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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
Bridge City Capital, LLC25,672$1.21M0.61%−168−0.7%Reduced
Schroder Investment Management Group25,649$1.21M0.00%00.0%Unchanged
Vontobel Holding Ltd.24,773$1.17M0.01%+34+0.1%Added
Eqis Capital Management, Inc.24,165$1.14M0.14%−686−2.8%Reduced
AQR Capital Management LLC24,143$1.14M0.00%−12,759−34.6%Reduced
Exchange Traded Concepts, LLC23,499$1.11M0.03%−10,952−31.8%Reduced
Teton Advisors, Inc.23,400$1.11M0.34%−200−0.8%Reduced
Amalgamated Bank23,332$1.10M0.01%−55−0.2%Reduced
Davy Global Fund Management Ltd22,941$1.09M0.22%+10,423+83.3%Added
Citigroup Inc22,587$1.07M0.00%−17,888−44.2%Reduced
Wulff, Hansen & Co.22,585$1.07M1.25%00.0%Unchanged
Voya Investment Management LLC22,202$1.05M0.00%+330+1.5%Added
Hoylecohen, LLC21,688$1.03M0.10%+108+0.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)20,856$986.7K0.00%−91,425−81.4%Reduced
HighTower Advisors, LLC20,522$973.0K0.00%−2,227−9.8%Reduced
Bessemer Group Inc19,930$943.0K0.00%−226−1.1%Reduced
Creative Planning19,060$901.7K0.00%−1,888−9.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main17,730$838.8K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky17,640$835.0K0.01%00.0%Unchanged
STRS Ohio17,400$823.0K0.00%−3,000−14.7%Reduced
Oregon Public Employees Retirement Fund17,201$813.8K0.01%−200−1.1%Reduced
Bridgewater Associates, LP16,632$786.9K0.00%−2,568−13.4%Reduced
State Board of Administration of Florida Retirement System16,509$781.0K0.00%+156+1.0%Added
Stifel Financial Corp15,974$755.7K0.00%−798−4.8%Reduced
Arizona State Retirement System15,942$754.2K0.01%+325+2.1%Added
Assenagon Asset Management S.A.15,846$749.7K0.00%+15,846New
Everence Capital Management Inc15,720$744.0K0.06%−750−4.6%Reduced
Qube Research & Technologies Ltd15,491$732.9K0.00%+15,491New
SEI Investments Co15,215$719.8K0.00%+6,280+70.3%Added
The PNC Financial Services Group, Inc.15,145$716.5K0.00%+3,569+30.8%Added
Manchester Capital Management LLC15,013$710.3K0.11%+2,303+18.1%Added
Farmers & Merchants Trust Co of Long Beach14,718$696.3K0.21%−804−5.2%Reduced
First Foundation Advisors14,647$693.0K0.03%+14,647New
Van Eck Associates Corp14,075$666.0K0.00%−50−0.4%Reduced
Green Alpha Advisors, LLC13,990$661.9K0.51%+226+1.6%Added
Clean Yield Group12,885$630.1K0.28%00.0%Unchanged
Summit Global Investments13,307$630.0K0.04%−391−2.9%Reduced
Nisa Investment Advisors, LLC13,040$616.9K0.00%−549−4.0%Reduced
Franklin Resources Inc12,867$608.7K0.00%−7,309−36.2%Reduced
Sovereign Financial Group, Inc.12,704$601.0K0.21%+333+2.7%Added
Allworth Financial LP12,232$578.7K0.00%+6,243+104.2%Added
LPL Financial LLC12,201$577.2K0.00%−1,138−8.5%Reduced
Tortoise Index Solutions, LLC11,855$560.9K0.12%+242+2.1%Added
National Bank of Canada11,497$555.1K0.00%+11,497New
Brandywine Global Investment Management, LLC11,470$542.6K0.00%00.0%Unchanged
Quantbot Technologies LP11,378$538.3K0.04%+11,378New
CenterBook Partners LP10,989$519.9K0.06%−1,769−13.9%Reduced
Wedbush Securities Inc10,415$493.0K0.02%+64+0.6%Added
Commonwealth Equity Services, LLC10,203$483.0K0.00%−3,522−25.7%Reduced
Mutual of America Capital Management LLC10,113$478.4K0.01%−823−7.5%Reduced
Natixis Advisors, L.P.10,092$477.0K0.00%+10,092New
Canvas Wealth Advisors, LLC10,114$476.4K0.20%+2,287+29.2%Added
D.A. Davidson & Co.9,837$465.4K0.01%+10.0%Added
Pathstone Family Office, LLC9,630$455.6K0.00%+558+6.2%Added
CI Private Wealth, LLC9,340$441.9K0.00%−346−3.6%Reduced
Public Employees Retirement Association of Colorado9,320$441.0K0.00%00.0%Unchanged
Handelsbanken Fonder AB9,316$441.0K0.00%00.0%Unchanged
Legato Capital Management LLC8,838$418.1K0.06%−343−3.7%Reduced
Aigen Investment Management, LP8,514$402.8K0.08%+4,012+89.1%Added
Virtue Capital Management, LLC7,375$376.2K0.06%00.0%Unchanged
Truist Financial Corp7,722$365.3K0.00%+687+9.8%Added
IFM Investors Pty Ltd7,700$364.3K0.00%+817+11.9%Added
Ethic Inc.7,695$364.0K0.01%−36−0.5%Reduced
Quadrature Capital Ltd7,624$360.7K0.01%−525−6.4%Reduced
Creative Financial Designs Inc7,601$359.6K0.04%+558+7.9%Added
Blackhill Capital Inc7,600$359.6K0.03%00.0%Unchanged
South Dakota Investment Council7,317$346.0K0.01%−300−3.9%Reduced
TRUE Private Wealth Advisors7,200$340.6K0.05%00.0%Unchanged
Hutchinson Capital Management6,608$312.6K0.07%00.0%Unchanged
Jacobi Capital Management LLC6,594$312.0K0.04%−48−0.7%Reduced
Wealth Architects, LLC6,583$311.4K0.05%+88+1.4%Added
PFG Investments, LLC6,479$306.5K0.06%+20.0%Added
FORA Capital, LLC6,123$289.7K0.03%+6,123New
New York Life Investment Management LLC6,117$289.4K0.00%−964−13.6%Reduced
State of Wisconsin Investment Board6,109$289.0K0.00%+1,713+39.0%Added
Cetera Advisor Networks LLC6,091$288.2K0.00%−198−3.1%Reduced
Man Group plc–$286.7K0.00%––
Jane Street Group, LLC6,041$285.8K0.00%+498+9.0%Added
Mitchell McLeod Pugh & Williams Inc6,000$283.9K0.08%00.0%Unchanged
Alan B. Lancz & Associates, Inc.6,000$283.9K0.32%00.0%Unchanged
Ameritas Investment Partners, Inc.5,797$274.3K0.01%+1,162+25.1%Added
Atria Wealth Solutions, Inc.5,563$263.2K0.00%00.0%Unchanged
AE Wealth Management LLC5,427$256.8K0.00%+166+3.2%Added
Cullen Capital Management LLC5,260$248.9K0.00%+5,260New
Mission Wealth Management, LP5,135$242.9K0.01%00.0%Unchanged
Wellington Shields & Co., LLC5,000$236.6K0.06%00.0%Unchanged
Glenmede Trust Co NA4,941$233.8K0.00%+4,941New
Crossmark Global Holdings, Inc.4,810$233.0K0.01%−13−0.3%Reduced
Baird Financial Group, Inc.4,860$229.9K0.00%−1,193−19.7%Reduced
Cambridge Investment Research Advisors, Inc.4,840$229.0K0.00%−80−1.6%Reduced
FMR LLC4,512$213.4K0.00%+595+15.2%Added
Kepos Capital LP4,336$205.0K0.04%+90+2.1%Added
M&T Bank Corp4,321$204.4K0.00%−194−4.3%Reduced
Teacher Retirement System of Texas4,298$203.0K0.00%−110−2.5%Reduced
JustInvest LLC4,252$201.2K0.01%−1,372−24.4%Reduced
Cerity Partners LLC4,232$200.2K0.00%−3,179−42.9%Reduced
US Bancorp4,193$198.4K0.00%−1,181−22.0%Reduced
Daiwa Securities Group Inc.4,181$198.0K0.00%+2,316+124.2%Added
Steward Partners Investment Advisory, LLC4,143$196.0K0.00%+9+0.2%Added
Whittier Trust Co4,000$189.2K0.00%00.0%Unchanged