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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.

Institutional holdersQ4 2022: 295 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 heldQ4 2022: $2.73B
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, Q4 2022

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2022.

Institutions holding CWT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Exchange Traded Concepts, LLC22,742$1.38M0.04%+691+3.1%Added
Voya Investment Management LLC22,787$1.38M0.00%−52,772−69.8%Reduced
State of Tennessee, Treasury Department22,890$1.39M0.01%00.0%Unchanged
Teton Advisors, Inc.23,600$1.43M0.37%00.0%Unchanged
Macquarie Group Ltd24,816$1.50M0.00%+7,945+47.1%Added
Amalgamated Bank25,406$1.54M0.01%+92+0.4%Added
Bridge City Capital, LLC25,924$1.57M0.81%−178−0.7%Reduced
Louisiana State Employees Retirement System26,000$1.58M0.04%00.0%Unchanged
Arjuna Capital26,242$1.59M0.73%+26,242New
Barclays PLC26,367$1.60M0.00%+2,982+12.8%Added
Royal Bank of Canada27,746$1.68M0.00%+2,376+9.4%Added
Mirae Asset Global Investments Co., Ltd.27,888$1.69M0.00%+317+1.1%Added
MetLife Investment Management28,612$1.74M0.01%00.0%Unchanged
Creative Planning29,269$1.77M0.00%+8,475+40.8%Added
American International Group, Inc.29,537$1.79M0.01%−199−0.7%Reduced
Schroder Investment Management Group29,590$1.79M0.00%+16,230+121.5%Added
AQR Capital Management LLC30,491$1.85M0.00%+3,924+14.8%Added
Voloridge Investment Management, LLC32,842$1.99M0.01%+9,192+38.9%Added
Citigroup Inc32,888$1.99M0.00%+7,044+27.3%Added
Bridgewater Associates, LP32,919$2.00M0.01%−1,194−3.5%Reduced
Yousif Capital Management, LLC34,788$2.11M0.03%−8,935−20.4%Reduced
State of New Jersey Common Pension Fund D35,770$2.17M0.01%−4,031−10.1%Reduced
Maryland State Retirement & Pension System35,826$2.17M0.06%+13,632+61.4%Added
BNP Paribas Arbitrage, SA36,017$2.18M0.01%−9,031−20.0%Reduced
CoreCommodity Management, LLC36,061$2.19M0.67%−60−0.2%Reduced
Texas Permanent School Fund36,858$2.23M0.03%−2,237−5.7%Reduced
Renaissance Technologies LLC37,100$2.25M0.00%−33,300−47.3%Reduced
Martingale Asset Management L P37,292$2.26M0.04%+279+0.8%Added
State of Alaska, Department of Revenue38,175$2.31M0.03%+522+1.4%Added
Magellan Asset Management Ltd38,604$2.34M0.02%−3,119−7.5%Reduced
Cubist Systematic Strategies, LLC42,002$2.55M0.02%+18,084+75.6%Added
Wells Fargo & Company42,415$2.57M0.00%+1,342+3.3%Added
Gabelli Funds LLC43,500$2.64M0.02%−100−0.2%Reduced
Bank of Montreal41,751$2.67M0.00%−2,419−5.5%Reduced
Citadel Advisors LLC44,007$2.67M0.00%−31,446−41.7%Reduced
Comerica Bank42,919$2.68M0.02%−12,600−22.7%Reduced
Nia Impact Advisors, LLC45,283$2.75M1.59%+2,976+7.0%Added
First National Corp46,612$2.83M0.70%−2,014−4.1%Reduced
Credit Suisse AG47,463$2.88M0.00%−491−1.0%Reduced
Envestnet Asset Management Inc48,508$2.94M0.00%−233−0.5%Reduced
Mercer Global Advisors Inc50,098$3.04M0.02%+4,755+10.5%Added
Prudential Financial Inc55,120$3.34M0.01%−59−0.1%Reduced
Thrivent Financial for Lutherans56,236$3.41M0.01%+47+0.1%Added
Financial Counselors Inc56,640$3.44M0.08%−115−0.2%Reduced
New York State Teachers Retirement System58,142$3.53M0.01%+100+0.2%Added
Raymond James Financial Services Advisors, Inc.58,416$3.54M0.01%+2,747+4.9%Added
Bank of America Corp60,649$3.68M0.00%+1,061+1.8%Added
