Skip to main content

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.

Institutional holdersQ4 2024: 323 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 heldQ4 2024: $2.23B
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, Q4 2024

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2024.

Institutions holding CWT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Zurcher Kantonalbank (Zurich Cantonalbank)29,838$1.35M0.00%−34,929−53.9%Reduced
Tudor Investment Corp Et Al29,639$1.34M0.01%+29,639New
New York State Common Retirement Fund29,544$1.34M0.00%−27,411−48.1%Reduced
Louisiana State Employees Retirement System28,800$1.31M0.02%+400+1.4%Added
Janus Henderson Group PLC28,598$1.30M0.00%00.0%Unchanged
Susquehanna International Group, LLP27,888$1.26M0.00%−9,709−25.8%Reduced
Jennison Associates LLC27,609$1.25M0.00%+27,609New
Quest Partners LLC27,233$1.23M0.16%+4,557+20.1%Added
Colony Group, LLC26,682$1.21M0.00%+1,378+5.4%Added
Royal Bank of Canada26,108$1.18M0.00%+2,344+9.9%Added
State of Tennessee, Treasury Department25,606$1.16M0.00%+4,457+21.1%Added
Intech Investment Management LLC24,755$1.12M0.01%+13,971+129.6%Added
Exchange Traded Concepts, LLC24,736$1.12M0.02%+9,894+66.7%Added
Engineers Gate Manager LP23,610$1.07M0.02%−33,490−58.7%Reduced
BNP Paribas Arbitrage, SA23,290$1.06M0.00%−3,891−14.3%Reduced
HighTower Advisors, LLC23,205$1.05M0.00%+2,209+10.5%Added
Yousif Capital Management, LLC22,529$1.02M0.01%−195−0.9%Reduced
First National Corp22,197$1.01M0.23%+22,197New
STRS Ohio21,900$992.7K0.00%+1,900+9.5%Added
Comerica Bank21,637$980.8K0.00%−223−1.0%Reduced
Teacher Retirement System of Texas21,550$977.0K0.00%+5,806+36.9%Added
LPL Financial LLC21,540$976.4K0.00%+2,116+10.9%Added
Teton Advisors, Inc.21,000$951.9K0.49%−300−1.4%Reduced
Handelsbanken Fonder AB20,724$939.0K0.00%+1,270+6.5%Added
Wulff, Hansen & Co.20,640$935.6K0.89%−60−0.3%Reduced
Atom Investors LP20,530$930.6K0.12%−3,943−16.1%Reduced
Voloridge Investment Management, LLC19,883$901.3K0.00%+9,581+93.0%Added
CenterBook Partners LP19,358$877.5K0.05%−186−1.0%Reduced
Alps Advisors Inc18,337$831.2K0.01%+2,668+17.0%Added
Voya Investment Management LLC18,117$821.2K0.00%−44,124−70.9%Reduced
Van Eck Associates Corp17,851$809.0K0.00%+1,942+12.2%Added
Teachers Retirement System of the State of Kentucky17,640$800.0K0.01%00.0%Unchanged
Amalgamated Bank17,364$787.0K0.01%+53+0.3%Added
FMR LLC17,270$782.8K0.00%−46,355−72.9%Reduced
Arizona State Retirement System17,068$773.7K0.00%+438+2.6%Added
Private Advisor Group, LLC16,649$754.7K0.00%−6,156−27.0%Reduced
State Board of Administration of Florida Retirement System16,459$746.1K0.00%00.0%Unchanged
Manchester Capital Management LLC14,881$674.6K0.08%+19+0.1%Added
Entropy Technologies, LP14,728$667.6K0.07%+3,887+35.9%Added
Creative Planning14,161$641.9K0.00%−933−6.2%Reduced
Oregon Public Employees Retirement Fund14,001$634.7K0.01%+200+1.4%Added
Nisa Investment Advisors, LLC13,991$634.2K0.00%+165+1.2%Added
Toroso Investments, LLC13,900$630.1K0.01%−5,673−29.0%Reduced
Y-Intercept (Hong Kong) Ltd13,554$614.4K0.04%+9,151+207.8%Added
Farmers & Merchants Trust Co of Long Beach13,500$612.0K0.15%−1,218−8.3%Reduced
Squarepoint Ops LLC13,283$602.1K0.00%+13,283New
Stifel Financial Corp13,085$593.2K0.00%−1,093−7.7%Reduced
