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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 6,674 | $306.3K | 0.00% | −978−12.8% | Reduced |
| Maple Capital Management, Inc. | 6,667 | $305.9K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 6,612 | $303.4K | 0.05% | +20.0% | Added |
| PFG Investments, LLC | 6,569 | $301.4K | 0.02% | +30.0% | Added |
| Spirit of America Management Corp | 6,500 | $298.3K | 0.06% | +2,500+62.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $296.2K | 0.05% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 6,378 | $292.7K | 0.00% | +6,378 | New |
| Ieq Capital, LLC | 6,322 | $290.1K | 0.00% | −652−9.3% | Reduced |
| Entropy Technologies, LP | 6,269 | $287.7K | 0.02% | +6,269 | New |
| Russell Investments Group, Ltd. | 6,259 | $287.2K | 0.00% | +4,271+214.8% | Added |
| Algert Global LLC | 6,257 | $287.1K | 0.00% | +950+17.9% | Added |
| Baird Financial Group, Inc. | 6,119 | $280.8K | 0.00% | +620+11.3% | Added |
| MQS Management LLC | 6,021 | $276.3K | 0.16% | +6,021 | New |
| US Bancorp | 5,904 | $270.9K | 0.00% | −835−12.4% | Reduced |
| JustInvest LLC | 5,752 | $264.0K | 0.00% | +757+15.2% | Added |
| Everence Capital Management Inc | 5,680 | $261.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,663 | $259.9K | 0.02% | +8+0.1% | Added |
| CIBC Asset Management Inc | 5,594 | $256.7K | 0.00% | −128−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,136 | $235.7K | 0.00% | +50+1.0% | Added |
| Ameritas Investment Partners, Inc. | 5,131 | $235.5K | 0.01% | −890−14.8% | Reduced |
| 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 |
| Mission Wealth Management, LP | 4,989 | $228.9K | 0.00% | +12+0.2% | Added |
| Crossmark Global Holdings, Inc. | 4,793 | $220.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 4,697 | $215.5K | 0.00% | +56+1.2% | Added |
| Neuberger Berman Group LLC | 4,685 | $215.0K | 0.00% | −189−3.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,673 | $214.4K | 0.03% | +4,673 | New |
| Alan B. Lancz & Associates, Inc. | 4,600 | $211.1K | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,548 | $208.7K | 0.00% | +4,548 | New |
| SRS Capital Advisors, Inc. | 4,529 | $207.8K | 0.00% | +4,444+5,228.2% | Added |
| Asset Planning,Inc | 4,500 | $206.5K | 0.15% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,143 | $190.1K | 0.00% | +2,528+156.5% | Added |
| Tower Research Capital LLC (TRC) | 4,012 | $184.1K | 0.01% | −2,274−36.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,915 | $179.7K | 0.00% | +89+2.3% | Added |
| Rothschild Investment LLC | 2,530 | $116.1K | 0.01% | −219−8.0% | Reduced |
| Creative Financial Designs Inc | 2,327 | $106.8K | 0.01% | −10,558−81.9% | Reduced |
| Millstone Evans Group, LLC | 2,250 | $103.3K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,026 | $93.0K | 0.01% | +512+33.8% | Added |
| GHP Investment Advisors, Inc. | 2,013 | $92.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $76.2K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,658 | $76.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,643 | $75.4K | 0.00% | +1,643 | New |
| Sittner & Nelson, LLC | 1,620 | $74.3K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,528 | $70.1K | 0.00% | +1,528 | New |
| Signaturefd, LLC | 1,464 | $67.2K | 0.00% | +67+4.8% | Added |
| Broadwater Capital Management LLC | 1,400 | $64.2K | 0.05% | −62,272−97.8% | Reduced |
| Jones Financial Companies LLLP | 1,285 | $58.7K | 0.00% | +186+16.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,150 | $52.8K | 0.00% | +1,077+1,475.3% | Added |
| Bokf, NA | 1,034 | $47.5K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 957 | $43.9K | 0.00% | +957 | New |
| Aster Capital Management (DIFC) Ltd | 939 | $43.1K | 0.02% | +939 | New |
| EverSource Wealth Advisors, LLC | 898 | $41.2K | 0.00% | +201+28.8% | Added |
| Hantz Financial Services, Inc. | 880 | $40.0K | 0.00% | +655+291.1% | Added |
| Essential Partners LLC | 862 | $39.6K | 0.01% | +802+1,336.7% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $39.2K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 848 | $39.0K | 0.00% | +59+7.5% | Added |
| Beaird Harris Wealth Management, LLC | 846 | $38.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 795 | $36.5K | 0.00% | −1−0.1% | Reduced |
| Whittier Trust Co | 800 | $36.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 700 | $32.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $30.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 639 | $29.3K | 0.00% | −47−6.9% | Reduced |
| Clearstead Advisors, LLC | 626 | $28.7K | 0.00% | +193+44.6% | Added |
| Clarity Asset Management, Inc. | 601 | $27.6K | 0.02% | +4+0.7% | Added |
| Danske Bank A/S | 600 | $27.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $27.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 573 | $26.3K | 0.01% | +192+50.4% | Added |
| Farther Finance Advisors, LLC | 547 | $25.1K | 0.00% | +531+3,318.8% | Added |
| Quadrant Capital Group LLC | 536 | $24.6K | 0.00% | +536 | New |
| Grey Fox Wealth Advisors, LLC | 504 | $23.1K | 0.00% | +504 | New |
| Banque Cantonale Vaudoise | 453 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 450 | $20.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 447 | $20.5K | 0.00% | −4−0.9% | Reduced |
| HM Payson & Co | 420 | $19.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 377 | $17.3K | 0.00% | −20−5.0% | Reduced |
| Capital Advisors, Ltd. LLC | 362 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 363 | $16.7K | 0.00% | −72−16.6% | Reduced |
| Fifth Third Bancorp | 358 | $16.4K | 0.00% | +113+46.1% | Added |
| Salomon & Ludwin, LLC | 347 | $15.8K | 0.00% | +347 | New |
| Shell Asset Management Co | 322 | $15.0K | 0.00% | −924−74.2% | Reduced |
| Central Trust Co | 304 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 291 | $13.4K | 0.00% | +42+16.9% | Added |
| Costello Asset Management, INC | 272 | $12.5K | 0.00% | +2+0.7% | Added |
| Westfuller Advisors, LLC | 265 | $12.1K | 0.01% | +265 | New |
| Harbor Capital Advisors, Inc. | 232 | $11.0K | 0.00% | −4−1.7% | Reduced |
| Rise Advisors, LLC | 237 | $10.9K | 0.00% | +1+0.4% | Added |
| MAI Capital Management | 207 | $9.50K | 0.00% | −70−25.3% | Reduced |
| AdvisorNet Financial, Inc | 202 | $9.27K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 198 | $9.09K | 0.00% | +26+15.1% | Added |
| Bessemer Group Inc | 184 | $9.00K | 0.00% | +150+441.2% | Added |
| GWM Advisors LLC | 175 | $8.02K | 0.00% | +175 | New |
| Bare Financial Services, Inc | 164 | $7.53K | 0.00% | +29+21.5% | Added |
| Principal Securities, Inc. | 158 | $7.25K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.52K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 136 | $6.24K | 0.00% | 00.0% | Unchanged |