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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.

Institutional holdersQ2 2023: 286 institutions
Q1 2021: 259 institutionsQ2 2021: 251 institutionsQ3 2021: 268 institutionsQ4 2021: 307 institutionsQ1 2022: 312 institutionsQ2 2022: 281 institutionsQ3 2022: 281 institutionsQ4 2022: 295 institutionsQ1 2023: 299 institutionsQ2 2023: 286 institutionsQ3 2023: 273 institutionsQ4 2023: 285 institutionsQ1 2024: 275 institutionsQ2 2024: 299 institutionsQ3 2024: 324 institutionsQ4 2024: 323 institutionsQ1 2025: 330 institutionsQ2 2025: 338 institutionsQ3 2025: 337 institutionsQ4 2025: 329 institutionsQ1 2026: 339 institutionsQ2 2026: 346 institutions
Value heldQ2 2023: $2.44B
Q1 2021: $2.18BQ2 2021: $2.20BQ3 2021: $2.40BQ4 2021: $2.96BQ1 2022: $2.51BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.73BQ1 2023: $2.61BQ2 2023: $2.44BQ3 2023: $2.26BQ4 2023: $2.47BQ1 2024: $2.27BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.23BQ1 2025: $2.45BQ2 2025: $2.29BQ3 2025: $2.30BQ4 2025: $2.17BQ1 2026: $2.32BQ2 2026: $2.69B
Institutions holding CWT and their total value by quarter
QuarterHoldersValue
Q2 2026346$2.69B
Q1 2026339$2.32B
Q4 2025329$2.17B
Q3 2025337$2.30B
Q2 2025338$2.29B
Q1 2025330$2.45B
Q4 2024323$2.23B
Q3 2024324$2.63B
Q2 2024299$2.34B
Q1 2024275$2.27B
Q4 2023285$2.47B
Q3 2023273$2.26B
Q2 2023286$2.44B
Q1 2023299$2.61B
Q4 2022295$2.73B
Q3 2022281$2.31B
Q2 2022281$2.44B
Q1 2022312$2.51B
Q4 2021307$2.96B
Q3 2021268$2.40B
Q2 2021251$2.20B
Q1 2021259$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.

Institutions holding CWT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HighTower Advisors, LLC22,749$1.17M0.00%−377−1.6%Reduced
Wulff, Hansen & Co.22,585$1.17M1.31%00.0%Unchanged
Manufacturers Life Insurance Company, The22,439$1.16M0.00%+657+3.0%Added
Macquarie Group Ltd22,057$1.14M0.00%−1,367−5.8%Reduced
Voya Investment Management LLC21,872$1.13M0.00%+1,073+5.2%Added
Hoylecohen, LLC21,580$1.11M0.10%00.0%Unchanged
Mariner, LLC21,493$1.11M0.00%+13,561+171.0%Added
Aquatic Capital Management LLC21,200$1.09M0.06%+18,600+715.4%Added
Creative Planning20,948$1.08M0.00%+1,489+7.7%Added
STRS Ohio20,400$1.05M0.00%+600+3.0%Added
Franklin Resources Inc20,176$1.04M0.00%+15,864+367.9%Added
Bessemer Group Inc20,156$1.04M0.00%+295+1.5%Added
Bridgewater Associates, LP19,200$991.3K0.01%−13,900−42.0%Reduced
Everence Capital Management Inc16,470$937.0K0.08%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main17,730$915.4K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky17,640$911.0K0.01%+954+5.7%Added
Oregon Public Employees Retirement Fund17,401$898.4K0.01%−213−1.2%Reduced
Stifel Financial Corp16,772$866.0K0.00%+1,885+12.7%Added
Alberta Investment Management Corp16,478$850.8K0.01%+16,478New
State Board of Administration of Florida Retirement System16,353$844.3K0.00%−3,150−16.2%Reduced
Susquehanna International Group, LLP15,922$822.1K0.00%−15,475−49.3%Reduced
Renaissance Technologies LLC15,914$822.0K0.00%−61,386−79.4%Reduced
Arizona State Retirement System15,617$806.3K0.01%−268−1.7%Reduced
Farmers & Merchants Trust Co of Long Beach15,522$801.4K0.21%00.0%Unchanged
Allianz Asset Management GmbH15,400$795.1K0.00%+15,400New
Victory Capital Management Inc15,195$784.5K0.00%+48+0.3%Added
Willow Creek Wealth Management Inc.15,176$783.5K0.11%+15,176New
Edgestream Partners, L.P.14,783$763.2K0.07%+14,783New
Van Eck Associates Corp14,125$730.0K0.00%+761+5.7%Added
Green Alpha Advisors, LLC13,764$710.6K0.47%+43+0.3%Added
Commonwealth Equity Services, LLC13,725$709.0K0.00%+14+0.1%Added
Summit Global Investments13,698$707.0K0.05%−8,893−39.4%Reduced
Nisa Investment Advisors, LLC13,589$701.6K0.01%−3,378−19.9%Reduced
American Century Companies Inc13,456$694.7K0.00%+595+4.6%Added
LPL Financial LLC13,339$688.7K0.00%+312+2.4%Added
