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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
Franklin Resources Inc22,760$1.06M0.00%+9,479+71.4%Added
Vontobel Holding Ltd.22,741$1.06M0.01%−2,021−8.2%Reduced
Wulff, Hansen & Co.22,585$1.05M1.05%00.0%Unchanged
Allspring Global Investments Holdings, LLC22,341$1.04M0.00%−168−0.7%Reduced
State of Tennessee, Treasury Department22,015$1.02M0.00%−1,376−5.9%Reduced
Teton Advisors, Inc.21,800$1.01M0.36%−400−1.8%Reduced
Hoylecohen, LLC21,580$1.00M0.08%00.0%Unchanged
HighTower Advisors, LLC20,832$974.0K0.00%−765−3.5%Reduced
Creative Planning20,597$957.3K0.00%−3,706−15.2%Reduced
Holocene Advisors, LP19,747$917.8K0.00%+19,747New
Voya Investment Management LLC18,907$878.8K0.00%−3,861−17.0%Reduced
Royal Bank of Canada18,552$861.0K0.00%−19,381−51.1%Reduced
Amalgamated Bank17,959$835.0K0.01%−4,910−21.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main17,730$824.1K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky17,640$820.0K0.01%00.0%Unchanged
Stifel Financial Corp17,187$798.9K0.00%+700+4.2%Added
LPL Financial LLC17,015$790.9K0.00%+958+6.0%Added
Marshall Wace, LLP16,895$785.3K0.00%−8,408−33.2%Reduced
Eqis Capital Management, Inc.16,848$783.1K0.06%−3,686−18.0%Reduced
SEI Investments Co16,520$767.9K0.00%+4,613+38.7%Added
Aquatic Capital Management LLC16,100$748.3K0.02%+9,400+140.3%Added
Arizona State Retirement System15,860$737.2K0.01%−271−1.7%Reduced
Oregon Public Employees Retirement Fund15,501$720.5K0.01%−1,400−8.3%Reduced
Eisler Capital (US) LLC15,345$713.2K0.24%+15,345New
Manchester Capital Management LLC14,852$690.3K0.09%−172−1.1%Reduced
Farmers & Merchants Trust Co of Long Beach14,718$684.1K0.17%00.0%Unchanged
Everence Capital Management Inc14,610$679.0K0.04%00.0%Unchanged
UniSuper Management Pty Ltd14,421$670.3K0.01%+14,421New
Empower Advisory Group, LLC14,127$656.6K0.00%−344,723−96.1%Reduced
Canvas Wealth Advisors, LLC14,558$643.0K0.22%+6,797+87.6%Added
Van Eck Associates Corp13,603$632.0K0.00%+35+0.3%Added
Handelsbanken Fonder AB13,396$623.0K0.00%+2,362+21.4%Added
Nisa Investment Advisors, LLC13,192$613.2K0.00%+152+1.2%Added
Inceptionr LLC12,693$590.0K0.15%+12,693New
Jane Street Group, LLC12,293$571.4K0.00%−75,127−85.9%Reduced
Cetera Investment Advisers12,110$562.9K0.00%+7,975+192.9%Added
Allworth Financial LP12,011$558.3K0.00%+605+5.3%Added
Clean Yield Group11,985$557.1K0.22%−900−7.0%Reduced
Brandywine Global Investment Management, LLC11,900$553.1K0.00%+11,900New
Sovereign Financial Group, Inc.11,886$552.5K0.15%−687−5.5%Reduced
Toroso Investments, LLC11,515$535.2K0.01%+11,515New
Commonwealth Equity Services, LLC11,515$535.0K0.00%+1,674+17.0%Added
Tortoise Index Solutions, LLC11,313$525.8K0.11%−128−1.1%Reduced
Cullen Capital Management LLC11,067$514.4K0.01%+4,062+58.0%Added
The PNC Financial Services Group, Inc.10,934$508.2K0.00%−3,005−21.6%Reduced
Creative Financial Designs Inc10,859$504.7K0.05%+1,926+21.6%Added
Pathstone Holdings, LLC10,740$499.2K0.00%−129−1.2%Reduced
Cerity Partners LLC10,459$486.2K0.00%+2,536+32.0%Added
