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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 45,339 | $2.14M | 0.01% | +16,133+55.2% | Added |
| BNP Paribas Arbitrage, SA | 47,503 | $2.25M | 0.00% | +8,719+22.5% | Added |
| Texas Permanent School Fund | 49,005 | $2.32M | 0.02% | −294−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 49,317 | $2.33M | 0.01% | +7,219+17.1% | Added |
| Susquehanna International Group, LLP | 49,468 | $2.34M | 0.00% | +33,546+210.7% | Added |
| Envestnet Asset Management Inc | 51,708 | $2.45M | 0.00% | −621−1.2% | Reduced |
| Mercer Global Advisors Inc | 52,287 | $2.47M | 0.01% | +689+1.3% | Added |
| Wells Fargo & Company | 52,562 | $2.49M | 0.00% | −20,085−27.6% | Reduced |
| Thrivent Financial for Lutherans | 52,786 | $2.50M | 0.01% | −777−1.5% | Reduced |
| Bank of Montreal | 49,530 | $2.53M | 0.00% | +878+1.8% | Added |
| Edgestream Partners, L.P. | 56,042 | $2.65M | 0.21% | +41,259+279.1% | Added |
| New York State Common Retirement Fund | 56,635 | $2.68M | 0.00% | +1,273+2.3% | Added |
| Financial Counselors Inc | 56,775 | $2.69M | 0.05% | −283−0.5% | Reduced |
| Credit Suisse AG | 57,751 | $2.73M | 0.00% | −2,331−3.9% | Reduced |
| Clear Harbor Asset Management, LLC | 62,101 | $2.94M | 0.31% | −75−0.1% | Reduced |
| California State Teachers Retirement System | 62,257 | $2.95M | 0.00% | −5,338−7.9% | Reduced |
| New York State Teachers Retirement System | 62,989 | $2.98M | 0.01% | +5,247+9.1% | Added |
| Aptus Capital Advisors, LLC | 63,893 | $3.02M | 0.09% | −13,104−17.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 64,595 | $3.06M | 0.14% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 64,939 | $3.07M | 0.02% | −22,371−25.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,799 | $3.11M | 0.01% | +3,174+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 66,889 | $3.16M | 0.01% | −56,461−45.8% | Reduced |
| Prudential Financial Inc | 67,417 | $3.19M | 0.00% | −1,845−2.7% | Reduced |
| UBS Group AG | 68,282 | $3.23M | 0.00% | −21,306−23.8% | Reduced |
| Maryland State Retirement & Pension System | 69,133 | $3.27M | 0.08% | −11,818−14.6% | Reduced |
| Public Sector Pension Investment Board | 71,318 | $3.37M | 0.02% | −28,067−28.2% | Reduced |
| Storebrand Asset Management AS | 72,895 | $3.45M | 0.02% | −468−0.6% | Reduced |
| Alliancebernstein L.P. | 75,777 | $3.59M | 0.00% | +852+1.1% | Added |
| Northstar Asset Management Inc | 77,169 | $3.65M | 1.17% | +1,673+2.2% | Added |
| NFJ Investment Group, LLC | 80,709 | $3.82M | 0.11% | +80,709 | New |
| Price T Rowe Associates Inc | 81,085 | $3.84M | 0.00% | +360+0.4% | Added |
| TD Asset Management Inc | 85,140 | $4.03M | 0.00% | +2,700+3.3% | Added |
| SG Americas Securities, LLC | 95,226 | $4.50M | 0.06% | +95,226 | New |
| Deutsche Bank AG | 110,681 | $5.24M | 0.00% | −56,159−33.7% | Reduced |
| Great West Life Assurance Co | 111,931 | $5.29M | 0.01% | +1,936+1.8% | Added |
| JPMorgan Chase & Co | 117,283 | $5.55M | 0.00% | −45,853−28.1% | Reduced |
| Swiss National Bank | 123,100 | $5.82M | 0.00% | +2,100+1.7% | Added |
| UBS Asset Management Americas Inc | 128,126 | $6.06M | 0.00% | +2,394+1.9% | Added |
| Victory Capital Management Inc | 131,380 | $6.22M | 0.01% | +116,185+764.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 133,080 | $6.30M | 0.05% | −23,358−14.9% | Reduced |
