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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 5,563 | $269.7K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,330 | $258.5K | 0.00% | −272−4.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,306 | $257.3K | 0.00% | +5,306 | New |
| Virtu Financial LLC | 5,233 | $254.0K | 0.02% | +5,233 | New |
| Point72 (DIFC) Ltd | 5,073 | $246.0K | 0.02% | +5,073 | New |
| Wellington Shields & Co., LLC | 5,000 | $242.4K | 0.08% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,968 | $240.9K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,868 | $236.0K | 0.00% | −192−3.8% | Reduced |
| Ethic Inc. | 4,828 | $234.1K | 0.01% | −310−6.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,800 | $232.8K | 0.23% | +4,800 | New |
| RSM US Wealth Management LLC | 4,785 | $231.5K | 0.00% | +4,785 | New |
| Advisor Group Holdings, Inc. | 4,640 | $225.0K | 0.00% | −19,496−80.8% | Reduced |
| Kepos Capital LP | 4,644 | $225.0K | 0.09% | −178−3.7% | Reduced |
| Baird Financial Group, Inc. | 4,636 | $224.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,636 | $224.8K | 0.00% | +4,636 | New |
| Verition Fund Management LLC | 4,616 | $223.8K | 0.00% | +4,616 | New |
| Phoenix Holdings Ltd. | 4,458 | $215.3K | 0.00% | +73+1.7% | Added |
| Gsa Capital Partners LLP | 4,427 | $215.0K | 0.02% | +4,427 | New |
| Cambridge Investment Research Advisors, Inc. | 4,246 | $206.0K | 0.00% | +4,246 | New |
| Steward Partners Investment Advisory, LLC | 3,779 | $183.2K | 0.00% | −385−9.2% | Reduced |
| Quadrant Capital Group LLC | 3,437 | $166.7K | 0.01% | +1,103+47.3% | Added |
| EntryPoint Capital, LLC | 3,089 | $149.8K | 0.07% | +3,089 | New |
| Global Retirement Partners, LLC | 2,910 | $141.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,624 | $127.2K | 0.01% | +20+0.8% | Added |
| GHP Investment Advisors, Inc. | 2,248 | $109.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,080 | $100.9K | 0.01% | +518+33.2% | Added |
| Broadwater Capital Management LLC | 1,960 | $95.0K | 0.07% | −1,680−46.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,745 | $84.6K | 0.02% | +1,745 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $80.5K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $78.6K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,605 | $77.0K | 0.00% | +1,605 | New |
| Natixis Investment Managers International | 1,468 | $71.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,349 | $65.0K | 0.00% | +642+90.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $60.3K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $48.5K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 900 | $43.6K | 0.00% | −250−21.7% | Reduced |
| Clarity Asset Management, Inc. | 856 | $41.5K | 0.03% | −19−2.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $41.5K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 846 | $41.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 823 | $39.9K | 0.01% | +431+109.9% | Added |
| Pinnacle Bancorp, Inc. | 670 | $32.5K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 636 | $30.8K | 0.00% | +42+7.1% | 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 |
| Banque Cantonale Vaudoise | 600 | $29.0K | 0.00% | +47+8.5% | Added |
| Northwestern Mutual Wealth Management Co | 533 | $25.9K | 0.00% | −2−0.4% | Reduced |
| Hexagon Capital Partners LLC | 528 | $25.6K | 0.01% | −3−0.6% | Reduced |
| Tower View Investment Management & Research LLC | 518 | $25.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 431 | $20.9K | 0.00% | +431 | New |
| Signaturefd, LLC | 429 | $20.8K | 0.00% | −40−8.5% | Reduced |
| HM Payson & Co | 420 | $20.4K | 0.00% | −420−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 362 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 353 | $17.1K | 0.01% | +2+0.6% | Added |
| 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 |
| Parallel Advisors, LLC | 314 | $15.2K | 0.00% | −544−63.4% | Reduced |
| Central Trust Co | 304 | $14.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 286 | $13.9K | 0.00% | +286 | New |
| AdvisorNet Financial, Inc | 202 | $9.79K | 0.00% | −41−16.9% | Reduced |
| IFP Advisors, Inc | 187 | $9.07K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $8.49K | 0.00% | −179−50.6% | Reduced |
| BFSG, LLC | 145 | $7.03K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $7.03K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.89K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 142 | $6.60K | 0.00% | +96+208.7% | Added |
| First Pacific Financial | 129 | $6.26K | 0.00% | +129 | New |
| Smartleaf Asset Management LLC | 123 | $5.95K | 0.00% | +123 | New |
| Fifth Third Bancorp | 121 | $5.87K | 0.00% | −39−24.4% | Reduced |
| Versant Capital Management, Inc | 119 | $5.77K | 0.00% | −27−18.5% | Reduced |
| Bessemer Group Inc | 95 | $5.00K | 0.00% | −62−39.5% | Reduced |
| MCF Advisors LLC | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $4.01K | 0.00% | +36+92.3% | Added |
| CIBC Private Wealth Group, LLC | 73 | $3.52K | 0.00% | −337−82.2% | Reduced |
| 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 |
| Ridgewood Investments LLC | 66 | $3.20K | 0.00% | +66 | New |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $2.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 49 | $2.38K | 0.00% | +9+22.5% | Added |
| St Germain D J Co Inc | 47 | $2.28K | 0.00% | +47 | New |
| Lindbrook Capital, LLC | 44 | $2.13K | 0.00% | −57−56.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $1.79K | 0.00% | −11−22.9% | Reduced |
| Farther Finance Advisors, LLC | 26 | $1.26K | 0.00% | +7+36.8% | Added |
| Custom Portfolio Group LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.12K | 0.00% | +1+4.5% | Added |
| Coppell Advisory Solutions LLC | 22 | $1.07K | 0.00% | +22 | New |
| Triad Wealth Partners, LLC | 22 | $1.07K | 0.00% | +22 | New |
| Simplex Trading, LLC | 37 | $1.00K | 0.00% | −13−26.0% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $922 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11 | $533 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $437 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $340 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 7 | $339 | 0.00% | +7 | New |
| Castleview Partners, LLC | 6 | $291 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $291 | 0.00% | +1+20.0% | Added |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −861,344−100.0% | Sold out |