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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 134 | $6.08K | 0.00% | +81+152.8% | Added |
| SBI Securities Co., Ltd. | 119 | $5.46K | 0.00% | +1+0.8% | Added |
| Wealthspire Advisors, LLC | 107 | $4.91K | 0.00% | +107 | 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 |
| Root Financial Partners, LLC | 70 | $3.21K | 0.00% | +70 | New |
| Private Wealth Management Group, LLC | 65 | $2.98K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 60 | $2.67K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $2.39K | 0.00% | −261−83.4% | Reduced |
| Quarry LP | 48 | $2.20K | 0.00% | +48 | New |
| Simplex Trading, LLC | 46 | $2.00K | 0.00% | −272−85.5% | Reduced |
| Huntington National Bank | 40 | $1.84K | 0.00% | −31−43.7% | Reduced |
| Sunbelt Securities, Inc. | 37 | $1.70K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 36 | $1.65K | 0.00% | −4−10.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 36 | $1.65K | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 34 | $1.56K | 0.00% | +11+47.8% | Added |
| Boreal Capital Management LLC | 34 | $1.56K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $1.33K | 0.00% | +29 | New |
| Assetmark, Inc | 27 | $1.24K | 0.00% | −17−38.6% | Reduced |
| Fortitude Family Office, LLC | 23 | $1.05K | 0.00% | +1+4.5% | Added |
| Ronald Blue Trust, Inc. | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $918 | 0.00% | +7+53.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $781 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $689 | 0.00% | −31−67.4% | Reduced |
| TD Private Client Wealth LLC | 15 | $688 | 0.00% | +15 | New |
| Rossby Financial, LCC | 11 | $490 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $282 | 0.00% | −1−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $275 | 0.00% | +4+200.0% | Added |
| Cornerstone Planning Group LLC | 6 | $271 | 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 |
| Private Wealth Asset Management, LLC | 3 | $138 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $92 | 0.00% | −1−33.3% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −93,546−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −69,577−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −54,257−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −48,207−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −41,685−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −36,810−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −31,944−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,844−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −19,565−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −12,439−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,575−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −9,953−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −6,909−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,325−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,817−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Graney & King, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Teton Advisors, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |
| Vega Investment Solutions | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |