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Livermore
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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.

13F holders, Q4 2025

Institutional positions in California Water Service Group as of Dec 31, 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
329
−1 vs. Q3 2025
Shares held
50.1M
+185.2K (+0.4%) vs. Q3 2025
Total value
$2.17B
−$119.4M (−5.2%) vs. Q3 2025
New holders
38
97 more added
Sold out
39
130 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 329 institutions
Q1 2021: 259 institutionsQ2 2021: 251 institutionsQ3 2021: 268 institutionsQ4 2021: 307 institutionsQ1 2022: 312 institutionsQ2 2022: 281 institutionsQ3 2022: 281 institutionsQ4 2022: 295 institutionsQ1 2023: 299 institutionsQ2 2023: 286 institutionsQ3 2023: 273 institutionsQ4 2023: 285 institutionsQ1 2024: 275 institutionsQ2 2024: 299 institutionsQ3 2024: 324 institutionsQ4 2024: 323 institutionsQ1 2025: 330 institutionsQ2 2025: 338 institutionsQ3 2025: 337 institutionsQ4 2025: 329 institutionsQ1 2026: 339 institutionsQ2 2026: 346 institutions
Value heldQ4 2025: $2.17B
Q1 2021: $2.18BQ2 2021: $2.20BQ3 2021: $2.40BQ4 2021: $2.96BQ1 2022: $2.51BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.73BQ1 2023: $2.61BQ2 2023: $2.44BQ3 2023: $2.26BQ4 2023: $2.47BQ1 2024: $2.27BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.23BQ1 2025: $2.45BQ2 2025: $2.29BQ3 2025: $2.30BQ4 2025: $2.17BQ1 2026: $2.32BQ2 2026: $2.69B
Institutions holding CWT and their total value by quarter
QuarterHoldersValue
Q2 2026346$2.69B
Q1 2026339$2.32B
Q4 2025329$2.17B
Q3 2025337$2.30B
Q2 2025338$2.29B
Q1 2025330$2.45B
Q4 2024323$2.23B
Q3 2024324$2.63B
Q2 2024299$2.34B
Q1 2024275$2.27B
Q4 2023285$2.47B
Q3 2023273$2.26B
Q2 2023286$2.44B
Q1 2023299$2.61B
Q4 2022295$2.73B
Q3 2022281$2.31B
Q2 2022281$2.44B
Q1 2022312$2.51B
Q4 2021307$2.96B
Q3 2021268$2.40B
Q2 2021251$2.20B
Q1 2021259$2.18B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2025.

