Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AMERICAN WTR WKS CO INC NEW · COM · quarter ended 2026-03-31 · 12 members disclosed AWK ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 808 holders are listed, largest first: 808
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $21.7B
holders whose share count rose or who opened the position (new + add), by shares: 386
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 111

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AWK ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.7B	19,513,998	−15,018	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.7B	12,699,771	—	NO PRIOR
3	STATE STREET CORP	$1.6B	12,038,747	+924	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	11,301,554	—	NO PRIOR
5	WELLINGTON MANAGEMENT GROUP LLP	$1.5B	11,028,906	+3,936,149	ADD
6	GQG Partners LLC	$875M	6,431,056	−62,105	TRIM
7	Aristotle Capital Management, LLC	$791M	5,813,455	−196,093	TRIM
8	Amundi	$592M	4,351,056	+179,127	ADD
9	Invesco Ltd.	$590M	4,333,228	+693,235	ADD
10	MORGAN STANLEY	$492M	3,612,397	+280,479	ADD
11	NORTHERN TRUST CORP	$489M	3,589,665	+25,552	ADD
12	Legal & General Group Plc	$438M	3,215,234	−125,014	TRIM
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$359M	2,641,371	+77,084	ADD
14	VICTORY CAPITAL MANAGEMENT INC	$340M	2,500,233	−115,285	TRIM
15	BANK OF AMERICA CORP /DE/	$340M	2,499,076	−11,189	TRIM
16	Allspring Global Investments Holdings, LLC	$336M	2,452,971	+249,504	ADD
17	NORDEA INVESTMENT MANAGEMENT AB	$293M	2,151,287	−68,529	TRIM
18	DEUTSCHE BANK AG\	$238M	1,746,514	−288,939	TRIM
19	WELLS FARGO & COMPANY/MN	$180M	1,320,145	−47,807	TRIM
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$171M	1,258,585	+35,480	ADD
21	RAYMOND JAMES FINANCIAL INC	$167M	1,229,139	−59,513	TRIM
22	STOREBRAND ASSET MANAGEMENT AS	$150M	1,105,562	—	NO PRIOR
23	VANGUARD FIDUCIARY TRUST CO	$150M	1,099,011	—	NO PRIOR
24	UBS Group AG	$147M	1,081,628	−51,841	TRIM
25	FIRST TRUST ADVISORS LP	$139M	1,023,552	−16,203	TRIM
26	Pictet Asset Management Holding SA	$138M	1,017,404	−1,622,117	TRIM
27	ROYAL BANK OF CANADA	$138M	1,014,729	−72,530	TRIM
28	DIMENSIONAL FUND ADVISORS LP	$129M	944,548	+69,046	ADD
29	STIFEL FINANCIAL CORP	$116M	852,033	−25,401	TRIM
30	CIBC Bancorp USA Inc.	$111M	817,167	—	NO PRIOR
31	M&G Plc	$106M	777,173	+177,367	ADD
32	Mirova US LLC	$102M	750,695	−31,123	TRIM
33	HSBC HOLDINGS PLC	$99.8M	732,883	−235,795	TRIM
34	SEI INVESTMENTS CO	$87.7M	644,238	+23,796	ADD
35	AQR CAPITAL MANAGEMENT LLC	$85.2M	625,928	+138,042	ADD
36	BNP Paribas Asset Management Holding S.A.	$85.0M	624,610	−101,387	TRIM
37	Swiss National Bank	$78.0M	572,900	+38,300	ADD
38	FMR LLC	$77.8M	571,499	+135,270	ADD
39	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$75.2M	552,780	+552,780	NEW
40	HighTower Advisors, LLC	$74.0M	543,833	−26,457	TRIM
41	Nuveen, LLC	$72.0M	528,800	−17,357	TRIM
42	ASR Vermogensbeheer N.V.	$71.6M	526,068	+16,466	ADD
43	Eurizon Capital SGR S.p.A.	$70.8M	520,269	−15,009	TRIM
44	BARCLAYS PLC	$70.5M	517,895	+12,703	ADD
45	Aberdeen Group plc	$67.9M	498,807	+9,436	ADD
46	Vontobel Holding Ltd.	$62.0M	455,895	−13,485	TRIM
47	Mitsubishi UFJ Asset Management Co., Ltd.	$59.7M	438,774	+25,540	ADD
48	LPL Financial LLC	$58.1M	427,276	+6,533	ADD
49	Vanguard Global Advisers, LLC	$57.9M	425,630	—	NO PRIOR
50	ENVESTNET ASSET MANAGEMENT INC	$57.2M	420,633	+32,058	ADD
51	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$55.7M	409,439	−143,109	TRIM
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$54.1M	397,206	−150,548	TRIM
53	VANGUARD ASSET MANAGEMENT, Ltd	$52.7M	387,229	—	NO PRIOR
54	Candriam S.C.A.	$52.5M	385,613	−9,097	TRIM
55	CITIGROUP INC	$52.5M	385,493	+84,350	ADD
