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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, Q3 2024

Institutional positions in California Water Service Group as of Sep 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
324
+29 vs. Q2 2024
Shares held
48.5M
+10.5M (+27.7%) vs. Q2 2024
Total value
$2.63B
+$785.3M (+42.7%) vs. Q2 2024
New holders
56
100 more added
Sold out
27
107 more reduced

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 324 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 heldQ3 2024: $2.63B
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, Q3 2024

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2024.

Institutions holding CWT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.10,426,012$565.3M0.01%+10,426,012New
Vanguard Group Inc7,356,414$398.9M0.01%+210,676+2.9%Added
T. Rowe Price Investment Management, Inc.3,321,384$180.1M0.11%+181,721+5.8%Added
State Street Corp3,055,258$165.7M0.01%−73,932−2.4%Reduced
Amundi2,171,564$116.7M0.04%+312,937+16.8%Added
Nuance Investments, LLC1,633,693$88.6M2.98%−1,041,933−38.9%Reduced
First Trust Advisors LP1,610,319$87.3M0.08%−74,351−4.4%Reduced
Geode Capital Management, LLC1,337,966$72.6M0.01%+24,275+1.8%Added
Dimensional Fund Advisors LP1,274,505$69.1M0.02%−14,235−1.1%Reduced
Morgan Stanley885,415$48.0M0.00%+179,283+25.4%Added
Invesco Ltd.879,041$47.7M0.01%−112,347−11.3%Reduced
Northern Trust Corp865,516$46.9M0.01%−84,517−8.9%Reduced
KBC Group NV718,309$38.9M0.12%00.0%Unchanged
Charles Schwab Investment Management Inc710,958$38.5M0.01%+48,055+7.2%Added
Cbre Clarion Securities LLC612,264$33.2M0.53%+132,825+27.7%Added
Norges Bank563,544$30.6M0.00%−37,200−6.2%Reduced
Legal & General Group Plc561,371$30.4M0.01%−44,578−7.4%Reduced
Bank of New York Mellon Corp523,217$28.4M0.01%−49,134−8.6%Reduced
Triodos Investment Management BV448,000$24.3M1.95%00.0%Unchanged
Citadel Advisors LLC373,786$20.3M0.02%+373,786New
Goldman Sachs Group Inc322,758$17.5M0.00%+137,547+74.3%Added
Nuveen Asset Management, LLC302,014$16.4M0.00%+126,337+71.9%Added
Principal Financial Group Inc277,595$15.1M0.01%−7,873−2.8%Reduced
Deprince Race & Zollo Inc267,341$14.5M0.28%−425,684−61.4%Reduced
Assenagon Asset Management S.A.252,833$13.7M0.03%+112,118+79.7%Added
Qube Research & Technologies Ltd250,201$13.6M0.02%+211,162+540.9%Added
Prudential Financial Inc228,799$12.4M0.02%+87,740+62.2%Added
UBS Asset Management Americas Inc214,299$11.6M0.00%+6,081+2.9%Added
Rhumbline Advisers206,189$11.2M0.01%−5,269−2.5%Reduced
Victory Capital Management Inc201,471$10.9M0.01%−87,621−30.3%Reduced
Thematics Asset Management186,470$10.1M0.40%+14,000+8.1%Added
JPMorgan Chase & Co161,661$8.77M0.00%+57,811+55.7%Added
Ameriprise Financial Inc160,867$8.72M0.00%−11,743−6.8%Reduced
Millennium Management LLC153,394$8.32M0.01%+96,451+169.4%Added
American Century Companies Inc147,933$8.02M0.00%+90,486+157.5%Added
ProShare Advisors LLC147,370$7.99M0.02%−6,829−4.4%Reduced
Bank of America Corp135,008$7.32M0.00%−18,207−11.9%Reduced
Great West Life Assurance Co128,034$6.95M0.01%−1,701−1.3%Reduced
Public Sector Pension Investment Board124,816$6.77M0.04%−2,300−1.8%Reduced
Barclays PLC119,645$6.49M0.00%+68,914+135.8%Added
Russell Investments Group, Ltd.113,551$6.16M0.01%−40,548−26.3%Reduced
Swiss National Bank112,800$6.12M0.00%−900−0.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys109,329$5.93M0.04%−5,706−5.0%Reduced
Deutsche Bank AG103,118$5.59M0.00%+4,926+5.0%Added
Aptus Capital Advisors, LLC102,041$5.53M0.08%+13,769+15.6%Added
