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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $272.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,941 | $269.3K | 0.02% | −3,534−37.3% | Reduced |
| CIBC Asset Management Inc | 5,897 | $267.3K | 0.00% | +1,858+46.0% | Added |
| Marshall Wace, LLP | 5,887 | $266.9K | 0.00% | −15,408−72.4% | Reduced |
| US Bancorp | 5,816 | $263.6K | 0.00% | +479+9.0% | Added |
| CIBC World Markets Corp | 5,578 | $252.9K | 0.00% | +5,578 | New |
| Versor Investments LP | 5,448 | $247.0K | 0.04% | −2,117−28.0% | Reduced |
| Ballentine Partners, LLC | 5,153 | $233.6K | 0.00% | +5,153 | New |
| Atria Wealth Solutions, Inc. | 5,067 | $229.7K | 0.00% | +5,067 | New |
| Cullen Capital Management LLC | 5,034 | $228.2K | 0.00% | −7,663−60.4% | Reduced |
| Wellington Shields & Co., LLC | 5,000 | $226.7K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,968 | $225.2K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,954 | $224.6K | 0.04% | +760+18.1% | Added |
| EntryPoint Capital, LLC | 4,853 | $220.0K | 0.09% | +4,853 | New |
| Crossmark Global Holdings, Inc. | 4,838 | $219.0K | 0.00% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,800 | $217.6K | 0.22% | 00.0% | Unchanged |
| SEI Investments Co | 4,768 | $216.1K | 0.00% | −12,598−72.5% | Reduced |
| Baird Financial Group, Inc. | 4,694 | $212.8K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 4,500 | $204.0K | 0.16% | +4,500 | New |
| RSM US Wealth Management LLC | 4,472 | $203.2K | 0.00% | −962−17.7% | Reduced |
| Ieq Capital, LLC | 4,467 | $202.5K | 0.00% | +4,467 | New |
| Virtu Financial LLC | 4,423 | $200.0K | 0.01% | +4,423 | New |
| Advisor Group Holdings, Inc. | 4,108 | $186.7K | 0.00% | +635+18.3% | Added |
| Tower Research Capital LLC (TRC) | 4,060 | $184.0K | 0.00% | −6,728−62.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,799 | $172.2K | 0.00% | +10+0.3% | Added |
| Lazard Asset Management LLC | 3,282 | $148.0K | 0.00% | −232−6.6% | Reduced |
| CWM, LLC | 3,152 | $143.0K | 0.00% | +62+2.0% | Added |
| Quadrant Capital Group LLC | 2,847 | $129.1K | 0.01% | −684−19.4% | Reduced |
| GeoWealth Management, LLC | 2,733 | $123.9K | 0.00% | +2,733 | New |
| Rothschild Investment LLC | 2,639 | $119.6K | 0.01% | −25−0.9% | Reduced |
| Global Retirement Partners, LLC | 2,593 | $117.5K | 0.00% | −317−10.9% | Reduced |
| Ostrum Asset Management | 2,320 | $105.2K | 0.01% | +1,512+187.1% | Added |
| State of Wyoming | 2,291 | $103.9K | 0.01% | +1,322+136.4% | Added |
| Millstone Evans Group, LLC | 2,250 | $102.0K | 0.07% | +2,250 | New |
| Point72 (DIFC) Ltd | 2,159 | $97.9K | 0.01% | +1,938+876.9% | Added |
| GHP Investment Advisors, Inc. | 2,013 | $91.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,969 | $89.3K | 0.00% | +426+27.6% | Added |
| Putney Financial Group LLC | 1,722 | $78.0K | 0.07% | +1,722 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $75.3K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $73.4K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,468 | $66.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,450 | $66.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,435 | $65.0K | 0.00% | +1,273+785.8% | Added |
| Broadwater Capital Management LLC | 1,400 | $63.5K | 0.05% | −560−28.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.3K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1,114 | $50.5K | 0.04% | +1,114 | New |
