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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, 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.

Institutional holdersQ2 2025: 338 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 heldQ2 2025: $2.29B
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, Q2 2025

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2025.

Institutions holding CWT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Partners Investment Advisory, LLC3,826$174.0K0.00%+12+0.3%Added
Spirit of America Management Corp4,000$181.9K0.04%+2,000+100.0%Added
Gitterman Wealth Management, LLC4,461$202.9K0.05%+107+2.5%Added
Asset Planning,Inc4,500$204.7K0.15%00.0%Unchanged
Alan B. Lancz & Associates, Inc.4,600$209.2K0.21%00.0%Unchanged
Xponance, Inc.4,641$211.1K0.00%+137+3.0%Added
CI Private Wealth, LLC4,682$213.0K0.00%−61−1.3%Reduced
Crossmark Global Holdings, Inc.4,793$218.0K0.00%−4−0.1%Reduced
Neuberger Berman Group LLC4,874$221.7K0.00%+4,874New
Tudor Investment Corp Et Al4,914$223.5K0.00%−1,093−18.2%Reduced
Mission Wealth Management, LP4,977$226.4K0.00%+9+0.2%Added
JustInvest LLC4,995$227.2K0.00%+155+3.2%Added
Wellington Shields & Co., LLC5,000$227.4K0.06%00.0%Unchanged
Corient IA LLC5,000$227.4K0.13%00.0%Unchanged
The PNC Financial Services Group, Inc.5,086$231.3K0.00%−1,989−28.1%Reduced
Oxford Asset Management LLP5,156$234.5K0.08%+5,156New
Algert Global LLC5,307$241.4K0.01%00.0%Unchanged
Baird Financial Group, Inc.5,499$250.1K0.00%+5,499New
Jacobi Capital Management LLC5,655$257.2K0.02%−889−13.6%Reduced
Everence Capital Management Inc5,680$258.0K0.02%−2,000−26.0%Reduced
CIBC Asset Management Inc5,722$260.2K0.00%00.0%Unchanged
HSBC Holdings PLC5,817$262.9K0.00%−11,145−65.7%Reduced
Engineers Gate Manager LP5,806$264.1K0.00%+5,806New
Mitchell McLeod Pugh & Williams Inc6,000$272.9K0.05%00.0%Unchanged
Ameritas Investment Partners, Inc.6,021$273.8K0.01%−215−3.4%Reduced
Squarepoint Ops LLC6,048$275.1K0.00%+6,048New
Avantax Advisory Services, Inc.6,117$278.2K0.00%+1,203+24.5%Added
D. E. Shaw & Co., Inc.6,146$279.5K0.00%+1,251+25.6%Added
Tower Research Capital LLC (TRC)6,286$285.9K0.01%+5,464+664.7%Added
Kingswood Wealth Advisors, LLC6,325$287.7K0.02%−600−8.7%Reduced
Advisor Group Holdings, Inc.6,402$293.5K0.00%+1,574+32.6%Added
PFG Investments, LLC6,566$298.6K0.02%+30.0%Added
Atria Investments LLC6,575$299.0K0.00%+6,575New
Hutchinson Capital Management6,610$300.6K0.05%−30.0%Reduced
Maple Capital Management, Inc.6,667$303.2K0.02%00.0%Unchanged
Millennium Management LLC6,735$306.3K0.00%+6,735New
US Bancorp6,739$306.5K0.00%−21−0.3%Reduced
CWM, LLC6,778$308.0K0.00%+1,220+22.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,830$310.6K0.00%00.0%Unchanged
Los Angeles Capital Management LLC6,909$314.2K0.00%+640+10.2%Added
Meeder Advisory Services, Inc.6,931$315.2K0.02%+6,931New
Wealth Architects, LLC6,948$316.0K0.03%+47+0.7%Added
Ieq Capital, LLC6,974$317.2K0.00%−5,456−43.9%Reduced
HRT Financial LP7,044$320.0K0.00%−18,730−72.7%Reduced
Man Group plc7,190$327.0K0.00%−97,807−93.2%Reduced
TRUE Private Wealth Advisors7,200$327.5K0.04%00.0%Unchanged
Sound Income Strategies, LLC7,210$327.9K0.02%00.0%Unchanged
CIBC World Markets Corp7,372$335.3K0.00%−5,854−44.3%Reduced