56	Universal- Beteiligungs- und Servicegesellschaft mbH	$51.3M	377,174	+6,619	ADD
57	BANK OF MONTREAL /CAN/	$48.7M	358,142	+80	ADD
58	Freestone Grove Partners LP	$47.9M	352,134	−4,670	TRIM
59	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$47.0M	345,683	−31,658	TRIM
60	Swedbank AB	$43.4M	318,564	+35,703	ADD
61	Yaupon Capital Management LP	$43.3M	317,899	−31,334	TRIM
62	BENJAMIN EDWARDS INC	$42.1M	309,566	−9,537	TRIM
63	Covea Finance	$41.8M	307,467	+176,900	ADD
64	DAVIS R M INC	$41.3M	303,664	+303,664	NEW
65	Point72 Asset Management, L.P.	$41.0M	301,182	+7,645	ADD
66	FIL Ltd	$38.8M	285,121	+115,129	ADD
67	National Pension Service	$38.3M	281,202	+281,202	NEW
68	FRANKLIN RESOURCES INC	$37.1M	272,366	−4,443	TRIM
69	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$36.8M	270,335	+270,335	NEW
70	JUPITER ASSET MANAGEMENT LTD	$36.7M	269,806	−43,163	TRIM
71	OSTERWEIS CAPITAL MANAGEMENT INC	$34.9M	256,432	−46,663	TRIM
72	Baird Financial Group, Inc.	$34.2M	251,020	+251,020	NEW
73	ROYAL LONDON ASSET MANAGEMENT LTD	$33.7M	247,953	+16,485	ADD
74	ALLIANCEBERNSTEIN L.P.	$31.9M	244,315	−11,730	TRIM
75	LGT CAPITAL PARTNERS LTD.	$31.4M	230,762	+204,282	ADD
76	KEYBANK NATIONAL ASSOCIATION/OH	$31.1M	228,352	−8,333	TRIM
77	TRILLIUM ASSET MANAGEMENT, LLC	$31.0M	237,684	+4,722	ADD
78	PRINCIPAL FINANCIAL GROUP INC	$30.9M	226,956	−6,024	TRIM
79	Allianz Asset Management GmbH	$30.8M	226,595	−195,831	TRIM
80	Sone Capital Management, LLC	$30.1M	221,282	+9,064	ADD
81	Magellan Asset Management Ltd	$29.5M	216,574	+39,095	ADD
82	Cerity Partners LLC	$28.3M	207,706	+4,780	ADD
83	HOWLAND CAPITAL MANAGEMENT LLC	$26.9M	197,344	−2,574	TRIM
84	Vanguard Investments Australia, Ltd.	$26.6M	195,767	—	NO PRIOR
85	Zurcher Kantonalbank (Zurich Cantonalbank)	$26.6M	195,300	+195,300	NEW
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$26.3M	193,384	−19,201	TRIM
87	COUNTRY TRUST BANK	$26.1M	191,783	+13,184	ADD
88	Quantinno Capital Management LP	$26.0M	190,730	+47,913	ADD
89	TD ASSET MANAGEMENT INC	$25.3M	185,885	+274	ADD
90	Maryland State Retirement & Pension System	$25.3M	185,826	−7,656	TRIM
91	NOMURA ASSET MANAGEMENT CO LTD	$25.2M	185,206	+11,854	ADD
92	Foresight Group Ltd Liability Partnership	$25.0M	183,991	+74,246	ADD
93	Robeco Schweiz AG	$25.0M	183,446	−76,711	TRIM
94	Sumitomo Mitsui DS Asset Management Company, Ltd	$24.6M	180,997	+20,851	ADD
95	Quilter Plc	$23.7M	174,156	−9,398	TRIM
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$23.4M	171,706	−10,157	TRIM
97	HANCOCK WHITNEY CORP	$23.1M	169,855	+169,855	NEW
98	Clear Harbor Asset Management, LLC	$22.7M	166,970	−559	TRIM
99	APG Asset Management N.V.	$22.3M	189,057	−20,919	TRIM
100	CANADA PENSION PLAN INVESTMENT BOARD	$21.5M	158,319	+15,524	ADD
101	Aristotle Atlantic Partners, LLC	$21.5M	157,829	+86,158	ADD
102	AMF Tjanstepension AB	$21.2M	155,622	+4,998	ADD
103	Avalon Trust Co	$20.7M	152,159	−580	TRIM
104	ZACKS INVESTMENT MANAGEMENT	$19.9M	146,523	−5,535	TRIM
105	Mariner, LLC	$19.7M	144,830	−23,187	TRIM
106	MILLENNIUM MANAGEMENT LLC	$19.5M	143,324	−34,978	TRIM
107	Perpetual Ltd	$18.5M	135,780	+10,769	ADD
108	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$17.2M	126,115	+52,900	ADD
109	Corient Private Wealth LLC	$16.7M	124,073	−59,046	TRIM
110	MACQUARIE GROUP LTD	$16.4M	120,386	−13,595	TRIM
111	Clearstead Advisors, LLC	$16.2M	118,777	−3,040	TRIM
112	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$15.6M	114,393	+78,655	ADD
113	Asset Management One Co., Ltd.	$15.1M	111,231	−8,873	TRIM
114	ABN AMRO INVESTMENT SOLUTIONS	$14.8M	109,115	−88,121	TRIM
115	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$14.7M	106,626	−23,054	TRIM
116	STATE OF WISCONSIN INVESTMENT BOARD	$14.2M	104,465	+3,466	ADD
