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, Q1 2023
Institutional positions in California Water Service Group as of Mar 31, 2023. 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
- 299
- +7 vs. Q4 2022
- Shares held
- 44.9M
- +207.7K (+0.5%) vs. Q4 2022
- Total value
- $2.61B
- −$93.1M (−3.4%) vs. Q4 2022
- New holders
- 32
- 99 more added
- Sold out
- 25
- 101 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | +1+16.7% | Added |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 58 | $21 | 0.00% | −3−4.9% | Reduced |
| Huntington National Bank | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $116 | 0.00% | −235−99.2% | Reduced |
| Glassman Wealth Services | 4 | $233 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $291 | 0.00% | −6−54.5% | Reduced |
| Federated Hermes, Inc. | 7 | $407 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $407 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $466 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $466 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11 | $640 | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 12 | $698 | 0.00% | −24−66.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 12 | $698 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $990 | 0.00% | −3−15.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 10 | $1.00K | 0.00% | +10 | New |
| Pension & Wealth Management Advisors, Inc. | 26 | $1.51K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 34 | $1.98K | 0.00% | −2−5.6% | Reduced |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | −330−90.2% | Reduced |
| Hall Laurie J Trustee | 37 | $2.00K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 42 | $2.44K | 0.00% | +33+366.7% | Added |
| Pinnacle Financial Partners Inc | 52 | $3.03K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $3.47K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 66 | $3.84K | 0.00% | +66 | New |
| Proequities, Inc. | 68 | $3.96K | 0.00% | −8−10.5% | Reduced |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $4.25K | 0.00% | −17−18.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $5.82K | 0.00% | +100 | New |
| Ellevest, Inc. | 127 | $7.39K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $7.48K | 0.00% | −609−76.5% | Reduced |
| Rational Advisors LLC | 130 | $7.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $9.14K | 0.00% | −43−21.4% | Reduced |
| Fifth Third Bancorp | 170 | $9.89K | 0.00% | +47+38.2% | Added |
| TCI Wealth Advisors, Inc. | 184 | $10.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 188 | $10.9K | 0.00% | −43−18.6% | Reduced |
| M&R Capital Management Inc | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 209 | $12.2K | 0.00% | −12,780−98.4% | Reduced |
| Kalos Management, Inc. | 212 | $12.3K | 0.02% | +212 | New |
| Parkside Financial Bank & Trust | 230 | $13.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 237 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 236 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 265 | $15.0K | 0.00% | +265 | New |
| Central Trust Co | 304 | $17.7K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 333 | $19.4K | 0.00% | +333 | New |
| Private Trust Co NA | 354 | $20.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 425 | $24.8K | 0.00% | +117+38.0% | Added |
| Ruedi Wealth Management, Inc. | 450 | $26.2K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 504 | $29.0K | 0.00% | +6+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 504 | $29.3K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 527 | $30.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 529 | $30.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 595 | $34.6K | 0.00% | −35−5.6% | Reduced |
| Column Capital Advisors, LLC | 611 | $35.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $39.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 731 | $42.5K | 0.00% | +270+58.6% | Added |
| FinTrust Capital Advisors, LLC | 753 | $45.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 800 | $46.6K | 0.03% | +800 | New |
| Beaird Harris Wealth Management, LLC | 840 | $48.9K | 0.01% | +2+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 883 | $51.4K | 0.00% | +350+65.7% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $58.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,033 | $60.1K | 0.01% | −956−48.1% | Reduced |
| CWM, LLC | 1,049 | $61.0K | 0.00% | +12+1.2% | Added |
| EverSource Wealth Advisors, LLC | 1,078 | $62.7K | 0.01% | −45−4.0% | Reduced |
| Ostrum Asset Management | 1,139 | $66.3K | 0.01% | +1,139 | New |
| Whittier Trust Co of Nevada Inc | 1,243 | $72.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $73.3K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,400 | $81.0K | 0.00% | −12,500−89.9% | Reduced |
| Sittner & Nelson, LLC | 1,620 | $94.3K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $96.7K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 1,700 | $98.9K | 0.00% | −60−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,742 | $101.0K | 0.00% | +774+80.0% | Added |
| Natixis Investment Managers International | 1,783 | $103.8K | 0.01% | −1,139−39.0% | Reduced |
| Vestcor Inc | 1,885 | $110.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,020 | $117.6K | 0.01% | +2,020 | New |
| Global Retirement Partners, LLC | 2,169 | $121.4K | 0.01% | +2,119+4,238.0% | Added |
| Stonebridge Capital Advisors LLC | 2,125 | $123.7K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,308 | $134.0K | 0.01% | −8−0.3% | Reduced |
| GHP Investment Advisors, Inc. | 2,515 | $146.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,579 | $150.1K | 0.00% | −109−4.1% | Reduced |
| Aquatic Capital Management LLC | 2,600 | $151.0K | 0.01% | −4,900−65.3% | Reduced |
| Metropolitan Life Insurance Co | 2,903 | $169.0K | 0.01% | −420−12.6% | Reduced |
| Park National Corp | 3,470 | $202.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,528 | $205.3K | 0.00% | +74+2.1% | Added |
| First Republic Investment Management, Inc. | 3,554 | $206.8K | 0.00% | +3,554 | New |
| Regents of the University of California | 3,650 | $212.4K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,865 | $224.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,850 | $224.1K | 0.01% | −344−8.2% | Reduced |
| Humankind Investments LLC | 3,922 | $228.3K | 0.09% | +189+5.1% | Added |
| Stewart & Patten Co LLC | 4,000 | $232.8K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $232.8K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $232.8K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $232.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,125 | $240.1K | 0.00% | +8+0.2% | Added |
| Advisor Partners II, LLC | 4,248 | $247.2K | 0.01% | +187+4.6% | Added |
| Ameritas Investment Partners, Inc. | 4,256 | $247.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,296 | $250.0K | 0.00% | −153−3.4% | Reduced |