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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 4,108 | $186.7K | 0.00% | +635+18.3% | Added |
| Virtu Financial LLC | 4,423 | $200.0K | 0.01% | +4,423 | New |
| Ieq Capital, LLC | 4,467 | $202.5K | 0.00% | +4,467 | New |
| RSM US Wealth Management LLC | 4,472 | $203.2K | 0.00% | −962−17.7% | Reduced |
| Asset Planning,Inc | 4,500 | $204.0K | 0.16% | +4,500 | New |
| Baird Financial Group, Inc. | 4,694 | $212.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 4,768 | $216.1K | 0.00% | −12,598−72.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,800 | $217.6K | 0.22% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,838 | $219.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,853 | $220.0K | 0.09% | +4,853 | New |
| Aigen Investment Management, LP | 4,954 | $224.6K | 0.04% | +760+18.1% | Added |
| Mission Wealth Management, LP | 4,968 | $225.2K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,000 | $226.7K | 0.07% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,034 | $228.2K | 0.00% | −7,663−60.4% | Reduced |
| Atria Wealth Solutions, Inc. | 5,067 | $229.7K | 0.00% | +5,067 | New |
| Ballentine Partners, LLC | 5,153 | $233.6K | 0.00% | +5,153 | New |
| Versor Investments LP | 5,448 | $247.0K | 0.04% | −2,117−28.0% | Reduced |
| CIBC World Markets Corp | 5,578 | $252.9K | 0.00% | +5,578 | New |
| US Bancorp | 5,816 | $263.6K | 0.00% | +479+9.0% | Added |
| Marshall Wace, LLP | 5,887 | $266.9K | 0.00% | −15,408−72.4% | Reduced |
| CIBC Asset Management Inc | 5,897 | $267.3K | 0.00% | +1,858+46.0% | Added |
| XTX Topco Ltd | 5,941 | $269.3K | 0.02% | −3,534−37.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $272.0K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 6,038 | $274.0K | 0.01% | +6,038 | New |
| Allianz Asset Management GmbH | 6,100 | $276.5K | 0.00% | −4,500−42.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,236 | $282.7K | 0.01% | +464+8.0% | Added |
| Los Angeles Capital Management LLC | 6,269 | $284.2K | 0.00% | −690−9.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,498 | $294.6K | 0.00% | −231−3.4% | Reduced |
| Twinbeech Capital LP | 6,513 | $295.2K | 0.01% | −65,663−91.0% | Reduced |
| ELCO Management Co., LLC | 6,555 | $297.1K | 0.16% | −949−12.6% | Reduced |
| Ethic Inc. | 6,563 | $297.5K | 0.01% | +1,425+27.7% | Added |
| Wealth Architects, LLC | 6,573 | $298.0K | 0.03% | −9−0.1% | Reduced |
| Hutchinson Capital Management | 6,611 | $299.7K | 0.06% | −10.0% | Reduced |
| PFG Investments, LLC | 6,660 | $301.9K | 0.02% | −498−7.0% | Reduced |
| Maple Capital Management, Inc. | 6,667 | $302.2K | 0.02% | +6,667 | New |
| Jacobi Capital Management LLC | 6,688 | $303.2K | 0.02% | +47+0.7% | Added |
| Brevan Howard Capital Management LP | 6,746 | $305.8K | 0.01% | +1,961+41.0% | Added |
| Kingswood Wealth Advisors, LLC | 6,925 | $313.9K | 0.02% | +6,925 | New |
| South Dakota Investment Council | 7,017 | $318.0K | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 7,200 | $326.4K | 0.04% | 00.0% | Unchanged |
| Groupe la Francaise | 7,204 | $326.6K | 0.01% | +7,204 | New |
| Sound Income Strategies, LLC | 7,210 | $326.8K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 7,600 | $344.5K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,680 | $348.0K | 0.02% | −6,930−47.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,737 | $351.0K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 7,887 | $357.5K | 0.00% | +248+3.2% | Added |
| Canvas Wealth Advisors, LLC | 7,901 | $358.2K | 0.09% | +2,196+38.5% | Added |
| Penn Mutual Asset Management, LLC | 8,050 | $364.9K | 0.66% | +3,650+83.0% | Added |
| Inceptionr LLC | 8,087 | $366.6K | 0.08% | −4,013−33.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,219 | $372.6K | 0.00% | −19,812−70.7% | Reduced |
| Green Alpha Advisors, LLC | 8,586 | $389.2K | 0.31% | −537−5.9% | Reduced |
| Cornercap Investment Counsel Inc | 8,609 | $390.2K | 0.13% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,896 | $403.3K | 0.00% | −40,965−82.2% | Reduced |
| Pathstone Holdings, LLC | 8,965 | $406.4K | 0.00% | −1,039−10.4% | Reduced |
| Mutual of America Capital Management LLC | 9,008 | $408.3K | 0.00% | +160+1.8% | Added |
| Cerity Partners LLC | 8,680 | $415.4K | 0.00% | −2,590−23.0% | Reduced |
| CI Private Wealth, LLC | 9,420 | $427.0K | 0.00% | +327+3.6% | Added |
| D.A. Davidson & Co. | 9,558 | $433.3K | 0.00% | −166−1.7% | Reduced |
| Mackenzie Financial Corp | 9,622 | $436.2K | 0.00% | +5,684+144.3% | Added |
| Daiwa Securities Group Inc. | 9,712 | $440.0K | 0.00% | +1,093+12.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,830 | $445.6K | 0.00% | −5,900−37.5% | Reduced |
| HSBC Holdings PLC | 10,499 | $475.8K | 0.00% | +159+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,534 | $477.5K | 0.00% | +4,542+75.8% | Added |
| Natixis Advisors, L.P. | 10,988 | $498.0K | 0.00% | −121−1.1% | Reduced |
| Sovereign Financial Group, Inc. | 11,206 | $508.0K | 0.12% | −528−4.5% | Reduced |
| Clean Yield Group | 11,485 | $520.6K | 0.17% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,561 | $524.1K | 0.02% | −4,301−27.1% | Reduced |
| Allworth Financial LP | 12,400 | $533.6K | 0.00% | +461+3.9% | Added |
| Pictet Asset Management Holding SA | 11,886 | $538.8K | 0.00% | +2,654+28.7% | Added |
| Legato Capital Management LLC | 12,020 | $544.9K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,086 | $547.9K | 0.00% | −53−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 12,100 | $548.5K | 0.00% | +12,100 | New |
| Dark Forest Capital Management LP | 12,127 | $549.7K | 0.08% | +12,127 | New |
| Commonwealth Equity Services, LLC | 12,228 | $554.0K | 0.00% | +382+3.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,323 | $558.6K | 0.01% | +12,323 | New |
| Creative Financial Designs Inc | 12,666 | $574.2K | 0.05% | +625+5.2% | Added |
| Stifel Financial Corp | 13,085 | $593.2K | 0.00% | −1,093−7.7% | Reduced |
| Squarepoint Ops LLC | 13,283 | $602.1K | 0.00% | +13,283 | New |
| Farmers & Merchants Trust Co of Long Beach | 13,500 | $612.0K | 0.15% | −1,218−8.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,554 | $614.4K | 0.04% | +9,151+207.8% | Added |
| Toroso Investments, LLC | 13,900 | $630.1K | 0.01% | −5,673−29.0% | Reduced |
| Nisa Investment Advisors, LLC | 13,991 | $634.2K | 0.00% | +165+1.2% | Added |
| Oregon Public Employees Retirement Fund | 14,001 | $634.7K | 0.01% | +200+1.4% | Added |
| Creative Planning | 14,161 | $641.9K | 0.00% | −933−6.2% | Reduced |
| Entropy Technologies, LP | 14,728 | $667.6K | 0.07% | +3,887+35.9% | Added |
| Manchester Capital Management LLC | 14,881 | $674.6K | 0.08% | +19+0.1% | Added |
| State Board of Administration of Florida Retirement System | 16,459 | $746.1K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,649 | $754.7K | 0.00% | −6,156−27.0% | Reduced |
| Arizona State Retirement System | 17,068 | $773.7K | 0.00% | +438+2.6% | Added |
| FMR LLC | 17,270 | $782.8K | 0.00% | −46,355−72.9% | Reduced |
| Amalgamated Bank | 17,364 | $787.0K | 0.01% | +53+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 17,640 | $800.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 17,851 | $809.0K | 0.00% | +1,942+12.2% | Added |
| Voya Investment Management LLC | 18,117 | $821.2K | 0.00% | −44,124−70.9% | Reduced |
| Alps Advisors Inc | 18,337 | $831.2K | 0.01% | +2,668+17.0% | Added |
| CenterBook Partners LP | 19,358 | $877.5K | 0.05% | −186−1.0% | Reduced |
| Voloridge Investment Management, LLC | 19,883 | $901.3K | 0.00% | +9,581+93.0% | Added |
| Atom Investors LP | 20,530 | $930.6K | 0.12% | −3,943−16.1% | Reduced |
| Wulff, Hansen & Co. | 20,640 | $935.6K | 0.89% | −60−0.3% | Reduced |
| Handelsbanken Fonder AB | 20,724 | $939.0K | 0.00% | +1,270+6.5% | Added |