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, Q2 2024
Institutional positions in California Water Service Group as of Jun 30, 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
- 299
- +27 vs. Q1 2024
- Shares held
- 48.4M
- −407.1K (−0.8%) vs. Q1 2024
- Total value
- $2.34B
- +$78.4M (+3.5%) vs. Q1 2024
- New holders
- 56
- 86 more added
- Sold out
- 29
- 105 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6 | $291 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $291 | 0.00% | +1+20.0% | Added |
| Innealta Capital, LLC | 7 | $339 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $340 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $437 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11 | $533 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $922 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 37 | $1.00K | 0.00% | −13−26.0% | Reduced |
| Coppell Advisory Solutions LLC | 22 | $1.07K | 0.00% | +22 | New |
| Triad Wealth Partners, LLC | 22 | $1.07K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $1.12K | 0.00% | +1+4.5% | Added |
| Custom Portfolio Group LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $1.26K | 0.00% | +7+36.8% | Added |
| Principal Securities, Inc. | 37 | $1.79K | 0.00% | −11−22.9% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 44 | $2.13K | 0.00% | −57−56.4% | Reduced |
| St Germain D J Co Inc | 47 | $2.28K | 0.00% | +47 | New |
| Huntington National Bank | 49 | $2.38K | 0.00% | +9+22.5% | Added |
| TD Waterhouse Canada Inc. | 60 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 66 | $3.20K | 0.00% | +66 | New |
| Umb Bank N A | 68 | $3.30K | 0.00% | −1,358−95.2% | Reduced |
| Massmutual Trust Co FSB | 68 | $3.30K | 0.00% | +46+209.1% | Added |
| CIBC Private Wealth Group, LLC | 73 | $3.52K | 0.00% | −337−82.2% | Reduced |
| EverSource Wealth Advisors, LLC | 75 | $4.01K | 0.00% | +36+92.3% | Added |
| MCF Advisors LLC | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $5.00K | 0.00% | −62−39.5% | Reduced |
| Versant Capital Management, Inc | 119 | $5.77K | 0.00% | −27−18.5% | Reduced |
| Fifth Third Bancorp | 121 | $5.87K | 0.00% | −39−24.4% | Reduced |
| Smartleaf Asset Management LLC | 123 | $5.95K | 0.00% | +123 | New |
| First Pacific Financial | 129 | $6.26K | 0.00% | +129 | New |
| Ronald Blue Trust, Inc. | 142 | $6.60K | 0.00% | +96+208.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.89K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $7.03K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 145 | $7.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $8.49K | 0.00% | −179−50.6% | Reduced |
| IFP Advisors, Inc | 187 | $9.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 202 | $9.79K | 0.00% | −41−16.9% | Reduced |
| SRS Capital Advisors, Inc. | 286 | $13.9K | 0.00% | +286 | New |
| Central Trust Co | 304 | $14.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 314 | $15.2K | 0.00% | −544−63.4% | Reduced |
| Millburn Ridgefield Corp | 316 | $15.3K | 0.00% | −72−18.6% | Reduced |
| Catalyst Capital Advisors LLC | 316 | $15.3K | 0.00% | −72−18.6% | Reduced |
| Rise Advisors, LLC | 353 | $17.1K | 0.01% | +2+0.6% | Added |
| Capital Advisors, Ltd. LLC | 362 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 420 | $20.4K | 0.00% | −420−50.0% | Reduced |
| Signaturefd, LLC | 429 | $20.8K | 0.00% | −40−8.5% | Reduced |
| Larson Financial Group LLC | 431 | $20.9K | 0.00% | +431 | New |
| Tower View Investment Management & Research LLC | 518 | $25.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 528 | $25.6K | 0.01% | −3−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 533 | $25.9K | 0.00% | −2−0.4% | Reduced |
| Banque Cantonale Vaudoise | 600 | $29.0K | 0.00% | +47+8.5% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $29.1K | 0.01% | −3,740−86.2% | Reduced |
| Harbour Investments, Inc. | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 636 | $30.8K | 0.00% | +42+7.1% | Added |
| Pinnacle Bancorp, Inc. | 670 | $32.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 823 | $39.9K | 0.01% | +431+109.9% | Added |
| Beaird Harris Wealth Management, LLC | 846 | $41.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $41.5K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 856 | $41.5K | 0.03% | −19−2.2% | Reduced |
| Allianz SE | 900 | $43.6K | 0.00% | −250−21.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $48.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,243 | $60.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,349 | $65.0K | 0.00% | +642+90.8% | Added |
| Natixis Investment Managers International | 1,468 | $71.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,605 | $77.0K | 0.00% | +1,605 | New |
| Sittner & Nelson, LLC | 1,620 | $78.6K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $80.5K | 0.03% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,745 | $84.6K | 0.02% | +1,745 | New |
| Broadwater Capital Management LLC | 1,960 | $95.0K | 0.07% | −1,680−46.2% | Reduced |
| Ostrum Asset Management | 2,080 | $100.9K | 0.01% | +518+33.2% | Added |
| GHP Investment Advisors, Inc. | 2,248 | $109.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,624 | $127.2K | 0.01% | +20+0.8% | Added |
| Global Retirement Partners, LLC | 2,910 | $141.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,089 | $149.8K | 0.07% | +3,089 | New |
| Quadrant Capital Group LLC | 3,437 | $166.7K | 0.01% | +1,103+47.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,779 | $183.2K | 0.00% | −385−9.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,246 | $206.0K | 0.00% | +4,246 | New |
| Gsa Capital Partners LLP | 4,427 | $215.0K | 0.02% | +4,427 | New |
| Phoenix Holdings Ltd. | 4,458 | $215.3K | 0.00% | +73+1.7% | Added |
| Verition Fund Management LLC | 4,616 | $223.8K | 0.00% | +4,616 | New |
| Glenmede Trust Co NA | 4,636 | $224.8K | 0.00% | +4,636 | New |
| Baird Financial Group, Inc. | 4,636 | $224.8K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 4,644 | $225.0K | 0.09% | −178−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,640 | $225.0K | 0.00% | −19,496−80.8% | Reduced |
| RSM US Wealth Management LLC | 4,785 | $231.5K | 0.00% | +4,785 | New |
| Alan B. Lancz & Associates, Inc. | 4,800 | $232.8K | 0.23% | +4,800 | New |
| Ethic Inc. | 4,828 | $234.1K | 0.01% | −310−6.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,868 | $236.0K | 0.00% | −192−3.8% | Reduced |
| Mission Wealth Management, LP | 4,968 | $240.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,000 | $242.4K | 0.08% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 5,073 | $246.0K | 0.02% | +5,073 | New |
| Virtu Financial LLC | 5,233 | $254.0K | 0.02% | +5,233 | New |
| Wealth Enhancement Advisory Services, LLC | 5,306 | $257.3K | 0.00% | +5,306 | New |
| Lido Advisors, LLC | 5,330 | $258.5K | 0.00% | −272−4.9% | Reduced |
| Atria Wealth Solutions, Inc. | 5,563 | $269.7K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,661 | $274.5K | 0.00% | +5,661 | New |