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 |
|---|---|---|---|---|---|
| First National Corp | 31,927 | $1.66M | 0.41% | −3,041−8.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,934 | $1.66M | 0.00% | +80+0.3% | Added |
| Illinois Municipal Retirement Fund | 32,328 | $1.68M | 0.03% | −550−1.7% | Reduced |
| Macquarie Group Ltd | 32,694 | $1.70M | 0.00% | +4,549+16.2% | Added |
| Voloridge Investment Management, LLC | 33,177 | $1.72M | 0.01% | −31,762−48.9% | Reduced |
| Citigroup Inc | 34,952 | $1.81M | 0.00% | +12,365+54.7% | Added |
| State of Alaska, Department of Revenue | 35,504 | $1.84M | 0.02% | −430−1.2% | Reduced |
| Magellan Asset Management Ltd | 37,112 | $1.92M | 0.02% | −1,003−2.6% | Reduced |
| Martingale Asset Management L P | 37,348 | $1.94M | 0.04% | −223−0.6% | Reduced |
| Royal Bank of Canada | 37,933 | $1.97M | 0.00% | +9,916+35.4% | Added |
| Susquehanna International Group, LLP | 39,079 | $2.03M | 0.00% | −10,389−21.0% | Reduced |
| Millennium Management LLC | 39,575 | $2.05M | 0.00% | +5,936+17.6% | Added |
| Renaissance Technologies LLC | 41,050 | $2.13M | 0.00% | −2,750−6.3% | Reduced |
| CoreCommodity Management, LLC | 42,050 | $2.18M | 0.65% | +6,738+19.1% | Added |
| Gabelli Funds LLC | 43,200 | $2.24M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 43,646 | $2.26M | 0.00% | −3,857−8.1% | Reduced |
| Davy Global Fund Management Ltd | 47,864 | $2.48M | 0.29% | +24,923+108.6% | Added |
| State of New Jersey Common Pension Fund D | 49,317 | $2.56M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 49,854 | $2.59M | 0.02% | +849+1.7% | Added |
| Envestnet Asset Management Inc | 51,100 | $2.65M | 0.00% | −608−1.2% | Reduced |
| Thrivent Financial for Lutherans | 51,425 | $2.67M | 0.01% | −1,361−2.6% | Reduced |
| Mercer Global Advisors Inc | 52,183 | $2.71M | 0.01% | −104−0.2% | Reduced |
| Bank of Montreal | 52,184 | $2.75M | 0.00% | +2,654+5.4% | Added |
| New York State Common Retirement Fund | 56,331 | $2.92M | 0.00% | −304−0.5% | Reduced |
| Financial Counselors Inc | 56,750 | $2.94M | 0.05% | −250.0% | Reduced |
| Wells Fargo & Company | 57,013 | $2.96M | 0.00% | +4,451+8.5% | Added |
| New York State Teachers Retirement System | 57,442 | $2.98M | 0.01% | −5,547−8.8% | Reduced |
| California State Teachers Retirement System | 60,890 | $3.16M | 0.00% | −1,367−2.2% | Reduced |
| Clear Harbor Asset Management, LLC | 61,181 | $3.17M | 0.30% | −920−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 62,632 | $3.25M | 0.15% | −1,963−3.0% | Reduced |
| Credit Suisse AG | 62,906 | $3.26M | 0.00% | +5,155+8.9% | Added |
| Aptus Capital Advisors, LLC | 63,191 | $3.28M | 0.10% | −702−1.1% | Reduced |
| Prudential Financial Inc | 66,184 | $3.43M | 0.01% | −1,233−1.8% | Reduced |
| Storebrand Asset Management AS | 67,469 | $3.50M | 0.01% | −5,426−7.4% | Reduced |
| Maryland State Retirement & Pension System | 69,575 | $3.61M | 0.07% | +442+0.6% | Added |
| NFJ Investment Group, LLC | 75,176 | $3.90M | 0.11% | −5,533−6.9% | Reduced |
| Northstar Asset Management Inc | 76,961 | $3.99M | 1.15% | −208−0.3% | Reduced |
| Alliancebernstein L.P. | 77,964 | $4.04M | 0.00% | +2,187+2.9% | Added |
| UBS Group AG | 79,207 | $4.11M | 0.00% | +10,925+16.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 79,986 | $4.15M | 0.01% | +14,187+21.6% | Added |
| TD Asset Management Inc | 81,640 | $4.23M | 0.00% | −3,500−4.1% | Reduced |
| Price T Rowe Associates Inc | 83,554 | $4.33M | 0.00% | +2,469+3.0% | Added |
| Jane Street Group, LLC | 87,420 | $4.53M | 0.01% | +81,379+1,347.1% | Added |
| Barclays PLC | 102,507 | $5.32M | 0.00% | +64,251+168.0% | Added |
| Deutsche Bank AG | 103,596 | $5.37M | 0.00% | −7,085−6.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,653 | $5.58M | 0.04% | −25,427−19.1% | Reduced |