117	FIRST MANHATTAN CO. LLC.	$14.1M	103,870	−41,938	TRIM
118	Rockefeller Capital Management L.P.	$14.1M	103,309	−35,226	TRIM
119	PRUDENTIAL PLC	$13.9M	102,261	+9,399	ADD
120	Waverly Advisors, LLC	$13.9M	101,800	+334	ADD
121	LBP AM SA	$13.5M	99,194	+47,273	ADD
122	Chevy Chase Trust Holdings, LLC	$13.4M	98,119	−2,882	TRIM
123	PRUDENTIAL FINANCIAL INC	$13.0M	95,846	−2,901	TRIM
124	TORONTO DOMINION BANK	$12.7M	93,132	−6,629	TRIM
125	Asset Advisors Investment Management, LLC	$12.3M	90,666	−1,842	TRIM
126	Montanaro Asset Management Ltd	$12.2M	89,840	−400	TRIM
127	Daiwa Securities Group Inc.	$12.2M	89,384	+1,508	ADD
128	MATTERN CAPITAL MANAGEMENT, LLC	$11.9M	87,602	+23,538	ADD
129	Wealthfront Advisers LLC	$11.8M	86,641	−7,744	TRIM
130	UniSuper Management Pty Ltd	$11.0M	81,125	−20,080	TRIM
131	Korea Investment CORP	$11.0M	80,496	+48,300	ADD
132	Lombard Odier Asset Management (Europe) Ltd	$10.9M	80,311	+54,607	ADD
133	FEDERATED HERMES, INC.	$10.9M	80,117	+66,363	ADD
134	Beacon Pointe Advisors, LLC	$10.9M	80,073	+22,360	ADD
135	Swiss Life Asset Management Ltd	$10.3M	75,366	+6,974	ADD
136	Resona Asset Management Co.,Ltd.	$10.2M	74,566	+945	ADD
137	Tredje AP-fonden	$9.9M	72,513	+52,586	ADD
138	CREDIT AGRICOLE S A	$9.8M	71,688	−66,515	TRIM
139	Empower Advisory Group, LLC	$9.7M	71,285	−10,527	TRIM
140	Creative Planning	$9.4M	68,826	−6,558	TRIM
141	Cetera Investment Advisers	$9.3M	68,547	+6,136	ADD
142	RENAISSANCE TECHNOLOGIES LLC	$9.3M	68,300	−111,900	TRIM
143	Avanza Fonder AB	$9.2M	67,607	−5,497	TRIM
144	Lansforsakringar Fondforvaltning AB (publ)	$9.2M	67,316	−176	TRIM
145	Wilmington Savings Fund Society, FSB	$8.9M	65,034	−2,227	TRIM
146	Groupe la Francaise	$8.8M	65,162	−2,815	TRIM
147	State of New Jersey Common Pension Fund D	$8.7M	63,999	0	NO CHANGE
148	IFM Investors Pty Ltd	$8.6M	63,312	−6,548	TRIM
149	Greenland Capital Management LP	$8.6M	63,238	+63,238	NEW
150	FIFTH THIRD BANCORP	$8.6M	63,035	+33,848	ADD
151	WORLDQUANT MILLENNIUM ADVISORS LLC	$8.4M	61,659	+12,099	ADD
152	Evelyn Partners Investment Management LLP	$8.3M	61,264	−924	TRIM
153	D. E. Shaw & Co., Inc.	$8.3M	61,000	+16,715	ADD
154	Northwest & Ethical Investments L.P.	$8.3M	60,942	+34,957	ADD
155	Federation des caisses Desjardins du Quebec	$8.2M	60,599	−24	TRIM
156	CIBC Asset Management Inc	$8.2M	60,394	+13,279	ADD
157	PFA Pension, Forsikringsaktieselskab	$8.1M	59,391	+59,391	NEW
158	Man Group plc	$8.0M	58,794	−1,543	TRIM
159	MILLER HOWARD INVESTMENTS INC /NY	$8.0M	58,467	+16,653	ADD
160	TSP Capital Management Group, LLC	$7.8M	57,210	+45,260	ADD
161	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.8M	57,181	+525	ADD
162	CITADEL ADVISORS LLC	$7.8M	56,973	−237,776	TRIM
163	COMMONWEALTH EQUITY SERVICES, LLC	$7.6M	56,191	+149	ADD
164	ABN AMRO Bank N.V.	$7.6M	55,700	−93,643	TRIM
165	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.6M	55,559	+5,726	ADD
166	Stratos Wealth Partners, LTD.	$7.5M	55,437	−5,451	TRIM
167	Ensign Peak Advisors, Inc	$7.5M	54,786	−35,056	TRIM
168	Czech National Bank	$7.2M	53,156	+1,710	ADD
169	Arizona State Retirement System	$7.2M	53,066	−492	TRIM
170	VOYA INVESTMENT MANAGEMENT LLC	$7.2M	52,937	−164	TRIM
171	Perennial Advisors, LLC	$7.0M	51,325	+2,198	ADD
172	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.9M	50,997	−100	TRIM
173	USS Investment Management Ltd	$6.8M	50,200	+1,921	ADD
174	EDMOND DE ROTHSCHILD HOLDING S.A.	$6.8M	50,115	−5,769	TRIM
175	WELCH & FORBES LLC	$6.7M	49,424	−274	TRIM
176	Prospera Financial Services Inc	$6.6M	48,809	+418	ADD
177	MIDDLETON & CO INC/MA	$6.6M	48,594	+6,843	ADD
178	US BANCORP \DE\	$6.5M	47,589	−3,912	TRIM
179	OSAIC HOLDINGS, INC.	$6.5M	47,480	+2,975	ADD
180	SCOTIA CAPITAL INC.	$6.3M	46,564	+7,224	ADD
181	ProShare Advisors LLC	$6.3M	46,098	−9,172	TRIM
