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, Q2 2021
Institutional positions in California Water Service Group as of Jun 30, 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
- 251
- −7 vs. Q1 2021
- Shares held
- 39.6M
- +975.0K (+2.5%) vs. Q1 2021
- Total value
- $2.20B
- +$25.5M (+1.2%) vs. Q1 2021
- New holders
- 16
- 97 more added
- Sold out
- 23
- 79 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 346 | $2.69B |
| Q1 2026 | 339 | $2.32B |
| Q4 2025 | 329 | $2.17B |
| Q3 2025 | 337 | $2.30B |
| Q2 2025 | 338 | $2.29B |
| Q1 2025 | 330 | $2.45B |
| Q4 2024 | 323 | $2.23B |
| Q3 2024 | 324 | $2.63B |
| Q2 2024 | 299 | $2.34B |
| Q1 2024 | 275 | $2.27B |
| Q4 2023 | 285 | $2.47B |
| Q3 2023 | 273 | $2.26B |
| Q2 2023 | 286 | $2.44B |
| Q1 2023 | 299 | $2.61B |
| Q4 2022 | 295 | $2.73B |
| Q3 2022 | 281 | $2.31B |
| Q2 2022 | 281 | $2.44B |
| Q1 2022 | 312 | $2.51B |
| Q4 2021 | 307 | $2.96B |
| Q3 2021 | 268 | $2.40B |
| Q2 2021 | 251 | $2.20B |
| Q1 2021 | 259 | $2.18B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 81 | $4.00K | 0.00% | −35−30.2% | Reduced |
| Asset Dedication, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 66 | $4.00K | 0.00% | −9−12.0% | Reduced |
| Fifth Third Bancorp | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 116 | $6.00K | 0.00% | +68+141.7% | Added |
| Advisory Services Network, LLC | 144 | $8.00K | 0.00% | +144 | New |
| Hantz Financial Services, Inc. | 188 | $10.0K | 0.00% | −6,369−97.1% | Reduced |
| IFP Advisors, Inc | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 216 | $12.0K | 0.00% | −113−34.3% | Reduced |
| Ellevest, Inc. | 225 | $12.0K | 0.00% | +135+150.0% | Added |
| Parkside Financial Bank & Trust | 246 | $14.0K | 0.00% | −837−77.3% | Reduced |
| Parallel Advisors, LLC | 245 | $14.0K | 0.00% | +18+7.9% | Added |
| Northwestern Mutual Wealth Management Co | 276 | $16.0K | 0.00% | −509−64.8% | Reduced |
| Reilly Financial Advisors, LLC | 297 | $16.0K | 0.00% | +297 | New |
| Sageworth Trust Co | 290 | $16.0K | 0.00% | +290 | New |
| Central Trust Co | 304 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 300 | $17.0K | 0.00% | +1+0.3% | Added |
| Signaturefd, LLC | 327 | $18.0K | 0.00% | +59+22.0% | Added |
| Beck Bode, LLC | 350 | $19.0K | 0.01% | +350 | New |
| Fieldpoint Private Securities, LLC | 345 | $22.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $27.8K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 506 | $29.0K | 0.02% | +506 | New |
| Harbour Investments, Inc. | 606 | $34.0K | 0.00% | +4+0.7% | Added |
| Sutton Wealth Advisors Inc. | 625 | $34.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 639 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 706 | $38.0K | 0.00% | +325+85.3% | Added |
| Pinnacle Bancorp, Inc. | 800 | $44.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 806 | $45.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 887 | $49.0K | 0.00% | −4,577−83.8% | Reduced |
| Advisors Asset Management, Inc. | 888 | $49.0K | 0.00% | −360−28.8% | Reduced |
| Mercer Capital Advisers, Inc. | 1,000 | $56.0K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $56.0K | 0.03% | −1−100.0% | Reduced |
| BBVA USA | 1,161 | $64.0K | 0.00% | +1,161 | New |
| CWM, LLC | 1,205 | $67.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $70.0K | 0.00% | −189−13.0% | Reduced |
| Meeder Asset Management Inc | 1,319 | $73.0K | 0.00% | +284+27.4% | Added |
| FMR LLC | 1,400 | $78.0K | 0.00% | +62+4.6% | Added |
| Public Employees Retirement System of Ohio | 1,442 | $80.0K | 0.00% | +137+10.5% | Added |
| Allworth Financial LP | 1,607 | $89.0K | 0.00% | +1,390+640.6% | Added |
