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, Q1 2025
Institutional positions in California Water Service Group as of Mar 31, 2025. 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
- 330
- +11 vs. Q4 2024
- Shares held
- 50.5M
- +1.69M (+3.5%) vs. Q4 2024
- Total value
- $2.45B
- +$236.5M (+10.7%) vs. Q4 2024
- New holders
- 47
- 121 more added
- Sold out
- 36
- 101 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,982,517 | $532.2M | 0.01% | −184,290−1.7% | Reduced |
| Vanguard Group Inc | 7,383,463 | $357.8M | 0.01% | −131,246−1.7% | Reduced |
| State Street Corp | 3,263,535 | $158.2M | 0.01% | −164,268−4.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,029,785 | $146.8M | 0.10% | +67,002+2.3% | Added |
| Nuance Investments, LLC | 2,017,511 | $97.8M | 6.42% | +527,343+35.4% | Added |
| Amundi | 1,890,823 | $92.2M | 0.03% | −18,216−1.0% | Reduced |
| First Trust Advisors LP | 1,440,050 | $69.8M | 0.06% | −249,927−14.8% | Reduced |
| Geode Capital Management, LLC | 1,402,951 | $68.0M | 0.01% | +42,793+3.1% | Added |
| Dimensional Fund Advisors LP | 1,203,518 | $58.3M | 0.01% | −60,272−4.8% | Reduced |
| Invesco Ltd. | 985,141 | $47.7M | 0.01% | +56,993+6.1% | Added |
| Northern Trust Corp | 972,477 | $47.1M | 0.01% | −6,661−0.7% | Reduced |
| Morgan Stanley | 945,348 | $45.8M | 0.00% | +151,650+19.1% | Added |
| Charles Schwab Investment Management Inc | 715,650 | $34.7M | 0.01% | −6,513−0.9% | Reduced |
| Cbre Clarion Securities LLC | 700,564 | $33.9M | 0.52% | +52,158+8.0% | Added |
| Norges Bank | 676,286 | $32.8M | 0.00% | −161,975−19.3% | Reduced |
| Legal & General Group Plc | 661,211 | $32.0M | 0.01% | +108,008+19.5% | Added |
| Bank of New York Mellon Corp | 602,892 | $29.2M | 0.01% | −31,287−4.9% | Reduced |
| KBC Group NV | 563,961 | $27.3M | 0.08% | −62,335−10.0% | Reduced |
| Triodos Investment Management BV | 493,000 | $23.8M | 1.95% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 453,825 | $22.0M | 0.00% | −75,451−14.3% | Reduced |
| Nuveen, LLC | 444,944 | $21.6M | 0.01% | +444,944 | New |
| Beck Bode, LLC | 365,821 | $17.7M | 3.31% | +365,821 | New |
| Raymond James Financial Inc | 315,685 | $15.3M | 0.01% | +211,914+204.2% | Added |
| UBS Asset Management Americas Inc | 311,502 | $15.1M | 0.00% | +54,277+21.1% | Added |
| Principal Financial Group Inc | 296,379 | $14.4M | 0.01% | +7,456+2.6% | Added |
| JPMorgan Chase & Co | 257,152 | $12.5M | 0.00% | −51,552−16.7% | Reduced |
| Victory Capital Management Inc | 255,232 | $12.4M | 0.01% | +72,519+39.7% | Added |
| Renaissance Technologies LLC | 205,400 | $9.95M | 0.02% | +159,408+346.6% | Added |
| 1832 Asset Management L.P. | 200,000 | $9.69M | 0.02% | +200,000 | New |
| Qube Research & Technologies Ltd | 199,659 | $9.68M | 0.02% | −110,582−35.6% | Reduced |
| Public Sector Pension Investment Board | 188,605 | $9.14M | 0.04% | +40,469+27.3% | Added |
| Rhumbline Advisers | 187,820 | $9.10M | 0.01% | −8,056−4.1% | Reduced |
| Ameriprise Financial Inc | 182,751 | $8.86M | 0.00% | +32,984+22.0% | Added |
| ProShare Advisors LLC | 167,419 | $8.11M | 0.02% | −14,782−8.1% | Reduced |
| Thematics Asset Management | 154,470 | $7.49M | 0.38% | −32,000−17.2% | Reduced |
| Aptus Capital Advisors, LLC | 140,885 | $6.83M | 0.08% | +15,907+12.7% | Added |
| Great West Life Assurance Co | 126,823 | $6.16M | 0.01% | −2,942−2.3% | Reduced |
| Jane Street Group, LLC | 123,379 | $5.98M | 0.01% | +123,379 | New |
| UBS Group AG | 121,499 | $5.89M | 0.00% | −19,592−13.9% | Reduced |
| Swiss National Bank | 115,300 | $5.59M | 0.00% | −400−0.3% | Reduced |
| AQR Capital Management LLC | 114,980 | $5.57M | 0.01% | +49,420+75.4% | Added |
| New Age Alpha Advisors, LLC | 114,885 | $5.57M | 0.25% | +16,851+17.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 113,715 | $5.51M | 0.03% | +1,535+1.4% | Added |
| Deutsche Bank AG | 113,069 | $5.48M | 0.00% | −6,835−5.7% | Reduced |
| Jupiter Asset Management Ltd | 112,681 | $5.46M | 0.05% | +112,681 | New |
| Bank of America Corp | 110,871 | $5.37M | 0.00% | +3,511+3.3% | Added |
| Barclays PLC | 109,095 | $5.29M | 0.00% | −23,310−17.6% | Reduced |
| Man Group plc | 104,997 | $5.09M | 0.02% | +3,507+3.5% | Added |
