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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $48 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $49 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 3 | $145 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $194 | 0.00% | −1−20.0% | Reduced |
| Quest Partners LLC | 5 | $242 | 0.00% | −27,228−100.0% | Reduced |
| Global Financial Private Client, LLC | 5 | $242 | 0.00% | +3+150.0% | Added |
| Sofos Investments, Inc. | 5 | $242 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $291 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $340 | 0.00% | −1−12.5% | Reduced |
| Lindbrook Capital, LLC | 8 | $388 | 0.00% | −33−80.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $388 | 0.00% | +2+33.3% | Added |
| Bare Financial Services, Inc | 12 | $582 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 13 | $633 | 0.00% | −7−35.0% | Reduced |
| Sierra Ocean, LLC | 20 | $969 | 0.00% | −42−67.7% | Reduced |
| Stephens Consulting, LLC | 20 | $970 | 0.00% | +20 | New |
| NewSquare Capital LLC | 22 | $1.07K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 28 | $1.36K | 0.00% | +8+40.0% | Added |
| Bell Investment Advisors, Inc | 34 | $1.65K | 0.00% | +11+47.8% | Added |
| Graney & King, LLC | 36 | $1.75K | 0.00% | +36 | New |
| Huntington National Bank | 40 | $1.94K | 0.00% | −9−18.4% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 50 | $2.00K | 0.00% | −237−82.6% | Reduced |
| Synergy Investment Management, LLC | 42 | $2.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $2.18K | 0.00% | +40+800.0% | Added |
| St Germain D J Co Inc | 47 | $2.28K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $2.92K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 78 | $3.00K | 0.00% | +78 | New |
| Private Wealth Management Group, LLC | 65 | $3.15K | 0.00% | +17+35.4% | Added |
| CIBC Private Wealth Group, LLC | 73 | $3.46K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 80 | $3.88K | 0.00% | −24−23.1% | Reduced |
| SBI Securities Co., Ltd. | 84 | $4.07K | 0.00% | +5+6.3% | Added |
| SRS Capital Advisors, Inc. | 85 | $4.12K | 0.00% | +14+19.7% | Added |
| MCF Advisors LLC | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $5.00K | 0.00% | +47+90.4% | Added |
| Principal Securities, Inc. | 115 | $5.21K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 110 | $5.32K | 0.00% | +110 | New |
| Skopos Labs, Inc. | 122 | $5.91K | 0.00% | +122 | New |
| Harbor Capital Advisors, Inc. | 130 | $6.00K | 0.00% | +130 | New |
| Smartleaf Asset Management LLC | 134 | $6.46K | 0.00% | −369−73.4% | Reduced |
| BFSG, LLC | 136 | $6.59K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 172 | $8.00K | 0.00% | +27+18.6% | Added |
| True Wealth Design, LLC | 184 | $8.92K | 0.00% | −196−51.6% | Reduced |
| MAI Capital Management | 200 | $9.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 202 | $9.79K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 217 | $9.84K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 227 | $11.0K | 0.00% | −329−59.2% | Reduced |
| Rise Advisors, LLC | 234 | $11.4K | 0.01% | −123−34.5% | Reduced |
| Ronald Blue Trust, Inc. | 239 | $11.6K | 0.00% | +16+7.2% | Added |
| Umb Bank N A | 240 | $11.6K | 0.00% | +154+179.1% | Added |
| Costello Asset Management, INC | 269 | $13.1K | 0.01% | +269 | New |
| Allianz SE | 295 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 302 | $14.6K | 0.00% | +171+130.5% | Added |
| Central Trust Co | 304 | $14.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 332 | $16.1K | 0.00% | +3+0.9% | Added |
| Massmutual Trust Co FSB | 351 | $17.0K | 0.00% | +277+374.3% | Added |
| IFP Advisors, Inc | 353 | $17.1K | 0.00% | −10−2.8% | Reduced |
| Capital Advisors, Ltd. LLC | 362 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $19.4K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 420 | $20.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 431 | $20.9K | 0.00% | −12−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 450 | $21.8K | 0.00% | +450 | New |
| Northwestern Mutual Wealth Management Co | 461 | $22.4K | 0.00% | +200+76.6% | Added |
| Tower View Investment Management & Research LLC | 524 | $25.4K | 0.01% | +3+0.6% | Added |
| Danske Bank A/S | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 607 | $29.4K | 0.00% | +50+9.0% | Added |
| Pinnacle Bancorp, Inc. | 670 | $32.5K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 672 | $32.5K | 0.02% | −183−21.4% | Reduced |
| Versant Capital Management, Inc | 681 | $33.0K | 0.01% | +601+751.3% | Added |
| NBT Bank N A | 700 | $33.9K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 711 | $34.0K | 0.00% | +711 | New |
| Jones Financial Companies LLLP | 709 | $34.2K | 0.00% | +167+30.8% | Added |
| Sterling Capital Management LLC | 773 | $37.5K | 0.00% | −662−46.1% | Reduced |
| Ostrum Asset Management | 813 | $39.4K | 0.00% | −1,507−65.0% | Reduced |
| Vega Investment Solutions | 813 | $39.4K | 0.01% | +813 | New |
| Tower Research Capital LLC (TRC) | 822 | $39.8K | 0.00% | −3,238−79.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 846 | $41.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $41.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 856 | $41.5K | 0.00% | −126−12.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $48.5K | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1,114 | $54.0K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 1,122 | $54.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,205 | $58.4K | 0.01% | −1,086−47.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $60.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,348 | $65.3K | 0.00% | −1,499−52.7% | Reduced |
| Shell Asset Management Co | 1,388 | $67.0K | 0.00% | −62−4.3% | Reduced |
| Broadwater Capital Management LLC | 1,400 | $67.8K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,528 | $74.0K | 0.00% | +1,528 | New |
| Sittner & Nelson, LLC | 1,620 | $78.5K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $80.5K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $96.9K | 0.02% | +2,000 | New |
| GHP Investment Advisors, Inc. | 2,013 | $97.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,250 | $109.0K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,343 | $113.5K | 0.00% | +2,343 | New |
| Parallel Advisors, LLC | 2,548 | $123.5K | 0.00% | +2,224+686.4% | Added |
| Rothschild Investment LLC | 2,694 | $130.6K | 0.01% | +55+2.1% | Added |
| South State Corp. | 2,800 | $135.7K | 0.01% | +2,800 | New |