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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2,910 | $135.3K | 0.01% | +935+47.3% | Added |
| Rothschild Investment LLC | 2,604 | $121.0K | 0.01% | +5+0.2% | Added |
| Quadrant Capital Group LLC | 2,334 | $108.5K | 0.01% | −1,414−37.7% | Reduced |
| GHP Investment Advisors, Inc. | 2,248 | $104.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,607 | $78.0K | 0.00% | −190−10.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $77.2K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $75.3K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,562 | $72.6K | 0.01% | +910+139.6% | Added |
| Natixis Investment Managers International | 1,468 | $68.2K | 0.00% | −108−6.9% | Reduced |
| Umb Bank N A | 1,426 | $66.3K | 0.00% | −54−3.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $57.8K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 1,150 | $53.5K | 0.00% | +1,150 | New |
| Kelly Lawrence W & Associates Inc | 1,000 | $46.5K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 875 | $40.7K | 0.03% | +102+13.2% | Added |
| Parallel Advisors, LLC | 858 | $39.9K | 0.00% | +558+186.0% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $39.7K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 846 | $39.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 840 | $39.0K | 0.00% | −420−33.3% | Reduced |
| CWM, LLC | 707 | $33.0K | 0.00% | −412−36.8% | Reduced |
| Pinnacle Bancorp, Inc. | 670 | $31.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $27.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 594 | $27.6K | 0.00% | +41+7.4% | Added |
| Banque Cantonale Vaudoise | 553 | $26.0K | 0.00% | −69−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 535 | $24.9K | 0.00% | +2+0.4% | Added |
| Hexagon Capital Partners LLC | 531 | $24.7K | 0.01% | −1−0.2% | Reduced |
| Tower View Investment Management & Research LLC | 518 | $24.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $23.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 469 | $21.8K | 0.00% | −1,422−75.2% | Reduced |
| CIBC Private Wealth Group, LLC | 410 | $19.1K | 0.00% | +410 | New |
| GAMMA Investing LLC | 392 | $18.2K | 0.00% | −43−9.9% | Reduced |
| 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 |
| Capital Advisors, Ltd. LLC | 362 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 354 | $16.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 351 | $16.3K | 0.01% | +351 | New |
| Whittier Trust Co | 312 | $14.5K | 0.00% | +312 | New |
| Central Trust Co | 304 | $14.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 300 | $13.9K | 0.03% | +300 | New |
| AdvisorNet Financial, Inc | 243 | $11.3K | 0.00% | −498−67.2% | Reduced |
| M&R Capital Management Inc | 200 | $9.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $8.69K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 160 | $7.44K | 0.00% | −154−49.0% | Reduced |
| Bessemer Group Inc | 157 | $7.00K | 0.00% | −17,962−99.1% | Reduced |
| Versant Capital Management, Inc | 146 | $6.79K | 0.00% | +64+78.0% | Added |
| BFSG, LLC | 145 | $6.74K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $6.74K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.60K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 101 | $4.69K | 0.00% | −58−36.5% | Reduced |
| MCF Advisors LLC | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 76 | $3.51K | 0.00% | +76 | Added |
| TD Waterhouse Canada Inc. | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 48 | $2.23K | 0.00% | −9−15.8% | Reduced |
| Ronald Blue Trust, Inc. | 46 | $2.14K | 0.00% | −20−30.3% | 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 |
| EverSource Wealth Advisors, LLC | 39 | $1.92K | 0.00% | −36−48.0% | Reduced |
| 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 |
| Quest Partners LLC | 27 | $1.25K | 0.00% | +27 | New |
| Custom Portfolio Group LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24 | $1.12K | 0.00% | +24 | New |
| 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 |
| Farther Finance Advisors, LLC | 19 | $884 | 0.00% | −15−44.1% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $884 | 0.00% | −8−29.6% | Reduced |
| Proequities, Inc. | 11 | $511 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $511 | 0.00% | +11 | New |
| Abound Wealth Management | 9 | $419 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $326 | 0.00% | −1−12.5% | Reduced |
| Castleview Partners, LLC | 6 | $279 | 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 |
| Tfo-TDC, LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −39,575−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,079−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −27,713−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,181−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,863−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,702−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,588−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,151−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −15,008−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,544−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −14,044−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −9,934−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,287−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,979−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,539−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −5,538−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,474−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Stewart & Patten Co LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Old Port Advisors | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |