STOCK TITAN

Wellington Group discloses 5.79% stake in American Water (AWK)

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

American Water Works Company, Inc. Schedule 13G: Wellington-affiliated entities report beneficial ownership of 11,313,847 shares, representing 5.79% of common stock as of 03/31/2026. The filing attributes voting and dispositive powers as shared among Wellington entities and states holdings are owned of record by clients of Wellington investment advisers.

Positive

  • None.

Negative

  • None.

Insights

Wellington and affiliates report a >5% passive stake in AWK.

Wellington Management Group LLP and related entities collectively disclose 11,313,847 shares (reported 5.79%) as of 03/31/2026. The filing shows shared voting and dispositive power across multiple Wellington entities, reflecting pooled client holdings rather than a single-account position.

Cash‑flow treatment and specific client identities are not listed; subsequent filings would show changes in position if thresholds are crossed.

Disclosure clarifies control lines and adviser relationships.

The schedule lists parent and subsidiary relationships (e.g., Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP) and names the Wellington Investment Advisers as record holders, indicating delegated investment authority and shared power entries in Items 6–8.

This is a standard beneficial‑ownership disclosure under Schedule 13G for passive investors; no transaction details or change-of-control statements are included.

Beneficial ownership 11,313,847 shares reported beneficially owned as of 03/31/2026
Percent of class 5.79% percent of common stock as reported on Schedule 13G
CUSIP 030420103 American Water Works Company, Inc. common stock identifier
Schedule 13G regulatory
"Item 1. (a) Name of issuer: American Water Works Company, Inc."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Item 4. (a) Amount beneficially owned: See the responses to Item 9"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Shared dispositive power financial
"8 | Shared Dispositive Power 11,301,383.00"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What stake does Wellington report in American Water (AWK)?

Wellington-affiliated entities report beneficial ownership of 11,313,847 shares, equal to 5.79% of AWK common stock as of 03/31/2026. The shares are owned of record by clients of Wellington Investment Advisers, per the filing.

Which Wellington entities are named on the Schedule 13G for AWK?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as the reporting persons with shared powers listed on cover pages.

Does the Schedule 13G show Wellington controls AWK votes?

The filing reports shared voting power and shared dispositive power among Wellington entities (e.g., 11,221,688 shared voting), indicating discretionary influence via advisers but not sole voting control over the reported shares.

Are the reported AWK shares owned directly by Wellington?

No; the schedule states the shares are owned of record by clients of the Wellington Investment Advisers. Wellington entities report beneficial ownership on behalf of those clients rather than direct proprietary holdings.





030420103

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026