVISORS LP 2.1% 836,092 +2.1% 0.05% $63,225,269
DIMENSIONAL FUND ADVISORS LP 1.9% 741,079 +0.17% 0.01% $56,042,795
Invesco Ltd. 1.6% 638,864 -1.8% 0.01% $48,310,896
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.2% 474,050 +3% 0.04% $35,847,661
AQR CAPITAL MANAGEMENT LLC 1.2% 473,537 +16% 0.02% $35,808,887
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 462,056 -0.18% 0.01% $34,940,675
NORTHERN TRUST CORP 1.1% 441,436 -3.4% 0% $33,381,391
Bank of New York Mellon Corp 0.84% 329,228 -1.7% 0% $24,896,192
VANGUARD FIDUCIARY TRUST CO 0.67% 262,058 0% 0.01% $19,816,826
JPMORGAN CHASE & CO 0.63% 247,631 -5.7% 0% $18,998,322
VICTORY CAPITAL MANAGEMENT INC 0.62% 243,440 +4.2% 0.01% $18,408,933
GOLDMAN SACHS GROUP INC 0.6% 236,005 -5.7% 0% $17,846,701
Legal & General Group Plc 0.58% 227,511 -6.9% 0% $17,204,381
Amundi 0.57% 223,802 -3.9% 0% $16,923,907
Qube Research & Technologies Ltd 0.53% 209,184 +112% 0.02% $15,818,494
MILLENNIUM MANAGEMENT LLC 0.53% 206,783 +90% 0.01% $15,636,930
PRINCIPAL FINANCIAL GROUP INC 0.48% 188,896 +2.2% 0.01% $14,284,314
KENNEDY CAPITAL MANAGEMENT LLC 0.48% 186,631 -1.5% 0.3% $14,113,036

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 31,718,952 $2,398,742,290 -$6,281,529 $75.62 374
2025 Q4 31,620,139 $2,291,893,551 +$49,622,890 $72.48 360
2025 Q3 31,002,328 $2,272,140,439 +$55,414,632 $73.32 363
2025 Q2 30,224,529 $2,317,213,658 +$44,591,443 $76.66 354
2025 Q1 29,628,451 $2,331,422,856 -$20,826,439 $78.68 351
2024 Q4 29,906,165 $2,323,037,868 +$63,231,043 $77.72 342
2024 Q3 29,014,427 $2,416,463,435 +$48,875,449 $83.29 340
2024 Q2 28,457,021 $2,065,002,315 +$34,413,239 $72.57 338
2024 Q1 28,015,335 $2,022,789,886 +$11,823,822 $72.24 334
2023 Q4 27,817,357 $2,236,378,811 +$8,826,373 $80.42 356
2023 Q3 27,676,635 $2,177,765,104 -$10,602,429 $78.68 336
2023 Q2 27,957,849 $2,432,718,745 +$25,345,275 $87.00 319
2023 Q1 27,666,936 $2,460,196,312 -$22,273,984 $88.89 312
2022 Q4 27,923,384 $2,585,411,585 +$50,578,453 $92.55 314
2022 Q3 27,597,538 $2,153,045,470 +$42,828,448 $77.95 306
2022 Q2 26,972,606 $2,198,631,767 +$7,049,353 $81.51 308
2022 Q1 27,098,551 $2,411,858,770 +$36,405,425 $89.02 317
2021 Q4 26,677,684 $2,758,640,910 +$51,360,417 $103.44 315
2021 Q3 26,157,762 $2,237,198,537 +$8,570,590 $85.52 297
2021 Q2 26,029,184 $2,071,595,364 -$6,411,701 $79.56 277
2021 Q1 26,145,000 $1,977,632,423 +$417,228 $75.62 280
2020 Q4 26,118,902 $2,076,665,498 +$10,715,307 $79.51 293
2020 Q3 25,853,174 $1,937,395,843 -$727,706 $74.95 306
2020 Q2 25,832,665 $2,031,030,151 -$22,348,574 $78.63 306
2020 Q1 26,287,603 $2,148,778,057 -$30,673,861 $81.74 315
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