Two Sigma Investments, LP7,476$340.0K0.00%+7,476New
Glenmede Investment Management, LP7,537$342.8K0.00%+7,537New
Blackhill Capital Inc7,600$345.6K0.02%00.0%Unchanged
Mutual of America Capital Management LLC7,652$348.0K0.00%−1,009−11.6%Reduced
SEI Investments Co7,664$348.6K0.00%+2,510+48.7%Added
Public Employees Retirement Association of Colorado7,737$352.0K0.00%00.0%Unchanged
Green Alpha Advisors, LLC7,849$357.0K0.34%−586−6.9%Reduced
Federation des caisses Desjardins du Quebec8,025$365.0K0.00%+8,025New
Universal- Beteiligungs- und Servicegesellschaft mbH8,056$366.4K0.00%−395−4.7%Reduced
ELCO Management Co., LLC8,902$404.9K0.21%−1,014−10.2%Reduced
Teacher Retirement System of Texas9,030$410.7K0.00%−11,201−55.4%Reduced
Quantbot Technologies LP9,630$438.0K0.01%+9,630New
Sovereign Financial Group, Inc.9,720$442.1K0.09%−976−9.1%Reduced
Pathstone Holdings, LLC9,950$452.5K0.00%+1,202+13.7%Added
Assenagon Asset Management S.A.9,953$452.7K0.00%−30,339−75.3%Reduced
DRW Securities, LLC10,575$480.9K0.03%+10,575New
Ethic Inc.10,592$481.6K0.01%+5,051+91.2%Added
Graham Capital Management, L.P.10,900$495.7K0.02%−29,091−72.7%Reduced
Natixis Advisors, L.P.11,059$503.0K0.00%−820−6.9%Reduced
STRS Ohio11,100$504.8K0.00%−7,200−39.3%Reduced
D.A. Davidson & Co.11,205$509.6K0.00%−496−4.2%Reduced
Resona Asset Management Co.,Ltd.11,311$514.4K0.00%+11,311New
Banque Pictet & Cie SA11,375$517.3K0.01%−763−6.3%Reduced
Wealth Enhancement Advisory Services, LLC11,317$518.4K0.00%+511+4.7%Added
Clean Yield Group11,485$522.3K0.16%00.0%Unchanged
Quantinno Capital Management LP11,699$532.1K0.00%+4,843+70.6%Added
Legato Capital Management LLC11,848$538.8K0.06%00.0%Unchanged
Public Employees Retirement System of Ohio11,867$539.7K0.00%−21−0.2%Reduced
SG Americas Securities, LLC12,121$551.0K0.00%−43,988−78.4%Reduced
Daiwa Securities Group Inc.12,128$551.0K0.00%+742+6.5%Added
Allworth Financial LP12,434$565.5K0.00%−3,381−21.4%Reduced
Jennison Associates LLC12,439$565.7K0.00%−9,568−43.5%Reduced
Cullen Capital Management LLC12,487$567.9K0.01%00.0%Unchanged
Stifel Financial Corp12,698$577.5K0.00%−358−2.7%Reduced
Commonwealth Equity Services, LLC12,893$586.0K0.00%+975+8.2%Added
Creative Financial Designs Inc12,885$586.0K0.04%−363−2.7%Reduced
Pictet Asset Management Holding SA13,129$597.1K0.00%+423+3.3%Added
Cetera Investment Advisers13,253$602.8K0.00%+1,150+9.5%Added
Police & Firemen's Retirement System of New Jersey13,458$612.1K0.01%+488+3.8%Added
Farmers & Merchants Trust Co of Long Beach13,500$614.0K0.13%00.0%Unchanged
Oregon Public Employees Retirement Fund13,614$619.2K0.01%+13+0.1%Added
Toroso Investments, LLC13,625$619.7K0.00%+880+6.9%Added
Nisa Investment Advisors, LLC13,791$627.2K0.00%+7+0.1%Added
Elo Mutual Pension Insurance Co14,134$642.8K0.01%−1,186−7.7%Reduced
KLP Kapitalforvaltning AS14,200$645.8K0.00%+2,100+17.4%Added
Mackenzie Financial Corp14,358$653.0K0.00%−527−3.5%Reduced
Manchester Capital Management LLC14,881$676.8K0.09%−73−0.5%Reduced
Penn Mutual Asset Management, LLC14,950$679.9K1.20%+2,500+20.1%Added
Creative Planning15,302$695.9K0.00%+253+1.7%Added
Allspring Global Investments Holdings, LLC15,996$727.5K0.00%−2,950−15.6%Reduced
Private Advisor Group, LLC16,023$728.7K0.00%−169−1.0%Reduced
Cerity Partners LLC16,320$742.2K0.00%+2,957+22.1%Added