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 |
|---|---|---|---|---|---|
| BTR Capital Management Inc | 4,200 | $221.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,109 | $217.0K | 0.00% | +13+0.3% | Added |
| Profund Advisors LLC | 4,083 | $215.0K | 0.02% | −250−5.8% | Reduced |
| 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 |
| Cerity Partners LLC | 3,931 | $207.0K | 0.00% | +34+0.9% | Added |
| Boston Family Office LLC | 3,865 | $204.0K | 0.02% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,797 | $200.0K | 0.10% | +140+3.8% | Added |
| Metropolitan Life Insurance Co | 3,323 | $175.1K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,273 | $172.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,920 | $154.0K | 0.01% | −782−21.1% | Reduced |
| US Bancorp | 2,840 | $150.0K | 0.00% | +231+8.9% | Added |
| GHP Investment Advisors, Inc. | 2,515 | $133.0K | 0.01% | 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 |
| High Net Worth Advisory Group LLC | 1,996 | $105.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,898 | $100.0K | 0.01% | +1,610+559.0% | Added |
| Vestcor Inc | 1,885 | $99.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,815 | $96.0K | 0.00% | −70−3.7% | Reduced |
| HBK Sorce Advisory LLC | 11,496 | $90.0K | 0.01% | +11,496 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $88.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,623 | $86.0K | 0.00% | +4+0.2% | Added |
| Sittner & Nelson, LLC | 1,620 | $85.0K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,591 | $84.0K | 0.00% | +31+2.0% | Added |
| CWM, LLC | 1,439 | $76.0K | 0.00% | +395+37.8% | Added |
| HM Payson & Co | 1,260 | $66.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,243 | $65.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,114 | $58.0K | 0.01% | +50+4.7% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 878 | $50.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 836 | $44.0K | 0.01% | +1+0.1% | Added |
| Money Concepts Capital Corp | 815 | $43.0K | 0.00% | 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 |
| Pinnacle Bancorp, Inc. | 670 | $35.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 643 | $33.9K | 0.01% | +14+2.2% | Added |
| Baystate Wealth Management LLC | 618 | $33.0K | 0.00% | +313+102.6% | Added |
| Column Capital Advisors, LLC | 611 | $32.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 519 | $27.0K | 0.00% | −120−18.8% | Reduced |
| Wipfli Financial Advisors LLC, | 506 | $27.0K | 0.00% | +506 | New |
| Brown, Lisle/Cummings, Inc. | 500 | $26.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 354 | $19.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 304 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 241 | $13.0K | 0.00% | +10+4.3% | Added |
| Parkside Financial Bank & Trust | 230 | $12.0K | 0.00% | +12+5.5% | Added |
| 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 |
| M&R Capital Management Inc | 200 | $10.0K | 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 |
| Cullen/Frost Bankers, Inc. | 100 | $5.00K | 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 |
| TD Waterhouse Canada Inc. | 60 | $3.31K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −49,278−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −21,182−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −16,455−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −16,086−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −13,222−100.0% | Sold out |
| Tortoise Index Solutions, LLC | 0 | $0 | 0.00% | −13,128−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −12,983−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,312−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −6,591−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |