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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 3,974 | $215.9K | 0.00% | −484−10.9% | Reduced |
| Delta Investment Management, LLC | 4,000 | $216.9K | 0.04% | +4,000 | New |
| JustInvest LLC | 4,035 | $218.8K | 0.00% | +4,035 | New |
| CIBC Asset Management Inc | 4,039 | $219.0K | 0.00% | +4,039 | New |
| Aigen Investment Management, LP | 4,194 | $227.4K | 0.04% | +4,194 | New |
| Penn Mutual Asset Management, LLC | 4,400 | $238.6K | 0.47% | +4,400 | New |
| Y-Intercept (Hong Kong) Ltd | 4,403 | $238.7K | 0.01% | −2,400−35.3% | Reduced |
| Ethic Inc. | 5,138 | $238.8K | 0.01% | +310+6.4% | Added |
| Veriti Management LLC | 4,441 | $240.8K | 0.01% | +4,441 | New |
| Cambridge Investment Research Advisors, Inc. | 4,518 | $245.0K | 0.00% | +272+6.4% | Added |
| Baird Financial Group, Inc. | 4,694 | $254.5K | 0.00% | +58+1.3% | Added |
| Brevan Howard Capital Management LP | 4,785 | $259.4K | 0.01% | −5,530−53.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,800 | $260.3K | 0.24% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,838 | $262.0K | 0.00% | −30−0.6% | Reduced |
| International Assets Investment Management, LLC | 14,206 | $262.0K | 0.00% | +14,206 | New |
| Mission Wealth Management, LP | 4,968 | $269.4K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 4,995 | $270.8K | 0.02% | −5,117−50.6% | Reduced |
| Wellington Shields & Co., LLC | 5,000 | $271.1K | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,026 | $272.5K | 0.00% | +390+8.4% | Added |
| US Bancorp | 5,337 | $289.4K | 0.00% | −1,000−15.8% | Reduced |
| RSM US Wealth Management LLC | 5,434 | $291.9K | 0.00% | +649+13.6% | Added |
| Canvas Wealth Advisors, LLC | 5,705 | $309.3K | 0.09% | −5,988−51.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,772 | $313.0K | 0.01% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 5,838 | $316.5K | 0.00% | +5,838 | New |
| Wealth Enhancement Advisory Services, LLC | 5,992 | $324.9K | 0.00% | +686+12.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $325.3K | 0.07% | 00.0% | Unchanged |
| Sciencast Management LP | 6,220 | $337.2K | 0.10% | +6,220 | New |
| Janney Montgomery Scott LLC | 6,348 | $344.0K | 0.00% | +6,348 | New |
| Wealth Architects, LLC | 6,582 | $356.9K | 0.04% | +86+1.3% | Added |
| Hutchinson Capital Management | 6,612 | $358.5K | 0.07% | −10.0% | Reduced |
| Jacobi Capital Management LLC | 6,641 | $360.1K | 0.03% | −32−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,729 | $364.8K | 0.00% | −347−4.9% | Reduced |
| Los Angeles Capital Management LLC | 6,959 | $377.3K | 0.00% | +6,959 | New |
| South Dakota Investment Council | 7,017 | $380.0K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,158 | $388.1K | 0.03% | −258−3.5% | Reduced |
| TRUE Private Wealth Advisors | 7,200 | $390.4K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,210 | $390.9K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,504 | $406.9K | 0.22% | 00.0% | Unchanged |
| Versor Investments LP | 7,565 | $410.2K | 0.06% | −100−1.3% | Reduced |
| Blackhill Capital Inc | 7,600 | $412.1K | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 7,639 | $414.2K | 0.00% | −367−4.6% | Reduced |
| MQS Management LLC | 7,683 | $416.6K | 0.23% | +7,683 | New |
| Dynamic Technology Lab Private Ltd | 7,749 | $420.0K | 0.04% | −21,400−73.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,737 | $420.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 8,609 | $466.8K | 0.14% | +8,609 | New |
| Daiwa Securities Group Inc. | 8,619 | $467.0K | 0.00% | +782+10.0% | Added |
| Mutual of America Capital Management LLC | 8,848 | $479.7K | 0.01% | −645−6.8% | Reduced |
| Fox Run Management, L.L.C. | 9,059 | $491.2K | 0.11% | −2,586−22.2% | Reduced |
| CI Private Wealth, LLC | 9,093 | $493.0K | 0.00% | −125−1.4% | Reduced |
| Green Alpha Advisors, LLC | 9,123 | $494.7K | 0.39% | −189−2.0% | Reduced |