Aptus Capital Advisors, LLC63,061$3.82M0.13%+6,727+11.9%Added
Clear Harbor Asset Management, LLC64,690$3.92M0.49%−874−1.3%Reduced
UBS Group AG66,206$4.01M0.00%+15,273+30.0%Added
Northstar Asset Management Inc67,176$4.07M1.36%+819+1.2%Added
Storebrand Asset Management AS68,373$4.15M0.02%+4,746+7.5%Added
California State Teachers Retirement System68,961$4.18M0.01%+1,259+1.9%Added
New York State Common Retirement Fund72,091$4.37M0.01%−150.0%Reduced
Price T Rowe Associates Inc75,249$4.56M0.00%+2,284+3.1%Added
Alliancebernstein L.P.88,821$5.39M0.00%+4,296+5.1%Added
Raymond James & Associates89,801$5.45M0.01%−37,403−29.4%Reduced
JPMorgan Chase & Co96,154$5.83M0.00%−904−0.9%Reduced
Public Sector Pension Investment Board99,741$6.05M0.05%+199+0.2%Added
Great West Life Assurance Co101,649$6.18M0.02%+5,943+6.2%Added
UBS Asset Management Americas Inc122,155$7.41M0.00%+15,634+14.7%Added
TD Asset Management Inc124,040$7.52M0.01%+2,000+1.6%Added
Millennium Management LLC129,964$7.88M0.01%+110,136+555.5%Added
Swiss National Bank131,300$7.96M0.01%+3,800+3.0%Added
Thematics Asset Management132,470$8.03M0.49%+132,470New
Deutsche Bank AG134,822$8.18M0.00%+24,496+22.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys144,553$8.77M0.07%+19,864+15.9%Added
ProShare Advisors LLC153,233$9.29M0.03%+9,660+6.7%Added
Rhumbline Advisers166,728$10.1M0.01%+2,714+1.7%Added
Goldman Sachs Group Inc180,127$10.9M0.00%+30,987+20.8%Added
Nuveen Asset Management, LLC181,221$11.0M0.00%+1,155+0.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)195,974$11.9M0.06%+51,180+35.3%Added
Ameriprise Financial Inc228,932$13.9M0.00%−3,142−1.4%Reduced
Personal Capital Advisors Corp326,133$19.8M0.10%+6,134+1.9%Added
Granite Investment Partners, LLC334,061$20.3M0.84%−4,712−1.4%Reduced
Principal Financial Group Inc335,614$20.4M0.02%+430.0%Added
First Trust Advisors LP470,634$28.5M0.03%−12,355−2.6%Reduced
Legal & General Group Plc497,310$30.2M0.01%+23,643+5.0%Added
KBC Group NV506,420$30.7M0.15%+16,496+3.4%Added
Norges Bank517,592$31.4M0.01%+50,583+10.8%Added
Charles Schwab Investment Management Inc521,022$31.6M0.01%+15,088+3.0%Added
Morgan Stanley643,807$39.0M0.00%+111,494+20.9%Added
Bank of New York Mellon Corp687,823$41.7M0.01%−53,798−7.3%Reduced
Nuance Investments, LLC846,234$51.3M1.07%−298,370−26.1%Reduced
Northern Trust Corp971,834$58.9M0.01%+66,931+7.4%Added
Geode Capital Management, LLC1,001,118$60.7M0.01%+41,330+4.3%Added
Invesco Ltd.1,016,526$61.6M0.02%−261,771−20.5%Reduced
Amundi1,135,700$69.4M0.04%+292,111+34.6%Added
Dimensional Fund Advisors LP1,257,524$76.3M0.03%+13,968+1.1%Added
Impax Asset Management Group plc1,523,505$92.4M0.41%−32,029−2.1%Reduced
Pictet Asset Management SA1,583,789$96.0M0.14%−63,531−3.9%Reduced
T. Rowe Price Investment Management, Inc.2,330,347$141.3M0.11%+126,979+5.8%Added
State Street Corp5,337,022$323.6M0.02%+210,847+4.1%Added
Vanguard Group Inc6,761,651$410.0M0.01%+137,341+2.1%Added
BlackRock Inc.10,409,635$631.2M0.02%+680,947+7.0%Added
Jane Street Group, LLC0$00.00%−70,215−100.0%Sold out
HRT Financial LP0$00.00%−38,855−100.0%Sold out
Walleye Capital LLC0$00.00%−31,597−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−26,657−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−24,425−100.0%Sold out