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 |
|---|---|---|---|---|---|
| ACG Wealth | 4,889 | $290.0K | 0.05% | +15+0.3% | Added |
| Eqis Capital Management, Inc. | 4,770 | $283.0K | 0.03% | −4,626−49.2% | Reduced |
| Baird Financial Group, Inc. | 4,779 | $283.0K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 4,550 | $281.0K | 0.10% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 4,708 | $279.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,713 | $279.0K | 0.01% | +8+0.2% | Added |
| Atria Wealth Solutions, Inc. | 4,540 | $269.0K | 0.00% | +4,540 | New |
| Cetera Advisor Networks LLC | 4,358 | $258.0K | 0.00% | +1,401+47.4% | Added |
| MQS Management LLC | 4,244 | $252.0K | 0.21% | +4,244 | New |
| BTR Capital Management Inc | 4,200 | $249.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,078 | $242.0K | 0.00% | +14+0.3% | Added |
| Natixis Investment Managers International | 4,042 | $239.0K | 0.00% | +1,908+89.4% | Added |
| 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 |
| 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 |
| FMR LLC | 3,940 | $233.0K | 0.00% | +896+29.4% | Added |
| Phoenix Holdings Ltd. | 3,898 | $232.0K | 0.00% | −573−12.8% | Reduced |
| 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 |
| Boston Family Office LLC | 3,865 | $229.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,748 | $222.0K | 0.01% | +3,748 | 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 |
| Regents of the University of California | 3,650 | $216.0K | 0.03% | +3,650 | New |
| Standard Life Aberdeen plc | 3,566 | $214.0K | 0.00% | −30−0.8% | Reduced |
| Versor Investments LP | 3,600 | $213.0K | 0.01% | +3,600 | 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 |
| 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 |
| Stratos Wealth Advisors, LLC | 3,429 | $203.0K | 0.02% | −28−0.8% | Reduced |
| Cetera Investment Advisers | 3,371 | $200.0K | 0.00% | +3,371 | New |
| Metropolitan Life Insurance Co | 3,323 | $197.0K | 0.01% | −10,156−75.3% | Reduced |
| GHP Investment Advisors, Inc. | 3,044 | $180.0K | 0.01% | −1,098−26.5% | Reduced |
| Captrust Financial Advisors | 3,003 | $178.0K | 0.00% | +91+3.1% | Added |
| US Bancorp | 2,803 | $166.0K | 0.00% | −190−6.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $126.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,042 | $121.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,996 | $118.0K | 0.04% | −200−9.1% | Reduced |
| Umb Bank N A | 1,925 | $114.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,885 | $112.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,732 | $103.0K | 0.02% | +1,732 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $98.0K | 0.04% | 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 |
| Enterprise Trust & Investment Co | 1,600 | $95.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,578 | $94.0K | 0.00% | +80+5.3% | Added |
| CWM, LLC | 1,482 | $88.0K | 0.00% | +175+13.4% | Added |
| HM Payson & Co | 1,260 | $75.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,406 | $71.0K | 0.00% | +1,198+576.0% | Added |
| Lazard Asset Management LLC | 1,030 | $61.0K | 0.00% | −30,347−96.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $59.0K | 0.01% | −1,500−60.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 833 | $49.0K | 0.02% | +2+0.2% | Added |
| Hexagon Capital Partners LLC | 806 | $48.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 815 | $48.0K | 0.00% | +815 | New |
| Sutton Wealth Advisors Inc. | 776 | $46.0K | 0.02% | +139+21.8% | Added |
| Rockefeller Capital Management L.P. | 748 | $43.0K | 0.00% | +4+0.5% | Added |
| Pinnacle Bancorp, Inc. | 670 | $40.0K | 0.01% | −130−16.3% | Reduced |
| AdvisorNet Financial, Inc | 639 | $38.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 611 | $36.0K | 0.01% | +596+3,973.3% | Added |
| Northwestern Mutual Wealth Management Co | 533 | $32.0K | 0.00% | −23−4.1% | Reduced |
| Ellevest, Inc. | 518 | $31.0K | 0.00% | +292+129.2% | Added |
| State of Wyoming | 529 | $31.0K | 0.02% | +529 | New |
| Cambridge Trust Co | 500 | $30.0K | 0.00% | −1,000−66.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $29.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $29.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 471 | $28.0K | 0.00% | +40+9.3% | Added |
| Howe & Rusling Inc | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 401 | $23.0K | 0.00% | +329+456.9% | Added |
| Fieldpoint Private Securities, LLC | 345 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 304 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 304 | $18.0K | 0.00% | +2+0.7% | Added |
| 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 |
| Parkside Financial Bank & Trust | 226 | $13.0K | 0.00% | −23−9.2% | Reduced |
| Operose Advisors LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 128 | $8.00K | 0.00% | −40−23.8% | Reduced |
| 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 |
| Cullen/Frost Bankers, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99 | $6.00K | 0.00% | +17+20.7% | Added |
| 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 |
| TD Waterhouse Canada Inc. | 60 | $3.70K | 0.00% | +60 | New |
| 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 |
| 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 |
| 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 |