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, Q2 2025
Institutional positions in California Water Service Group as of Jun 30, 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
- 338
- +11 vs. Q1 2025
- Shares held
- 50.4M
- −148.8K (−0.3%) vs. Q1 2025
- Total value
- $2.29B
- −$155.9M (−6.4%) vs. Q1 2025
- New holders
- 42
- 127 more added
- Sold out
- 31
- 115 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $45 | 0.00% | −4−80.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $46 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $90 | 0.00% | +1+100.0% | Added |
| Private Wealth Asset Management, LLC | 3 | $136 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $136 | 0.00% | +2+200.0% | Added |
| Financial Gravity Companies, Inc. | 3 | $136 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $182 | 0.00% | −3−42.9% | Reduced |
| Abound Wealth Management | 4 | $182 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $278 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $319 | 0.00% | −1−12.5% | Reduced |
| NewSquare Capital LLC | 9 | $409 | 0.00% | −13−59.1% | Reduced |
| Ameritas Advisory Services, LLC | 11 | $500 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 13 | $592 | 0.00% | −15−53.6% | Reduced |
| Farther Finance Advisors, LLC | 16 | $728 | 0.00% | +3+23.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $774 | 0.00% | +17 | New |
| Ronald Blue Trust, Inc. | 22 | $1.00K | 0.00% | −217−90.8% | Reduced |
| Fortitude Family Office, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $1.05K | 0.00% | −11−32.4% | Reduced |
| Atlantic Trust, LLC | 30 | $1.36K | 0.00% | +30 | New |
| Boreal Capital Management LLC | 34 | $1.55K | 0.00% | +34 | New |
| Graney & King, LLC | 36 | $1.64K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.82K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 41 | $1.86K | 0.00% | +21+105.0% | Added |
| Bessemer Group Inc | 34 | $2.00K | 0.00% | −16−32.0% | Reduced |
| Assetmark, Inc | 44 | $2.00K | 0.00% | +38+633.3% | Added |
| Parkside Financial Bank & Trust | 46 | $2.09K | 0.00% | +1+2.2% | Added |
| St Germain D J Co Inc | 47 | $2.14K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 53 | $2.41K | 0.00% | −81−60.4% | Reduced |
| Essential Partners LLC | 60 | $2.73K | 0.00% | +60 | New |
| TD Waterhouse Canada Inc. | 60 | $2.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $2.96K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 71 | $3.23K | 0.00% | +31+77.5% | Added |
| CIBC Private Wealth Group, LLC | 73 | $3.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $3.87K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $4.55K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 118 | $5.37K | 0.00% | +34+40.5% | Added |
| Bare Financial Services, Inc | 135 | $6.14K | 0.00% | +123+1,025.0% | Added |
| BFSG, LLC | 136 | $6.19K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.46K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 174 | $7.00K | 0.00% | +2+1.2% | Added |
| Principal Securities, Inc. | 158 | $7.19K | 0.00% | +43+37.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 160 | $7.48K | 0.00% | +160 | New |
| Leonteq Securities AG | 172 | $7.82K | 0.00% | +62+56.4% | Added |
| AdvisorNet Financial, Inc | 202 | $9.19K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 225 | $10.0K | 0.00% | +126+127.3% | Added |
| Rise Advisors, LLC | 236 | $10.7K | 0.00% | +2+0.9% | Added |
| Skopos Labs, Inc. | 240 | $10.9K | 0.00% | +118+96.7% | Added |
| Harbor Capital Advisors, Inc. | 236 | $11.0K | 0.00% | +106+81.5% | Added |
| Fifth Third Bancorp | 245 | $11.1K | 0.00% | −57−18.9% | Reduced |
| Umb Bank N A | 249 | $11.3K | 0.00% | +9+3.8% | Added |
| Costello Asset Management, INC | 270 | $12.3K | 0.00% | +1+0.4% | Added |
| MAI Capital Management | 277 | $12.6K | 0.00% | +77+38.5% | Added |
| Central Trust Co | 304 | $13.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 318 | $14.0K | 0.00% | +240+307.7% | Added |
| Northwestern Mutual Wealth Management Co | 313 | $14.3K | 0.00% | −148−32.1% | Reduced |
| Capital Advisors, Ltd. LLC | 362 | $16.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 381 | $17.3K | 0.01% | +197+107.1% | Added |
| Massmutual Trust Co FSB | 397 | $18.1K | 0.00% | +46+13.1% | Added |
| Parvin Asset Management, LLC | 400 | $18.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 400 | $18.2K | 0.00% | +400 | New |
| HM Payson & Co | 420 | $19.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 433 | $19.7K | 0.00% | +433 | New |
| Vega Investment Solutions | 445 | $20.2K | 0.00% | −368−45.3% | Reduced |
| Nomura Asset Management Co Ltd | 450 | $20.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 451 | $20.5K | 0.00% | −2,097−82.3% | Reduced |
| Banque Cantonale Vaudoise | 453 | $21.0K | 0.00% | −258−36.3% | Reduced |
| IFP Advisors, Inc | 435 | $22.2K | 0.00% | +82+23.2% | Added |
| Tower View Investment Management & Research LLC | 527 | $24.0K | 0.01% | +3+0.6% | Added |
| Clarity Asset Management, Inc. | 597 | $27.2K | 0.02% | −75−11.2% | Reduced |
| Danske Bank A/S | 600 | $27.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $27.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $28.7K | 0.01% | +630 | New |
| Pinnacle Bancorp, Inc. | 670 | $30.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 686 | $31.2K | 0.00% | +5+0.7% | Added |
| EverSource Wealth Advisors, LLC | 697 | $31.7K | 0.00% | +365+109.9% | Added |
| NBT Bank N A | 700 | $31.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 789 | $36.0K | 0.00% | +789 | New |
| Larson Financial Group LLC | 796 | $36.2K | 0.00% | +365+84.7% | Added |
| Whittier Trust Co | 800 | $36.4K | 0.00% | +800 | New |
| Beaird Harris Wealth Management, LLC | 846 | $38.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $38.9K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.5K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,034 | $47.0K | 0.00% | −88−7.8% | Reduced |
| Jones Financial Companies LLLP | 1,099 | $50.0K | 0.00% | +390+55.0% | Added |
| Parkworth Wealth Management, Inc. | 1,119 | $50.9K | 0.04% | +5+0.4% | Added |
| State of Wyoming | 1,218 | $55.4K | 0.01% | +13+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,246 | $57.0K | 0.00% | −142−10.2% | Reduced |
| Signaturefd, LLC | 1,397 | $63.5K | 0.00% | +790+130.1% | Added |
| Broadwater Capital Management LLC | 63,672 | $63.7K | 0.05% | +62,272+4,448.0% | Added |
| GAMMA Investing LLC | 1,514 | $68.9K | 0.00% | +658+76.9% | Added |
| Sterling Capital Management LLC | 1,615 | $73.5K | 0.00% | +842+108.9% | Added |
| Sittner & Nelson, LLC | 1,620 | $73.7K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,658 | $75.4K | 0.00% | +1,658 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $75.5K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,988 | $90.4K | 0.00% | −1,019−33.9% | Reduced |
| GHP Investment Advisors, Inc. | 2,013 | $91.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,250 | $102.3K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,749 | $125.0K | 0.01% | +55+2.0% | Added |