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 |
|---|---|---|---|---|---|
| US Bancorp | 6,028 | $280.2K | 0.00% | +878+17.0% | Added |
| Asset Management One Co.,Ltd. | 6,158 | $286.2K | 0.00% | +6,158 | New |
| HSBC Holdings PLC | 6,409 | $297.9K | 0.00% | +6,409 | New |
| Wealth Architects, LLC | 6,455 | $300.0K | 0.04% | −146−2.2% | Reduced |
| Squarepoint Ops LLC | 6,520 | $303.1K | 0.00% | +6,520 | New |
| Hutchinson Capital Management | 6,607 | $307.1K | 0.06% | −10.0% | Reduced |
| Quadrature Capital Ltd | 6,661 | $309.5K | 0.01% | +295+4.6% | Added |
| Jacobi Capital Management LLC | 6,705 | $311.7K | 0.03% | +29+0.4% | Added |
| Integrated Wealth Concepts LLC | 6,848 | $318.3K | 0.00% | −6−0.1% | Reduced |
| Sherbrooke Park Advisers LLC | 7,006 | $325.6K | 0.06% | +7,006 | New |
| South Dakota Investment Council | 7,017 | $326.0K | 0.01% | −300−4.1% | Reduced |
| Daiwa Securities Group Inc. | 7,076 | $329.0K | 0.00% | +2,414+51.8% | Added |
| TRUE Private Wealth Advisors | 7,200 | $334.7K | 0.04% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,300 | $339.3K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,514 | $349.2K | 0.02% | +1,033+15.9% | Added |
| Blackhill Capital Inc | 7,600 | $353.2K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 7,743 | $359.9K | 0.07% | +7,743 | New |
| IFM Investors Pty Ltd | 8,006 | $372.1K | 0.00% | +8,006 | New |
| Public Employees Retirement Association of Colorado | 8,202 | $381.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 8,838 | $410.8K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,423 | $438.0K | 0.00% | +171+1.8% | Added |
| Pictet Asset Management Holding SA | 9,511 | $442.1K | 0.00% | −1,004,670−99.1% | Reduced |
| Wedbush Securities Inc | 9,567 | $445.0K | 0.02% | −794−7.7% | Reduced |
| Truist Financial Corp | 9,773 | $454.2K | 0.00% | +2,550+35.3% | Added |
| D.A. Davidson & Co. | 9,838 | $457.3K | 0.00% | −99−1.0% | Reduced |
| Green Alpha Advisors, LLC | 9,903 | $460.3K | 0.33% | −30−0.3% | Reduced |
| Mutual of America Capital Management LLC | 9,943 | $462.2K | 0.00% | −158−1.6% | Reduced |
| Cerity Partners LLC | 10,459 | $486.2K | 0.00% | +2,536+32.0% | Added |
| Pathstone Holdings, LLC | 10,740 | $499.2K | 0.00% | −129−1.2% | Reduced |
| Creative Financial Designs Inc | 10,859 | $504.7K | 0.05% | +1,926+21.6% | Added |
| The PNC Financial Services Group, Inc. | 10,934 | $508.2K | 0.00% | −3,005−21.6% | Reduced |
| Cullen Capital Management LLC | 11,067 | $514.4K | 0.01% | +4,062+58.0% | Added |
| Tortoise Index Solutions, LLC | 11,313 | $525.8K | 0.11% | −128−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 11,515 | $535.0K | 0.00% | +1,674+17.0% | Added |
| Toroso Investments, LLC | 11,515 | $535.2K | 0.01% | +11,515 | New |
| Sovereign Financial Group, Inc. | 11,886 | $552.5K | 0.15% | −687−5.5% | Reduced |
| Brandywine Global Investment Management, LLC | 11,900 | $553.1K | 0.00% | +11,900 | New |
| Clean Yield Group | 11,985 | $557.1K | 0.22% | −900−7.0% | Reduced |
| Allworth Financial LP | 12,011 | $558.3K | 0.00% | +605+5.3% | Added |
| Cetera Investment Advisers | 12,110 | $562.9K | 0.00% | +7,975+192.9% | Added |
| Jane Street Group, LLC | 12,293 | $571.4K | 0.00% | −75,127−85.9% | Reduced |
| Inceptionr LLC | 12,693 | $590.0K | 0.15% | +12,693 | New |
| Nisa Investment Advisors, LLC | 13,192 | $613.2K | 0.00% | +152+1.2% | Added |
| Handelsbanken Fonder AB | 13,396 | $623.0K | 0.00% | +2,362+21.4% | Added |
| Van Eck Associates Corp | 13,603 | $632.0K | 0.00% | +35+0.3% | Added |
| Canvas Wealth Advisors, LLC | 14,558 | $643.0K | 0.22% | +6,797+87.6% | Added |
| Empower Advisory Group, LLC | 14,127 | $656.6K | 0.00% | −344,723−96.1% | Reduced |
| UniSuper Management Pty Ltd | 14,421 | $670.3K | 0.01% | +14,421 | New |
| Everence Capital Management Inc | 14,610 | $679.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $684.1K | 0.17% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14,852 | $690.3K | 0.09% | −172−1.1% | Reduced |
