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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 5,838 | $316.5K | 0.00% | +5,838 | New |
| Ameritas Investment Partners, Inc. | 5,772 | $313.0K | 0.01% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 5,705 | $309.3K | 0.09% | −5,988−51.2% | Reduced |
| RSM US Wealth Management LLC | 5,434 | $291.9K | 0.00% | +649+13.6% | Added |
| US Bancorp | 5,337 | $289.4K | 0.00% | −1,000−15.8% | Reduced |
| Glenmede Trust Co NA | 5,026 | $272.5K | 0.00% | +390+8.4% | Added |
| Wellington Shields & Co., LLC | 5,000 | $271.1K | 0.08% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 4,995 | $270.8K | 0.02% | −5,117−50.6% | Reduced |
| Mission Wealth Management, LP | 4,968 | $269.4K | 0.01% | 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 |
| Alan B. Lancz & Associates, Inc. | 4,800 | $260.3K | 0.24% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,785 | $259.4K | 0.01% | −5,530−53.6% | Reduced |
| Baird Financial Group, Inc. | 4,694 | $254.5K | 0.00% | +58+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,518 | $245.0K | 0.00% | +272+6.4% | Added |
| Veriti Management LLC | 4,441 | $240.8K | 0.01% | +4,441 | New |
| Ethic Inc. | 5,138 | $238.8K | 0.01% | +310+6.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,403 | $238.7K | 0.01% | −2,400−35.3% | Reduced |
| Penn Mutual Asset Management, LLC | 4,400 | $238.6K | 0.47% | +4,400 | New |
| Aigen Investment Management, LP | 4,194 | $227.4K | 0.04% | +4,194 | New |
| CIBC Asset Management Inc | 4,039 | $219.0K | 0.00% | +4,039 | New |
| JustInvest LLC | 4,035 | $218.8K | 0.00% | +4,035 | New |
| Delta Investment Management, LLC | 4,000 | $216.9K | 0.04% | +4,000 | New |
| Phoenix Holdings Ltd. | 3,974 | $215.9K | 0.00% | −484−10.9% | Reduced |
| Mackenzie Financial Corp | 3,938 | $213.5K | 0.00% | +3,938 | New |
| Boston Family Office LLC | 3,865 | $210.0K | 0.01% | +3,865 | New |
| Steward Partners Investment Advisory, LLC | 3,789 | $205.4K | 0.00% | +10+0.3% | Added |
| Xponance, Inc. | 3,755 | $203.6K | 0.00% | +3,755 | New |
| Old Port Advisors | 3,733 | $202.4K | 0.06% | +3,733 | New |
| Kepos Capital LP | 3,605 | $195.0K | 0.09% | −1,039−22.4% | Reduced |
| Quadrant Capital Group LLC | 3,531 | $191.5K | 0.01% | +94+2.7% | Added |
| Lazard Asset Management LLC | 3,514 | $190.0K | 0.00% | +1,909+118.9% | Added |
| Advisor Group Holdings, Inc. | 3,473 | $188.3K | 0.00% | −1,167−25.2% | Reduced |
| CWM, LLC | 3,090 | $168.0K | 0.00% | +1,741+129.1% | Added |
| Global Retirement Partners, LLC | 2,910 | $157.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,664 | $144.4K | 0.01% | +40+1.5% | Added |
| nVerses Capital, LLC | 2,200 | $119.3K | 0.05% | +2,200 | New |
| GHP Investment Advisors, Inc. | 2,013 | $109.1K | 0.01% | −235−10.5% | Reduced |
| Danske Bank A/S | 2,000 | $108.4K | 0.00% | +2,000 | New |
| Broadwater Capital Management LLC | 1,960 | $106.3K | 0.08% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $90.1K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $87.8K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,616 | $87.6K | 0.01% | +1,616 | New |
| Federated Hermes, Inc. | 1,543 | $83.7K | 0.00% | +1,543 | New |
| Natixis Investment Managers International | 1,468 | $79.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,450 | $79.0K | 0.00% | +1,450 | New |
| Whittier Trust Co of Nevada Inc | 1,243 | $67.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,236 | $67.0K | 0.01% | +413+50.2% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $54.2K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,022 | $54.1K | 0.00% | +1,022 | New |
| State of Wyoming | 969 | $52.5K | 0.01% | +969 | New |
| Allianz SE | 900 | $48.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $46.4K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 851 | $46.1K | 0.03% | −5−0.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 846 | $45.9K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 808 | $43.8K | 0.00% | −1,272−61.2% | Reduced |
| Banque Cantonale Vaudoise | 785 | $43.0K | 0.00% | +185+30.8% | Added |
| NBT Bank N A | 700 | $38.0K | 0.00% | +700 | New |
| Pinnacle Bancorp, Inc. | 670 | $36.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 647 | $35.1K | 0.00% | +11+1.7% | Added |
| Harbour Investments, Inc. | 600 | $32.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 541 | $28.9K | 0.00% | +541 | New |
| Hexagon Capital Partners LLC | 526 | $28.5K | 0.01% | −2−0.4% | Reduced |
| Tower View Investment Management & Research LLC | 518 | $28.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 472 | $25.6K | 0.00% | +43+10.0% | Added |
| Ronald Blue Trust, Inc. | 505 | $24.5K | 0.00% | +363+255.6% | Added |
| Larson Financial Group LLC | 431 | $23.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 420 | $22.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $21.7K | 0.00% | +400 | New |
| Capital Advisors, Ltd. LLC | 362 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 355 | $19.2K | 0.01% | +2+0.6% | Added |
| IFP Advisors, Inc | 353 | $19.1K | 0.00% | +166+88.8% | Added |
| Parallel Advisors, LLC | 311 | $16.9K | 0.00% | −3−1.0% | Reduced |
| Central Trust Co | 304 | $16.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Capital Performance Advisors LLP | 273 | $14.8K | 0.00% | +273 | New |
| Northwestern Mutual Wealth Management Co | 261 | $14.2K | 0.00% | −272−51.0% | Reduced |
| SRS Capital Advisors, Inc. | 254 | $13.8K | 0.00% | −32−11.2% | Reduced |
| Bessemer Group Inc | 243 | $13.0K | 0.00% | +148+155.8% | Added |
| Point72 (DIFC) Ltd | 221 | $12.0K | 0.00% | −4,852−95.6% | Reduced |
| Darwin Advisors, LLC | 217 | $11.8K | 0.00% | +217 | New |
| AdvisorNet Financial, Inc | 202 | $11.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $10.8K | 0.00% | −400−66.7% | Reduced |
| Smartleaf Asset Management LLC | 195 | $10.4K | 0.00% | +72+58.5% | Added |
| Sterling Capital Management LLC | 162 | $8.78K | 0.00% | +162 | New |
| BFSG, LLC | 145 | $7.86K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $7.86K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 144 | $7.81K | 0.00% | +144 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $7.70K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 139 | $7.54K | 0.00% | +18+14.9% | Added |
| Umb Bank N A | 134 | $7.26K | 0.00% | +66+97.1% | Added |
| Hemington Wealth Management | 144 | $7.00K | 0.00% | +144 | New |
| First Pacific Financial | 125 | $6.78K | 0.00% | −4−3.1% | Reduced |
| Hillsdale Investment Management Inc. | 110 | $5.96K | 0.00% | +110 | New |
| Principal Securities, Inc. | 103 | $5.58K | 0.00% | +66+178.4% | Added |
| MCF Advisors LLC | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $5.37K | 0.00% | −20−16.8% | Reduced |
| Continuum Advisory, LLC | 102 | $5.12K | 0.00% | +102 | New |
| North Star Investment Management Corp. | 93 | $5.07K | 0.00% | +93 | New |