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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 6,110 | $339.0K | 0.01% | +334+5.8% | Added |
| Arkadios Wealth Advisors | 6,211 | $344.0K | 0.04% | +1,326+27.1% | Added |
| Teacher Retirement System of Texas | 6,429 | $357.0K | 0.00% | +976+17.9% | Added |
| The PNC Financial Services Group, Inc. | 6,458 | $360.0K | 0.00% | −121−1.8% | Reduced |
| Jacobi Capital Management LLC | 6,546 | $363.0K | 0.05% | −451−6.4% | Reduced |
| Hutchinson Capital Management | 6,600 | $367.0K | 0.09% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,692 | $372.0K | 0.07% | +190+2.9% | Added |
| HighTower Advisors, LLC | 6,848 | $381.0K | 0.00% | +2,000+41.3% | Added |
| Advisor Group Holdings, Inc. | 7,079 | $393.0K | 0.00% | −939−11.7% | Reduced |
| Truist Financial Corp | 7,084 | $393.0K | 0.00% | −198−2.7% | Reduced |
| M&T Bank Corp | 7,072 | $393.0K | 0.00% | −4−0.1% | Reduced |
| IndexIQ Advisors LLC | 7,181 | $399.0K | 0.01% | −21−0.3% | Reduced |
| TRUE Private Wealth Advisors | 7,200 | $399.0K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 7,200 | $400.0K | 0.08% | +1,938+36.8% | Added |
| Mutual of America Capital Management LLC | 7,227 | $401.0K | 0.00% | +503+7.5% | Added |
| LPL Financial LLC | 7,277 | $404.0K | 0.00% | +1,204+19.8% | Added |
| HSBC Holdings PLC | 7,263 | $404.0K | 0.00% | +3,196+78.6% | Added |
| Verition Fund Management LLC | 7,543 | $419.0K | 0.01% | −361−4.6% | Reduced |
| Marshall Wace North America L.P. | 7,588 | $421.0K | 0.00% | +7,588 | New |
| Blackhill Capital Inc | 7,600 | $422.0K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,646 | $424.0K | 0.00% | +934+13.9% | Added |
| Pathstone Family Office, LLC | 7,897 | $439.0K | 0.01% | +1,329+20.2% | Added |
| Vident Investment Advisory, LLC | 8,548 | $475.0K | 0.01% | +1,718+25.2% | Added |
| Tortoise Index Solutions, LLC | 8,548 | $475.0K | 0.10% | +1,718+25.2% | Added |
| South Dakota Investment Council | 8,717 | $484.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,979 | $499.0K | 0.02% | +767+9.3% | Added |
| Tudor Investment Corp Et Al | 9,006 | $500.0K | 0.01% | +9,006 | New |
| Public Employees Retirement Association of Colorado | 9,320 | $518.0K | 0.00% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 9,473 | $526.0K | 0.16% | −227−2.3% | Reduced |
| Sovereign Financial Group, Inc. | 9,460 | $533.0K | 0.32% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,662 | $537.0K | 0.01% | +10.0% | Added |
| Huntington National Bank | 10,000 | $555.0K | 0.01% | +10,000 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,330 | $573.7K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 10,664 | $592.0K | 0.01% | +4,260+66.5% | Added |
| Eqis Capital Management, Inc. | 10,967 | $609.0K | 0.05% | +109+1.0% | Added |
| Stifel Financial Corp | 11,215 | $623.0K | 0.00% | −804−6.7% | Reduced |
| Handelsbanken Fonder AB | 11,316 | $628.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,385 | $687.0K | 0.00% | +1,056+9.3% | Added |
| Wedbush Securities Inc | 12,735 | $707.0K | 0.03% | +12,735 | New |
| Balyasny Asset Management LLC | 12,791 | $710.0K | 0.00% | +1,155+9.9% | Added |
| Dynamic Technology Lab Private Ltd | 12,940 | $719.0K | 0.07% | +12,940 | New |
| Nisa Investment Advisors, LLC | 13,350 | $741.0K | 0.00% | −4,300−24.4% | Reduced |
| Arizona State Retirement System | 13,686 | $760.0K | 0.01% | −822−5.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,052 | $780.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 14,125 | $785.0K | 0.29% | +20+0.1% | Added |
| Martingale Asset Management L P | 14,413 | $801.0K | 0.01% | −200−1.4% | Reduced |
| Metropolitan Life Insurance Co | 14,508 | $805.8K | 0.01% | +885+6.5% | Added |
| Victory Capital Management Inc | 14,562 | $809.0K | 0.00% | +1,166+8.7% | Added |
| Krane Funds Advisors LLC | 14,920 | $829.0K | 0.02% | −1,975−11.7% | Reduced |
| Summit Global Investments | 15,097 | $838.0K | 0.05% | +2,500+19.8% | Added |