| Bank of America Corp | 141,260 | $6.68M | 0.00% | +47,819+51.2% | Added |
| Thematics Asset Management | 170,470 | $8.06M | 0.40% | +10,000+6.2% | Added |
| ProShare Advisors LLC | 175,260 | $8.29M | 0.03% | +16,094+10.1% | Added |
| Raymond James & Associates | 175,973 | $8.33M | 0.01% | +46,303+35.7% | Added |
| Goldman Sachs Group Inc | 195,984 | $9.27M | 0.00% | −53,506−21.4% | Reduced |
| Ameriprise Financial Inc | 199,962 | $9.46M | 0.00% | −11,567−5.5% | Reduced |
| Rhumbline Advisers | 212,413 | $10.0M | 0.01% | +3,662+1.8% | Added |
| Nuveen Asset Management, LLC | 223,590 | $10.6M | 0.00% | +60,189+36.8% | Added |
| Marshall Wace, LLP | 225,686 | $10.7M | 0.02% | −233,460−50.8% | Reduced |
| Russell Investments Group, Ltd. | 233,213 | $11.0M | 0.02% | +233,021+121,365.1% | Added |
| Principal Financial Group Inc | 321,109 | $15.2M | 0.01% | −4,356−1.3% | Reduced |
| Granite Investment Partners, LLC | 327,331 | $15.5M | 0.65% | +252+0.1% | Added |
| Empower Advisory Group, LLC | 352,969 | $16.7M | 0.07% | +11,870+3.5% | Added |
| Legal & General Group Plc | 575,693 | $27.2M | 0.01% | +24,502+4.4% | Added |
| Norges Bank | 576,073 | $27.3M | 0.01% | +11,574+2.1% | Added |
| Charles Schwab Investment Management Inc | 581,528 | $27.5M | 0.01% | +40,655+7.5% | Added |
| First Trust Advisors LP | 625,929 | $29.6M | 0.04% | +119,898+23.7% | Added |
| Bank of New York Mellon Corp | 644,890 | $30.5M | 0.01% | −12,759−1.9% | Reduced |
| KBC Group NV | 654,261 | $31.0M | 0.13% | +95,501+17.1% | Added |
| Deprince Race & Zollo Inc | 683,724 | $32.3M | 0.79% | +683,724 | New |
| Morgan Stanley | 726,445 | $34.4M | 0.00% | +39,879+5.8% | Added |
| Northern Trust Corp | 1,024,905 | $48.5M | 0.01% | +43,285+4.4% | Added |
| Pictet Asset Management Holding SA | 1,082,651 | $51.2M | 0.06% | +1,082,651 | New |
| Invesco Ltd. | 1,096,314 | $51.9M | 0.01% | +240,944+28.2% | Added |
| Geode Capital Management, LLC | 1,170,603 | $55.4M | 0.01% | +70,735+6.4% | Added |
| Dimensional Fund Advisors LP | 1,238,057 | $58.6M | 0.02% | +5,809+0.5% | Added |
| Impax Asset Management Group plc | 1,570,771 | $74.3M | 0.33% | +47,266+3.1% | Added |
| Amundi | 1,607,758 | $76.3M | 0.04% | +249,085+18.3% | Added |
| Nuance Investments, LLC | 2,175,780 | $102.9M | 2.52% | +479,457+28.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,678,948 | $126.7M | 0.09% | +347,673+14.9% | Added |
| State Street Corp | 3,403,617 | $161.0M | 0.01% | −1,669,984−32.9% | Reduced |
| Vanguard Group Inc | 7,099,486 | $335.9M | 0.01% | +270,786+4.0% | Added |
| BlackRock Inc. | 10,622,145 | $502.5M | 0.01% | +290,796+2.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −57,392−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −28,828−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −16,478−100.0% | Sold out |
| Willow Creek Wealth Management Inc. | 0 | $0 | 0.00% | −15,176−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −13,456−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,959−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,766−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,373−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −5,716−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,687−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Stewart & Patten Co LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |