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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 4,061 | $246.3K | 0.02% | +4,061 | New |
| Lido Advisors, LLC | 4,079 | $247.4K | 0.00% | +4,079 | New |
| Steward Partners Investment Advisory, LLC | 4,117 | $249.6K | 0.00% | +8+0.2% | Added |
| Evergreen Capital Management LLC | 4,194 | $254.3K | 0.01% | −460−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,256 | $260.6K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 4,300 | $260.8K | 0.10% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,434 | $268.9K | 0.02% | +4,434 | New |
| Cetera Investment Advisers | 4,442 | $269.4K | 0.00% | +4,442 | New |
| FMR LLC | 4,449 | $269.8K | 0.00% | −315−6.6% | Reduced |
| Susquehanna International Group, LLP | 4,587 | $278.2K | 0.00% | −31,521−87.3% | Reduced |
| North Point Portfolio Managers Corp | 4,708 | $285.5K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,735 | $287.1K | 0.00% | +4,735 | New |
| JustInvest LLC | 4,830 | $292.9K | 0.01% | −901−15.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,934 | $299.0K | 0.01% | −26−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 4,940 | $299.6K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,000 | $303.2K | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,000 | $303.2K | 0.00% | +5,000 | New |
| Mission Wealth Management, LP | 5,135 | $311.4K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 5,172 | $313.6K | 0.00% | −36−0.7% | Reduced |
| AE Wealth Management LLC | 5,269 | $319.5K | 0.00% | −543−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,305 | $322.0K | 0.00% | −387−6.8% | Reduced |
| Gotham Asset Management, LLC | 5,421 | $328.7K | 0.01% | +5,421 | New |
| Baird Financial Group, Inc. | 5,460 | $331.0K | 0.00% | +659+13.7% | Added |
| D. E. Shaw & Co., Inc. | 5,642 | $342.1K | 0.00% | −1,186−17.4% | Reduced |
| Truist Financial Corp | 5,895 | $357.5K | 0.00% | −1,447−19.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $363.8K | 0.12% | −13−0.2% | Reduced |
| SEI Investments Co | 6,084 | $368.9K | 0.00% | −2,837−31.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,000 | $374.3K | 0.38% | 00.0% | Unchanged |
| Duality Advisers, LP | 6,357 | $385.5K | 0.04% | +6,357 | New |
| Meeder Advisory Services, Inc. | 6,473 | $392.5K | 0.05% | +6,473 | New |
| Cetera Advisor Networks LLC | 6,504 | $394.4K | 0.00% | +746+13.0% | Added |
| Wealth Architects, LLC | 6,571 | $398.5K | 0.08% | −10.0% | Reduced |
| Hutchinson Capital Management | 6,606 | $400.6K | 0.10% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,735 | $408.4K | 0.05% | +106+1.6% | Added |
| Creative Financial Designs Inc | 6,870 | $416.6K | 0.06% | +434+6.7% | Added |
| Ethic Inc. | 6,975 | $423.0K | 0.02% | +6,975 | New |
| TRUE Private Wealth Advisors | 7,200 | $436.6K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 7,462 | $452.0K | 0.00% | +1,580+26.9% | Added |
| Aquatic Capital Management LLC | 7,500 | $455.0K | 0.03% | +7,500 | New |
| Blackhill Capital Inc | 7,600 | $460.9K | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,717 | $468.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,376 | $507.9K | 0.07% | +8,376 | New |
| The PNC Financial Services Group, Inc. | 8,796 | $533.4K | 0.00% | −176−2.0% | Reduced |
| Pathstone Family Office, LLC | 12,059 | $544.2K | 0.01% | +3,027+33.5% | Added |
| Susquehanna Fundamental Investments, LLC | 8,988 | $545.0K | 0.01% | −28,025−75.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,036 | $548.0K | 0.00% | +9,036 | New |
| Campbell & CO Investment Adviser LLC | 9,063 | $549.6K | 0.13% | +9,063 | New |
| Legato Capital Management LLC | 9,181 | $556.7K | 0.11% | +9,181 | New |
| Handelsbanken Fonder AB | 9,216 | $559.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,320 | $565.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,463 | $573.8K | 0.00% | −498−5.0% | Reduced |
