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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 4,312 | $251.0K | 0.00% | −423−8.9% | Reduced |
| Old Port Advisors | 4,250 | $258.8K | 0.09% | −50−1.2% | Reduced |
| Davy Global Fund Management Ltd | 4,586 | $266.9K | 0.05% | +858+23.0% | Added |
| North Point Portfolio Managers Corp | 4,708 | $274.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 4,813 | $280.1K | 0.00% | +3,180+194.7% | Added |
| Crossmark Global Holdings, Inc. | 4,893 | $284.0K | 0.01% | −41−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 5,000 | $285.0K | 0.00% | −9,837−66.3% | Reduced |
| AXA S.A. | 4,900 | $285.2K | 0.00% | +4,900 | New |
| Cambridge Investment Research Advisors, Inc. | 4,919 | $286.0K | 0.00% | −4,117−45.6% | Reduced |
| Wellington Shields & Co., LLC | 5,000 | $291.0K | 0.07% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,013 | $291.8K | 0.00% | +5,013 | New |
| Mission Wealth Management, LP | 5,135 | $298.9K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,207 | $303.1K | 0.03% | −1,266−19.6% | Reduced |
| M&T Bank Corp | 5,239 | $304.6K | 0.00% | +67+1.3% | Added |
| AE Wealth Management LLC | 5,268 | $306.6K | 0.00% | −10.0% | Reduced |
| Baird Financial Group, Inc. | 5,479 | $318.9K | 0.00% | +19+0.3% | Added |
| Atria Wealth Solutions, Inc. | 5,560 | $323.6K | 0.00% | +620+12.6% | Added |
| Truist Financial Corp | 5,604 | $326.1K | 0.00% | −291−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,927 | $345.0K | 0.00% | +3,841+184.1% | Added |
| Alan B. Lancz & Associates, Inc. | 6,000 | $349.2K | 0.36% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $349.2K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 6,350 | $369.6K | 0.01% | +1,520+31.5% | Added |
| Cetera Advisor Networks LLC | 6,369 | $370.7K | 0.00% | −135−2.1% | Reduced |
| Cetera Investment Advisers | 6,387 | $371.8K | 0.00% | +1,945+43.8% | Added |
| PFG Investments, LLC | 6,475 | $376.9K | 0.08% | +6,475 | New |
| Wealth Architects, LLC | 6,571 | $382.4K | 0.07% | 00.0% | Unchanged |
| Hutchinson Capital Management | 6,607 | $384.5K | 0.10% | +10.0% | Added |
| Jacobi Capital Management LLC | 6,635 | $386.2K | 0.05% | −100−1.5% | Reduced |
| Quadrature Capital Ltd | 6,832 | $397.6K | 0.01% | +6,832 | New |
| Creative Financial Designs Inc | 6,933 | $403.5K | 0.05% | +63+0.9% | Added |
| Teacher Retirement System of Texas | 7,056 | $411.0K | 0.00% | −3,384−32.4% | Reduced |
| TRUE Private Wealth Advisors | 7,200 | $419.0K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 7,389 | $430.1K | 0.02% | +414+5.9% | Added |
| Blackhill Capital Inc | 7,600 | $442.3K | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,717 | $449.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 7,734 | $450.1K | 0.00% | +1,650+27.1% | Added |
| Mariner, LLC | 7,932 | $461.0K | 0.00% | +470+6.3% | Added |
| New York Life Investment Management LLC | 8,448 | $491.7K | 0.01% | −1,123−11.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,582 | $499.5K | 0.06% | +206+2.5% | Added |
| HRT Financial LP | 8,602 | $500.0K | 0.01% | +8,602 | New |
| Pathstone Family Office, LLC | 8,701 | $506.5K | 0.01% | −3,358−27.8% | Reduced |
| Centiva Capital, LP | 8,903 | $518.2K | 0.03% | +4,469+100.8% | Added |
| Susquehanna Fundamental Investments, LLC | 8,988 | $523.1K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 9,181 | $534.3K | 0.10% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,216 | $536.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,320 | $542.0K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 9,491 | $552.4K | 0.01% | −11,101−53.9% | Reduced |
| D.A. Davidson & Co. | 9,670 | $562.8K | 0.01% | +10.0% | Added |
| The PNC Financial Services Group, Inc. | 9,684 | $563.6K | 0.00% | +888+10.1% | Added |
| Versor Investments LP | 9,700 | $564.5K | 0.07% | +9,700 | New |
