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, Q4 2021
Institutional positions in California Water Service Group as of Dec 31, 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
- 307
- +41 vs. Q3 2021
- Shares held
- 41.2M
- +700.8K (+1.7%) vs. Q3 2021
- Total value
- $2.96B
- +$571.5M (+23.9%) vs. Q3 2021
- New holders
- 62
- 102 more added
- Sold out
- 21
- 89 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| Column Capital Advisors, LLC | 15 | $1.00K | 0.00% | −25−62.5% | Reduced |
| Gradient Investments LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Covestor Ltd | 15 | $1.00K | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 25 | $2.00K | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Newbridge Financial Services Group, Inc. | 40 | $3.00K | 0.00% | −36−47.4% | Reduced |
| Delos Wealth Advisors, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 62 | $4.00K | 0.00% | +40+181.8% | Added |
| Fortitude Advisory Group L.L.C. | 59 | $4.00K | 0.00% | +59 | New |
| Harbour Investments, Inc. | 75 | $5.00K | 0.00% | −511−87.2% | Reduced |
| Sageworth Trust Co | 67 | $5.00K | 0.00% | −223−76.9% | Reduced |
| Quadrant Capital Group LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 72 | $6.00K | 0.00% | +72 | Added |
| Baldwin Brothers Inc | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82 | $6.00K | 0.00% | +51+164.5% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 104 | $7.00K | 0.00% | +104 | New |
| Aquatic Capital Management LLC | 100 | $7.00K | 0.01% | +100 | New |
| Hantz Financial Services, Inc. | 113 | $8.00K | 0.00% | −75−39.9% | Reduced |
| Kings Point Capital Management | 144 | $10.0K | 0.00% | +144 | New |
| TCI Wealth Advisors, Inc. | 161 | $12.0K | 0.00% | +22+15.8% | Added |
| EverSource Wealth Advisors, LLC | 168 | $12.0K | 0.00% | +168 | New |
| M&R Capital Management Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $14.0K | 0.01% | +200 | New |
| IFP Advisors, Inc | 208 | $15.0K | 0.00% | +9+4.5% | Added |
| Ellevest, Inc. | 226 | $16.0K | 0.00% | −12−5.0% | Reduced |
| Sageworth Trust Co of South Dakota | 217 | $16.0K | 0.02% | +217 | New |
| Parkside Financial Bank & Trust | 249 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 283 | $20.0K | 0.00% | −203−41.8% | Reduced |
| Versant Capital Management, Inc | 291 | $21.0K | 0.01% | +23+8.6% | Added |
| Central Trust Co | 304 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 302 | $22.0K | 0.00% | +1+0.3% | Added |
| Fieldpoint Private Securities, LLC | 345 | $25.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 378 | $27.2K | 0.00% | −261−40.8% | Reduced |
| Howe & Rusling Inc | 400 | $29.0K | 0.00% | +400 | New |
| Signaturefd, LLC | 431 | $31.0K | 0.00% | −23−5.1% | Reduced |
| Leonteq Securities AG | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $35.9K | 0.02% | +500 | New |
| Signet Financial Management, LLC | 500 | $36.0K | 0.01% | +500 | New |
| Northwestern Mutual Wealth Management Co | 556 | $40.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 626 | $45.0K | 0.00% | −1,787−74.1% | Reduced |
| Sutton Wealth Advisors Inc. | 637 | $45.8K | 0.02% | +12+1.9% | Added |
| AdvisorNet Financial, Inc | 639 | $46.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 744 | $53.0K | 0.00% | +21+2.9% | Added |
