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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 3,348 | $158.4K | 0.01% | +285+9.3% | Added |
| Shell Asset Management Co | 2,323 | $110.0K | 0.00% | −36−1.5% | Reduced |
| GHP Investment Advisors, Inc. | 2,248 | $107.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,226 | $104.5K | 0.01% | +62+2.9% | Added |
| Stonebridge Capital Advisors LLC | 2,125 | $100.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,939 | $91.7K | 0.01% | +540+38.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $78.6K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $76.6K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,576 | $74.6K | 0.01% | −103−6.1% | Reduced |
| Ostrum Asset Management | 1,562 | $73.9K | 0.01% | +423+37.1% | Added |
| Umb Bank N A | 1,550 | $73.3K | 0.00% | −75−4.6% | Reduced |
| HM Payson & Co | 1,260 | $59.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,243 | $58.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,148 | $54.0K | 0.00% | −68−5.6% | Reduced |
| Signaturefd, LLC | 1,065 | $50.4K | 0.00% | +417+64.4% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $47.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $40.5K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 844 | $39.9K | 0.00% | +2+0.2% | Added |
| Tower Research Capital LLC (TRC) | 797 | $37.7K | 0.00% | −589−42.5% | Reduced |
| Pinnacle Bancorp, Inc. | 670 | $31.7K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 622 | $29.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 611 | $28.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 600 | $28.4K | 0.01% | +600 | New |
| Northwestern Mutual Wealth Management Co | 533 | $25.2K | 0.00% | −297−35.8% | Reduced |
| Public Employees Retirement System of Ohio | 520 | $25.0K | 0.00% | +24+4.8% | Added |
| Hexagon Capital Partners LLC | 526 | $24.9K | 0.01% | −16−3.0% | Reduced |
| AdvisorNet Financial, Inc | 521 | $24.6K | 0.00% | −6−1.1% | Reduced |
| Tower View Investment Management & Research LLC | 518 | $24.0K | 0.02% | +3+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $23.7K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 438 | $20.7K | 0.00% | +438 | New |
| Catalyst Capital Advisors LLC | 438 | $20.7K | 0.00% | +438 | New |
| Baystate Wealth Management LLC | 429 | $20.3K | 0.00% | +2+0.5% | Added |
| Parallel Advisors, LLC | 421 | $19.9K | 0.00% | +141+50.4% | Added |
| Fifth Third Bancorp | 411 | $19.4K | 0.00% | +270+191.5% | Added |
| Capital Advisors, Ltd. LLC | 362 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 354 | $16.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 343 | $16.2K | 0.02% | +343 | New |
| Central Trust Co | 304 | $14.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 268 | $13.0K | 0.00% | +2+0.8% | Added |
| Ronald Blue Trust, Inc. | 220 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 221 | $10.5K | 0.00% | −7−3.1% | Reduced |
| M&R Capital Management Inc | 200 | $9.46K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $8.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 154 | $7.29K | 0.00% | +111+258.1% | Added |
| Versant Capital Management, Inc | 145 | $6.86K | 0.00% | −13−8.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.72K | 0.00% | +142 | New |
| Rational Advisors LLC | 130 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $4.73K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $4.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 85 | $4.02K | 0.00% | −405−82.7% | Reduced |
| Hantz Financial Services, Inc. | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $2.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $1.70K | 0.00% | −144−80.0% | Reduced |
| Bell Investment Advisors, Inc | 30 | $1.42K | 0.00% | −9−23.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 30 | $1.42K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 12 | $568 | 0.00% | −21−63.6% | Reduced |
| Citadel Advisors LLC | 10 | $473 | 0.00% | −100,751−100.0% | Reduced |
| Abound Wealth Management | 9 | $426 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $426 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $332 | 0.00% | +1+16.7% | Added |
| VisionPoint Advisory Group, LLC | 6 | $284 | 0.00% | +6 | New |
| Federated Hermes, Inc. | 5 | $237 | 0.00% | −2−28.6% | Reduced |
| GWM Advisors LLC | 5 | $237 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $190 | 0.00% | −1−20.0% | Reduced |
| Glassman Wealth Services | 4 | $189 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $8 | 0.00% | −52−100.0% | Reduced |
| 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 |
| 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 |