| Eisler Capital (US) LLC | 15,345 | $713.2K | 0.24% | +15,345 | New |
| Oregon Public Employees Retirement Fund | 15,501 | $720.5K | 0.01% | −1,400−8.3% | Reduced |
| Arizona State Retirement System | 15,860 | $737.2K | 0.01% | −271−1.7% | Reduced |
| Aquatic Capital Management LLC | 16,100 | $748.3K | 0.02% | +9,400+140.3% | Added |
| SEI Investments Co | 16,520 | $767.9K | 0.00% | +4,613+38.7% | Added |
| Eqis Capital Management, Inc. | 16,848 | $783.1K | 0.06% | −3,686−18.0% | Reduced |
| Marshall Wace, LLP | 16,895 | $785.3K | 0.00% | −8,408−33.2% | Reduced |
| LPL Financial LLC | 17,015 | $790.9K | 0.00% | +958+6.0% | Added |
| Stifel Financial Corp | 17,187 | $798.9K | 0.00% | +700+4.2% | Added |
| Teachers Retirement System of the State of Kentucky | 17,640 | $820.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,730 | $824.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 17,959 | $835.0K | 0.01% | −4,910−21.5% | Reduced |
| Royal Bank of Canada | 18,552 | $861.0K | 0.00% | −19,381−51.1% | Reduced |
| Voya Investment Management LLC | 18,907 | $878.8K | 0.00% | −3,861−17.0% | Reduced |
| Holocene Advisors, LP | 19,747 | $917.8K | 0.00% | +19,747 | New |
| Creative Planning | 20,597 | $957.3K | 0.00% | −3,706−15.2% | Reduced |
| HighTower Advisors, LLC | 20,832 | $974.0K | 0.00% | −765−3.5% | Reduced |
| Hoylecohen, LLC | 21,580 | $1.00M | 0.08% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 21,800 | $1.01M | 0.36% | −400−1.8% | Reduced |
| State of Tennessee, Treasury Department | 22,015 | $1.02M | 0.00% | −1,376−5.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,341 | $1.04M | 0.00% | −168−0.7% | Reduced |
| Wulff, Hansen & Co. | 22,585 | $1.05M | 1.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 22,741 | $1.06M | 0.01% | −2,021−8.2% | Reduced |
| Franklin Resources Inc | 22,760 | $1.06M | 0.00% | +9,479+71.4% | Added |
| Advisor Group Holdings, Inc. | 24,136 | $1.12M | 0.00% | −2,956−10.9% | Reduced |
| State Board of Administration of Florida Retirement System | 19,503 | $1.14M | 0.00% | +2,994+18.1% | Added |
| Comerica Bank | 25,279 | $1.17M | 0.01% | −6,131−19.5% | Reduced |
| Ensign Peak Advisors, Inc | 26,014 | $1.21M | 0.00% | −1,312−4.8% | Reduced |
| Yousif Capital Management, LLC | 26,040 | $1.21M | 0.01% | −2,476−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 26,291 | $1.22M | 0.03% | +2,299+9.6% | Added |
| Private Advisor Group, LLC | 26,393 | $1.23M | 0.01% | −1,189−4.3% | Reduced |
| Louisiana State Employees Retirement System | 28,600 | $1.33M | 0.03% | −300−1.0% | Reduced |
| Janus Henderson Group PLC | 28,894 | $1.34M | 0.00% | +10.0% | Added |
| Bridge City Capital, LLC | 29,243 | $1.36M | 0.50% | +222+0.8% | Added |
| MetLife Investment Management | 29,456 | $1.37M | 0.01% | −880−2.9% | Reduced |
| CoreCommodity Management, LLC | 30,922 | $1.44M | 0.51% | −11,128−26.5% | Reduced |
| Manufacturers Life Insurance Company, The | 31,016 | $1.44M | 0.00% | +2,290+8.0% | Added |
| American International Group, Inc. | 31,181 | $1.45M | 0.01% | −279−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 32,828 | $1.53M | 0.02% | +500+1.5% | Added |
| Macquarie Group Ltd | 34,151 | $1.59M | 0.00% | +1,457+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,942 | $1.60M | 0.00% | −3,992−12.5% | Reduced |
| State of Alaska, Department of Revenue | 35,157 | $1.63M | 0.02% | −347−1.0% | Reduced |
| First National Corp | 31,824 | $1.65M | 0.41% | −103−0.3% | Reduced |
| Magellan Asset Management Ltd | 36,866 | $1.71M | 0.02% | −246−0.7% | Reduced |
| Martingale Asset Management L P | 37,351 | $1.74M | 0.03% | +30.0% | Added |
| Bank of Montreal | 37,590 | $1.76M | 0.00% | −14,594−28.0% | Reduced |
| Nia Impact Advisors, LLC | 38,959 | $1.81M | 0.72% | +38,959 | New |
| State of Wisconsin Investment Board | 42,824 | $1.99M | 0.01% | +37,351+682.5% | Added |
| Gabelli Funds LLC | 43,200 | $2.01M | 0.01% | 00.0% | Unchanged |