American States Water Ownership | Who Owns American States Water?
American States Water Ownership Summary
American States Water is owned by 75.92% institutional investors, 0.82% insiders, and 23.26% retail investors. Blackrock is the largest institutional shareholder, holding 17.85% of AWR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.44% of its assets in American States Water shares.
AWR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American States Water | 75.92% | 0.82% | 23.26% |
| Sector | Utilities Stocks | 61.10% | 5.42% | 33.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.61M | 17.85% | $479.73M |
| Vanguard group | 4.72M | 12.75% | $342.76M |
| State street | 2.10M | 5.67% | $152.49M |
| First trust advisors lp | 1.10M | 2.96% | $79.47M |
| Dimensional fund advisors lp | 845.94K | 2.28% | $61.39M |
| Geode capital management | 837.85K | 2.26% | $60.82M |
| Pictet asset management sa | 737.63K | 1.99% | $53.53M |
| Morgan stanley | 652.48K | 1.76% | $47.35M |
| Invesco | 623.40K | 1.68% | $45.24M |
| Northern trust | 561.24K | 1.52% | $40.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dean capital management | 27.72K | 2.59% | $2.01M |
| Qsv equity investors | 15.13K | 1.15% | $1.10M |
| Northstar asset management | 57.05K | 1.06% | $4.14M |
| Dean investment associates | 75.14K | 0.78% | $5.45M |
| Atom investors lp | 101.88K | 0.74% | $7.39M |
| Skyoak wealth | 38.45K | 0.64% | $2.99M |
| Robeco schweiz | 346.12K | 0.48% | $25.12M |
| Quest partners | 36.68K | 0.36% | $2.66M |
| Peoples bank/ks | 5.82K | 0.31% | $452.41K |
| Elco management | 7.32K | 0.31% | $531.07K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 508.56K | 0.01% | 508.56K |
| Millennium management | 440.60K | 0.01% | 296.36K |
| Victory capital management | 220.72K | 0.02% | 142.66K |
| Neuberger berman group | 86.44K | 0.01% | 86.44K |
| Bank of america corp /de/ | 120.69K | 0.00% | 84.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | - | - | -271.32K |
| Blackrock | 6.61M | 0.01% | -208.23K |
| First trust advisors lp | 1.10M | 0.08% | -165.51K |
| Nuveen asset management | 184.87K | 0.00% | -136.87K |
| Jpmorgan chase | 272.35K | 0.00% | -87.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 508.56K | 0.01% | 508.56K | $36.91M |
| Neuberger berman group | 86.44K | 0.01% | 86.44K | $6.27M |
| Duff & phelps investment management | 28.24K | 0.03% | 28.24K | $2.05M |
| Graham capital management | 28.10K | 0.04% | 28.10K | $2.04M |
| Corebridge financial | 21.62K | 0.01% | 21.62K | $1.57M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Mendota financial group | -3.00 |
| Parkside financial bank & trust | -12.00 |
| Valley national advisers | -15.00 |
| Innealta capital | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 335 | -2.05% | 28,519,853 | 0.26% | 75 | 1.29% | 143 | -15.38% | 117 | 12.50% |
| Jun 30, 2024 | 339 | 0.89% | 28,439,104 | 2.96% | 76 | 1.38% | 167 | 18.44% | 104 | -11.11% |
| Mar 31, 2024 | 336 | -6.41% | 27,622,858 | -0.51% | 74 | 1.32% | 141 | -12.96% | 117 | - |
| Dec 31, 2023 | 359 | 5.59% | 27,765,293 | 1.80% | 75 | 1.38% | 162 | 4.52% | 117 | 10.38% |
| Sep 30, 2023 | 340 | 3.34% | 27,273,721 | -2.30% | 73 | 1.29% | 155 | 6.90% | 106 | 4.95% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.44M | 6.44% | -12.38K |
| Vanguard Total Stock Mkt Idx Inv | 1.17M | 3.08% | 1.56K |
| iShares Russell 2000 ETF | 982.52K | 2.60% | -3.77K |
| Vanguard Small Cap Index | 962.44K | 2.55% | 18.35K |
| Neuberger Berman Genesis Inv | 800.75K | 2.12% | 240.51K |
| Pictet-Water I EUR | 731.78K | 1.94% | -2.69K |
| Pictet Water Segregated Accounts | 636.96K | 1.70% | 636.96K |
| Vanguard Small Cap Value Index Inv | 638.96K | 1.69% | -634.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 577.13K | 1.53% | 10.06K |
| iShares Global Water ETF USD Dist | 549.09K | 1.45% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2024 | HOLLOWAY ANNE M | - | Sell | $40.45K |
| May 30, 2024 | Hopkins Mary Ann | - | Buy | $40.06K |
| May 22, 2024 | Eichelberger Thomas A. | - | Buy | $49.68K |
| Mar 05, 2024 | DAVIS STEVEN D | - | Buy | $53.54K |
| Feb 28, 2024 | Eichelberger Thomas A. | - | Buy | $99.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | 2 | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 3 | 1 |
| 2023 Q3 | 1 | - |
AWR Ownership FAQ
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