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 |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | 20,925 | $1.31M | 0.85% | +20,925 | New |
| Engineers Gate Manager LP | 21,264 | $1.29M | 0.08% | +15,530+270.8% | Added |
| State of Wisconsin Investment Board | 20,875 | $1.27M | 0.00% | −3,248−13.5% | Reduced |
| Banque Pictet & Cie SA | 20,592 | $1.25M | 0.01% | +13,764+201.6% | Added |
| Ensign Peak Advisors, Inc | 19,976 | $1.21M | 0.00% | +3,250+19.4% | Added |
| Bessemer Group Inc | 19,862 | $1.20M | 0.00% | −64−0.3% | Reduced |
| STRS Ohio | 19,400 | $1.18M | 0.01% | +6,900+55.2% | Added |
| State Board of Administration of Florida Retirement System | 19,220 | $1.17M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,225 | $1.11M | 0.01% | +429+2.4% | Added |
| Stifel Financial Corp | 18,181 | $1.10M | 0.00% | +8,338+84.7% | Added |
| Teachers Retirement System of the State of Kentucky | 16,686 | $1.01M | 0.01% | +1,652+11.0% | Added |
| Nisa Investment Advisors, LLC | 16,507 | $1.00M | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 16,470 | $999.0K | 0.09% | −1,760−9.7% | Reduced |
| ExodusPoint Capital Management, LP | 15,474 | $938.0K | 0.01% | −10,634−40.7% | Reduced |
| Arizona State Retirement System | 15,338 | $930.1K | 0.01% | +725+5.0% | Added |
| DekaBank Deutsche Girozentrale | 14,837 | $902.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $892.5K | 0.25% | 00.0% | Unchanged |
| APG Asset Management N.V. | 14,344 | $870.0K | 0.00% | −3,456−19.4% | Reduced |
| LPL Financial LLC | 14,124 | $856.5K | 0.00% | +1,081+8.3% | Added |
| Commonwealth Equity Services, LLC | 13,996 | $848.0K | 0.00% | −996−6.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 13,900 | $843.0K | 0.01% | +13,900 | New |
| Green Alpha Advisors, LLC | 13,876 | $841.0K | 0.70% | −47−0.3% | Reduced |
| Van Eck Associates Corp | 13,556 | $822.0K | 0.00% | +2,117+18.5% | Added |
| HighTower Advisors, LLC | 13,315 | $815.0K | 0.00% | +6,250+88.5% | Added |
| American Century Companies Inc | 13,415 | $813.5K | 0.00% | +685+5.4% | Added |
| Clean Yield Group | 13,385 | $811.7K | 0.35% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,989 | $787.7K | 0.00% | −1,344−9.4% | Reduced |
| Manchester Capital Management LLC | 12,707 | $770.6K | 0.11% | +60.0% | Added |
| Victory Capital Management Inc | 12,215 | $740.7K | 0.00% | −20.0% | Reduced |
| ETF Managers Group, LLC | 12,107 | $734.2K | 0.03% | +476+4.1% | Added |
| HSBC Holdings PLC | 11,858 | $728.9K | 0.00% | +1,530+14.8% | Added |
| Squarepoint Ops LLC | 11,832 | $717.5K | 0.01% | +11,832 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,830 | $717.4K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,489 | $696.7K | 0.01% | +675+6.2% | Added |
| Independent Advisor Alliance | 11,426 | $693.0K | 0.08% | −176−1.5% | Reduced |
| Virtue Capital Management, LLC | 11,228 | $680.9K | 0.10% | −286−2.5% | Reduced |
| Sovereign Financial Group, Inc. | 10,761 | $652.5K | 0.26% | +100+0.9% | Added |
| Wedbush Securities Inc | 10,743 | $651.0K | 0.04% | −996−8.5% | Reduced |
| 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 |
| Janus Henderson Group PLC | 10,247 | $621.3K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,076 | $611.0K | 0.41% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,669 | $586.4K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 9,571 | $580.4K | 0.01% | +1,028+12.0% | Added |
| Balyasny Asset Management LLC | 9,463 | $573.8K | 0.00% | −498−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,320 | $565.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,216 | $559.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 9,181 | $556.7K | 0.11% | +9,181 | New |
