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Livermore
ZHEN

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, Q2 2026

Institutional positions in California Water Service Group as of Jun 30, 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
346
+11 vs. Q1 2026
Shares held
55.2M
+4.01M (+7.8%) vs. Q1 2026
Total value
$2.69B
+$364.8M (+15.7%) vs. Q1 2026
New holders
54
138 more added
Sold out
43
98 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 346 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 heldQ2 2026: $2.69B
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, Q2 2026

Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2026.

Institutions holding CWT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Global Retirement Partners, LLC1,658$80.7K0.00%+1,658New
Jackson, Grant Investment Advisers, Inc.1,661$80.8K0.03%00.0%Unchanged
GHP Investment Advisors, Inc.1,778$86.5K0.00%−117−6.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,122$103.2K0.00%−167−7.3%Reduced
Millstone Evans Group, LLC2,250$109.5K0.06%00.0%Unchanged
Rothschild Investment LLC2,789$135.7K0.01%+119+4.5%Added
Tower Research Capital LLC (TRC)3,074$149.6K0.00%−6,057−66.3%Reduced
GAMMA Investing LLC3,200$155.7K0.01%−859−21.2%Reduced
Steward Partners Investment Advisory, LLC3,650$177.6K0.00%+11+0.3%Added
Farther Finance Advisors, LLC4,235$206.1K0.00%−9−0.2%Reduced
Great Valley Advisor Group, Inc.4,242$206.4K0.00%+4,242New
Ellevest, Inc.4,242$206.4K0.02%+4,242New
IFM Investors Pty Ltd4,268$207.6K0.00%00.0%Unchanged
Stifel Financial Corp4,311$209.8K0.00%−146−3.3%Reduced
Corient IA LLC4,440$216.0K0.20%00.0%Unchanged
Jump Financial, LLC4,462$217.1K0.00%+4,462New
O'Shaughnessy Asset Management, LLC4,466$217.3K0.00%+4,466New
Asset Planning,Inc4,500$218.9K0.14%00.0%Unchanged
Hohimer Wealth Management, LLC4,610$224.3K0.02%+22+0.5%Added
Rockefeller Capital Management L.P.4,664$226.9K0.00%+3,284+238.0%Added
Mission Wealth Management, LP4,667$227.1K0.00%+4,667New
US Bancorp4,680$227.7K0.00%−1,453−23.7%Reduced
Crossmark Global Holdings, Inc.4,763$231.7K0.00%00.0%Unchanged
Blue Water Asset Management4,908$238.8K0.08%+37+0.8%Added
Brighton Jones LLC4,997$243.1K0.00%+4,997New
Wellington Shields & Co., LLC5,000$243.3K0.05%00.0%Unchanged
CI Private Wealth, LLC5,125$249.4K0.00%+5,125New
Jacobi Capital Management LLC5,186$252.3K0.01%−515−9.0%Reduced
The PNC Financial Services Group, Inc.5,260$255.9K0.00%−132−2.4%Reduced
Neuberger Berman Group LLC5,481$266.7K0.00%−1,092−16.6%Reduced
Ameritas Investment Partners, Inc.5,523$268.7K0.01%+667+13.7%Added
Sequoia Financial Advisors, LLC5,543$269.7K0.00%+5,543New
Lazard Asset Management LLC5,630$273.9K0.00%00.0%Unchanged
Axxion S.A.5,966$290.2K0.02%+5,966New
Mitchell McLeod Pugh & Williams Inc6,000$291.9K0.04%00.0%Unchanged
nVerses Capital, LLC6,063$295.0K0.45%+6,063New
ELCO Management Co., LLC6,093$296.4K0.13%−370−5.7%Reduced
Nykredit A/S6,098$296.7K0.00%+6,098New
Legato Capital Management LLC6,103$296.9K0.02%00.0%Unchanged
Integrated Wealth Concepts LLC6,123$297.9K0.00%+455+8.0%Added
TRUE Private Wealth Advisors6,208$302.0K0.03%+8+0.1%Added
Ensign Peak Advisors, Inc6,364$309.6K0.00%−250−3.8%Reduced
Inceptionr LLC6,429$312.8K0.08%+1,482+30.0%Added
Merit Financial Group, LLC6,473$314.9K0.00%+6,473New
Baird Financial Group, Inc.6,497$316.1K0.00%−1,416−17.9%Reduced
