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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.

Institutional holdersQ1 2025: 330 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 heldQ1 2025: $2.45B
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, Q1 2025

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2024.

Institutions holding CWT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.3,007$145.7K0.00%+2,551+559.4%Added
Steward Partners Investment Advisory, LLC3,814$184.8K0.00%+15+0.4%Added
IFM Investors Pty Ltd4,268$206.8K0.00%−3,619−45.9%Reduced
Gitterman Wealth Management, LLC4,354$211.0K0.06%+4,354New
Asset Planning,Inc4,500$218.1K0.17%00.0%Unchanged
Xponance, Inc.4,504$218.3K0.00%+4,504New
Alan B. Lancz & Associates, Inc.4,600$222.9K0.24%−200−4.2%Reduced
Bridgefront Capital, LLC4,703$227.9K0.07%+4,703New
CI Private Wealth, LLC4,743$229.9K0.00%−4,677−49.6%Reduced
RSM US Wealth Management LLC4,766$231.0K0.00%+294+6.6%Added
Crossmark Global Holdings, Inc.4,797$232.5K0.00%−41−0.8%Reduced
Advisor Group Holdings, Inc.4,828$234.0K0.00%+720+17.5%Added
JustInvest LLC4,840$234.5K0.00%+4,840New
D. E. Shaw & Co., Inc.4,895$237.2K0.00%−32,302−86.8%Reduced
Avantax Advisory Services, Inc.4,914$238.1K0.00%+4,914New
Mission Wealth Management, LP4,968$240.8K0.01%00.0%Unchanged
Wellington Shields & Co., LLC5,000$242.3K0.08%00.0%Unchanged
Corient IA LLC5,000$242.3K0.17%+5,000New
SEI Investments Co5,154$249.8K0.00%+386+8.1%Added
Algert Global LLC5,307$257.2K0.01%−33,900−86.5%Reduced
Versor Investments LP5,448$264.0K0.04%00.0%Unchanged
CWM, LLC5,558$269.0K0.00%+2,406+76.3%Added
Ethic Inc.5,541$269.9K0.01%−1,022−15.6%Reduced
CIBC Asset Management Inc5,722$277.3K0.00%−175−3.0%Reduced
Mitchell McLeod Pugh & Williams Inc6,000$290.8K0.06%00.0%Unchanged
Tudor Investment Corp Et Al6,007$291.1K0.00%−23,632−79.7%Reduced
Ameritas Investment Partners, Inc.6,236$302.2K0.01%00.0%Unchanged
Los Angeles Capital Management LLC6,269$303.8K0.00%00.0%Unchanged
Jacobi Capital Management LLC6,544$317.1K0.02%−144−2.2%Reduced
PFG Investments, LLC6,563$318.1K0.02%−97−1.5%Reduced
Hutchinson Capital Management6,613$320.5K0.06%+20.0%Added
Maple Capital Management, Inc.6,667$323.1K0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC6,733$326.3K0.00%+6,733New
US Bancorp6,760$327.6K0.00%+944+16.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,830$331.0K0.00%−3,000−30.5%Reduced
Quantinno Capital Management LP6,856$332.3K0.00%+6,856New
Wealth Architects, LLC6,901$334.4K0.04%+328+5.0%Added
Kingswood Wealth Advisors, LLC6,925$335.6K0.03%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd6,945$336.6K0.02%−6,609−48.8%Reduced
The PNC Financial Services Group, Inc.7,075$342.9K0.00%+577+8.9%Added
TRUE Private Wealth Advisors7,200$348.9K0.04%00.0%Unchanged
Sound Income Strategies, LLC7,210$349.4K0.02%00.0%Unchanged
Blackhill Capital Inc7,600$368.3K0.02%00.0%Unchanged
Glenmede Trust Co NA7,604$368.5K0.00%+7,604New
Everence Capital Management Inc7,680$372.0K0.03%00.0%Unchanged
Freestone Grove Partners LP7,723$374.3K0.00%+7,723New
Public Employees Retirement Association of Colorado7,737$375.0K0.00%00.0%Unchanged
Green Alpha Advisors, LLC8,435$408.8K0.44%−151−1.8%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH8,451$409.5K0.00%+8,451New
