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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 25,181 | $1.31M | 0.02% | +25,181 | New |
| Vontobel Holding Ltd. | 24,762 | $1.28M | 0.01% | −110.0% | Reduced |
| Creative Planning | 24,303 | $1.26M | 0.00% | +5,243+27.5% | Added |
| Exchange Traded Concepts, LLC | 23,992 | $1.24M | 0.03% | +493+2.1% | Added |
| State of Tennessee, Treasury Department | 23,391 | $1.21M | 0.00% | −6,607−22.0% | Reduced |
| Amalgamated Bank | 22,869 | $1.19M | 0.01% | −463−2.0% | Reduced |
| Voya Investment Management LLC | 22,768 | $1.18M | 0.00% | +566+2.5% | Added |
| Wulff, Hansen & Co. | 22,585 | $1.17M | 1.30% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 22,509 | $1.17M | 0.00% | −44,380−66.3% | Reduced |
| Teton Advisors, Inc. | 22,200 | $1.15M | 0.38% | −1,200−5.1% | Reduced |
| HRT Financial LP | 21,863 | $1.13M | 0.01% | +21,863 | New |
| HighTower Advisors, LLC | 21,597 | $1.12M | 0.00% | +1,075+5.2% | Added |
| Hoylecohen, LLC | 21,580 | $1.12M | 0.09% | −108−0.5% | Reduced |
| Occudo Quantitative Strategies LP | 20,702 | $1.07M | 0.15% | +20,702 | New |
| Eqis Capital Management, Inc. | 20,534 | $1.07M | 0.09% | −3,631−15.0% | Reduced |
| SG Americas Securities, LLC | 18,588 | $964.0K | 0.01% | −76,638−80.5% | Reduced |
| Engineers Gate Manager LP | 18,151 | $941.5K | 0.03% | +18,151 | New |
| Bessemer Group Inc | 18,119 | $940.0K | 0.00% | −1,811−9.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,730 | $919.7K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 17,640 | $915.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 17,400 | $902.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,901 | $876.7K | 0.02% | −300−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 16,509 | $856.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,487 | $855.1K | 0.00% | +513+3.2% | Added |
| Arizona State Retirement System | 16,131 | $836.7K | 0.01% | +189+1.2% | Added |
| LPL Financial LLC | 16,057 | $832.9K | 0.00% | +3,856+31.6% | Added |
| Bridgewater Associates, LP | 15,695 | $814.1K | 0.00% | −937−5.6% | Reduced |
| Manchester Capital Management LLC | 15,024 | $779.3K | 0.10% | +11+0.1% | Added |
| Assenagon Asset Management S.A. | 15,008 | $778.5K | 0.00% | −838−5.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $763.4K | 0.20% | 00.0% | Unchanged |
| Everence Capital Management Inc | 14,610 | $758.0K | 0.05% | −1,110−7.1% | Reduced |
| CenterBook Partners LP | 14,544 | $754.4K | 0.09% | +3,555+32.4% | Added |
| Natixis Advisors, L.P. | 14,044 | $728.0K | 0.00% | +3,952+39.2% | Added |
| The PNC Financial Services Group, Inc. | 13,939 | $723.0K | 0.00% | −1,206−8.0% | Reduced |
| Van Eck Associates Corp | 13,568 | $704.0K | 0.00% | −507−3.6% | Reduced |
| Franklin Resources Inc | 13,281 | $688.9K | 0.00% | +414+3.2% | Added |
| Nisa Investment Advisors, LLC | 13,040 | $676.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 12,885 | $668.3K | 0.28% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 12,573 | $652.1K | 0.20% | −131−1.0% | Reduced |
| SEI Investments Co | 11,907 | $617.6K | 0.00% | −3,308−21.7% | Reduced |
| Tortoise Index Solutions, LLC | 11,441 | $593.4K | 0.11% | −414−3.5% | Reduced |
| Allworth Financial LP | 11,406 | $591.6K | 0.00% | −826−6.8% | Reduced |
| Handelsbanken Fonder AB | 11,034 | $572.0K | 0.00% | +1,718+18.4% | Added |
| Pathstone Holdings, LLC | 10,869 | $563.8K | 0.00% | +10,869 | New |
| Wedbush Securities Inc | 10,361 | $537.0K | 0.02% | −54−0.5% | Reduced |
| Mutual of America Capital Management LLC | 10,101 | $523.9K | 0.01% | −12−0.1% | Reduced |
| D.A. Davidson & Co. | 9,937 | $515.5K | 0.01% | +100+1.0% | Added |
| AQR Capital Management LLC | 9,934 | $515.3K | 0.00% | −14,209−58.9% | Reduced |