182	J.P. Marvel Investment Advisors, LLC	$6.1M	44,994	−150	TRIM
183	Mirae Asset Global Investments Co., Ltd.	$5.8M	42,385	+6,056	ADD
184	M&T BANK CORP	$5.7M	42,243	−6,461	TRIM
185	Intesa Sanpaolo S.p.A.	$5.7M	42,149	−22,110	TRIM
186	Retirement Systems of Alabama	$5.6M	41,448	−62	TRIM
187	NATIONAL BANK OF CANADA /FI/	$5.5M	40,625	−94,041	TRIM
188	Tidal Investments LLC	$5.5M	40,113	+27,447	ADD
189	RWC Asset Management LLP	$5.4M	39,984	−213	TRIM
190	SEB Asset Management AB	$5.4M	39,909	—	NO PRIOR
191	Bryn Mawr Trust Advisors, LLC	$5.4M	39,898	+1,088	ADD
192	EXCHANGE TRADED CONCEPTS, LLC	$5.3M	39,234	+14,163	ADD
193	Woodline Partners LP	$5.2M	38,229	+4,938	ADD
194	XPONANCE LLC	$5.1M	37,457	+7,498	ADD
195	Linscomb Wealth, Inc.	$5.1M	37,377	−7,529	TRIM
196	EFG International AG	$5.0M	36,720	−187,214	TRIM
197	CIBC WORLD MARKET INC.	$5.0M	36,703	+13,422	ADD
198	Financial Sense Advisors, Inc.	$5.0M	36,597	+36,597	NEW
199	SCHARF INVESTMENTS, LLC	$4.9M	35,846	+35,846	NEW
200	Metis Global Partners, LLC	$4.4M	32,452	−1,643	TRIM
201	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.4M	32,448	+32,448	NEW
202	SFE Investment Counsel	$4.4M	32,090	−5,553	TRIM
203	Utah Retirement Systems	$4.3M	31,616	−439	TRIM
204	Farmers & Merchants Trust Co of Long Beach	$4.3M	31,595	+155	ADD
205	Nordwand Advisors, LLC	$4.3M	31,296	+3,901	ADD
206	Holocene Advisors, LP	$4.2M	31,141	+12,017	ADD
207	BANK OF NOVA SCOTIA	$4.2M	30,649	−2,975	TRIM
208	Pathstone Holdings, LLC	$4.1M	30,444	−1,483	TRIM
209	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.1M	30,018	−59,621	TRIM
210	Castlefield Investment Partners LLP	$4.0M	29,714	+29,616	ADD
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.9M	28,924	+655	ADD
212	Vanguard Personalized Indexing Management, LLC	$3.9M	28,747	−2,896	TRIM
213	AE Wealth Management LLC	$3.9M	28,298	+2,392	ADD
214	NEOS Investment Management LLC	$3.7M	27,459	+9,799	ADD
215	Steward Partners Investment Advisory, LLC	$3.7M	27,445	−1,214	TRIM
216	COMMERCE BANK	$3.7M	27,081	+2,490	ADD
217	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.7M	26,897	−7,652	TRIM
218	Squarepoint Ops LLC	$3.6M	26,718	−322,777	TRIM
219	Strong Tower Advisory Services	$3.5M	25,884	+363	ADD
220	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.5M	25,388	+355	ADD
221	Fisher Funds Management LTD	$3.4M	24,871	0	NO CHANGE
222	Atria Investments, Inc	$3.4M	24,683	+2,712	ADD
223	MERCER GLOBAL ADVISORS INC /ADV	$3.3M	24,472	−16,970	TRIM
224	Genus Capital Management Inc.	$3.3M	24,270	+11,970	ADD
225	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$3.3M	24,225	+24,225	NEW
226	Laird Norton Wetherby Trust Company, LLC	$3.3M	24,221	−688	TRIM
227	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.3M	24,114	+3,999	ADD
228	Robeco Institutional Asset Management B.V.	$3.3M	23,985	−2,482	TRIM
229	FLPUTNAM INVESTMENT MANAGEMENT CO	$3.2M	23,612	−48	TRIM
230	New Age Alpha Advisors, LLC	$3.1M	22,887	−9,910	TRIM
231	Assenagon Asset Management S.A.	$3.1M	22,798	−5,492	TRIM
232	New England Research & Management, Inc.	$3.1M	22,796	+2,296	ADD
233	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$3.1M	22,588	+22,588	NEW
234	Janus Henderson Group Ltd.	$3.1M	22,423	−158,138	TRIM
235	MACKENZIE FINANCIAL CORP	$3.0M	22,391	+2,241	ADD
236	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.0M	22,346	+22,346	NEW
237	JERICHO FINANCIAL, LLP	$3.0M	22,117	−270	TRIM
238	Sava Infond d.o.o.	$3.0M	22,000	+7,000	ADD
239	CAHABA WEALTH MANAGEMENT, INC.	$3.0M	21,743	+358	ADD
240	CIDEL ASSET MANAGEMENT INC	$3.0M	21,706	+6,759	ADD
241	TOMPKINS FINANCIAL CORP	$2.9M	21,358	−97	TRIM
242	Equitable Holdings, Inc.	$2.8M	21,276	+12,807	ADD
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.8M	20,755	−193	TRIM
