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, Q1 2026
Institutional positions in California Water Service Group as of Mar 31, 2026. 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
- 339
- +15 vs. Q4 2025
- Shares held
- 51.3M
- +8.55M (+20.0%) vs. Q4 2025
- Total value
- $2.32B
- +$473.4M (+25.6%) vs. Q4 2025
- New holders
- 46
- 140 more added
- Sold out
- 31
- 88 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $45 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $45 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $91 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $136 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $137 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 5 | $227 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $273 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 8 | $363 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 8 | $363 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 10 | $453 | 0.00% | +4+66.7% | Added |
| Ankerstar Wealth, LLC | 12 | $544 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 16 | $725 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $771 | 0.00% | −9−34.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 18 | $816 | 0.00% | −34−65.4% | Reduced |
| Bell Investment Advisors, Inc | 22 | $998 | 0.00% | −1−4.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 23 | $1.04K | 0.00% | −21−47.7% | Reduced |
| Westside Investment Management, Inc. | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 27 | $1.23K | 0.00% | +9+50.0% | Added |
| JFS Wealth Advisors, LLC | 28 | $1.27K | 0.00% | −7−20.0% | Reduced |
| JPL Wealth Management, LLC | 31 | $1.41K | 0.00% | +31 | New |
| Wealth Preservation Advisors, LLC | 32 | $1.45K | 0.00% | +32 | New |
| Boreal Capital Management LLC | 34 | $1.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $1.87K | 0.00% | +27+192.9% | Added |
| Synergy Investment Management, LLC | 42 | $1.90K | 0.00% | +42 | New |
| Bare Financial Services, Inc | 45 | $2.04K | 0.00% | −44−49.4% | Reduced |
| Fortitude Family Office, LLC | 54 | $2.45K | 0.00% | +29+116.0% | Added |
| SJS Investment Consulting Inc. | 54 | $2.45K | 0.00% | +51+1,700.0% | Added |
| TD Waterhouse Canada Inc. | 60 | $2.73K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 61 | $2.77K | 0.00% | +61 | New |
| Private Wealth Management Group, LLC | 65 | $2.95K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 67 | $3.04K | 0.00% | +54+415.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 90 | $4.08K | 0.00% | +90 | New |
| Quarry LP | 100 | $4.53K | 0.00% | −356−78.1% | Reduced |
| Parkside Financial Bank & Trust | 107 | $4.85K | 0.00% | +45+72.6% | Added |
| SBI Securities Co., Ltd. | 116 | $5.26K | 0.00% | −3−2.5% | Reduced |
| Root Financial Partners, LLC | 116 | $5.26K | 0.00% | +37+46.8% | Added |
| Essential Partners LLC | 131 | $5.94K | 0.00% | +96+274.3% | Added |
| BFSG, LLC | 136 | $6.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 140 | $6.35K | 0.00% | −156−52.7% | Reduced |
| Evolution Wealth Management Inc. | 141 | $6.39K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 146 | $6.62K | 0.00% | −3−2.0% | Reduced |
| GWM Advisors LLC | 197 | $8.95K | 0.00% | +11+5.9% | Added |
| Hantz Financial Services, Inc. | 200 | $9.00K | 0.00% | −2−1.0% | Reduced |
| AdvisorNet Financial, Inc | 202 | $9.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 206 | $9.34K | 0.00% | −255−55.3% | Reduced |
| WealthCollab, LLC | 208 | $9.43K | 0.00% | +208 | New |
| Smartleaf Asset Management LLC | 212 | $9.76K | 0.00% | +61+40.4% | Added |
| Creative Financial Designs Inc | 241 | $10.9K | 0.00% | −362−60.0% | Reduced |
| Zions Bancorporation, National Association | 248 | $11.2K | 0.00% | +9+3.8% | Added |
| Leonteq Securities AG | 256 | $11.6K | 0.00% | +3+1.2% | Added |
| Westfuller Advisors, LLC | 268 | $12.2K | 0.01% | +2+0.8% | Added |
| Costello Asset Management, INC | 274 | $12.4K | 0.00% | +1+0.4% | Added |
| Umb Bank N A | 276 | $12.5K | 0.00% | −60−17.9% | Reduced |
| Signaturefd, LLC | 290 | $13.1K | 0.00% | −1,300−81.8% | Reduced |
| Los Angeles Capital Management LLC | 300 | $13.6K | 0.00% | −1,579−84.0% | Reduced |
| Central Trust Co | 304 | $13.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 326 | $14.8K | 0.00% | +326 | New |
| Capital Advisors, Ltd. LLC | 362 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 363 | $16.5K | 0.00% | −33−8.3% | Reduced |
| SRS Capital Advisors, Inc. | 365 | $16.6K | 0.00% | −226−38.2% | Reduced |
| Whittier Trust Co | 374 | $17.1K | 0.00% | −426−53.3% | Reduced |
| Harbor Capital Advisors, Inc. | 386 | $18.0K | 0.00% | +158+69.3% | Added |
| Trust Co of Toledo NA | 400 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $18.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 437 | $19.8K | 0.00% | +430+6,142.9% | Added |
| Vega Investment Solutions | 445 | $20.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 450 | $20.4K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 453 | $21.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 464 | $21.0K | 0.00% | +244+110.9% | Added |
| IFP Advisors, Inc | 468 | $21.2K | 0.00% | +105+28.9% | Added |
| Parallel Advisors, LLC | 482 | $21.9K | 0.00% | +4+0.8% | Added |
| Kemnay Advisory Services Inc. | 491 | $22.3K | 0.00% | +491 | New |
| Tower View Investment Management & Research LLC | 535 | $24.2K | 0.01% | +4+0.8% | Added |
| Salomon & Ludwin, LLC | 564 | $26.1K | 0.00% | +191+51.2% | Added |
| Pinnacle Bancorp, Inc. | 670 | $30.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 670 | $30.4K | 0.00% | +528+371.8% | Added |
| Clarity Asset Management, Inc. | 672 | $30.5K | 0.02% | +67+11.1% | Added |
| NBT Bank N A | 700 | $31.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 744 | $34.0K | 0.00% | +301+67.9% | Added |
| Larson Financial Group LLC | 770 | $34.9K | 0.00% | +2+0.3% | Added |
| Beaird Harris Wealth Management, LLC | 846 | $38.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 846 | $38.4K | 0.00% | +235+38.5% | Added |
| Caldwell Sutter Capital, Inc. | 855 | $38.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 919 | $41.7K | 0.00% | −1,259−57.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,031 | $46.7K | 0.00% | +1,031 | New |
| EverSource Wealth Advisors, LLC | 1,209 | $54.8K | 0.00% | +606+100.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.8K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,400 | $60.7K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,380 | $62.6K | 0.00% | +10+0.7% | Added |
| Jones Financial Companies LLLP | 1,521 | $68.5K | 0.00% | +320+26.6% | Added |
| Mather Group, LLC. | 1,528 | $69.3K | 0.00% | +1,528 | New |
| State of Wyoming | 1,553 | $70.4K | 0.01% | +1,553 | New |
| Harbour Investments, Inc. | 1,607 | $72.9K | 0.00% | +1,007+167.8% | Added |