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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, Q3 2023

Institutional positions in California Water Service Group as of Sep 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
273
−11 vs. Q2 2023
Shares held
47.8M
+2.15M (+4.7%) vs. Q2 2023
Total value
$2.26B
−$95.9M (−4.1%) vs. Q2 2023
New holders
23
104 more added
Sold out
34
92 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 273 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 heldQ3 2023: $2.26B
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, Q3 2023

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2023.

Institutions holding CWT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.10,622,145$502.5M0.01%+290,796+2.8%Added
Vanguard Group Inc7,099,486$335.9M0.01%+270,786+4.0%Added
State Street Corp3,403,617$161.0M0.01%−1,669,984−32.9%Reduced
T. Rowe Price Investment Management, Inc.2,678,948$126.7M0.09%+347,673+14.9%Added
Nuance Investments, LLC2,175,780$102.9M2.52%+479,457+28.3%Added
Amundi1,607,758$76.3M0.04%+249,085+18.3%Added
Impax Asset Management Group plc1,570,771$74.3M0.33%+47,266+3.1%Added
Dimensional Fund Advisors LP1,238,057$58.6M0.02%+5,809+0.5%Added
Geode Capital Management, LLC1,170,603$55.4M0.01%+70,735+6.4%Added
Invesco Ltd.1,096,314$51.9M0.01%+240,944+28.2%Added
Pictet Asset Management Holding SA1,082,651$51.2M0.06%+1,082,651New
Northern Trust Corp1,024,905$48.5M0.01%+43,285+4.4%Added
Morgan Stanley726,445$34.4M0.00%+39,879+5.8%Added
Deprince Race & Zollo Inc683,724$32.3M0.79%+683,724New
KBC Group NV654,261$31.0M0.13%+95,501+17.1%Added
Bank of New York Mellon Corp644,890$30.5M0.01%−12,759−1.9%Reduced
First Trust Advisors LP625,929$29.6M0.04%+119,898+23.7%Added
Charles Schwab Investment Management Inc581,528$27.5M0.01%+40,655+7.5%Added
Norges Bank576,073$27.3M0.01%+11,574+2.1%Added
Legal & General Group Plc575,693$27.2M0.01%+24,502+4.4%Added
Empower Advisory Group, LLC352,969$16.7M0.07%+11,870+3.5%Added
Granite Investment Partners, LLC327,331$15.5M0.65%+252+0.1%Added
Principal Financial Group Inc321,109$15.2M0.01%−4,356−1.3%Reduced
Russell Investments Group, Ltd.233,213$11.0M0.02%+233,021+121,365.1%Added
Marshall Wace, LLP225,686$10.7M0.02%−233,460−50.8%Reduced
Nuveen Asset Management, LLC223,590$10.6M0.00%+60,189+36.8%Added
Rhumbline Advisers212,413$10.0M0.01%+3,662+1.8%Added
Ameriprise Financial Inc199,962$9.46M0.00%−11,567−5.5%Reduced
Goldman Sachs Group Inc195,984$9.27M0.00%−53,506−21.4%Reduced
Raymond James & Associates175,973$8.33M0.01%+46,303+35.7%Added
ProShare Advisors LLC175,260$8.29M0.03%+16,094+10.1%Added
Thematics Asset Management170,470$8.06M0.40%+10,000+6.2%Added
Bank of America Corp141,260$6.68M0.00%+47,819+51.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys133,080$6.30M0.05%−23,358−14.9%Reduced
Victory Capital Management Inc131,380$6.22M0.01%+116,185+764.6%Added
UBS Asset Management Americas Inc128,126$6.06M0.00%+2,394+1.9%Added
Swiss National Bank123,100$5.82M0.00%+2,100+1.7%Added
JPMorgan Chase & Co117,283$5.55M0.00%−45,853−28.1%Reduced
Great West Life Assurance Co111,931$5.29M0.01%+1,936+1.8%Added
Deutsche Bank AG110,681$5.24M0.00%−56,159−33.7%Reduced
SG Americas Securities, LLC95,226$4.50M0.06%+95,226New
TD Asset Management Inc85,140$4.03M0.00%+2,700+3.3%Added
Price T Rowe Associates Inc81,085$3.84M0.00%+360+0.4%Added
NFJ Investment Group, LLC80,709$3.82M0.11%+80,709New
Northstar Asset Management Inc77,169$3.65M1.17%+1,673+2.2%Added
