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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Sofos Investments, Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $259 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $260 | 0.00% | +5 | New |
| Castleview Partners, LLC | 6 | $311 | 0.00% | +6 | New |
| Foster Dykema Cabot & Partners, LLC | 7 | $363 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $415 | 0.00% | +1+14.3% | Added |
| Glassman Wealth Services | 8 | $415 | 0.00% | +4+100.0% | Added |
| Abound Wealth Management | 9 | $467 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11 | $570 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 11 | $571 | 0.00% | −210−95.0% | Reduced |
| Simplex Trading, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $1.14K | 0.00% | −8−26.7% | Reduced |
| Custom Portfolio Group LLC | 25 | $1.30K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 27 | $1.40K | 0.00% | +15+125.0% | Added |
| Farther Finance Advisors, LLC | 34 | $1.76K | 0.00% | +25+277.8% | Added |
| Farmers & Merchants Investments Inc | 40 | $2.08K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $2.08K | 0.00% | +40 | New |
| Principal Securities, Inc. | 57 | $2.96K | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 66 | $3.00K | 0.00% | −154−70.0% | Reduced |
| TD Waterhouse Canada Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $3.89K | 0.00% | −10−11.8% | Reduced |
| Hantz Financial Services, Inc. | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $4.25K | 0.00% | −63−43.4% | Reduced |
| DecisionPoint Financial, LLC | 85 | $4.41K | 0.00% | +85 | New |
| MCF Advisors LLC | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 112 | $5.81K | 0.00% | +112 | New |
| Bare Financial Services, Inc | 130 | $6.74K | 0.01% | +130 | New |
| VitalStone Financial, LLC | 136 | $7.00K | 0.01% | +136 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $7.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $7.52K | 0.01% | −198−57.7% | Reduced |
| BFSG, LLC | 145 | $7.52K | 0.00% | +145 | New |
| Private Ocean, LLC | 150 | $7.78K | 0.00% | +150 | New |
| Massmutual Trust Co FSB | 157 | $8.14K | 0.00% | +3+1.9% | Added |
| Lindbrook Capital, LLC | 159 | $8.25K | 0.00% | +123+341.7% | Added |
| IFP Advisors, Inc | 187 | $9.70K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 252 | $13.1K | 0.00% | +252 | New |
| Capital Analysts, LLC | 269 | $14.0K | 0.00% | +1+0.4% | Added |
| Parallel Advisors, LLC | 300 | $15.6K | 0.00% | −121−28.7% | Reduced |
| Central Trust Co | 304 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 314 | $16.3K | 0.00% | −97−23.6% | Reduced |
| Millburn Ridgefield Corp | 353 | $18.3K | 0.00% | −85−19.4% | Reduced |
| Catalyst Capital Advisors LLC | 353 | $18.3K | 0.00% | −85−19.4% | Reduced |
| Private Trust Co NA | 354 | $18.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 362 | $19.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 435 | $19.7K | 0.01% | +435 | New |
| Baystate Wealth Management LLC | 431 | $22.4K | 0.00% | +2+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 518 | $27.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 532 | $27.6K | 0.01% | +6+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 533 | $27.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 553 | $28.7K | 0.00% | +33+6.3% | Added |
| Rosenberg Matthew Hamilton | 600 | $31.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $31.1K | 0.00% | +600 | New |
| Banque Cantonale Vaudoise | 622 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 652 | $33.8K | 0.00% | −910−58.3% | Reduced |
| Pinnacle Bancorp, Inc. | 670 | $34.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 741 | $38.4K | 0.00% | +220+42.2% | Added |
| Clarity Asset Management, Inc. | 773 | $40.1K | 0.03% | +773 | New |
| Beaird Harris Wealth Management, LLC | 846 | $43.9K | 0.00% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $44.3K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 932 | $48.3K | 0.05% | +932 | New |
| Kelly Lawrence W & Associates Inc | 1,000 | $51.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,119 | $58.0K | 0.00% | −29−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $64.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,260 | $65.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,480 | $76.8K | 0.00% | −70−4.5% | Reduced |
| Natixis Investment Managers International | 1,576 | $81.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $84.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $86.1K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,797 | $93.0K | 0.00% | −526−22.6% | Reduced |
| Global Retirement Partners, LLC | 1,975 | $94.6K | 0.00% | −251−11.3% | Reduced |
| Point72 Europe (London) LLP | 1,870 | $97.0K | 0.01% | +1,870 | New |
| Signaturefd, LLC | 1,891 | $98.1K | 0.00% | +826+77.6% | Added |
| GHP Investment Advisors, Inc. | 2,248 | $116.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,599 | $134.8K | 0.01% | +2,599 | New |
| Metropolitan Life Insurance Co | 3,348 | $173.7K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,640 | $188.8K | 0.15% | +3,640 | New |
| Quadrant Capital Group LLC | 3,748 | $194.4K | 0.02% | +1,809+93.3% | Added |
| Boston Family Office LLC | 3,865 | $200.0K | 0.02% | +3,865 | New |
| Old Port Advisors | 3,909 | $202.8K | 0.07% | +3,909 | New |
| Stewart & Patten Co LLC | 4,000 | $207.5K | 0.03% | +4,000 | New |
| Delta Investment Management, LLC | 4,000 | $207.5K | 0.05% | +4,000 | New |
| Neuberger Berman Group LLC | 4,016 | $208.3K | 0.00% | +4,016 | New |
| Atom Investors LP | 4,092 | $212.3K | 0.04% | +4,092 | New |
| CIBC Asset Management Inc | 4,111 | $213.2K | 0.00% | +4,111 | New |
| Cetera Investment Advisers | 4,135 | $214.5K | 0.00% | +4,135 | New |
| Steward Partners Investment Advisory, LLC | 4,153 | $215.4K | 0.00% | +10+0.2% | Added |
| Sonen Capital LLC | 4,451 | $230.9K | 0.44% | +4,451 | New |
| Cubist Systematic Strategies, LLC | 4,474 | $232.1K | 0.00% | +4,474 | New |
| Baird Financial Group, Inc. | 4,636 | $240.5K | 0.00% | −224−4.6% | Reduced |
| Daiwa Securities Group Inc. | 4,662 | $242.0K | 0.00% | +481+11.5% | Added |
| Crossmark Global Holdings, Inc. | 4,774 | $247.0K | 0.01% | −36−0.7% | Reduced |
| AE Wealth Management LLC | 5,538 | $251.3K | 0.00% | +111+2.0% | Added |
| Kepos Capital LP | 4,957 | $257.0K | 0.08% | +621+14.3% | Added |
| Mission Wealth Management, LP | 4,968 | $257.7K | 0.01% | −167−3.3% | Reduced |