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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 6,103 | $264.4K | 0.02% | −5,745−48.5% | Reduced |
| US Bancorp | 5,926 | $256.8K | 0.00% | +22+0.4% | Added |
| Advisor Group Holdings, Inc. | 5,880 | $254.9K | 0.00% | −1,032−14.9% | Reduced |
| CWM, LLC | 5,826 | $252.0K | 0.00% | −3,669−38.6% | Reduced |
| Everence Capital Management Inc | 5,680 | $246.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,672 | $245.8K | 0.01% | +9+0.2% | Added |
| Russell Investments Group, Ltd. | 5,358 | $232.1K | 0.00% | −901−14.4% | Reduced |
| Meeder Advisory Services, Inc. | 5,261 | $228.0K | 0.01% | −1,655−23.9% | Reduced |
| Profund Advisors LLC | 5,077 | $220.0K | 0.01% | +5,077 | New |
| Wellington Shields & Co., LLC | 5,000 | $216.7K | 0.05% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $216.7K | 0.20% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,941 | $214.1K | 0.00% | −195−3.8% | Reduced |
| Ensign Peak Advisors, Inc | 4,914 | $212.9K | 0.00% | −5,200−51.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,856 | $210.4K | 0.01% | −275−5.4% | Reduced |
| Blue Water Asset Management | 4,835 | $209.5K | 0.08% | +4,835 | New |
| Crossmark Global Holdings, Inc. | 4,793 | $207.7K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 4,733 | $205.1K | 0.00% | +36+0.8% | Added |
| Virtue Capital Management, LLC | 4,733 | $203.3K | 0.03% | +4,733 | New |
| Susquehanna International Group, LLP | 4,684 | $203.0K | 0.00% | −4,099−46.7% | Reduced |
| Asset Planning,Inc | 4,500 | $195.0K | 0.14% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,406 | $190.9K | 0.01% | −95,071−95.6% | Reduced |
| Farther Finance Advisors, LLC | 4,145 | $179.6K | 0.00% | +3,598+657.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,929 | $170.2K | 0.00% | +14+0.4% | Added |
| GAMMA Investing LLC | 3,823 | $165.7K | 0.01% | +1,797+88.7% | Added |
| Sterling Capital Management LLC | 3,458 | $149.8K | 0.00% | −685−16.5% | Reduced |
| Rothschild Investment LLC | 2,525 | $109.4K | 0.01% | −5−0.2% | Reduced |
| Millstone Evans Group, LLC | 2,250 | $97.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,178 | $94.4K | 0.01% | +2,178 | New |
| GHP Investment Advisors, Inc. | 2,013 | $87.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,879 | $84.9K | 0.00% | +1,879 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,898 | $82.0K | 0.00% | +1,050+123.8% | Added |
| Sittner & Nelson, LLC | 1,620 | $72.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $72.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,658 | $71.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,590 | $68.9K | 0.00% | +126+8.6% | Added |
| Broadwater Capital Management LLC | 1,400 | $60.7K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,370 | $59.4K | 0.00% | −273−16.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $53.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,201 | $52.0K | 0.00% | −84−6.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $43.3K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 929 | $40.3K | 0.02% | −10−1.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $37.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 850 | $36.8K | 0.00% | −3,162−78.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 846 | $36.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 800 | $34.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 768 | $33.3K | 0.00% | −27−3.4% | Reduced |
| NBT Bank N A | 700 | $30.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 611 | $26.5K | 0.00% | +75+14.0% | Added |
| Clarity Asset Management, Inc. | 605 | $26.2K | 0.01% | +4+0.7% | Added |
| Creative Financial Designs Inc | 603 | $26.1K | 0.00% | −1,724−74.1% | Reduced |
| EverSource Wealth Advisors, LLC | 603 | $26.1K | 0.00% | −295−32.9% | Reduced |
| Danske Bank A/S | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 591 | $25.6K | 0.00% | −3,938−87.0% | Reduced |
| Tower View Investment Management & Research LLC | 531 | $23.0K | 0.01% | +531 | New |
| Parallel Advisors, LLC | 478 | $20.8K | 0.00% | +31+6.9% | Added |
| Banque Cantonale Vaudoise | 453 | $20.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 461 | $20.0K | 0.00% | −178−27.9% | Reduced |
| Quarry LP | 456 | $19.8K | 0.00% | +408+850.0% | Added |
| Nomura Asset Management Co Ltd | 450 | $19.5K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 445 | $19.3K | 0.00% | +445 | New |
| Bessemer Group Inc | 443 | $19.0K | 0.00% | +259+140.8% | Added |
| HM Payson & Co | 420 | $18.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 400 | $17.3K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $17.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 396 | $17.2K | 0.00% | +19+5.0% | Added |
| Capital Advisors, Ltd. LLC | 362 | $16.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 373 | $15.9K | 0.00% | +26+7.5% | Added |
| IFP Advisors, Inc | 363 | $15.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 336 | $14.6K | 0.00% | +45+15.5% | Added |
| Fifth Third Bancorp | 325 | $14.1K | 0.00% | −33−9.2% | Reduced |
| Central Trust Co | 304 | $13.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 296 | $12.8K | 0.00% | −277−48.3% | Reduced |
| Costello Asset Management, INC | 273 | $11.8K | 0.00% | +1+0.4% | Added |
| Westfuller Advisors, LLC | 266 | $11.5K | 0.00% | +1+0.4% | Added |
| Leonteq Securities AG | 253 | $11.0K | 0.00% | +55+27.8% | Added |
| Zions Bancorporation, National Association | 239 | $10.4K | 0.00% | +239 | New |
| Harbor Capital Advisors, Inc. | 228 | $10.0K | 0.00% | −4−1.7% | Reduced |
| Manchester Capital Management LLC | 220 | $9.53K | 0.00% | −14,661−98.5% | Reduced |
| Hantz Financial Services, Inc. | 202 | $9.00K | 0.00% | −678−77.0% | Reduced |
| AdvisorNet Financial, Inc | 202 | $8.75K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 186 | $8.04K | 0.00% | +11+6.3% | Added |
| Smartleaf Asset Management LLC | 151 | $6.58K | 0.00% | +17+12.7% | Added |
| Basecamp Wealth Advisors LLC | 149 | $6.46K | 0.00% | +149 | New |
| Evolution Wealth Management Inc. | 141 | $6.11K | 0.01% | +141 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $6.10K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 136 | $5.89K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 119 | $5.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 89 | $3.86K | 0.00% | −75−45.7% | Reduced |
| CIBC Private Wealth Group, LLC | 88 | $3.79K | 0.00% | −1,062−92.3% | Reduced |
| Root Financial Partners, LLC | 79 | $3.42K | 0.00% | +9+12.9% | Added |
| Garton & Associates Financial Advisors LLC | 73 | $3.14K | 0.00% | +73 | New |
| Private Wealth Management Group, LLC | 65 | $2.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $2.69K | 0.00% | +47+313.3% | Added |
| TD Waterhouse Canada Inc. | 60 | $2.60K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 59 | $2.56K | 0.00% | +59 | New |
| Northwestern Mutual Wealth Management Co | 52 | $2.25K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 44 | $1.91K | 0.00% | −56−56.0% | Reduced |