| Sittner & Nelson, LLC | 1,620 | $90.0K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $92.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 1,796 | $100.0K | 0.00% | +1,491+488.9% | Added |
| Enterprise Trust & Investment Co | 1,900 | $106.0K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 2,089 | $116.0K | 0.00% | −233−10.0% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $118.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,300 | $128.0K | 0.00% | +2,300 | New |
| Macquarie Group Ltd | 2,342 | $130.0K | 0.00% | −5,423−69.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,500 | $139.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,908 | $162.0K | 0.00% | −2,865−49.6% | Reduced |
| Captrust Financial Advisors | 3,519 | $195.0K | 0.00% | −150−4.1% | Reduced |
| Regents of the University of California | 3,650 | $203.0K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,683 | $204.0K | 0.01% | −99−2.6% | Reduced |
| Bessemer Group Inc | 3,702 | $206.0K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 3,784 | $210.0K | 0.05% | −500−11.7% | Reduced |
| Russell Investments Group, Ltd. | 3,823 | $212.0K | 0.00% | −3,077−44.6% | Reduced |
| Citadel Advisors LLC | 3,839 | $213.0K | 0.00% | −25,050−86.7% | Reduced |
| Boston Family Office LLC | 3,865 | $215.0K | 0.02% | +3,865 | New |
| Blueshift Asset Management, LLC | 3,966 | $220.0K | 0.01% | −3,348−45.8% | Reduced |
| Smithfield Trust Co | 4,000 | $222.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $222.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $222.0K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $222.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,020 | $223.0K | 0.01% | 00.0% | Unchanged |
| Elm Advisors, LLC | 4,032 | $224.0K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,054 | $225.0K | 0.00% | +13+0.3% | Added |
| D. E. Shaw & Co., Inc. | 4,093 | $227.0K | 0.00% | −1,204−22.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,094 | $227.0K | 0.13% | +4,094 | New |
| GHP Investment Advisors, Inc. | 4,137 | $230.0K | 0.02% | −844−16.9% | Reduced |
| BTR Capital Management Inc | 4,200 | $233.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 4,313 | $240.0K | 0.00% | +1,024+31.1% | Added |
| Shell Asset Management Co | 4,410 | $245.0K | 0.00% | +230+5.5% | Added |
| Jane Street Group, LLC | 4,482 | $249.0K | 0.00% | −2,464−35.5% | Reduced |
| AlphaCrest Capital Management LLC | 4,500 | $250.0K | 0.01% | +4,500 | New |
| Baird Financial Group, Inc. | 4,530 | $252.0K | 0.00% | +10.0% | Added |
| Crossmark Global Holdings, Inc. | 4,610 | $256.0K | 0.01% | −140−2.9% | Reduced |
| Lazard Asset Management LLC | 4,678 | $259.0K | 0.00% | −108−2.3% | Reduced |
| First Republic Investment Management, Inc. | 4,694 | $261.0K | 0.00% | −336−6.7% | Reduced |
| North Point Portfolio Managers Corp | 4,708 | $261.0K | 0.04% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,765 | $265.0K | 0.04% | +765+19.1% | Added |
| Geneos Wealth Management Inc. | 4,736 | $268.0K | 0.01% | +6+0.1% | Added |
| ACG Wealth | 4,840 | $269.0K | 0.03% | +20+0.4% | Added |
| DekaBank Deutsche Girozentrale | 5,000 | $272.0K | 0.00% | 00.0% | Unchanged |
| Bluestein R H & Co | 5,000 | $278.0K | 0.01% | −100−2.0% | Reduced |
| Wellington Shields & Co., LLC | 5,000 | $278.0K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,018 | $279.0K | 0.05% | +114+2.3% | Added |
| Old Port Advisors | 5,223 | $303.0K | 0.11% | −125−2.3% | Reduced |
| Mission Wealth Management, LP | 5,568 | $309.0K | 0.02% | −400−6.7% | Reduced |
| Cadence Bank NA | 5,929 | $329.0K | 0.10% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $333.0K | 0.13% | 00.0% | Unchanged |
| Duality Advisers, LP | 6,080 | $338.0K | 0.03% | +6,080 | New |