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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 308,704 | $14.0M | 0.00% | +147,043+91.0% | Added |
| Qube Research & Technologies Ltd | 310,241 | $14.1M | 0.02% | +60,040+24.0% | Added |
| Nuveen Asset Management, LLC | 317,419 | $14.4M | 0.00% | +15,405+5.1% | Added |
| Triodos Investment Management BV | 493,000 | $22.3M | 1.81% | +45,000+10.0% | Added |
| Goldman Sachs Group Inc | 529,276 | $24.0M | 0.00% | +206,518+64.0% | Added |
| Legal & General Group Plc | 553,203 | $25.1M | 0.01% | −8,168−1.5% | Reduced |
| KBC Group NV | 626,296 | $28.4M | 0.08% | −92,013−12.8% | Reduced |
| Bank of New York Mellon Corp | 634,179 | $28.7M | 0.01% | +110,962+21.2% | Added |
| Cbre Clarion Securities LLC | 648,406 | $29.4M | 0.52% | +36,142+5.9% | Added |
| Charles Schwab Investment Management Inc | 722,163 | $32.7M | 0.01% | +11,205+1.6% | Added |
| Morgan Stanley | 793,698 | $36.0M | 0.00% | −91,717−10.4% | Reduced |
| Norges Bank | 838,261 | $38.0M | 0.00% | +274,717+48.7% | Added |
| Invesco Ltd. | 928,148 | $42.1M | 0.01% | +49,107+5.6% | Added |
| Northern Trust Corp | 979,138 | $44.4M | 0.01% | +113,622+13.1% | Added |
| Dimensional Fund Advisors LP | 1,263,790 | $57.3M | 0.01% | −10,715−0.8% | Reduced |
| Geode Capital Management, LLC | 1,360,158 | $61.7M | 0.00% | +22,192+1.7% | Added |
| Nuance Investments, LLC | 1,490,168 | $67.5M | 2.73% | −143,525−8.8% | Reduced |
| First Trust Advisors LP | 1,689,977 | $76.6M | 0.07% | +79,658+4.9% | Added |
| Amundi | 1,909,039 | $85.5M | 0.03% | −262,525−12.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,962,783 | $134.3M | 0.08% | −358,601−10.8% | Reduced |
| State Street Corp | 3,427,803 | $155.4M | 0.01% | +372,545+12.2% | Added |
| Vanguard Group Inc | 7,514,709 | $340.6M | 0.01% | +158,295+2.2% | Added |
| BlackRock, Inc. | 11,166,807 | $506.2M | 0.01% | +740,795+7.1% | Added |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −267,341−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −70,660−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,685−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −43,127−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −18,461−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −13,546−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,975−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −9,732−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,059−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,348−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −5,838−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −4,995−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −14,206−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,518−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,441−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| Old Port Advisors | 0 | $0 | 0.00% | −3,733−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |