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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 2,250 | $103.3K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,327 | $106.8K | 0.01% | −10,558−81.9% | Reduced |
| Rothschild Investment LLC | 2,530 | $116.1K | 0.01% | −219−8.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,915 | $179.7K | 0.00% | +89+2.3% | Added |
| Tower Research Capital LLC (TRC) | 4,012 | $184.1K | 0.01% | −2,274−36.2% | Reduced |
| Sterling Capital Management LLC | 4,143 | $190.1K | 0.00% | +2,528+156.5% | Added |
| Asset Planning,Inc | 4,500 | $206.5K | 0.15% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,529 | $207.8K | 0.00% | +4,444+5,228.2% | Added |
| Evergreen Capital Management LLC | 4,548 | $208.7K | 0.00% | +4,548 | New |
| Alan B. Lancz & Associates, Inc. | 4,600 | $211.1K | 0.19% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 4,673 | $214.4K | 0.03% | +4,673 | New |
| Neuberger Berman Group LLC | 4,685 | $215.0K | 0.00% | −189−3.9% | Reduced |
| Xponance, Inc. | 4,697 | $215.5K | 0.00% | +56+1.2% | Added |
| Crossmark Global Holdings, Inc. | 4,793 | $220.0K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,989 | $228.9K | 0.00% | +12+0.2% | Added |
| Wellington Shields & Co., LLC | 5,000 | $229.4K | 0.06% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $229.4K | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,131 | $235.5K | 0.01% | −890−14.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,136 | $235.7K | 0.00% | +50+1.0% | Added |
| CIBC Asset Management Inc | 5,594 | $256.7K | 0.00% | −128−2.2% | Reduced |
| Jacobi Capital Management LLC | 5,663 | $259.9K | 0.02% | +8+0.1% | Added |
| Everence Capital Management Inc | 5,680 | $261.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 5,752 | $264.0K | 0.00% | +757+15.2% | Added |
| US Bancorp | 5,904 | $270.9K | 0.00% | −835−12.4% | Reduced |
| MQS Management LLC | 6,021 | $276.3K | 0.16% | +6,021 | New |
| Baird Financial Group, Inc. | 6,119 | $280.8K | 0.00% | +620+11.3% | Added |
| Algert Global LLC | 6,257 | $287.1K | 0.00% | +950+17.9% | Added |
| Russell Investments Group, Ltd. | 6,259 | $287.2K | 0.00% | +4,271+214.8% | Added |
| Entropy Technologies, LP | 6,269 | $287.7K | 0.02% | +6,269 | New |
| Ieq Capital, LLC | 6,322 | $290.1K | 0.00% | −652−9.3% | Reduced |
| CIBC Bancorp USA Inc. | 6,378 | $292.7K | 0.00% | +6,378 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $296.2K | 0.05% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,500 | $298.3K | 0.06% | +2,500+62.5% | Added |
| PFG Investments, LLC | 6,569 | $301.4K | 0.02% | +30.0% | Added |
| Hutchinson Capital Management | 6,612 | $303.4K | 0.05% | +20.0% | Added |
| Maple Capital Management, Inc. | 6,667 | $305.9K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,674 | $306.3K | 0.00% | −978−12.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,830 | $313.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 6,900 | $316.6K | 0.00% | −4,200−37.8% | Reduced |
| Meeder Advisory Services, Inc. | 6,916 | $317.4K | 0.01% | −15−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,912 | $318.5K | 0.00% | +510+8.0% | Added |
| TRUE Private Wealth Advisors | 7,200 | $330.4K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,231 | $332.0K | 0.00% | +7,231 | New |
| Wealth Architects, LLC | 7,235 | $332.0K | 0.03% | +287+4.1% | Added |
| Edgestream Partners, L.P. | 7,253 | $332.8K | 0.01% | +7,253 | New |
| Sound Income Strategies, LLC | 7,210 | $337.1K | 0.02% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 7,453 | $342.0K | 0.33% | −396−5.0% | Reduced |
| Blackhill Capital Inc | 7,600 | $348.8K | 0.02% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 7,633 | $350.3K | 0.00% | +96+1.3% | Added |
| Public Employees Retirement Association of Colorado | 7,737 | $355.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 7,747 | $355.5K | 0.00% | +83+1.1% | Added |