Alliancebernstein L.P.75,777$3.59M0.00%+852+1.1%Added
Storebrand Asset Management AS72,895$3.45M0.02%−468−0.6%Reduced
Public Sector Pension Investment Board71,318$3.37M0.02%−28,067−28.2%Reduced
Maryland State Retirement & Pension System69,133$3.27M0.08%−11,818−14.6%Reduced
UBS Group AG68,282$3.23M0.00%−21,306−23.8%Reduced
Prudential Financial Inc67,417$3.19M0.00%−1,845−2.7%Reduced
Allspring Global Investments Holdings, LLC66,889$3.16M0.01%−56,461−45.8%Reduced
Raymond James Financial Services Advisors, Inc.65,799$3.11M0.01%+3,174+5.1%Added
Voloridge Investment Management, LLC64,939$3.07M0.02%−22,371−25.6%Reduced
Meiji Yasuda Asset Management Co Ltd.64,595$3.06M0.14%00.0%Unchanged
Aptus Capital Advisors, LLC63,893$3.02M0.09%−13,104−17.0%Reduced
New York State Teachers Retirement System62,989$2.98M0.01%+5,247+9.1%Added
California State Teachers Retirement System62,257$2.95M0.00%−5,338−7.9%Reduced
Clear Harbor Asset Management, LLC62,101$2.94M0.31%−75−0.1%Reduced
Credit Suisse AG57,751$2.73M0.00%−2,331−3.9%Reduced
Financial Counselors Inc56,775$2.69M0.05%−283−0.5%Reduced
New York State Common Retirement Fund56,635$2.68M0.00%+1,273+2.3%Added
Edgestream Partners, L.P.56,042$2.65M0.21%+41,259+279.1%Added
Bank of Montreal49,530$2.53M0.00%+878+1.8%Added
Thrivent Financial for Lutherans52,786$2.50M0.01%−777−1.5%Reduced
Wells Fargo & Company52,562$2.49M0.00%−20,085−27.6%Reduced
Mercer Global Advisors Inc52,287$2.47M0.01%+689+1.3%Added
Envestnet Asset Management Inc51,708$2.45M0.00%−621−1.2%Reduced
Susquehanna International Group, LLP49,468$2.34M0.00%+33,546+210.7%Added
State of New Jersey Common Pension Fund D49,317$2.33M0.01%+7,219+17.1%Added
Texas Permanent School Fund49,005$2.32M0.02%−294−0.6%Reduced
BNP Paribas Arbitrage, SA47,503$2.25M0.00%+8,719+22.5%Added
Squarepoint Ops LLC45,339$2.14M0.01%+16,133+55.2%Added
Renaissance Technologies LLC43,800$2.07M0.00%+27,886+175.2%Added
Gabelli Funds LLC43,200$2.04M0.02%00.0%Unchanged
Barclays PLC38,256$1.81M0.00%−4,381−10.3%Reduced
Magellan Asset Management Ltd38,115$1.80M0.02%+423+1.1%Added
Martingale Asset Management L P37,571$1.78M0.04%+494+1.3%Added
State of Alaska, Department of Revenue35,934$1.70M0.02%−879−2.4%Reduced
CoreCommodity Management, LLC35,312$1.67M0.56%−305−0.9%Reduced
First National Corp34,968$1.65M0.44%−7,820−18.3%Reduced
Millennium Management LLC33,639$1.59M0.00%−299,873−89.9%Reduced
Illinois Municipal Retirement Fund32,878$1.55M0.03%+32,878New
Mariner, LLC32,600$1.54M0.00%+11,107+51.7%Added
Mirae Asset Global Investments Co., Ltd.31,854$1.51M0.00%+3,929+14.1%Added
Janus Henderson Group PLC31,838$1.51M0.00%+6,512+25.7%Added
American International Group, Inc.31,723$1.50M0.01%+1,597+5.3%Added
D. E. Shaw & Co., Inc.31,584$1.49M0.00%+1,251+4.1%Added
Comerica Bank31,485$1.49M0.01%+31,485New
MetLife Investment Management30,336$1.44M0.01%+1,121+3.8%Added
State of Tennessee, Treasury Department29,998$1.42M0.01%00.0%Unchanged
Louisiana State Employees Retirement System29,400$1.39M0.03%00.0%Unchanged
Advisor Group Holdings, Inc.29,166$1.38M0.00%+3,904+15.5%Added
Manufacturers Life Insurance Company, The28,702$1.36M0.00%+6,263+27.9%Added
Yousif Capital Management, LLC28,581$1.35M0.02%−979−3.3%Reduced
Macquarie Group Ltd28,145$1.33M0.00%+6,088+27.6%Added
Royal Bank of Canada28,017$1.33M0.00%+4,969+21.6%Added
Private Advisor Group, LLC27,987$1.32M0.01%−996−3.4%Reduced
Allianz Asset Management GmbH26,400$1.25M0.00%+11,000+71.4%Added
Ensign Peak Advisors, Inc26,126$1.24M0.00%+3,000+13.0%Added