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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
Illinois Municipal Retirement Fund30,995$1.68M0.02%−1,689−5.2%Reduced
Janus Henderson Group PLC28,598$1.55M0.00%00.0%Unchanged
Louisiana State Employees Retirement System28,400$1.54M0.03%−700−2.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.28,031$1.52M0.01%+6,735+31.6%Added
BNP Paribas Arbitrage, SA27,181$1.47M0.00%+2,316+9.3%Added
Colony Group, LLC25,304$1.37M0.00%+25,304New
Atom Investors LP24,473$1.33M0.14%+13,290+118.8%Added
Royal Bank of Canada23,764$1.29M0.00%−185−0.8%Reduced
Algert Global LLC23,061$1.25M0.03%+17,250+296.9%Added
Mariner, LLC22,977$1.25M0.00%−18,778−45.0%Reduced
Private Advisor Group, LLC22,805$1.24M0.01%−3,675−13.9%Reduced
Yousif Capital Management, LLC22,724$1.23M0.01%−354−1.5%Reduced
Quest Partners LLC22,676$1.23M0.11%+16,966+297.1%Added
Comerica Bank21,860$1.19M0.00%−427−1.9%Reduced
Teton Advisors, Inc.21,300$1.15M0.52%00.0%Unchanged
Marshall Wace, LLP21,295$1.15M0.00%−55,556−72.3%Reduced
State of Tennessee, Treasury Department21,149$1.15M0.00%−866−3.9%Reduced
HighTower Advisors, LLC20,996$1.15M0.00%+151+0.7%Added
Wulff, Hansen & Co.20,700$1.12M1.05%−1,030−4.7%Reduced
Vontobel Holding Ltd.20,097$1.09M0.00%−1,097−5.2%Reduced
STRS Ohio20,000$1.08M0.00%−200−1.0%Reduced
Toroso Investments, LLC19,573$1.06M0.01%+90+0.5%Added
CenterBook Partners LP19,544$1.06M0.07%−16,490−45.8%Reduced
Handelsbanken Fonder AB19,454$1.05M0.00%+4,000+25.9%Added
LPL Financial LLC19,424$1.05M0.00%+1,231+6.8%Added
ClearAlpha Technologies LP18,461$1.00M0.43%+18,461New
Teachers Retirement System of the State of Kentucky17,640$956.0K0.01%00.0%Unchanged
SEI Investments Co17,366$941.6K0.00%+1,025+6.3%Added
Amalgamated Bank17,311$939.0K0.01%−338−1.9%Reduced
Arizona State Retirement System16,630$901.7K0.01%+483+3.0%Added
State Board of Administration of Florida Retirement System16,459$892.4K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.15,977$866.3K0.00%−23,615−59.6%Reduced
Centiva Capital, LP15,862$860.0K0.04%+15,862New
Teacher Retirement System of Texas15,744$854.0K0.00%+15,744New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main15,730$852.9K0.00%00.0%Unchanged
Alps Advisors Inc15,669$849.6K0.01%+15,669New
Van Eck Associates Corp15,909$843.0K0.00%+1,082+7.3%Added
Creative Planning15,094$818.4K0.00%−2,412−13.8%Reduced
Manchester Capital Management LLC14,862$805.8K0.09%00.0%Unchanged
Exchange Traded Concepts, LLC14,842$804.7K0.02%−13,998−48.5%Reduced
Farmers & Merchants Trust Co of Long Beach14,718$798.0K0.20%00.0%Unchanged
Everence Capital Management Inc14,610$792.0K0.05%00.0%Unchanged
Stifel Financial Corp14,178$768.7K0.00%−1,787−11.2%Reduced
Graham Capital Management, L.P.14,060$762.3K0.03%+2,593+22.6%Added
Nisa Investment Advisors, LLC13,826$749.6K0.00%+585+4.4%Added
Oregon Public Employees Retirement Fund13,801$748.3K0.01%−200−1.4%Reduced
Balyasny Asset Management LLC13,546$734.5K0.00%+7,885+139.3%Added
Verition Fund Management LLC13,299$721.1K0.00%+8,683+188.1%Added
Cullen Capital Management LLC12,697$688.4K0.01%+104+0.8%Added
