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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, 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.

Institutional holdersQ4 2021: 307 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 heldQ4 2021: $2.96B
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, Q4 2021

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2021.

Institutions holding CWT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Boston Family Office LLC3,865$278.0K0.02%00.0%Unchanged
Cerity Partners LLC3,825$279.0K0.00%+3,825New
Stewart & Patten Co LLC4,000$287.0K0.04%00.0%Unchanged
Whittier Trust Co4,000$287.0K0.00%00.0%Unchanged
Argent Trust Co4,000$287.0K0.02%00.0%Unchanged
Delta Investment Management, LLC4,000$287.0K0.08%00.0%Unchanged
Smithfield Trust Co4,000$288.0K0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.4,020$289.0K0.01%00.0%Unchanged
Elm Advisors, LLC4,032$290.0K0.16%00.0%Unchanged
First Republic Investment Management, Inc.4,043$291.0K0.00%−653−13.9%Reduced
Steward Partners Investment Advisory, LLC4,064$292.0K0.00%−20.0%Reduced
Arkadios Wealth Advisors4,112$296.0K0.04%−1,958−32.3%Reduced
GHP Investment Advisors, Inc.4,142$298.0K0.02%+20.0%Added
BTR Capital Management Inc4,200$302.0K0.03%00.0%Unchanged
Shell Asset Management Co4,226$304.0K0.01%+16+0.4%Added
Old Port Advisors4,550$312.0K0.11%−500−9.9%Reduced
Sustainable Insight Capital Management, LLC4,386$315.0K0.17%+792+22.0%Added
Phoenix Holdings Ltd.4,471$318.0K0.01%−316−6.6%Reduced
State of Wisconsin Investment Board4,600$331.0K0.00%+4,600New
Geneos Wealth Management Inc.4,705$338.0K0.01%−35−0.7%Reduced
North Point Portfolio Managers Corp4,708$338.0K0.04%00.0%Unchanged
Baird Financial Group, Inc.4,779$343.0K0.00%−250−5.0%Reduced
ACG Wealth4,874$350.0K0.05%+4,874New
DekaBank Deutsche Girozentrale5,000$352.0K0.00%00.0%Unchanged
Algert Global LLC4,950$356.0K0.04%00.0%Unchanged
Crossmark Global Holdings, Inc.4,960$356.0K0.01%+410+9.0%Added
Bluestein R H & Co5,000$359.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC5,000$359.0K0.07%00.0%Unchanged
Humankind Investments LLC5,064$364.0K0.15%+321+6.8%Added
Mission Wealth Management, LP5,135$369.0K0.02%+30+0.6%Added
Profund Advisors LLC5,268$379.0K0.01%+62+1.2%Added
Hutchens & Kramer Investment Management Group, LLC6,706$387.0K0.24%+6,706New
Creative Financial Designs Inc5,556$399.0K0.06%+252+4.8%Added
Cadence Bank NA5,629$405.0K0.11%−100−1.7%Reduced
Federated Hermes, Inc.5,926$426.0K0.00%+131+2.3%Added
Mitchell McLeod Pugh & Williams Inc6,000$431.0K0.14%00.0%Unchanged
Bessemer Group Inc6,018$432.0K0.00%+2,266+60.4%Added
Alan B. Lancz & Associates, Inc.6,400$460.0K0.40%+6,400New
Jacobi Capital Management LLC6,466$465.0K0.06%−34−0.5%Reduced
Wealth Architects, LLC6,472$465.0K0.08%+8+0.1%Added
6 Meridian6,538$470.0K0.03%+75+1.2%Added
Victory Capital Management Inc6,583$473.0K0.00%−3,052−31.7%Reduced
Hutchinson Capital Management6,602$474.0K0.11%+20.0%Added
Advisor Group Holdings, Inc.6,621$475.0K0.00%−20−0.3%Reduced
Banque Pictet & Cie SA6,741$484.0K0.00%+6,741New
HighTower Advisors, LLC6,785$487.0K0.00%−63−0.9%Reduced
Qube Research & Technologies Ltd6,913$497.0K0.00%−5,909−46.1%Reduced
M&T Bank Corp7,129$512.0K0.00%+21+0.3%Added
