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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 3,773 | $228.8K | 0.01% | −310−7.6% | Reduced |
| Cerity Partners LLC | 3,749 | $227.3K | 0.00% | −182−4.6% | Reduced |
| Humankind Investments LLC | 3,733 | $226.4K | 0.10% | −64−1.7% | Reduced |
| Davy Global Fund Management Ltd | 3,728 | $226.1K | 0.05% | +3,728 | New |
| Regents of the University of California | 3,650 | $221.3K | 0.04% | +3,650 | New |
| Veriti Management LLC | 3,583 | $217.3K | 0.03% | +3,583 | New |
| Park National Corp | 3,470 | $210.4K | 0.01% | +3,470 | New |
| Mackenzie Financial Corp | 3,454 | $209.5K | 0.00% | +3,454 | New |
| Private Capital Management LLC | 3,410 | $206.8K | 0.07% | +3,410 | New |
| Acrisure Capital Management, LLC | 3,397 | $206.0K | 0.23% | +3,397 | New |
| Metropolitan Life Insurance Co | 3,323 | $201.5K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 3,312 | $201.0K | 0.03% | −1,312−28.4% | Reduced |
| Shelton Capital Management | 3,304 | $200.4K | 0.02% | +3,304 | New |
| Janney Montgomery Scott LLC | 3,298 | $200.0K | 0.00% | +3,298 | New |
| Natixis Investment Managers International | 2,922 | $177.2K | 0.01% | −351−10.7% | Reduced |
| HBK Sorce Advisory LLC | 22,474 | $171.0K | 0.00% | +10,978+95.5% | Added |
| US Bancorp | 2,688 | $163.0K | 0.00% | −152−5.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,515 | $152.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,316 | $140.0K | 0.01% | −604−20.7% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $128.9K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,086 | $126.5K | 0.00% | −45−2.1% | Reduced |
| High Net Worth Advisory Group LLC | 1,996 | $121.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,989 | $120.6K | 0.01% | +91+4.8% | Added |
| Vestcor Inc | 1,885 | $114.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,760 | $107.0K | 0.00% | −55−3.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $100.7K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,633 | $99.0K | 0.00% | +10+0.6% | Added |
| Sittner & Nelson, LLC | 1,620 | $98.2K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $76.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,243 | $75.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,123 | $68.1K | 0.01% | +9+0.8% | Added |
| CWM, LLC | 1,037 | $63.0K | 0.00% | −402−27.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $60.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 968 | $59.0K | 0.00% | −7,693−88.8% | Reduced |
| Money Concepts Capital Corp | 940 | $57.0K | 0.00% | +125+15.3% | Added |
| Beaird Harris Wealth Management, LLC | 838 | $50.8K | 0.01% | +2+0.2% | Added |
| FinTrust Capital Advisors, LLC | 753 | $45.7K | 0.01% | +753 | New |
| Rockefeller Capital Management L.P. | 726 | $43.0K | 0.00% | −10−1.4% | Reduced |
| Pinnacle Bancorp, Inc. | 670 | $41.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 643 | $39.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 630 | $38.2K | 0.00% | −85−11.9% | Reduced |
| Column Capital Advisors, LLC | 611 | $37.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 796 | $33.0K | 0.00% | −82−9.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 533 | $32.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 529 | $32.1K | 0.00% | +10+1.9% | Added |
| Hexagon Capital Partners LLC | 527 | $32.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 504 | $30.6K | 0.02% | +504 | New |
| Brown, Lisle/Cummings, Inc. | 500 | $30.3K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 498 | $30.0K | 0.00% | −1,093−68.7% | Reduced |
| Belpointe Asset Management LLC | 461 | $27.9K | 0.00% | +461 | New |
| Ruedi Wealth Management, Inc. | 450 | $27.3K | 0.02% | +450 | New |
| Private Trust Co NA | 354 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 308 | $19.0K | 0.00% | −310−50.2% | Reduced |
| Central Trust Co | 304 | $18.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 237 | $14.4K | 0.00% | −4−1.7% | Reduced |
| Lindbrook Capital, LLC | 231 | $14.0K | 0.00% | +148+178.3% | Added |
| Parkside Financial Bank & Trust | 230 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 236 | $13.0K | 0.00% | +110+87.3% | Added |
| Versant Capital Management, Inc | 201 | $12.2K | 0.00% | −1−0.5% | Reduced |
| M&R Capital Management Inc | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 184 | $11.2K | 0.00% | +133+260.8% | Added |
| Brown Brothers Harriman & Co | 132 | $8.00K | 0.00% | −72−35.3% | Reduced |
| Rational Advisors LLC | 130 | $7.88K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 127 | $7.70K | 0.00% | +127 | New |
| Fifth Third Bancorp | 123 | $7.46K | 0.00% | −12−8.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $5.46K | 0.00% | +26+40.6% | Added |
| Tfo-TDC, LLC | 237 | $5.28K | 0.00% | +237 | New |
| Proequities, Inc. | 76 | $4.61K | 0.00% | +45+145.2% | Added |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $3.71K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 52 | $3.15K | 0.00% | +52 | New |
| Harbour Investments, Inc. | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $2.43K | 0.00% | +3+8.1% | Added |
| JFS Wealth Advisors, LLC | 36 | $2.18K | 0.00% | +3+9.1% | Added |
| Massmutual Trust Co FSB | 36 | $2.00K | 0.00% | −1−2.7% | Reduced |
| Sierra Capital LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 31,902 | $1.94K | 0.00% | −1,251−3.8% | Reduced |
| Schubert & Co | 20 | $1.21K | 0.00% | −1−4.8% | Reduced |
| GWM Advisors LLC | 19 | $1.15K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 12 | $728 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $667 | 0.00% | +5+83.3% | Added |
| Farther Finance Advisors, LLC | 9 | $546 | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 8 | $485 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $485 | 0.00% | −1−11.1% | Reduced |
| Federated Hermes, Inc. | 7 | $424 | 0.00% | −3−30.0% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $424 | 0.00% | +7 | New |
| Glassman Wealth Services | 4 | $243 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $61 | 0.00% | −10,000−100.0% | Reduced |
| Sofos Investments, Inc. | 61 | $36 | 0.00% | +61 | New |
| 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 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −70,215−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,855−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −31,597−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,657−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,425−100.0% | Sold out |