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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, Q4 2023

Institutional positions in California Water Service Group as of Dec 31, 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
285
+15 vs. Q3 2023
Shares held
47.7M
−89.7K (−0.2%) vs. Q3 2023
Total value
$2.47B
+$211.4M (+9.3%) vs. Q3 2023
New holders
43
85 more added
Sold out
28
106 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 285 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 heldQ4 2023: $2.47B
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, Q4 2023

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2023.

Institutions holding CWT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.10,687,783$554.4M0.01%+65,638+0.6%Added
Vanguard Group Inc6,966,637$361.4M0.01%−132,849−1.9%Reduced
State Street Corp3,432,302$178.0M0.01%+28,685+0.8%Added
T. Rowe Price Investment Management, Inc.2,908,537$150.9M0.10%+229,589+8.6%Added
Nuance Investments, LLC2,140,884$111.0M2.54%−34,896−1.6%Reduced
Amundi1,649,221$84.5M0.04%+41,463+2.6%Added
Impax Asset Management Group plc1,570,771$81.5M0.33%00.0%Unchanged
Dimensional Fund Advisors LP1,249,050$64.8M0.02%+10,993+0.9%Added
Geode Capital Management, LLC1,229,074$63.8M0.01%+58,471+5.0%Added
Pictet Asset Management Holding SA1,014,181$52.6M0.06%−68,470−6.3%Reduced
Northern Trust Corp963,612$50.0M0.01%−61,293−6.0%Reduced
Invesco Ltd.874,474$45.4M0.01%−221,840−20.2%Reduced
Morgan Stanley740,945$38.4M0.00%+14,500+2.0%Added
Deprince Race & Zollo Inc670,597$34.8M0.79%−13,127−1.9%Reduced
KBC Group NV654,261$33.9M0.12%00.0%Unchanged
First Trust Advisors LP621,824$32.3M0.04%−4,105−0.7%Reduced
Bank of New York Mellon Corp621,556$32.2M0.01%−23,334−3.6%Reduced
Charles Schwab Investment Management Inc613,581$31.8M0.01%+32,053+5.5%Added
Legal & General Group Plc596,935$31.0M0.01%+21,242+3.7%Added
Norges Bank551,650$28.6M0.00%−24,423−4.2%Reduced
Empower Advisory Group, LLC358,850$18.6M0.07%+5,881+1.7%Added
Principal Financial Group Inc316,053$16.4M0.01%−5,056−1.6%Reduced
Granite Investment Partners, LLC313,525$16.3M0.63%−13,806−4.2%Reduced
Victory Capital Management Inc277,200$14.4M0.02%+145,820+111.0%Added
Rhumbline Advisers211,362$11.0M0.01%−1,051−0.5%Reduced
Ameriprise Financial Inc191,071$9.91M0.00%−8,891−4.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)184,016$9.54M0.04%+163,160+782.3%Added
JPMorgan Chase & Co182,340$9.46M0.00%+65,057+55.5%Added
Nuveen Asset Management, LLC180,378$9.36M0.00%−43,212−19.3%Reduced
Raymond James & Associates180,173$9.35M0.01%+4,200+2.4%Added
ProShare Advisors LLC164,188$8.52M0.03%−11,072−6.3%Reduced
Bank of America Corp163,913$8.50M0.00%+22,653+16.0%Added
Russell Investments Group, Ltd.162,571$8.43M0.02%−70,642−30.3%Reduced
Thematics Asset Management160,470$8.32M0.37%−10,000−5.9%Reduced
Goldman Sachs Group Inc159,212$8.26M0.00%−36,772−18.8%Reduced
UBS Asset Management Americas Inc131,951$6.84M0.00%+3,825+3.0%Added
Public Sector Pension Investment Board119,763$6.21M0.05%+48,445+67.9%Added
Great West Life Assurance Co115,296$5.95M0.01%+3,365+3.0%Added
Swiss National Bank113,700$5.90M0.00%−9,400−7.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys107,653$5.58M0.04%−25,427−19.1%Reduced
Deutsche Bank AG103,596$5.37M0.00%−7,085−6.4%Reduced
Barclays PLC102,507$5.32M0.00%+64,251+168.0%Added
Jane Street Group, LLC87,420$4.53M0.01%+81,379+1,347.1%Added
Price T Rowe Associates Inc83,554$4.33M0.00%+2,469+3.0%Added
TD Asset Management Inc81,640$4.23M0.00%−3,500−4.1%Reduced
