Skip to main content

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.

Institutional holdersQ1 2022: 312 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 heldQ1 2022: $2.51B
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, Q1 2022

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2021.

Institutions holding CWT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Natixis Investment Managers International4,042$239.0K0.00%+1,908+89.4%Added
Steward Partners Investment Advisory, LLC4,078$242.0K0.00%+14+0.3%Added
BTR Capital Management Inc4,200$249.0K0.03%00.0%Unchanged
MQS Management LLC4,244$252.0K0.21%+4,244New
Cetera Advisor Networks LLC4,358$258.0K0.00%+1,401+47.4%Added
Atria Wealth Solutions, Inc.4,540$269.0K0.00%+4,540New
North Point Portfolio Managers Corp4,708$279.0K0.04%00.0%Unchanged
Geneos Wealth Management Inc.4,713$279.0K0.01%+8+0.2%Added
Old Port Advisors4,550$281.0K0.10%00.0%Unchanged
Eqis Capital Management, Inc.4,770$283.0K0.03%−4,626−49.2%Reduced
Baird Financial Group, Inc.4,779$283.0K0.00%00.0%Unchanged
ACG Wealth4,889$290.0K0.05%+15+0.3%Added
JustInvest LLC4,923$292.0K0.01%+1,074+27.9%Added
Man Group plc4,959$294.0K0.00%+4,959New
Bluestein R H & Co5,000$296.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC5,000$296.0K0.10%00.0%Unchanged
Crossmark Global Holdings, Inc.5,020$298.0K0.01%+60+1.2%Added
Cadence Bank NA5,044$299.0K0.08%−585−10.4%Reduced
DekaBank Deutsche Girozentrale5,000$300.0K0.00%00.0%Unchanged
Mission Wealth Management, LP5,135$304.0K0.01%00.0%Unchanged
AE Wealth Management LLC5,182$307.0K0.00%+5,182New
Blueshift Asset Management, LLC5,462$324.0K0.03%+5,462New
Profund Advisors LLC5,583$331.0K0.01%+315+6.0%Added
Creative Financial Designs Inc5,639$334.0K0.05%+83+1.5%Added
Meeder Asset Management Inc5,713$339.0K0.02%+5,713New
Federated Hermes, Inc.5,866$348.0K0.00%−60−1.0%Reduced
Humankind Investments LLC5,972$354.0K0.14%+908+17.9%Added
Mitchell McLeod Pugh & Williams Inc6,000$356.0K0.12%00.0%Unchanged
Banque Pictet & Cie SA6,193$367.0K0.00%−548−8.1%Reduced
TRUE Private Wealth Advisors7,200$373.0K0.05%00.0%Unchanged
Alan B. Lancz & Associates, Inc.6,400$379.0K0.33%00.0%Unchanged
Advisor Group Holdings, Inc.6,450$382.0K0.00%−171−2.6%Reduced
Jacobi Capital Management LLC6,470$384.0K0.05%+4+0.1%Added
Wealth Architects, LLC6,573$390.0K0.07%+101+1.6%Added
Hutchinson Capital Management6,605$392.0K0.09%+30.0%Added
Mirabella Financial Services LLP6,774$402.0K0.05%+6,774New
IndexIQ Advisors LLC6,889$408.0K0.01%−607−8.1%Reduced
Hightower 6M Holding, LLC6,908$410.0K0.03%+6,908New
IFM Investors Pty Ltd6,933$411.0K0.01%+6,933New
SEI Investments Co6,969$413.0K0.00%+3,794+119.5%Added
Hutchens & Kramer Investment Management Group, LLC6,754$417.0K0.23%+48+0.7%Added
HighTower Advisors, LLC7,158$426.0K0.00%+373+5.5%Added
M&T Bank Corp7,240$429.0K0.00%+111+1.6%Added
Zacks Investment Management7,356$436.0K0.01%−25−0.3%Reduced
Mutual of America Capital Management LLC7,581$449.0K0.00%+393+5.5%Added
Blackhill Capital Inc7,600$451.0K0.04%00.0%Unchanged
South Dakota Investment Council7,717$457.0K0.01%−1,000−11.5%Reduced
The PNC Financial Services Group, Inc.8,042$477.0K0.00%+758+10.4%Added
