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, Q3 2025
Institutional positions in California Water Service Group as of Sep 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
- 337
- +6 vs. Q2 2025
- Shares held
- 50.1M
- +431.8K (+0.9%) vs. Q2 2025
- Total value
- $2.30B
- +$38.0M (+1.7%) vs. Q2 2025
- New holders
- 36
- 122 more added
- Sold out
- 30
- 110 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 2 | $92 | 0.00% | −1−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $138 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $184 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $184 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $184 | 0.00% | +3+300.0% | Added |
| Cornerstone Planning Group LLC | 6 | $271 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $275 | 0.00% | +4+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $282 | 0.00% | −1−14.3% | Reduced |
| Rossby Financial, LCC | 11 | $490 | 0.00% | +11 | New |
| TD Private Client Wealth LLC | 15 | $688 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 15 | $689 | 0.00% | −31−67.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $781 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $918 | 0.00% | +7+53.8% | Added |
| Ronald Blue Trust, Inc. | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $1.05K | 0.00% | +1+4.5% | Added |
| Assetmark, Inc | 27 | $1.24K | 0.00% | −17−38.6% | Reduced |
| Tortoise Investment Management, LLC | 29 | $1.33K | 0.00% | +29 | New |
| Atlantic Trust, LLC | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 34 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $1.56K | 0.00% | +11+47.8% | Added |
| Farmers & Merchants Investments Inc | 36 | $1.65K | 0.00% | −4−10.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 36 | $1.65K | 0.00% | +36 | New |
| Sunbelt Securities, Inc. | 37 | $1.70K | 0.00% | +37 | New |
| Huntington National Bank | 40 | $1.84K | 0.00% | −31−43.7% | Reduced |
| Simplex Trading, LLC | 46 | $2.00K | 0.00% | −272−85.5% | Reduced |
| Quarry LP | 48 | $2.20K | 0.00% | +48 | New |
| Northwestern Mutual Wealth Management Co | 52 | $2.39K | 0.00% | −261−83.4% | Reduced |
| TD Waterhouse Canada Inc. | 60 | $2.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $2.98K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 70 | $3.21K | 0.00% | +70 | New |
| MCF Advisors LLC | 100 | $4.59K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 100 | $4.59K | 0.00% | +100 | New |
| Wealthspire Advisors, LLC | 107 | $4.91K | 0.00% | +107 | New |
| SBI Securities Co., Ltd. | 119 | $5.46K | 0.00% | +1+0.8% | Added |
| Smartleaf Asset Management LLC | 134 | $6.08K | 0.00% | +81+152.8% | Added |
| BFSG, LLC | 136 | $6.24K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.52K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 158 | $7.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 164 | $7.53K | 0.00% | +29+21.5% | Added |
| GWM Advisors LLC | 175 | $8.02K | 0.00% | +175 | New |
| Bessemer Group Inc | 184 | $9.00K | 0.00% | +150+441.2% | Added |
| Leonteq Securities AG | 198 | $9.09K | 0.00% | +26+15.1% | Added |
| AdvisorNet Financial, Inc | 202 | $9.27K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 207 | $9.50K | 0.00% | −70−25.3% | Reduced |
| Rise Advisors, LLC | 237 | $10.9K | 0.00% | +1+0.4% | Added |
| Harbor Capital Advisors, Inc. | 232 | $11.0K | 0.00% | −4−1.7% | Reduced |
| Westfuller Advisors, LLC | 265 | $12.1K | 0.01% | +265 | New |
| Costello Asset Management, INC | 272 | $12.5K | 0.00% | +2+0.7% | Added |
| Umb Bank N A | 291 | $13.4K | 0.00% | +42+16.9% | Added |
| Central Trust Co | 304 | $14.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 322 | $15.0K | 0.00% | −924−74.2% | Reduced |
| Salomon & Ludwin, LLC | 347 | $15.8K | 0.00% | +347 | New |
| Fifth Third Bancorp | 358 | $16.4K | 0.00% | +113+46.1% | Added |
| IFP Advisors, Inc | 363 | $16.7K | 0.00% | −72−16.6% | Reduced |
| Capital Advisors, Ltd. LLC | 362 | $17.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 377 | $17.3K | 0.00% | −20−5.0% | Reduced |
| Trust Co of Toledo NA | 400 | $18.4K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $18.4K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 420 | $19.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 447 | $20.5K | 0.00% | −4−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 450 | $20.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 453 | $21.0K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 504 | $23.1K | 0.00% | +504 | New |
| Quadrant Capital Group LLC | 536 | $24.6K | 0.00% | +536 | New |
| Farther Finance Advisors, LLC | 547 | $25.1K | 0.00% | +531+3,318.8% | Added |
| True Wealth Design, LLC | 573 | $26.3K | 0.01% | +192+50.4% | Added |
| Danske Bank A/S | 600 | $27.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $27.5K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 601 | $27.6K | 0.02% | +4+0.7% | Added |
| Clearstead Advisors, LLC | 626 | $28.7K | 0.00% | +193+44.6% | Added |
| Versant Capital Management, Inc | 639 | $29.3K | 0.00% | −47−6.9% | Reduced |
| Pinnacle Bancorp, Inc. | 670 | $30.7K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 700 | $32.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 800 | $36.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 795 | $36.5K | 0.00% | −1−0.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 846 | $38.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 848 | $39.0K | 0.00% | +59+7.5% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $39.2K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 862 | $39.6K | 0.01% | +802+1,336.7% | Added |
| Hantz Financial Services, Inc. | 880 | $40.0K | 0.00% | +655+291.1% | Added |
| EverSource Wealth Advisors, LLC | 898 | $41.2K | 0.00% | +201+28.8% | Added |
| Aster Capital Management (DIFC) Ltd | 939 | $43.1K | 0.02% | +939 | New |
| Advisory Services Network, LLC | 957 | $43.9K | 0.00% | +957 | New |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,034 | $47.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,150 | $52.8K | 0.00% | +1,077+1,475.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,285 | $58.7K | 0.00% | +186+16.9% | Added |
| Broadwater Capital Management LLC | 1,400 | $64.2K | 0.05% | −62,272−97.8% | Reduced |
| Signaturefd, LLC | 1,464 | $67.2K | 0.00% | +67+4.8% | Added |
| Mather Group, LLC. | 1,528 | $70.1K | 0.00% | +1,528 | New |
| Sittner & Nelson, LLC | 1,620 | $74.3K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,643 | $75.4K | 0.00% | +1,643 | New |
| Global Retirement Partners, LLC | 1,658 | $76.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $76.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,013 | $92.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,026 | $93.0K | 0.01% | +512+33.8% | Added |