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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 5,434 | $280.6K | 0.03% | +5,434 | New |
| Jane Street Group, LLC | 5,543 | $286.2K | 0.00% | −13,265−70.5% | Reduced |
| Atria Wealth Solutions, Inc. | 5,563 | $287.2K | 0.00% | +3+0.1% | Added |
| Duality Advisers, LP | 5,612 | $289.7K | 0.04% | +5,612 | New |
| JustInvest LLC | 5,624 | $290.4K | 0.01% | −726−11.4% | Reduced |
| Centiva Capital, LP | 5,687 | $293.6K | 0.01% | −3,216−36.1% | Reduced |
| Independent Advisor Alliance | 5,716 | $295.1K | 0.01% | −5,622−49.6% | Reduced |
| Allworth Financial LP | 5,989 | $309.2K | 0.00% | +1,176+24.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $309.8K | 0.09% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,000 | $309.8K | 0.33% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,053 | $312.5K | 0.00% | +574+10.5% | Added |
| Mirabella Financial Services LLP | 6,254 | $322.9K | 0.04% | +6,254 | New |
| Cetera Advisor Networks LLC | 6,289 | $324.7K | 0.00% | −80−1.3% | Reduced |
| Tudor Investment Corp Et Al | 6,420 | $331.5K | 0.01% | +6,420 | New |
| PFG Investments, LLC | 6,477 | $334.4K | 0.06% | +20.0% | Added |
| Wealth Architects, LLC | 6,495 | $335.3K | 0.06% | −76−1.2% | Reduced |
| Hutchinson Capital Management | 6,608 | $341.2K | 0.08% | +10.0% | Added |
| Jacobi Capital Management LLC | 6,642 | $342.9K | 0.04% | +7+0.1% | Added |
| IFM Investors Pty Ltd | 6,883 | $355.4K | 0.00% | +6,883 | New |
| Truist Financial Corp | 7,035 | $363.2K | 0.00% | +1,431+25.5% | Added |
| Creative Financial Designs Inc | 7,043 | $363.6K | 0.04% | +110+1.6% | Added |
| New York Life Investment Management LLC | 7,081 | $365.6K | 0.00% | −1,367−16.2% | Reduced |
| TRUE Private Wealth Advisors | 7,200 | $371.7K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 7,375 | $376.2K | 0.06% | −2,864−28.0% | Reduced |
| Cerity Partners LLC | 7,411 | $382.6K | 0.00% | −343−4.4% | Reduced |
| Blackhill Capital Inc | 7,600 | $392.4K | 0.04% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,617 | $393.0K | 0.01% | −100−1.3% | Reduced |
| Ethic Inc. | 7,731 | $399.1K | 0.01% | +342+4.6% | Added |
| Canvas Wealth Advisors, LLC | 7,827 | $414.0K | 0.15% | +7,827 | New |
| Quadrature Capital Ltd | 8,149 | $420.7K | 0.01% | +1,317+19.3% | Added |
| Ergoteles LLC | 8,373 | $432.3K | 0.02% | −35,231−80.8% | Reduced |
| SEI Investments Co | 8,935 | $461.3K | 0.00% | +1,201+15.5% | Added |
| Pathstone Family Office, LLC | 9,072 | $467.7K | 0.01% | +371+4.3% | Added |
| Legato Capital Management LLC | 9,181 | $474.0K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,320 | $481.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,316 | $481.0K | 0.00% | +100+1.1% | Added |
| CI Private Wealth, LLC | 9,686 | $500.1K | 0.00% | −126−1.3% | Reduced |
| Balyasny Asset Management LLC | 9,766 | $504.2K | 0.00% | −17,904−64.7% | Reduced |
| D.A. Davidson & Co. | 9,836 | $507.9K | 0.01% | +166+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,959 | $514.2K | 0.00% | +9,959 | New |
| Versor Investments LP | 10,065 | $519.7K | 0.09% | +365+3.8% | Added |
| Wedbush Securities Inc | 10,351 | $534.0K | 0.03% | +40.0% | Added |
| Mutual of America Capital Management LLC | 10,936 | $564.6K | 0.01% | −354−3.1% | Reduced |
| Brandywine Global Investment Management, LLC | 11,470 | $592.2K | 0.00% | +11,470 | New |
| The PNC Financial Services Group, Inc. | 11,576 | $597.7K | 0.00% | +1,892+19.5% | Added |
| Tortoise Index Solutions, LLC | 11,613 | $599.6K | 0.12% | −424−3.5% | Reduced |
| Sovereign Financial Group, Inc. | 12,371 | $638.7K | 0.21% | +858+7.5% | Added |
| Davy Global Fund Management Ltd | 12,518 | $646.3K | 0.12% | +7,932+173.0% | Added |
| Manchester Capital Management LLC | 12,710 | $656.2K | 0.09% | +30.0% | Added |
| CenterBook Partners LP | 12,758 | $658.7K | 0.08% | +1,129+9.7% | Added |
