Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 281 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 heldQ3 2022: $2.31B
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, Q3 2022

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2022.

Institutions holding CWT in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Maryland State Retirement & Pension System22,194$1.17M0.10%+404+1.9%Added
Exchange Traded Concepts, LLC22,051$1.16M0.04%−739−3.2%Reduced
Hoylecohen, LLC21,580$1.14M0.12%00.0%Unchanged
Manufacturers Life Insurance Company, The21,372$1.13M0.00%−333−1.5%Reduced
Creative Planning20,794$1.10M0.00%+1,454+7.5%Added
Ergoteles LLC20,779$1.09M0.04%+20,779New
Bessemer Group Inc19,926$1.05M0.00%−286−1.4%Reduced
Millennium Management LLC19,828$1.04M0.00%+9,618+94.2%Added
State Board of Administration of Florida Retirement System19,220$1.01M0.00%00.0%Unchanged
Everence Capital Management Inc18,230$961.0K0.09%00.0%Unchanged
APG Asset Management N.V.17,800$957.0K0.00%−8,500−32.3%Reduced
Oregon Public Employees Retirement Fund17,796$938.0K0.01%+136+0.8%Added
AlphaCrest Capital Management LLC17,066$899.0K0.05%+17,066New
Macquarie Group Ltd16,871$889.0K0.00%−10,631−38.7%Reduced
Ensign Peak Advisors, Inc16,726$881.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC16,507$871.0K0.01%+607+3.8%Added
Summit Global Investments15,472$815.0K0.08%+75+0.5%Added
Willow Creek Wealth Management Inc.15,111$796.0K0.15%+31+0.2%Added
Teachers Retirement System of the State of Kentucky15,034$792.0K0.01%+15,034New
Commonwealth Equity Services, LLC14,992$789.0K0.00%−362−2.4%Reduced
DekaBank Deutsche Girozentrale14,837$784.0K0.00%+9,837+196.7%Added
Farmers & Merchants Trust Co of Long Beach14,718$775.0K0.24%00.0%Unchanged
Arizona State Retirement System14,613$770.0K0.01%+57+0.4%Added
Russell Investments Group, Ltd.14,333$754.0K0.00%+14,333New
Green Alpha Advisors, LLC13,923$734.0K0.62%−26,742−65.8%Reduced
Clean Yield Group13,385$705.0K0.33%00.0%Unchanged
Schroder Investment Management Group13,360$704.0K0.00%+13,360New
LPL Financial LLC13,043$687.0K0.00%+1,033+8.6%Added
Virginia Retirement Systems Et Al13,000$685.0K0.01%+13,000New
American Century Companies Inc12,730$671.0K0.00%+3,099+32.2%Added
Manchester Capital Management LLC12,701$669.0K0.12%00.0%Unchanged
STRS Ohio12,500$658.0K0.00%+10,300+468.2%Added
Victory Capital Management Inc12,217$644.0K0.00%+166+1.4%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main11,830$623.3K0.00%00.0%Unchanged
Wedbush Securities Inc11,739$619.0K0.03%−996−7.8%Reduced
ETF Managers Group, LLC11,631$613.0K0.02%+521+4.7%Added
Independent Advisor Alliance11,602$611.0K0.04%−7,756−40.1%Reduced
Virtue Capital Management, LLC11,514$607.0K0.10%+3,132+37.4%Added
Holocene Advisors, LP11,501$606.0K0.00%+4,125+55.9%Added
Van Eck Associates Corp11,439$603.0K0.00%+1,233+12.1%Added
Mutual of America Capital Management LLC10,814$570.0K0.01%+1,783+19.7%Added
Sovereign Financial Group, Inc.10,661$562.0K0.23%−7−0.1%Reduced
HSBC Holdings PLC10,328$555.0K0.00%+6,195+149.9%Added
Janus Henderson Group PLC10,247$541.0K0.00%+22+0.2%Added
Virtus Investment Advisers, Inc.10,076$531.0K0.24%+10,076New