| Campbell & CO Investment Adviser LLC | 9,063 | $549.6K | 0.13% | +9,063 | New |
| Cambridge Investment Research Advisors, Inc. | 9,036 | $548.0K | 0.00% | +9,036 | New |
| Susquehanna Fundamental Investments, LLC | 8,988 | $545.0K | 0.01% | −28,025−75.7% | Reduced |
| Pathstone Family Office, LLC | 12,059 | $544.2K | 0.01% | +3,027+33.5% | Added |
| The PNC Financial Services Group, Inc. | 8,796 | $533.4K | 0.00% | −176−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,376 | $507.9K | 0.07% | +8,376 | New |
| South Dakota Investment Council | 7,717 | $468.0K | 0.01% | 00.0% | Unchanged |
| Blackhill Capital Inc | 7,600 | $460.9K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,500 | $455.0K | 0.03% | +7,500 | New |
| Mariner, LLC | 7,462 | $452.0K | 0.00% | +1,580+26.9% | Added |
| TRUE Private Wealth Advisors | 7,200 | $436.6K | 0.07% | 00.0% | Unchanged |
| Ethic Inc. | 6,975 | $423.0K | 0.02% | +6,975 | New |
| Creative Financial Designs Inc | 6,870 | $416.6K | 0.06% | +434+6.7% | Added |
| Jacobi Capital Management LLC | 6,735 | $408.4K | 0.05% | +106+1.6% | Added |
| Hutchinson Capital Management | 6,606 | $400.6K | 0.10% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,571 | $398.5K | 0.08% | −10.0% | Reduced |
| Cetera Advisor Networks LLC | 6,504 | $394.4K | 0.00% | +746+13.0% | Added |
| Meeder Advisory Services, Inc. | 6,473 | $392.5K | 0.05% | +6,473 | New |
| Duality Advisers, LP | 6,357 | $385.5K | 0.04% | +6,357 | New |
| Alan B. Lancz & Associates, Inc. | 6,000 | $374.3K | 0.38% | 00.0% | Unchanged |
| SEI Investments Co | 6,084 | $368.9K | 0.00% | −2,837−31.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $363.8K | 0.12% | −13−0.2% | Reduced |
| Truist Financial Corp | 5,895 | $357.5K | 0.00% | −1,447−19.7% | Reduced |
| D. E. Shaw & Co., Inc. | 5,642 | $342.1K | 0.00% | −1,186−17.4% | Reduced |
| Baird Financial Group, Inc. | 5,460 | $331.0K | 0.00% | +659+13.7% | Added |
| Gotham Asset Management, LLC | 5,421 | $328.7K | 0.01% | +5,421 | New |
| Advisor Group Holdings, Inc. | 5,305 | $322.0K | 0.00% | −387−6.8% | Reduced |
| AE Wealth Management LLC | 5,269 | $319.5K | 0.00% | −543−9.3% | Reduced |
| M&T Bank Corp | 5,172 | $313.6K | 0.00% | −36−0.7% | Reduced |
| Mission Wealth Management, LP | 5,135 | $311.4K | 0.02% | 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 |
| Atria Wealth Solutions, Inc. | 4,940 | $299.6K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,934 | $299.0K | 0.01% | −26−0.5% | Reduced |
| JustInvest LLC | 4,830 | $292.9K | 0.01% | −901−15.7% | Reduced |
| Franklin Resources Inc | 4,735 | $287.1K | 0.00% | +4,735 | New |
| North Point Portfolio Managers Corp | 4,708 | $285.5K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,587 | $278.2K | 0.00% | −31,521−87.3% | Reduced |
| FMR LLC | 4,449 | $269.8K | 0.00% | −315−6.6% | Reduced |
| Cetera Investment Advisers | 4,442 | $269.4K | 0.00% | +4,442 | New |
| Centiva Capital, LP | 4,434 | $268.9K | 0.02% | +4,434 | New |
| Old Port Advisors | 4,300 | $260.8K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,256 | $260.6K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,194 | $254.3K | 0.01% | −460−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,117 | $249.6K | 0.00% | +8+0.2% | Added |
| Lido Advisors, LLC | 4,079 | $247.4K | 0.00% | +4,079 | New |
| Advisor Partners II, LLC | 4,061 | $246.3K | 0.02% | +4,061 | New |
| 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 |
| Whittier Trust Co | 4,000 | $242.5K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,865 | $234.0K | 0.02% | 00.0% | Unchanged |