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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 4,256 | $247.7K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,248 | $247.2K | 0.01% | +187+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 4,125 | $240.1K | 0.00% | +8+0.2% | 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 |
| Humankind Investments LLC | 3,922 | $228.3K | 0.09% | +189+5.1% | Added |
| Evergreen Capital Management LLC | 3,850 | $224.1K | 0.01% | −344−8.2% | Reduced |
| Boston Family Office LLC | 3,865 | $224.0K | 0.02% | 00.0% | Unchanged |
| Regents of the University of California | 3,650 | $212.4K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,554 | $206.8K | 0.00% | +3,554 | New |
| Mackenzie Financial Corp | 3,528 | $205.3K | 0.00% | +74+2.1% | Added |
| Park National Corp | 3,470 | $202.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,903 | $169.0K | 0.01% | −420−12.6% | Reduced |
| Aquatic Capital Management LLC | 2,600 | $151.0K | 0.01% | −4,900−65.3% | Reduced |
| US Bancorp | 2,579 | $150.1K | 0.00% | −109−4.1% | Reduced |
| GHP Investment Advisors, Inc. | 2,515 | $146.4K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,308 | $134.0K | 0.01% | −8−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $123.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,169 | $121.4K | 0.01% | +2,119+4,238.0% | Added |
| Point72 Middle East FZE | 2,020 | $117.6K | 0.01% | +2,020 | New |
| Vestcor Inc | 1,885 | $110.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,783 | $103.8K | 0.01% | −1,139−39.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,742 | $101.0K | 0.00% | +774+80.0% | Added |
| Umb Bank N A | 1,700 | $98.9K | 0.00% | −60−3.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $96.7K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $94.3K | 0.05% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,400 | $81.0K | 0.00% | −12,500−89.9% | Reduced |
| HM Payson & Co | 1,260 | $73.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,243 | $72.3K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,139 | $66.3K | 0.01% | +1,139 | New |
| EverSource Wealth Advisors, LLC | 1,078 | $62.7K | 0.01% | −45−4.0% | Reduced |
| CWM, LLC | 1,049 | $61.0K | 0.00% | +12+1.2% | Added |
| Quadrant Capital Group LLC | 1,033 | $60.1K | 0.01% | −956−48.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $58.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 883 | $51.4K | 0.00% | +350+65.7% | Added |
| Beaird Harris Wealth Management, LLC | 840 | $48.9K | 0.01% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 800 | $46.6K | 0.03% | +800 | New |
| FinTrust Capital Advisors, LLC | 753 | $45.7K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 731 | $42.5K | 0.00% | +270+58.6% | Added |
| Pinnacle Bancorp, Inc. | 670 | $39.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 611 | $35.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 595 | $34.6K | 0.00% | −35−5.6% | Reduced |
| AdvisorNet Financial, Inc | 529 | $30.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 527 | $30.7K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 504 | $29.3K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 504 | $29.0K | 0.00% | +6+1.2% | Added |
| Ruedi Wealth Management, Inc. | 450 | $26.2K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 425 | $24.8K | 0.00% | +117+38.0% | Added |
| Private Trust Co NA | 354 | $20.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 333 | $19.4K | 0.00% | +333 | New |
| Central Trust Co | 304 | $17.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 265 | $15.0K | 0.00% | +265 | New |
| Ronald Blue Trust, Inc. | 236 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 237 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 230 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 212 | $12.3K | 0.02% | +212 | New |
| Russell Investments Group, Ltd. | 209 | $12.2K | 0.00% | −12,780−98.4% | Reduced |
| M&R Capital Management Inc | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 188 | $10.9K | 0.00% | −43−18.6% | Reduced |
| TCI Wealth Advisors, Inc. | 184 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 170 | $9.89K | 0.00% | +47+38.2% | Added |
| Versant Capital Management, Inc | 158 | $9.14K | 0.00% | −43−21.4% | Reduced |
| Rational Advisors LLC | 130 | $7.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $7.48K | 0.00% | −609−76.5% | Reduced |
| Ellevest, Inc. | 127 | $7.39K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $5.82K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 73 | $4.25K | 0.00% | −17−18.9% | Reduced |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 68 | $3.96K | 0.00% | −8−10.5% | Reduced |
| Ridgewood Investments LLC | 66 | $3.84K | 0.00% | +66 | New |
| TD Waterhouse Canada Inc. | 60 | $3.47K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 52 | $3.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 42 | $2.44K | 0.00% | +33+366.7% | Added |
| Farmers & Merchants Investments Inc | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | −330−90.2% | Reduced |
| Hall Laurie J Trustee | 37 | $2.00K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 34 | $1.98K | 0.00% | −2−5.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 26 | $1.51K | 0.00% | +26 | New |
| Psagot Value Holdings Ltd. / (Israel) | 10 | $1.00K | 0.00% | +10 | New |
| Schubert & Co | 17 | $990 | 0.00% | −3−15.0% | Reduced |
| Massmutual Trust Co FSB | 12 | $698 | 0.00% | −24−66.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 12 | $698 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11 | $640 | 0.00% | +11 | New |
| First Horizon Advisors, Inc. | 8 | $466 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $466 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7 | $407 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $407 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $291 | 0.00% | −6−54.5% | Reduced |
| Glassman Wealth Services | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $116 | 0.00% | −235−99.2% | Reduced |
| Huntington National Bank | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 58 | $21 | 0.00% | −3−4.9% | Reduced |
| 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 |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −20,925−100.0% | Sold out |