Mutual of America Capital Management LLC9,943$462.2K0.00%−158−1.6%Reduced
Green Alpha Advisors, LLC9,903$460.3K0.33%−30−0.3%Reduced
D.A. Davidson & Co.9,838$457.3K0.00%−99−1.0%Reduced
Truist Financial Corp9,773$454.2K0.00%+2,550+35.3%Added
Wedbush Securities Inc9,567$445.0K0.02%−794−7.7%Reduced
Pictet Asset Management Holding SA9,511$442.1K0.00%−1,004,670−99.1%Reduced
CI Private Wealth, LLC9,423$438.0K0.00%+171+1.8%Added
Legato Capital Management LLC8,838$410.8K0.05%00.0%Unchanged
Public Employees Retirement Association of Colorado8,202$381.0K0.00%00.0%Unchanged
IFM Investors Pty Ltd8,006$372.1K0.00%+8,006New
Versor Investments LP7,743$359.9K0.07%+7,743New
Blackhill Capital Inc7,600$353.2K0.02%00.0%Unchanged
PFG Investments, LLC7,514$349.2K0.02%+1,033+15.9%Added
Allianz Asset Management GmbH7,300$339.3K0.00%00.0%Unchanged
TRUE Private Wealth Advisors7,200$334.7K0.04%00.0%Unchanged
Daiwa Securities Group Inc.7,076$329.0K0.00%+2,414+51.8%Added
South Dakota Investment Council7,017$326.0K0.01%−300−4.1%Reduced
Sherbrooke Park Advisers LLC7,006$325.6K0.06%+7,006New
Integrated Wealth Concepts LLC6,848$318.3K0.00%−6−0.1%Reduced
Jacobi Capital Management LLC6,705$311.7K0.03%+29+0.4%Added
Quadrature Capital Ltd6,661$309.5K0.01%+295+4.6%Added
Hutchinson Capital Management6,607$307.1K0.06%−10.0%Reduced
Squarepoint Ops LLC6,520$303.1K0.00%+6,520New
Wealth Architects, LLC6,455$300.0K0.04%−146−2.2%Reduced
HSBC Holdings PLC6,409$297.9K0.00%+6,409New
Asset Management One Co.,Ltd.6,158$286.2K0.00%+6,158New
US Bancorp6,028$280.2K0.00%+878+17.0%Added
Mitchell McLeod Pugh & Williams Inc6,000$278.9K0.07%00.0%Unchanged
Ameritas Investment Partners, Inc.5,987$278.3K0.01%00.0%Unchanged
JustInvest LLC5,964$277.2K0.01%−273−4.4%Reduced
Kingswood Wealth Advisors, LLC5,925$275.4K0.03%−1,000−14.4%Reduced
Lido Advisors, LLC5,602$260.4K0.00%−1,682−23.1%Reduced
Atria Wealth Solutions, Inc.5,563$258.6K0.00%−4,028−42.0%Reduced
FMR LLC5,245$243.8K0.00%−1,078−17.0%Reduced
Dynamic Technology Lab Private Ltd5,173$240.0K0.03%+5,173New
Ethic Inc.5,138$238.8K0.01%−3,658−41.6%Reduced
Crossmark Global Holdings, Inc.5,060$235.0K0.00%+286+6.0%Added
Wellington Shields & Co., LLC5,000$232.4K0.08%00.0%Unchanged
Mission Wealth Management, LP4,968$230.9K0.01%00.0%Unchanged
Kepos Capital LP4,822$224.0K0.06%−135−2.7%Reduced
Baird Financial Group, Inc.4,636$215.5K0.00%00.0%Unchanged
Atom Investors LP4,559$211.9K0.03%+467+11.4%Added
Phoenix Holdings Ltd.4,385$203.2K0.00%+4,385New
Abacus Wealth Partners, LLC4,359$202.6K0.03%+4,359New
Catalyst Funds Management Pty Ltd4,340$201.7K0.06%+4,340New
Humankind Investments LLC4,312$200.4K0.05%+4,312New
Bridgewater Associates, LP4,305$200.1K0.00%−11,390−72.6%Reduced
STRS Ohio4,300$199.0K0.00%−13,100−75.3%Reduced
Steward Partners Investment Advisory, LLC4,164$193.6K0.00%+11+0.3%Added
Broadwater Capital Management LLC3,640$169.2K0.13%00.0%Unchanged
Tower Research Capital LLC (TRC)3,146$146.2K0.00%−27,008−89.6%Reduced
Metropolitan Life Insurance Co3,011$140.0K0.01%−337−10.1%Reduced