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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 214,279 | $9.28M | 0.00% | −25,833−10.8% | Reduced |
| JPMorgan Chase & Co | 225,886 | $9.79M | 0.00% | −51,359−18.5% | Reduced |
| Goldman Sachs Group Inc | 226,290 | $9.81M | 0.00% | −33,702−13.0% | Reduced |
| UBS Asset Management Americas Inc | 234,643 | $10.2M | 0.00% | −7,134−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 238,840 | $10.3M | 0.12% | +238,840 | New |
| Raymond James Financial Inc | 281,888 | $12.2M | 0.00% | −16,394−5.5% | Reduced |
| Principal Financial Group Inc | 284,023 | $12.3M | 0.01% | −3,682−1.3% | Reduced |
| Victory Capital Management Inc | 315,465 | $13.7M | 0.01% | +47,365+17.7% | Added |
| Beck Bode, LLC | 388,418 | $16.8M | 2.80% | −13,843−3.4% | Reduced |
| Triodos Investment Management BV | 414,000 | $18.0M | 1.30% | −79,000−16.0% | Reduced |
| Nuveen, LLC | 440,074 | $19.1M | 0.00% | +48,772+12.5% | Added |
| KBC Group NV | 446,627 | $19.4M | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 504,836 | $21.9M | 0.00% | −63,967−11.2% | Reduced |
| Northern Trust Corp | 611,552 | $26.5M | 0.00% | −43,702−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 710,668 | $30.8M | 0.00% | −7,887−1.1% | Reduced |
| Cbre Clarion Securities LLC | 722,345 | $31.3M | 0.46% | −7,918−1.1% | Reduced |
| Legal & General Group Plc | 763,847 | $33.1M | 0.01% | +3,586+0.5% | Added |
| Morgan Stanley | 767,034 | $33.2M | 0.00% | −35,091−4.4% | Reduced |
| Invesco Ltd. | 954,234 | $41.3M | 0.00% | +57,170+6.4% | Added |
| Dimensional Fund Advisors LP | 1,153,931 | $50.0M | 0.01% | +4,913+0.4% | Added |
| First Trust Advisors LP | 1,367,978 | $59.3M | 0.04% | −36,342−2.6% | Reduced |
| Geode Capital Management, LLC | 1,420,950 | $61.6M | 0.00% | +4,613+0.3% | Added |
| FMR LLC | 1,796,148 | $77.8M | 0.00% | +393,016+28.0% | Added |
| Nuance Investments, LLC | 1,825,390 | $79.1M | 8.71% | +60,931+3.5% | Added |
| Amundi | 2,738,993 | $118.6M | 0.03% | +462,394+20.3% | Added |
| State Street Corp | 3,029,950 | $131.3M | 0.00% | −71,051−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,337,205 | $144.6M | 0.09% | +36,296+1.1% | Added |
| Vanguard Group Inc | 7,346,457 | $318.3M | 0.00% | +34,155+0.5% | Added |
| BlackRock, Inc. | 10,681,351 | $462.8M | 0.01% | +233,117+2.2% | Added |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −47,047−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −37,534−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −22,318−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,795−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,924−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −14,950−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −14,007−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −10,575−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,263−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −8,925−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,504−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,791−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,322−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −5,752−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,594−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −4,989−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,673−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Thematics Asset Management | – | – | – | – | Not filed |
| First National Corp | – | – | – | – | Not filed |
| Gitterman Wealth Management, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |