# AMER STATES WTR CO COM

AMER STATES WTR CO COM is a security (CUSIP 029899101) tracked across SEC portfolio filings. 414 institutional managers reported $2.3B on Form 13F as of 2026-06-30; 28 registered fund positions totaling $108.1M via N-PORT as of 2026-05-31.

## Summary

- Issuer: AMER STATES WTR CO
- Class: COM
- CUSIP: 029899101
- Asset category: EC
- 13F holders: 414
- 13F value: $2.3B
- 13F period: 2026-06-30
- N-PORT fund positions: 28
- N-PORT value: $108.1M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 414 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $518.9M | 6,861,854 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $360.7M | 4,975,947 |
| NEUBERGER BERMAN GROUP LLC | NEW YORK, NY | $191.2M | 2,527,892 |
| STATE STREET CORP | BOSTON, MA | $156.1M | 2,064,857 |
| MORGAN STANLEY | NEW YORK, NY | $98.5M | 1,302,331 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $70.7M | 934,365 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $63.2M | 836,092 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $56.0M | 741,079 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Paris, I0 | $35.8M | 474,050 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $35.8M | 473,537 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $34.9M | 462,056 |
| NORTHERN TRUST CORP | CHICAGO, IL | $33.4M | 441,436 |
| Bank of New York Mellon Corp | NEW YORK, NY | $28.3M | 342,941 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $19.0M | 247,631 |
| VICTORY CAPITAL MANAGEMENT INC | San Antonio, TX | $18.4M | 243,440 |

## Top fund holders (N-PORT)

_Showing 15 of 28 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $32.5M | 3.99% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $15.4M | 8.76% |
| [VANGUARD STRATEGIC EQUITY FUND](https://search.stillhousedata.com/fund/S000002593) | VANGUARD HORIZON FUNDS | $11.6M | 11.49% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $9.6M | 12.80% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $7.1M | 3.26% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $4.7M | 9.85% |
| [VictoryShares US Small Cap High Div Volatility Wtd ETF](https://search.stillhousedata.com/fund/S000049908) | Victory Portfolios II | $4.2M | 164.64% |
| Gabelli Utility Trust | Gabelli Utility Trust | $3.9M | 134.79% |
| [Bridge Builder Tax Managed Small/Mid Cap Fund](https://search.stillhousedata.com/fund/S000076295) | Bridge Builder Trust | $3.5M | 11.57% |
| Gabelli Dividend & Income Trust | Gabelli Dividend & Income Trust | $2.5M | 9.41% |
| [Value Line Small Cap Opportunities Fund, Inc.](https://search.stillhousedata.com/fund/S000007569) | Value Line Small Cap Opportunities Fund, Inc. | $2.3M | 29.64% |
| [VANGUARD MARKET NEUTRAL FUND](https://search.stillhousedata.com/fund/S000019457) | VANGUARD MONTGOMERY FUNDS | $1.9M | 43.91% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $1.7M | 0.29% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $1.5M | 17.15% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $1.4M | 0.48% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/029899101.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