| Green Alpha Advisors, LLC | 9,933 | $515.2K | 0.37% | −4,057−29.0% | Reduced |
| Commonwealth Equity Services, LLC | 9,841 | $510.0K | 0.00% | −362−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 9,591 | $497.5K | 0.01% | +4,028+72.4% | Added |
| CI Private Wealth, LLC | 9,252 | $479.9K | 0.00% | −88−0.9% | Reduced |
| Creative Financial Designs Inc | 8,933 | $463.4K | 0.05% | +1,332+17.5% | Added |
| Legato Capital Management LLC | 8,838 | $458.4K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 8,796 | $456.3K | 0.01% | +1,101+14.3% | Added |
| Public Employees Retirement Association of Colorado | 8,202 | $425.0K | 0.00% | −1,118−12.0% | Reduced |
| Cerity Partners LLC | 7,923 | $411.0K | 0.00% | +3,691+87.2% | Added |
| Blackhill Capital Inc | 7,600 | $394.2K | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,317 | $380.0K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,300 | $378.7K | 0.00% | −19,100−72.3% | Reduced |
| Canvas Wealth Advisors, LLC | 7,761 | $378.0K | 0.14% | −2,353−23.3% | Reduced |
| Lido Advisors, LLC | 7,284 | $377.8K | 0.00% | +7,284 | New |
| Truist Financial Corp | 7,223 | $374.7K | 0.00% | −499−6.5% | Reduced |
| TRUE Private Wealth Advisors | 7,200 | $373.5K | 0.05% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 7,005 | $363.3K | 0.01% | +1,745+33.2% | Added |
| Kingswood Wealth Advisors, LLC | 6,925 | $359.2K | 0.04% | +6,925 | New |
| Integrated Wealth Concepts LLC | 6,854 | $355.5K | 0.01% | +6,854 | New |
| Aquatic Capital Management LLC | 6,700 | $348.0K | 0.01% | +6,700 | New |
| Jacobi Capital Management LLC | 6,676 | $346.3K | 0.04% | +82+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,638 | $344.0K | 0.00% | +1,798+37.1% | Added |
| Hutchinson Capital Management | 6,608 | $342.8K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,601 | $342.4K | 0.05% | +18+0.3% | Added |
| PFG Investments, LLC | 6,481 | $336.2K | 0.06% | +20.0% | Added |
| Quadrature Capital Ltd | 6,366 | $330.5K | 0.01% | −1,258−16.5% | Reduced |
| FMR LLC | 6,323 | $327.9K | 0.00% | +1,811+40.1% | Added |
| Cetera Advisor Networks LLC | 6,287 | $326.1K | 0.00% | +196+3.2% | Added |
| JustInvest LLC | 6,237 | $323.5K | 0.01% | +1,985+46.7% | 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 |
| Ameritas Investment Partners, Inc. | 5,987 | $310.5K | 0.01% | +190+3.3% | Added |
| New York Life Investment Management LLC | 5,979 | $310.1K | 0.00% | −138−2.3% | Reduced |
| Aigen Investment Management, LP | 5,539 | $287.3K | 0.05% | −2,975−34.9% | Reduced |
| State of Wisconsin Investment Board | 5,473 | $283.9K | 0.00% | −636−10.4% | Reduced |
| US Bancorp | 5,150 | $267.1K | 0.00% | +957+22.8% | Added |
| Wellington Shields & Co., LLC | 5,000 | $259.4K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,968 | $257.7K | 0.01% | −167−3.3% | Reduced |
| Kepos Capital LP | 4,957 | $257.0K | 0.08% | +621+14.3% | Added |
| AE Wealth Management LLC | 5,538 | $251.3K | 0.00% | +111+2.0% | Added |
| Crossmark Global Holdings, Inc. | 4,774 | $247.0K | 0.01% | −36−0.7% | Reduced |
| Daiwa Securities Group Inc. | 4,662 | $242.0K | 0.00% | +481+11.5% | Added |
| Baird Financial Group, Inc. | 4,636 | $240.5K | 0.00% | −224−4.6% | Reduced |
| Cubist Systematic Strategies, LLC | 4,474 | $232.1K | 0.00% | +4,474 | New |
| Sonen Capital LLC | 4,451 | $230.9K | 0.44% | +4,451 | New |
| Steward Partners Investment Advisory, LLC | 4,153 | $215.4K | 0.00% | +10+0.2% | Added |
| Cetera Investment Advisers | 4,135 | $214.5K | 0.00% | +4,135 | New |
| CIBC Asset Management Inc | 4,111 | $213.2K | 0.00% | +4,111 | New |
| Atom Investors LP | 4,092 | $212.3K | 0.04% | +4,092 | New |
| Neuberger Berman Group LLC | 4,016 | $208.3K | 0.00% | +4,016 | 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 |