Thrivent Financial for Lutherans93,769$5.08M0.01%+45,825+95.6%Added
UBS Group AG93,498$5.07M0.00%+20,121+27.4%Added
Northstar Asset Management Inc86,580$4.69M1.15%−2,282−2.6%Reduced
Price T Rowe Associates Inc86,438$4.69M0.00%+63+0.1%Added
Meiji Yasuda Asset Management Co Ltd.77,869$4.22M0.16%−2,795−3.5%Reduced
Citigroup Inc72,207$3.92M0.00%+31,831+78.8%Added
Twinbeech Capital LP72,176$3.91M0.07%+54,998+320.2%Added
Davy Global Fund Management Ltd71,261$3.86M0.40%−11,006−13.4%Reduced
Jane Street Group, LLC70,660$3.83M0.01%−20,870−22.8%Reduced
Maryland State Retirement & Pension System69,173$3.75M0.08%−272−0.4%Reduced
Arjuna Capital68,676$3.72M0.96%+68,676New
Martingale Asset Management L P67,711$3.67M0.08%+12,534+22.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)64,767$3.51M0.01%+407+0.6%Added
Alliancebernstein L.P.63,714$3.45M0.00%−5,838−8.4%Reduced
FMR LLC63,625$3.45M0.00%+26,299+70.5%Added
Duff & Phelps Investment Management Co63,554$3.45M0.04%+21,791+52.2%Added
Voya Investment Management LLC62,241$3.37M0.00%+42,998+223.4%Added
TD Asset Management Inc62,910$3.37M0.00%+11,200+21.7%Added
New York State Teachers Retirement System61,578$3.34M0.01%−1,000−1.6%Reduced
NFJ Investment Group, LLC61,435$3.33M0.10%−5,870−8.7%Reduced
Franklin Resources Inc58,258$3.10M0.00%+31,412+117.0%Added
Wells Fargo & Company57,141$3.10M0.00%+1,207+2.2%Added
Engineers Gate Manager LP57,100$3.10M0.06%+57,100New
New York State Common Retirement Fund56,955$3.09M0.00%−87,661−60.6%Reduced
Financial Counselors Inc56,360$3.06M0.05%−278−0.5%Reduced
Raymond James & Associates55,973$3.03M0.00%−189,396−77.2%Reduced
Clear Harbor Asset Management, LLC55,546$3.01M0.25%−475−0.8%Reduced
Trexquant Investment LP55,450$3.01M0.04%+55,450New
Storebrand Asset Management AS55,345$3.00M0.01%−10,159−15.5%Reduced
California State Teachers Retirement System54,642$2.96M0.00%−1,656−2.9%Reduced
Mercer Global Advisors Inc51,023$2.74M0.01%−3,295−6.1%Reduced
Man Group plc50,207$2.72M0.01%+29,577+143.4%Added
Allspring Global Investments Holdings, LLC49,861$2.70M0.00%+24,402+95.8%Added
Magellan Asset Management Ltd47,307$2.56M0.03%+2,138+4.7%Added
Envestnet Asset Management Inc46,646$2.53M0.00%−3,861−7.6%Reduced
HRT Financial LP44,685$2.42M0.01%+44,685New
Bridge City Capital, LLC44,345$2.40M0.66%+15,044+51.3%Added
Gabelli Funds LLC43,200$2.34M0.02%00.0%Unchanged
ExodusPoint Capital Management, LP43,127$2.34M0.02%+37,058+610.6%Added
AQR Capital Management LLC41,529$2.25M0.00%+24,938+150.3%Added
Cubist Systematic Strategies, LLC40,310$2.19M0.03%+21,970+119.8%Added
Mirae Asset Global ETFs Holdings Ltd.40,026$2.17M0.00%+2,248+6.0%Added
State of Wisconsin Investment Board39,775$2.16M0.01%−553−1.4%Reduced
Kovitz Investment Group Partners, LLC40,229$2.15M0.02%+40,229New
Susquehanna International Group, LLP37,597$2.04M0.00%+25,720+216.6%Added
Nia Impact Advisors, LLC37,550$2.04M0.68%+180.0%Added
State of New Jersey Common Pension Fund D36,856$2.00M0.01%−1,867−4.8%Reduced
CoreCommodity Management, LLC35,316$1.91M0.35%−1,285−3.5%Reduced
State of Alaska, Department of Revenue33,569$1.82M0.02%−340−1.0%Reduced
Bank of Montreal33,769$1.81M0.00%−965−2.8%Reduced
Corebridge Financial, Inc.33,263$1.80M0.01%−307−0.9%Reduced
MetLife Investment Management32,977$1.79M0.01%00.0%Unchanged
Macquarie Group Ltd31,443$1.70M0.00%−18,513−37.1%Reduced
Manufacturers Life Insurance Company, The31,390$1.70M0.00%−165−0.5%Reduced
Ensign Peak Advisors, Inc31,064$1.68M0.00%00.0%Unchanged