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, Q3 2022
Institutional positions in California Water Service Group as of Sep 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
- +3 vs. Q2 2022
- Shares held
- 43.9M
- +63.8K (+0.1%) vs. Q2 2022
- Total value
- $2.31B
- −$121.8M (−5.0%) vs. Q2 2022
- New holders
- 34
- 109 more added
- Sold out
- 31
- 76 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| First Horizon Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $0 | 0.00% | +3+50.0% | Added |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Federated Hermes, Inc. | 10 | $1.00K | 0.00% | −4,950−99.8% | Reduced |
| Hallmark Capital Management Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 21 | $1.00K | 0.00% | +8+61.5% | Added |
| Newbridge Financial Services Group, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 33 | $2.00K | 0.00% | −4−10.8% | Reduced |
| Sierra Capital LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $2.00K | 0.00% | +25+208.3% | Added |
| Proequities, Inc. | 31 | $2.00K | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 37 | $2.00K | 0.00% | +37 | New |
| Harbour Investments, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 51 | $3.00K | 0.00% | +3+6.3% | Added |
| Bell Investment Advisors, Inc | 64 | $3.00K | 0.00% | +9+16.4% | Added |
| Global Retirement Partners, LLC | 50 | $3.00K | 0.00% | +11+28.2% | Added |
| Point72 Hong Kong Ltd | 54 | $3.00K | 0.00% | +54 | New |
| TD Waterhouse Canada Inc. | 60 | $3.31K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | −27−28.4% | Reduced |
| Baldwin Brothers Inc | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 83 | $4.00K | 0.00% | +18+27.7% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 130 | $7.00K | 0.00% | +1+0.8% | Added |
| Fifth Third Bancorp | 135 | $7.00K | 0.00% | +36+36.4% | Added |
| M&R Capital Management Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 202 | $11.0K | 0.00% | −71−26.0% | Reduced |
| Brown Brothers Harriman & Co | 204 | $11.0K | 0.00% | +72+54.5% | Added |
| Parkside Financial Bank & Trust | 230 | $12.0K | 0.00% | +12+5.5% | Added |
| Parallel Advisors, LLC | 241 | $13.0K | 0.00% | +10+4.3% | Added |
| Central Trust Co | 304 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 354 | $19.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $26.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 519 | $27.0K | 0.00% | −120−18.8% | Reduced |
| Wipfli Financial Advisors LLC, | 506 | $27.0K | 0.00% | +506 | New |
| Hexagon Capital Partners LLC | 527 | $28.0K | 0.01% | −279−34.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 533 | $28.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 611 | $32.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 618 | $33.0K | 0.00% | +313+102.6% | Added |
| Sutton Wealth Advisors Inc. | 643 | $33.9K | 0.01% | +14+2.2% | Added |
| Pinnacle Bancorp, Inc. | 670 | $35.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 736 | $38.0K | 0.00% | −42−5.4% | Reduced |
| Signaturefd, LLC | 715 | $38.0K | 0.00% | +111+18.4% | Added |
| Money Concepts Capital Corp | 815 | $43.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 836 | $44.0K | 0.01% | +1+0.1% | Added |
| IFP Advisors, Inc | 878 | $50.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,114 | $58.0K | 0.01% | +50+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $65.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $66.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,439 | $76.0K | 0.00% | +395+37.8% | Added |
| Public Employees Retirement System of Ohio | 1,591 | $84.0K | 0.00% | +31+2.0% | Added |
| Sittner & Nelson, LLC | 1,620 | $85.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,623 | $86.0K | 0.00% | +4+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $88.0K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,496 | $90.0K | 0.01% | +11,496 | New |
| Umb Bank N A | 1,815 | $96.0K | 0.00% | −70−3.7% | Reduced |
| Vestcor Inc | 1,885 | $99.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,898 | $100.0K | 0.01% | +1,610+559.0% | Added |
| High Net Worth Advisory Group LLC | 1,996 | $105.0K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,131 | $112.0K | 0.00% | −756−26.2% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $112.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,515 | $133.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,840 | $150.0K | 0.00% | +231+8.9% | Added |
| Shell Asset Management Co | 2,920 | $154.0K | 0.01% | −782−21.1% | Reduced |
| Natixis Investment Managers International | 3,273 | $172.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,323 | $175.1K | 0.01% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,797 | $200.0K | 0.10% | +140+3.8% | Added |
| Boston Family Office LLC | 3,865 | $204.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,931 | $207.0K | 0.00% | +34+0.9% | Added |
| Stewart & Patten Co LLC | 4,000 | $211.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $211.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $211.0K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $211.0K | 0.09% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,083 | $215.0K | 0.02% | −250−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,109 | $217.0K | 0.00% | +13+0.3% | Added |
| BTR Capital Management Inc | 4,200 | $221.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,256 | $224.0K | 0.01% | +236+5.9% | Added |
| Old Port Advisors | 4,300 | $237.0K | 0.09% | −250−5.5% | Reduced |
| Kepos Capital LP | 4,624 | $244.0K | 0.03% | +1,513+48.6% | Added |
| Evergreen Capital Management LLC | 4,654 | $245.0K | 0.01% | +4,654 | New |
| North Point Portfolio Managers Corp | 4,708 | $248.0K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 4,727 | $249.0K | 0.01% | −13,700−74.3% | Reduced |
| FMR LLC | 4,764 | $251.0K | 0.00% | +837+21.3% | Added |
| Baird Financial Group, Inc. | 4,801 | $253.0K | 0.00% | −4−0.1% | Reduced |
| BancorpSouth Bank | 4,864 | $256.0K | 0.03% | +4,864 | New |
| ACG Wealth | 4,888 | $258.0K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,940 | $260.3K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,960 | $261.0K | 0.01% | −70−1.4% | Reduced |
| Bluestein R H & Co | 5,000 | $263.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,000 | $263.0K | 0.11% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,135 | $271.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 5,208 | $273.0K | 0.00% | −81−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,692 | $300.0K | 0.00% | −622−9.9% | Reduced |
| JustInvest LLC | 5,731 | $302.0K | 0.01% | +128+2.3% | Added |
| Engineers Gate Manager LP | 5,734 | $302.0K | 0.02% | +5,734 | New |