Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
362 institutional managers reported holding AWR for the quarter ended Mar 31, 2026. Together they hold about 80% of shares outstanding; the top 10 hold 55%. 44 opened new positions; 36 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 6.86M | 17.50% | $518.1M | trimmed -1.5% | ≤2013 |
| Vanguard Group | 5.20M | 13.27% | $392.9M | added +4.5% | ≤2013 |
| Neuberger Berman Group LLC | 2.53M | 6.45% | $190.9M | unchanged | 2024 Q2 |
| State Street | 2.06M | 5.27% | $155.9M | added +2% | ≤2013 |
| Morgan Stanley | 1.30M | 3.32% | $98.3M | trimmed -3.3% | ≤2013 |
| Geode Capital | 934.4k | 2.38% | $70.6M | added +2.9% | ≤2013 |
| First Trust Advisors LP | 836.1k | 2.13% | $63.1M | added +2.1% | ≤2013 |
| Dimensional Fund Advisors | 741.1k | 1.89% | $56.0M | unchanged | ≤2013 |
| Invesco | 638.9k | 1.63% | $48.2M | trimmed -1.8% | ≤2013 |
| BNP Paribas Financial Markets | 490.9k | 1.25% | $37.1M | added +2.4% | ≤2013 |
| AQR Capital | 473.5k | 1.21% | $35.8M | added +15.6% | 2017 Q3 |
| Charles Schwab Investment Management | 462.1k | 1.18% | $34.9M | unchanged | ≤2013 |
| Northern Trust | 441.4k | 1.13% | $33.3M | trimmed -3.4% | ≤2013 |
| BNY Mellon | 329.2k | 0.84% | $24.9M | trimmed -1.7% | ≤2013 |
| Victory Capital Management INC | 243.4k | 0.62% | $18.4M | added +4.2% | 2015 Q2 |
| Goldman Sachs | 236.0k | 0.60% | $17.8M | trimmed -5.7% | ≤2013 |
| UBS | 232.2k | 0.59% | $17.5M | trimmed -19.9% | ≤2013 |
| Legal & General Group PLC | 227.5k | 0.58% | $17.2M | trimmed -6.9% | ≤2013 |
| Amundi | 223.8k | 0.57% | $16.9M | trimmed -3.9% | 2019 Q2 |
| Qube Research & Technologies LTD | 209.2k | 0.53% | $15.8M | added +112% | 2023 Q1 |
| Millennium Management | 206.8k | 0.53% | $15.6M | added +90.1% | 2019 Q4 |
| Principal Financial Group INC | 188.9k | 0.48% | $14.3M | added +2.2% | ≤2013 |
| Kennedy Capital Management LLC | 186.6k | 0.48% | $14.1M | trimmed -1.5% | 2022 Q3 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 178.2k | 0.45% | $13.5M | added +15.7% | 2015 Q1 |
| Bank OF America CORP /DE/ | 152.7k | 0.39% | $11.5M | trimmed -10.5% | ≤2013 |
| Perpetual LTD | 152.4k | 0.39% | $11.5M | added +1.6% | 2023 Q1 |
| HRT Financial LP | 141.8k | 0.36% | $10.7M | trimmed -13% | 2020 Q3 |
| Public Sector Pension Investment Board | 138.5k | 0.35% | $10.5M | added +3.3% | ≤2013 |
| Leith Wheeler Investment Counsel LTD. | 126.2k | 0.32% | $9.5M | added +60.8% | 2025 Q4 |
| Nuveen | 121.3k | 0.31% | $9.2M | trimmed -4.6% | 2019 Q2 |
| Jane Street | 120.8k | 0.31% | $9.1M | added +289.8% | 2021 Q2 |
| Rhumbline Advisers | 119.3k | 0.30% | $9.0M | added +0.6% | ≤2013 |
| Dean Investment Associates, LLC | 113.3k | 0.29% | $8.6M | opened | 2026 Q1 |
| Ameriprise Financial INC | 107.6k | 0.27% | $8.1M | trimmed -4.9% | ≤2013 |
| Renaissance Technologies | 105.6k | 0.27% | $8.0M | added +131.1% | 2025 Q2 |
| D. E. Shaw | 104.6k | 0.27% | $7.9M | trimmed -0.9% | 2023 Q1 |
| Arrowstreet Capital | 103.0k | 0.26% | $7.8M | added +218.2% | 2025 Q2 |
| Deutsche Bank AG\ | 102.1k | 0.26% | $7.7M | trimmed -39.1% | 2013 Q3 |
| D.a. Davidson & CO. | 99.2k | 0.25% | $7.5M | added +3.1% | ≤2013 |
| ProShare Advisors LLC | 92.7k | 0.24% | $7.0M | unchanged | 2017 Q4 |
| Two Sigma | 92.2k | 0.23% | $7.0M | added +5.1% | 2023 Q2 |
| Meiji Yasuda Asset Management CO LTD. | 88.2k | 0.23% | $6.7M | added +55.1% | 2025 Q1 |
| Commonwealth OF Pennsylvania Public School Empls Retrmt SYS | 78.5k | 0.20% | $5.9M | trimmed -1.4% | 2018 Q2 |
| Swiss National Bank | 76.5k | 0.20% | $5.8M | added +0.7% | ≤2013 |
| Canada Life Assurance CO | 75.9k | 0.19% | $5.7M | added +8.3% | 2013 Q4 |
| Marshall Wace | 75.2k | 0.19% | $5.7M | opened | 2026 Q1 |
| KBC Group NV | 72.0k | 0.18% | $5.4M | added +6276% | 2014 Q4 |
| Trexquant Investment LP | 68.5k | 0.17% | $5.2M | trimmed -47.6% | 2024 Q3 |
| Cornerstone Wealth Management, LLC | 65.1k | 0.17% | $4.9M | added +8% | 2017 Q3 |
| Martingale Asset Management L P | 61.2k | 0.16% | $4.6M | added +31.8% | 2014 Q2 |
Largest 50 of 362 shown; the full ranked, searchable register is at boothcheck.com/holders/AWR. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.