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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 5,000 | $259.4K | 0.10% | 00.0% | Unchanged |
| US Bancorp | 5,150 | $267.1K | 0.00% | +957+22.8% | Added |
| State of Wisconsin Investment Board | 5,473 | $283.9K | 0.00% | −636−10.4% | Reduced |
| Aigen Investment Management, LP | 5,539 | $287.3K | 0.05% | −2,975−34.9% | Reduced |
| New York Life Investment Management LLC | 5,979 | $310.1K | 0.00% | −138−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,987 | $310.5K | 0.01% | +190+3.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $311.2K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,000 | $311.2K | 0.33% | 00.0% | Unchanged |
| JustInvest LLC | 6,237 | $323.5K | 0.01% | +1,985+46.7% | Added |
| Cetera Advisor Networks LLC | 6,287 | $326.1K | 0.00% | +196+3.2% | Added |
| FMR LLC | 6,323 | $327.9K | 0.00% | +1,811+40.1% | Added |
| Quadrature Capital Ltd | 6,366 | $330.5K | 0.01% | −1,258−16.5% | Reduced |
| PFG Investments, LLC | 6,481 | $336.2K | 0.06% | +20.0% | Added |
| Wealth Architects, LLC | 6,601 | $342.4K | 0.05% | +18+0.3% | Added |
| Hutchinson Capital Management | 6,608 | $342.8K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,638 | $344.0K | 0.00% | +1,798+37.1% | Added |
| Jacobi Capital Management LLC | 6,676 | $346.3K | 0.04% | +82+1.2% | Added |
| Aquatic Capital Management LLC | 6,700 | $348.0K | 0.01% | +6,700 | New |
| Integrated Wealth Concepts LLC | 6,854 | $355.5K | 0.01% | +6,854 | New |
| Kingswood Wealth Advisors, LLC | 6,925 | $359.2K | 0.04% | +6,925 | New |
| Cullen Capital Management LLC | 7,005 | $363.3K | 0.01% | +1,745+33.2% | Added |
| TRUE Private Wealth Advisors | 7,200 | $373.5K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 7,223 | $374.7K | 0.00% | −499−6.5% | Reduced |
| Lido Advisors, LLC | 7,284 | $377.8K | 0.00% | +7,284 | New |
| Canvas Wealth Advisors, LLC | 7,761 | $378.0K | 0.14% | −2,353−23.3% | Reduced |
| Allianz Asset Management GmbH | 7,300 | $378.7K | 0.00% | −19,100−72.3% | Reduced |
| South Dakota Investment Council | 7,317 | $380.0K | 0.01% | 00.0% | Unchanged |
| Blackhill Capital Inc | 7,600 | $394.2K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,923 | $411.0K | 0.00% | +3,691+87.2% | Added |
| Public Employees Retirement Association of Colorado | 8,202 | $425.0K | 0.00% | −1,118−12.0% | Reduced |
| Ethic Inc. | 8,796 | $456.3K | 0.01% | +1,101+14.3% | Added |
| Legato Capital Management LLC | 8,838 | $458.4K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8,933 | $463.4K | 0.05% | +1,332+17.5% | Added |
| CI Private Wealth, LLC | 9,252 | $479.9K | 0.00% | −88−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 9,591 | $497.5K | 0.01% | +4,028+72.4% | Added |
| Commonwealth Equity Services, LLC | 9,841 | $510.0K | 0.00% | −362−3.5% | Reduced |
| Green Alpha Advisors, LLC | 9,933 | $515.2K | 0.37% | −4,057−29.0% | Reduced |
| AQR Capital Management LLC | 9,934 | $515.3K | 0.00% | −14,209−58.9% | Reduced |
| D.A. Davidson & Co. | 9,937 | $515.5K | 0.01% | +100+1.0% | Added |
| Mutual of America Capital Management LLC | 10,101 | $523.9K | 0.01% | −12−0.1% | Reduced |
| Wedbush Securities Inc | 10,361 | $537.0K | 0.02% | −54−0.5% | Reduced |
| Pathstone Holdings, LLC | 10,869 | $563.8K | 0.00% | +10,869 | New |
| Handelsbanken Fonder AB | 11,034 | $572.0K | 0.00% | +1,718+18.4% | Added |
| Allworth Financial LP | 11,406 | $591.6K | 0.00% | −826−6.8% | Reduced |
| Tortoise Index Solutions, LLC | 11,441 | $593.4K | 0.11% | −414−3.5% | Reduced |
| SEI Investments Co | 11,907 | $617.6K | 0.00% | −3,308−21.7% | Reduced |
| Sovereign Financial Group, Inc. | 12,573 | $652.1K | 0.20% | −131−1.0% | Reduced |
| Clean Yield Group | 12,885 | $668.3K | 0.28% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,040 | $676.4K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 13,281 | $688.9K | 0.00% | +414+3.2% | Added |