Susquehanna International Group, LLP8,067$478.0K0.00%−10,869−57.4%Reduced
Guggenheim Capital LLC8,127$482.0K0.00%+4,566+128.2%Added
Truist Financial Corp8,322$493.0K0.00%−427−4.9%Reduced
Bessemer Group Inc8,622$511.0K0.00%+2,604+43.3%Added
LPL Financial LLC8,635$512.0K0.00%−336−3.7%Reduced
State of Wisconsin Investment Board8,700$516.0K0.00%+4,100+89.1%Added
Tudor Investment Corp Et Al8,826$523.0K0.01%+8,826New
Virtue Capital Management, LLC9,189$545.0K0.09%−522−5.4%Reduced
Public Employees Retirement Association of Colorado9,320$552.0K0.00%00.0%Unchanged
AlphaCrest Capital Management LLC9,353$554.0K0.03%−21,270−69.5%Reduced
Jane Street Group, LLC9,585$568.0K0.00%+9,585New
D.A. Davidson & Co.9,763$579.0K0.01%+10.0%Added
Huntington National Bank10,001$593.0K0.01%00.0%Unchanged
Janus Henderson Group PLC10,237$607.0K0.00%−2,252−18.0%Reduced
Victory Capital Management Inc11,729$608.0K0.00%+5,146+78.2%Added
Winton Group Ltd10,264$608.0K0.03%+10,264New
Pathstone Family Office, LLC8,319$613.0K0.01%−58−0.7%Reduced
Stifel Financial Corp10,383$615.0K0.00%−257−2.4%Reduced
Sovereign Financial Group, Inc.10,606$629.0K0.23%+286+2.8%Added
Van Eck Associates Corp10,643$631.0K0.00%+976+10.1%Added
Teacher Retirement System of Texas10,853$643.0K0.00%+892+9.0%Added
Handelsbanken Fonder AB11,316$671.0K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main11,830$701.3K0.00%00.0%Unchanged
Squarepoint Ops LLC12,200$723.0K0.01%+12,200New
ETF Managers Group, LLC12,468$748.0K0.02%+278+2.3%Added
Manchester Capital Management LLC12,701$753.0K0.11%00.0%Unchanged
Wedbush Securities Inc12,731$755.0K0.03%−11−0.1%Reduced
Lenox Wealth Advisors, LLC13,000$763.0K0.10%+13,000New
Tower Research Capital LLC (TRC)13,242$785.0K0.01%+12,616+2,015.3%Added
Clean Yield Group13,385$793.0K0.28%−260−1.9%Reduced
Commonwealth Equity Services, LLC13,446$797.0K0.00%−119−0.9%Reduced
Qube Research & Technologies Ltd13,460$798.0K0.01%+6,547+94.7%Added
Vident Investment Advisory, LLC13,581$805.0K0.02%+1,434+11.8%Added
Tortoise Index Solutions, LLC13,581$805.0K0.15%+1,434+11.8%Added
Teachers Retirement System of the State of Kentucky14,052$833.0K0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd14,202$842.0K0.10%+10,712+306.9%Added
Virginia Retirement Systems Et Al14,200$842.0K0.01%+14,200New
Arizona State Retirement System14,221$843.0K0.01%+351+2.5%Added
Summit Global Investments14,297$848.0K0.06%+500+3.6%Added
SG Americas Securities, LLC14,485$859.0K0.01%−11,321−43.9%Reduced
Susquehanna Fundamental Investments, LLC14,652$869.0K0.02%+312+2.2%Added
Farmers & Merchants Trust Co of Long Beach14,718$872.0K0.23%−1,000−6.4%Reduced
D. E. Shaw & Co., Inc.15,619$926.0K0.00%+12,583+414.5%Added
HSBC Holdings PLC15,447$928.0K0.00%−3,897−20.1%Reduced
Alberta Investment Management Corp15,737$933.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC16,140$957.0K0.01%+2,790+20.9%Added
Algert Global LLC16,319$967.0K0.06%+11,369+229.7%Added
STRS Ohio16,400$972.0K0.00%+6,800+70.8%Added
Ensign Peak Advisors, Inc16,726$992.0K0.00%00.0%Unchanged
Green Alpha Advisors, LLC17,052$1.01M0.68%+257+1.5%Added
Allianz Asset Management GmbH17,341$1.03M0.00%+196+1.1%Added
Gsa Capital Partners LLP17,341$1.03M0.14%+17,341New