| New York Life Investment Management LLC | 9,571 | $580.4K | 0.01% | +1,028+12.0% | Added |
| D.A. Davidson & Co. | 9,669 | $586.4K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,076 | $611.0K | 0.41% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,247 | $621.3K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,440 | $633.0K | 0.00% | +2,712+35.1% | Added |
| Natixis Advisors, L.P. | 10,441 | $633.0K | 0.00% | +10,441 | New |
| Wedbush Securities Inc | 10,743 | $651.0K | 0.04% | −996−8.5% | Reduced |
| Sovereign Financial Group, Inc. | 10,761 | $652.5K | 0.26% | +100+0.9% | Added |
| Virtue Capital Management, LLC | 11,228 | $680.9K | 0.10% | −286−2.5% | Reduced |
| Independent Advisor Alliance | 11,426 | $693.0K | 0.08% | −176−1.5% | Reduced |
| Mutual of America Capital Management LLC | 11,489 | $696.7K | 0.01% | +675+6.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,830 | $717.4K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,832 | $717.5K | 0.01% | +11,832 | New |
| HSBC Holdings PLC | 11,858 | $728.9K | 0.00% | +1,530+14.8% | Added |
| ETF Managers Group, LLC | 12,107 | $734.2K | 0.03% | +476+4.1% | Added |
| Victory Capital Management Inc | 12,215 | $740.7K | 0.00% | −20.0% | Reduced |
| Manchester Capital Management LLC | 12,707 | $770.6K | 0.11% | +60.0% | Added |
| Russell Investments Group, Ltd. | 12,989 | $787.7K | 0.00% | −1,344−9.4% | Reduced |
| Clean Yield Group | 13,385 | $811.7K | 0.35% | 00.0% | Unchanged |
| American Century Companies Inc | 13,415 | $813.5K | 0.00% | +685+5.4% | Added |
| HighTower Advisors, LLC | 13,315 | $815.0K | 0.00% | +6,250+88.5% | Added |
| Van Eck Associates Corp | 13,556 | $822.0K | 0.00% | +2,117+18.5% | Added |
| Green Alpha Advisors, LLC | 13,876 | $841.0K | 0.70% | −47−0.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 13,900 | $843.0K | 0.01% | +13,900 | New |
| Commonwealth Equity Services, LLC | 13,996 | $848.0K | 0.00% | −996−6.6% | Reduced |
| LPL Financial LLC | 14,124 | $856.5K | 0.00% | +1,081+8.3% | Added |
| APG Asset Management N.V. | 14,344 | $870.0K | 0.00% | −3,456−19.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $892.5K | 0.25% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 14,837 | $902.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,338 | $930.1K | 0.01% | +725+5.0% | Added |
| ExodusPoint Capital Management, LP | 15,474 | $938.0K | 0.01% | −10,634−40.7% | Reduced |
| Everence Capital Management Inc | 16,470 | $999.0K | 0.09% | −1,760−9.7% | Reduced |
| Nisa Investment Advisors, LLC | 16,507 | $1.00M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,686 | $1.01M | 0.01% | +1,652+11.0% | Added |
| Stifel Financial Corp | 18,181 | $1.10M | 0.00% | +8,338+84.7% | Added |
| Oregon Public Employees Retirement Fund | 18,225 | $1.11M | 0.01% | +429+2.4% | Added |
| State Board of Administration of Florida Retirement System | 19,220 | $1.17M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 19,400 | $1.18M | 0.01% | +6,900+55.2% | Added |
| Bessemer Group Inc | 19,862 | $1.20M | 0.00% | −64−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 19,976 | $1.21M | 0.00% | +3,250+19.4% | Added |
| Banque Pictet & Cie SA | 20,592 | $1.25M | 0.01% | +13,764+201.6% | Added |
| State of Wisconsin Investment Board | 20,875 | $1.27M | 0.00% | −3,248−13.5% | Reduced |
| Engineers Gate Manager LP | 21,264 | $1.29M | 0.08% | +15,530+270.8% | Added |
| Ausbil Investment Management Ltd | 20,925 | $1.31M | 0.85% | +20,925 | New |
| Manufacturers Life Insurance Company, The | 21,700 | $1.32M | 0.00% | +328+1.5% | Added |
| Hoylecohen, LLC | 21,886 | $1.33M | 0.13% | +306+1.4% | Added |
| SG Americas Securities, LLC | 22,182 | $1.34M | 0.02% | −3,937−15.1% | Reduced |
| Wulff, Hansen & Co. | 22,585 | $1.37M | 1.66% | 00.0% | Unchanged |
| Summit Global Investments | 22,587 | $1.37M | 0.12% | +7,115+46.0% | Added |