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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 6,123 | $289.7K | 0.03% | +6,123 | New |
| PFG Investments, LLC | 6,479 | $306.5K | 0.06% | +20.0% | Added |
| Wealth Architects, LLC | 6,583 | $311.4K | 0.05% | +88+1.4% | Added |
| Jacobi Capital Management LLC | 6,594 | $312.0K | 0.04% | −48−0.7% | Reduced |
| Hutchinson Capital Management | 6,608 | $312.6K | 0.07% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 7,200 | $340.6K | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,317 | $346.0K | 0.01% | −300−3.9% | Reduced |
| Blackhill Capital Inc | 7,600 | $359.6K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7,601 | $359.6K | 0.04% | +558+7.9% | Added |
| Quadrature Capital Ltd | 7,624 | $360.7K | 0.01% | −525−6.4% | Reduced |
| Ethic Inc. | 7,695 | $364.0K | 0.01% | −36−0.5% | Reduced |
| IFM Investors Pty Ltd | 7,700 | $364.3K | 0.00% | +817+11.9% | Added |
| Truist Financial Corp | 7,722 | $365.3K | 0.00% | +687+9.8% | Added |
| Virtue Capital Management, LLC | 7,375 | $376.2K | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,514 | $402.8K | 0.08% | +4,012+89.1% | Added |
| Legato Capital Management LLC | 8,838 | $418.1K | 0.06% | −343−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,320 | $441.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,316 | $441.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,340 | $441.9K | 0.00% | −346−3.6% | Reduced |
| Pathstone Family Office, LLC | 9,630 | $455.6K | 0.00% | +558+6.2% | Added |
| D.A. Davidson & Co. | 9,837 | $465.4K | 0.01% | +10.0% | Added |
| Canvas Wealth Advisors, LLC | 10,114 | $476.4K | 0.20% | +2,287+29.2% | Added |
| Natixis Advisors, L.P. | 10,092 | $477.0K | 0.00% | +10,092 | New |
| Mutual of America Capital Management LLC | 10,113 | $478.4K | 0.01% | −823−7.5% | Reduced |
| Commonwealth Equity Services, LLC | 10,203 | $483.0K | 0.00% | −3,522−25.7% | Reduced |
| Wedbush Securities Inc | 10,415 | $493.0K | 0.02% | +64+0.6% | Added |
| CenterBook Partners LP | 10,989 | $519.9K | 0.06% | −1,769−13.9% | Reduced |
| Quantbot Technologies LP | 11,378 | $538.3K | 0.04% | +11,378 | New |
| Brandywine Global Investment Management, LLC | 11,470 | $542.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 11,497 | $555.1K | 0.00% | +11,497 | New |
| Tortoise Index Solutions, LLC | 11,855 | $560.9K | 0.12% | +242+2.1% | Added |
| LPL Financial LLC | 12,201 | $577.2K | 0.00% | −1,138−8.5% | Reduced |
| Allworth Financial LP | 12,232 | $578.7K | 0.00% | +6,243+104.2% | Added |
| Sovereign Financial Group, Inc. | 12,704 | $601.0K | 0.21% | +333+2.7% | Added |
| Franklin Resources Inc | 12,867 | $608.7K | 0.00% | −7,309−36.2% | Reduced |
| Nisa Investment Advisors, LLC | 13,040 | $616.9K | 0.00% | −549−4.0% | Reduced |
| Summit Global Investments | 13,307 | $630.0K | 0.04% | −391−2.9% | Reduced |
| Clean Yield Group | 12,885 | $630.1K | 0.28% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 13,990 | $661.9K | 0.51% | +226+1.6% | Added |
| Van Eck Associates Corp | 14,075 | $666.0K | 0.00% | −50−0.4% | Reduced |
| First Foundation Advisors | 14,647 | $693.0K | 0.03% | +14,647 | New |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $696.3K | 0.21% | −804−5.2% | Reduced |
| Manchester Capital Management LLC | 15,013 | $710.3K | 0.11% | +2,303+18.1% | Added |
| The PNC Financial Services Group, Inc. | 15,145 | $716.5K | 0.00% | +3,569+30.8% | Added |
| SEI Investments Co | 15,215 | $719.8K | 0.00% | +6,280+70.3% | Added |
| Qube Research & Technologies Ltd | 15,491 | $732.9K | 0.00% | +15,491 | New |
| Everence Capital Management Inc | 15,720 | $744.0K | 0.06% | −750−4.6% | Reduced |
| Assenagon Asset Management S.A. | 15,846 | $749.7K | 0.00% | +15,846 | New |
| Arizona State Retirement System | 15,942 | $754.2K | 0.01% | +325+2.1% | Added |
