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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 5,380 | $317.0K | 0.02% | +1,414+35.7% | Added |
| Cadence Bank NA | 5,729 | $338.0K | 0.10% | −200−3.4% | Reduced |
| Federated Hermes, Inc. | 5,795 | $341.0K | 0.00% | −17,088−74.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $354.0K | 0.13% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,070 | $357.0K | 0.05% | −141−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,428 | $379.0K | 0.00% | −30−0.5% | Reduced |
| Wealth Architects, LLC | 6,464 | $381.0K | 0.07% | −228−3.4% | Reduced |
| 6 Meridian | 6,463 | $381.0K | 0.03% | +6,463 | New |
| Jacobi Capital Management LLC | 6,500 | $383.0K | 0.05% | −46−0.7% | Reduced |
| Capital Wealth Planning, LLC | 6,513 | $384.0K | 0.01% | +6,513 | New |
| Hutchinson Capital Management | 6,600 | $389.0K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,641 | $391.0K | 0.00% | −438−6.2% | Reduced |
| HSBC Holdings PLC | 6,582 | $393.0K | 0.00% | −681−9.4% | Reduced |
| HighTower Advisors, LLC | 6,848 | $404.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,872 | $405.0K | 0.00% | −355−4.9% | Reduced |
| M&T Bank Corp | 7,108 | $419.0K | 0.00% | +36+0.5% | Added |
| TRUE Private Wealth Advisors | 7,200 | $424.0K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 7,455 | $439.0K | 0.00% | +178+2.4% | Added |
| Susquehanna International Group, LLP | 7,451 | $439.0K | 0.00% | +7,451 | New |
| Blackhill Capital Inc | 7,600 | $448.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,800 | $457.0K | 0.00% | +7,800 | New |
| Millennium Management LLC | 7,826 | $461.0K | 0.00% | +7,826 | New |
| IndexIQ Advisors LLC | 7,980 | $470.0K | 0.02% | +799+11.1% | Added |
| Teacher Retirement System of Texas | 8,102 | $477.0K | 0.00% | +1,673+26.0% | Added |
| Pathstone Family Office, LLC | 8,414 | $496.0K | 0.01% | +517+6.5% | Added |
| Van Eck Associates Corp | 8,404 | $496.0K | 0.00% | +758+9.9% | Added |
| Janus Henderson Group PLC | 8,448 | $498.0K | 0.00% | +8,448 | New |
| Virtue Capital Management, LLC | 8,623 | $508.0K | 0.09% | +1,423+19.8% | Added |
| South Dakota Investment Council | 8,717 | $514.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 8,718 | $514.0K | 0.00% | +1,634+23.1% | Added |
| BBR Partners, LLC | 9,049 | $533.0K | 0.04% | +9,049 | New |
| Public Employees Retirement Association of Colorado | 9,320 | $549.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 9,386 | $553.0K | 0.00% | +9,386 | New |
| Summit Global Investments | 9,597 | $566.0K | 0.04% | −5,500−36.4% | Reduced |
| Victory Capital Management Inc | 9,635 | $568.0K | 0.00% | −4,927−33.8% | Reduced |
| D.A. Davidson & Co. | 9,762 | $575.0K | 0.01% | +100+1.0% | Added |
| Eqis Capital Management, Inc. | 9,958 | $587.0K | 0.04% | −1,009−9.2% | Reduced |
| Huntington National Bank | 10,000 | $589.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,120 | $596.0K | 0.03% | +10,120 | New |
| Vident Investment Advisory, LLC | 10,274 | $605.0K | 0.02% | +1,726+20.2% | Added |
| Tortoise Index Solutions, LLC | 10,274 | $605.0K | 0.14% | +1,726+20.2% | Added |
| Sovereign Financial Group, Inc. | 10,410 | $613.0K | 0.35% | +950+10.0% | Added |
| Stifel Financial Corp | 10,789 | $636.0K | 0.00% | −426−3.8% | Reduced |
| Krane Funds Advisors LLC | 11,092 | $654.0K | 0.01% | −3,828−25.7% | Reduced |
| Handelsbanken Fonder AB | 11,316 | $667.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 11,611 | $691.0K | 0.01% | +947+8.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,830 | $697.1K | 0.00% | +1,500+14.5% | Added |
| HRT Financial LP | 12,252 | $722.0K | 0.00% | +12,252 | New |
| Manchester Capital Management LLC | 12,701 | $748.0K | 0.10% | −9,049−41.6% | Reduced |
| Wedbush Securities Inc | 12,739 | $751.0K | 0.04% | +40.0% | Added |
| Qube Research & Technologies Ltd | 12,822 | $756.0K | 0.01% | +12,822 | New |