| Swiss National Bank | 113,700 | $5.90M | 0.00% | −9,400−7.6% | Reduced |
| Great West Life Assurance Co | 115,296 | $5.95M | 0.01% | +3,365+3.0% | Added |
| Public Sector Pension Investment Board | 119,763 | $6.21M | 0.05% | +48,445+67.9% | Added |
| UBS Asset Management Americas Inc | 131,951 | $6.84M | 0.00% | +3,825+3.0% | Added |
| Goldman Sachs Group Inc | 159,212 | $8.26M | 0.00% | −36,772−18.8% | Reduced |
| Thematics Asset Management | 160,470 | $8.32M | 0.37% | −10,000−5.9% | Reduced |
| Russell Investments Group, Ltd. | 162,571 | $8.43M | 0.02% | −70,642−30.3% | Reduced |
| Bank of America Corp | 163,913 | $8.50M | 0.00% | +22,653+16.0% | Added |
| ProShare Advisors LLC | 164,188 | $8.52M | 0.03% | −11,072−6.3% | Reduced |
| Raymond James & Associates | 180,173 | $9.35M | 0.01% | +4,200+2.4% | Added |
| Nuveen Asset Management, LLC | 180,378 | $9.36M | 0.00% | −43,212−19.3% | Reduced |
| JPMorgan Chase & Co | 182,340 | $9.46M | 0.00% | +65,057+55.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 184,016 | $9.54M | 0.04% | +163,160+782.3% | Added |
| Ameriprise Financial Inc | 191,071 | $9.91M | 0.00% | −8,891−4.4% | Reduced |
| Rhumbline Advisers | 211,362 | $11.0M | 0.01% | −1,051−0.5% | Reduced |
| Victory Capital Management Inc | 277,200 | $14.4M | 0.02% | +145,820+111.0% | Added |
| Granite Investment Partners, LLC | 313,525 | $16.3M | 0.63% | −13,806−4.2% | Reduced |
| Principal Financial Group Inc | 316,053 | $16.4M | 0.01% | −5,056−1.6% | Reduced |
| Empower Advisory Group, LLC | 358,850 | $18.6M | 0.07% | +5,881+1.7% | Added |
| Norges Bank | 551,650 | $28.6M | 0.00% | −24,423−4.2% | Reduced |
| Legal & General Group Plc | 596,935 | $31.0M | 0.01% | +21,242+3.7% | Added |
| Charles Schwab Investment Management Inc | 613,581 | $31.8M | 0.01% | +32,053+5.5% | Added |
| Bank of New York Mellon Corp | 621,556 | $32.2M | 0.01% | −23,334−3.6% | Reduced |
| First Trust Advisors LP | 621,824 | $32.3M | 0.04% | −4,105−0.7% | Reduced |
| KBC Group NV | 654,261 | $33.9M | 0.12% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 670,597 | $34.8M | 0.79% | −13,127−1.9% | Reduced |
| Morgan Stanley | 740,945 | $38.4M | 0.00% | +14,500+2.0% | Added |
| Invesco Ltd. | 874,474 | $45.4M | 0.01% | −221,840−20.2% | Reduced |
| Northern Trust Corp | 963,612 | $50.0M | 0.01% | −61,293−6.0% | Reduced |
| Pictet Asset Management Holding SA | 1,014,181 | $52.6M | 0.06% | −68,470−6.3% | Reduced |
| Geode Capital Management, LLC | 1,229,074 | $63.8M | 0.01% | +58,471+5.0% | Added |
| Dimensional Fund Advisors LP | 1,249,050 | $64.8M | 0.02% | +10,993+0.9% | Added |
| Impax Asset Management Group plc | 1,570,771 | $81.5M | 0.33% | 00.0% | Unchanged |
| Amundi | 1,649,221 | $84.5M | 0.04% | +41,463+2.6% | Added |
| Nuance Investments, LLC | 2,140,884 | $111.0M | 2.54% | −34,896−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,908,537 | $150.9M | 0.10% | +229,589+8.6% | Added |
| State Street Corp | 3,432,302 | $178.0M | 0.01% | +28,685+0.8% | Added |
| Vanguard Group Inc | 6,966,637 | $361.4M | 0.01% | −132,849−1.9% | Reduced |
| BlackRock Inc. | 10,687,783 | $554.4M | 0.01% | +65,638+0.6% | Added |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −56,042−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −45,339−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −31,584−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −25,649−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,491−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −14,647−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −13,307−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −11,497−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,378−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,123−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −4,941−100.0% | Sold out |