Mutual of America Capital Management LLC8,661$419.7K0.00%−347−3.9%Reduced
Pathstone Holdings, LLC8,748$423.9K0.00%−217−2.4%Reduced
XTX Topco Ltd9,342$452.7K0.02%+3,401+57.2%Added
ELCO Management Co., LLC9,916$480.5K0.27%+3,361+51.3%Added
Sovereign Financial Group, Inc.10,696$518.3K0.12%−510−4.6%Reduced
Wealth Enhancement Advisory Services, LLC10,806$523.7K0.00%+272+2.6%Added
Daiwa Securities Group Inc.11,386$552.0K0.00%+1,674+17.2%Added
Clean Yield Group11,485$556.6K0.18%00.0%Unchanged
D.A. Davidson & Co.11,701$567.0K0.00%+2,143+22.4%Added
Legato Capital Management LLC11,848$574.2K0.08%−172−1.4%Reduced
Natixis Advisors, L.P.11,879$576.0K0.00%+891+8.1%Added
Public Employees Retirement System of Ohio11,888$576.1K0.00%+11,215+1,666.4%Added
Commonwealth Equity Services, LLC11,918$578.0K0.00%−310−2.5%Reduced
KLP Kapitalforvaltning AS12,100$586.4K0.00%00.0%Unchanged
Cetera Investment Advisers12,103$586.5K0.00%+17+0.1%Added
Banque Pictet & Cie SA12,138$588.2K0.01%+12,138New
Ieq Capital, LLC12,430$602.3K0.00%+7,963+178.3%Added
Penn Mutual Asset Management, LLC12,450$603.3K1.16%+4,400+54.7%Added
Cullen Capital Management LLC12,487$605.1K0.01%+7,453+148.1%Added
Pictet Asset Management Holding SA12,706$615.5K0.00%+820+6.9%Added
Toroso Investments, LLC12,745$617.6K0.01%−1,155−8.3%Reduced
Police & Firemen's Retirement System of New Jersey12,970$628.5K0.01%+647+5.3%Added
Stifel Financial Corp13,056$632.7K0.00%−29−0.2%Reduced
CIBC World Markets Corp13,226$640.9K0.01%+7,648+137.1%Added
Creative Financial Designs Inc13,248$642.0K0.05%+582+4.6%Added
Cerity Partners LLC13,363$647.6K0.00%+4,683+54.0%Added
Farmers & Merchants Trust Co of Long Beach13,500$654.2K0.17%00.0%Unchanged
Oregon Public Employees Retirement Fund13,601$659.1K0.01%−400−2.9%Reduced
Nisa Investment Advisors, LLC13,784$668.0K0.00%−207−1.5%Reduced
Mackenzie Financial Corp14,885$721.3K0.00%+5,263+54.7%Added
Manchester Capital Management LLC14,954$724.7K0.09%+73+0.5%Added
Creative Planning15,049$729.3K0.00%+888+6.3%Added
Elo Mutual Pension Insurance Co15,320$742.4K0.02%+15,320New
Private Advisor Group, LLC16,192$784.7K0.00%−457−2.7%Reduced
Allworth Financial LP15,815$791.5K0.00%+3,415+27.5%Added
State Board of Administration of Florida Retirement System16,459$797.6K0.00%00.0%Unchanged
Voya Investment Management LLC16,572$803.1K0.00%−1,545−8.5%Reduced
BNP Paribas Arbitrage, SA16,738$811.1K0.00%−6,552−28.1%Reduced
Amalgamated Bank16,915$820.0K0.01%−449−2.6%Reduced
HSBC Holdings PLC16,962$825.7K0.00%+6,463+61.6%Added
Arizona State Retirement System17,060$826.7K0.01%−80.0%Reduced
GWN Securities Inc.18,932$846.3K0.05%+18,932New
Teachers Retirement System of the State of Kentucky17,640$855.0K0.01%00.0%Unchanged
STRS Ohio18,300$886.8K0.00%−3,600−16.4%Reduced
Van Eck Associates Corp18,688$906.0K0.00%+837+4.7%Added
Holocene Advisors, LP18,873$914.6K0.00%+18,873New
Allspring Global Investments Holdings, LLC18,946$918.1K0.00%+10,050+113.0%Added
Alps Advisors Inc19,740$956.6K0.01%+1,403+7.7%Added
Canvas Wealth Advisors, LLC18,900$970.7K0.25%+10,999+139.2%Added
Fox Run Management, L.L.C.20,046$971.4K0.15%+20,046New
Teacher Retirement System of Texas20,231$980.4K0.00%−1,319−6.1%Reduced