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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 6,563 | $318.1K | 0.02% | −97−1.5% | Reduced |
| Jacobi Capital Management LLC | 6,544 | $317.1K | 0.02% | −144−2.2% | Reduced |
| Los Angeles Capital Management LLC | 6,269 | $303.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,236 | $302.2K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 6,007 | $291.1K | 0.00% | −23,632−79.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $290.8K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,722 | $277.3K | 0.00% | −175−3.0% | Reduced |
| Ethic Inc. | 5,541 | $269.9K | 0.01% | −1,022−15.6% | Reduced |
| CWM, LLC | 5,558 | $269.0K | 0.00% | +2,406+76.3% | Added |
| Versor Investments LP | 5,448 | $264.0K | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 5,307 | $257.2K | 0.01% | −33,900−86.5% | Reduced |
| SEI Investments Co | 5,154 | $249.8K | 0.00% | +386+8.1% | Added |
| Wellington Shields & Co., LLC | 5,000 | $242.3K | 0.08% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $242.3K | 0.17% | +5,000 | New |
| Mission Wealth Management, LP | 4,968 | $240.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,914 | $238.1K | 0.00% | +4,914 | New |
| D. E. Shaw & Co., Inc. | 4,895 | $237.2K | 0.00% | −32,302−86.8% | Reduced |
| JustInvest LLC | 4,840 | $234.5K | 0.00% | +4,840 | New |
| Advisor Group Holdings, Inc. | 4,828 | $234.0K | 0.00% | +720+17.5% | Added |
| Crossmark Global Holdings, Inc. | 4,797 | $232.5K | 0.00% | −41−0.8% | Reduced |
| RSM US Wealth Management LLC | 4,766 | $231.0K | 0.00% | +294+6.6% | Added |
| CI Private Wealth, LLC | 4,743 | $229.9K | 0.00% | −4,677−49.6% | Reduced |
| Bridgefront Capital, LLC | 4,703 | $227.9K | 0.07% | +4,703 | New |
| Alan B. Lancz & Associates, Inc. | 4,600 | $222.9K | 0.24% | −200−4.2% | Reduced |
| Xponance, Inc. | 4,504 | $218.3K | 0.00% | +4,504 | New |
| Asset Planning,Inc | 4,500 | $218.1K | 0.17% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 4,354 | $211.0K | 0.06% | +4,354 | New |
| IFM Investors Pty Ltd | 4,268 | $206.8K | 0.00% | −3,619−45.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,814 | $184.8K | 0.00% | +15+0.4% | Added |
| Russell Investments Group, Ltd. | 3,007 | $145.7K | 0.00% | +2,551+559.4% | Added |
| South State Corp. | 2,800 | $135.7K | 0.01% | +2,800 | New |
| Rothschild Investment LLC | 2,694 | $130.6K | 0.01% | +55+2.1% | Added |
| Parallel Advisors, LLC | 2,548 | $123.5K | 0.00% | +2,224+686.4% | Added |
| Coldstream Capital Management Inc | 2,343 | $113.5K | 0.00% | +2,343 | New |
| Millstone Evans Group, LLC | 2,250 | $109.0K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,013 | $97.5K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $96.9K | 0.02% | +2,000 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $80.5K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $78.5K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,528 | $74.0K | 0.00% | +1,528 | New |
| Broadwater Capital Management LLC | 1,400 | $67.8K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,388 | $67.0K | 0.00% | −62−4.3% | Reduced |
| Quadrant Capital Group LLC | 1,348 | $65.3K | 0.00% | −1,499−52.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $60.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,205 | $58.4K | 0.01% | −1,086−47.4% | Reduced |
| Bokf, NA | 1,122 | $54.4K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1,114 | $54.0K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $48.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 856 | $41.5K | 0.00% | −126−12.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $41.4K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 846 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 822 | $39.8K | 0.00% | −3,238−79.8% | Reduced |
| Ostrum Asset Management | 813 | $39.4K | 0.00% | −1,507−65.0% | Reduced |
| Vega Investment Solutions | 813 | $39.4K | 0.01% | +813 | New |
| Sterling Capital Management LLC | 773 | $37.5K | 0.00% | −662−46.1% | Reduced |
| Jones Financial Companies LLLP | 709 | $34.2K | 0.00% | +167+30.8% | Added |
| Banque Cantonale Vaudoise | 711 | $34.0K | 0.00% | +711 | New |
| NBT Bank N A | 700 | $33.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 681 | $33.0K | 0.01% | +601+751.3% | Added |
| Clarity Asset Management, Inc. | 672 | $32.5K | 0.02% | −183−21.4% | Reduced |
| Pinnacle Bancorp, Inc. | 670 | $32.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 607 | $29.4K | 0.00% | +50+9.0% | Added |
| Danske Bank A/S | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 524 | $25.4K | 0.01% | +3+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 461 | $22.4K | 0.00% | +200+76.6% | Added |
| Nomura Asset Management Co Ltd | 450 | $21.8K | 0.00% | +450 | New |
| Larson Financial Group LLC | 431 | $20.9K | 0.00% | −12−2.7% | Reduced |
| HM Payson & Co | 420 | $20.4K | 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 |
| Capital Advisors, Ltd. LLC | 362 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 353 | $17.1K | 0.00% | −10−2.8% | Reduced |
| Massmutual Trust Co FSB | 351 | $17.0K | 0.00% | +277+374.3% | Added |
| EverSource Wealth Advisors, LLC | 332 | $16.1K | 0.00% | +3+0.9% | Added |
| Central Trust Co | 304 | $14.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 302 | $14.6K | 0.00% | +171+130.5% | Added |
| Allianz SE | 295 | $14.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 269 | $13.1K | 0.01% | +269 | New |
| Umb Bank N A | 240 | $11.6K | 0.00% | +154+179.1% | Added |
| Ronald Blue Trust, Inc. | 239 | $11.6K | 0.00% | +16+7.2% | Added |
| Rise Advisors, LLC | 234 | $11.4K | 0.01% | −123−34.5% | Reduced |
| Hexagon Capital Partners LLC | 227 | $11.0K | 0.00% | −329−59.2% | Reduced |
| Darwin Advisors, LLC | 217 | $9.84K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 202 | $9.79K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 200 | $9.69K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 184 | $8.92K | 0.00% | −196−51.6% | Reduced |
| Hemington Wealth Management | 172 | $8.00K | 0.00% | +27+18.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.88K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 136 | $6.59K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 134 | $6.46K | 0.00% | −369−73.4% | Reduced |
| Harbor Capital Advisors, Inc. | 130 | $6.00K | 0.00% | +130 | New |
| Skopos Labs, Inc. | 122 | $5.91K | 0.00% | +122 | New |
| Leonteq Securities AG | 110 | $5.32K | 0.00% | +110 | New |
| Principal Securities, Inc. | 115 | $5.21K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $5.00K | 0.00% | +47+90.4% | Added |
| MCF Advisors LLC | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $4.12K | 0.00% | +14+19.7% | Added |
| SBI Securities Co., Ltd. | 84 | $4.07K | 0.00% | +5+6.3% | Added |
| Caitong International Asset Management Co., Ltd | 80 | $3.88K | 0.00% | −24−23.1% | Reduced |