| Teacher Retirement System of Texas | 7,791 | $357.5K | 0.00% | −1,239−13.7% | Reduced |
| ELCO Management Co., LLC | 7,943 | $364.5K | 0.19% | −959−10.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,504 | $390.2K | 0.00% | +8,504 | New |
| Susquehanna International Group, LLP | 8,783 | $403.1K | 0.00% | −66,663−88.4% | Reduced |
| Sovereign Financial Group, Inc. | 8,852 | $406.2K | 0.08% | −868−8.9% | Reduced |
| CI Private Wealth, LLC | 8,925 | $409.6K | 0.00% | +4,243+90.6% | Added |
| Holocene Advisors, LP | 9,006 | $413.3K | 0.00% | −31,524−77.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,008 | $413.4K | 0.00% | +983+12.2% | Added |
| CWM, LLC | 9,495 | $436.0K | 0.00% | +2,717+40.1% | Added |
| Ensign Peak Advisors, Inc | 10,114 | $464.1K | 0.00% | −13,900−57.9% | Reduced |
| Captrust Financial Advisors | 10,188 | $467.5K | 0.00% | +10,188 | New |
| Capstone Investment Advisors, LLC | 10,263 | $471.0K | 0.00% | +10,263 | New |
| Gitterman Wealth Management, LLC | 10,306 | $472.9K | 0.11% | +5,845+131.0% | Added |
| Resona Asset Management Co.,Ltd. | 10,447 | $479.4K | 0.00% | −864−7.6% | Reduced |
| Quantbot Technologies LP | 10,518 | $482.7K | 0.01% | +888+9.2% | Added |
| D.A. Davidson & Co. | 10,547 | $484.0K | 0.00% | −658−5.9% | Reduced |
| Oxford Asset Management LLP | 10,575 | $485.3K | 0.16% | +5,419+105.1% | Added |
| Natixis Advisors, L.P. | 10,587 | $486.0K | 0.00% | −472−4.3% | Reduced |
| Pathstone Holdings, LLC | 10,782 | $494.8K | 0.00% | +832+8.4% | Added |
| Daiwa Securities Group Inc. | 10,924 | $501.0K | 0.00% | −1,204−9.9% | Reduced |
| Voya Investment Management LLC | 11,197 | $513.8K | 0.00% | −5,549−33.1% | Reduced |
| Clean Yield Group | 11,235 | $515.6K | 0.15% | −250−2.2% | Reduced |
| Banque Pictet & Cie SA | 11,304 | $518.7K | 0.01% | −71−0.6% | Reduced |
| Ethic Inc. | 11,520 | $528.7K | 0.01% | +928+8.8% | Added |
| Legato Capital Management LLC | 11,848 | $543.7K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 11,886 | $545.4K | 0.00% | +19+0.2% | Added |
| Pictet Asset Management Holding SA | 12,148 | $557.5K | 0.00% | −981−7.5% | Reduced |
| Stifel Financial Corp | 12,320 | $565.4K | 0.00% | −378−3.0% | Reduced |
| Cullen Capital Management LLC | 12,487 | $573.0K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,531 | $575.0K | 0.00% | +4,475+55.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,432 | $576.2K | 0.00% | +1,115+9.9% | Added |
| Allworth Financial LP | 12,612 | $578.8K | 0.00% | +178+1.4% | Added |
| Commonwealth Equity Services, LLC | 13,161 | $604.0K | 0.00% | +268+2.1% | Added |
| Toroso Investments, LLC | 13,216 | $606.5K | 0.00% | −409−3.0% | Reduced |
| Atria Investments LLC | 13,251 | $608.1K | 0.01% | +6,676+101.5% | Added |
| Oregon Public Employees Retirement Fund | 13,414 | $615.6K | 0.01% | −200−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,500 | $619.5K | 0.13% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,887 | $637.3K | 0.00% | −48,076−77.6% | Reduced |
| Elo Mutual Pension Insurance Co | 14,007 | $642.8K | 0.01% | −127−0.9% | Reduced |
| KLP Kapitalforvaltning AS | 14,200 | $651.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14,292 | $655.9K | 0.00% | +501+3.6% | Added |
| Engineers Gate Manager LP | 14,556 | $668.0K | 0.01% | +8,750+150.7% | Added |
| Capital Fund Management S.A. | 14,564 | $668.3K | 0.01% | −10,796−42.6% | Reduced |
| Manchester Capital Management LLC | 14,881 | $682.9K | 0.09% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 14,950 | $686.1K | 1.33% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,004 | $688.5K | 0.00% | +646+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 15,839 | $726.9K | 0.00% | −157−1.0% | Reduced |
| South Dakota Investment Council | 15,915 | $730.0K | 0.01% | −3,600−18.4% | Reduced |
| Private Advisor Group, LLC | 15,933 | $731.2K | 0.00% | −90−0.6% | Reduced |