| Van Eck Associates Corp | 13,568 | $704.0K | 0.00% | −507−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 13,939 | $723.0K | 0.00% | −1,206−8.0% | Reduced |
| Natixis Advisors, L.P. | 14,044 | $728.0K | 0.00% | +3,952+39.2% | Added |
| CenterBook Partners LP | 14,544 | $754.4K | 0.09% | +3,555+32.4% | Added |
| Everence Capital Management Inc | 14,610 | $758.0K | 0.05% | −1,110−7.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $763.4K | 0.20% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 15,008 | $778.5K | 0.00% | −838−5.3% | Reduced |
| Manchester Capital Management LLC | 15,024 | $779.3K | 0.10% | +11+0.1% | Added |
| Bridgewater Associates, LP | 15,695 | $814.1K | 0.00% | −937−5.6% | Reduced |
| LPL Financial LLC | 16,057 | $832.9K | 0.00% | +3,856+31.6% | Added |
| Arizona State Retirement System | 16,131 | $836.7K | 0.01% | +189+1.2% | Added |
| Stifel Financial Corp | 16,487 | $855.1K | 0.00% | +513+3.2% | Added |
| State Board of Administration of Florida Retirement System | 16,509 | $856.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,901 | $876.7K | 0.02% | −300−1.7% | Reduced |
| STRS Ohio | 17,400 | $902.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 17,640 | $915.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,730 | $919.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 18,119 | $940.0K | 0.00% | −1,811−9.1% | Reduced |
| Engineers Gate Manager LP | 18,151 | $941.5K | 0.03% | +18,151 | New |
| SG Americas Securities, LLC | 18,588 | $964.0K | 0.01% | −76,638−80.5% | Reduced |
| Eqis Capital Management, Inc. | 20,534 | $1.07M | 0.09% | −3,631−15.0% | Reduced |
| Occudo Quantitative Strategies LP | 20,702 | $1.07M | 0.15% | +20,702 | New |
| Hoylecohen, LLC | 21,580 | $1.12M | 0.09% | −108−0.5% | Reduced |
| HighTower Advisors, LLC | 21,597 | $1.12M | 0.00% | +1,075+5.2% | Added |
| HRT Financial LP | 21,863 | $1.13M | 0.01% | +21,863 | New |
| Teton Advisors, Inc. | 22,200 | $1.15M | 0.38% | −1,200−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,509 | $1.17M | 0.00% | −44,380−66.3% | Reduced |
| Wulff, Hansen & Co. | 22,585 | $1.17M | 1.30% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,768 | $1.18M | 0.00% | +566+2.5% | Added |
| Amalgamated Bank | 22,869 | $1.19M | 0.01% | −463−2.0% | Reduced |
| State of Tennessee, Treasury Department | 23,391 | $1.21M | 0.00% | −6,607−22.0% | Reduced |
| Exchange Traded Concepts, LLC | 23,992 | $1.24M | 0.03% | +493+2.1% | Added |
| Creative Planning | 24,303 | $1.26M | 0.00% | +5,243+27.5% | Added |
| Vontobel Holding Ltd. | 24,762 | $1.28M | 0.01% | −110.0% | Reduced |
| Twinbeech Capital LP | 25,181 | $1.31M | 0.02% | +25,181 | New |
| Marshall Wace, LLP | 25,303 | $1.31M | 0.00% | −200,383−88.8% | Reduced |
| Advisor Group Holdings, Inc. | 27,092 | $1.40M | 0.00% | −2,074−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 27,326 | $1.42M | 0.00% | +1,200+4.6% | Added |
| Private Advisor Group, LLC | 27,582 | $1.43M | 0.01% | −405−1.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 27,713 | $1.44M | 0.03% | +27,713 | New |
| Yousif Capital Management, LLC | 28,516 | $1.48M | 0.02% | −65−0.2% | Reduced |
| Mariner, LLC | 28,647 | $1.49M | 0.00% | −3,953−12.1% | Reduced |
| Manufacturers Life Insurance Company, The | 28,726 | $1.49M | 0.00% | +24+0.1% | Added |
| Janus Henderson Group PLC | 28,893 | $1.50M | 0.00% | −2,945−9.2% | Reduced |
| Louisiana State Employees Retirement System | 28,900 | $1.50M | 0.03% | −500−1.7% | Reduced |
| Bridge City Capital, LLC | 29,021 | $1.51M | 0.58% | +3,349+13.0% | Added |
| Tower Research Capital LLC (TRC) | 30,154 | $1.56M | 0.02% | +29,357+3,683.4% | Added |
| MetLife Investment Management | 30,336 | $1.57M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 31,410 | $1.63M | 0.01% | −75−0.2% | Reduced |
| American International Group, Inc. | 31,460 | $1.63M | 0.01% | −263−0.8% | Reduced |