| SG Americas Securities, LLC | 15,276 | $848.0K | 0.00% | +2,690+21.4% | Added |
| Royal Bank of Canada | 15,283 | $849.0K | 0.00% | +3,495+29.6% | Added |
| AXA S.A. | 15,500 | $861.0K | 0.00% | −6,700−30.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,718 | $873.0K | 0.24% | 00.0% | Unchanged |
| Everence Capital Management Inc | 16,020 | $890.0K | 0.07% | +4,080+34.2% | Added |
| Allianz Asset Management GmbH | 16,225 | $901.0K | 0.00% | +272+1.7% | Added |
| Green Alpha Advisors, LLC | 16,313 | $906.0K | 0.62% | +7,052+76.1% | Added |
| Redpoint Investment Management Pty Ltd | 17,430 | $968.0K | 0.08% | −26,842−60.6% | Reduced |
| Creative Planning | 17,697 | $983.0K | 0.00% | +4,938+38.7% | Added |
| State of Tennessee, Treasury Department | 17,945 | $997.0K | 0.00% | −17,898−49.9% | Reduced |
| Ergoteles LLC | 18,300 | $1.02M | 0.02% | −12,174−39.9% | Reduced |
| MetLife Investment Management | 18,959 | $1.05M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,921 | $1.11M | 0.00% | −1,903−8.7% | Reduced |
| Oregon Public Employees Retirement Fund | 20,405 | $1.13M | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 21,515 | $1.20M | 0.07% | −75−0.3% | Reduced |
| Hoylecohen, LLC | 21,580 | $1.20M | 0.11% | −15−0.1% | Reduced |
| Manchester Capital Management LLC | 21,750 | $1.21M | 0.17% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 21,870 | $1.22M | 0.00% | −71−0.3% | Reduced |
| STRS Ohio | 22,600 | $1.25M | 0.00% | −2,500−10.0% | Reduced |
| Federated Hermes, Inc. | 22,883 | $1.27M | 0.00% | +4,239+22.7% | Added |
| Louisiana State Employees Retirement System | 22,900 | $1.27M | 0.03% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 24,300 | $1.35M | 0.18% | 00.0% | Unchanged |
| Amalgamated Bank | 24,659 | $1.37M | 0.01% | +17,405+239.9% | Added |
| Private Advisor Group, LLC | 25,398 | $1.41M | 0.01% | −370−1.4% | Reduced |
| PDT Partners, LLC | 25,841 | $1.44M | 0.09% | −4,126−13.8% | Reduced |
| California Public Employees Retirement System | 28,324 | $1.57M | 0.00% | −87,602−75.6% | Reduced |
| Aptus Capital Advisors, LLC | 28,493 | $1.58M | 0.07% | +6,958+32.3% | Added |
| Manufacturers Life Insurance Company, The | 28,622 | $1.59M | 0.00% | +1,143+4.2% | Added |
| Magellan Asset Management Ltd | 29,669 | $1.65M | 0.00% | −1,091−3.5% | Reduced |
| Bridge City Capital, LLC | 32,192 | $1.79M | 0.61% | +6,569+25.6% | Added |
| American International Group, Inc. | 32,998 | $1.83M | 0.01% | +70.0% | Added |
| Citigroup Inc | 33,049 | $1.84M | 0.00% | +26,903+437.7% | Added |
| UBS Group AG | 34,906 | $1.94M | 0.00% | −20,700−37.2% | Reduced |
| State of Alaska, Department of Revenue | 35,174 | $1.95M | 0.02% | +1,091+3.2% | Added |
| First National Corp | 40,974 | $1.95M | 0.67% | −5,423−11.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 35,221 | $1.96M | 0.04% | 00.0% | Unchanged |
| Texas Permanent School Fund | 37,884 | $2.10M | 0.02% | +269+0.7% | Added |
| Nia Impact Advisors, LLC | 39,878 | $2.21M | 1.08% | +1,187+3.1% | Added |
| AMP Capital Investors Ltd | 40,255 | $2.23M | 0.01% | −1,044−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 40,438 | $2.25M | 0.00% | +691+1.7% | Added |
| Bank of Montreal | 38,711 | $2.28M | 0.00% | +5,527+16.7% | Added |
| Thrivent Financial for Lutherans | 41,558 | $2.31M | 0.00% | +199+0.5% | Added |
| Gabelli Funds LLC | 44,400 | $2.47M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,411 | $2.47M | 0.01% | +32,096+260.6% | Added |
| Barclays PLC | 44,570 | $2.48M | 0.00% | −18,734−29.6% | Reduced |
| State of New Jersey Common Pension Fund D | 44,662 | $2.48M | 0.01% | −6,118−12.0% | Reduced |
| Mercer Global Advisors Inc | 45,131 | $2.51M | 0.02% | +58+0.1% | Added |
| NFJ Investment Group, LLC | 45,359 | $2.52M | 0.05% | +16,117+55.1% | Added |
| Envestnet Asset Management Inc | 49,587 | $2.75M | 0.00% | +455+0.9% | Added |
| Credit Suisse AG | 49,813 | $2.76M | 0.00% | +3,279+7.0% | Added |