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, Q2 2023
Institutional positions in California Water Service Group as of Jun 30, 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
- 286
- −11 vs. Q1 2023
- Shares held
- 47.1M
- +2.26M (+5.0%) vs. Q1 2023
- Total value
- $2.44B
- −$178.0M (−6.8%) vs. Q1 2023
- New holders
- 26
- 117 more added
- Sold out
- 37
- 89 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | −8−80.0% | Reduced |
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Huntington National Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $207 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5 | $258 | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $259 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $310 | 0.00% | +1+20.0% | Added |
| Disciplined Investments, LLC | 7 | $361 | 0.00% | −1−12.5% | Reduced |
| Federated Hermes, Inc. | 7 | $361 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $361 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $413 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $465 | 0.00% | −33−78.6% | Reduced |
| Abound Wealth Management | 9 | $465 | 0.00% | +9 | New |
| Proequities, Inc. | 29 | $1.50K | 0.00% | −39−57.4% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $1.70K | 0.00% | −1−2.9% | Reduced |
| Hall Laurie J Trustee | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $2.01K | 0.00% | −34−46.6% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $2.22K | 0.00% | +31+258.3% | Added |
| Pinnacle Financial Partners Inc | 52 | $2.69K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 66 | $3.41K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 75 | $4.00K | 0.00% | +75 | New |
| Cullen/Frost Bankers, Inc. | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 130 | $6.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 141 | $7.28K | 0.00% | −29−17.1% | Reduced |
| IFP Advisors, Inc | 187 | $7.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $8.16K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 52 | $8.33K | 0.04% | −6−10.3% | Reduced |
| Lindbrook Capital, LLC | 180 | $9.29K | 0.00% | −8−4.3% | Reduced |
| Russell Investments Group, Ltd. | 192 | $9.91K | 0.00% | −17−8.1% | Reduced |
| Simplex Trading, LLC | 199 | $10.0K | 0.00% | +199 | New |
| M&R Capital Management Inc | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 228 | $11.8K | 0.00% | −2−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 220 | $13.0K | 0.00% | −16−6.8% | Reduced |
| Capital Analysts, LLC | 266 | $14.0K | 0.00% | +1+0.4% | Added |
| Parallel Advisors, LLC | 280 | $14.5K | 0.00% | +43+18.1% | Added |
| Central Trust Co | 304 | $15.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 354 | $18.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 362 | $19.0K | 0.00% | +326+905.6% | Added |
| Baystate Wealth Management LLC | 427 | $22.1K | 0.00% | +2+0.5% | Added |
| Ruedi Wealth Management, Inc. | 450 | $23.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 490 | $25.3K | 0.00% | −588−54.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $25.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 496 | $26.0K | 0.00% | −8−1.6% | Reduced |
| Tower View Investment Management & Research LLC | 515 | $27.0K | 0.02% | +515 | New |
| AdvisorNet Financial, Inc | 527 | $27.2K | 0.00% | −2−0.4% | Reduced |
| Hexagon Capital Partners LLC | 542 | $28.0K | 0.01% | +15+2.8% | Added |
| Column Capital Advisors, LLC | 611 | $31.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 622 | $32.0K | 0.00% | +622 | New |
| Signaturefd, LLC | 648 | $33.5K | 0.00% | +53+8.9% | Added |
| Pinnacle Bancorp, Inc. | 670 | $34.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 830 | $42.9K | 0.00% | −53−6.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 842 | $43.5K | 0.01% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $44.1K | 0.02% | +55+6.9% | Added |
| FinTrust Capital Advisors, LLC | 753 | $45.7K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $51.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,139 | $58.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,216 | $63.0K | 0.00% | +167+15.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $64.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $65.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,386 | $71.6K | 0.00% | −356−20.4% | Reduced |
| Quadrant Capital Group LLC | 1,399 | $72.2K | 0.01% | +366+35.4% | Added |
| Sittner & Nelson, LLC | 1,620 | $83.6K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 1,625 | $83.9K | 0.00% | −75−4.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $85.8K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,679 | $86.7K | 0.01% | −104−5.8% | Reduced |
| Daiwa Securities Group Inc. | 1,865 | $96.0K | 0.00% | +1,865 | New |
| Stonebridge Capital Advisors LLC | 2,125 | $109.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,164 | $111.7K | 0.01% | −5−0.2% | Reduced |
| PEAK6 Investments LLC | 2,187 | $112.9K | 0.01% | +2,187 | New |
| GHP Investment Advisors, Inc. | 2,248 | $118.8K | 0.01% | −267−10.6% | Reduced |
| Shell Asset Management Co | 2,359 | $122.0K | 0.00% | +51+2.2% | Added |
| Metropolitan Life Insurance Co | 3,063 | $158.1K | 0.01% | +160+5.5% | Added |
| FMR LLC | 3,917 | $202.2K | 0.00% | −379−8.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,922 | $202.5K | 0.04% | +3,922 | New |
| Stewart & Patten Co LLC | 4,000 | $206.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $206.5K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,000 | $206.5K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,000 | $206.5K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,057 | $209.5K | 0.00% | −2,330−36.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,134 | $213.4K | 0.00% | +9+0.2% | Added |
| Evergreen Capital Management LLC | 4,180 | $215.8K | 0.01% | +330+8.6% | Added |
| Kepos Capital LP | 4,246 | $219.0K | 0.04% | +4,246 | New |
| State of Wisconsin Investment Board | 4,396 | $227.0K | 0.00% | −12,910−74.6% | Reduced |
| Teacher Retirement System of Texas | 4,408 | $228.0K | 0.00% | −2,648−37.5% | Reduced |
| Aigen Investment Management, LP | 4,502 | $232.4K | 0.03% | +4,502 | New |
| M&T Bank Corp | 4,515 | $233.3K | 0.00% | −724−13.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,635 | $239.3K | 0.01% | +379+8.9% | Added |
| Crossmark Global Holdings, Inc. | 4,823 | $251.0K | 0.01% | −70−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,920 | $254.0K | 0.00% | +10.0% | Added |
| Man Group plc | 4,926 | $254.3K | 0.00% | +4,926 | New |
| Wellington Shields & Co., LLC | 5,000 | $258.1K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,135 | $265.1K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,261 | $271.6K | 0.00% | −7−0.1% | Reduced |
| US Bancorp | 5,374 | $277.5K | 0.00% | +2,795+108.4% | Added |