American States Water Company (AWR) Ownership

72.23 ↑0.16 (0.22%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of American States Water Company (AWR), owning a total of 6.7 million shares. Combined, the top 29 institutional holders of AWR own 64.32% of the company with a total of 23.8 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of AWR by 40 thousand shares. 2 institutions bought 42,012 total additional shares and increased their ownership by an average of 5.96%. However 1 institutions sold 2,244 total shares and decreased their ownership by an average of 1.09%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of American States Water Company increased by a net total of 39,768 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.2.256%0.433%834,3183,5972023-12-31
NORGES BANK1.008%11.487%372,83938,4152023-12-31
Principal Financial Group Inc0.553%-1.085%204,571-2,2442023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.986%-0.342%6,651,454-22,8422023-09-30
Vanguard Group Inc12.564%-0.175%4,646,105-8,1612023-09-30
State Street Corporation6.049%-32.279%2,236,864-1,066,2062023-09-30
First Trust Advisors L.P.3.167%4.310%1,171,21748,3982023-09-30
Amvescap Plc.2.392%20.985%884,458153,4092023-09-30
Dimensional Fund Advisors, Inc.2.256%0.433%834,3183,5972023-12-31
Pictet Asset Manangement SA2.033%0.000%751,707751,7072023-09-30
Geode Capital Management, LLC2.006%3.607%741,90125,8272023-09-30
Northern Trust Corp1.597%0.806%590,5234,7222023-09-30
Morgan Stanley - Brokerage Accounts1.431%-3.132%529,078-17,1072023-09-30
Bank of New York Mellon Corp1.121%-4.949%414,430-21,5772023-09-30
Millennium Management LLC1.056%129.216%390,380220,0692023-09-30
NORGES BANK1.008%11.487%372,83938,4152023-12-31
Sam Sustainable Asset Management Ltd0.981%74.768%362,728155,1802023-09-30
Charles Schwab Investment Management Inc0.964%3.254%356,54311,2362023-09-30
Legal & General Group PLC0.955%0.112%353,2343942023-09-30
JPMorgan Chase & Co0.868%-5.288%321,098-17,9282023-09-30
Nuveen Asset Management, LLC0.824%95.457%304,739148,8282023-09-30
Reaves W H & Co Inc0.798%0.000%295,00002022-09-30
Amundi0.786%2.323%290,5856,5962023-09-30
Principal Financial Group Inc0.553%-1.085%204,571-2,2442023-12-31
Citadel Advisors Llc0.552%232.775%203,981142,6842023-06-30
Goldman Sachs Group Inc0.454%-5.097%167,890-9,0172023-09-30
Ameriprise Financial Inc0.401%-6.399%148,192-10,1312023-03-31
Rhumbline Advisers0.382%3.080%141,3124,2222023-09-30
ProShare Advisors LLC0.304%-11.289%112,286-14,2892022-06-30
Victory Capital Management Inc.0.291%972.244%107,66497,6232022-12-31
Davidson D A & Co0.280%-0.372%103,515-3862022-09-30
Eaton Vance Management0.258%-4.860%95,388-4,8732022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of American States Water Company (AWR), owning a total of 2.5 million shares. Combined, the top 30 mutual fund holders of AWR own 43.53% of the company with a total of 16.1 million shares.

In the latest ownership report on February 29th 2024, the top 30 fund holders increased their combined ownership of AWR by 2 thousand shares. 3 funds bought 4,285 total additional shares and increased their ownership by an average of 0.09%. However 3 funds sold 2,207 total shares and decreased their ownership by an average of 0.14%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding American States Water Company increased by a net total of 2,078 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.809%0.144%2,518,4203,6182024-02-29
iShares Russell 2000 ETF2.391%-0.016%884,362-1452024-02-29
First Trust Value Line® Dividend ETF2.170%0.000%802,54302024-02-29
iShares Global Water ETF USD Dist1.600%-0.284%591,969-1,6832024-02-29
SPDR® S&P Dividend ETF1.448%0.112%535,5085992024-02-29
First Trust Water ETF0.916%0.000%338,65102024-02-29
SPDR® Portfolio S&P 600 Sm Cap ETF0.906%0.020%335,144682024-02-29
iShares Russell 2000 Growth ETF0.881%-0.116%325,902-3792024-02-29
Invesco S&P Global Water ETF0.755%0.000%279,11402024-02-29
Amundi MSCI Water ESG scrnd ETF Dist0.671%0.000%248,33502024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.809%0.144%2,518,4203,6182024-02-29
Vanguard Total Stock Mkt Idx Inv3.168%0.181%1,171,8492,1192024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.105%1.468%1,148,12016,6052023-03-31
Vanguard Small Cap Index2.553%0.278%944,3212,6222024-01-31
iShares Russell 2000 ETF2.391%-0.016%884,362-1452024-02-29
First Trust Value Line® Dividend ETF2.170%0.000%802,54302024-02-29
Vanguard Small Cap Value Index Inv1.747%-0.414%646,095-2,6882024-01-31
Pictet-Water I EUR1.696%-7.751%627,254-52,7012023-08-31
iShares Global Water ETF USD Dist1.600%-0.284%591,969-1,6832024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.491%0.028%551,5501562024-01-31
SPDR® S&P Dividend ETF1.448%0.112%535,5085992024-02-29
Vanguard Extended Market Index Investor1.376%-0.017%508,789-872023-08-31
Fidelity Small Cap Index0.997%1.259%368,7174,5832023-12-31
Fidelity® Small Cap Index0.966%2.660%357,2729,2582023-10-31
First Trust Water ETF0.916%0.000%338,65102024-02-29
SPDR® Portfolio S&P 600 Sm Cap ETF0.906%0.020%335,144682024-02-29
iShares Russell 2000 Growth ETF0.881%-0.116%325,902-3792024-02-29
RobecoSAM Sustainable Water B EUR0.844%-2.500%312,000-8,0002024-01-31
Reaves Utility Income0.798%0.000%295,00002022-06-30
Vanguard Tax-Managed Small Cap Adm0.792%1.446%293,0724,1772024-01-31
Invesco Water Resources ETF0.769%-0.247%284,415-7042023-11-30
Invesco S&P Global Water ETF0.755%0.000%279,11402024-02-29
SPDR® S&P US Dividend Aristocrats ETFDis0.755%-7.489%279,107-22,5942023-07-31
DFA US Small Cap I0.706%0.000%261,00202024-01-31
iShares S&P Small-Cap 600 Growth ETF0.702%0.000%259,56102023-11-30
Amundi MSCI Water ESG scrnd ETF Dist0.671%0.000%248,33502024-02-29
iShares S&P Small-Cap 600 Value ETF0.658%-0.417%243,176-1,0192023-12-29
Lyxor MSCI Water ESG Fltrd (DR) ETF Dist0.651%0.000%240,76502023-06-30
Vanguard Utilities ETF0.608%3.742%224,8548,1102024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.602%0.000%222,71202024-01-31

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