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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.

Q4 2025 vs. Q3 2025

How the institutions holding California Water Service Group changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CWT: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3377329−1
Shares50.1M161.4K50.1M+185.2K (+0.4%)
Value$2.30B$7.36M$2.17B−$119.4M (−5.2%)

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held California Water Service Group at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CWT in Q4 2025
InstitutionSharesValue% of portfolio
ExodusPoint Capital Management, LP238,840$10.3M0.12%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.54,407$2.36M0.08%
Point72 Asset Management, L.P.40,192$1.74M0.00%
Zimmer Partners, LP38,500$1.67M0.04%
XTX Topco Ltd36,819$1.60M0.04%
Norges Bank22,114$958.2K0.00%
Y-Intercept (Hong Kong) Ltd19,956$864.7K0.02%
HSBC Holdings PLC13,298$574.1K0.00%
Campbell & CO Investment Adviser LLC13,237$573.6K0.03%
Versor Investments LP12,606$546.2K0.09%
Abacus Wealth Partners, LLC12,519$542.4K0.05%
Perigon Wealth Management, LLC10,206$442.2K0.01%
Qube Research & Technologies Ltd10,091$437.2K0.00%
Sciencast Management LP8,815$382.0K0.05%
Glenmede Trust Co NA7,590$328.9K0.00%
Ketron Financial6,900$299.0K0.10%
PharVision Advisers, LLC6,756$292.7K0.15%
Profund Advisors LLC5,077$220.0K0.01%
Blue Water Asset Management4,835$209.5K0.08%
Virtue Capital Management, LLC4,733$203.3K0.03%
Pinnacle Wealth Planning Services, Inc.2,178$94.4K0.01%
Los Angeles Capital Management LLC1,879$84.9K0.00%
Tower View Investment Management & Research LLC531$23.0K0.01%
Vega Investment Solutions445$19.3K0.00%
Zions Bancorporation, National Association239$10.4K0.00%
Basecamp Wealth Advisors LLC149$6.46K0.00%
Evolution Wealth Management Inc.141$6.11K0.01%
Garton & Associates Financial Advisors LLC73$3.14K0.00%
SageView Advisory Group, LLC59$2.56K0.00%
Westside Investment Management, Inc.26$1.13K0.00%
Torren Management, LLC21$9150.00%
Signature Equity Partners, LLC20$8670.00%
UMA Financial Services, Inc.18$7800.00%
Keating Financial Advisory Services, Inc.13$5630.00%
Ankerstar Wealth, LLC12$5200.00%
Flagship Harbor Advisors, LLC7$3050.00%
Dunhill Financial, LLC1$590.00%
Hughes Financial Services, LLC1$430.00%

Sold out (39)

Institutions that held California Water Service Group at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CWT in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Verition Fund Management LLC47,047$2.16M
Jackson Creek Investment Advisors LLC37,534$1.72M
Voloridge Investment Management, LLC22,318$1.02M
Brevan Howard Capital Management LP18,795$862.5K
Gsa Capital Partners LLP17,924$823.0K
Penn Mutual Asset Management, LLC14,950$686.1K
Elo Mutual Pension Insurance Co14,007$642.8K
Natixis Advisors, L.P.10,587$486.0K
Oxford Asset Management LLP10,575$485.3K
Quantbot Technologies LP10,518$482.7K
Capstone Investment Advisors, LLC10,263$471.0K
CI Private Wealth, LLC8,925$409.6K
Connor, Clark & Lunn Investment Management Ltd.8,504$390.2K
Teacher Retirement System of Texas7,791$357.5K
Edgestream Partners, L.P.7,253$332.8K
Ieq Capital, LLC6,322$290.1K
JustInvest LLC5,752$264.0K
CIBC Asset Management Inc5,594$256.7K
Mission Wealth Management, LP4,989$228.9K
Neuberger Berman Group LLC4,685$215.0K
Hohimer Wealth Management, LLC4,673$214.4K
Alan B. Lancz & Associates, Inc.4,600$211.1K
Evergreen Capital Management LLC4,548$208.7K
Mather Group, LLC.1,528$70.1K
Bokf, NA1,034$47.5K
Advisory Services Network, LLC957$43.9K
Clearstead Advisors, LLC626$28.7K
Grey Fox Wealth Advisors, LLC504$23.1K
Rise Advisors, LLC237$10.9K
Principal Securities, Inc.158$7.25K
Wealthspire Advisors, LLC107$4.91K
Simplex Trading, LLC46$2.00K
Transamerica Financial Advisors, Inc.36$1.65K
Atlantic Trust, LLC30$1.38K
Tortoise Investment Management, LLC29$1.33K
Annis Gardner Whiting Capital Advisors, LLC17$781
TD Private Client Wealth LLC15$688
Cornerstone Planning Group LLC6$271
Cloud Capital Management, LLC5$0

Not filed for Q4 2025 yet (7)

Institutions that held California Water Service Group at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CWT in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Thematics Asset Management100,470$4.61M
First National Corp36,140$1.61M
Gitterman Wealth Management, LLC10,306$472.9K
Glenmede Investment Management, LP7,633$350.3K
CIBC Bancorp USA Inc.6,378$292.7K
Shell Asset Management Co322$15.0K
Hemington Wealth Management174$7.00K