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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 4,134 | $213.4K | 0.00% | +9+0.2% | Added |
| Cetera Investment Advisers | 4,057 | $209.5K | 0.00% | −2,330−36.5% | Reduced |
| 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 |
| Campbell & CO Investment Adviser LLC | 3,922 | $202.5K | 0.04% | +3,922 | New |
| FMR LLC | 3,917 | $202.2K | 0.00% | −379−8.8% | Reduced |
| Metropolitan Life Insurance Co | 3,063 | $158.1K | 0.01% | +160+5.5% | Added |
| Shell Asset Management Co | 2,359 | $122.0K | 0.00% | +51+2.2% | Added |
| GHP Investment Advisors, Inc. | 2,248 | $118.8K | 0.01% | −267−10.6% | Reduced |
| PEAK6 Investments LLC | 2,187 | $112.9K | 0.01% | +2,187 | New |
| Global Retirement Partners, LLC | 2,164 | $111.7K | 0.01% | −5−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 2,125 | $109.7K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,865 | $96.0K | 0.00% | +1,865 | New |
| Natixis Investment Managers International | 1,679 | $86.7K | 0.01% | −104−5.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $85.8K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 1,625 | $83.9K | 0.00% | −75−4.4% | Reduced |
| Sittner & Nelson, LLC | 1,620 | $83.6K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,399 | $72.2K | 0.01% | +366+35.4% | Added |
| Tower Research Capital LLC (TRC) | 1,386 | $71.6K | 0.00% | −356−20.4% | Reduced |
| HM Payson & Co | 1,260 | $65.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,243 | $64.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,216 | $63.0K | 0.00% | +167+15.9% | Added |
| Ostrum Asset Management | 1,139 | $58.8K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $51.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 753 | $45.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $44.1K | 0.02% | +55+6.9% | Added |
| Beaird Harris Wealth Management, LLC | 842 | $43.5K | 0.01% | +2+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 830 | $42.9K | 0.00% | −53−6.0% | Reduced |
| Pinnacle Bancorp, Inc. | 670 | $34.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 648 | $33.5K | 0.00% | +53+8.9% | Added |
| Banque Cantonale Vaudoise | 622 | $32.0K | 0.00% | +622 | New |
| Column Capital Advisors, LLC | 611 | $31.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 542 | $28.0K | 0.01% | +15+2.8% | Added |
| AdvisorNet Financial, Inc | 527 | $27.2K | 0.00% | −2−0.4% | Reduced |
| Tower View Investment Management & Research LLC | 515 | $27.0K | 0.02% | +515 | New |
| Public Employees Retirement System of Ohio | 496 | $26.0K | 0.00% | −8−1.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $25.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 490 | $25.3K | 0.00% | −588−54.5% | Reduced |
| Ruedi Wealth Management, Inc. | 450 | $23.2K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 427 | $22.1K | 0.00% | +2+0.5% | Added |
| Capital Advisors, Ltd. LLC | 362 | $19.0K | 0.00% | +326+905.6% | Added |
| Private Trust Co NA | 354 | $18.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 304 | $15.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 280 | $14.5K | 0.00% | +43+18.1% | Added |
| Capital Analysts, LLC | 266 | $14.0K | 0.00% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 220 | $13.0K | 0.00% | −16−6.8% | Reduced |
| Parkside Financial Bank & Trust | 228 | $11.8K | 0.00% | −2−0.9% | Reduced |
| M&R Capital Management Inc | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 199 | $10.0K | 0.00% | +199 | New |
| Russell Investments Group, Ltd. | 192 | $9.91K | 0.00% | −17−8.1% | Reduced |
| Lindbrook Capital, LLC | 180 | $9.29K | 0.00% | −8−4.3% | Reduced |
| Sofos Investments, Inc. | 52 | $8.33K | 0.04% | −6−10.3% | Reduced |
| Versant Capital Management, Inc | 158 | $8.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $7.48K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 141 | $7.28K | 0.00% | −29−17.1% | Reduced |
| Rational Advisors LLC | 130 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $5.16K | 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 |
| Ridgewood Investments LLC | 66 | $3.41K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $3.10K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 52 | $2.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $2.22K | 0.00% | +31+258.3% | Added |
| Farmers & Merchants Investments Inc | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $2.01K | 0.00% | −34−46.6% | Reduced |
| Hall Laurie J Trustee | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.70K | 0.00% | −1−2.9% | Reduced |
| Proequities, Inc. | 29 | $1.50K | 0.00% | −39−57.4% | Reduced |
| Farther Finance Advisors, LLC | 9 | $465 | 0.00% | −33−78.6% | Reduced |
| Abound Wealth Management | 9 | $465 | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 8 | $413 | 0.00% | 00.0% | Unchanged |
| 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 |
| SJS Investment Consulting Inc. | 6 | $310 | 0.00% | +1+20.0% | Added |
| Crewe Advisors LLC | 5 | $259 | 0.00% | +5 | New |
| GWM Advisors LLC | 5 | $258 | 0.00% | +5 | New |
| Glassman Wealth Services | 4 | $207 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| 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 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −105,740−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −73,734−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −66,727−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,242−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −15,785−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,467−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,278−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −9,491−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,988−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,602−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,582−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −5,207−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,013−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |