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, Q4 2022
Institutional positions in California Water Service Group as of Dec 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
- 295
- +20 vs. Q3 2022
- Shares held
- 45.1M
- +1.27M (+2.9%) vs. Q3 2022
- Total value
- $2.73B
- +$422.2M (+18.3%) vs. Q3 2022
- New holders
- 43
- 101 more added
- Sold out
- 23
- 88 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 366 | $0 | 0.00% | +366 | New |
| First Command Advisory Services, Inc. | 40 | $0 | 0.00% | +40 | New |
| Sofos Investments, Inc. | 61 | $36 | 0.00% | +61 | New |
| Huntington National Bank | 1 | $61 | 0.00% | −10,000−100.0% | Reduced |
| Glassman Wealth Services | 4 | $243 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7 | $424 | 0.00% | −3−30.0% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $424 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 8 | $485 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $485 | 0.00% | −1−11.1% | Reduced |
| Farther Finance Advisors, LLC | 9 | $546 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $667 | 0.00% | +5+83.3% | Added |
| Newbridge Financial Services Group, Inc. | 12 | $728 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $1.15K | 0.00% | +19 | New |
| Schubert & Co | 20 | $1.21K | 0.00% | −1−4.8% | Reduced |
| Private Advisor Group, LLC | 31,902 | $1.94K | 0.00% | −1,251−3.8% | Reduced |
| Massmutual Trust Co FSB | 36 | $2.00K | 0.00% | −1−2.7% | Reduced |
| Sierra Capital LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $2.18K | 0.00% | +3+9.1% | Added |
| Farmers & Merchants Investments Inc | 40 | $2.43K | 0.00% | +3+8.1% | Added |
| Harbour Investments, Inc. | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 52 | $3.15K | 0.00% | +52 | New |
| TD Waterhouse Canada Inc. | 60 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 76 | $4.61K | 0.00% | +45+145.2% | Added |
| Tfo-TDC, LLC | 237 | $5.28K | 0.00% | +237 | New |
| Bell Investment Advisors, Inc | 90 | $5.46K | 0.00% | +26+40.6% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 123 | $7.46K | 0.00% | −12−8.9% | Reduced |
| Ellevest, Inc. | 127 | $7.70K | 0.00% | +127 | New |
| Rational Advisors LLC | 130 | $7.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 132 | $8.00K | 0.00% | −72−35.3% | Reduced |
| TCI Wealth Advisors, Inc. | 184 | $11.2K | 0.00% | +133+260.8% | Added |
| M&R Capital Management Inc | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 201 | $12.2K | 0.00% | −1−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 236 | $13.0K | 0.00% | +110+87.3% | Added |
| Parkside Financial Bank & Trust | 230 | $13.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 231 | $14.0K | 0.00% | +148+178.3% | Added |
| Parallel Advisors, LLC | 237 | $14.4K | 0.00% | −4−1.7% | Reduced |
| Central Trust Co | 304 | $18.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 308 | $19.0K | 0.00% | −310−50.2% | Reduced |
| Private Trust Co NA | 354 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 450 | $27.3K | 0.02% | +450 | New |
| Belpointe Asset Management LLC | 461 | $27.9K | 0.00% | +461 | New |
| Public Employees Retirement System of Ohio | 498 | $30.0K | 0.00% | −1,093−68.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $30.3K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 504 | $30.6K | 0.02% | +504 | New |
| Hexagon Capital Partners LLC | 527 | $32.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 529 | $32.1K | 0.00% | +10+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 533 | $32.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 796 | $33.0K | 0.00% | −82−9.3% | Reduced |
| Column Capital Advisors, LLC | 611 | $37.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 630 | $38.2K | 0.00% | −85−11.9% | Reduced |
| Sutton Wealth Advisors Inc. | 643 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $41.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 726 | $43.0K | 0.00% | −10−1.4% | Reduced |
| FinTrust Capital Advisors, LLC | 753 | $45.7K | 0.01% | +753 | New |
| Beaird Harris Wealth Management, LLC | 838 | $50.8K | 0.01% | +2+0.2% | Added |
| Money Concepts Capital Corp | 940 | $57.0K | 0.00% | +125+15.3% | Added |
| Tower Research Capital LLC (TRC) | 968 | $59.0K | 0.00% | −7,693−88.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $60.6K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,037 | $63.0K | 0.00% | −402−27.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,123 | $68.1K | 0.01% | +9+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $75.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $76.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $98.2K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,633 | $99.0K | 0.00% | +10+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $100.7K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 1,760 | $107.0K | 0.00% | −55−3.0% | Reduced |
| Vestcor Inc | 1,885 | $114.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,989 | $120.6K | 0.01% | +91+4.8% | Added |
| High Net Worth Advisory Group LLC | 1,996 | $121.0K | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,086 | $126.5K | 0.00% | −45−2.1% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $128.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,316 | $140.0K | 0.01% | −604−20.7% | Reduced |
| GHP Investment Advisors, Inc. | 2,515 | $152.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,688 | $163.0K | 0.00% | −152−5.4% | Reduced |
| HBK Sorce Advisory LLC | 22,474 | $171.0K | 0.00% | +10,978+95.5% | Added |
| Natixis Investment Managers International | 2,922 | $177.2K | 0.01% | −351−10.7% | Reduced |
| Janney Montgomery Scott LLC | 3,298 | $200.0K | 0.00% | +3,298 | New |
| Shelton Capital Management | 3,304 | $200.4K | 0.02% | +3,304 | New |
| Kepos Capital LP | 3,312 | $201.0K | 0.03% | −1,312−28.4% | Reduced |
| Metropolitan Life Insurance Co | 3,323 | $201.5K | 0.01% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 3,397 | $206.0K | 0.23% | +3,397 | New |
| Private Capital Management LLC | 3,410 | $206.8K | 0.07% | +3,410 | New |
| Mackenzie Financial Corp | 3,454 | $209.5K | 0.00% | +3,454 | New |
| Park National Corp | 3,470 | $210.4K | 0.01% | +3,470 | New |
| Veriti Management LLC | 3,583 | $217.3K | 0.03% | +3,583 | New |
| Regents of the University of California | 3,650 | $221.3K | 0.04% | +3,650 | New |
| Davy Global Fund Management Ltd | 3,728 | $226.1K | 0.05% | +3,728 | New |
| Humankind Investments LLC | 3,733 | $226.4K | 0.10% | −64−1.7% | Reduced |
| Cerity Partners LLC | 3,749 | $227.3K | 0.00% | −182−4.6% | Reduced |
| Profund Advisors LLC | 3,773 | $228.8K | 0.01% | −310−7.6% | Reduced |
| Boston Family Office LLC | 3,865 | $234.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $242.5K | 0.00% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,000 | $242.6K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $242.6K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $242.6K | 0.08% | 00.0% | Unchanged |