AMERICAN STATES WATER CO - Common (AWR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
AWR on NYSE
Shares outstanding
38,243,460
Price per share
$75.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
31,560,962
Total reported value
$2,287,591,451
% of total 13F portfolios
0%
Share change
+668,966
Value change
+$47,917,382
Number of holders
352
Price from insider filings
$75.97
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of AMERICAN STATES WATER CO - Common (AWR) based on Schedule 13D/G filings

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
Neuberger Berman Group LLC 6.3% $176,652,662 2,409,338 Neuberger Berman Group LLC 30 Sep 2025

As of 31 Dec 2025, 352 institutional investors reported holding 31,560,962 shares of AMERICAN STATES WATER CO - Common (AWR). This represents 83% of the company’s total 38,243,460 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of AMERICAN STATES WATER CO - Common (AWR) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 18% 6,969,137 +2.1% 0.01% $505,123,033
VANGUARD GROUP INC 13% 4,975,947 +2.4% 0.01% $360,656,637
NEUBERGER BERMAN GROUP LLC 6.6% 2,524,297 +4.7% 0.14% $182,961,039
STATE STREET CORP 5.3% 2,023,621 -2.2% 0% $146,672,050
MORGAN STANLEY 3.5% 1,347,240 +129% 0.01% $97,648,082
GEODE CAPITAL MANAGEMENT, LLC 2.4% 907,840 +0.31% 0% $65,810,456
FIRST TRUST ADVISORS LP 2.1% 819,196 -5.3% 0.04% $59,375,340
DIMENSIONAL FUND ADVISORS LP 1.9% 739,848 +0.8% 0.01% $53,625,345
Pictet Asset Management Holding SA 1.9% 738,039 +29% 0.05% $53,494,568
Invesco Ltd. 1.7% 650,286 +12% 0.01% $47,132,729
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 462,887 +4.6% 0.01% $33,550,050
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.2% 460,050 +47% 0.04% $33,344,000
NORTHERN TRUST CORP 1.2% 456,804 -17% 0% $33,109,154
AQR CAPITAL MANAGEMENT LLC 1.1% 409,638 +38% 0.02% $29,690,533
Bank of New York Mellon Corp 0.88% 334,841 -12% 0% $24,269,283
JPMORGAN CHASE & CO 0.69% 262,692 -19% 0% $19,039,985
GOLDMAN SACHS GROUP INC 0.65% 250,206 +24% 0% $18,134,926
Legal & General Group Plc 0.64% 244,441 -2% 0% $17,717,084
VICTORY CAPITAL MANAGEMENT INC 0.61% 233,567 +16% 0.01% $16,928,936
Amundi 0.61% 232,822 +12% 0.01% $16,874,939
KENNEDY CAPITAL MANAGEMENT LLC 0.5% 189,387 +41% 0.29% $13,726,770
PRINCIPAL FINANCIAL GROUP INC 0.48% 184,913 -74% 0.01% $13,402,495
BANK OF AMERICA CORP /DE/ 0.45% 170,551 +2.7% 0% $12,361,566
DEUTSCHE BANK AG\ 0.44% 167,531 +1.3% 0% $12,142,646
HRT FINANCIAL LP 0.43% 162,934 +36% 0.04% $11,809,000

Institutional Holders of AMERICAN STATES WATER CO - Common (AWR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 31,560,962 $2,287,591,451 +$47,917,382 $72.48 352
2025 Q3 31,002,328 $2,272,140,439 +$55,414,998 $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
2019 Q4 26,646,422 $2,308,719,572 -$54,707,065 $86.64 315
2019 Q3 27,142,021 $2,439,212,868 +$50,782,549 $89.86 315
2019 Q2 26,624,628 $2,002,818,983 +$109,389 $75.24 294
2019 Q1 26,848,774 $1,913,624,206 +$28,674,332 $71.30 300
2018 Q4 26,472,794 $1,773,976,719 +$18,441,565 $67.04 288
2018 Q3 26,110,325 $1,595,493,139 -$43,516,183 $61.14 261
2018 Q2 26,716,727 $1,526,629,035 +$55,218,325 $57.16 251
2018 Q1 25,899,327 $1,373,447,748 +$74,807,135 $53.06 255
2017 Q4 24,492,116 $1,417,609,333 +$26,505,373 $57.91 254
2017 Q3 23,976,574 $1,181,270,065 -$9,403,314 $49.25 227
2017 Q2 24,177,381 $1,143,460,948 -$7,667,417 $47.41 213
2017 Q1 24,341,200 $1,078,115,226 +$192,359,252 $44.30 197
2016 Q4 24,221,229 $1,103,367,601 +$32,350,746 $45.56 221
2016 Q3 23,446,534 $938,556,366 +$1,774,483 $40.05 209
2016 Q2 23,368,426 $1,018,625,815 +$21,027,675 $43.82 201
2016 Q1 23,033,746 $907,923,851 -$12,681,366 $39.36 212
2015 Q4 23,256,314 $975,785,213 -$21,914,971 $41.95 211
2015 Q3 23,807,403 $985,206,641 +$12,082,327 $41.40 206
2015 Q2 23,562,092 $881,621,726 -$498,493 $37.39 199
2015 Q1 23,566,757 $939,287,962 +$25,090,921 $39.89 193
2014 Q4 23,007,652 $866,918,923 +$15,612,734 $37.66 210
2014 Q3 22,945,141 $698,069,922 -$13,328,958 $30.42 196
2014 Q2 23,363,021 $775,629,421 +$2,121,370 $33.23 202
2014 Q1 23,350,306 $753,864,415 +$4,322,338 $32.29 191