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 |
|---|---|---|---|---|---|
| Hutchinson Capital Management | 6,612 | $299.8K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,573 | $298.0K | 0.00% | +6,573 | New |
| Xponance, Inc. | 6,505 | $294.9K | 0.00% | +1,772+37.4% | Added |
| ELCO Management Co., LLC | 6,463 | $293.0K | 0.14% | 00.0% | Unchanged |
| Holocene Advisors, LP | 6,376 | $289.1K | 0.00% | −6,677−51.2% | Reduced |
| TRUE Private Wealth Advisors | 6,200 | $281.1K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 6,133 | $278.1K | 0.00% | +207+3.5% | Added |
| Legato Capital Management LLC | 6,103 | $276.7K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $272.0K | 0.04% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,771 | $261.7K | 0.00% | +5,771 | New |
| Jacobi Capital Management LLC | 5,701 | $258.5K | 0.01% | +29+0.5% | Added |
| Integrated Wealth Concepts LLC | 5,668 | $257.0K | 0.00% | +5,668 | New |
| Lazard Asset Management LLC | 5,630 | $255.3K | 0.00% | +5,630 | New |
| The PNC Financial Services Group, Inc. | 5,392 | $244.5K | 0.00% | +451+9.1% | Added |
| Aprio Wealth Management, LLC | 5,275 | $239.2K | 0.01% | +5,275 | New |
| Russell Investments Group, Ltd. | 5,169 | $234.4K | 0.00% | −189−3.5% | Reduced |
| Wellington Shields & Co., LLC | 5,000 | $226.7K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,889 | $225.1K | 0.04% | +4,889 | New |
| Inceptionr LLC | 4,947 | $224.3K | 0.05% | +4,947 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 4,856 | $220.2K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,763 | $216.0K | 0.00% | −30−0.6% | Reduced |
| Hohimer Wealth Management, LLC | 4,588 | $208.0K | 0.03% | +4,588 | New |
| Asset Planning,Inc | 4,500 | $204.0K | 0.15% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,457 | $202.1K | 0.00% | −7,340−62.2% | Reduced |
| Corient IA LLC | 4,440 | $201.3K | 0.19% | −560−11.2% | Reduced |
| New Age Alpha Advisors, LLC | 4,298 | $194.9K | 0.01% | −108−2.5% | Reduced |
| IFM Investors Pty Ltd | 4,268 | $193.5K | 0.00% | +4,268 | New |
| Farther Finance Advisors, LLC | 4,244 | $193.1K | 0.00% | +99+2.4% | Added |
| GAMMA Investing LLC | 4,059 | $184.0K | 0.01% | +236+6.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,639 | $165.0K | 0.00% | −290−7.4% | Reduced |
| Rothschild Investment LLC | 2,670 | $121.1K | 0.01% | +145+5.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,289 | $103.8K | 0.00% | +391+20.6% | Added |
| Millstone Evans Group, LLC | 2,250 | $102.0K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,982 | $89.9K | 0.00% | −1,476−42.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,895 | $85.9K | 0.00% | −118−5.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $75.3K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,620 | $73.5K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,607 | $72.9K | 0.00% | +1,007+167.8% | Added |
| State of Wyoming | 1,553 | $70.4K | 0.01% | +1,553 | New |
| Mather Group, LLC. | 1,528 | $69.3K | 0.00% | +1,528 | New |
| Jones Financial Companies LLLP | 1,521 | $68.5K | 0.00% | +320+26.6% | Added |
| Rockefeller Capital Management L.P. | 1,380 | $62.6K | 0.00% | +10+0.7% | Added |
| Broadwater Capital Management LLC | 1,400 | $60.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,243 | $56.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,209 | $54.8K | 0.00% | +606+100.5% | Added |
| Advisory Services Network, LLC | 1,031 | $46.7K | 0.00% | +1,031 | New |
| Kelly Lawrence W & Associates Inc | 1,000 | $45.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 919 | $41.7K | 0.00% | −1,259−57.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $38.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 846 | $38.4K | 0.00% | +235+38.5% | Added |
| Beaird Harris Wealth Management, LLC | 846 | $38.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 770 | $34.9K | 0.00% | +2+0.3% | Added |
| Bessemer Group Inc | 744 | $34.0K | 0.00% | +301+67.9% | Added |
| NBT Bank N A | 700 | $31.7K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 672 | $30.5K | 0.02% | +67+11.1% | 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 |
| Salomon & Ludwin, LLC | 564 | $26.1K | 0.00% | +191+51.2% | Added |
| Tower View Investment Management & Research LLC | 535 | $24.2K | 0.01% | +4+0.8% | Added |
| Kemnay Advisory Services Inc. | 491 | $22.3K | 0.00% | +491 | New |
| Parallel Advisors, LLC | 482 | $21.9K | 0.00% | +4+0.8% | Added |
| IFP Advisors, Inc | 468 | $21.2K | 0.00% | +105+28.9% | Added |
| Manchester Capital Management LLC | 464 | $21.0K | 0.00% | +244+110.9% | Added |
| Banque Cantonale Vaudoise | 453 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 450 | $20.4K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 445 | $20.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 437 | $19.8K | 0.00% | +430+6,142.9% | Added |
| HM Payson & Co | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbor Capital Advisors, Inc. | 386 | $18.0K | 0.00% | +158+69.3% | Added |
| Whittier Trust Co | 374 | $17.1K | 0.00% | −426−53.3% | Reduced |
| SRS Capital Advisors, Inc. | 365 | $16.6K | 0.00% | −226−38.2% | Reduced |
| Massmutual Trust Co FSB | 363 | $16.5K | 0.00% | −33−8.3% | Reduced |
| Capital Advisors, Ltd. LLC | 362 | $16.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 326 | $14.8K | 0.00% | +326 | New |
| Central Trust Co | 304 | $13.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 300 | $13.6K | 0.00% | −1,579−84.0% | Reduced |
| Signaturefd, LLC | 290 | $13.1K | 0.00% | −1,300−81.8% | Reduced |
| Umb Bank N A | 276 | $12.5K | 0.00% | −60−17.9% | Reduced |
| Costello Asset Management, INC | 274 | $12.4K | 0.00% | +1+0.4% | Added |
| Westfuller Advisors, LLC | 268 | $12.2K | 0.01% | +2+0.8% | Added |
| Leonteq Securities AG | 256 | $11.6K | 0.00% | +3+1.2% | Added |
| Zions Bancorporation, National Association | 248 | $11.2K | 0.00% | +9+3.8% | Added |
| Creative Financial Designs Inc | 241 | $10.9K | 0.00% | −362−60.0% | Reduced |
| Smartleaf Asset Management LLC | 212 | $9.76K | 0.00% | +61+40.4% | Added |
| WealthCollab, LLC | 208 | $9.43K | 0.00% | +208 | New |
| Versant Capital Management, Inc | 206 | $9.34K | 0.00% | −255−55.3% | Reduced |
| AdvisorNet Financial, Inc | 202 | $9.16K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 200 | $9.00K | 0.00% | −2−1.0% | Reduced |
| GWM Advisors LLC | 197 | $8.95K | 0.00% | +11+5.9% | Added |
| Basecamp Wealth Advisors LLC | 146 | $6.62K | 0.00% | −3−2.0% | Reduced |
| Evolution Wealth Management Inc. | 141 | $6.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 140 | $6.35K | 0.00% | −156−52.7% | Reduced |
| BFSG, LLC | 136 | $6.17K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 131 | $5.94K | 0.00% | +96+274.3% | 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 |