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 |
|---|---|---|---|---|---|
| Deprince Race & Zollo Inc | 267,341 | $14.5M | 0.28% | −425,684−61.4% | Reduced |
| Principal Financial Group Inc | 277,595 | $15.1M | 0.01% | −7,873−2.8% | Reduced |
| Nuveen Asset Management, LLC | 302,014 | $16.4M | 0.00% | +126,337+71.9% | Added |
| Goldman Sachs Group Inc | 322,758 | $17.5M | 0.00% | +137,547+74.3% | Added |
| Citadel Advisors LLC | 373,786 | $20.3M | 0.02% | +373,786 | New |
| Triodos Investment Management BV | 448,000 | $24.3M | 1.95% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 523,217 | $28.4M | 0.01% | −49,134−8.6% | Reduced |
| Legal & General Group Plc | 561,371 | $30.4M | 0.01% | −44,578−7.4% | Reduced |
| Norges Bank | 563,544 | $30.6M | 0.00% | −37,200−6.2% | Reduced |
| Cbre Clarion Securities LLC | 612,264 | $33.2M | 0.53% | +132,825+27.7% | Added |
| Charles Schwab Investment Management Inc | 710,958 | $38.5M | 0.01% | +48,055+7.2% | Added |
| KBC Group NV | 718,309 | $38.9M | 0.12% | 00.0% | Unchanged |
| Northern Trust Corp | 865,516 | $46.9M | 0.01% | −84,517−8.9% | Reduced |
| Invesco Ltd. | 879,041 | $47.7M | 0.01% | −112,347−11.3% | Reduced |
| Morgan Stanley | 885,415 | $48.0M | 0.00% | +179,283+25.4% | Added |
| Dimensional Fund Advisors LP | 1,274,505 | $69.1M | 0.02% | −14,235−1.1% | Reduced |
| Geode Capital Management, LLC | 1,337,966 | $72.6M | 0.01% | +24,275+1.8% | Added |
| First Trust Advisors LP | 1,610,319 | $87.3M | 0.08% | −74,351−4.4% | Reduced |
| Nuance Investments, LLC | 1,633,693 | $88.6M | 2.98% | −1,041,933−38.9% | Reduced |
| Amundi | 2,171,564 | $116.7M | 0.04% | +312,937+16.8% | Added |
| State Street Corp | 3,055,258 | $165.7M | 0.01% | −73,932−2.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,321,384 | $180.1M | 0.11% | +181,721+5.8% | Added |
| Vanguard Group Inc | 7,356,414 | $398.9M | 0.01% | +210,676+2.9% | Added |
| BlackRock, Inc. | 10,426,012 | $565.3M | 0.01% | +10,426,012 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −266,781−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −109,400−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −82,192−100.0% | Sold out |
| First National Corp | 0 | $0 | 0.00% | −33,016−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,932−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −20,221−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −17,697−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,776−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −9,190−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −8,221−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,706−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −6,828−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −5,563−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Hoylecohen, LLC | – | – | – | – | Not filed |
| Custom Portfolio Group LLC | – | – | – | – | Not filed |