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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 1,620 | $73.5K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $75.3K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,895 | $85.9K | 0.00% | −118−5.9% | Reduced |
| Sterling Capital Management LLC | 1,982 | $89.9K | 0.00% | −1,476−42.7% | Reduced |
| Millstone Evans Group, LLC | 2,250 | $102.0K | 0.06% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,289 | $103.8K | 0.00% | +391+20.6% | Added |
| Rothschild Investment LLC | 2,670 | $121.1K | 0.01% | +145+5.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,639 | $165.0K | 0.00% | −290−7.4% | Reduced |
| GAMMA Investing LLC | 4,059 | $184.0K | 0.01% | +236+6.2% | Added |
| Farther Finance Advisors, LLC | 4,244 | $193.1K | 0.00% | +99+2.4% | Added |
| IFM Investors Pty Ltd | 4,268 | $193.5K | 0.00% | +4,268 | New |
| New Age Alpha Advisors, LLC | 4,298 | $194.9K | 0.01% | −108−2.5% | Reduced |
| Corient IA LLC | 4,440 | $201.3K | 0.19% | −560−11.2% | Reduced |
| Stifel Financial Corp | 4,457 | $202.1K | 0.00% | −7,340−62.2% | Reduced |
| Asset Planning,Inc | 4,500 | $204.0K | 0.15% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 4,588 | $208.0K | 0.03% | +4,588 | New |
| Crossmark Global Holdings, Inc. | 4,763 | $216.0K | 0.00% | −30−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,856 | $220.2K | 0.01% | 00.0% | Unchanged |
| Blue Water Asset Management | 4,871 | $220.8K | 0.08% | +36+0.7% | Added |
| LeClair Wealth Partners LLC | 4,871 | $220.8K | 0.08% | +4,871 | New |
| Inceptionr LLC | 4,947 | $224.3K | 0.05% | +4,947 | New |
| Fox Run Management, L.L.C. | 4,889 | $225.1K | 0.04% | +4,889 | New |
| Wellington Shields & Co., LLC | 5,000 | $226.7K | 0.06% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,169 | $234.4K | 0.00% | −189−3.5% | Reduced |
| Aprio Wealth Management, LLC | 5,275 | $239.2K | 0.01% | +5,275 | New |
| The PNC Financial Services Group, Inc. | 5,392 | $244.5K | 0.00% | +451+9.1% | Added |
| Lazard Asset Management LLC | 5,630 | $255.3K | 0.00% | +5,630 | New |
| Integrated Wealth Concepts LLC | 5,668 | $257.0K | 0.00% | +5,668 | New |
| Jacobi Capital Management LLC | 5,701 | $258.5K | 0.01% | +29+0.5% | Added |
| Bridgewater Associates, LP | 5,771 | $261.7K | 0.00% | +5,771 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $272.0K | 0.04% | 00.0% | Unchanged |
| Legato Capital Management LLC | 6,103 | $276.7K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 6,133 | $278.1K | 0.00% | +207+3.5% | Added |
| TRUE Private Wealth Advisors | 6,200 | $281.1K | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 6,376 | $289.1K | 0.00% | −6,677−51.2% | Reduced |
| ELCO Management Co., LLC | 6,463 | $293.0K | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 6,505 | $294.9K | 0.00% | +1,772+37.4% | Added |
| Neuberger Berman Group LLC | 6,573 | $298.0K | 0.00% | +6,573 | New |
| Hutchinson Capital Management | 6,612 | $299.8K | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 6,614 | $299.9K | 0.00% | +1,700+34.6% | Added |
| PFG Investments, LLC | 6,635 | $300.8K | 0.01% | +30.0% | Added |
| Maple Capital Management, Inc. | 6,667 | $302.3K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,755 | $306.3K | 0.03% | −306−4.3% | Reduced |
| Mutual of America Capital Management LLC | 6,820 | $309.2K | 0.00% | +9+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,830 | $309.7K | 0.00% | 00.0% | Unchanged |
| Ketron Financial | 6,900 | $312.8K | 0.11% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,017 | $318.2K | 0.03% | +7,017 | New |
| Spirit of America Management Corp | 7,150 | $324.2K | 0.06% | +650+10.0% | Added |
| JustInvest LLC | 7,195 | $326.2K | 0.00% | +7,195 | New |
| Advisor Group Holdings, Inc. | 7,217 | $327.3K | 0.00% | +1,337+22.7% | Added |
