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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding California Water Service Group; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 133,752 | $6.51M | 0.00% | +11,853+9.7% | Added |
| JPMorgan Chase & Co | 135,513 | $6.76M | 0.00% | −15,574−10.3% | Reduced |
| Gabelli Funds LLC | 141,088 | $6.86M | 0.04% | +97,888+226.6% | Added |
| Renaissance Technologies LLC | 144,200 | $7.02M | 0.01% | +43,800+43.6% | Added |
| Panagora Asset Management Inc | 152,982 | $7.44M | 0.02% | +152,982 | New |
| Federated Hermes, Inc. | 155,114 | $7.55M | 0.01% | +25,923+20.1% | Added |
| Rhumbline Advisers | 158,336 | $7.70M | 0.01% | −16,061−9.2% | Reduced |
| ProShare Advisors LLC | 162,729 | $7.92M | 0.01% | +10,679+7.0% | Added |
| UBS Group AG | 172,659 | $8.40M | 0.00% | −13,167−7.1% | Reduced |
| Duff & Phelps Investment Management Co | 183,197 | $8.91M | 0.08% | +98,082+115.2% | Added |
| D. E. Shaw & Co., Inc. | 192,514 | $9.37M | 0.01% | +109,722+132.5% | Added |
| Citadel Advisors LLC | 196,394 | $9.55M | 0.01% | +161,696+466.0% | Added |
| Goldman Sachs Group Inc | 197,125 | $9.59M | 0.00% | −86,851−30.6% | Reduced |
| Public Sector Pension Investment Board | 205,645 | $10.0M | 0.03% | −7,521−3.5% | Reduced |
| UBS Asset Management Americas Inc | 244,401 | $11.9M | 0.00% | +9,668+4.1% | Added |
| American Century Companies Inc | 245,038 | $11.9M | 0.01% | −16,220−6.2% | Reduced |
| Nuveen, LLC | 274,427 | $13.4M | 0.00% | −150,687−35.4% | Reduced |
| Raymond James Financial Inc | 283,593 | $13.8M | 0.00% | −10,925−3.7% | Reduced |
| Principal Financial Group Inc | 289,290 | $14.1M | 0.01% | −333−0.1% | Reduced |
| Victory Capital Management Inc | 331,132 | $16.1M | 0.01% | +9,817+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 365,464 | $17.8M | 0.01% | +107,494+41.7% | Added |
| Vanguard Fiduciary Trust Co | 397,640 | $19.3M | 0.00% | +11,228+2.9% | Added |
| Beck Bode, LLC | 426,692 | $20.8M | 3.14% | +14,978+3.6% | Added |
| Triodos Investment Management BV | 493,000 | $24.0M | 1.46% | +79,000+19.1% | Added |
| Bank of New York Mellon Corp | 527,076 | $25.6M | 0.00% | +20,374+4.0% | Added |
| KBC Group NV | 577,247 | $28.1M | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 681,791 | $33.2M | 0.01% | +512,060+301.7% | Added |
| Northern Trust Corp | 708,763 | $34.5M | 0.00% | +71,460+11.2% | Added |
| Charles Schwab Investment Management Inc | 725,290 | $35.3M | 0.00% | −3,166−0.4% | Reduced |
| Nomura Asset Management International Inc. | 747,216 | $36.4M | 0.05% | +747,216 | New |
| Antipodes Partners Ltd | 753,386 | $36.7M | 0.67% | +753,386 | New |
| Legal & General Group Plc | 807,510 | $39.3M | 0.01% | +29,968+3.9% | Added |
| Morgan Stanley | 948,112 | $46.1M | 0.00% | −170,593−15.2% | Reduced |
| Invesco Ltd. | 974,775 | $47.4M | 0.00% | −27,457−2.7% | Reduced |
| Nuance Investments, LLC | 1,096,077 | $53.3M | 9.07% | −507,671−31.7% | Reduced |
| Dimensional Fund Advisors LP | 1,174,914 | $57.2M | 0.01% | +16,555+1.4% | Added |
| FMR LLC | 1,281,406 | $62.3M | 0.00% | −108,608−7.8% | Reduced |
| First Trust Advisors LP | 1,300,055 | $63.2M | 0.04% | −54,110−4.0% | Reduced |
| Geode Capital Management, LLC | 1,555,391 | $75.7M | 0.00% | +79,986+5.4% | Added |
| ATLAS Infrastructure Partners (UK) Ltd. | 1,984,605 | $96.6M | 2.93% | +1,984,605 | New |
| Vanguard Capital Management LLC | 2,690,663 | $130.9M | 0.00% | +25,438+1.0% | Added |
| State Street Corp | 3,266,850 | $158.9M | 0.00% | +164,191+5.3% | Added |
| Amundi | 3,486,859 | $169.7M | 0.04% | +15,862+0.5% | Added |
| T. Rowe Price Investment Management, Inc. | 3,517,105 | $171.1M | 0.11% | +98,811+2.9% | Added |
| Vanguard Portfolio Management LLC | 4,379,671 | $213.1M | 0.01% | +89,998+2.1% | Added |
| BlackRock, Inc. | 10,755,498 | $523.3M | 0.01% | +446,943+4.3% | Added |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −647,515−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −256,767−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −186,926−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −123,278−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −58,862−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −43,235−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,216−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,566−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,082−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,472−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −16,386−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −13,423−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,597−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,315−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,134−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,017−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −6,376−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,771−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −5,275−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −4,871−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Vega Investment Solutions | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |