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 |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 135 | $6.14K | 0.00% | +123+1,025.0% | Added |
| SBI Securities Co., Ltd. | 118 | $5.37K | 0.00% | +34+40.5% | Added |
| MCF Advisors LLC | 100 | $4.55K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $3.87K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 73 | $3.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 71 | $3.23K | 0.00% | +31+77.5% | Added |
| Private Wealth Management Group, LLC | 65 | $2.96K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $2.79K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 60 | $2.73K | 0.00% | +60 | New |
| Smartleaf Asset Management LLC | 53 | $2.41K | 0.00% | −81−60.4% | Reduced |
| St Germain D J Co Inc | 47 | $2.14K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $2.09K | 0.00% | +1+2.2% | Added |
| Assetmark, Inc | 44 | $2.00K | 0.00% | +38+633.3% | Added |
| Bessemer Group Inc | 34 | $2.00K | 0.00% | −16−32.0% | Reduced |
| Sierra Ocean, LLC | 41 | $1.86K | 0.00% | +21+105.0% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.82K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 36 | $1.64K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 34 | $1.55K | 0.00% | +34 | New |
| Atlantic Trust, LLC | 30 | $1.36K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 23 | $1.05K | 0.00% | −11−32.4% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $1.00K | 0.00% | −217−90.8% | Reduced |
| Fortitude Family Office, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $774 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 16 | $728 | 0.00% | +3+23.1% | Added |
| JFS Wealth Advisors, LLC | 13 | $592 | 0.00% | −15−53.6% | Reduced |
| Ameritas Advisory Services, LLC | 11 | $500 | 0.00% | +11 | New |
| NewSquare Capital LLC | 9 | $409 | 0.00% | −13−59.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $319 | 0.00% | −1−12.5% | Reduced |
| Cornerstone Planning Group LLC | 6 | $278 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 4 | $182 | 0.00% | −3−42.9% | Reduced |
| Abound Wealth Management | 4 | $182 | 0.00% | 00.0% | Unchanged |
| 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 |
| Bay Harbor Wealth Management, LLC | 2 | $90 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 1 | $46 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $45 | 0.00% | −4−80.0% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −74,305−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −62,511−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −55,359−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −46,739−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −35,006−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,267−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −31,121−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −20,729−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,046−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −18,932−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,342−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,945−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,733−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,448−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,703−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |