$AWR

$85.48 +$0.26 (0.31%) Close

$AWR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 39.6M shares outstanding

Who owns AWR?

By type of holder

Institutions 83.2% Insiders 1.2% Everyone else 15.6%

Concentration Top 10 holders own 54.9%

BlackRock, Inc. 18.4% · Vanguard Portfolio Management LLC 8.9%

Institutional ownership

83.2%

+3.1 pts vs last qtr

Institutional holders

408

+31 vs last qtr

Net shares bought

+1.2M

by institutions in Q2 2026

New / sold out

68 / 37

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +446.1K
BlackRock, Inc. +432.7K

Biggest sellers in Q2 2026

Morgan Stanley −397.8K
Qube Research & Technologies Ltd SOLD OUT −209.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$326K

5 notices from 3 people

Shares covered

4.0K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Holloway Anne M Director $175K
Rowley Paul J Officer $102K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+5.2%

+0.57% a year

Each share's claim on the business

−5.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $30M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years77% 3–5 years5% 1–3 years15% Under 1 year4%

Quarterly turnover

8.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AWR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.3M	18.40%	+432.7K (+6.3%)	≤2021	0.0%
Shares held by quarter Peak holding7.3M (Q2'26) Change over 8 quarters+654.8K Share of the company18.400% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	3.5M	8.89%	+417.8K (+13.5%)	≤2021	0.0%
Shares held by quarter Peak holding3.5M (Q2'26) Change over 8 quarters+3.5M Share of the company8.890% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

7.3M

% of company

18.40%

Change vs last qtr

+432.7K (+6.3%)

Held since

≤2021

Vanguard Portfolio Management LLC

3.5M

% of company

8.89%

Change vs last qtr

+417.8K (+13.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding American States Water Company, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AWR on Form N-PORT; together they hold 41.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$195M	2.4M	5.96%	0.18%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$103M	1.2M	3.14%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$195M

% of company

5.96%

% of the fund

0.18%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$103M

% of company

3.14%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding American States Water Company and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SR Sprowls Robert J Insider	272.7K	0.69%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.690% Sprowls Robert J's insider activity →
TE Tang Eva G Insider	65.8K	0.17%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.170% Tang Eva G's insider activity →

Sprowls Robert J

Insider

272.7K

% of company

0.69%

Change vs last qtr

—

Held since

—

Tang Eva G

Insider

65.8K

% of company

0.17%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of American States Water Company.

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