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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
Price T Rowe Associates Inc148,154$6.74M0.00%+89,847+154.1%Added
ProShare Advisors LLC148,970$6.78M0.01%−18,449−11.0%Reduced
Thematics Asset Management154,470$7.03M0.32%00.0%Unchanged
Aptus Capital Advisors, LLC154,865$7.04M0.07%+13,980+9.9%Added
Bank of America Corp162,628$7.40M0.00%+51,757+46.7%Added
UBS Group AG171,189$7.79M0.00%+49,690+40.9%Added
Ameriprise Financial Inc176,496$8.03M0.00%−6,255−3.4%Reduced
Rhumbline Advisers188,900$8.59M0.01%+1,080+0.6%Added
Public Sector Pension Investment Board203,126$9.24M0.04%+14,521+7.7%Added
Goldman Sachs Group Inc227,190$10.3M0.00%−226,635−49.9%Reduced
JPMorgan Chase & Co241,618$11.0M0.00%−15,534−6.0%Reduced
Victory Capital Management Inc270,638$12.3M0.01%+15,406+6.0%Added
Renaissance Technologies LLC281,000$12.8M0.02%+75,600+36.8%Added
Principal Financial Group Inc295,385$13.4M0.01%−994−0.3%Reduced
Raymond James Financial Inc332,962$15.1M0.01%+17,277+5.5%Added
UBS Asset Management Americas Inc351,148$16.0M0.00%+39,646+12.7%Added
Beck Bode, LLC396,398$18.0M3.05%+30,577+8.4%Added
Nuveen, LLC410,041$18.6M0.01%−34,903−7.8%Reduced
Triodos Investment Management BV493,000$22.4M1.68%00.0%Unchanged
KBC Group NV563,334$25.6M0.07%−627−0.1%Reduced
Bank of New York Mellon Corp597,807$27.2M0.01%−5,085−0.8%Reduced
Norges Bank676,286$30.8M0.00%00.0%Unchanged
Legal & General Group Plc706,366$32.1M0.01%+45,155+6.8%Added
Northern Trust Corp713,382$32.4M0.00%−259,095−26.6%Reduced
Charles Schwab Investment Management Inc727,316$33.1M0.01%+11,666+1.6%Added
Cbre Clarion Securities LLC751,987$34.2M0.52%+51,423+7.3%Added
Morgan Stanley859,496$39.1M0.00%−85,852−9.1%Reduced
Invesco Ltd.920,715$41.9M0.01%−64,426−6.5%Reduced
FMR LLC1,052,597$47.9M0.00%+988,111+1,532.3%Added
Dimensional Fund Advisors LP1,158,009$52.7M0.01%−45,509−3.8%Reduced
First Trust Advisors LP1,344,916$61.2M0.05%−95,134−6.6%Reduced
Geode Capital Management, LLC1,417,134$64.5M0.00%+14,183+1.0%Added
Nuance Investments, LLC1,728,615$78.6M6.12%−288,896−14.3%Reduced
Amundi1,907,169$91.4M0.03%+16,346+0.9%Added
State Street Corp3,183,337$144.8M0.01%−80,198−2.5%Reduced
T. Rowe Price Investment Management, Inc.3,276,416$149.0M0.09%+246,631+8.1%Added
Vanguard Group Inc7,376,519$335.5M0.01%−6,944−0.1%Reduced
BlackRock, Inc.10,369,218$471.6M0.01%−613,299−5.6%Reduced
1832 Asset Management L.P.0$00.00%−200,000−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−74,305−100.0%Sold out
Marshall Wace, LLP0$00.00%−62,511−100.0%Sold out
Financial Counselors Inc0$00.00%−55,359−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−46,739−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−35,006−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−33,267−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−31,121−100.0%Sold out
Nebula Research & Development LLC0$00.00%−20,729−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−20,046−100.0%Sold out
GWN Securities Inc.0$00.00%−18,932−100.0%Sold out
XTX Topco Ltd0$00.00%−9,342−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−6,945−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−6,733−100.0%Sold out
Versor Investments LP0$00.00%−5,448−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−4,766−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,703−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−4,268−100.0%Sold out
South State Corp.0$00.00%−2,800−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−2,343−100.0%Sold out
Mather Group, LLC.0$00.00%−1,528−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,348−100.0%Sold out
Ostrum Asset Management0$00.00%−813−100.0%Sold out
Washington Trust Co0$00.00%−400−100.0%Sold out
Allianz SE0$00.00%−295−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−227−100.0%Sold out
Darwin Advisors, LLC0$00.00%−217−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−80−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−42−100.0%Sold out
Stephens Consulting, LLC0$00.00%−20−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−5−100.0%Sold out
Glenmede Trust Co NA––––Not filed
Lindbrook Capital, LLC––––Not filed
Sofos Investments, Inc.––––Not filed