Skip to main content

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, Q1 2024

Institutional positions in California Water Service Group as of Mar 31, 2024. 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
275
−6 vs. Q4 2023
Shares held
48.8M
+1.13M (+2.4%) vs. Q4 2023
Total value
$2.27B
−$203.7M (−8.2%) vs. Q4 2023
New holders
31
98 more added
Sold out
37
97 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 275 institutions
Q1 2021: 259 institutionsQ2 2021: 251 institutionsQ3 2021: 268 institutionsQ4 2021: 307 institutionsQ1 2022: 312 institutionsQ2 2022: 281 institutionsQ3 2022: 281 institutionsQ4 2022: 295 institutionsQ1 2023: 299 institutionsQ2 2023: 286 institutionsQ3 2023: 273 institutionsQ4 2023: 285 institutionsQ1 2024: 275 institutionsQ2 2024: 299 institutionsQ3 2024: 324 institutionsQ4 2024: 323 institutionsQ1 2025: 330 institutionsQ2 2025: 338 institutionsQ3 2025: 337 institutionsQ4 2025: 329 institutionsQ1 2026: 339 institutionsQ2 2026: 346 institutions
Value heldQ1 2024: $2.27B
Q1 2021: $2.18BQ2 2021: $2.20BQ3 2021: $2.40BQ4 2021: $2.96BQ1 2022: $2.51BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.73BQ1 2023: $2.61BQ2 2023: $2.44BQ3 2023: $2.26BQ4 2023: $2.47BQ1 2024: $2.27BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.23BQ1 2025: $2.45BQ2 2025: $2.29BQ3 2025: $2.30BQ4 2025: $2.17BQ1 2026: $2.32BQ2 2026: $2.69B
Institutions holding CWT and their total value by quarter
QuarterHoldersValue
Q2 2026346$2.69B
Q1 2026339$2.32B
Q4 2025329$2.17B
Q3 2025337$2.30B
Q2 2025338$2.29B
Q1 2025330$2.45B
Q4 2024323$2.23B
Q3 2024324$2.63B
Q2 2024299$2.34B
Q1 2024275$2.27B
Q4 2023285$2.47B
Q3 2023273$2.26B
Q2 2023286$2.44B
Q1 2023299$2.61B
Q4 2022295$2.73B
Q3 2022281$2.31B
Q2 2022281$2.44B
Q1 2022312$2.51B
Q4 2021307$2.96B
Q3 2021268$2.40B
Q2 2021251$2.20B
Q1 2021259$2.18B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2023.