| CI Private Wealth, LLC | 9,812 | $571.1K | 0.00% | +4,812+96.2% | Added |
| Virtue Capital Management, LLC | 10,239 | $583.6K | 0.10% | −989−8.8% | Reduced |
| Wedbush Securities Inc | 10,347 | $602.0K | 0.03% | −396−3.7% | Reduced |
| Natixis Advisors, L.P. | 11,278 | $656.0K | 0.00% | +837+8.0% | Added |
| Mutual of America Capital Management LLC | 11,290 | $657.1K | 0.01% | −199−1.7% | Reduced |
| Independent Advisor Alliance | 11,338 | $659.9K | 0.03% | −88−0.8% | Reduced |
| Sovereign Financial Group, Inc. | 11,513 | $670.1K | 0.25% | +752+7.0% | Added |
| CenterBook Partners LP | 11,629 | $676.8K | 0.10% | +11,629 | New |
| Tortoise Index Solutions, LLC | 12,037 | $700.6K | 0.13% | +12,037 | New |
| ETF Managers Group, LLC | 12,290 | $715.3K | 0.02% | +183+1.5% | Added |
| Manchester Capital Management LLC | 12,707 | $739.5K | 0.10% | 00.0% | Unchanged |
| American Century Companies Inc | 12,861 | $747.6K | 0.00% | −554−4.1% | Reduced |
| LPL Financial LLC | 13,027 | $758.2K | 0.00% | −1,097−7.8% | Reduced |
| Van Eck Associates Corp | 13,364 | $778.0K | 0.00% | −192−1.4% | Reduced |
| Clean Yield Group | 13,385 | $779.0K | 0.33% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 13,467 | $783.8K | 0.00% | +13,467 | New |
| Commonwealth Equity Services, LLC | 13,711 | $797.0K | 0.00% | −285−2.0% | Reduced |
| Green Alpha Advisors, LLC | 13,721 | $798.6K | 0.56% | −155−1.1% | Reduced |
| Stifel Financial Corp | 14,887 | $866.4K | 0.00% | −3,294−18.1% | Reduced |
| Victory Capital Management Inc | 15,147 | $881.6K | 0.00% | +2,932+24.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 15,522 | $903.4K | 0.25% | +804+5.5% | Added |
| Assenagon Asset Management S.A. | 15,785 | $918.7K | 0.00% | +15,785 | New |
| Arizona State Retirement System | 15,885 | $924.5K | 0.01% | +547+3.6% | Added |
| Everence Capital Management Inc | 16,470 | $959.0K | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,686 | $971.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16,967 | $987.0K | 0.01% | +460+2.8% | Added |
| Eqis Capital Management, Inc. | 17,222 | $1.00M | 0.11% | +17,222 | New |
| State of Wisconsin Investment Board | 17,306 | $1.01M | 0.00% | −3,569−17.1% | Reduced |
| D. E. Shaw & Co., Inc. | 17,525 | $1.02M | 0.00% | +11,883+210.6% | Added |
| Oregon Public Employees Retirement Fund | 17,614 | $1.03M | 0.01% | −611−3.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,730 | $1.03M | 0.00% | +5,900+49.9% | Added |
| Marshall Wace, LLP | 18,395 | $1.07M | 0.00% | +18,395 | New |
| Jane Street Group, LLC | 18,808 | $1.09M | 0.00% | +18,808 | New |
| Creative Planning | 19,459 | $1.13M | 0.00% | −9,810−33.5% | Reduced |
| State Board of Administration of Florida Retirement System | 19,503 | $1.14M | 0.00% | +283+1.5% | Added |
| STRS Ohio | 19,800 | $1.15M | 0.00% | +400+2.1% | Added |
| Bessemer Group Inc | 19,861 | $1.16M | 0.00% | −10.0% | Reduced |
| Royal Bank of Canada | 20,160 | $1.17M | 0.00% | −7,586−27.3% | Reduced |
| Voya Investment Management LLC | 20,799 | $1.21M | 0.00% | −1,988−8.7% | Reduced |
| Cerity Partners LLC | 7,754 | $1.24M | 0.01% | +4,005+106.8% | Added |
| Hoylecohen, LLC | 21,580 | $1.26M | 0.12% | −306−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 21,782 | $1.27M | 0.00% | +82+0.4% | Added |
| Vontobel Holding Ltd. | 21,890 | $1.27M | 0.01% | +21,890 | New |
| Ensign Peak Advisors, Inc | 21,926 | $1.28M | 0.00% | +1,950+9.8% | Added |
| Wulff, Hansen & Co. | 22,585 | $1.31M | 1.50% | 00.0% | Unchanged |
| Summit Global Investments | 22,591 | $1.31M | 0.10% | +40.0% | Added |
| Exchange Traded Concepts, LLC | 23,168 | $1.35M | 0.04% | +426+1.9% | Added |
| HighTower Advisors, LLC | 23,126 | $1.36M | 0.00% | +9,811+73.7% | Added |
| Macquarie Group Ltd | 23,424 | $1.36M | 0.00% | −1,392−5.6% | Reduced |
| Teton Advisors, Inc. | 23,600 | $1.37M | 0.36% | 00.0% | Unchanged |