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 |
|---|---|---|---|---|---|
| CWM, LLC | 6,778 | $308.0K | 0.00% | +1,220+22.0% | Added |
| US Bancorp | 6,739 | $306.5K | 0.00% | −21−0.3% | Reduced |
| Millennium Management LLC | 6,735 | $306.3K | 0.00% | +6,735 | New |
| Maple Capital Management, Inc. | 6,667 | $303.2K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 6,610 | $300.6K | 0.05% | −30.0% | Reduced |
| Atria Investments LLC | 6,575 | $299.0K | 0.00% | +6,575 | New |
| PFG Investments, LLC | 6,566 | $298.6K | 0.02% | +30.0% | Added |
| Advisor Group Holdings, Inc. | 6,402 | $293.5K | 0.00% | +1,574+32.6% | Added |
| Kingswood Wealth Advisors, LLC | 6,325 | $287.7K | 0.02% | −600−8.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,286 | $285.9K | 0.01% | +5,464+664.7% | Added |
| D. E. Shaw & Co., Inc. | 6,146 | $279.5K | 0.00% | +1,251+25.6% | Added |
| Avantax Advisory Services, Inc. | 6,117 | $278.2K | 0.00% | +1,203+24.5% | Added |
| Squarepoint Ops LLC | 6,048 | $275.1K | 0.00% | +6,048 | New |
| Ameritas Investment Partners, Inc. | 6,021 | $273.8K | 0.01% | −215−3.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $272.9K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,806 | $264.1K | 0.00% | +5,806 | New |
| HSBC Holdings PLC | 5,817 | $262.9K | 0.00% | −11,145−65.7% | Reduced |
| CIBC Asset Management Inc | 5,722 | $260.2K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,680 | $258.0K | 0.02% | −2,000−26.0% | Reduced |
| Jacobi Capital Management LLC | 5,655 | $257.2K | 0.02% | −889−13.6% | Reduced |
| Baird Financial Group, Inc. | 5,499 | $250.1K | 0.00% | +5,499 | New |
| Algert Global LLC | 5,307 | $241.4K | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 5,156 | $234.5K | 0.08% | +5,156 | New |
| The PNC Financial Services Group, Inc. | 5,086 | $231.3K | 0.00% | −1,989−28.1% | Reduced |
| Wellington Shields & Co., LLC | 5,000 | $227.4K | 0.06% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $227.4K | 0.13% | 00.0% | Unchanged |
| JustInvest LLC | 4,995 | $227.2K | 0.00% | +155+3.2% | Added |
| Mission Wealth Management, LP | 4,977 | $226.4K | 0.00% | +9+0.2% | Added |
| Tudor Investment Corp Et Al | 4,914 | $223.5K | 0.00% | −1,093−18.2% | Reduced |
| Neuberger Berman Group LLC | 4,874 | $221.7K | 0.00% | +4,874 | New |
| Crossmark Global Holdings, Inc. | 4,793 | $218.0K | 0.00% | −4−0.1% | Reduced |
| CI Private Wealth, LLC | 4,682 | $213.0K | 0.00% | −61−1.3% | Reduced |
| Xponance, Inc. | 4,641 | $211.1K | 0.00% | +137+3.0% | Added |
| Alan B. Lancz & Associates, Inc. | 4,600 | $209.2K | 0.21% | 00.0% | Unchanged |
| Asset Planning,Inc | 4,500 | $204.7K | 0.15% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 4,461 | $202.9K | 0.05% | +107+2.5% | Added |
| Spirit of America Management Corp | 4,000 | $181.9K | 0.04% | +2,000+100.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,826 | $174.0K | 0.00% | +12+0.3% | Added |
| Rothschild Investment LLC | 2,749 | $125.0K | 0.01% | +55+2.0% | Added |
| Millstone Evans Group, LLC | 2,250 | $102.3K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,013 | $91.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,988 | $90.4K | 0.00% | −1,019−33.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $75.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,658 | $75.4K | 0.00% | +1,658 | New |
| Sittner & Nelson, LLC | 1,620 | $73.7K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,615 | $73.5K | 0.00% | +842+108.9% | Added |
| GAMMA Investing LLC | 1,514 | $68.9K | 0.00% | +658+76.9% | Added |
