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Of the 11 tracked institutions holding AWR, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.8pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, AWR (AMER STATES WTR CO) is held with a combined value of $1.25B across 15,744,163 shares. The largest holder is BlackRock, Inc. with a position worth $602.75M. 7 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$1.25B
Total Shares Held
15,744,163
Institutional Holders
11
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $602.75M | 0.01% | +6.3% |
| 2 | VANGUARD GROUP INC | $360.66M | 0.01% | +2.4% |
| 3 | STATE STREET CORP | $185.39M | 0.01% | +8.7% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $75.99M | 0.03% | +94.2% |
| 5 | MILLENNIUM MANAGEMENT LLC | $10.44M | 0.01% | -38.9% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.37M | 0.00% | +17.6% |
| 7 | Bridgewater Associates, LP | $2.50M | 0.01% | -0.1% |
| 8 | CITADEL ADVISORS LLC | $2.50M | 0.00% | -28.7% |
| 9 | Gotham Asset Management, LLC | $1.83M | 0.00% | +27.9% |
| 10 | FMR LLC | $1.78M | 0.00% | +192.2% |
SEC Schedule 13D (activist) and 13G (passive) filings for AWR. Filed when an investor acquires 5%+ ownership.
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of AWR with a position worth $602.75M, representing 0.01% of their portfolio. In total, 11 institutional investors hold AWR with a combined value of $1.25B.
Institutional investors hold $1.25B worth of AWR stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $602.75M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AWR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AWR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$88.63
2026-08-21
YTD
+22.7%
96% of 52-week range