| American Century Companies Inc | 104,203 | $5.05M | 0.00% | +14,826+16.6% | Added |
| Northstar Asset Management Inc | 101,529 | $4.92M | 1.46% | +6,686+7.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 100,842 | $4.89M | 0.20% | +21,303+26.8% | Added |
| Alliancebernstein L.P. | 100,366 | $4.86M | 0.00% | +36,652+57.5% | Added |
| Susquehanna International Group, LLP | 93,279 | $4.52M | 0.01% | +65,391+234.5% | Added |
| Citigroup Inc | 87,490 | $4.24M | 0.00% | +474+0.5% | Added |
| Jacobs Levy Equity Management, Inc | 86,379 | $4.19M | 0.02% | +86,379 | New |
| Thrivent Financial for Lutherans | 84,829 | $4.11M | 0.01% | −2,286−2.6% | Reduced |
| Prudential Financial Inc | 84,829 | $4.11M | 0.01% | −51,420−37.7% | Reduced |
| Martingale Asset Management L P | 82,945 | $4.02M | 0.10% | +6,146+8.0% | Added |
| Kennedy Capital Management, Inc. | 75,903 | $3.68M | 0.09% | +75,903 | New |
| Kempen Capital Management N.V. | 74,305 | $3.60M | 0.04% | −30,761−29.3% | Reduced |
| Maryland State Retirement & Pension System | 67,856 | $3.29M | 0.08% | −1,480−2.1% | Reduced |
| Mariner, LLC | 67,291 | $3.26M | 0.01% | +36,015+115.2% | Added |
| Wells Fargo & Company | 66,794 | $3.24M | 0.00% | +4,750+7.7% | Added |
| Arjuna Capital | 66,038 | $3.20M | 0.89% | −18,873−22.2% | Reduced |
| FMR LLC | 64,486 | $3.12M | 0.00% | +47,216+273.4% | Added |
| Marshall Wace, LLP | 62,511 | $3.03M | 0.00% | +56,624+961.8% | Added |
| New York State Teachers Retirement System | 62,502 | $3.03M | 0.01% | +924+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 59,237 | $2.87M | 0.05% | +27,840+88.7% | Added |
| Storebrand Asset Management AS | 59,198 | $2.87M | 0.01% | +1,649+2.9% | Added |
| Price T Rowe Associates Inc | 58,307 | $2.83M | 0.00% | +3,290+6.0% | Added |
| SG Americas Securities, LLC | 56,109 | $2.72M | 0.01% | +24,904+79.8% | Added |
| Financial Counselors Inc | 55,359 | $2.68M | 0.04% | −446−0.8% | Reduced |
| California State Teachers Retirement System | 54,138 | $2.62M | 0.00% | −922−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 51,310 | $2.49M | 0.20% | −1,476−2.8% | Reduced |
| Envestnet Asset Management Inc | 49,512 | $2.40M | 0.00% | +2,765+5.9% | Added |
| First National Corp | 49,153 | $2.38M | 0.53% | +26,956+121.4% | Added |
| Exchange Traded Concepts, LLC | 48,918 | $2.37M | 0.04% | +24,182+97.8% | Added |
| Federated Hermes, Inc. | 48,473 | $2.35M | 0.01% | +46,504+2,361.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 47,341 | $2.29M | 0.00% | +3,810+8.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 46,739 | $2.26M | 0.01% | +12,100+34.9% | Added |
| Mercer Global Advisors Inc | 46,656 | $2.26M | 0.01% | +624+1.4% | Added |
| Bridge City Capital, LLC | 46,298 | $2.24M | 0.67% | −451−1.0% | Reduced |
| Magellan Asset Management Ltd | 45,570 | $2.21M | 0.03% | −678−1.5% | Reduced |
| TD Asset Management Inc | 44,196 | $2.14M | 0.00% | −3,150−6.7% | Reduced |
| Macquarie Group Ltd | 43,914 | $2.13M | 0.00% | −796−1.8% | Reduced |
| Davy Global Fund Management Ltd | 43,890 | $2.13M | 0.25% | +1,015+2.4% | Added |
| Gabelli Funds LLC | 43,200 | $2.09M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 41,972 | $2.03M | 0.01% | +1,196+2.9% | Added |
| Assenagon Asset Management S.A. | 40,292 | $1.95M | 0.00% | −30,472−43.1% | Reduced |
| Graham Capital Management, L.P. | 39,991 | $1.94M | 0.06% | +4,325+12.1% | Added |
| CoreCommodity Management, LLC | 39,757 | $1.93M | 0.31% | +4,524+12.8% | Added |
| State of Wisconsin Investment Board | 39,322 | $1.91M | 0.00% | +948+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 38,438 | $1.86M | 0.01% | +373+1.0% | Added |
| Nia Impact Advisors, LLC | 37,287 | $1.81M | 0.67% | +160+0.4% | Added |
| Allianz Asset Management GmbH | 35,782 | $1.73M | 0.00% | +29,682+486.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,773 | $1.73M | 0.00% | +5,935+19.9% | Added |
| Duff & Phelps Investment Management Co | 35,006 | $1.70M | 0.02% | −1,329−3.7% | Reduced |
| MetLife Investment Management | 34,799 | $1.69M | 0.01% | −493−1.4% | Reduced |
| Citadel Advisors LLC | 33,859 | $1.64M | 0.00% | −63,933−65.4% | Reduced |
| Bank of Montreal | 33,292 | $1.61M | 0.00% | +1,976+6.3% | Added |