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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
CIBC Asset Management Inc3,714$219.0K0.00%+3,714New
Regents of the University of California3,650$215.0K0.03%00.0%Unchanged
Allworth Financial LP3,612$213.0K0.00%+2,005+124.8%Added
Sustainable Insight Capital Management, LLC3,594$212.0K0.14%−500−12.2%Reduced
Natixis Investment Managers International3,474$204.0K0.01%−209−5.7%Reduced
RB Capital Management, LLC3,419$201.0K0.08%+3,419New
Stratos Wealth Advisors, LLC3,413$201.0K0.02%+3,413New
Cambridge Investment Research Advisors, Inc.3,398$200.0K0.00%+3,398New
Schonfeld Strategic Advisors LLC3,400$200.0K0.00%+3,400New
US Bancorp3,186$188.0K0.00%−1,127−26.1%Reduced
Captrust Financial Advisors2,841$167.0K0.00%−678−19.3%Reduced
Kelly Lawrence W & Associates Inc2,500$147.0K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)2,413$143.0K0.00%−495−17.0%Reduced
Macquarie Group Ltd2,380$140.0K0.00%+38+1.6%Added
Stonebridge Capital Advisors LLC2,125$125.0K0.02%00.0%Unchanged
Vestcor Inc2,089$123.0K0.00%00.0%Unchanged
Meeder Asset Management Inc2,006$118.0K0.01%+687+52.1%Added
Enterprise Trust & Investment Co1,900$112.0K0.05%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.1,661$98.0K0.04%00.0%Unchanged
Sittner & Nelson, LLC1,620$95.0K0.06%00.0%Unchanged
Public Employees Retirement System of Ohio1,494$88.0K0.00%+52+3.6%Added
FMR LLC1,375$81.0K0.00%−25−1.8%Reduced
HM Payson & Co1,260$74.0K0.00%00.0%Unchanged
BBVA USA1,178$69.0K0.00%+17+1.5%Added
Sofos Investments, Inc.0$59.0K0.04%0Unchanged
Hexagon Capital Partners LLC806$47.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.800$47.0K0.02%00.0%Unchanged
Rockefeller Capital Management L.P.723$41.0K0.00%+17+2.4%Added
Advisors Asset Management, Inc.639$38.0K0.00%−249−28.0%Reduced
AdvisorNet Financial, Inc639$38.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.625$36.8K0.01%00.0%Unchanged
Harbour Investments, Inc.586$35.0K0.00%−20−3.3%Reduced
Point72 Hong Kong Ltd599$35.0K0.00%+599New
Northwestern Mutual Wealth Management Co556$32.0K0.00%+280+101.4%Added
Leonteq Securities AG500$29.5K0.00%00.0%Unchanged
Parallel Advisors, LLC486$29.0K0.00%+241+98.4%Added
Signaturefd, LLC454$27.0K0.00%+127+38.8%Added
Russell Investments Group, Ltd.419$24.0K0.00%−3,404−89.0%Reduced
Fieldpoint Private Securities, LLC345$20.0K0.00%00.0%Unchanged
Central Trust Co304$18.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC301$18.0K0.00%+1+0.3%Added
Sageworth Trust Co290$17.0K0.00%00.0%Unchanged
Versant Capital Management, Inc268$16.0K0.01%+52+24.1%Added
Parkside Financial Bank & Trust249$15.0K0.00%+3+1.2%Added
Ellevest, Inc.238$14.0K0.00%+13+5.8%Added
IFP Advisors, Inc199$13.0K0.00%+12+6.4%Added
M&R Capital Management Inc200$11.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.188$11.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.139$8.00K0.00%+23+19.8%Added
Liberty Wealth Management LLC117$7.00K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.100$6.00K0.00%00.0%Unchanged
Kowal Investment Group, LLC96$6.00K0.00%+96New
Baldwin Brothers Inc79$5.00K0.00%+23+41.1%Added
Newbridge Financial Services Group, Inc.76$4.00K0.00%−9−10.6%Reduced
Asset Dedication, LLC72$4.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC72$4.00K0.00%−9−11.1%Reduced
Lindbrook Capital, LLC66$4.00K0.00%00.0%Unchanged
RPG Investment Advisory, LLC50$3.00K0.00%−10−16.7%Reduced
Bellevue Asset Management, LLC50$3.00K0.00%+50New
Fifth Third Bancorp31$2.00K0.00%−63−67.0%Reduced
Column Capital Advisors, LLC40$2.00K0.00%00.0%Unchanged
Gradient Investments LLC17$1.00K0.00%+17New
Carroll Financial Associates, Inc.29$1.00K0.00%+29New
Bell Investment Advisors, Inc22$1.00K0.00%+22New
Eaton Vance Management1,172$00.00%−624−34.7%Reduced
Patriot Financial Group Insurance Agency, LLC1$00.00%00.0%Unchanged
Private Capital Group, LLC2$00.00%00.0%Unchanged
First Horizon Advisors, Inc.8$00.00%+8New
California Public Employees Retirement System0$00.00%−28,324−100.0%Sold out
Ergoteles LLC0$00.00%−18,300−100.0%Sold out
Redpoint Investment Management Pty Ltd0$00.00%−17,430−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−12,940−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−9,473−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−9,006−100.0%Sold out
Verition Fund Management LLC0$00.00%−7,543−100.0%Sold out
ACG Wealth0$00.00%−4,840−100.0%Sold out
Jane Street Group, LLC0$00.00%−4,482−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−4,093−100.0%Sold out
Citadel Advisors LLC0$00.00%−3,839−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,300−100.0%Sold out
Mercer Capital Advisers, Inc.0$00.00%−1,000−100.0%Sold out
Panagora Asset Management Inc0$00.00%−887−100.0%Sold out
Wealth Quarterback LLC0$00.00%−506−100.0%Sold out
Beck Bode, LLC0$00.00%−350−100.0%Sold out
Reilly Financial Advisors, LLC0$00.00%−297−100.0%Sold out
Advisory Services Network, LLC0$00.00%−144−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed
First Horizon Corp––––Not filed