| Pictet Asset Management Holding SA | 9,232 | $500.6K | 0.00% | −5,441−37.1% | Reduced |
| XTX Topco Ltd | 9,475 | $513.7K | 0.04% | +3,489+58.3% | Added |
| D.A. Davidson & Co. | 9,724 | $527.3K | 0.00% | +601+6.6% | Added |
| Holocene Advisors, LP | 9,732 | $527.7K | 0.00% | −24,990−72.0% | Reduced |
| Pathstone Holdings, LLC | 10,004 | $542.4K | 0.00% | −207−2.0% | Reduced |
| SG Americas Securities, LLC | 10,214 | $554.0K | 0.00% | −1,490−12.7% | Reduced |
| HSBC Holdings PLC | 10,340 | $557.2K | 0.00% | +3,805+58.2% | Added |
| Voloridge Investment Management, LLC | 10,302 | $558.6K | 0.00% | −91,455−89.9% | Reduced |
| Allianz Asset Management GmbH | 10,600 | $574.7K | 0.00% | +3,300+45.2% | Added |
| Intech Investment Management LLC | 10,784 | $584.7K | 0.01% | +10,784 | New |
| Tower Research Capital LLC (TRC) | 10,788 | $584.9K | 0.02% | +1,419+15.1% | Added |
| Entropy Technologies, LP | 10,841 | $587.8K | 0.06% | +10,841 | New |
| Edgestream Partners, L.P. | 10,876 | $589.7K | 0.03% | −41,467−79.2% | Reduced |
| Sherbrooke Park Advisers LLC | 10,975 | $595.1K | 0.14% | +10,975 | New |
| Natixis Advisors, L.P. | 11,109 | $602.0K | 0.00% | +682+6.5% | Added |
| Cerity Partners LLC | 11,270 | $611.1K | 0.00% | +3,107+38.1% | Added |
| Clean Yield Group | 11,485 | $622.7K | 0.20% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 11,900 | $633.3K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 11,734 | $636.2K | 0.15% | −146−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 11,846 | $642.0K | 0.00% | −1,996−14.4% | Reduced |
| Allworth Financial LP | 11,939 | $647.3K | 0.00% | +12+0.1% | Added |
| Legato Capital Management LLC | 12,020 | $651.7K | 0.08% | +3,182+36.0% | Added |
| Creative Financial Designs Inc | 12,041 | $652.9K | 0.06% | +316+2.7% | Added |
| Inceptionr LLC | 12,100 | $656.1K | 0.16% | +12,100 | New |
| Cetera Investment Advisers | 12,139 | $658.2K | 0.00% | +10+0.1% | Added |
| Cullen Capital Management LLC | 12,697 | $688.4K | 0.01% | +104+0.8% | Added |
| Verition Fund Management LLC | 13,299 | $721.1K | 0.00% | +8,683+188.1% | Added |
| Balyasny Asset Management LLC | 13,546 | $734.5K | 0.00% | +7,885+139.3% | Added |
| Oregon Public Employees Retirement Fund | 13,801 | $748.3K | 0.01% | −200−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 13,826 | $749.6K | 0.00% | +585+4.4% | Added |
| Graham Capital Management, L.P. | 14,060 | $762.3K | 0.03% | +2,593+22.6% | Added |
| Stifel Financial Corp | 14,178 | $768.7K | 0.00% | −1,787−11.2% | Reduced |
| Everence Capital Management Inc | 14,610 | $792.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 14,718 | $798.0K | 0.20% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,842 | $804.7K | 0.02% | −13,998−48.5% | Reduced |
| Manchester Capital Management LLC | 14,862 | $805.8K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 15,094 | $818.4K | 0.00% | −2,412−13.8% | Reduced |
| Van Eck Associates Corp | 15,909 | $843.0K | 0.00% | +1,082+7.3% | Added |
| Alps Advisors Inc | 15,669 | $849.6K | 0.01% | +15,669 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,730 | $852.9K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,744 | $854.0K | 0.00% | +15,744 | New |
| Centiva Capital, LP | 15,862 | $860.0K | 0.04% | +15,862 | New |
| D. E. Shaw & Co., Inc. | 15,977 | $866.3K | 0.00% | −23,615−59.6% | Reduced |
| State Board of Administration of Florida Retirement System | 16,459 | $892.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,630 | $901.7K | 0.01% | +483+3.0% | Added |
| Amalgamated Bank | 17,311 | $939.0K | 0.01% | −338−1.9% | Reduced |
| SEI Investments Co | 17,366 | $941.6K | 0.00% | +1,025+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 17,640 | $956.0K | 0.01% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 18,461 | $1.00M | 0.43% | +18,461 | New |
| LPL Financial LLC | 19,424 | $1.05M | 0.00% | +1,231+6.8% | Added |