Institutions holding CWT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd4$00.00%00.0%Unchanged
Hughes Financial Services, LLC1$430.00%+1New
Dunhill Financial, LLC1$590.00%+1New
Rialto Wealth Management, LLC2$870.00%−2−50.0%Reduced
HFM Investment Advisors, LLC2$870.00%00.0%Unchanged
SJS Investment Consulting Inc.3$1300.00%−1−25.0%Reduced
Private Wealth Asset Management, LLC3$1300.00%00.0%Unchanged
Abound Wealth Management4$1740.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC6$2590.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2600.00%00.0%Unchanged
MAI Capital Management7$3040.00%−200−96.6%Reduced
Flagship Harbor Advisors, LLC7$3050.00%+7New
Ankerstar Wealth, LLC12$5200.00%+12New
Keating Financial Advisory Services, Inc.13$5630.00%+13New
Rossby Financial, LCC14$6070.00%+3+27.3%Added
Ronald Blue Trust, Inc.16$6930.00%−6−27.3%Reduced
UMA Financial Services, Inc.18$7800.00%+18New
Signature Equity Partners, LLC20$8670.00%+20New
Torren Management, LLC21$9150.00%+21New
Bell Investment Advisors, Inc23$9970.00%−11−32.4%Reduced
Assetmark, Inc23$9970.00%−4−14.8%Reduced
Fortitude Family Office, LLC25$1.08K0.00%+2+8.7%Added
Sunbelt Securities, Inc.26$1.13K0.00%−11−29.7%Reduced
Westside Investment Management, Inc.26$1.13K0.00%+26New
Boreal Capital Management LLC34$1.47K0.00%00.0%Unchanged
Essential Partners LLC35$1.52K0.00%−827−95.9%Reduced
JFS Wealth Advisors, LLC35$1.52K0.00%+15+75.0%Added
Farmers & Merchants Investments Inc36$1.56K0.00%00.0%Unchanged
Huntington National Bank40$1.73K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd44$1.91K0.00%−56−56.0%Reduced
Northwestern Mutual Wealth Management Co52$2.25K0.00%00.0%Unchanged
SageView Advisory Group, LLC59$2.56K0.00%+59New
TD Waterhouse Canada Inc.60$2.60K0.00%00.0%Unchanged
Parkside Financial Bank & Trust62$2.69K0.00%+47+313.3%Added
Private Wealth Management Group, LLC65$2.82K0.00%00.0%Unchanged
Garton & Associates Financial Advisors LLC73$3.14K0.00%+73New
Root Financial Partners, LLC79$3.42K0.00%+9+12.9%Added
CIBC Private Wealth Group, LLC88$3.79K0.00%−1,062−92.3%Reduced
Bare Financial Services, Inc89$3.86K0.00%−75−45.7%Reduced
MCF Advisors LLC100$4.33K0.00%00.0%Unchanged
SBI Securities Co., Ltd.119$5.16K0.00%00.0%Unchanged
BFSG, LLC136$5.89K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.142$6.10K0.00%00.0%Unchanged
Evolution Wealth Management Inc.141$6.11K0.01%+141New
Basecamp Wealth Advisors LLC149$6.46K0.00%+149New
Smartleaf Asset Management LLC151$6.58K0.00%+17+12.7%Added
GWM Advisors LLC186$8.04K0.00%+11+6.3%Added
AdvisorNet Financial, Inc202$8.75K0.00%00.0%Unchanged
Hantz Financial Services, Inc.202$9.00K0.00%−678−77.0%Reduced
Manchester Capital Management LLC220$9.53K0.00%−14,661−98.5%Reduced
Harbor Capital Advisors, Inc.228$10.0K0.00%−4−1.7%Reduced
Zions Bancorporation, National Association239$10.4K0.00%+239New
Leonteq Securities AG253$11.0K0.00%+55+27.8%Added
Westfuller Advisors, LLC266$11.5K0.00%+1+0.4%Added
Costello Asset Management, INC273$11.8K0.00%+1+0.4%Added
True Wealth Design, LLC296$12.8K0.00%−277−48.3%Reduced
Central Trust Co304$13.2K0.00%00.0%Unchanged
Fifth Third Bancorp325$14.1K0.00%−33−9.2%Reduced
Umb Bank N A336$14.6K0.00%+45+15.5%Added
IFP Advisors, Inc363$15.7K0.00%00.0%Unchanged
Salomon & Ludwin, LLC373$15.9K0.00%+26+7.5%Added
Capital Advisors, Ltd. LLC362$16.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB396$17.2K0.00%+19+5.0%Added
Trust Co of Toledo NA400$17.3K0.00%00.0%Unchanged
Parvin Asset Management, LLC400$17.3K0.01%00.0%Unchanged
HM Payson & Co420$18.2K0.00%00.0%Unchanged
Bessemer Group Inc443$19.0K0.00%+259+140.8%Added
Vega Investment Solutions445$19.3K0.00%+445New
Nomura Asset Management Co Ltd450$19.5K0.00%00.0%Unchanged
Quarry LP456$19.8K0.00%+408+850.0%Added
Versant Capital Management, Inc461$20.0K0.00%−178−27.9%Reduced
Banque Cantonale Vaudoise453$20.0K0.00%00.0%Unchanged
Parallel Advisors, LLC478$20.8K0.00%+31+6.9%Added
Tower View Investment Management & Research LLC531$23.0K0.01%+531New
SRS Capital Advisors, Inc.591$25.6K0.00%−3,938−87.0%Reduced
Danske Bank A/S600$26.0K0.00%00.0%Unchanged
Harbour Investments, Inc.600$26.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC603$26.1K0.00%−295−32.9%Reduced
Creative Financial Designs Inc603$26.1K0.00%−1,724−74.1%Reduced
Clarity Asset Management, Inc.605$26.2K0.01%+4+0.7%Added
Quadrant Capital Group LLC611$26.5K0.00%+75+14.0%Added
Pinnacle Bancorp, Inc.670$29.0K0.01%00.0%Unchanged
NBT Bank N A700$30.3K0.00%00.0%Unchanged
Larson Financial Group LLC768$33.3K0.00%−27−3.4%Reduced
Whittier Trust Co800$34.7K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC846$36.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)850$36.8K0.00%−3,162−78.8%Reduced
Caldwell Sutter Capital, Inc.855$37.0K0.02%00.0%Unchanged
Aster Capital Management (DIFC) Ltd929$40.3K0.02%−10−1.1%Reduced
Kelly Lawrence W & Associates Inc1,000$43.3K0.01%00.0%Unchanged
Jones Financial Companies LLLP1,201$52.0K0.00%−84−6.5%Reduced
Whittier Trust Co of Nevada Inc1,243$53.9K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.1,370$59.4K0.00%−273−16.6%Reduced
Broadwater Capital Management LLC1,400$60.7K0.05%00.0%Unchanged
Signaturefd, LLC1,590$68.9K0.00%+126+8.6%Added
Global Retirement Partners, LLC1,658$71.8K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.1,661$72.0K0.02%00.0%Unchanged
Sittner & Nelson, LLC1,620$72.0K0.03%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,898$82.0K0.00%+1,050+123.8%Added
Los Angeles Capital Management LLC1,879$84.9K0.00%+1,879New