TRUE Private Wealth Advisors7,200$517.0K0.07%00.0%Unchanged
Mutual of America Capital Management LLC7,188$517.0K0.01%+316+4.6%Added
The PNC Financial Services Group, Inc.7,284$523.0K0.00%+856+13.3%Added
Zacks Investment Management7,381$530.0K0.01%+7,381New
IndexIQ Advisors LLC7,496$539.0K0.02%−484−6.1%Reduced
Blackhill Capital Inc7,600$546.0K0.05%00.0%Unchanged
Engineers Gate Manager LP8,070$580.0K0.03%−2,050−20.3%Reduced
Pathstone Family Office, LLC8,377$602.0K0.02%−37−0.4%Reduced
ExodusPoint Capital Management, LP8,419$605.0K0.01%+8,419New
South Dakota Investment Council8,717$626.0K0.01%00.0%Unchanged
Truist Financial Corp8,749$629.0K0.00%+31+0.4%Added
APG Asset Management N.V.10,100$638.0K0.00%−9,400−48.2%Reduced
LPL Financial LLC8,971$645.0K0.00%+1,516+20.3%Added
Public Employees Retirement Association of Colorado9,320$670.0K0.00%00.0%Unchanged
Eqis Capital Management, Inc.9,396$675.0K0.05%−562−5.6%Reduced
STRS Ohio9,600$689.0K0.00%−12,500−56.6%Reduced
Van Eck Associates Corp9,667$694.0K0.00%+1,263+15.0%Added
Virtue Capital Management, LLC9,711$698.0K0.10%+1,088+12.6%Added
D.A. Davidson & Co.9,762$702.0K0.01%00.0%Unchanged
Teacher Retirement System of Texas9,961$716.0K0.00%+1,859+22.9%Added
Huntington National Bank10,001$719.0K0.01%+10.0%Added
Sovereign Financial Group, Inc.10,320$742.0K0.30%−90−0.9%Reduced
Stifel Financial Corp10,640$765.0K0.00%−149−1.4%Reduced
Krane Funds Advisors LLC10,949$787.0K0.02%−143−1.3%Reduced
Russell Investments Group, Ltd.11,221$800.0K0.00%+10,802+2,578.0%Added
Handelsbanken Fonder AB11,316$813.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC13,350$829.0K0.01%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main11,830$844.3K0.00%00.0%Unchanged
ETF Managers Group, LLC12,190$870.0K0.02%+579+5.0%Added
Vident Investment Advisory, LLC12,147$873.0K0.02%+1,873+18.2%Added
Tortoise Index Solutions, LLC12,147$873.0K0.19%+1,873+18.2%Added
Balyasny Asset Management LLC12,240$880.0K0.00%−1,898−13.4%Reduced
Janus Henderson Group PLC12,489$897.0K0.00%+4,041+47.8%Added
Manchester Capital Management LLC12,701$913.0K0.12%00.0%Unchanged
Wedbush Securities Inc12,742$916.0K0.04%+30.0%Added
CoreCommodity Management, LLC13,268$953.0K0.26%+13,268New
Metropolitan Life Insurance Co13,479$968.6K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC13,565$974.0K0.00%+318+2.4%Added
Clean Yield Group13,645$981.0K0.33%−460−3.3%Reduced
Summit Global Investments13,797$991.0K0.06%+4,200+43.8%Added
Arizona State Retirement System13,870$997.0K0.01%+23+0.2%Added
Teachers Retirement System of the State of Kentucky14,052$1.01M0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC14,340$1.03M0.03%−7,210−33.5%Reduced
Bridgewater Associates, LP15,331$1.10M0.01%+15,331New
Farmers & Merchants Trust Co of Long Beach15,718$1.13M0.28%00.0%Unchanged
Alberta Investment Management Corp15,737$1.13M0.01%+15,737New
Everence Capital Management Inc16,120$1.16M0.09%−2,010−11.1%Reduced
State of Tennessee, Treasury Department16,217$1.17M0.00%00.0%Unchanged
Ensign Peak Advisors, Inc16,726$1.20M0.00%−33,910−67.0%Reduced
Green Alpha Advisors, LLC16,795$1.21M0.82%+10.0%Added
Allianz Asset Management GmbH17,145$1.23M0.00%−93−0.5%Reduced
Creative Planning17,197$1.24M0.00%+377+2.2%Added