Cetera Investment Advisers12,139$658.2K0.00%+10+0.1%Added
Inceptionr LLC12,100$656.1K0.16%+12,100New
Creative Financial Designs Inc12,041$652.9K0.06%+316+2.7%Added
Legato Capital Management LLC12,020$651.7K0.08%+3,182+36.0%Added
Allworth Financial LP11,939$647.3K0.00%+12+0.1%Added
Commonwealth Equity Services, LLC11,846$642.0K0.00%−1,996−14.4%Reduced
Sovereign Financial Group, Inc.11,734$636.2K0.15%−146−1.2%Reduced
Brandywine Global Investment Management, LLC11,900$633.3K0.00%00.0%Unchanged
Clean Yield Group11,485$622.7K0.20%00.0%Unchanged
Cerity Partners LLC11,270$611.1K0.00%+3,107+38.1%Added
Natixis Advisors, L.P.11,109$602.0K0.00%+682+6.5%Added
Sherbrooke Park Advisers LLC10,975$595.1K0.14%+10,975New
Edgestream Partners, L.P.10,876$589.7K0.03%−41,467−79.2%Reduced
Entropy Technologies, LP10,841$587.8K0.06%+10,841New
Tower Research Capital LLC (TRC)10,788$584.9K0.02%+1,419+15.1%Added
Intech Investment Management LLC10,784$584.7K0.01%+10,784New
Allianz Asset Management GmbH10,600$574.7K0.00%+3,300+45.2%Added
Voloridge Investment Management, LLC10,302$558.6K0.00%−91,455−89.9%Reduced
HSBC Holdings PLC10,340$557.2K0.00%+3,805+58.2%Added
SG Americas Securities, LLC10,214$554.0K0.00%−1,490−12.7%Reduced
Pathstone Holdings, LLC10,004$542.4K0.00%−207−2.0%Reduced
Holocene Advisors, LP9,732$527.7K0.00%−24,990−72.0%Reduced
D.A. Davidson & Co.9,724$527.3K0.00%+601+6.6%Added
XTX Topco Ltd9,475$513.7K0.04%+3,489+58.3%Added
Pictet Asset Management Holding SA9,232$500.6K0.00%−5,441−37.1%Reduced
Green Alpha Advisors, LLC9,123$494.7K0.39%−189−2.0%Reduced
CI Private Wealth, LLC9,093$493.0K0.00%−125−1.4%Reduced
Fox Run Management, L.L.C.9,059$491.2K0.11%−2,586−22.2%Reduced
Mutual of America Capital Management LLC8,848$479.7K0.01%−645−6.8%Reduced
Daiwa Securities Group Inc.8,619$467.0K0.00%+782+10.0%Added
Cornercap Investment Counsel Inc8,609$466.8K0.14%+8,609New
Dynamic Technology Lab Private Ltd7,749$420.0K0.04%−21,400−73.4%Reduced
Public Employees Retirement Association of Colorado7,737$420.0K0.00%00.0%Unchanged
MQS Management LLC7,683$416.6K0.23%+7,683New
IFM Investors Pty Ltd7,639$414.2K0.00%−367−4.6%Reduced
Blackhill Capital Inc7,600$412.1K0.02%00.0%Unchanged
Versor Investments LP7,565$410.2K0.06%−100−1.3%Reduced
ELCO Management Co., LLC7,504$406.9K0.22%00.0%Unchanged
Sound Income Strategies, LLC7,210$390.9K0.03%00.0%Unchanged
TRUE Private Wealth Advisors7,200$390.4K0.05%00.0%Unchanged
PFG Investments, LLC7,158$388.1K0.03%−258−3.5%Reduced
South Dakota Investment Council7,017$380.0K0.01%00.0%Unchanged
Los Angeles Capital Management LLC6,959$377.3K0.00%+6,959New
The PNC Financial Services Group, Inc.6,729$364.8K0.00%−347−4.9%Reduced
Jacobi Capital Management LLC6,641$360.1K0.03%−32−0.5%Reduced
Hutchinson Capital Management6,612$358.5K0.07%−10.0%Reduced
Wealth Architects, LLC6,582$356.9K0.04%+86+1.3%Added
Janney Montgomery Scott LLC6,348$344.0K0.00%+6,348New
Sciencast Management LP6,220$337.2K0.10%+6,220New
Mitchell McLeod Pugh & Williams Inc6,000$325.3K0.07%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC5,992$324.9K0.00%+686+12.9%Added