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