Creative Financial Designs Inc12,666$574.2K0.05%+625+5.2%Added
Police & Firemen's Retirement System of New Jersey12,323$558.6K0.01%+12,323New
Commonwealth Equity Services, LLC12,228$554.0K0.00%+382+3.2%Added
Dark Forest Capital Management LP12,127$549.7K0.08%+12,127New
KLP Kapitalforvaltning AS12,100$548.5K0.00%+12,100New
Cetera Investment Advisers12,086$547.9K0.00%−53−0.4%Reduced
Legato Capital Management LLC12,020$544.9K0.07%00.0%Unchanged
Pictet Asset Management Holding SA11,886$538.8K0.00%+2,654+28.7%Added
Allworth Financial LP12,400$533.6K0.00%+461+3.9%Added
Centiva Capital, LP11,561$524.1K0.02%−4,301−27.1%Reduced
Clean Yield Group11,485$520.6K0.17%00.0%Unchanged
Sovereign Financial Group, Inc.11,206$508.0K0.12%−528−4.5%Reduced
Natixis Advisors, L.P.10,988$498.0K0.00%−121−1.1%Reduced
Wealth Enhancement Advisory Services, LLC10,534$477.5K0.00%+4,542+75.8%Added
HSBC Holdings PLC10,499$475.8K0.00%+159+1.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main9,830$445.6K0.00%−5,900−37.5%Reduced
Daiwa Securities Group Inc.9,712$440.0K0.00%+1,093+12.7%Added
Mackenzie Financial Corp9,622$436.2K0.00%+5,684+144.3%Added
D.A. Davidson & Co.9,558$433.3K0.00%−166−1.7%Reduced
CI Private Wealth, LLC9,420$427.0K0.00%+327+3.6%Added
Cerity Partners LLC8,680$415.4K0.00%−2,590−23.0%Reduced
Mutual of America Capital Management LLC9,008$408.3K0.00%+160+1.8%Added
Pathstone Holdings, LLC8,965$406.4K0.00%−1,039−10.4%Reduced
Allspring Global Investments Holdings, LLC8,896$403.3K0.00%−40,965−82.2%Reduced
Cornercap Investment Counsel Inc8,609$390.2K0.13%00.0%Unchanged
Green Alpha Advisors, LLC8,586$389.2K0.31%−537−5.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.8,219$372.6K0.00%−19,812−70.7%Reduced
Inceptionr LLC8,087$366.6K0.08%−4,013−33.2%Reduced
Penn Mutual Asset Management, LLC8,050$364.9K0.66%+3,650+83.0%Added
Canvas Wealth Advisors, LLC7,901$358.2K0.09%+2,196+38.5%Added
IFM Investors Pty Ltd7,887$357.5K0.00%+248+3.2%Added
Public Employees Retirement Association of Colorado7,737$351.0K0.00%00.0%Unchanged
Everence Capital Management Inc7,680$348.0K0.02%−6,930−47.4%Reduced
Blackhill Capital Inc7,600$344.5K0.02%00.0%Unchanged
Sound Income Strategies, LLC7,210$326.8K0.02%00.0%Unchanged
Groupe la Francaise7,204$326.6K0.01%+7,204New
TRUE Private Wealth Advisors7,200$326.4K0.04%00.0%Unchanged
South Dakota Investment Council7,017$318.0K0.01%00.0%Unchanged
Kingswood Wealth Advisors, LLC6,925$313.9K0.02%+6,925New
Brevan Howard Capital Management LP6,746$305.8K0.01%+1,961+41.0%Added
Jacobi Capital Management LLC6,688$303.2K0.02%+47+0.7%Added
Maple Capital Management, Inc.6,667$302.2K0.02%+6,667New
PFG Investments, LLC6,660$301.9K0.02%−498−7.0%Reduced
Hutchinson Capital Management6,611$299.7K0.06%−10.0%Reduced
Wealth Architects, LLC6,573$298.0K0.03%−9−0.1%Reduced
Ethic Inc.6,563$297.5K0.01%+1,425+27.7%Added
ELCO Management Co., LLC6,555$297.1K0.16%−949−12.6%Reduced
Twinbeech Capital LP6,513$295.2K0.01%−65,663−91.0%Reduced
The PNC Financial Services Group, Inc.6,498$294.6K0.00%−231−3.4%Reduced
Los Angeles Capital Management LLC6,269$284.2K0.00%−690−9.9%Reduced
Ameritas Investment Partners, Inc.6,236$282.7K0.01%+464+8.0%Added
Allianz Asset Management GmbH6,100$276.5K0.00%−4,500−42.5%Reduced
Vestcor Inc6,038$274.0K0.01%+6,038New