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, Q3 2021
Institutional positions in California Water Service Group as of Sep 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
- 268
- +20 vs. Q2 2021
- Shares held
- 40.7M
- +2.44M (+6.4%) vs. Q2 2021
- Total value
- $2.40B
- +$272.3M (+12.8%) vs. Q2 2021
- New holders
- 38
- 98 more added
- Sold out
- 18
- 75 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 1,172 | $0 | 0.00% | −624−34.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $0 | 0.00% | +8 | New |
| Gradient Investments LLC | 17 | $1.00K | 0.00% | +17 | New |
| Carroll Financial Associates, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 22 | $1.00K | 0.00% | +22 | New |
| Fifth Third Bancorp | 31 | $2.00K | 0.00% | −63−67.0% | Reduced |
| Column Capital Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 50 | $3.00K | 0.00% | −10−16.7% | Reduced |
| Bellevue Asset Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 76 | $4.00K | 0.00% | −9−10.6% | Reduced |
| Asset Dedication, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 72 | $4.00K | 0.00% | −9−11.1% | Reduced |
| Lindbrook Capital, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 79 | $5.00K | 0.00% | +23+41.1% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 96 | $6.00K | 0.00% | +96 | New |
| Liberty Wealth Management LLC | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 139 | $8.00K | 0.00% | +23+19.8% | Added |
| M&R Capital Management Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 199 | $13.0K | 0.00% | +12+6.4% | Added |
| Ellevest, Inc. | 238 | $14.0K | 0.00% | +13+5.8% | Added |
| Parkside Financial Bank & Trust | 249 | $15.0K | 0.00% | +3+1.2% | Added |
| Versant Capital Management, Inc | 268 | $16.0K | 0.01% | +52+24.1% | Added |
| Sageworth Trust Co | 290 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 304 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 301 | $18.0K | 0.00% | +1+0.3% | Added |
| Fieldpoint Private Securities, LLC | 345 | $20.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 419 | $24.0K | 0.00% | −3,404−89.0% | Reduced |
| Signaturefd, LLC | 454 | $27.0K | 0.00% | +127+38.8% | Added |
| Parallel Advisors, LLC | 486 | $29.0K | 0.00% | +241+98.4% | Added |
| Leonteq Securities AG | 500 | $29.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 556 | $32.0K | 0.00% | +280+101.4% | Added |
| Harbour Investments, Inc. | 586 | $35.0K | 0.00% | −20−3.3% | Reduced |
| Point72 Hong Kong Ltd | 599 | $35.0K | 0.00% | +599 | New |
| Sutton Wealth Advisors Inc. | 625 | $36.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 639 | $38.0K | 0.00% | −249−28.0% | Reduced |
| AdvisorNet Financial, Inc | 639 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 723 | $41.0K | 0.00% | +17+2.4% | Added |
| Hexagon Capital Partners LLC | 806 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $47.0K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $59.0K | 0.04% | 0 | Unchanged |
| BBVA USA | 1,178 | $69.0K | 0.00% | +17+1.5% | Added |
| HM Payson & Co | 1,260 | $74.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,375 | $81.0K | 0.00% | −25−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,494 | $88.0K | 0.00% | +52+3.6% | Added |
| Sittner & Nelson, LLC | 1,620 | $95.0K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $98.0K | 0.04% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,900 | $112.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,006 | $118.0K | 0.01% | +687+52.1% | Added |
| Vestcor Inc | 2,089 | $123.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,125 | $125.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,380 | $140.0K | 0.00% | +38+1.6% | Added |
| Tower Research Capital LLC (TRC) | 2,413 | $143.0K | 0.00% | −495−17.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,500 | $147.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,841 | $167.0K | 0.00% | −678−19.3% | Reduced |
| US Bancorp | 3,186 | $188.0K | 0.00% | −1,127−26.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,398 | $200.0K | 0.00% | +3,398 | New |
| Schonfeld Strategic Advisors LLC | 3,400 | $200.0K | 0.00% | +3,400 | New |
| RB Capital Management, LLC | 3,419 | $201.0K | 0.08% | +3,419 | New |
| Stratos Wealth Advisors, LLC | 3,413 | $201.0K | 0.02% | +3,413 | New |
| Natixis Investment Managers International | 3,474 | $204.0K | 0.01% | −209−5.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 3,594 | $212.0K | 0.14% | −500−12.2% | Reduced |
| Allworth Financial LP | 3,612 | $213.0K | 0.00% | +2,005+124.8% | Added |
| Regents of the University of California | 3,650 | $215.0K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,714 | $219.0K | 0.00% | +3,714 | New |
| Bessemer Group Inc | 3,752 | $221.0K | 0.00% | +50+1.4% | Added |
| Cutter & CO Brokerage, Inc. | 3,784 | $223.0K | 0.05% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 3,754 | $223.0K | 0.00% | +3,754 | New |
| Boston Family Office LLC | 3,865 | $228.0K | 0.02% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,000 | $236.0K | 0.04% | −765−16.1% | Reduced |
| Smithfield Trust Co | 4,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $236.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $236.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,020 | $237.0K | 0.01% | 00.0% | Unchanged |
| Elm Advisors, LLC | 4,032 | $238.0K | 0.14% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,066 | $240.0K | 0.00% | +12+0.3% | Added |
| GHP Investment Advisors, Inc. | 4,140 | $244.0K | 0.02% | +3+0.1% | Added |
| Shell Asset Management Co | 4,210 | $248.0K | 0.01% | −200−4.5% | Reduced |
| BTR Capital Management Inc | 4,200 | $248.0K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,358 | $257.0K | 0.02% | +4,358 | New |
| Crossmark Global Holdings, Inc. | 4,550 | $268.0K | 0.01% | −60−1.3% | Reduced |
| Quantbot Technologies LP | 4,682 | $275.0K | 0.02% | +4,682 | New |
| North Point Portfolio Managers Corp | 4,708 | $277.0K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,696 | $277.0K | 0.00% | +20.0% | Added |
| Geneos Wealth Management Inc. | 4,740 | $278.0K | 0.01% | +4+0.1% | Added |
| Humankind Investments LLC | 4,743 | $280.0K | 0.13% | +4,743 | New |
| Phoenix Holdings Ltd. | 4,787 | $284.0K | 0.01% | +4,787 | New |
| DekaBank Deutsche Girozentrale | 5,000 | $290.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 4,950 | $292.0K | 0.04% | +4,950 | New |
| Bluestein R H & Co | 5,000 | $295.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,000 | $295.0K | 0.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,029 | $296.0K | 0.00% | +499+11.0% | Added |
| Mission Wealth Management, LP | 5,105 | $301.0K | 0.02% | −463−8.3% | Reduced |
| Old Port Advisors | 5,050 | $305.0K | 0.11% | −173−3.3% | Reduced |
| Profund Advisors LLC | 5,206 | $307.0K | 0.01% | −904−14.8% | Reduced |
| Creative Financial Designs Inc | 5,304 | $313.0K | 0.05% | +286+5.7% | Added |