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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.

Institutional holdersQ3 2021: 268 institutions
Q1 2021: 259 institutionsQ2 2021: 251 institutionsQ3 2021: 268 institutionsQ4 2021: 307 institutionsQ1 2022: 312 institutionsQ2 2022: 281 institutionsQ3 2022: 281 institutionsQ4 2022: 295 institutionsQ1 2023: 299 institutionsQ2 2023: 286 institutionsQ3 2023: 273 institutionsQ4 2023: 285 institutionsQ1 2024: 275 institutionsQ2 2024: 299 institutionsQ3 2024: 324 institutionsQ4 2024: 323 institutionsQ1 2025: 330 institutionsQ2 2025: 338 institutionsQ3 2025: 337 institutionsQ4 2025: 329 institutionsQ1 2026: 339 institutionsQ2 2026: 346 institutions
Value heldQ3 2021: $2.40B
Q1 2021: $2.18BQ2 2021: $2.20BQ3 2021: $2.40BQ4 2021: $2.96BQ1 2022: $2.51BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.73BQ1 2023: $2.61BQ2 2023: $2.44BQ3 2023: $2.26BQ4 2023: $2.47BQ1 2024: $2.27BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.23BQ1 2025: $2.45BQ2 2025: $2.29BQ3 2025: $2.30BQ4 2025: $2.17BQ1 2026: $2.32BQ2 2026: $2.69B
Institutions holding CWT and their total value by quarter
QuarterHoldersValue
Q2 2026346$2.69B
Q1 2026339$2.32B
Q4 2025329$2.17B
Q3 2025337$2.30B
Q2 2025338$2.29B
Q1 2025330$2.45B
Q4 2024323$2.23B
Q3 2024324$2.63B
Q2 2024299$2.34B
Q1 2024275$2.27B
Q4 2023285$2.47B
Q3 2023273$2.26B
Q2 2023286$2.44B
Q1 2023299$2.61B
Q4 2022295$2.73B
Q3 2022281$2.31B
Q2 2022281$2.44B
Q1 2022312$2.51B
Q4 2021307$2.96B
Q3 2021268$2.40B
Q2 2021251$2.20B
Q1 2021259$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.

Institutions holding CWT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Assenagon Asset Management S.A.17,306$1.02M0.00%+17,306New
Allianz Asset Management GmbH17,238$1.02M0.00%+1,013+6.2%Added
APG Asset Management N.V.19,500$992.0K0.00%+19,500New
Creative Planning16,820$991.0K0.00%−877−5.0%Reduced
Green Alpha Advisors, LLC16,794$990.0K0.68%+481+2.9%Added
Jennison Associates LLC16,471$971.0K0.00%+16,471New
State of Tennessee, Treasury Department16,217$956.0K0.00%−1,728−9.6%Reduced
Royal Bank of Canada16,158$951.0K0.00%+875+5.7%Added
Farmers & Merchants Trust Co of Long Beach15,718$926.0K0.24%00.0%Unchanged
Balyasny Asset Management LLC14,138$833.0K0.00%+1,347+10.5%Added
Clean Yield Group14,105$831.0K0.29%−20−0.1%Reduced
Teachers Retirement System of the State of Kentucky14,052$828.0K0.01%00.0%Unchanged
AlphaCrest Capital Management LLC14,018$826.0K0.04%+9,518+211.5%Added
Arizona State Retirement System13,847$816.0K0.01%+161+1.2%Added
Metropolitan Life Insurance Co13,479$794.3K0.01%−1,029−7.1%Reduced
Nisa Investment Advisors, LLC13,350$787.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC13,247$780.0K0.00%+862+7.0%Added
Qube Research & Technologies Ltd12,822$756.0K0.01%+12,822New
Wedbush Securities Inc12,739$751.0K0.04%+40.0%Added
Manchester Capital Management LLC12,701$748.0K0.10%−9,049−41.6%Reduced
HRT Financial LP12,252$722.0K0.00%+12,252New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main11,830$697.1K0.00%+1,500+14.5%Added
ETF Managers Group, LLC11,611$691.0K0.01%+947+8.9%Added
Handelsbanken Fonder AB11,316$667.0K0.00%00.0%Unchanged
Krane Funds Advisors LLC11,092$654.0K0.01%−3,828−25.7%Reduced
Stifel Financial Corp10,789$636.0K0.00%−426−3.8%Reduced
Sovereign Financial Group, Inc.10,410$613.0K0.35%+950+10.0%Added
Vident Investment Advisory, LLC10,274$605.0K0.02%+1,726+20.2%Added
Tortoise Index Solutions, LLC10,274$605.0K0.14%+1,726+20.2%Added
Engineers Gate Manager LP10,120$596.0K0.03%+10,120New
Huntington National Bank10,000$589.0K0.01%00.0%Unchanged
Eqis Capital Management, Inc.9,958$587.0K0.04%−1,009−9.2%Reduced
D.A. Davidson & Co.9,762$575.0K0.01%+100+1.0%Added
Victory Capital Management Inc9,635$568.0K0.00%−4,927−33.8%Reduced