244	MSH Capital Advisors LLC	$2.7M	20,179	+101	ADD
245	OP Asset Management Ltd	$2.7M	20,083	—	NO PRIOR
246	D.A. DAVIDSON & CO.	$2.7M	19,580	+19,580	NEW
247	TRUIST FINANCIAL CORP	$2.6M	19,203	−259	TRIM
248	S-Bank Fund Management Ltd	$2.6M	18,993	−706	TRIM
249	Jacobi Capital Management LLC	$2.5M	18,694	+154	ADD
250	Private Advisor Group, LLC	$2.5M	18,485	−481	TRIM
251	Concurrent Investment Advisors, LLC	$2.5M	18,275	−231	TRIM
252	GUGGENHEIM CAPITAL LLC	$2.5M	18,120	−1,669	TRIM
253	Delta Global Management LP	$2.4M	17,976	+17,976	NEW
254	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$2.4M	17,848	+592	ADD
255	SHELTON CAPITAL MANAGEMENT	$2.4M	17,801	−5,000	TRIM
256	INTECH INVESTMENT MANAGEMENT LLC	$2.4M	17,774	+8,171	ADD
257	CWM, LLC	$2.4M	17,734	−22,310	TRIM
258	Van Hulzen Asset Management, LLC	$2.4M	17,443	+812	ADD
259	Kestra Advisory Services, LLC	$2.4M	17,382	+8,194	ADD
260	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.3M	17,196	−1,339	TRIM
261	Farringdon Capital, Ltd.	$2.3M	16,907	+60	ADD
262	&PARTNERS	$2.3M	16,742	+1,291	ADD
263	Atom Investors LP	$2.3M	16,608	+11,696	ADD
264	JANE STREET GROUP, LLC	$2.3M	16,582	+8,734	ADD
265	Focus Partners Wealth	$2.2M	16,442	−2,532	TRIM
266	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.2M	16,209	+2,892	ADD
267	Investment Management Corp of Ontario	$2.2M	16,168	+800	ADD
268	Siemens Fonds Invest GmbH	$2.2M	15,868	0	NO CHANGE
269	Rafferty Asset Management, LLC	$2.1M	15,796	−5,692	TRIM
270	PFG Investments, LLC	$2.1M	15,487	+2,379	ADD
271	1ST SOURCE BANK	$2.1M	15,425	−1,034	TRIM
272	LGT Fund Management Co Ltd.	$2.1M	15,384	+960	ADD
273	Generali Asset Management SPA SGR	$2.1M	15,381	−9,957	TRIM
274	Norinchukin Bank, The	$2.1M	15,247	+25	ADD
275	NORTHCAPE WEALTH MANAGEMENT, LLC	$2.1M	15,162	+376	ADD
276	CHELSEA COUNSEL CO	$2.0M	14,605	−245	TRIM
277	CAMBIENT FAMILY OFFICE, LLC	$2.0M	14,450	−124	TRIM
278	NUANCE INVESTMENTS, LLC	$1.9M	14,256	−23,374	TRIM
279	PFW Advisors LLC	$1.9M	14,038	+67	ADD
280	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.9M	13,942	+1,614	ADD
281	CAXTON ASSOCIATES LLP	$1.9M	13,886	+8,343	ADD
282	Avidian Wealth Enterprises, LLC	$1.9M	13,862	+9,217	ADD
283	Empowered Funds, LLC	$1.8M	13,585	+13,585	NEW
284	Nicholson Wealth Management Group, LLC	$1.8M	13,510	+830	ADD
285	Gotham Asset Management, LLC	$1.8M	13,288	+3,156	ADD
286	ELCO Management Co., LLC	$1.8M	13,179	+1,574	ADD
287	GARRISON POINT ADVISORS, LLC	$1.8M	13,164	−70	TRIM
288	BLAIR WILLIAM & CO/IL	$1.8M	12,957	+1,108	ADD
289	Crossmark Global Holdings, Inc.	$1.7M	12,657	—	NO PRIOR
290	TWO SIGMA SECURITIES, LLC	$1.7M	12,422	+12,422	NEW
291	XTX Topco Ltd	$1.7M	12,355	+762	ADD
292	Lantz Financial LLC	$1.7M	12,277	−443	TRIM
293	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.7M	12,264	+4,551	ADD
294	Bank Julius Baer & Co. Ltd, Zurich	$1.6M	12,065	+2,492	ADD
295	Kentucky Farm Bureau Mutual Insurance Co	$1.6M	12,000	—	NO PRIOR
296	ODDO BHF ASSET MANAGEMENT SAS	$1.6M	11,853	0	NO CHANGE
297	ABLE Financial Group, LLC	$1.6M	11,825	−89	TRIM
298	MIZUHO SECURITIES USA LLC	$1.6M	11,799	−2,409	TRIM
299	Fideuram Asset Management (Ireland) dac	$1.6M	11,974	+11,964	ADD
300	Summit Trail Advisors, LLC	$1.6M	11,695	+756	ADD
301	Sagefield Capital LP	$1.6M	11,648	−277	TRIM
302	Inspire Investing, LLC	$1.6M	11,601	+9,086	ADD
303	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.5M	11,154	+11,154	NEW
304	Odyssean, LLC	$1.5M	11,121	+5,392	ADD
305	Ballentine Partners, LLC	$1.5M	10,919	−6,762	TRIM
306	Bangor Savings Bank	$1.5M	10,794	−210	TRIM
307	CENTRAL TRUST Co	$1.5M	10,672	+108	ADD
308	ELEVATION POINT WEALTH PARTNERS, LLC	$1.4M	10,612	+7,798	ADD
309	Prosperity Consulting Group, LLC	$1.4M	10,589	−2,570	TRIM
310	Mirabaud & Cie SA	$1.4M	10,090	−450	TRIM
311	Leonteq Securities AG	$1.4M	9,943	+386	ADD
312	Composition Wealth, LLC	$1.4M	9,921	−1,715	TRIM
313	CI INVESTMENTS INC.	$1.3M	9,801	+1,250	ADD
314	ALBION FINANCIAL GROUP /UT	$1.3M	9,759	−66	TRIM
315	WULFF, HANSEN & CO.	$1.3M	9,475	0	NO CHANGE
316	Sandro Wealth Management LLC	$1.3M	9,419	+461	ADD
317	NOMURA HOLDINGS INC	$1.3M	9,252	+599	ADD
318	PKO Investment Management Joint-Stock Co	$1.2M	9,022	0	NO CHANGE
319	OMERS ADMINISTRATION Corp	$1.2M	9,014	+2,035	ADD
320	Jain Global LLC	$1.2M	8,994	−5,016	TRIM
321	Sequoia Financial Advisors, LLC	$1.2M	8,953	−1,404	TRIM
322	Perigon Wealth Management, LLC	$1.2M	8,949	+1,733	ADD
323	Summit Financial, LLC	$1.2M	8,942	+672	ADD
324	Schrum Private Wealth Management LLC	$1.2M	8,856	−378	TRIM
325	Lighthouse Investment Partners, LLC	$1.2M	8,808	+8,808	NEW
326	Copeland Capital Management, LLC	$1.2M	8,761	+1,553	ADD
327	Snowden Capital Advisors LLC	$1.2M	8,720	−478	TRIM
328	Texas Yale Capital Corp.	$1.2M	8,700	0	NO CHANGE
329	AGP FRANKLIN, LLC	$1.2M	8,622	+2,011	ADD
330	Apollon Wealth Management, LLC	$1.2M	8,619	−255	TRIM
331	Osmosis Investment Management UK Ltd	$1.2M	8,612	+6,245	ADD
332	Private Wealth Partners, LLC	$1.2M	8,610	−900	TRIM
333	LMR Partners LLP	$1.2M	8,600	+8,600	NEW
334	NewEdge Advisors, LLC	$1.1M	8,422	+8,422	NEW
335	UMB Bank, n.a.	$1.1M	8,405	−102	TRIM
336	Board of the Pension Protection Fund	$1.1M	8,400	+7,700	ADD
337	MML INVESTORS SERVICES, LLC	$1.1M	8,252	−723	TRIM
338	Fulcrum Capital LLC	$1.1M	8,090	+434	ADD
339	MUFG Securities EMEA plc	$1.1M	8,007	0	NO CHANGE
340	Alliance Wealth Advisors, LLC /UT	$1.1M	7,942	−4,542	TRIM
341	Banque Cantonale Vaudoise	$1.1M	7,860	+5,974	ADD
342	PATTEN & PATTEN INC/TN	$1.1M	7,851	−1,540	TRIM
343	OPPENHEIMER & CO INC	$1.1M	7,819	+7,819	NEW
344	Vident Advisory, LLC	$1.1M	7,809	+145	ADD
345	Harbour Capital Advisors, LLC	$1.0M	7,945	0	NO CHANGE
346	FIGURE 8 INVESTMENT STRATEGIES LLC	$1.0M	7,424	+3	ADD
347	DE BURLO GROUP INC	$1.0M	7,408	0	NO CHANGE
348	OSSIAM	$1.0M	7,384	+904	ADD
349	MAI Capital Management	$1.0M	7,376	+211	ADD
350	CHOREO, LLC	$977K	7,182	−578	TRIM
351	Advisors Asset Management, Inc.	$963K	7,077	+754	ADD
352	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$958K	7,039	+460	ADD
353	Horizon Investments, LLC	$953K	7,053	+105	ADD
354	TOKIO MARINE ASSET MANAGEMENT CO LTD	$951K	6,986	0	NO CHANGE
355	COLDSTREAM CAPITAL MANAGEMENT INC	$951K	6,985	+691	ADD
356	MASTERINVEST Kapitalanlage GmbH	$941K	6,916	+1,176	ADD
357	PFG Advisors	$940K	6,904	−584	TRIM
358	STEPHENS INC /AR/	$938K	6,894	−41	TRIM
359	SIGNATUREFD, LLC	$928K	6,816	+1,011	ADD
360	Caprock Group, LLC	$916K	6,734	−2,628	TRIM
361	Centiva Capital, LP	$914K	6,718	+6,718	NEW
362	Callan Family Office, LLC	$914K	6,714	−210	TRIM
363	Orion Porfolio Solutions, LLC	$912K	6,703	+2,366	ADD
364	Costello Asset Management, INC	$909K	6,683	+20	ADD
365	PROFUND ADVISORS LLC	$906K	6,657	−3,028	TRIM
366	AMERICAN CENTURY COMPANIES INC	$905K	6,647	−726,607	TRIM
367	Lido Advisors, LLC	$901K	6,619	−1,546	TRIM
368	Dai-ichi Life Insurance Company, Ltd	$892K	6,553	0	NO CHANGE
369	Empirical Finance, LLC	$890K	6,538	−10	TRIM
370	Saxony Capital Management, LLC	$871K	6,403	+112	ADD
371	Volterra Technologies LP	$869K	6,387	+6,387	NEW
372	SIG BROKERAGE, LP	$863K	6,343	+6,343	NEW
373	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$862K	6,330	−228	TRIM
374	Demars Financial Group, LLC	$856K	6,287	+1,151	ADD
375	First Affirmative Financial Network	$851K	6,256	—	NO PRIOR
376	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$850K	6,245	+10	ADD
377	Meeder Advisory Services, Inc.	$848K	6,235	+49	ADD
378	Town & Country Bank & Trust CO dba First Bankers Trust CO	$833K	6,122	+75	ADD
379	17 CAPITAL PARTNERS, LLC	$827K	6,075	+40	ADD
380	Fire Capital Management LLC	$823K	6,051	+528	ADD
381	Polymer Capital Management (US) LLC	$821K	6,033	+6,033	NEW
382	BLACKHILL CAPITAL INC	$817K	6,000	0	NO CHANGE
383	Laurion Capital Management LP	$817K	6,000	−6,000	TRIM
384	Canton Hathaway, LLC	$817K	6,000	0	NO CHANGE
385	HB Wealth Management, LLC	$814K	5,980	+689	ADD
386	Cove Private Wealth, LLC	$813K	5,975	0	NO CHANGE
387	Merit Financial Group, LLC	$811K	5,959	+187	ADD
388	Virtue Capital Management, LLC	$809K	5,853	+4,115	ADD
389	Redmond Asset Management, LLC	$805K	5,912	−8	TRIM
390	Presima Securities ULC	$801K	5,885	0	NO CHANGE
391	Moors & Cabot, Inc.	$785K	5,766	+221	ADD
392	Aptus Capital Advisors, LLC	$775K	5,693	+147	ADD
393	North Dakota State Investment Board	$766K	5,630	−1,049	TRIM
394	TD Waterhouse Canada Inc.	$763K	5,581	+460	ADD
395	Archford Capital Strategies, LLC	$763K	5,607	−396	TRIM
396	Patten Group, Inc.	$761K	5,592	−8	TRIM
397	Dynamic Technology Lab Private Ltd	$734K	5,391	+5,391	NEW
398	Sowell Financial Services LLC	$728K	5,349	−179	TRIM
399	SECURIAN ASSET MANAGEMENT, INC	$722K	5,305	0	NO CHANGE
400	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$721K	5,297	−403	TRIM
401	Coastal Bridge Advisors, LLC	$716K	5,260	−87	TRIM
402	J.W. COLE ADVISORS, INC.	$708K	5,204	−62	TRIM
403	Griffith & Werner, Inc.	$700K	5,147	−4	TRIM
404	Sigma Planning Corp	$695K	5,110	−99	TRIM
405	Choate Investment Advisors	$695K	5,106	−363	TRIM
406	EVOLVE PRIVATE WEALTH, LLC	$695K	5,106	+1,792	ADD
407	MAIRS & POWER INC	$684K	5,025	−21	TRIM
408	BSW Wealth Partners	$683K	5,020	+875	ADD
409	Vise Technologies, Inc.	$683K	5,233	0	NO CHANGE
410	Aquatic Capital Management LLC	$680K	5,000	−64,607	TRIM
411	Portside Wealth Group, LLC	$679K	4,993	−740	TRIM
412	Trivium Point Advisory, LLC	$678K	4,984	−1,764	TRIM
413	Lombard Odier Asset Management (Switzerland) SA	$677K	4,974	+4,974	NEW
414	GATEWAY INVESTMENT ADVISERS LLC	$675K	4,961	+848	ADD
415	Meiji Yasuda Asset Management Co Ltd.	$672K	4,940	−1,789	TRIM
416	MGO ONE SEVEN LLC	$664K	4,877	+198	ADD
417	QRG CAPITAL MANAGEMENT, INC.	$638K	4,684	+163	ADD
418	Tyche Wealth Partners LLC	$630K	4,632	−95	TRIM
419	Worthington Financial Partners, LLC	$630K	4,630	+805	ADD
420	Quadrature Capital Ltd	$628K	4,614	+4,614	NEW
421	PRINCIPAL SECURITIES, INC.	$626K	4,597	−486	TRIM
422	PARSONS CAPITAL MANAGEMENT INC/RI	$608K	4,471	+218	ADD
423	CenterBook Partners LP	$608K	4,468	−2,051	TRIM
424	SUMMITRY LLC	$596K	4,381	+2,401	ADD
425	BAILARD, INC.	$596K	4,380	+2	ADD
426	QUADRANT CAPITAL GROUP LLC	$596K	4,378	+245	ADD
427	JOHNSON INVESTMENT COUNSEL INC	$594K	4,367	+107	ADD
428	Financial Engines Advisors L.L.C.	$593K	4,359	−11	TRIM
429	Alan B Lancz & Associates, Inc.	$592K	4,350	−500	TRIM
430	DAYMARK WEALTH PARTNERS, LLC	$591K	4,341	+84	ADD
431	ASHTON THOMAS SECURITIES, LLC	$588K	4,320	+4,320	NEW
432	LAZARD ASSET MANAGEMENT LLC	$588K	4,318	+4,318	NEW
433	Essex Financial Services, Inc.	$586K	4,307	−553	TRIM
434	DIVERSIFY WEALTH MANAGEMENT, LLC	$583K	4,418	+4,418	NEW
435	St. Johns Investment Management Company, LLC	$575K	4,222	+207	ADD
436	Evercore Wealth Management, LLC	$574K	4,220	0	NO CHANGE
437	MONETA GROUP INVESTMENT ADVISORS LLC	$571K	4,199	+5	ADD
438	CenterStar Asset Management, LLC	$571K	4,198	+4,198	NEW
439	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$569K	4,182	−81	TRIM
440	Gibbs Wealth Management	$564K	4,146	+4,146	NEW
441	ARWA LLC	$562K	4,034	−5,132	TRIM
442	JONES FINANCIAL COMPANIES LLLP	$562K	4,127	−445	TRIM
443	BROWN ADVISORY INC	$550K	4,045	−244	TRIM
444	Ascent Group, LLC	$549K	4,036	−2,101	TRIM
445	GREAT VALLEY ADVISOR GROUP, INC.	$549K	4,034	+87	ADD
446	Kintegral Advisory, LLC	$547K	4,021	−178	TRIM
