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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.

Institutional holdersQ1 2026: 339 institutions
Q1 2021: 259 institutionsQ2 2021: 251 institutionsQ3 2021: 268 institutionsQ4 2021: 307 institutionsQ1 2022: 312 institutionsQ2 2022: 281 institutionsQ3 2022: 281 institutionsQ4 2022: 295 institutionsQ1 2023: 299 institutionsQ2 2023: 286 institutionsQ3 2023: 273 institutionsQ4 2023: 285 institutionsQ1 2024: 275 institutionsQ2 2024: 299 institutionsQ3 2024: 324 institutionsQ4 2024: 323 institutionsQ1 2025: 330 institutionsQ2 2025: 338 institutionsQ3 2025: 337 institutionsQ4 2025: 329 institutionsQ1 2026: 339 institutionsQ2 2026: 346 institutions
Value heldQ1 2026: $2.32B
Q1 2021: $2.18BQ2 2021: $2.20BQ3 2021: $2.40BQ4 2021: $2.96BQ1 2022: $2.51BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.73BQ1 2023: $2.61BQ2 2023: $2.44BQ3 2023: $2.26BQ4 2023: $2.47BQ1 2024: $2.27BQ2 2024: $2.34BQ3 2024: $2.63BQ4 2024: $2.23BQ1 2025: $2.45BQ2 2025: $2.29BQ3 2025: $2.30BQ4 2025: $2.17BQ1 2026: $2.32BQ2 2026: $2.69B
Institutions holding CWT and their total value by quarter
QuarterHoldersValue
Q2 2026346$2.69B
Q1 2026339$2.32B
Q4 2025329$2.17B
Q3 2025337$2.30B
Q2 2025338$2.29B
Q1 2025330$2.45B
Q4 2024323$2.23B
Q3 2024324$2.63B
Q2 2024299$2.34B
Q1 2024275$2.27B
Q4 2023285$2.47B
Q3 2023273$2.26B
Q2 2023286$2.44B
Q1 2023299$2.61B
Q4 2022295$2.73B
Q3 2022281$2.31B
Q2 2022281$2.44B
Q1 2022312$2.51B
Q4 2021307$2.96B
Q3 2021268$2.40B
Q2 2021251$2.20B
Q1 2021259$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.

Institutions holding CWT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust107$4.85K0.00%+45+72.6%Added
Quarry LP100$4.53K0.00%−356−78.1%Reduced
Twin Peaks Wealth Advisors, LLC90$4.08K0.00%+90New
Keating Financial Advisory Services, Inc.67$3.04K0.00%+54+415.4%Added
Private Wealth Management Group, LLC65$2.95K0.00%00.0%Unchanged
CVA Family Office, LLC61$2.77K0.00%+61New
TD Waterhouse Canada Inc.60$2.73K0.00%00.0%Unchanged
SJS Investment Consulting Inc.54$2.45K0.00%+51+1,700.0%Added
Fortitude Family Office, LLC54$2.45K0.00%+29+116.0%Added
Bare Financial Services, Inc45$2.04K0.00%−44−49.4%Reduced
Synergy Investment Management, LLC42$1.90K0.00%+42New
Rossby Financial, LCC41$1.87K0.00%+27+192.9%Added
Huntington National Bank40$1.81K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc36$1.63K0.00%00.0%Unchanged
Boreal Capital Management LLC34$1.54K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC32$1.45K0.00%+32New
JPL Wealth Management, LLC31$1.41K0.00%+31New
JFS Wealth Advisors, LLC28$1.27K0.00%−7−20.0%Reduced
UMA Financial Services, Inc.27$1.23K0.00%+9+50.0%Added
Westside Investment Management, Inc.26$1.18K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd23$1.04K0.00%−21−47.7%Reduced
Bell Investment Advisors, Inc22$9980.00%−1−4.3%Reduced
Northwestern Mutual Wealth Management Co18$8160.00%−34−65.4%Reduced
Sunbelt Securities, Inc.17$7710.00%−9−34.6%Reduced
Ronald Blue Trust, Inc.16$7250.00%00.0%Unchanged
Ankerstar Wealth, LLC12$5440.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC10$4530.00%+4+66.7%Added
Wall Street Financial Group, Inc.8$3630.00%+8New
Gilpin Wealth Management, LLC8$3630.00%+8New
DiNuzzo Private Wealth, Inc.6$2730.00%00.0%Unchanged
Vermillion Wealth Management, Inc.5$2270.00%+5New
Rialto Wealth Management, LLC3$1370.00%+1+50.0%Added
Sofos Investments, Inc.3$1360.00%+3New
HFM Investment Advisors, LLC2$910.00%00.0%Unchanged
Dunhill Financial, LLC1$610.00%00.0%Unchanged
Hughes Financial Services, LLC1$450.00%00.0%Unchanged
Raffa Wealth Management, LLC1$450.00%+1New
Curio Wealth, LLC1$450.00%+1New
Covestor Ltd4$00.00%00.0%Unchanged
ExodusPoint Capital Management, LP0$00.00%−238,840−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−179,202−100.0%Sold out
Quest Partners LLC0$00.00%−43,190−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−40,192−100.0%Sold out
Zimmer Partners, LP0$00.00%−38,500−100.0%Sold out
Maven Securities LTD0$00.00%−27,611−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−27,119−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−26,758−100.0%Sold out
Engineers Gate Manager LP0$00.00%−20,821−100.0%Sold out
HSBC Holdings PLC0$00.00%−13,298−100.0%Sold out
Versor Investments LP0$00.00%−12,606−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−9,152−100.0%Sold out
Private Advisor Group, LLC0$00.00%−9,011−100.0%Sold out
Sciencast Management LP0$00.00%−8,815−100.0%Sold out
MQS Management LLC0$00.00%−7,764−100.0%Sold out
STRS Ohio0$00.00%−6,900−100.0%Sold out
PharVision Advisers, LLC0$00.00%−6,756−100.0%Sold out
Algert Global LLC0$00.00%−6,257−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−5,261−100.0%Sold out
Profund Advisors LLC0$00.00%−5,077−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−929−100.0%Sold out
Danske Bank A/S0$00.00%−600−100.0%Sold out
MCF Advisors LLC0$00.00%−100−100.0%Sold out
Garton & Associates Financial Advisors LLC0$00.00%−73−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−59−100.0%Sold out
Assetmark, Inc0$00.00%−23−100.0%Sold out
Torren Management, LLC0$00.00%−21−100.0%Sold out
Signature Equity Partners, LLC0$00.00%−20−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−7−100.0%Sold out
Abound Wealth Management0$00.00%−4−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−3−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Comerica Bank––––Not filed
Global Retirement Partners, LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed