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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 5,710 | $276.9K | 0.04% | +5,683+21,048.1% | Added |
| Ameritas Investment Partners, Inc. | 5,772 | $279.9K | 0.01% | −215−3.6% | Reduced |
| Algert Global LLC | 5,811 | $281.8K | 0.01% | +5,811 | New |
| XTX Topco Ltd | 5,986 | $290.3K | 0.02% | +5,986 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $290.9K | 0.07% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,069 | $294.0K | 0.00% | +6,069 | New |
| US Bancorp | 6,337 | $307.3K | 0.00% | +309+5.1% | Added |
| Wealth Architects, LLC | 6,496 | $315.0K | 0.04% | +41+0.6% | Added |
| HSBC Holdings PLC | 6,535 | $316.8K | 0.00% | +126+2.0% | Added |
| Hutchinson Capital Management | 6,613 | $320.7K | 0.07% | +6+0.1% | Added |
| Jacobi Capital Management LLC | 6,673 | $323.6K | 0.03% | −32−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,803 | $329.9K | 0.02% | +6,803 | New |
| Integrated Wealth Concepts LLC | 6,828 | $331.1K | 0.00% | −20−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,925 | $335.8K | 0.03% | +1,000+16.9% | Added |
| South Dakota Investment Council | 7,017 | $340.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,076 | $343.1K | 0.00% | −3,858−35.3% | Reduced |
| TRUE Private Wealth Advisors | 7,200 | $349.1K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,210 | $349.6K | 0.02% | +7,210 | New |
| Allianz Asset Management GmbH | 7,300 | $354.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,416 | $359.6K | 0.03% | −98−1.3% | Reduced |
| ELCO Management Co., LLC | 7,504 | $363.9K | 0.21% | +7,504 | New |
| Blackhill Capital Inc | 7,600 | $368.5K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 7,665 | $371.7K | 0.07% | −78−1.0% | Reduced |
| Truist Financial Corp | 7,706 | $373.7K | 0.00% | −2,067−21.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,737 | $375.0K | 0.00% | −465−5.7% | Reduced |
| Daiwa Securities Group Inc. | 7,837 | $380.0K | 0.00% | +761+10.8% | Added |
| IFM Investors Pty Ltd | 8,006 | $388.2K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,163 | $395.8K | 0.00% | −2,296−22.0% | Reduced |
| ISAM Funds (UK) Ltd | 8,221 | $398.6K | 0.30% | +8,221 | New |
| Quantbot Technologies LP | 8,309 | $402.9K | 0.02% | +8,309 | New |
| Legato Capital Management LLC | 8,838 | $428.6K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,123 | $442.4K | 0.00% | −715−7.3% | Reduced |
| Eqis Capital Management, Inc. | 9,190 | $445.6K | 0.04% | −7,658−45.5% | Reduced |
| CI Private Wealth, LLC | 9,218 | $447.0K | 0.00% | −205−2.2% | Reduced |
| Green Alpha Advisors, LLC | 9,312 | $451.5K | 0.36% | −591−6.0% | Reduced |
| Tower Research Capital LLC (TRC) | 9,369 | $454.3K | 0.01% | +6,223+197.8% | Added |
| Mutual of America Capital Management LLC | 9,493 | $460.3K | 0.01% | −450−4.5% | Reduced |
| Bristlecone Advisors, LLC | 10,112 | $490.3K | 0.04% | +10,112 | New |
| Pathstone Holdings, LLC | 10,211 | $495.1K | 0.00% | −529−4.9% | Reduced |
| Brevan Howard Capital Management LP | 10,315 | $500.2K | 0.03% | +10,315 | New |
| Natixis Advisors, L.P. | 10,427 | $506.0K | 0.00% | +10,427 | New |
| Atom Investors LP | 11,183 | $542.3K | 0.05% | +6,624+145.3% | Added |
| Graham Capital Management, L.P. | 11,467 | $556.0K | 0.02% | +11,467 | New |
| Clean Yield Group | 11,485 | $556.9K | 0.21% | −500−4.2% | Reduced |
| Fox Run Management, L.L.C. | 11,645 | $564.7K | 0.11% | +11,645 | New |
| SG Americas Securities, LLC | 11,704 | $568.0K | 0.00% | +11,704 | New |
| Creative Financial Designs Inc | 11,725 | $568.5K | 0.05% | +866+8.0% | Added |
| Susquehanna International Group, LLP | 11,877 | $575.9K | 0.00% | +11,877 | New |
| Sovereign Financial Group, Inc. | 11,880 | $576.0K | 0.14% | −6−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 11,900 | $577.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,129 | $588.2K | 0.00% | +19+0.2% | Added |
| Cullen Capital Management LLC | 12,593 | $610.6K | 0.01% | +1,526+13.8% | Added |
| Allworth Financial LP | 11,927 | $617.6K | 0.00% | −84−0.7% | Reduced |
| Canvas Wealth Advisors, LLC | 11,693 | $623.5K | 0.19% | −2,865−19.7% | Reduced |
| Nisa Investment Advisors, LLC | 13,241 | $642.1K | 0.00% | +49+0.4% | Added |
| Two Sigma Investments, LP | 13,776 | $668.0K | 0.00% | +13,776 | New |
| Commonwealth Equity Services, LLC | 13,842 | $671.0K | 0.00% | +2,327+20.2% | Added |
| Oregon Public Employees Retirement Fund | 14,001 | $678.9K | 0.01% | −1,500−9.7% | Reduced |
| Pictet Asset Management Holding SA | 14,673 | $711.5K | 0.00% | +5,162+54.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $713.7K | 0.19% | 00.0% | Unchanged |
| Everence Capital Management Inc | 14,610 | $718.0K | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 14,827 | $719.0K | 0.00% | +1,224+9.0% | Added |
| Manchester Capital Management LLC | 14,862 | $720.7K | 0.09% | +10+0.1% | Added |
| Handelsbanken Fonder AB | 15,454 | $749.0K | 0.00% | +2,058+15.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,730 | $762.7K | 0.00% | −2,000−11.3% | Reduced |
| Stifel Financial Corp | 15,965 | $774.2K | 0.00% | −1,222−7.1% | Reduced |
| Arizona State Retirement System | 16,147 | $783.0K | 0.01% | +287+1.8% | Added |
| SEI Investments Co | 16,341 | $792.4K | 0.00% | −179−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 16,459 | $798.1K | 0.00% | −3,044−15.6% | Reduced |
| AQR Capital Management LLC | 16,591 | $804.5K | 0.00% | +16,591 | New |
| Twinbeech Capital LP | 17,178 | $833.0K | 0.02% | +17,178 | New |
| Creative Planning | 17,506 | $848.9K | 0.00% | −3,091−15.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,640 | $855.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 17,649 | $856.0K | 0.01% | −310−1.7% | Reduced |
| Capula Management Ltd | 17,697 | $858.1K | 0.01% | +17,697 | New |
| LPL Financial LLC | 18,193 | $882.2K | 0.00% | +1,178+6.9% | Added |
| Cubist Systematic Strategies, LLC | 18,340 | $889.3K | 0.02% | +18,340 | New |
| Voya Investment Management LLC | 19,243 | $933.1K | 0.00% | +336+1.8% | Added |
| Toroso Investments, LLC | 19,483 | $944.7K | 0.01% | +7,968+69.2% | Added |
| STRS Ohio | 20,200 | $979.5K | 0.00% | +15,900+369.8% | Added |
| UniSuper Management Pty Ltd | 20,221 | $980.5K | 0.01% | +5,800+40.2% | Added |
| Man Group plc | 20,630 | $1.00M | 0.00% | +20,630 | New |
| HighTower Advisors, LLC | 20,845 | $1.02M | 0.00% | +13+0.1% | Added |
| Vontobel Holding Ltd. | 21,194 | $1.03M | 0.00% | −1,547−6.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,296 | $1.03M | 0.00% | +21,296 | New |
| Teton Advisors, Inc. | 21,300 | $1.03M | 0.43% | −500−2.3% | Reduced |
| Hoylecohen, LLC | 21,580 | $1.05M | 0.08% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 21,730 | $1.05M | 1.04% | −855−3.8% | Reduced |
| State of Tennessee, Treasury Department | 22,015 | $1.07M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 22,287 | $1.08M | 0.00% | −2,992−11.8% | Reduced |
| Yousif Capital Management, LLC | 23,078 | $1.12M | 0.01% | −2,962−11.4% | Reduced |
| Royal Bank of Canada | 23,949 | $1.16M | 0.00% | +5,397+29.1% | Added |
| BNP Paribas Arbitrage, SA | 24,865 | $1.21M | 0.00% | −21,575−46.5% | Reduced |
| Squarepoint Ops LLC | 24,932 | $1.21M | 0.00% | +18,412+282.4% | Added |
| Allspring Global Investments Holdings, LLC | 25,459 | $1.23M | 0.00% | +3,118+14.0% | Added |
| Private Advisor Group, LLC | 26,480 | $1.28M | 0.01% | +87+0.3% | Added |
| Franklin Resources Inc | 26,846 | $1.30M | 0.00% | +4,086+18.0% | Added |
| Janus Henderson Group PLC | 28,598 | $1.39M | 0.00% | −296−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 28,840 | $1.40M | 0.04% | +2,549+9.7% | Added |
| Louisiana State Employees Retirement System | 29,100 | $1.41M | 0.03% | +500+1.7% | Added |