Summit Global Investments9,597$566.0K0.04%−5,500−36.4%Reduced
Wellington Management Group LLP9,386$553.0K0.00%+9,386New
Public Employees Retirement Association of Colorado9,320$549.0K0.00%00.0%Unchanged
BBR Partners, LLC9,049$533.0K0.04%+9,049New
South Dakota Investment Council8,717$514.0K0.01%00.0%Unchanged
Truist Financial Corp8,718$514.0K0.00%+1,634+23.1%Added
Virtue Capital Management, LLC8,623$508.0K0.09%+1,423+19.8%Added
Janus Henderson Group PLC8,448$498.0K0.00%+8,448New
Pathstone Family Office, LLC8,414$496.0K0.01%+517+6.5%Added
Van Eck Associates Corp8,404$496.0K0.00%+758+9.9%Added
Teacher Retirement System of Texas8,102$477.0K0.00%+1,673+26.0%Added
IndexIQ Advisors LLC7,980$470.0K0.02%+799+11.1%Added
Millennium Management LLC7,826$461.0K0.00%+7,826New
Acadian Asset Management LLC7,800$457.0K0.00%+7,800New
Blackhill Capital Inc7,600$448.0K0.04%00.0%Unchanged
LPL Financial LLC7,455$439.0K0.00%+178+2.4%Added
Susquehanna International Group, LLP7,451$439.0K0.00%+7,451New
TRUE Private Wealth Advisors7,200$424.0K0.06%00.0%Unchanged
M&T Bank Corp7,108$419.0K0.00%+36+0.5%Added
Mutual of America Capital Management LLC6,872$405.0K0.00%−355−4.9%Reduced
HighTower Advisors, LLC6,848$404.0K0.00%00.0%Unchanged
HSBC Holdings PLC6,582$393.0K0.00%−681−9.4%Reduced
Advisor Group Holdings, Inc.6,641$391.0K0.00%−438−6.2%Reduced
Hutchinson Capital Management6,600$389.0K0.09%00.0%Unchanged
Capital Wealth Planning, LLC6,513$384.0K0.01%+6,513New
Jacobi Capital Management LLC6,500$383.0K0.05%−46−0.7%Reduced
Wealth Architects, LLC6,464$381.0K0.07%−228−3.4%Reduced
6 Meridian6,463$381.0K0.03%+6,463New
The PNC Financial Services Group, Inc.6,428$379.0K0.00%−30−0.5%Reduced
Arkadios Wealth Advisors6,070$357.0K0.05%−141−2.3%Reduced
Mitchell McLeod Pugh & Williams Inc6,000$354.0K0.13%00.0%Unchanged
Federated Hermes, Inc.5,795$341.0K0.00%−17,088−74.7%Reduced
Cadence Bank NA5,729$338.0K0.10%−200−3.4%Reduced
Blueshift Asset Management, LLC5,380$317.0K0.02%+1,414+35.7%Added
Creative Financial Designs Inc5,304$313.0K0.05%+286+5.7%Added
Profund Advisors LLC5,206$307.0K0.01%−904−14.8%Reduced
Old Port Advisors5,050$305.0K0.11%−173−3.3%Reduced
Mission Wealth Management, LP5,105$301.0K0.02%−463−8.3%Reduced
Baird Financial Group, Inc.5,029$296.0K0.00%+499+11.0%Added
Bluestein R H & Co5,000$295.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC5,000$295.0K0.10%00.0%Unchanged
Algert Global LLC4,950$292.0K0.04%+4,950New
DekaBank Deutsche Girozentrale5,000$290.0K0.00%00.0%Unchanged
Phoenix Holdings Ltd.4,787$284.0K0.01%+4,787New
Humankind Investments LLC4,743$280.0K0.13%+4,743New
Geneos Wealth Management Inc.4,740$278.0K0.01%+4+0.1%Added
North Point Portfolio Managers Corp4,708$277.0K0.04%00.0%Unchanged
First Republic Investment Management, Inc.4,696$277.0K0.00%+20.0%Added
Quantbot Technologies LP4,682$275.0K0.02%+4,682New
Crossmark Global Holdings, Inc.4,550$268.0K0.01%−60−1.3%Reduced
Trexquant Investment LP4,358$257.0K0.02%+4,358New
Shell Asset Management Co4,210$248.0K0.01%−200−4.5%Reduced
BTR Capital Management Inc4,200$248.0K0.03%00.0%Unchanged
GHP Investment Advisors, Inc.4,140$244.0K0.02%+3+0.1%Added
Steward Partners Investment Advisory, LLC4,066$240.0K0.00%+12+0.3%Added
Elm Advisors, LLC4,032$238.0K0.14%00.0%Unchanged
Ameritas Investment Partners, Inc.4,020$237.0K0.01%00.0%Unchanged
Stewart & Patten Co LLC4,000$236.0K0.04%−765−16.1%Reduced
Smithfield Trust Co4,000$236.0K0.02%00.0%Unchanged
Whittier Trust Co4,000$236.0K0.00%00.0%Unchanged
Argent Trust Co4,000$236.0K0.02%00.0%Unchanged
Delta Investment Management, LLC4,000$236.0K0.07%00.0%Unchanged
Boston Family Office LLC3,865$228.0K0.02%00.0%Unchanged
Cutter & CO Brokerage, Inc.3,784$223.0K0.05%00.0%Unchanged
Standard Life Aberdeen plc3,754$223.0K0.00%+3,754New
Bessemer Group Inc3,752$221.0K0.00%+50+1.4%Added