Raymond James Financial Services Advisors, Inc.79,986$4.15M0.01%+14,187+21.6%Added
UBS Group AG79,207$4.11M0.00%+10,925+16.0%Added
Alliancebernstein L.P.77,964$4.04M0.00%+2,187+2.9%Added
Northstar Asset Management Inc76,961$3.99M1.15%−208−0.3%Reduced
NFJ Investment Group, LLC75,176$3.90M0.11%−5,533−6.9%Reduced
Maryland State Retirement & Pension System69,575$3.61M0.07%+442+0.6%Added
Storebrand Asset Management AS67,469$3.50M0.01%−5,426−7.4%Reduced
Prudential Financial Inc66,184$3.43M0.01%−1,233−1.8%Reduced
Aptus Capital Advisors, LLC63,191$3.28M0.10%−702−1.1%Reduced
Credit Suisse AG62,906$3.26M0.00%+5,155+8.9%Added
Meiji Yasuda Asset Management Co Ltd.62,632$3.25M0.15%−1,963−3.0%Reduced
Clear Harbor Asset Management, LLC61,181$3.17M0.30%−920−1.5%Reduced
California State Teachers Retirement System60,890$3.16M0.00%−1,367−2.2%Reduced
New York State Teachers Retirement System57,442$2.98M0.01%−5,547−8.8%Reduced
Wells Fargo & Company57,013$2.96M0.00%+4,451+8.5%Added
Financial Counselors Inc56,750$2.94M0.05%−250.0%Reduced
New York State Common Retirement Fund56,331$2.92M0.00%−304−0.5%Reduced
Bank of Montreal52,184$2.75M0.00%+2,654+5.4%Added
Mercer Global Advisors Inc52,183$2.71M0.01%−104−0.2%Reduced
Thrivent Financial for Lutherans51,425$2.67M0.01%−1,361−2.6%Reduced
Envestnet Asset Management Inc51,100$2.65M0.00%−608−1.2%Reduced
Texas Permanent School Fund49,854$2.59M0.02%+849+1.7%Added
State of New Jersey Common Pension Fund D49,317$2.56M0.01%00.0%Unchanged
Davy Global Fund Management Ltd47,864$2.48M0.29%+24,923+108.6%Added
BNP Paribas Arbitrage, SA43,646$2.26M0.00%−3,857−8.1%Reduced
Gabelli Funds LLC43,200$2.24M0.02%00.0%Unchanged
CoreCommodity Management, LLC42,050$2.18M0.65%+6,738+19.1%Added
Renaissance Technologies LLC41,050$2.13M0.00%−2,750−6.3%Reduced
Millennium Management LLC39,575$2.05M0.00%+5,936+17.6%Added
Susquehanna International Group, LLP39,079$2.03M0.00%−10,389−21.0%Reduced
Royal Bank of Canada37,933$1.97M0.00%+9,916+35.4%Added
Martingale Asset Management L P37,348$1.94M0.04%−223−0.6%Reduced
Magellan Asset Management Ltd37,112$1.92M0.02%−1,003−2.6%Reduced
State of Alaska, Department of Revenue35,504$1.84M0.02%−430−1.2%Reduced
Citigroup Inc34,952$1.81M0.00%+12,365+54.7%Added
Voloridge Investment Management, LLC33,177$1.72M0.01%−31,762−48.9%Reduced
Macquarie Group Ltd32,694$1.70M0.00%+4,549+16.2%Added
Illinois Municipal Retirement Fund32,328$1.68M0.03%−550−1.7%Reduced
Mirae Asset Global Investments Co., Ltd.31,934$1.66M0.00%+80+0.3%Added
First National Corp31,927$1.66M0.41%−3,041−8.7%Reduced
American International Group, Inc.31,460$1.63M0.01%−263−0.8%Reduced
Comerica Bank31,410$1.63M0.01%−75−0.2%Reduced
MetLife Investment Management30,336$1.57M0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)30,154$1.56M0.02%+29,357+3,683.4%Added
Bridge City Capital, LLC29,021$1.51M0.58%+3,349+13.0%Added
Louisiana State Employees Retirement System28,900$1.50M0.03%−500−1.7%Reduced
Janus Henderson Group PLC28,893$1.50M0.00%−2,945−9.2%Reduced
Manufacturers Life Insurance Company, The28,726$1.49M0.00%+24+0.1%Added
Mariner, LLC28,647$1.49M0.00%−3,953−12.1%Reduced
Yousif Capital Management, LLC28,516$1.48M0.02%−65−0.2%Reduced
Susquehanna Portfolio Strategies, LLC27,713$1.44M0.03%+27,713New
Private Advisor Group, LLC27,582$1.43M0.01%−405−1.4%Reduced
Ensign Peak Advisors, Inc27,326$1.42M0.00%+1,200+4.6%Added
Advisor Group Holdings, Inc.27,092$1.40M0.00%−2,074−7.1%Reduced
Marshall Wace, LLP25,303$1.31M0.00%−200,383−88.8%Reduced