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, Q4 2024
Institutional positions in California Water Service Group as of Dec 31, 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
- 323
- +2 vs. Q3 2024
- Shares held
- 49.1M
- +732.0K (+1.5%) vs. Q3 2024
- Total value
- $2.23B
- −$396.5M (−15.1%) vs. Q3 2024
- New holders
- 41
- 129 more added
- Sold out
- 39
- 99 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Global Financial Private Client, LLC | 2 | $91 | 0.00% | +2 | New |
| Abound Wealth Management | 5 | $227 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $227 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $227 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $272 | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 8 | $363 | 0.00% | −1−11.1% | Reduced |
| Horizon Investments, LLC | 15 | $675 | 0.00% | +15 | New |
| Financial Gravity Companies, Inc. | 15 | $680 | 0.00% | +2+15.4% | Added |
| Farther Finance Advisors, LLC | 20 | $907 | 0.00% | −18−47.4% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $907 | 0.00% | −8−28.6% | Reduced |
| Coppell Advisory Solutions LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.04K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 26 | $1.18K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $1.86K | 0.00% | −3−6.8% | Reduced |
| Synergy Investment Management, LLC | 42 | $1.90K | 0.00% | +42 | New |
| Hantz Financial Services, Inc. | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 47 | $2.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $2.18K | 0.00% | +48 | New |
| Huntington National Bank | 49 | $2.22K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 62 | $2.81K | 0.00% | +62 | New |
| Ridgewood Investments LLC | 66 | $2.99K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 73 | $3.16K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $3.22K | 0.00% | −183−72.0% | Reduced |
| Massmutual Trust Co FSB | 74 | $3.35K | 0.00% | +1+1.4% | Added |
| SBI Securities Co., Ltd. | 79 | $3.58K | 0.00% | +79 | New |
| Versant Capital Management, Inc | 80 | $3.63K | 0.00% | −19−19.2% | Reduced |
| Umb Bank N A | 86 | $3.90K | 0.00% | −48−35.8% | Reduced |
| Venturi Wealth Management, LLC | 90 | $4.08K | 0.00% | +90 | New |
| LGT Financial Advisors LLC | 97 | $4.40K | 0.01% | −48−33.1% | Reduced |
| MCF Advisors LLC | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 104 | $4.71K | 0.00% | +104 | New |
| Principal Securities, Inc. | 115 | $5.21K | 0.00% | +12+11.7% | Added |
| Hillsdale Investment Management Inc. | 130 | $5.89K | 0.00% | +20+18.2% | Added |
| Fifth Third Bancorp | 131 | $5.94K | 0.00% | −8−5.8% | Reduced |
| Hemington Wealth Management | 145 | $6.00K | 0.00% | +1+0.7% | Added |
| BFSG, LLC | 136 | $6.17K | 0.00% | −9−6.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.36K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 200 | $9.07K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 202 | $9.16K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 217 | $9.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 223 | $10.1K | 0.00% | −282−55.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 261 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 287 | $13.0K | 0.00% | +44+18.1% | Added |
| Catalyst Capital Advisors LLC | 297 | $13.5K | 0.00% | +13+4.6% | Added |
| Allianz SE | 295 | $13.5K | 0.00% | −605−67.2% | Reduced |
| Central Trust Co | 304 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 324 | $14.7K | 0.00% | +13+4.2% | Added |
| EverSource Wealth Advisors, LLC | 329 | $14.9K | 0.00% | +254+338.7% | Added |
| Capital Advisors, Ltd. LLC | 362 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 357 | $16.2K | 0.01% | +2+0.6% | Added |
| IFP Advisors, Inc | 363 | $16.5K | 0.00% | +10+2.8% | Added |
| True Wealth Design, LLC | 380 | $17.2K | 0.01% | +325+590.9% | Added |
| Washington Trust Co | 400 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $18.1K | 0.02% | +400 | New |
| HM Payson & Co | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 443 | $20.1K | 0.00% | +12+2.8% | Added |
| Russell Investments Group, Ltd. | 456 | $20.7K | 0.00% | −113,095−99.6% | Reduced |
| Smartleaf Asset Management LLC | 503 | $23.0K | 0.00% | +308+157.9% | Added |
| Tower View Investment Management & Research LLC | 521 | $23.6K | 0.01% | +3+0.6% | Added |
| Jones Financial Companies LLLP | 542 | $24.5K | 0.00% | +1+0.2% | Added |
| Hexagon Capital Partners LLC | 556 | $25.2K | 0.00% | +30+5.7% | Added |
| Signaturefd, LLC | 557 | $25.2K | 0.00% | +85+18.0% | Added |
| Danske Bank A/S | 600 | $27.2K | 0.00% | −1,400−70.0% | Reduced |
| Harbour Investments, Inc. | 600 | $27.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $30.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 673 | $30.5K | 0.00% | +26+4.0% | Added |
| NBT Bank N A | 700 | $31.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 846 | $38.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $38.8K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 855 | $38.8K | 0.03% | +4+0.5% | Added |
| GAMMA Investing LLC | 982 | $44.5K | 0.00% | −254−20.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,122 | $47.0K | 0.00% | +100+9.8% | Added |
| Parkworth Wealth Management, Inc. | 1,114 | $50.5K | 0.04% | +1,114 | New |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,400 | $63.5K | 0.05% | −560−28.6% | Reduced |
| Sterling Capital Management LLC | 1,435 | $65.0K | 0.00% | +1,273+785.8% | Added |
| Shell Asset Management Co | 1,450 | $66.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,468 | $66.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $73.4K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $75.3K | 0.03% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,722 | $78.0K | 0.07% | +1,722 | New |
| Federated Hermes, Inc. | 1,969 | $89.3K | 0.00% | +426+27.6% | Added |
| GHP Investment Advisors, Inc. | 2,013 | $91.3K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,159 | $97.9K | 0.01% | +1,938+876.9% | Added |
| Millstone Evans Group, LLC | 2,250 | $102.0K | 0.07% | +2,250 | New |
| State of Wyoming | 2,291 | $103.9K | 0.01% | +1,322+136.4% | Added |
| Ostrum Asset Management | 2,320 | $105.2K | 0.01% | +1,512+187.1% | Added |
| Global Retirement Partners, LLC | 2,593 | $117.5K | 0.00% | −317−10.9% | Reduced |
| Rothschild Investment LLC | 2,639 | $119.6K | 0.01% | −25−0.9% | Reduced |
| GeoWealth Management, LLC | 2,733 | $123.9K | 0.00% | +2,733 | New |
| Quadrant Capital Group LLC | 2,847 | $129.1K | 0.01% | −684−19.4% | Reduced |
| CWM, LLC | 3,152 | $143.0K | 0.00% | +62+2.0% | Added |
| Lazard Asset Management LLC | 3,282 | $148.0K | 0.00% | −232−6.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,799 | $172.2K | 0.00% | +10+0.3% | Added |
| Tower Research Capital LLC (TRC) | 4,060 | $184.0K | 0.00% | −6,728−62.4% | Reduced |