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, Q2 2022
Institutional positions in California Water Service Group as of Jun 30, 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
- 281
- −22 vs. Q1 2022
- Shares held
- 43.9M
- +1.81M (+4.3%) vs. Q1 2022
- Total value
- $2.44B
- −$55.9M (−2.2%) vs. Q1 2022
- New holders
- 28
- 93 more added
- Sold out
- 50
- 94 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 8 | $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 |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Glassman Wealth Services | 4 | $0 | 0.00% | +4 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | −78−86.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $1.00K | 0.00% | +7+116.7% | Added |
| Hallmark Capital Management Inc | 19 | $1.00K | 0.00% | +19 | New |
| Avion Wealth | 13 | $1.00K | 0.00% | +13 | New |
| Ellevest, Inc. | 40 | $2.00K | 0.00% | −478−92.3% | Reduced |
| Sageworth Trust Co of South Dakota | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $2.00K | 0.00% | +23+164.3% | Added |
| Global Retirement Partners, LLC | 39 | $2.00K | 0.00% | +22+129.4% | Added |
| Sierra Capital LLC | 32 | $2.00K | 0.00% | +32 | New |
| TCI Wealth Advisors, Inc. | 48 | $3.00K | 0.00% | −68−58.6% | Reduced |
| Harbour Investments, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 55 | $3.00K | 0.00% | +55 | New |
| TD Waterhouse Canada Inc. | 60 | $3.42K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $4.00K | 0.00% | +18+38.3% | Added |
| Hantz Financial Services, Inc. | 95 | $5.00K | 0.00% | −18−15.9% | Reduced |
| Fifth Third Bancorp | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 106 | $6.00K | 0.00% | −239−69.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 129 | $7.00K | 0.00% | +3+2.4% | Added |
| Brown Brothers Harriman & Co | 132 | $7.00K | 0.00% | +132 | New |
| Ronald Blue Trust, Inc. | 126 | $8.00K | 0.00% | +126 | New |
| Operose Advisors LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 218 | $12.0K | 0.00% | −8−3.5% | Reduced |
| Parallel Advisors, LLC | 231 | $13.0K | 0.00% | −32−12.2% | Reduced |
| Versant Capital Management, Inc | 273 | $15.0K | 0.01% | −5−1.8% | Reduced |
| Quadrant Capital Group LLC | 288 | $16.0K | 0.00% | −113−28.2% | Reduced |
| Central Trust Co | 304 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 305 | $17.0K | 0.00% | +1+0.3% | Added |
| Aquatic Capital Management LLC | 300 | $17.0K | 0.01% | +300 | New |
| Private Trust Co NA | 354 | $20.0K | 0.00% | +354 | New |
| Brown, Lisle/Cummings, Inc. | 500 | $27.8K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $27.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 533 | $30.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 611 | $34.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 604 | $34.0K | 0.00% | +133+28.2% | Added |
| Sutton Wealth Advisors Inc. | 629 | $34.9K | 0.01% | −147−18.9% | Reduced |
| AdvisorNet Financial, Inc | 639 | $35.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $37.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 716 | $39.8K | 0.00% | +716 | New |
| Rockefeller Capital Management L.P. | 778 | $42.0K | 0.00% | +30+4.0% | Added |
| Hexagon Capital Partners LLC | 806 | $45.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 835 | $46.0K | 0.01% | +2+0.2% | Added |
| Money Concepts Capital Corp | 815 | $46.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 878 | $50.0K | 0.00% | −528−37.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $56.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,041 | $57.0K | 0.00% | +11+1.1% | Added |
| CWM, LLC | 1,044 | $58.0K | 0.00% | −438−29.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,064 | $60.0K | 0.02% | +936+731.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $69.0K | 0.00% | +1,243 | New |
| HM Payson & Co | 1,260 | $70.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,560 | $87.0K | 0.00% | −18−1.1% | Reduced |
| Enterprise Trust & Investment Co | 1,600 | $89.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,619 | $90.0K | 0.00% | +3+0.2% | Added |
| Sittner & Nelson, LLC | 1,620 | $90.0K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $92.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 1,885 | $105.0K | 0.00% | −40−2.1% | Reduced |
| Vestcor Inc | 1,885 | $105.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,943 | $108.0K | 0.00% | −11,299−85.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,996 | $111.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,125 | $118.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 2,200 | $122.0K | 0.00% | −14,200−86.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,515 | $140.0K | 0.01% | −529−17.4% | Reduced |
| US Bancorp | 2,609 | $145.0K | 0.00% | −194−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,887 | $160.0K | 0.00% | −76,908−96.4% | Reduced |
| Kepos Capital LP | 3,111 | $173.0K | 0.02% | −792−20.3% | Reduced |
| PEAK6 Investments LLC | 3,294 | $173.9K | 0.00% | +3,294 | New |
| Captrust Financial Advisors | 3,208 | $178.0K | 0.00% | +205+6.8% | Added |
| Natixis Investment Managers International | 3,273 | $181.0K | 0.00% | −769−19.0% | Reduced |
| SeaCrest Wealth Management, LLC | 3,309 | $184.0K | 0.02% | +3,309 | New |
| Metropolitan Life Insurance Co | 3,323 | $184.6K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,604 | $200.0K | 0.01% | +3,604 | New |
| Humankind Investments LLC | 3,657 | $203.0K | 0.10% | −2,315−38.8% | Reduced |
| Regents of the University of California | 3,650 | $203.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,702 | $206.0K | 0.01% | +2+0.1% | Added |
| Mackenzie Financial Corp | 3,797 | $211.0K | 0.00% | +3,797 | New |
| Boston Family Office LLC | 3,865 | $215.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,897 | $216.0K | 0.00% | +380+10.8% | Added |
| FMR LLC | 3,927 | $218.0K | 0.00% | −13−0.3% | Reduced |
| Stewart & Patten Co LLC | 4,000 | $222.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $222.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $222.0K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $222.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,020 | $223.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,096 | $228.0K | 0.00% | +18+0.4% | Added |
| HSBC Holdings PLC | 4,133 | $230.0K | 0.00% | −11,314−73.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,000 | $231.0K | 0.23% | +100+2.6% | Added |
| BTR Capital Management Inc | 4,200 | $233.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,333 | $241.0K | 0.02% | −1,250−22.4% | Reduced |
| Old Port Advisors | 4,550 | $254.0K | 0.10% | 00.0% | Unchanged |