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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $108 | 0.00% | +2 | New |
| Assetmark, Inc | 4 | $217 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $272 | 0.00% | −4−44.4% | Reduced |
| Mendota Financial Group, LLC | 5 | $272 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $326 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $488 | 0.00% | +2+28.6% | Added |
| Financial Gravity Companies, Inc. | 13 | $705 | 0.00% | +13 | New |
| Coppell Advisory Solutions LLC | 22 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.52K | 0.00% | +9+47.4% | Added |
| Farther Finance Advisors, LLC | 38 | $2.05K | 0.00% | +12+46.2% | Added |
| Farmers & Merchants Investments Inc | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 44 | $2.39K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 47 | $2.55K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 49 | $2.66K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 55 | $2.98K | 0.00% | +55 | New |
| Hantz Financial Services, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $3.22K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 66 | $3.58K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 73 | $3.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $3.96K | 0.00% | +5+7.4% | Added |
| EverSource Wealth Advisors, LLC | 75 | $4.07K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 80 | $4.34K | 0.00% | −8,229−99.0% | Reduced |
| North Star Investment Management Corp. | 93 | $5.07K | 0.00% | +93 | New |
| Continuum Advisory, LLC | 102 | $5.12K | 0.00% | +102 | New |
| Versant Capital Management, Inc | 99 | $5.37K | 0.00% | −20−16.8% | Reduced |
| MCF Advisors LLC | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 103 | $5.58K | 0.00% | +66+178.4% | Added |
| Hillsdale Investment Management Inc. | 110 | $5.96K | 0.00% | +110 | New |
| First Pacific Financial | 125 | $6.78K | 0.00% | −4−3.1% | Reduced |
| Hemington Wealth Management | 144 | $7.00K | 0.00% | +144 | New |
| Umb Bank N A | 134 | $7.26K | 0.00% | +66+97.1% | Added |
| Fifth Third Bancorp | 139 | $7.54K | 0.00% | +18+14.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $7.70K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 144 | $7.81K | 0.00% | +144 | New |
| BFSG, LLC | 145 | $7.86K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $7.86K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 162 | $8.78K | 0.00% | +162 | New |
| Smartleaf Asset Management LLC | 195 | $10.4K | 0.00% | +72+58.5% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $10.8K | 0.00% | −400−66.7% | Reduced |
| AdvisorNet Financial, Inc | 202 | $11.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 217 | $11.8K | 0.00% | +217 | New |
| Point72 (DIFC) Ltd | 221 | $12.0K | 0.00% | −4,852−95.6% | Reduced |
| Bessemer Group Inc | 243 | $13.0K | 0.00% | +148+155.8% | Added |
| SRS Capital Advisors, Inc. | 254 | $13.8K | 0.00% | −32−11.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 261 | $14.2K | 0.00% | −272−51.0% | Reduced |
| Capital Performance Advisors LLP | 273 | $14.8K | 0.00% | +273 | New |
| Millburn Ridgefield Corp | 284 | $15.4K | 0.00% | −32−10.1% | Reduced |
| Catalyst Capital Advisors LLC | 284 | $15.4K | 0.00% | −32−10.1% | Reduced |
| Central Trust Co | 304 | $16.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 311 | $16.9K | 0.00% | −3−1.0% | Reduced |
| IFP Advisors, Inc | 353 | $19.1K | 0.00% | +166+88.8% | Added |
| Rise Advisors, LLC | 355 | $19.2K | 0.01% | +2+0.6% | Added |
| Capital Advisors, Ltd. LLC | 362 | $20.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $21.7K | 0.00% | +400 | New |
| HM Payson & Co | 420 | $22.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 431 | $23.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 505 | $24.5K | 0.00% | +363+255.6% | Added |
| Signaturefd, LLC | 472 | $25.6K | 0.00% | +43+10.0% | Added |
| Tower View Investment Management & Research LLC | 518 | $28.1K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 526 | $28.5K | 0.01% | −2−0.4% | Reduced |
| Jones Financial Companies LLLP | 541 | $28.9K | 0.00% | +541 | New |
| Harbour Investments, Inc. | 600 | $32.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 647 | $35.1K | 0.00% | +11+1.7% | Added |
| Pinnacle Bancorp, Inc. | 670 | $36.3K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 700 | $38.0K | 0.00% | +700 | New |
| Banque Cantonale Vaudoise | 785 | $43.0K | 0.00% | +185+30.8% | Added |
| Ostrum Asset Management | 808 | $43.8K | 0.00% | −1,272−61.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 846 | $45.9K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 851 | $46.1K | 0.03% | −5−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $46.4K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 900 | $48.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 969 | $52.5K | 0.01% | +969 | New |
| Bokf, NA | 1,022 | $54.1K | 0.00% | +1,022 | New |
| Kelly Lawrence W & Associates Inc | 1,000 | $54.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,236 | $67.0K | 0.01% | +413+50.2% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $67.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,450 | $79.0K | 0.00% | +1,450 | New |
| Natixis Investment Managers International | 1,468 | $79.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,543 | $83.7K | 0.00% | +1,543 | New |
| FinTrust Capital Advisors, LLC | 1,616 | $87.6K | 0.01% | +1,616 | New |
| Sittner & Nelson, LLC | 1,620 | $87.8K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $90.1K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,960 | $106.3K | 0.08% | 00.0% | Unchanged |
| Danske Bank A/S | 2,000 | $108.4K | 0.00% | +2,000 | New |
| GHP Investment Advisors, Inc. | 2,013 | $109.1K | 0.01% | −235−10.5% | Reduced |
| nVerses Capital, LLC | 2,200 | $119.3K | 0.05% | +2,200 | New |
| Rothschild Investment LLC | 2,664 | $144.4K | 0.01% | +40+1.5% | Added |
| Global Retirement Partners, LLC | 2,910 | $157.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,090 | $168.0K | 0.00% | +1,741+129.1% | Added |
| Advisor Group Holdings, Inc. | 3,473 | $188.3K | 0.00% | −1,167−25.2% | Reduced |
| Lazard Asset Management LLC | 3,514 | $190.0K | 0.00% | +1,909+118.9% | Added |
| Quadrant Capital Group LLC | 3,531 | $191.5K | 0.01% | +94+2.7% | Added |
| Kepos Capital LP | 3,605 | $195.0K | 0.09% | −1,039−22.4% | Reduced |
| Old Port Advisors | 3,733 | $202.4K | 0.06% | +3,733 | New |
| Xponance, Inc. | 3,755 | $203.6K | 0.00% | +3,755 | New |
| Steward Partners Investment Advisory, LLC | 3,789 | $205.4K | 0.00% | +10+0.3% | Added |
| Boston Family Office LLC | 3,865 | $210.0K | 0.01% | +3,865 | New |
| Mackenzie Financial Corp | 3,938 | $213.5K | 0.00% | +3,938 | New |