Huntington National Bank10,001$527.0K0.01%00.0%Unchanged
Balyasny Asset Management LLC9,961$525.0K0.00%+9,961New
Stifel Financial Corp9,843$519.0K0.00%−531−5.1%Reduced
D.A. Davidson & Co.9,669$509.0K0.01%+10.0%Added
Public Employees Retirement Association of Colorado9,320$491.0K0.00%00.0%Unchanged
Handelsbanken Fonder AB9,216$486.0K0.00%−2,100−18.6%Reduced
Pathstone Family Office, LLC9,032$475.9K0.01%+1,949+27.5%Added
The PNC Financial Services Group, Inc.8,972$472.0K0.00%+241+2.8%Added
SEI Investments Co8,921$470.0K0.00%−219−2.4%Reduced
Tower Research Capital LLC (TRC)8,661$457.0K0.01%+6,718+345.8%Added
New York Life Investment Management LLC8,543$450.0K0.01%+676+8.6%Added
Meeder Asset Management Inc8,157$430.0K0.02%+2,183+36.5%Added
Westwood Holdings Group Inc.8,051$424.0K0.01%+8,051New
Teacher Retirement System of Texas7,728$407.0K0.00%−485−5.9%Reduced
South Dakota Investment Council7,717$407.0K0.01%00.0%Unchanged
Blackhill Capital Inc7,600$400.0K0.05%00.0%Unchanged
Truist Financial Corp7,342$387.0K0.00%−1,919−20.7%Reduced
TRUE Private Wealth Advisors7,200$379.0K0.06%00.0%Unchanged
Winton Group Ltd7,148$377.0K0.02%−11,147−60.9%Reduced
HighTower Advisors, LLC7,065$373.0K0.00%+63+0.9%Added
D. E. Shaw & Co., Inc.6,828$360.0K0.00%−4,774−41.1%Reduced
Banque Pictet & Cie SA6,828$359.8K0.00%+2,113+44.8%Added
Walleye Trading LLC6,714$354.0K0.01%+6,714New
Jump Financial, LLC6,715$353.0K0.01%+6,715New
Jacobi Capital Management LLC6,629$350.0K0.05%+154+2.4%Added
Hutchinson Capital Management6,606$348.0K0.09%+4+0.1%Added
Wealth Architects, LLC6,572$346.0K0.07%+50+0.8%Added
IFM Investors Pty Ltd6,444$340.0K0.01%+104+1.6%Added
Creative Financial Designs Inc6,436$339.0K0.06%+372+6.1%Added
Hightower 6M Holding, LLC6,277$331.0K0.03%−634−9.2%Reduced
Mitchell McLeod Pugh & Williams Inc6,013$317.0K0.12%+13+0.2%Added
Alan B. Lancz & Associates, Inc.6,000$316.0K0.38%00.0%Unchanged
Mariner, LLC5,882$310.0K0.00%+5,882New
AE Wealth Management LLC5,812$306.0K0.00%+630+12.2%Added
Cetera Advisor Networks LLC5,758$303.0K0.00%−200−3.4%Reduced
Virtu Financial LLC5,760$303.0K0.03%+5,760New
JustInvest LLC5,731$302.0K0.01%+128+2.3%Added
Engineers Gate Manager LP5,734$302.0K0.02%+5,734New
Advisor Group Holdings, Inc.5,692$300.0K0.00%−622−9.9%Reduced
M&T Bank Corp5,208$273.0K0.00%−81−1.5%Reduced
Mission Wealth Management, LP5,135$271.0K0.01%00.0%Unchanged
Bluestein R H & Co5,000$263.0K0.02%00.0%Unchanged
Wellington Shields & Co., LLC5,000$263.0K0.11%00.0%Unchanged
Crossmark Global Holdings, Inc.4,960$261.0K0.01%−70−1.4%Reduced
Atria Wealth Solutions, Inc.4,940$260.3K0.00%00.0%Unchanged
ACG Wealth4,888$258.0K0.06%00.0%Unchanged
BancorpSouth Bank4,864$256.0K0.03%+4,864New
Baird Financial Group, Inc.4,801$253.0K0.00%−4−0.1%Reduced
FMR LLC4,764$251.0K0.00%+837+21.3%Added
Versor Investments LP4,727$249.0K0.01%−13,700−74.3%Reduced
North Point Portfolio Managers Corp4,708$248.0K0.05%00.0%Unchanged
Evergreen Capital Management LLC4,654$245.0K0.01%+4,654New
Kepos Capital LP4,624$244.0K0.03%+1,513+48.6%Added
Old Port Advisors4,300$237.0K0.09%−250−5.5%Reduced
Ameritas Investment Partners, Inc.4,256$224.0K0.01%+236+5.9%Added