PFG Investments, LLC6,638$322.9K0.01%+30.0%Added
Maple Capital Management, Inc.6,667$324.4K0.02%00.0%Unchanged
Hutchinson Capital Management6,789$330.3K0.06%+177+2.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,830$332.3K0.00%00.0%Unchanged
Mutual of America Capital Management LLC6,855$333.5K0.00%+35+0.5%Added
Canada Pension Plan Investment Board6,900$335.7K0.00%−25,800−78.9%Reduced
Ketron Financial6,900$335.7K0.10%00.0%Unchanged
Xponance, Inc.6,943$337.8K0.00%+438+6.7%Added
Wealth Architects, LLC7,032$342.1K0.03%+277+4.1%Added
JustInvest LLC7,118$346.3K0.00%−77−1.1%Reduced
Clear Street Markets LLC7,134$347.1K0.07%+7,134New
Advisor Group Holdings, Inc.7,199$350.3K0.00%−18−0.2%Reduced
Sound Income Strategies, LLC7,210$350.8K0.02%00.0%Unchanged
Blackhill Capital Inc7,600$369.7K0.02%00.0%Unchanged
Spirit of America Management Corp7,650$372.2K0.07%+500+7.0%Added
Everence Capital Management Inc7,671$373.0K0.02%00.0%Unchanged
Public Employees Retirement Association of Colorado7,737$376.0K0.00%00.0%Unchanged
Green Alpha Advisors, LLC7,830$380.9K0.26%−13−0.2%Reduced
CenterBook Partners LP7,978$388.1K0.02%−12,785−61.6%Reduced
Catalyst Funds Management Pty Ltd7,980$388.2K0.02%+7,980New
State of Wisconsin Investment Board8,012$389.8K0.00%−18,740−70.1%Reduced
Wedbush Securities Inc8,100$394.0K0.01%00.0%Unchanged
Glenmede Trust Co NA8,175$397.7K0.00%+629+8.3%Added
Jain Global LLC8,321$404.8K0.00%+8,321New
Squarepoint Ops LLC8,527$414.8K0.00%−40,489−82.6%Reduced
Two Sigma Investments, LP8,609$418.8K0.00%−68,367−88.8%Reduced
Sovereign Financial Group, Inc.8,747$425.6K0.07%−41−0.5%Reduced
Pathstone Holdings, LLC8,956$435.4K0.00%+954+11.9%Added
SRS Capital Advisors, Inc.8,975$436.6K0.00%+8,610+2,358.9%Added
Fox Run Management, L.L.C.9,536$463.9K0.08%+4,647+95.1%Added
Resona Asset Management Co.,Ltd.9,766$475.1K0.00%−593−5.7%Reduced
Clean Yield Group9,835$478.5K0.12%−300−3.0%Reduced
Natixis Advisors, L.P.10,432$507.0K0.00%+297+2.9%Added
Perigon Wealth Management, LLC10,518$511.7K0.01%−174−1.6%Reduced
Daiwa Securities Group Inc.10,852$528.0K0.00%+198+1.9%Added
Intech Investment Management LLC10,905$530.5K0.00%−2,935−21.2%Reduced
Barclays PLC11,133$541.6K0.00%−38,440−77.5%Reduced
Pictet Asset Management Holding SA11,184$544.1K0.00%00.0%Unchanged
D.A. Davidson & Co.11,232$546.4K0.00%+338+3.1%Added
Public Employees Retirement System of Ohio12,018$584.7K0.00%+97+0.8%Added
Commonwealth Equity Services, LLC12,402$603.4K0.00%−1,943−13.5%Reduced
Atria Investments LLC12,429$604.6K0.01%−650−5.0%Reduced
Ethic Inc.12,749$620.3K0.01%−1,723−11.9%Reduced
Royal Bank of Canada12,899$627.0K0.00%+1,693+15.1%Added
Farmers & Merchants Trust Co of Long Beach13,000$632.5K0.14%00.0%Unchanged
Cullen Capital Management LLC13,060$635.4K0.01%−19−0.1%Reduced
Virtue Capital Management, LLC13,428$653.3K0.09%−4,150−23.6%Reduced
Cetera Investment Advisers13,496$656.6K0.00%−218−1.6%Reduced
Oregon Public Employees Retirement Fund13,614$662.3K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC14,284$694.9K0.00%+158+1.1%Added
Teachers Retirement System of the State of Kentucky14,769$718.0K0.00%00.0%Unchanged
Gamco Investors, Inc. Et Al15,048$732.1K0.01%+15,048New
Federation des caisses Desjardins du Quebec15,182$738.6K0.00%+337+2.3%Added
Susquehanna International Group, LLP15,712$764.4K0.00%−12,600−44.5%Reduced
Yousif Capital Management, LLC15,922$774.6K0.01%+41+0.3%Added