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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 41,656 | $2.46M | 0.00% | +98+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,726 | $2.46M | 0.00% | +1,288+3.2% | Added |
| Nia Impact Advisors, LLC | 43,076 | $2.54M | 1.08% | +3,198+8.0% | Added |
| Gabelli Funds LLC | 44,400 | $2.62M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 45,129 | $2.66M | 0.02% | −20.0% | Reduced |
| AMP Capital Investors Ltd | 45,443 | $2.68M | 0.01% | +5,188+12.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,708 | $2.69M | 0.01% | +1,297+2.9% | Added |
| Credit Suisse AG | 45,842 | $2.70M | 0.00% | −3,971−8.0% | Reduced |
| Magellan Asset Management Ltd | 46,096 | $2.72M | 0.01% | +16,427+55.4% | Added |
| Renaissance Technologies LLC | 47,300 | $2.79M | 0.00% | +47,300 | New |
| First National Corp | 49,498 | $2.92M | 0.65% | +8,524+20.8% | Added |
| Envestnet Asset Management Inc | 49,649 | $2.93M | 0.00% | +62+0.1% | Added |
| Ensign Peak Advisors, Inc | 50,636 | $2.98M | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 51,498 | $3.04M | 0.06% | +6,139+13.5% | Added |
| Barclays PLC | 53,085 | $3.13M | 0.00% | +8,515+19.1% | Added |
| Prudential Financial Inc | 55,450 | $3.27M | 0.00% | −578−1.0% | Reduced |
| New York State Teachers Retirement System | 57,442 | $3.38M | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 58,043 | $3.42M | 0.07% | −616−1.1% | Reduced |
| Comerica Bank | 60,674 | $3.59M | 0.02% | −844−1.4% | Reduced |
| New York State Common Retirement Fund | 63,707 | $3.75M | 0.00% | −6,299−9.0% | Reduced |
| Northstar Asset Management Inc | 65,424 | $3.86M | 1.02% | +3,032+4.9% | Added |
| Clear Harbor Asset Management, LLC | 66,814 | $3.94M | 0.47% | −1,000−1.5% | Reduced |
| California State Teachers Retirement System | 69,217 | $4.08M | 0.01% | −826−1.2% | Reduced |
| Great West Life Assurance Co | 72,015 | $4.28M | 0.01% | −1,253−1.7% | Reduced |
| UBS Asset Management Americas Inc | 77,293 | $4.55M | 0.00% | +465+0.6% | Added |
| JPMorgan Chase & Co | 79,126 | $4.66M | 0.00% | −95,308−54.6% | Reduced |
| TD Asset Management Inc | 79,152 | $4.66M | 0.00% | +4,137+5.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,167 | $4.72M | 0.05% | +13,602+20.4% | Added |
| Storebrand Asset Management AS | 87,180 | $5.14M | 0.03% | −5,297−5.7% | Reduced |
| Raymond James & Associates | 90,603 | $5.34M | 0.00% | −3,106−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 92,736 | $5.46M | 0.01% | +26,374+39.7% | Added |
| SG Americas Securities, LLC | 103,409 | $6.09M | 0.03% | +88,133+576.9% | Added |
| Public Sector Pension Investment Board | 103,872 | $6.12M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 109,802 | $6.47M | 0.00% | +1,032+0.9% | Added |
| Swiss National Bank | 112,300 | $6.62M | 0.00% | +1,300+1.2% | Added |
| Goldman Sachs Group Inc | 122,304 | $7.21M | 0.00% | −9,627−7.3% | Reduced |
| Marshall Wace North America L.P. | 132,104 | $7.78M | 0.03% | +124,516+1,641.0% | Added |
| Deutsche Bank AG | 133,199 | $7.85M | 0.00% | +12,519+10.4% | Added |
| Rhumbline Advisers | 141,981 | $8.37M | 0.01% | −17,658−11.1% | Reduced |
| Wells Fargo & Company | 153,977 | $9.07M | 0.00% | −1,841−1.2% | Reduced |
| ProShare Advisors LLC | 158,531 | $9.34M | 0.03% | −36,602−18.8% | Reduced |
| Parametric Portfolio Associates LLC | 159,405 | $9.39M | 0.01% | +22,235+16.2% | Added |
| Bank of America Corp | 161,788 | $9.53M | 0.00% | +19,394+13.6% | Added |
| Segall Bryant & Hamill, LLC | 165,609 | $9.76M | 0.09% | −125,087−43.0% | Reduced |
| Marshall Wace, LLP | 181,508 | $10.7M | 0.05% | +181,508 | New |
| Nuveen Asset Management, LLC | 211,771 | $12.4M | 0.00% | −6,222−2.9% | Reduced |
| Ameriprise Financial Inc | 253,705 | $15.0M | 0.00% | −42,560−14.4% | Reduced |
| Granite Investment Partners, LLC | 276,040 | $16.3M | 0.51% | −7,641−2.7% | Reduced |
| Personal Capital Advisors Corp | 312,437 | $18.4M | 0.09% | +7,717+2.5% | Added |
| Morgan Stanley | 393,375 | $23.2M | 0.00% | −13,537−3.3% | Reduced |
| Norges Bank | 415,640 | $24.5M | 0.01% | −21,000−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 438,641 | $25.9M | 0.01% | +12,676+3.0% | Added |
| Principal Financial Group Inc | 454,329 | $26.8M | 0.02% | +405+0.1% | Added |
| First Trust Advisors LP | 460,855 | $27.2M | 0.03% | +97,865+27.0% | Added |
| KBC Group NV | 467,234 | $27.5M | 0.10% | −14,644−3.0% | Reduced |
| Legal & General Group Plc | 525,412 | $31.0M | 0.01% | +41,994+8.7% | Added |
| Bank of New York Mellon Corp | 792,116 | $46.7M | 0.01% | +13,026+1.7% | Added |
| Geode Capital Management, LLC | 863,541 | $50.9M | 0.01% | −5,917−0.7% | Reduced |
| Northern Trust Corp | 913,126 | $53.8M | 0.01% | +75,401+9.0% | Added |
| Nuance Investments, LLC | 928,033 | $54.7M | 1.00% | −98,521−9.6% | Reduced |
| Dimensional Fund Advisors LP | 1,258,383 | $74.2M | 0.02% | −14,060−1.1% | Reduced |
| Invesco Ltd. | 1,332,295 | $78.5M | 0.02% | +42,582+3.3% | Added |
| Pictet Asset Management SA | 1,382,062 | $81.4M | 0.09% | +1,382,062 | New |
| Impax Asset Management Group plc | 1,948,700 | $114.8M | 0.47% | +198,993+11.4% | Added |
| Price T Rowe Associates Inc | 2,350,190 | $138.5M | 0.01% | +60,228+2.6% | Added |
| State Street Corp | 4,185,343 | $246.6M | 0.01% | +234,752+5.9% | Added |
| Vanguard Group Inc | 6,071,310 | $357.8M | 0.01% | +136,100+2.3% | Added |
| BlackRock Inc. | 8,843,433 | $521.1M | 0.01% | −120,626−1.3% | Reduced |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −28,324−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −17,430−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,940−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −9,473−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,006−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −4,840−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,482−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,093−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Mercer Capital Advisers, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |