Who holds AWKticker 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 ↗

808

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$21.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

386

addsholders whose share count rose or who opened the position (new + add), by shares

111

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Sale	$1K–$15K
2026-07-16	Tommy Tuberville Congress	Sale	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed AWK — the congressional view ↗