Clean Yield Group12,885$665.3K0.27%−500−3.7%Reduced
CenterBook Partners LP12,758$658.7K0.08%+1,129+9.7%Added
Manchester Capital Management LLC12,710$656.2K0.09%+30.0%Added
Davy Global Fund Management Ltd12,518$646.3K0.12%+7,932+173.0%Added
Sovereign Financial Group, Inc.12,371$638.7K0.21%+858+7.5%Added
Tortoise Index Solutions, LLC11,613$599.6K0.12%−424−3.5%Reduced
The PNC Financial Services Group, Inc.11,576$597.7K0.00%+1,892+19.5%Added
Brandywine Global Investment Management, LLC11,470$592.2K0.00%+11,470New
Mutual of America Capital Management LLC10,936$564.6K0.01%−354−3.1%Reduced
Wedbush Securities Inc10,351$534.0K0.03%+40.0%Added
Versor Investments LP10,065$519.7K0.09%+365+3.8%Added
Healthcare of Ontario Pension Plan Trust Fund9,959$514.2K0.00%+9,959New
D.A. Davidson & Co.9,836$507.9K0.01%+166+1.7%Added
Balyasny Asset Management LLC9,766$504.2K0.00%−17,904−64.7%Reduced
CI Private Wealth, LLC9,686$500.1K0.00%−126−1.3%Reduced
Public Employees Retirement Association of Colorado9,320$481.0K0.00%00.0%Unchanged
Handelsbanken Fonder AB9,316$481.0K0.00%+100+1.1%Added
Legato Capital Management LLC9,181$474.0K0.06%00.0%Unchanged
Pathstone Family Office, LLC9,072$467.7K0.01%+371+4.3%Added
SEI Investments Co8,935$461.3K0.00%+1,201+15.5%Added
Ergoteles LLC8,373$432.3K0.02%−35,231−80.8%Reduced
Quadrature Capital Ltd8,149$420.7K0.01%+1,317+19.3%Added
Canvas Wealth Advisors, LLC7,827$414.0K0.15%+7,827New
Ethic Inc.7,731$399.1K0.01%+342+4.6%Added
South Dakota Investment Council7,617$393.0K0.01%−100−1.3%Reduced
Blackhill Capital Inc7,600$392.4K0.04%00.0%Unchanged
Cerity Partners LLC7,411$382.6K0.00%−343−4.4%Reduced
Virtue Capital Management, LLC7,375$376.2K0.06%−2,864−28.0%Reduced
TRUE Private Wealth Advisors7,200$371.7K0.05%00.0%Unchanged
New York Life Investment Management LLC7,081$365.6K0.00%−1,367−16.2%Reduced
Creative Financial Designs Inc7,043$363.6K0.04%+110+1.6%Added
Truist Financial Corp7,035$363.2K0.00%+1,431+25.5%Added
IFM Investors Pty Ltd6,883$355.4K0.00%+6,883New
Jacobi Capital Management LLC6,642$342.9K0.04%+7+0.1%Added
Hutchinson Capital Management6,608$341.2K0.08%+10.0%Added
Wealth Architects, LLC6,495$335.3K0.06%−76−1.2%Reduced
PFG Investments, LLC6,477$334.4K0.06%+20.0%Added
Tudor Investment Corp Et Al6,420$331.5K0.01%+6,420New
Cetera Advisor Networks LLC6,289$324.7K0.00%−80−1.3%Reduced
Mirabella Financial Services LLP6,254$322.9K0.04%+6,254New
Baird Financial Group, Inc.6,053$312.5K0.00%+574+10.5%Added
Mitchell McLeod Pugh & Williams Inc6,000$309.8K0.09%00.0%Unchanged
Alan B. Lancz & Associates, Inc.6,000$309.8K0.33%00.0%Unchanged
Allworth Financial LP5,989$309.2K0.00%+1,176+24.4%Added
Independent Advisor Alliance5,716$295.1K0.01%−5,622−49.6%Reduced
Centiva Capital, LP5,687$293.6K0.01%−3,216−36.1%Reduced
JustInvest LLC5,624$290.4K0.01%−726−11.4%Reduced
Duality Advisers, LP5,612$289.7K0.04%+5,612New
Atria Wealth Solutions, Inc.5,563$287.2K0.00%+3+0.1%Added
Jane Street Group, LLC5,543$286.2K0.00%−13,265−70.5%Reduced
Occudo Quantitative Strategies LP5,434$280.6K0.03%+5,434New
US Bancorp5,374$277.5K0.00%+2,795+108.4%Added
AE Wealth Management LLC5,261$271.6K0.00%−7−0.1%Reduced
Mission Wealth Management, LP5,135$265.1K0.01%00.0%Unchanged
Wellington Shields & Co., LLC5,000$258.1K0.06%00.0%Unchanged
Man Group plc4,926$254.3K0.00%+4,926New
Cambridge Investment Research Advisors, Inc.4,920$254.0K0.00%+10.0%Added
Crossmark Global Holdings, Inc.4,823$251.0K0.01%−70−1.4%Reduced
Ameritas Investment Partners, Inc.4,635$239.3K0.01%+379+8.9%Added
M&T Bank Corp4,515$233.3K0.00%−724−13.8%Reduced
Aigen Investment Management, LP4,502$232.4K0.03%+4,502New
Teacher Retirement System of Texas4,408$228.0K0.00%−2,648−37.5%Reduced
State of Wisconsin Investment Board4,396$227.0K0.00%−12,910−74.6%Reduced
Kepos Capital LP4,246$219.0K0.04%+4,246New
Evergreen Capital Management LLC4,180$215.8K0.01%+330+8.6%Added