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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
GHP Investment Advisors, Inc.2,013$87.2K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,178$94.4K0.01%+2,178New
Millstone Evans Group, LLC2,250$97.5K0.06%00.0%Unchanged
Rothschild Investment LLC2,525$109.4K0.01%−5−0.2%Reduced
Sterling Capital Management LLC3,458$149.8K0.00%−685−16.5%Reduced
GAMMA Investing LLC3,823$165.7K0.01%+1,797+88.7%Added
Steward Partners Investment Advisory, LLC3,929$170.2K0.00%+14+0.4%Added
Farther Finance Advisors, LLC4,145$179.6K0.00%+3,598+657.8%Added
New Age Alpha Advisors, LLC4,406$190.9K0.01%−95,071−95.6%Reduced
Asset Planning,Inc4,500$195.0K0.14%00.0%Unchanged
Susquehanna International Group, LLP4,684$203.0K0.00%−4,099−46.7%Reduced
Virtue Capital Management, LLC4,733$203.3K0.03%+4,733New
Xponance, Inc.4,733$205.1K0.00%+36+0.8%Added
Crossmark Global Holdings, Inc.4,793$207.7K0.00%00.0%Unchanged
Blue Water Asset Management4,835$209.5K0.08%+4,835New
Ameritas Investment Partners, Inc.4,856$210.4K0.01%−275−5.4%Reduced
Ensign Peak Advisors, Inc4,914$212.9K0.00%−5,200−51.4%Reduced
The PNC Financial Services Group, Inc.4,941$214.1K0.00%−195−3.8%Reduced
Wellington Shields & Co., LLC5,000$216.7K0.05%00.0%Unchanged
Corient IA LLC5,000$216.7K0.20%00.0%Unchanged
Profund Advisors LLC5,077$220.0K0.01%+5,077New
Meeder Advisory Services, Inc.5,261$228.0K0.01%−1,655−23.9%Reduced
Russell Investments Group, Ltd.5,358$232.1K0.00%−901−14.4%Reduced
Jacobi Capital Management LLC5,672$245.8K0.01%+9+0.2%Added
Everence Capital Management Inc5,680$246.0K0.01%00.0%Unchanged
CWM, LLC5,826$252.0K0.00%−3,669−38.6%Reduced
Advisor Group Holdings, Inc.5,880$254.9K0.00%−1,032−14.9%Reduced
US Bancorp5,926$256.8K0.00%+22+0.4%Added
Legato Capital Management LLC6,103$264.4K0.02%−5,745−48.5%Reduced
Mitchell McLeod Pugh & Williams Inc6,000$266.8K0.04%00.0%Unchanged
TRUE Private Wealth Advisors6,200$268.6K0.03%−1,000−13.9%Reduced
Algert Global LLC6,257$271.1K0.00%00.0%Unchanged
ELCO Management Co., LLC6,463$280.0K0.18%−1,480−18.6%Reduced
Spirit of America Management Corp6,500$281.6K0.06%00.0%Unchanged
Hutchinson Capital Management6,612$286.5K0.05%00.0%Unchanged
PFG Investments, LLC6,632$287.3K0.01%+63+1.0%Added
Maple Capital Management, Inc.6,667$288.9K0.02%00.0%Unchanged
PharVision Advisers, LLC6,756$292.7K0.15%+6,756New
Mutual of America Capital Management LLC6,811$295.1K0.00%+137+2.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,830$295.9K0.00%00.0%Unchanged
STRS Ohio6,900$299.0K0.00%00.0%Unchanged
Ketron Financial6,900$299.0K0.10%+6,900New
Wealth Architects, LLC7,061$306.0K0.03%−174−2.4%Reduced
Cullen Capital Management LLC7,125$308.7K0.00%−5,362−42.9%Reduced
Baird Financial Group, Inc.7,423$321.6K0.00%+1,304+21.3%Added
Glenmede Trust Co NA7,590$328.9K0.00%+7,590New
Sound Income Strategies, LLC7,210$329.3K0.02%00.0%Unchanged
Blackhill Capital Inc7,600$329.3K0.02%00.0%Unchanged
Public Employees Retirement Association of Colorado7,737$335.0K0.00%00.0%Unchanged
MQS Management LLC7,764$336.4K0.20%+1,743+28.9%Added
Green Alpha Advisors, LLC8,153$353.3K0.32%+700+9.4%Added
Entropy Technologies, LP8,253$357.6K0.02%+1,984+31.6%Added
Quadrature Capital Ltd8,413$364.5K0.00%+1,182+16.3%Added
Sovereign Financial Group, Inc.8,800$381.3K0.07%−52−0.6%Reduced
Sciencast Management LP8,815$382.0K0.05%+8,815New
Private Advisor Group, LLC9,011$390.4K0.00%−6,922−43.4%Reduced
Banque Pictet & Cie SA9,152$396.6K0.00%−2,152−19.0%Reduced
Captrust Financial Advisors9,379$406.4K0.00%−809−7.9%Reduced
Pathstone Holdings, LLC9,503$411.8K0.00%−1,279−11.9%Reduced
Wealth Enhancement Advisory Services, LLC9,950$431.1K0.00%−2,482−20.0%Reduced
Pictet Asset Management Holding SA10,019$434.1K0.00%−2,129−17.5%Reduced
Qube Research & Technologies Ltd10,091$437.2K0.00%+10,091New
Perigon Wealth Management, LLC10,206$442.2K0.01%+10,206New
Resona Asset Management Co.,Ltd.10,359$448.9K0.00%−88−0.8%Reduced
Ethic Inc.10,391$450.2K0.01%−1,129−9.8%Reduced
D.A. Davidson & Co.10,483$454.3K0.00%−64−0.6%Reduced
Clean Yield Group10,935$473.8K0.13%−300−2.7%Reduced
Daiwa Securities Group Inc.11,015$477.0K0.00%+91+0.8%Added
Federation des caisses Desjardins du Quebec11,190$484.9K0.00%+2,182+24.2%Added
Stifel Financial Corp11,797$511.2K0.00%−523−4.2%Reduced
Public Employees Retirement System of Ohio11,873$514.5K0.00%−13−0.1%Reduced
Atria Investments LLC12,098$524.2K0.01%−1,153−8.7%Reduced
Abacus Wealth Partners, LLC12,519$542.4K0.05%+12,519New
Versor Investments LP12,606$546.2K0.09%+12,606New
State of Tennessee, Treasury Department12,535$560.3K0.00%−4,177−25.0%Reduced
Cetera Investment Advisers12,953$561.3K0.00%−4,840−27.2%Reduced
Creative Planning12,962$561.6K0.00%−4,373−25.2%Reduced
Farmers & Merchants Trust Co of Long Beach13,000$563.3K0.13%−500−3.7%Reduced
Holocene Advisors, LP13,053$565.6K0.00%+4,047+44.9%Added
Mercer Global Advisors Inc13,092$567.3K0.00%−36,496−73.6%Reduced
Toroso Investments, LLC13,114$568.2K0.00%−102−0.8%Reduced
Royal Bank of Canada13,146$570.0K0.00%−40,695−75.6%Reduced
Quantinno Capital Management LP13,155$570.0K0.00%−5,021−27.6%Reduced
Campbell & CO Investment Adviser LLC13,237$573.6K0.03%+13,237New
HSBC Holdings PLC13,298$574.1K0.00%+13,298New
Oregon Public Employees Retirement Fund13,614$589.9K0.01%+200+1.5%Added
Commonwealth Equity Services, LLC13,729$594.9K0.00%+568+4.3%Added
Nisa Investment Advisors, LLC13,978$605.7K0.00%−314−2.2%Reduced
KLP Kapitalforvaltning AS14,200$615.3K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky14,769$640.0K0.00%−1,782−10.8%Reduced
Mackenzie Financial Corp15,634$679.8K0.00%+630+4.2%Added
Comerica Bank16,234$703.4K0.00%−2,813−14.8%Reduced
State Board of Administration of Florida Retirement System16,459$713.2K0.00%00.0%Unchanged
Yousif Capital Management, LLC16,115$720.2K0.01%−2,295−12.5%Reduced
Police & Firemen's Retirement System of New Jersey16,681$722.8K0.01%+133+0.8%Added
Arizona State Retirement System16,911$732.8K0.00%−716−4.1%Reduced
Amalgamated Bank17,319$750.0K0.01%+59+0.3%Added
Allspring Global Investments Holdings, LLC17,356$752.0K0.00%+1,517+9.6%Added
Cerity Partners LLC17,737$768.6K0.00%−2,113−10.6%Reduced
Freestone Grove Partners LP18,642$807.8K0.01%−22,353−54.5%Reduced