| Commonwealth Equity Services, LLC | 13,247 | $780.0K | 0.00% | +862+7.0% | Added |
| Nisa Investment Advisors, LLC | 13,350 | $787.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,479 | $794.3K | 0.01% | −1,029−7.1% | Reduced |
| Arizona State Retirement System | 13,847 | $816.0K | 0.01% | +161+1.2% | Added |
| AlphaCrest Capital Management LLC | 14,018 | $826.0K | 0.04% | +9,518+211.5% | Added |
| Teachers Retirement System of the State of Kentucky | 14,052 | $828.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 14,105 | $831.0K | 0.29% | −20−0.1% | Reduced |
| Balyasny Asset Management LLC | 14,138 | $833.0K | 0.00% | +1,347+10.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 15,718 | $926.0K | 0.24% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,158 | $951.0K | 0.00% | +875+5.7% | Added |
| State of Tennessee, Treasury Department | 16,217 | $956.0K | 0.00% | −1,728−9.6% | Reduced |
| Jennison Associates LLC | 16,471 | $971.0K | 0.00% | +16,471 | New |
| Green Alpha Advisors, LLC | 16,794 | $990.0K | 0.68% | +481+2.9% | Added |
| Creative Planning | 16,820 | $991.0K | 0.00% | −877−5.0% | Reduced |
| APG Asset Management N.V. | 19,500 | $992.0K | 0.00% | +19,500 | New |
| Allianz Asset Management GmbH | 17,238 | $1.02M | 0.00% | +1,013+6.2% | Added |
| Assenagon Asset Management S.A. | 17,306 | $1.02M | 0.00% | +17,306 | New |
| MetLife Investment Management | 17,574 | $1.04M | 0.01% | −1,385−7.3% | Reduced |
| Everence Capital Management Inc | 18,130 | $1.07M | 0.09% | +2,110+13.2% | Added |
| Exchange Traded Concepts, LLC | 19,280 | $1.14M | 0.03% | +10,301+114.7% | Added |
| Duality Advisers, LP | 20,132 | $1.19M | 0.09% | +14,052+231.1% | Added |
| Voya Investment Management LLC | 20,171 | $1.19M | 0.00% | +250+1.3% | Added |
| Cubist Systematic Strategies, LLC | 20,418 | $1.20M | 0.02% | +20,418 | New |
| Maryland State Retirement & Pension System | 20,218 | $1.21M | 0.03% | +20,218 | New |
| Oregon Public Employees Retirement Fund | 20,723 | $1.22M | 0.01% | +318+1.6% | Added |
| Independent Advisor Alliance | 20,992 | $1.24M | 0.07% | −523−2.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,550 | $1.27M | 0.02% | −13,671−38.8% | Reduced |
| Hoylecohen, LLC | 21,580 | $1.27M | 0.12% | 00.0% | Unchanged |
| STRS Ohio | 22,100 | $1.30M | 0.00% | −500−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 22,130 | $1.30M | 0.00% | +260+1.2% | Added |
| AXA S.A. | 23,300 | $1.37M | 0.00% | +7,800+50.3% | Added |
| Teton Advisors, Inc. | 24,300 | $1.43M | 0.21% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,800 | $1.46M | 0.04% | +1,900+8.3% | Added |
| Amalgamated Bank | 24,842 | $1.46M | 0.01% | +183+0.7% | Added |
| Bridge City Capital, LLC | 25,391 | $1.50M | 0.68% | −6,801−21.1% | Reduced |
| Private Advisor Group, LLC | 25,779 | $1.52M | 0.01% | +381+1.5% | Added |
| Manufacturers Life Insurance Company, The | 25,987 | $1.53M | 0.00% | −2,635−9.2% | Reduced |
| PDT Partners, LLC | 29,966 | $1.77M | 0.13% | +4,125+16.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 30,400 | $1.79M | 0.01% | +30,400 | New |
| Lazard Asset Management LLC | 31,919 | $1.88M | 0.00% | +27,241+582.3% | Added |
| American International Group, Inc. | 32,330 | $1.91M | 0.01% | −668−2.0% | Reduced |
| Martingale Asset Management L P | 34,267 | $2.02M | 0.03% | +19,854+137.8% | Added |
| Aptus Capital Advisors, LLC | 34,733 | $2.05M | 0.08% | +6,240+21.9% | Added |
| UBS Group AG | 35,674 | $2.10M | 0.00% | +768+2.2% | Added |
| State of Alaska, Department of Revenue | 37,563 | $2.21M | 0.02% | +2,389+6.8% | Added |
| Texas Permanent School Fund | 38,122 | $2.25M | 0.03% | +238+0.6% | Added |
| Citigroup Inc | 38,569 | $2.27M | 0.00% | +5,520+16.7% | Added |
| State of New Jersey Common Pension Fund D | 41,241 | $2.43M | 0.01% | −3,421−7.7% | Reduced |
| Bank of Montreal | 37,853 | $2.44M | 0.00% | −858−2.2% | Reduced |