Skip to main content

California Water Service Group

CWT
Exchange
NYSE
Industry
Water Supply
SEC CIK
0001035201

In the last 90 days, California Water Service Group insiders filed 0 open-market purchases and 2 sales; 346 institutions reported holding it in 13F filings for Q2 2026, worth $2.69B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in California Water Service Group as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
259
No complete 13F data for Q4 2020
Shares held
38.6M
No complete 13F data for Q4 2020
Total value
$2.18B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CWT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 259 institutions
Q1 2021: 259 institutionsQ2 2021: 251 institutionsQ3 2021: 268 institutionsQ4 2021: 307 institutionsQ1 2022: 312 institutionsQ2 2022: 281 institutionsQ3 2022: 281 institutionsQ4 2022: 295 institutionsQ1 2023: 299 institutionsQ2 2023: 286 institutionsQ3 2023: 273 institutionsQ4 2023: 285 institutionsQ1 2024: 275 institutionsQ2 2024: 299 institutionsQ3 2024: 324 institutionsQ4 2024: 323 institutionsQ1 2025: 330 institutionsQ2 2025: 338 institutionsQ3 2025: 337 institutionsQ4 2025: 329 institutionsQ1 2026: 339 institutionsQ2 2026: 346 institutions
Value heldQ1 2021: $2.18B
Q1 2021: $2.18BQ2 2021: $2.20BQ3 2021: $2.40BQ4 2021: $2.96BQ1 2022: $2.51BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.73BQ1 2023: $2.61BQ2 2023: $2.44BQ3 2023: $2.26BQ4 2023: $2.47BQ1 2024: $2.27BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.23BQ1 2025: $2.45BQ2 2025: $2.29BQ3 2025: $2.30BQ4 2025: $2.17BQ1 2026: $2.32BQ2 2026: $2.69B
Institutions holding CWT and their total value by quarter
QuarterHoldersValue
Q2 2026346$2.69B
Q1 2026339$2.32B
Q4 2025329$2.17B
Q3 2025337$2.30B
Q2 2025338$2.29B
Q1 2025330$2.45B
Q4 2024323$2.23B
Q3 2024324$2.63B
Q2 2024299$2.34B
Q1 2024275$2.27B
Q4 2023285$2.47B
Q3 2023273$2.26B
Q2 2023286$2.44B
Q1 2023299$2.61B
Q4 2022295$2.73B
Q3 2022281$2.31B
Q2 2022281$2.44B
Q1 2022312$2.51B
Q4 2021307$2.96B
Q3 2021268$2.40B
Q2 2021251$2.20B
Q1 2021259$2.18B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding California Water Service Group.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CWT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arizona State Retirement System14,508$817.0K0.01%––
Clean Yield Group14,105$795.0K0.33%––
Teachers Retirement System of the State of Kentucky14,052$792.0K0.01%––
Metropolitan Life Insurance Co13,623$767.5K0.01%––
Victory Capital Management Inc13,396$755.0K0.00%––
Creative Planning12,759$719.0K0.00%––
Summit Global Investments12,597$710.0K0.05%––
SG Americas Securities, LLC12,586$709.0K0.00%––
ExodusPoint Capital Management, LP12,451$701.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)12,315$694.0K0.00%––
Stifel Financial Corp12,019$677.0K0.00%––
Everence Capital Management Inc11,940$673.0K0.06%––
Royal Bank of Canada11,788$664.0K0.00%––
Balyasny Asset Management LLC11,636$656.0K0.00%––
HRT Financial LP11,547$650.0K0.01%––
Commonwealth Equity Services, LLC11,329$638.0K0.00%––
Handelsbanken Fonder AB11,316$638.0K0.00%––
Eqis Capital Management, Inc.10,858$612.0K0.05%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main10,330$582.0K0.00%––
TCF National Bank10,000$563.0K0.06%––
CoreCommodity Management, LLC9,700$546.0K0.23%––
D.A. Davidson & Co.9,661$544.0K0.01%––
Susquehanna International Group, LLP9,633$543.0K0.00%––
Sovereign Financial Group, Inc.9,460$533.0K0.33%––