447	Lantern Wealth Advisors, LLC	$531K	3,900	0	NO CHANGE
448	ROCKLAND TRUST CO	$525K	3,858	+327	ADD
449	Family Legacy, Inc.	$517K	3,802	0	NO CHANGE
450	Brooklyn Investment Group	$517K	3,802	+291	ADD
451	Forza Wealth Management, LLC	$514K	3,776	0	NO CHANGE
452	Heritage Wealth Management, Inc.	$510K	3,750	0	NO CHANGE
453	OneDigital Investment Advisors LLC	$509K	3,742	−334	TRIM
454	TEMA ETFS LLC	$503K	3,693	+14	ADD
455	Vinva Investment Management Ltd	$500K	3,603	−2,355	TRIM
456	Larson Financial Group LLC	$500K	3,675	−453	TRIM
457	Everhart Financial Group, Inc.	$497K	3,654	+458	ADD
458	ICW Investment Advisors LLC	$494K	3,628	+5	ADD
459	Belpointe Asset Management LLC	$493K	3,621	+665	ADD
460	W.H. Cornerstone Investments Inc.	$485K	3,562	+1,981	ADD
461	EntryPoint Capital, LLC	$484K	3,553	+3,553	NEW
462	Cresset Asset Management, LLC	$479K	3,517	−774	TRIM
463	Ipsen Advisor Group LLC	$476K	3,500	+66	ADD
464	World Investment Advisors	$469K	3,445	−392	TRIM
465	NORDEN GROUP LLC	$466K	3,424	−452	TRIM
466	Aprio Wealth Management, LLC	$454K	3,336	+3,336	NEW
467	Glenview Trust Co	$443K	3,254	−317	TRIM
468	Intrua Financial, LLC	$440K	3,234	−202	TRIM
469	Confluence Wealth Services, Inc.	$437K	3,209	0	NO CHANGE
470	GC Wealth Management RIA, LLC	$437K	3,208	−676	TRIM
471	Quantum Private Wealth, LLC	$433K	3,183	0	NO CHANGE
472	GTS SECURITIES LLC	$433K	3,181	+1,361	ADD
473	Relyea Zuckerberg Hanson LLC	$432K	3,174	−1,388	TRIM
474	Retirement Planning Co of New England, Inc.	$432K	3,173	+171	ADD
475	Vestmark Advisory Solutions, Inc.	$432K	3,172	+408	ADD
476	Oak Thistle LLC	$427K	3,138	−13,557	TRIM
477	BALDWIN WEALTH PARTNERS LLC/MA	$422K	3,100	−447	TRIM
478	Haverford Trust Co	$421K	3,094	−2,386	TRIM
479	Allworth Financial LP	$420K	3,089	+11	ADD
480	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$417K	3,064	—	NO PRIOR
481	DAVENPORT & Co LLC	$415K	3,051	−114	TRIM
482	Pine Valley Investments Ltd Liability Co	$414K	3,044	+164	ADD
483	Diversified Enterprises, LLC	$413K	3,038	+77	ADD
484	Advisor OS, LLC	$411K	3,022	+1,333	ADD
485	BIRCH FINANCIAL GROUP, LLC	$409K	3,004	+3,004	NEW
486	ASSETMARK, INC	$407K	2,993	+191	ADD
487	PDS Planning, Inc	$401K	2,945	+165	ADD
488	Brown Miller Wealth Management, LLC	$399K	2,930	0	NO CHANGE
489	TEACHER RETIREMENT SYSTEM OF TEXAS	$396K	2,913	−3,544	TRIM
490	BALYASNY ASSET MANAGEMENT L.P.	$396K	2,913	−176,891	TRIM
491	Advisors Capital Management, LLC	$396K	2,907	−188	TRIM
492	STRATEGY ASSET MANAGERS LLC	$395K	2,902	+326	ADD
493	PINNACLE ASSOCIATES LTD	$392K	2,880	+49	ADD
494	Rossmore Private Capital	$392K	2,879	0	NO CHANGE
495	MOODY NATIONAL BANK TRUST DIVISION	$389K	2,862	−165	TRIM
496	Kingsview Wealth Management, LLC	$388K	2,853	+184	ADD
497	PEDDOCK CAPITAL ADVISORS, LLC	$384K	2,824	0	NO CHANGE
498	Quantum Portfolio Management LLC	$384K	2,823	−52	TRIM
499	HM PAYSON & CO	$383K	2,814	−150	TRIM
500	PEAK6 LLC	$380K	2,791	+2,791	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AWK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 Richard McCormick R–GA-7, Tommy Tuberville R–AL $16K–$65K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Caxton Associates, Gotham Asset Management $3.7M held
Trimming: 1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AMERICAN WTR WKS CO INC NEW

Merged timeline of congressional filings and notable-manager moves on AWK
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-07-16	Tommy Tuberville Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+3,156 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−20,171 sh
2026-05-14	Caxton Associates 13F	ADD	+8,343 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed AWK — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).