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, Q1 2022
Institutional positions in California Water Service Group as of Mar 31, 2022. 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
- 312
- +8 vs. Q4 2021
- Shares held
- 42.3M
- +1.10M (+2.7%) vs. Q4 2021
- Total value
- $2.51B
- −$451.0M (−15.2%) vs. Q4 2021
- New holders
- 43
- 113 more added
- Sold out
- 35
- 94 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 17 | $1.00K | 0.00% | −5−22.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $1.00K | 0.00% | +4+40.0% | Added |
| Covestor Ltd | 9 | $1.00K | 0.00% | −6−40.0% | Reduced |
| Northwest Investment Counselors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Concord Wealth Partners | 25 | $1.00K | 0.00% | +25 | New |
| Cordant, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Sageworth Trust Co of South Dakota | 37 | $2.00K | 0.00% | −180−82.9% | Reduced |
| Sofos Investments, Inc. | 59 | $2.00K | 0.00% | −13−18.1% | Reduced |
| Lindbrook Capital, LLC | 47 | $3.00K | 0.00% | −19−28.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 49 | $3.00K | 0.00% | +9+22.5% | Added |
| Covington Capital Management | 48 | $3.00K | 0.00% | +48 | New |
| TD Waterhouse Canada Inc. | 60 | $3.70K | 0.00% | +60 | New |
| Baldwin Brothers Inc | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 90 | $5.00K | 0.00% | +65+260.0% | Added |
| Contravisory Investment Management, Inc. | 87 | $5.00K | 0.00% | +87 | New |
| Cullen/Frost Bankers, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99 | $6.00K | 0.00% | +17+20.7% | Added |
| Simplex Trading, LLC | 119 | $7.00K | 0.00% | −1,516−92.7% | Reduced |
| TCI Wealth Advisors, Inc. | 116 | $7.00K | 0.00% | −45−28.0% | Reduced |
| Hantz Financial Services, Inc. | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 126 | $7.00K | 0.00% | +126 | New |
| EverSource Wealth Advisors, LLC | 128 | $8.00K | 0.00% | −40−23.8% | Reduced |
| M&R Capital Management Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 226 | $13.0K | 0.00% | −23−9.2% | Reduced |
| Versant Capital Management, Inc | 278 | $16.0K | 0.01% | −13−4.5% | Reduced |
| Parallel Advisors, LLC | 263 | $16.0K | 0.00% | −20−7.1% | Reduced |
| Central Trust Co | 304 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 304 | $18.0K | 0.00% | +2+0.7% | Added |
| Fieldpoint Private Securities, LLC | 345 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 401 | $23.0K | 0.00% | +329+456.9% | Added |
| Howe & Rusling Inc | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 471 | $28.0K | 0.00% | +40+9.3% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $29.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $29.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 500 | $30.0K | 0.00% | −1,000−66.7% | Reduced |
| Ellevest, Inc. | 518 | $31.0K | 0.00% | +292+129.2% | Added |
| State of Wyoming | 529 | $31.0K | 0.02% | +529 | New |
| Northwestern Mutual Wealth Management Co | 533 | $32.0K | 0.00% | −23−4.1% | Reduced |
| Column Capital Advisors, LLC | 611 | $36.0K | 0.01% | +596+3,973.3% | Added |
| AdvisorNet Financial, Inc | 639 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $40.0K | 0.01% | −130−16.3% | Reduced |
| Rockefeller Capital Management L.P. | 748 | $43.0K | 0.00% | +4+0.5% | Added |
| Sutton Wealth Advisors Inc. | 776 | $46.0K | 0.02% | +139+21.8% | Added |
| Hexagon Capital Partners LLC | 806 | $48.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 815 | $48.0K | 0.00% | +815 | New |
| Beaird Harris Wealth Management, LLC | 833 | $49.0K | 0.02% | +2+0.2% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $59.0K | 0.01% | −1,500−60.0% | Reduced |
| Lazard Asset Management LLC | 1,030 | $61.0K | 0.00% | −30,347−96.7% | Reduced |
| IFP Advisors, Inc | 1,406 | $71.0K | 0.00% | +1,198+576.0% | Added |
| HM Payson & Co | 1,260 | $75.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,482 | $88.0K | 0.00% | +175+13.4% | Added |
| Public Employees Retirement System of Ohio | 1,578 | $94.0K | 0.00% | +80+5.3% | Added |
| Enterprise Trust & Investment Co | 1,600 | $95.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,616 | $96.0K | 0.00% | −1,998−55.3% | Reduced |
| Sittner & Nelson, LLC | 1,620 | $96.0K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $98.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,732 | $103.0K | 0.02% | +1,732 | New |
| Vestcor Inc | 1,885 | $112.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,925 | $114.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,996 | $118.0K | 0.04% | −200−9.1% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,042 | $121.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,125 | $126.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,803 | $166.0K | 0.00% | −190−6.3% | Reduced |
| Captrust Financial Advisors | 3,003 | $178.0K | 0.00% | +91+3.1% | Added |
| GHP Investment Advisors, Inc. | 3,044 | $180.0K | 0.01% | −1,098−26.5% | Reduced |
| Metropolitan Life Insurance Co | 3,323 | $197.0K | 0.01% | −10,156−75.3% | Reduced |
| Cetera Investment Advisers | 3,371 | $200.0K | 0.00% | +3,371 | New |
| Stratos Wealth Advisors, LLC | 3,429 | $203.0K | 0.02% | −28−0.8% | Reduced |
| Redwood Investment Management, LLC | 3,448 | $204.0K | 0.03% | +3,448 | New |
| CenterBook Partners LP | 3,436 | $204.0K | 0.07% | +3,436 | New |
| Cerity Partners LLC | 3,517 | $208.0K | 0.00% | −308−8.1% | Reduced |
| Walleye Trading LLC | 3,511 | $208.0K | 0.00% | +3,511 | New |
| Versor Investments LP | 3,600 | $213.0K | 0.01% | +3,600 | New |
| Standard Life Aberdeen plc | 3,566 | $214.0K | 0.00% | −30−0.8% | Reduced |
| Regents of the University of California | 3,650 | $216.0K | 0.03% | +3,650 | New |
| Shell Asset Management Co | 3,700 | $219.0K | 0.01% | −526−12.4% | Reduced |
| CIBC Asset Management Inc | 3,701 | $219.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,748 | $222.0K | 0.01% | +3,748 | New |
| Boston Family Office LLC | 3,865 | $229.0K | 0.02% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 3,900 | $231.0K | 0.16% | −486−11.1% | Reduced |
| Kepos Capital LP | 3,903 | $231.0K | 0.02% | +1,367+53.9% | Added |
| Phoenix Holdings Ltd. | 3,898 | $232.0K | 0.00% | −573−12.8% | Reduced |
| FMR LLC | 3,940 | $233.0K | 0.00% | +896+29.4% | Added |
| Stewart & Patten Co LLC | 4,000 | $237.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $237.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $237.0K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $237.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,020 | $238.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,000 | $238.0K | 0.02% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 4,019 | $238.0K | 0.27% | +4,019 | New |