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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 15,276 | $848.0K | 0.00% | +2,690+21.4% | Added |
| Summit Global Investments | 15,097 | $838.0K | 0.05% | +2,500+19.8% | Added |
| Krane Funds Advisors LLC | 14,920 | $829.0K | 0.02% | −1,975−11.7% | Reduced |
| Victory Capital Management Inc | 14,562 | $809.0K | 0.00% | +1,166+8.7% | Added |
| Metropolitan Life Insurance Co | 14,508 | $805.8K | 0.01% | +885+6.5% | Added |
| Martingale Asset Management L P | 14,413 | $801.0K | 0.01% | −200−1.4% | Reduced |
| Clean Yield Group | 14,125 | $785.0K | 0.29% | +20+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 14,052 | $780.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,686 | $760.0K | 0.01% | −822−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 13,350 | $741.0K | 0.00% | −4,300−24.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,940 | $719.0K | 0.07% | +12,940 | New |
| Balyasny Asset Management LLC | 12,791 | $710.0K | 0.00% | +1,155+9.9% | Added |
| Wedbush Securities Inc | 12,735 | $707.0K | 0.03% | +12,735 | New |
| Commonwealth Equity Services, LLC | 12,385 | $687.0K | 0.00% | +1,056+9.3% | Added |
| Handelsbanken Fonder AB | 11,316 | $628.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,215 | $623.0K | 0.00% | −804−6.7% | Reduced |
| Eqis Capital Management, Inc. | 10,967 | $609.0K | 0.05% | +109+1.0% | Added |
| ETF Managers Group, LLC | 10,664 | $592.0K | 0.01% | +4,260+66.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,330 | $573.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 10,000 | $555.0K | 0.01% | +10,000 | New |
| D.A. Davidson & Co. | 9,662 | $537.0K | 0.01% | +10.0% | Added |
| Sovereign Financial Group, Inc. | 9,460 | $533.0K | 0.32% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 9,473 | $526.0K | 0.16% | −227−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 9,320 | $518.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 9,006 | $500.0K | 0.01% | +9,006 | New |
| Exchange Traded Concepts, LLC | 8,979 | $499.0K | 0.02% | +767+9.3% | Added |
| South Dakota Investment Council | 8,717 | $484.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Pathstone Family Office, LLC | 7,897 | $439.0K | 0.01% | +1,329+20.2% | Added |
| Van Eck Associates Corp | 7,646 | $424.0K | 0.00% | +934+13.9% | Added |
| Blackhill Capital Inc | 7,600 | $422.0K | 0.04% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 7,588 | $421.0K | 0.00% | +7,588 | New |
| Verition Fund Management LLC | 7,543 | $419.0K | 0.01% | −361−4.6% | Reduced |
| 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 |
| Mutual of America Capital Management LLC | 7,227 | $401.0K | 0.00% | +503+7.5% | Added |
| Virtue Capital Management, LLC | 7,200 | $400.0K | 0.08% | +1,938+36.8% | Added |
| 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 |
| 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 |
| HighTower Advisors, LLC | 6,848 | $381.0K | 0.00% | +2,000+41.3% | Added |
| Wealth Architects, LLC | 6,692 | $372.0K | 0.07% | +190+2.9% | Added |
| Hutchinson Capital Management | 6,600 | $367.0K | 0.09% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,546 | $363.0K | 0.05% | −451−6.4% | Reduced |
| The PNC Financial Services Group, Inc. | 6,458 | $360.0K | 0.00% | −121−1.8% | Reduced |
| Teacher Retirement System of Texas | 6,429 | $357.0K | 0.00% | +976+17.9% | Added |
| Arkadios Wealth Advisors | 6,211 | $344.0K | 0.04% | +1,326+27.1% | Added |
| Profund Advisors LLC | 6,110 | $339.0K | 0.01% | +334+5.8% | Added |
| Duality Advisers, LP | 6,080 | $338.0K | 0.03% | +6,080 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $333.0K | 0.13% | 00.0% | Unchanged |
| Cadence Bank NA | 5,929 | $329.0K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,568 | $309.0K | 0.02% | −400−6.7% | Reduced |
| Old Port Advisors | 5,223 | $303.0K | 0.11% | −125−2.3% | Reduced |
| Creative Financial Designs Inc | 5,018 | $279.0K | 0.05% | +114+2.3% | Added |
| 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 |
| DekaBank Deutsche Girozentrale | 5,000 | $272.0K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 4,840 | $269.0K | 0.03% | +20+0.4% | Added |
| Geneos Wealth Management Inc. | 4,736 | $268.0K | 0.01% | +6+0.1% | Added |
| Stewart & Patten Co LLC | 4,765 | $265.0K | 0.04% | +765+19.1% | Added |
| 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 |
| Lazard Asset Management LLC | 4,678 | $259.0K | 0.00% | −108−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,610 | $256.0K | 0.01% | −140−2.9% | Reduced |
| Baird Financial Group, Inc. | 4,530 | $252.0K | 0.00% | +10.0% | Added |
| AlphaCrest Capital Management LLC | 4,500 | $250.0K | 0.01% | +4,500 | New |
| Jane Street Group, LLC | 4,482 | $249.0K | 0.00% | −2,464−35.5% | Reduced |
| Shell Asset Management Co | 4,410 | $245.0K | 0.00% | +230+5.5% | Added |
| US Bancorp | 4,313 | $240.0K | 0.00% | +1,024+31.1% | Added |
| BTR Capital Management Inc | 4,200 | $233.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,137 | $230.0K | 0.02% | −844−16.9% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 4,054 | $225.0K | 0.00% | +13+0.3% | Added |
| Elm Advisors, LLC | 4,032 | $224.0K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,020 | $223.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Blueshift Asset Management, LLC | 3,966 | $220.0K | 0.01% | −3,348−45.8% | Reduced |
| Boston Family Office LLC | 3,865 | $215.0K | 0.02% | +3,865 | New |
| Citadel Advisors LLC | 3,839 | $213.0K | 0.00% | −25,050−86.7% | Reduced |
| Russell Investments Group, Ltd. | 3,823 | $212.0K | 0.00% | −3,077−44.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,784 | $210.0K | 0.05% | −500−11.7% | Reduced |
| Bessemer Group Inc | 3,702 | $206.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,683 | $204.0K | 0.01% | −99−2.6% | Reduced |
| Regents of the University of California | 3,650 | $203.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,519 | $195.0K | 0.00% | −150−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,908 | $162.0K | 0.00% | −2,865−49.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,500 | $139.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,342 | $130.0K | 0.00% | −5,423−69.8% | Reduced |
| Group One Trading, L.P. | 2,300 | $128.0K | 0.00% | +2,300 | New |
| Stonebridge Capital Advisors LLC | 2,125 | $118.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,089 | $116.0K | 0.00% | −233−10.0% | Reduced |
| Enterprise Trust & Investment Co | 1,900 | $106.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 1,796 | $100.0K | 0.00% | +1,491+488.9% | Added |