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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $92.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $90.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,607 | $89.0K | 0.00% | +1,390+640.6% | Added |
| Public Employees Retirement System of Ohio | 1,442 | $80.0K | 0.00% | +137+10.5% | Added |
| FMR LLC | 1,400 | $78.0K | 0.00% | +62+4.6% | Added |
| Meeder Asset Management Inc | 1,319 | $73.0K | 0.00% | +284+27.4% | Added |
| HM Payson & Co | 1,260 | $70.0K | 0.00% | −189−13.0% | Reduced |
| CWM, LLC | 1,205 | $67.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,161 | $64.0K | 0.00% | +1,161 | New |
| 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 |
| 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 |
| Hexagon Capital Partners LLC | 806 | $45.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $44.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 706 | $38.0K | 0.00% | +325+85.3% | Added |
| AdvisorNet Financial, Inc | 639 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 625 | $34.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 606 | $34.0K | 0.00% | +4+0.7% | Added |
| Wealth Quarterback LLC | 506 | $29.0K | 0.02% | +506 | New |
| Leonteq Securities AG | 500 | $27.8K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 345 | $22.0K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 350 | $19.0K | 0.01% | +350 | New |
| Signaturefd, LLC | 327 | $18.0K | 0.00% | +59+22.0% | Added |
| Central Trust Co | 304 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 300 | $17.0K | 0.00% | +1+0.3% | 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 |
| 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 |
| Versant Capital Management, Inc | 216 | $12.0K | 0.00% | −113−34.3% | Reduced |
| Ellevest, Inc. | 225 | $12.0K | 0.00% | +135+150.0% | Added |
| M&R Capital Management Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 144 | $8.00K | 0.00% | +144 | New |
| 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 |
| Fifth Third Bancorp | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 85 | $5.00K | 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 |
| Baldwin Brothers Inc | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −42,316−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −40,966−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −37,349−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,451−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,547−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,633−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,632−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,081−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −5,877−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −5,819−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,588−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,191−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| 6 Meridian | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| TCF National Bank | – | – | – | – | Not filed |