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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $0 | 0.00% | +1+50.0% | Added |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Sofos Investments, Inc. | 0 | $8 | 0.00% | −52−100.0% | Reduced |
| Huntington National Bank | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $189 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $190 | 0.00% | −1−20.0% | Reduced |
| Federated Hermes, Inc. | 5 | $237 | 0.00% | −2−28.6% | Reduced |
| GWM Advisors LLC | 5 | $237 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6 | $284 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $332 | 0.00% | +1+16.7% | Added |
| Abound Wealth Management | 9 | $426 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $426 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10 | $473 | 0.00% | −100,751−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $568 | 0.00% | −21−63.6% | Reduced |
| Authentikos Wealth Advisory, LLC | 30 | $1.42K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 30 | $1.42K | 0.00% | −9−23.1% | Reduced |
| Lindbrook Capital, LLC | 36 | $1.70K | 0.00% | −144−80.0% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $2.78K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 85 | $4.02K | 0.00% | −405−82.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $4.73K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $4.73K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 130 | $6.71K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.72K | 0.00% | +142 | New |
| Versant Capital Management, Inc | 145 | $6.86K | 0.00% | −13−8.2% | Reduced |
| Massmutual Trust Co FSB | 154 | $7.29K | 0.00% | +111+258.1% | Added |
| IFP Advisors, Inc | 187 | $8.85K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $9.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 221 | $10.5K | 0.00% | −7−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 220 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 268 | $13.0K | 0.00% | +2+0.8% | Added |
| Central Trust Co | 304 | $14.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 343 | $16.2K | 0.02% | +343 | New |
| Private Trust Co NA | 354 | $16.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 362 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 411 | $19.4K | 0.00% | +270+191.5% | Added |
| Parallel Advisors, LLC | 421 | $19.9K | 0.00% | +141+50.4% | Added |
| Baystate Wealth Management LLC | 429 | $20.3K | 0.00% | +2+0.5% | Added |
| Millburn Ridgefield Corp | 438 | $20.7K | 0.00% | +438 | New |
| Catalyst Capital Advisors LLC | 438 | $20.7K | 0.00% | +438 | New |
| Brown, Lisle/Cummings, Inc. | 500 | $23.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 518 | $24.0K | 0.02% | +3+0.6% | Added |
| AdvisorNet Financial, Inc | 521 | $24.6K | 0.00% | −6−1.1% | Reduced |
| Hexagon Capital Partners LLC | 526 | $24.9K | 0.01% | −16−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 520 | $25.0K | 0.00% | +24+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 533 | $25.2K | 0.00% | −297−35.8% | Reduced |
| Rosenberg Matthew Hamilton | 600 | $28.4K | 0.01% | +600 | New |
| Column Capital Advisors, LLC | 611 | $28.9K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 622 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $31.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 797 | $37.7K | 0.00% | −589−42.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 844 | $39.9K | 0.00% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $40.5K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $47.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,065 | $50.4K | 0.00% | +417+64.4% | Added |
| CWM, LLC | 1,148 | $54.0K | 0.00% | −68−5.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $58.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $59.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,550 | $73.3K | 0.00% | −75−4.6% | Reduced |
| Ostrum Asset Management | 1,562 | $73.9K | 0.01% | +423+37.1% | Added |
| Natixis Investment Managers International | 1,576 | $74.6K | 0.01% | −103−6.1% | Reduced |
| Sittner & Nelson, LLC | 1,620 | $76.6K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $78.6K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,939 | $91.7K | 0.01% | +540+38.6% | Added |
| Stonebridge Capital Advisors LLC | 2,125 | $100.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,226 | $104.5K | 0.01% | +62+2.9% | Added |
| GHP Investment Advisors, Inc. | 2,248 | $107.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,323 | $110.0K | 0.00% | −36−1.5% | Reduced |
| Metropolitan Life Insurance Co | 3,348 | $158.4K | 0.01% | +285+9.3% | Added |
| Whittier Trust Co | 4,000 | $189.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,143 | $196.0K | 0.00% | +9+0.2% | Added |
| Daiwa Securities Group Inc. | 4,181 | $198.0K | 0.00% | +2,316+124.2% | Added |
| US Bancorp | 4,193 | $198.4K | 0.00% | −1,181−22.0% | Reduced |
| Cerity Partners LLC | 4,232 | $200.2K | 0.00% | −3,179−42.9% | Reduced |
| JustInvest LLC | 4,252 | $201.2K | 0.01% | −1,372−24.4% | Reduced |
| Teacher Retirement System of Texas | 4,298 | $203.0K | 0.00% | −110−2.5% | Reduced |
| M&T Bank Corp | 4,321 | $204.4K | 0.00% | −194−4.3% | Reduced |
| Kepos Capital LP | 4,336 | $205.0K | 0.04% | +90+2.1% | Added |
| FMR LLC | 4,512 | $213.4K | 0.00% | +595+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,840 | $229.0K | 0.00% | −80−1.6% | Reduced |
| Baird Financial Group, Inc. | 4,860 | $229.9K | 0.00% | −1,193−19.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,810 | $233.0K | 0.01% | −13−0.3% | Reduced |
| Glenmede Trust Co NA | 4,941 | $233.8K | 0.00% | +4,941 | New |
| Wellington Shields & Co., LLC | 5,000 | $236.6K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,135 | $242.9K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,260 | $248.9K | 0.00% | +5,260 | New |
| AE Wealth Management LLC | 5,427 | $256.8K | 0.00% | +166+3.2% | Added |
| Atria Wealth Solutions, Inc. | 5,563 | $263.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,797 | $274.3K | 0.01% | +1,162+25.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $283.9K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,000 | $283.9K | 0.32% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,041 | $285.8K | 0.00% | +498+9.0% | Added |
| Man Group plc | – | $286.7K | 0.00% | – | – |
| Cetera Advisor Networks LLC | 6,091 | $288.2K | 0.00% | −198−3.1% | Reduced |
| State of Wisconsin Investment Board | 6,109 | $289.0K | 0.00% | +1,713+39.0% | Added |
| New York Life Investment Management LLC | 6,117 | $289.4K | 0.00% | −964−13.6% | Reduced |