| Sound Income Strategies, LLC | 7,210 | $328.1K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,546 | $342.1K | 0.00% | −44−0.6% | Reduced |
| Blackhill Capital Inc | 7,600 | $344.6K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,671 | $348.0K | 0.02% | +1,991+35.1% | Added |
| Public Employees Retirement Association of Colorado | 7,737 | $351.0K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 7,843 | $355.6K | 0.35% | −310−3.8% | Reduced |
| Baird Financial Group, Inc. | 7,913 | $358.8K | 0.00% | +490+6.6% | Added |
| Pathstone Holdings, LLC | 8,002 | $362.8K | 0.00% | −1,501−15.8% | Reduced |
| Wedbush Securities Inc | 8,100 | $367.0K | 0.01% | +8,100 | New |
| Entropy Technologies, LP | 8,134 | $368.8K | 0.02% | −119−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,315 | $377.0K | 0.00% | +8,315 | New |
| Sovereign Financial Group, Inc. | 8,788 | $398.4K | 0.07% | −12−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,131 | $414.0K | 0.01% | +8,281+974.2% | Added |
| Brevan Howard Capital Management LP | 9,597 | $435.1K | 0.00% | +9,597 | New |
| Clean Yield Group | 10,135 | $459.5K | 0.13% | −800−7.3% | Reduced |
| Natixis Advisors, L.P. | 10,135 | $460.0K | 0.00% | +10,135 | New |
| Resona Asset Management Co.,Ltd. | 10,359 | $469.7K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,524 | $477.2K | 0.01% | +2,111+25.1% | Added |
| Daiwa Securities Group Inc. | 10,654 | $483.1K | 0.00% | −361−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,445 | $483.1K | 0.00% | +495+5.0% | Added |
| Perigon Wealth Management, LLC | 10,692 | $484.8K | 0.01% | +486+4.8% | Added |
| CWM, LLC | 10,873 | $493.0K | 0.00% | +5,047+86.6% | Added |
| D.A. Davidson & Co. | 10,894 | $493.9K | 0.00% | +411+3.9% | Added |
| Captrust Financial Advisors | 11,047 | $500.9K | 0.00% | +1,668+17.8% | Added |
| Pictet Asset Management Holding SA | 11,184 | $507.1K | 0.00% | +1,165+11.6% | Added |
| Royal Bank of Canada | 11,206 | $508.0K | 0.00% | −1,940−14.8% | Reduced |
| Public Employees Retirement System of Ohio | 11,921 | $540.5K | 0.00% | +48+0.4% | Added |
| State of Tennessee, Treasury Department | 12,535 | $568.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,667 | $574.3K | 0.00% | −425−3.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,000 | $589.4K | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 13,079 | $593.0K | 0.01% | +981+8.1% | Added |
| Cullen Capital Management LLC | 13,079 | $593.0K | 0.01% | +5,954+83.6% | Added |
| Toroso Investments, LLC | 13,423 | $608.6K | 0.00% | +309+2.4% | Added |
| Oregon Public Employees Retirement Fund | 13,614 | $617.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,714 | $621.8K | 0.00% | +761+5.9% | Added |
| Intech Investment Management LLC | 13,840 | $627.5K | 0.01% | −10,054−42.1% | Reduced |
| Citigroup Inc | 13,849 | $627.9K | 0.00% | −38,202−73.4% | Reduced |
| Nisa Investment Advisors, LLC | 14,126 | $640.5K | 0.00% | +148+1.1% | Added |
| KLP Kapitalforvaltning AS | 14,200 | $643.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,345 | $650.4K | 0.00% | +616+4.5% | Added |
| Ethic Inc. | 14,472 | $656.2K | 0.01% | +4,081+39.3% | Added |
| Teachers Retirement System of the State of Kentucky | 14,769 | $670.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,845 | $673.1K | 0.00% | +3,655+32.7% | Added |
| Quantinno Capital Management LP | 14,895 | $675.4K | 0.00% | +1,740+13.2% | Added |
| Yousif Capital Management, LLC | 15,881 | $720.0K | 0.01% | −234−1.5% | Reduced |
| Arizona State Retirement System | 16,380 | $742.7K | 0.00% | −531−3.1% | Reduced |
| Abacus Wealth Partners, LLC | 16,386 | $742.9K | 0.07% | +3,867+30.9% | Added |
| State Board of Administration of Florida Retirement System | 16,459 | $746.3K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 16,472 | $746.8K | 0.00% | −5,215−24.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,681 | $756.3K | 0.01% | 00.0% | Unchanged |