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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 4,000 | $288.0K | 0.02% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,000 | $287.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $287.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $287.0K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $287.0K | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,825 | $279.0K | 0.00% | +3,825 | New |
| Boston Family Office LLC | 3,865 | $278.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 3,849 | $277.0K | 0.02% | +3,849 | New |
| Cutter & CO Brokerage, Inc. | 3,784 | $272.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 3,614 | $260.0K | 0.00% | +2+0.1% | Added |
| Standard Life Aberdeen plc | 3,596 | $258.0K | 0.00% | −158−4.2% | Reduced |
| Guggenheim Capital LLC | 3,561 | $256.0K | 0.00% | +3,561 | New |
| 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 |
| Stratos Wealth Advisors, LLC | 3,457 | $248.0K | 0.02% | +44+1.3% | Added |
| RB Capital Management, LLC | 3,425 | $246.0K | 0.08% | +6+0.2% | Added |
| SeaCrest Wealth Management, LLC | 3,348 | $241.0K | 0.03% | +3,348 | New |
| Shelton Capital Management | 3,304 | $237.0K | 0.01% | +3,304 | New |
| Schnieders Capital Management LLC | 3,267 | $235.0K | 0.06% | +3,267 | New |
| SEI Investments Co | 3,175 | $228.0K | 0.00% | +3,175 | New |
| Veriti Management LLC | 3,163 | $227.0K | 0.03% | +3,163 | New |
| Franklin Resources Inc | 3,114 | $224.0K | 0.00% | +3,114 | New |
| FMR LLC | 3,044 | $219.0K | 0.00% | +1,669+121.4% | Added |
| D. E. Shaw & Co., Inc. | 3,036 | $218.0K | 0.00% | +3,036 | New |
| 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 |
| 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 |
| Cetera Advisor Networks LLC | 2,957 | $213.0K | 0.00% | +2,957 | 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 |
| Kepos Capital LP | 2,536 | $182.0K | 0.02% | +2,536 | New |
| Kelly Lawrence W & Associates Inc | 2,500 | $180.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 12,431 | $173.0K | 0.00% | +12,431 | New |
| High Net Worth Advisory Group LLC | 2,196 | $158.0K | 0.06% | +2,196 | 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 |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,042 | $147.0K | 0.05% | +2,042 | New |
| Umb Bank N A | 1,925 | $139.0K | 0.00% | +1,925 | New |
| Vestcor Inc | 1,885 | $135.0K | 0.00% | −204−9.8% | Reduced |
| Eaton Vance Management | 1,814 | $130.0K | 0.00% | +642+54.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $119.0K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,635 | $117.0K | 0.00% | +1,635 | New |
| Sittner & Nelson, LLC | 1,620 | $116.0K | 0.07% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,600 | $115.0K | 0.04% | −300−15.8% | Reduced |
| 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 |
| CWM, LLC | 1,307 | $94.0K | 0.00% | +1,307 | New |
| HM Payson & Co | 1,260 | $91.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 857 | $61.0K | 0.00% | −3,825−81.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 831 | $60.0K | 0.02% | +831 | New |
| Hexagon Capital Partners LLC | 806 | $58.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $57.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 744 | $53.0K | 0.00% | +21+2.9% | Added |
| AdvisorNet Financial, Inc | 639 | $46.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 637 | $45.8K | 0.02% | +12+1.9% | Added |
| Tower Research Capital LLC (TRC) | 626 | $45.0K | 0.00% | −1,787−74.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 556 | $40.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 500 | $36.0K | 0.01% | +500 | New |
| Leonteq Securities AG | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $35.9K | 0.02% | +500 | New |
| Signaturefd, LLC | 431 | $31.0K | 0.00% | −23−5.1% | Reduced |
| Howe & Rusling Inc | 400 | $29.0K | 0.00% | +400 | New |
| Advisors Asset Management, Inc. | 378 | $27.2K | 0.00% | −261−40.8% | Reduced |
| Fieldpoint Private Securities, LLC | 345 | $25.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 304 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 302 | $22.0K | 0.00% | +1+0.3% | Added |
| Versant Capital Management, Inc | 291 | $21.0K | 0.01% | +23+8.6% | Added |
| Parallel Advisors, LLC | 283 | $20.0K | 0.00% | −203−41.8% | Reduced |
| Parkside Financial Bank & Trust | 249 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 226 | $16.0K | 0.00% | −12−5.0% | Reduced |
| Sageworth Trust Co of South Dakota | 217 | $16.0K | 0.02% | +217 | New |
| IFP Advisors, Inc | 208 | $15.0K | 0.00% | +9+4.5% | Added |
| M&R Capital Management Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $14.0K | 0.01% | +200 | 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 |
| Kings Point Capital Management | 144 | $10.0K | 0.00% | +144 | New |
| Hantz Financial Services, Inc. | 113 | $8.00K | 0.00% | −75−39.9% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Massmutual Trust Co FSB | 25 | $2.00K | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 22 | $2.00K | 0.00% | +22 | 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 |