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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Tfo-TDC, LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $233 | 0.00% | −6−54.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $233 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6 | $279 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $326 | 0.00% | −1−12.5% | Reduced |
| Abound Wealth Management | 9 | $419 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11 | $511 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $511 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 19 | $884 | 0.00% | −15−44.1% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $884 | 0.00% | −8−29.6% | Reduced |
| Massmutual Trust Co FSB | 22 | $1.02K | 0.00% | −135−86.0% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24 | $1.12K | 0.00% | +24 | New |
| Custom Portfolio Group LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 27 | $1.25K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 40 | $1.86K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $1.86K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 40 | $1.86K | 0.00% | +39+3,900.0% | Added |
| EverSource Wealth Advisors, LLC | 39 | $1.92K | 0.00% | −36−48.0% | Reduced |
| Hantz Financial Services, Inc. | 52 | $2.00K | 0.00% | −16−23.5% | Reduced |
| Simplex Trading, LLC | 50 | $2.00K | 0.00% | +29+138.1% | Added |
| Ronald Blue Trust, Inc. | 46 | $2.14K | 0.00% | −20−30.3% | Reduced |
| Principal Securities, Inc. | 48 | $2.23K | 0.00% | −9−15.8% | Reduced |
| TD Waterhouse Canada Inc. | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 76 | $3.51K | 0.00% | +76 | Added |
| MCF Advisors LLC | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 101 | $4.69K | 0.00% | −58−36.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.60K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 145 | $6.74K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $6.74K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 146 | $6.79K | 0.00% | +64+78.0% | Added |
| Bessemer Group Inc | 157 | $7.00K | 0.00% | −17,962−99.1% | Reduced |
| Fifth Third Bancorp | 160 | $7.44K | 0.00% | −154−49.0% | Reduced |
| IFP Advisors, Inc | 187 | $8.69K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $9.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 243 | $11.3K | 0.00% | −498−67.2% | Reduced |
| nVerses Capital, LLC | 300 | $13.9K | 0.03% | +300 | New |
| Central Trust Co | 304 | $14.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 312 | $14.5K | 0.00% | +312 | New |
| Rise Advisors, LLC | 351 | $16.3K | 0.01% | +351 | New |
| Private Trust Co NA | 354 | $16.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 362 | $17.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 388 | $18.0K | 0.00% | +35+9.9% | Added |
| Catalyst Capital Advisors LLC | 388 | $18.0K | 0.00% | +35+9.9% | Added |
| GAMMA Investing LLC | 392 | $18.2K | 0.00% | −43−9.9% | Reduced |
| CIBC Private Wealth Group, LLC | 410 | $19.1K | 0.00% | +410 | New |
| Signaturefd, LLC | 469 | $21.8K | 0.00% | −1,422−75.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $23.2K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 518 | $24.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 531 | $24.7K | 0.01% | −1−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 535 | $24.9K | 0.00% | +2+0.4% | Added |
| Banque Cantonale Vaudoise | 553 | $26.0K | 0.00% | −69−11.1% | Reduced |
| Public Employees Retirement System of Ohio | 594 | $27.6K | 0.00% | +41+7.4% | Added |
| Harbour Investments, Inc. | 600 | $27.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $31.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 707 | $33.0K | 0.00% | −412−36.8% | Reduced |
| HM Payson & Co | 840 | $39.0K | 0.00% | −420−33.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 846 | $39.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $39.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 858 | $39.9K | 0.00% | +558+186.0% | Added |
| Clarity Asset Management, Inc. | 875 | $40.7K | 0.03% | +102+13.2% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $46.5K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 1,150 | $53.5K | 0.00% | +1,150 | New |
| Whittier Trust Co of Nevada Inc | 1,243 | $57.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,426 | $66.3K | 0.00% | −54−3.6% | Reduced |
| Natixis Investment Managers International | 1,468 | $68.2K | 0.00% | −108−6.9% | Reduced |
| Ostrum Asset Management | 1,562 | $72.6K | 0.01% | +910+139.6% | Added |
| Sittner & Nelson, LLC | 1,620 | $75.3K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $77.2K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,607 | $78.0K | 0.00% | −190−10.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,248 | $104.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,334 | $108.5K | 0.01% | −1,414−37.7% | Reduced |
| Rothschild Investment LLC | 2,604 | $121.0K | 0.01% | +5+0.2% | Added |
| Global Retirement Partners, LLC | 2,910 | $135.3K | 0.01% | +935+47.3% | Added |
| Metropolitan Life Insurance Co | 3,011 | $140.0K | 0.01% | −337−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,146 | $146.2K | 0.00% | −27,008−89.6% | Reduced |
| Broadwater Capital Management LLC | 3,640 | $169.2K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,164 | $193.6K | 0.00% | +11+0.3% | Added |
| STRS Ohio | 4,300 | $199.0K | 0.00% | −13,100−75.3% | Reduced |
| Bridgewater Associates, LP | 4,305 | $200.1K | 0.00% | −11,390−72.6% | Reduced |
| Humankind Investments LLC | 4,312 | $200.4K | 0.05% | +4,312 | New |
| Catalyst Funds Management Pty Ltd | 4,340 | $201.7K | 0.06% | +4,340 | New |
| Abacus Wealth Partners, LLC | 4,359 | $202.6K | 0.03% | +4,359 | New |
| Phoenix Holdings Ltd. | 4,385 | $203.2K | 0.00% | +4,385 | New |
| Atom Investors LP | 4,559 | $211.9K | 0.03% | +467+11.4% | Added |
| Baird Financial Group, Inc. | 4,636 | $215.5K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 4,822 | $224.0K | 0.06% | −135−2.7% | Reduced |
| Mission Wealth Management, LP | 4,968 | $230.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,000 | $232.4K | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,060 | $235.0K | 0.00% | +286+6.0% | Added |
| Ethic Inc. | 5,138 | $238.8K | 0.01% | −3,658−41.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,173 | $240.0K | 0.03% | +5,173 | New |
| FMR LLC | 5,245 | $243.8K | 0.00% | −1,078−17.0% | Reduced |
| Atria Wealth Solutions, Inc. | 5,563 | $258.6K | 0.00% | −4,028−42.0% | Reduced |
| Lido Advisors, LLC | 5,602 | $260.4K | 0.00% | −1,682−23.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,925 | $275.4K | 0.03% | −1,000−14.4% | Reduced |
| JustInvest LLC | 5,964 | $277.2K | 0.01% | −273−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,987 | $278.3K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $278.9K | 0.07% | 00.0% | Unchanged |