AWK — American Wtr Wks Co Inc New Institutional Holders · Q3 2026

Name: Who Owns AWK? 43 Institutions Hold $146M (Q3 2026)
Creator: ko.io

Who owns American Wtr Wks Co Inc New (AWK)? 43 institutions reported holding $145.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($96.5M), Dudley & Shanley, Inc. ($20.8M), Mn Services Vermogensbeheer B.V. ($7.4M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$96.5M	745,410	Trimmed
2	DUDLEY & SHANLEY, INC.	$20.8M	160,550	Trimmed
3	Mn Services Vermogensbeheer B.V.	$7.4M	56,900	Hold
4	Red Spruce Capital, LLC	$3.2M	24,866	Trimmed
5	TOMPKINS FINANCIAL CORP	$2.9M	22,163	Added
6	Avidian Wealth Enterprises, LLC	$2.0M	15,077	Added
7	PFW Advisors LLC	$1.8M	13,792	Trimmed
8	CANANDAIGUA NATIONAL BANK & TRUST CO	$1.7M	12,856	Added
9	Bangor Savings Bank	$1.4M	10,765	Trimmed
10	GAMMA Investing LLC	$1.0M	7,956	Added
11	Canandaigua National Trust Co of Florida	$942,153	7,277	Added
12	Farther Finance Advisors, LLC	$769,086	5,940	Added
13	Everhart Financial Group, Inc.	$536,006	4,140	Added
14	CX Institutional	$523,000	4,041	Added
15	MOODY NATIONAL BANK TRUST DIVISION	$481,758	3,721	Added
16	ROCKLAND TRUST CO	$414,045	3,198	Trimmed
17	EASTERN BANK	$381,289	2,945	Added
18	Green Alpha Advisors, LLC	$371,792	2,872	Added
19	Kessler Investment Group, LLC	$324,452	2,506	Trimmed
20	Venture Visionary Partners LLC	$319,014	2,464	Added
21	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$277,204	2,140	Trimmed
22	Gouws Capital LLC	$248,065	1,916	Hold
23	SAPIENT CAPITAL LLC	$247,935	1,915	Added
24	Wedmont Private Capital	$247,714	1,933	New
25	Mirador Capital Partners LP	$220,027	1,699	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30