Institutions holding CWT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.10,734,480$498.9M0.01%+46,697+0.4%Added
Vanguard Group Inc7,198,981$334.6M0.01%+232,344+3.3%Added
State Street Corp3,454,324$160.6M0.01%+22,022+0.6%Added
T. Rowe Price Investment Management, Inc.3,199,034$148.7M0.09%+290,497+10.0%Added
Nuance Investments, LLC3,013,749$140.1M3.67%+872,865+40.8%Added
Amundi1,990,028$91.8M0.04%+340,807+20.7%Added
Geode Capital Management, LLC1,263,454$58.7M0.01%+34,380+2.8%Added
Dimensional Fund Advisors LP1,263,029$58.7M0.02%+13,979+1.1%Added
Invesco Ltd.990,840$46.1M0.01%+116,366+13.3%Added
Northern Trust Corp984,820$45.8M0.01%+21,208+2.2%Added
Impax Asset Management Group plc861,344$40.0M0.15%−709,427−45.2%Reduced
Morgan Stanley733,221$34.1M0.00%−7,724−1.0%Reduced
First Trust Advisors LP723,751$33.6M0.03%+101,927+16.4%Added
KBC Group NV702,993$32.7M0.10%+48,732+7.4%Added
Deprince Race & Zollo Inc673,907$31.3M0.67%+3,310+0.5%Added
Charles Schwab Investment Management Inc641,825$29.8M0.01%+28,244+4.6%Added
Legal & General Group Plc620,338$28.8M0.01%+23,403+3.9%Added
Norges Bank581,016$27.0M0.00%+29,366+5.3%Added
Bank of New York Mellon Corp561,532$26.1M0.01%−60,024−9.7%Reduced
Triodos Investment Management BV448,000$20.8M1.88%+448,000New
Granite Investment Partners, LLC302,204$14.0M0.53%−11,321−3.6%Reduced
Principal Financial Group Inc300,009$13.9M0.01%−16,044−5.1%Reduced
Victory Capital Management Inc295,628$13.7M0.01%+18,428+6.6%Added
Raymond James & Associates248,859$11.6M0.01%+68,686+38.1%Added
JPMorgan Chase & Co225,024$10.5M0.00%+42,684+23.4%Added
Rhumbline Advisers214,207$9.96M0.01%+2,845+1.3%Added
Russell Investments Group, Ltd.194,093$9.02M0.01%+31,522+19.4%Added
Goldman Sachs Group Inc188,379$8.76M0.00%+29,167+18.3%Added
ProShare Advisors LLC182,576$8.49M0.02%+18,388+11.2%Added
Ameriprise Financial Inc180,761$8.40M0.00%−10,310−5.4%Reduced
Nuveen Asset Management, LLC178,591$8.30M0.00%−1,787−1.0%Reduced
Cbre Clarion Securities LLC177,225$8.24M0.15%+177,225New
Bank of America Corp173,735$8.08M0.00%+9,822+6.0%Added
Thematics Asset Management172,470$8.02M0.33%+12,000+7.5%Added
Zimmer Partners, LP171,195$7.96M0.17%+171,195New
UBS Asset Management Americas Inc158,737$7.38M0.00%+26,786+20.3%Added
Renaissance Technologies LLC145,900$6.78M0.01%+104,850+255.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)140,084$6.51M0.02%−43,932−23.9%Reduced
Great West Life Assurance Co123,408$5.74M0.01%+8,112+7.0%Added
Public Sector Pension Investment Board118,293$5.50M0.04%−1,470−1.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys114,769$5.33M0.04%+7,116+6.6%Added
Swiss National Bank113,700$5.28M0.00%00.0%Unchanged
Deutsche Bank AG106,286$4.94M0.00%+2,690+2.6%Added
UBS Group AG98,729$4.59M0.00%+19,522+24.6%Added
Northstar Asset Management Inc94,747$4.40M0.77%+17,786+23.1%Added
Price T Rowe Associates Inc85,049$3.95M0.00%+1,495+1.8%Added
Raymond James Financial Services Advisors, Inc.83,373$3.88M0.01%+3,387+4.2%Added
Barclays PLC82,122$3.82M0.00%−20,385−19.9%Reduced
Meiji Yasuda Asset Management Co Ltd.81,997$3.81M0.16%+19,365+30.9%Added
Prudential Financial Inc81,024$3.77M0.01%+14,840+22.4%Added
NFJ Investment Group, LLC79,199$3.68M0.10%+4,023+5.4%Added
Aptus Capital Advisors, LLC70,686$3.29M0.07%+7,495+11.9%Added
Storebrand Asset Management AS67,975$3.16M0.01%+506+0.7%Added
Maryland State Retirement & Pension System70,104$3.08M0.06%+529+0.8%Added
Wells Fargo & Company65,116$3.03M0.00%+8,103+14.2%Added
Alliancebernstein L.P.64,982$3.02M0.00%−12,982−16.7%Reduced
Credit Suisse AG64,705$3.01M0.00%+1,799+2.9%Added
Voloridge Investment Management, LLC63,068$2.93M0.01%+29,891+90.1%Added
State of New Jersey Common Pension Fund D61,358$2.85M0.01%+12,041+24.4%Added
Citadel Advisors LLC61,258$2.85M0.00%+61,258New
Clear Harbor Asset Management, LLC59,681$2.77M0.24%−1,500−2.5%Reduced
California State Teachers Retirement System57,724$2.68M0.00%−3,166−5.2%Reduced
New York State Teachers Retirement System57,342$2.67M0.01%−100−0.2%Reduced
Financial Counselors Inc56,680$2.63M0.04%−70−0.1%Reduced
New York State Common Retirement Fund56,319$2.62M0.00%−120.0%Reduced
Davy Global Fund Management Ltd55,721$2.59M0.29%+7,857+16.4%Added
American Century Companies Inc55,231$2.57M0.00%+55,231New
Mercer Global Advisors Inc53,619$2.49M0.01%+1,436+2.8%Added
TD Asset Management Inc51,710$2.40M0.00%−29,930−36.7%Reduced
Envestnet Asset Management Inc51,193$2.38M0.00%+93+0.2%Added
Texas Permanent School Fund50,508$2.35M0.02%+654+1.3%Added
Thrivent Financial for Lutherans50,065$2.33M0.00%−1,360−2.6%Reduced
BNP Paribas Arbitrage, SA46,440$2.16M0.00%+2,794+6.4%Added
Citigroup Inc43,947$2.04M0.00%+8,995+25.7%Added
Mariner, LLC43,263$2.01M0.00%+14,616+51.0%Added
Gabelli Funds LLC43,200$2.01M0.01%00.0%Unchanged
State of Wisconsin Investment Board42,824$1.99M0.01%+37,351+682.5%Added
Nia Impact Advisors, LLC38,959$1.81M0.72%+38,959New
Bank of Montreal37,590$1.76M0.00%−14,594−28.0%Reduced
Martingale Asset Management L P37,351$1.74M0.03%+30.0%Added
Magellan Asset Management Ltd36,866$1.71M0.02%−246−0.7%Reduced
First National Corp31,824$1.65M0.41%−103−0.3%Reduced
State of Alaska, Department of Revenue35,157$1.63M0.02%−347−1.0%Reduced
Mirae Asset Global Investments Co., Ltd.27,942$1.60M0.00%−3,992−12.5%Reduced
Macquarie Group Ltd34,151$1.59M0.00%+1,457+4.5%Added
Illinois Municipal Retirement Fund32,828$1.53M0.02%+500+1.5%Added
American International Group, Inc.31,181$1.45M0.01%−279−0.9%Reduced
Manufacturers Life Insurance Company, The31,016$1.44M0.00%+2,290+8.0%Added
CoreCommodity Management, LLC30,922$1.44M0.51%−11,128−26.5%Reduced
MetLife Investment Management29,456$1.37M0.01%−880−2.9%Reduced
Bridge City Capital, LLC29,243$1.36M0.50%+222+0.8%Added
Janus Henderson Group PLC28,894$1.34M0.00%+10.0%Added
Louisiana State Employees Retirement System28,600$1.33M0.03%−300−1.0%Reduced
Private Advisor Group, LLC26,393$1.23M0.01%−1,189−4.3%Reduced
Exchange Traded Concepts, LLC26,291$1.22M0.03%+2,299+9.6%Added
Yousif Capital Management, LLC26,040$1.21M0.01%−2,476−8.7%Reduced
Ensign Peak Advisors, Inc26,014$1.21M0.00%−1,312−4.8%Reduced
Comerica Bank25,279$1.17M0.01%−6,131−19.5%Reduced
State Board of Administration of Florida Retirement System19,503$1.14M0.00%+2,994+18.1%Added
Advisor Group Holdings, Inc.24,136$1.12M0.00%−2,956−10.9%Reduced