| Broadwater Capital Management LLC | 63,672 | $63.7K | 0.05% | +62,272+4,448.0% | Added |
| Signaturefd, LLC | 1,397 | $63.5K | 0.00% | +790+130.1% | Added |
| Shell Asset Management Co | 1,246 | $57.0K | 0.00% | −142−10.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,218 | $55.4K | 0.01% | +13+1.1% | Added |
| Parkworth Wealth Management, Inc. | 1,119 | $50.9K | 0.04% | +5+0.4% | Added |
| Jones Financial Companies LLLP | 1,099 | $50.0K | 0.00% | +390+55.0% | Added |
| Bokf, NA | 1,034 | $47.0K | 0.00% | −88−7.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 855 | $38.9K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 846 | $38.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 800 | $36.4K | 0.00% | +800 | New |
| Larson Financial Group LLC | 796 | $36.2K | 0.00% | +365+84.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 789 | $36.0K | 0.00% | +789 | New |
| NBT Bank N A | 700 | $31.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 697 | $31.7K | 0.00% | +365+109.9% | Added |
| Versant Capital Management, Inc | 686 | $31.2K | 0.00% | +5+0.7% | Added |
| Pinnacle Bancorp, Inc. | 670 | $30.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $28.7K | 0.01% | +630 | New |
| Danske Bank A/S | 600 | $27.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $27.3K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 597 | $27.2K | 0.02% | −75−11.2% | Reduced |
| Tower View Investment Management & Research LLC | 527 | $24.0K | 0.01% | +3+0.6% | Added |
| IFP Advisors, Inc | 435 | $22.2K | 0.00% | +82+23.2% | Added |
| Banque Cantonale Vaudoise | 453 | $21.0K | 0.00% | −258−36.3% | Reduced |
| Parallel Advisors, LLC | 451 | $20.5K | 0.00% | −2,097−82.3% | Reduced |
| Nomura Asset Management Co Ltd | 450 | $20.5K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 445 | $20.2K | 0.00% | −368−45.3% | Reduced |
| Clearstead Advisors, LLC | 433 | $19.7K | 0.00% | +433 | New |
| HM Payson & Co | 420 | $19.1K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $18.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 400 | $18.2K | 0.00% | +400 | New |
| Massmutual Trust Co FSB | 397 | $18.1K | 0.00% | +46+13.1% | Added |
| True Wealth Design, LLC | 381 | $17.3K | 0.01% | +197+107.1% | Added |
| Capital Advisors, Ltd. LLC | 362 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 313 | $14.3K | 0.00% | −148−32.1% | Reduced |
| Simplex Trading, LLC | 318 | $14.0K | 0.00% | +240+307.7% | Added |
| Central Trust Co | 304 | $13.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 277 | $12.6K | 0.00% | +77+38.5% | Added |
| Costello Asset Management, INC | 270 | $12.3K | 0.00% | +1+0.4% | Added |
| Umb Bank N A | 249 | $11.3K | 0.00% | +9+3.8% | Added |
| Fifth Third Bancorp | 245 | $11.1K | 0.00% | −57−18.9% | Reduced |
| Harbor Capital Advisors, Inc. | 236 | $11.0K | 0.00% | +106+81.5% | Added |
| Skopos Labs, Inc. | 240 | $10.9K | 0.00% | +118+96.7% | Added |
| Rise Advisors, LLC | 236 | $10.7K | 0.00% | +2+0.9% | Added |
| Hantz Financial Services, Inc. | 225 | $10.0K | 0.00% | +126+127.3% | Added |
| AdvisorNet Financial, Inc | 202 | $9.19K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 172 | $7.82K | 0.00% | +62+56.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 160 | $7.48K | 0.00% | +160 | New |
| Principal Securities, Inc. | 158 | $7.19K | 0.00% | +43+37.4% | Added |
| Hemington Wealth Management | 174 | $7.00K | 0.00% | +2+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.46K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 136 | $6.19K | 0.00% | 00.0% | Unchanged |