| Pinnacle Bancorp, Inc. | 800 | $57.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 806 | $58.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 831 | $60.0K | 0.02% | +831 | New |
| Quantbot Technologies LP | 857 | $61.0K | 0.00% | −3,825−81.7% | Reduced |
| HM Payson & Co | 1,260 | $91.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,307 | $94.0K | 0.00% | +1,307 | New |
| Public Employees Retirement System of Ohio | 1,498 | $108.0K | 0.00% | +4+0.3% | Added |
| Cambridge Trust Co | 1,500 | $108.0K | 0.00% | +1,500 | New |
| Enterprise Trust & Investment Co | 1,600 | $115.0K | 0.04% | −300−15.8% | Reduced |
| Sittner & Nelson, LLC | 1,620 | $116.0K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,635 | $117.0K | 0.00% | +1,635 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $119.0K | 0.06% | 00.0% | Unchanged |
| Eaton Vance Management | 1,814 | $130.0K | 0.00% | +642+54.8% | Added |
| Vestcor Inc | 1,885 | $135.0K | 0.00% | −204−9.8% | Reduced |
| Umb Bank N A | 1,925 | $139.0K | 0.00% | +1,925 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,042 | $147.0K | 0.05% | +2,042 | New |
| Natixis Investment Managers International | 2,134 | $153.0K | 0.01% | −1,340−38.6% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $153.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,196 | $158.0K | 0.06% | +2,196 | New |
| Castleview Partners, LLC | 12,431 | $173.0K | 0.00% | +12,431 | New |
| Kelly Lawrence W & Associates Inc | 2,500 | $180.0K | 0.04% | 00.0% | Unchanged |
| Kepos Capital LP | 2,536 | $182.0K | 0.02% | +2,536 | New |
| Captrust Financial Advisors | 2,912 | $209.0K | 0.00% | +71+2.5% | Added |
| Mackenzie Financial Corp | 2,913 | $209.0K | 0.00% | +2,913 | New |
| Cetera Advisor Networks LLC | 2,957 | $213.0K | 0.00% | +2,957 | New |
| Cambridge Investment Research Advisors, Inc. | 2,991 | $215.0K | 0.00% | −407−12.0% | Reduced |
| US Bancorp | 2,993 | $215.0K | 0.00% | −193−6.1% | Reduced |
| Great Valley Advisor Group, Inc. | 3,000 | $216.0K | 0.01% | +3,000 | New |
| AF Advisors, Inc. | 3,000 | $216.0K | 0.12% | +3,000 | New |
| D. E. Shaw & Co., Inc. | 3,036 | $218.0K | 0.00% | +3,036 | New |
| FMR LLC | 3,044 | $219.0K | 0.00% | +1,669+121.4% | Added |
| Franklin Resources Inc | 3,114 | $224.0K | 0.00% | +3,114 | New |
| Veriti Management LLC | 3,163 | $227.0K | 0.03% | +3,163 | New |
| SEI Investments Co | 3,175 | $228.0K | 0.00% | +3,175 | New |
| Schnieders Capital Management LLC | 3,267 | $235.0K | 0.06% | +3,267 | New |
| Shelton Capital Management | 3,304 | $237.0K | 0.01% | +3,304 | New |
| SeaCrest Wealth Management, LLC | 3,348 | $241.0K | 0.03% | +3,348 | New |
| RB Capital Management, LLC | 3,425 | $246.0K | 0.08% | +6+0.2% | Added |
| Stratos Wealth Advisors, LLC | 3,457 | $248.0K | 0.02% | +44+1.3% | Added |
| Jupiter Asset Management Ltd | 3,515 | $251.0K | 0.00% | +3,515 | New |
| Dynamic Technology Lab Private Ltd | 3,490 | $251.0K | 0.03% | +3,490 | New |
| Guggenheim Capital LLC | 3,561 | $256.0K | 0.00% | +3,561 | New |
| Standard Life Aberdeen plc | 3,596 | $258.0K | 0.00% | −158−4.2% | Reduced |
| Allworth Financial LP | 3,614 | $260.0K | 0.00% | +2+0.1% | Added |
| CIBC Asset Management Inc | 3,701 | $266.0K | 0.00% | −13−0.4% | Reduced |
| ELCO Management Co., LLC | 3,703 | $266.0K | 0.19% | +3,703 | New |
| Cutter & CO Brokerage, Inc. | 3,784 | $272.0K | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 3,849 | $277.0K | 0.02% | +3,849 | New |