Public Employees Retirement Association of Colorado9,320$525.0K0.00%––
Green Alpha Advisors, LLC9,261$522.0K0.52%––
South Dakota Investment Council8,717$491.0K0.01%––
Exchange Traded Concepts, LLC8,212$463.0K0.02%––
Advisor Group Holdings, Inc.8,018$452.0K0.00%––
Verition Fund Management LLC7,904$445.0K0.01%––
Macquarie Group Ltd7,765$438.0K0.00%––
Squarepoint Ops LLC7,632$430.0K0.00%––
Blackhill Capital Inc7,600$428.0K0.04%––
Blueshift Asset Management, LLC7,314$412.0K0.04%––
Truist Financial Corp7,282$410.0K0.00%––
Amalgamated Bank7,254$409.0K0.02%––
IndexIQ Advisors LLC7,202$406.0K0.01%––
TRUE Private Wealth Advisors7,200$406.0K0.07%––
Mirabella Financial Services LLP7,081$399.0K0.12%––
M&T Bank Corp7,076$398.0K0.00%––
Jacobi Capital Management LLC6,997$394.0K0.06%––
Jane Street Group, LLC6,946$391.0K0.00%––
Russell Investments Group, Ltd.6,900$388.0K0.00%––
Vident Investment Advisory, LLC6,830$385.0K0.01%––
Tortoise Index Solutions, LLC6,830$385.0K0.09%––
Mutual of America Capital Management LLC6,724$379.0K0.00%––
Van Eck Associates Corp6,712$378.0K0.00%––
Hutchinson Capital Management6,600$372.0K0.09%––
The PNC Financial Services Group, Inc.6,579$371.0K0.00%––
Pathstone Family Office, LLC6,568$370.0K0.01%––
Hantz Financial Services, Inc.6,557$369.0K0.02%––
Wealth Architects, LLC6,502$366.0K0.08%––
ETF Managers Group, LLC6,404$357.0K0.01%––
Citigroup Inc6,146$347.0K0.00%––
LPL Financial LLC6,073$342.0K0.00%––
Mitchell McLeod Pugh & Williams Inc6,000$338.0K0.14%––
Mission Wealth Management, LP5,968$336.0K0.02%––
Cadence Bank NA5,929$334.0K0.11%––
Mitsubishi UFJ Trust & Banking Corp5,877$331.0K0.00%––
Janus Henderson Group PLC5,819$328.0K0.00%––
Profund Advisors LLC5,776$325.0K0.01%––
Tower Research Capital LLC (TRC)5,773$325.0K0.01%––
Man Group plc5,588$315.0K0.00%––
Panagora Asset Management Inc5,464$308.0K0.00%––
Teacher Retirement System of Texas5,453$307.0K0.00%––
Old Port Advisors5,348$301.0K0.12%––
D. E. Shaw & Co., Inc.5,297$298.0K0.00%––
Virtue Capital Management, LLC5,262$296.0K0.07%––
DuPont Capital Management Corp5,231$295.0K0.01%––
Bluestein R H & Co5,100$287.0K0.01%––
First Republic Investment Management, Inc.5,030$283.0K0.00%––
Wellington Shields & Co., LLC5,000$282.0K0.10%––
GHP Investment Advisors, Inc.4,981$281.0K0.02%––
Geneos Wealth Management Inc.4,730$277.0K0.01%––
Creative Financial Designs Inc4,904$276.0K0.05%––
Arkadios Wealth Advisors4,885$275.0K0.05%––
DekaBank Deutsche Girozentrale5,000$274.0K0.00%––
HighTower Advisors, LLC4,848$273.0K0.00%––
ACG Wealth4,820$272.0K0.04%––
Lazard Asset Management LLC4,786$269.0K0.00%––
Crossmark Global Holdings, Inc.4,750$268.0K0.01%––
North Point Portfolio Managers Corp4,708$265.0K0.04%––
Baird Financial Group, Inc.4,529$255.0K0.00%––
Sowell Financial Services LLC4,191$243.0K0.01%––
Cutter & CO Brokerage, Inc.4,284$241.0K0.06%––
BTR Capital Management Inc4,200$237.0K0.03%––
Shell Asset Management Co4,180$236.0K0.00%––
HSBC Holdings PLC4,067$230.0K0.00%––
Steward Partners Investment Advisory, LLC4,041$227.7K0.00%––
Elm Advisors, LLC4,032$227.0K0.14%––
Ameritas Investment Partners, Inc.4,020$226.0K0.01%––
Stewart & Patten Co LLC4,000$225.0K0.04%––
Smithfield Trust Co4,000$225.0K0.02%––
Whittier Trust Co4,000$225.0K0.00%––
Argent Trust Co4,000$225.0K0.02%––
Delta Investment Management, LLC4,000$225.0K0.07%––
Stephens Inc3,933$222.0K0.00%––
Natixis Investment Managers International3,782$213.0K0.01%––
Bessemer Group Inc3,702$209.0K0.00%––
6 Meridian3,707$209.0K0.02%––