| Clean Yield Group | 12,885 | $665.3K | 0.27% | −500−3.7% | Reduced |
| LPL Financial LLC | 13,339 | $688.7K | 0.00% | +312+2.4% | Added |
| American Century Companies Inc | 13,456 | $694.7K | 0.00% | +595+4.6% | Added |
| Nisa Investment Advisors, LLC | 13,589 | $701.6K | 0.01% | −3,378−19.9% | Reduced |
| Summit Global Investments | 13,698 | $707.0K | 0.05% | −8,893−39.4% | Reduced |
| Commonwealth Equity Services, LLC | 13,725 | $709.0K | 0.00% | +14+0.1% | Added |
| Green Alpha Advisors, LLC | 13,764 | $710.6K | 0.47% | +43+0.3% | Added |
| Van Eck Associates Corp | 14,125 | $730.0K | 0.00% | +761+5.7% | Added |
| Edgestream Partners, L.P. | 14,783 | $763.2K | 0.07% | +14,783 | New |
| Willow Creek Wealth Management Inc. | 15,176 | $783.5K | 0.11% | +15,176 | New |
| Victory Capital Management Inc | 15,195 | $784.5K | 0.00% | +48+0.3% | Added |
| Allianz Asset Management GmbH | 15,400 | $795.1K | 0.00% | +15,400 | New |
| Farmers & Merchants Trust Co of Long Beach | 15,522 | $801.4K | 0.21% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,617 | $806.3K | 0.01% | −268−1.7% | Reduced |
| Renaissance Technologies LLC | 15,914 | $822.0K | 0.00% | −61,386−79.4% | Reduced |
| Susquehanna International Group, LLP | 15,922 | $822.1K | 0.00% | −15,475−49.3% | Reduced |
| State Board of Administration of Florida Retirement System | 16,353 | $844.3K | 0.00% | −3,150−16.2% | Reduced |
| Alberta Investment Management Corp | 16,478 | $850.8K | 0.01% | +16,478 | New |
| Stifel Financial Corp | 16,772 | $866.0K | 0.00% | +1,885+12.7% | Added |
| Oregon Public Employees Retirement Fund | 17,401 | $898.4K | 0.01% | −213−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,640 | $911.0K | 0.01% | +954+5.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,730 | $915.4K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 16,470 | $937.0K | 0.08% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 19,200 | $991.3K | 0.01% | −13,900−42.0% | Reduced |
| Bessemer Group Inc | 20,156 | $1.04M | 0.00% | +295+1.5% | Added |
| Franklin Resources Inc | 20,176 | $1.04M | 0.00% | +15,864+367.9% | Added |
| STRS Ohio | 20,400 | $1.05M | 0.00% | +600+3.0% | Added |
| Creative Planning | 20,948 | $1.08M | 0.00% | +1,489+7.7% | Added |
| Aquatic Capital Management LLC | 21,200 | $1.09M | 0.06% | +18,600+715.4% | Added |
| Mariner, LLC | 21,493 | $1.11M | 0.00% | +13,561+171.0% | Added |
| Hoylecohen, LLC | 21,580 | $1.11M | 0.10% | 00.0% | Unchanged |
| Voya Investment Management LLC | 21,872 | $1.13M | 0.00% | +1,073+5.2% | Added |
| Macquarie Group Ltd | 22,057 | $1.14M | 0.00% | −1,367−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 22,439 | $1.16M | 0.00% | +657+3.0% | Added |
| Wulff, Hansen & Co. | 22,585 | $1.17M | 1.31% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,749 | $1.17M | 0.00% | −377−1.6% | Reduced |
| Royal Bank of Canada | 23,048 | $1.19M | 0.00% | +2,888+14.3% | Added |
| Ensign Peak Advisors, Inc | 23,126 | $1.19M | 0.00% | +1,200+5.5% | Added |
| Amalgamated Bank | 23,387 | $1.21M | 0.01% | −335−1.4% | Reduced |
| Teton Advisors, Inc. | 23,600 | $1.22M | 0.34% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 24,739 | $1.28M | 0.01% | +2,849+13.0% | Added |
| Eqis Capital Management, Inc. | 24,851 | $1.28M | 0.14% | +7,629+44.3% | Added |
| Advisor Group Holdings, Inc. | 25,262 | $1.30M | 0.00% | +145+0.6% | Added |
| Janus Henderson Group PLC | 25,326 | $1.31M | 0.00% | −23−0.1% | Reduced |
| Schroder Investment Management Group | 25,649 | $1.32M | 0.00% | −452−1.7% | Reduced |
| Bridge City Capital, LLC | 25,840 | $1.33M | 0.63% | +15+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,925 | $1.44M | 0.00% | −17−0.1% | Reduced |
| Jump Financial, LLC | 28,828 | $1.49M | 0.05% | +28,828 | New |
| Private Advisor Group, LLC | 28,983 | $1.50M | 0.01% | −2,601−8.2% | Reduced |
| Squarepoint Ops LLC | 29,206 | $1.51M | 0.01% | −1,421−4.6% | Reduced |