| Bokf, NA | 1,122 | $47.0K | 0.00% | +100+9.8% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 982 | $44.5K | 0.00% | −254−20.6% | Reduced |
| Clarity Asset Management, Inc. | 855 | $38.8K | 0.03% | +4+0.5% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $38.8K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 846 | $38.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 700 | $31.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 673 | $30.5K | 0.00% | +26+4.0% | Added |
| Pinnacle Bancorp, Inc. | 670 | $30.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 557 | $25.2K | 0.00% | +85+18.0% | Added |
| Hexagon Capital Partners LLC | 556 | $25.2K | 0.00% | +30+5.7% | Added |
| Jones Financial Companies LLLP | 542 | $24.5K | 0.00% | +1+0.2% | Added |
| Tower View Investment Management & Research LLC | 521 | $23.6K | 0.01% | +3+0.6% | Added |
| Smartleaf Asset Management LLC | 503 | $23.0K | 0.00% | +308+157.9% | Added |
| Russell Investments Group, Ltd. | 456 | $20.7K | 0.00% | −113,095−99.6% | Reduced |
| Larson Financial Group LLC | 443 | $20.1K | 0.00% | +12+2.8% | Added |
| HM Payson & Co | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $18.1K | 0.02% | +400 | New |
| True Wealth Design, LLC | 380 | $17.2K | 0.01% | +325+590.9% | Added |
| IFP Advisors, Inc | 363 | $16.5K | 0.00% | +10+2.8% | Added |
| Rise Advisors, LLC | 357 | $16.2K | 0.01% | +2+0.6% | Added |
| Capital Advisors, Ltd. LLC | 362 | $16.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 329 | $14.9K | 0.00% | +254+338.7% | Added |
| Parallel Advisors, LLC | 324 | $14.7K | 0.00% | +13+4.2% | Added |
| Central Trust Co | 304 | $13.8K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 295 | $13.5K | 0.00% | −605−67.2% | Reduced |
| Catalyst Capital Advisors LLC | 297 | $13.5K | 0.00% | +13+4.6% | Added |
| Bessemer Group Inc | 287 | $13.0K | 0.00% | +44+18.1% | Added |
| Northwestern Mutual Wealth Management Co | 261 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 223 | $10.1K | 0.00% | −282−55.8% | Reduced |
| Darwin Advisors, LLC | 217 | $9.84K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 202 | $9.16K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 200 | $9.07K | 0.00% | +200 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.36K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 136 | $6.17K | 0.00% | −9−6.2% | Reduced |
| Hemington Wealth Management | 145 | $6.00K | 0.00% | +1+0.7% | Added |
| Fifth Third Bancorp | 131 | $5.94K | 0.00% | −8−5.8% | Reduced |
| Hillsdale Investment Management Inc. | 130 | $5.89K | 0.00% | +20+18.2% | Added |
| Principal Securities, Inc. | 115 | $5.21K | 0.00% | +12+11.7% | Added |
| Caitong International Asset Management Co., Ltd | 104 | $4.71K | 0.00% | +104 | New |
| MCF Advisors LLC | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 97 | $4.40K | 0.01% | −48−33.1% | Reduced |
| Venturi Wealth Management, LLC | 90 | $4.08K | 0.00% | +90 | New |
| Umb Bank N A | 86 | $3.90K | 0.00% | −48−35.8% | Reduced |
| Versant Capital Management, Inc | 80 | $3.63K | 0.00% | −19−19.2% | Reduced |
| SBI Securities Co., Ltd. | 79 | $3.58K | 0.00% | +79 | New |
| Massmutual Trust Co FSB | 74 | $3.35K | 0.00% | +1+1.4% | Added |
| SRS Capital Advisors, Inc. | 71 | $3.22K | 0.00% | −183−72.0% | Reduced |
| CIBC Private Wealth Group, LLC | 73 | $3.16K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 66 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 62 | $2.81K | 0.00% | +62 | New |