| Stifel Financial Corp | 15,974 | $755.7K | 0.00% | −798−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 16,509 | $781.0K | 0.00% | +156+1.0% | Added |
| Bridgewater Associates, LP | 16,632 | $786.9K | 0.00% | −2,568−13.4% | Reduced |
| Oregon Public Employees Retirement Fund | 17,201 | $813.8K | 0.01% | −200−1.1% | Reduced |
| STRS Ohio | 17,400 | $823.0K | 0.00% | −3,000−14.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,640 | $835.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,730 | $838.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 19,060 | $901.7K | 0.00% | −1,888−9.0% | Reduced |
| Bessemer Group Inc | 19,930 | $943.0K | 0.00% | −226−1.1% | Reduced |
| HighTower Advisors, LLC | 20,522 | $973.0K | 0.00% | −2,227−9.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,856 | $986.7K | 0.00% | −91,425−81.4% | Reduced |
| Hoylecohen, LLC | 21,688 | $1.03M | 0.10% | +108+0.5% | Added |
| Voya Investment Management LLC | 22,202 | $1.05M | 0.00% | +330+1.5% | Added |
| Wulff, Hansen & Co. | 22,585 | $1.07M | 1.25% | 00.0% | Unchanged |
| Citigroup Inc | 22,587 | $1.07M | 0.00% | −17,888−44.2% | Reduced |
| Davy Global Fund Management Ltd | 22,941 | $1.09M | 0.22% | +10,423+83.3% | Added |
| Amalgamated Bank | 23,332 | $1.10M | 0.01% | −55−0.2% | Reduced |
| Teton Advisors, Inc. | 23,400 | $1.11M | 0.34% | −200−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 23,499 | $1.11M | 0.03% | −10,952−31.8% | Reduced |
| AQR Capital Management LLC | 24,143 | $1.14M | 0.00% | −12,759−34.6% | Reduced |
| Eqis Capital Management, Inc. | 24,165 | $1.14M | 0.14% | −686−2.8% | Reduced |
| Vontobel Holding Ltd. | 24,773 | $1.17M | 0.01% | +34+0.1% | Added |
| Schroder Investment Management Group | 25,649 | $1.21M | 0.00% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 25,672 | $1.21M | 0.61% | −168−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 26,126 | $1.24M | 0.00% | +3,000+13.0% | Added |
| Allianz Asset Management GmbH | 26,400 | $1.25M | 0.00% | +11,000+71.4% | Added |
| Private Advisor Group, LLC | 27,987 | $1.32M | 0.01% | −996−3.4% | Reduced |
| Royal Bank of Canada | 28,017 | $1.33M | 0.00% | +4,969+21.6% | Added |
| Macquarie Group Ltd | 28,145 | $1.33M | 0.00% | +6,088+27.6% | Added |
| Yousif Capital Management, LLC | 28,581 | $1.35M | 0.02% | −979−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 28,702 | $1.36M | 0.00% | +6,263+27.9% | Added |
| Advisor Group Holdings, Inc. | 29,166 | $1.38M | 0.00% | +3,904+15.5% | Added |
| Louisiana State Employees Retirement System | 29,400 | $1.39M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 29,998 | $1.42M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 30,336 | $1.44M | 0.01% | +1,121+3.8% | Added |
| Comerica Bank | 31,485 | $1.49M | 0.01% | +31,485 | New |
| D. E. Shaw & Co., Inc. | 31,584 | $1.49M | 0.00% | +1,251+4.1% | Added |
| American International Group, Inc. | 31,723 | $1.50M | 0.01% | +1,597+5.3% | Added |
| Janus Henderson Group PLC | 31,838 | $1.51M | 0.00% | +6,512+25.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 31,854 | $1.51M | 0.00% | +3,929+14.1% | Added |
| Mariner, LLC | 32,600 | $1.54M | 0.00% | +11,107+51.7% | Added |
| Illinois Municipal Retirement Fund | 32,878 | $1.55M | 0.03% | +32,878 | New |
| Millennium Management LLC | 33,639 | $1.59M | 0.00% | −299,873−89.9% | Reduced |
| First National Corp | 34,968 | $1.65M | 0.44% | −7,820−18.3% | Reduced |
| CoreCommodity Management, LLC | 35,312 | $1.67M | 0.56% | −305−0.9% | Reduced |
| State of Alaska, Department of Revenue | 35,934 | $1.70M | 0.02% | −879−2.4% | Reduced |
| Martingale Asset Management L P | 37,571 | $1.78M | 0.04% | +494+1.3% | Added |
| Magellan Asset Management Ltd | 38,115 | $1.80M | 0.02% | +423+1.1% | Added |
| Barclays PLC | 38,256 | $1.81M | 0.00% | −4,381−10.3% | Reduced |
| Gabelli Funds LLC | 43,200 | $2.04M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 43,800 | $2.07M | 0.00% | +27,886+175.2% | Added |