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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 6,638 | $322.9K | 0.01% | +30.0% | Added |
| Baird Financial Group, Inc. | 6,497 | $316.1K | 0.00% | −1,416−17.9% | Reduced |
| Merit Financial Group, LLC | 6,473 | $314.9K | 0.00% | +6,473 | New |
| Inceptionr LLC | 6,429 | $312.8K | 0.08% | +1,482+30.0% | Added |
| Ensign Peak Advisors, Inc | 6,364 | $309.6K | 0.00% | −250−3.8% | Reduced |
| TRUE Private Wealth Advisors | 6,208 | $302.0K | 0.03% | +8+0.1% | Added |
| Integrated Wealth Concepts LLC | 6,123 | $297.9K | 0.00% | +455+8.0% | Added |
| Legato Capital Management LLC | 6,103 | $296.9K | 0.02% | 00.0% | Unchanged |
| Nykredit A/S | 6,098 | $296.7K | 0.00% | +6,098 | New |
| ELCO Management Co., LLC | 6,093 | $296.4K | 0.13% | −370−5.7% | Reduced |
| nVerses Capital, LLC | 6,063 | $295.0K | 0.45% | +6,063 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,000 | $291.9K | 0.04% | 00.0% | Unchanged |
| Axxion S.A. | 5,966 | $290.2K | 0.02% | +5,966 | New |
| Lazard Asset Management LLC | 5,630 | $273.9K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,543 | $269.7K | 0.00% | +5,543 | New |
| Ameritas Investment Partners, Inc. | 5,523 | $268.7K | 0.01% | +667+13.7% | Added |
| Neuberger Berman Group LLC | 5,481 | $266.7K | 0.00% | −1,092−16.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,260 | $255.9K | 0.00% | −132−2.4% | Reduced |
| Jacobi Capital Management LLC | 5,186 | $252.3K | 0.01% | −515−9.0% | Reduced |
| CI Private Wealth, LLC | 5,125 | $249.4K | 0.00% | +5,125 | New |
| Wellington Shields & Co., LLC | 5,000 | $243.3K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,997 | $243.1K | 0.00% | +4,997 | New |
| Blue Water Asset Management | 4,908 | $238.8K | 0.08% | +37+0.8% | Added |
| Crossmark Global Holdings, Inc. | 4,763 | $231.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,680 | $227.7K | 0.00% | −1,453−23.7% | Reduced |
| Mission Wealth Management, LP | 4,667 | $227.1K | 0.00% | +4,667 | New |
| Rockefeller Capital Management L.P. | 4,664 | $226.9K | 0.00% | +3,284+238.0% | Added |
| Hohimer Wealth Management, LLC | 4,610 | $224.3K | 0.02% | +22+0.5% | Added |
| Asset Planning,Inc | 4,500 | $218.9K | 0.14% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,466 | $217.3K | 0.00% | +4,466 | New |
| Jump Financial, LLC | 4,462 | $217.1K | 0.00% | +4,462 | New |
| Corient IA LLC | 4,440 | $216.0K | 0.20% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,311 | $209.8K | 0.00% | −146−3.3% | Reduced |
| IFM Investors Pty Ltd | 4,268 | $207.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,242 | $206.4K | 0.02% | +4,242 | New |
| Great Valley Advisor Group, Inc. | 4,242 | $206.4K | 0.00% | +4,242 | New |
| Farther Finance Advisors, LLC | 4,235 | $206.1K | 0.00% | −9−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,650 | $177.6K | 0.00% | +11+0.3% | Added |
| GAMMA Investing LLC | 3,200 | $155.7K | 0.01% | −859−21.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,074 | $149.6K | 0.00% | −6,057−66.3% | Reduced |
| Rothschild Investment LLC | 2,789 | $135.7K | 0.01% | +119+4.5% | Added |
| Millstone Evans Group, LLC | 2,250 | $109.5K | 0.06% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,122 | $103.2K | 0.00% | −167−7.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,778 | $86.5K | 0.00% | −117−6.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,661 | $80.8K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,658 | $80.7K | 0.00% | +1,658 | New |
| State of Wyoming | 1,634 | $79.5K | 0.01% | +81+5.2% | Added |
| Sittner & Nelson, LLC | 1,620 | $78.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,611 | $78.4K | 0.00% | +4+0.2% | Added |
| Mather Group, LLC. | 1,528 | $74.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,456 | $71.5K | 0.00% | −65−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $61.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,226 | $59.6K | 0.00% | −756−38.1% | Reduced |
| IFP Advisors, Inc | 1,213 | $59.0K | 0.00% | +745+159.2% | Added |
| EverSource Wealth Advisors, LLC | 1,113 | $54.2K | 0.00% | −96−7.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $48.6K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 980 | $47.7K | 0.03% | −420−30.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $41.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 833 | $40.5K | 0.00% | −86−9.4% | Reduced |
| Larson Financial Group LLC | 784 | $38.1K | 0.00% | +14+1.8% | Added |
| Brown, Lisle/Cummings, Inc. | 750 | $36.5K | 0.01% | +750 | New |
| Covestor Ltd | 736 | $36.0K | 0.02% | +732+18,300.0% | Added |
| Bessemer Group Inc | 709 | $35.0K | 0.00% | −35−4.7% | Reduced |
| NBT Bank N A | 700 | $34.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 698 | $34.0K | 0.00% | +498+249.0% | Added |
| Versant Capital Management, Inc | 676 | $32.9K | 0.00% | +470+228.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 670 | $32.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $32.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 629 | $30.6K | 0.00% | +165+35.6% | Added |
| Capital Advisors, Ltd. LLC | 608 | $30.0K | 0.00% | +246+68.0% | Added |
| Essential Partners LLC | 589 | $28.7K | 0.01% | +458+349.6% | Added |
| Nikko Asset Management Americas, Inc. | 545 | $26.5K | 0.00% | +545 | New |
| Tower View Investment Management & Research LLC | 539 | $26.2K | 0.01% | +4+0.7% | Added |
| Caitong International Asset Management Co., Ltd | 522 | $25.4K | 0.00% | +499+2,169.6% | Added |
| Signaturefd, LLC | 491 | $23.9K | 0.00% | +201+69.3% | Added |
| Clearstead Advisors, LLC | 464 | $22.6K | 0.00% | +464 | New |
| Kemnay Advisory Services Inc. | 455 | $22.1K | 0.00% | −36−7.3% | Reduced |
| Parallel Advisors, LLC | 438 | $21.3K | 0.00% | −44−9.1% | Reduced |
| HM Payson & Co | 420 | $20.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $19.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 396 | $19.4K | 0.00% | −168−29.8% | Reduced |
| Whittier Trust Co | 374 | $18.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 356 | $17.3K | 0.00% | +356 | New |
| Harbor Capital Advisors, Inc. | 350 | $17.0K | 0.00% | −36−9.3% | Reduced |
| Umb Bank N A | 348 | $16.9K | 0.00% | +72+26.1% | Added |
| IFG Advisory, LLC | 347 | $16.9K | 0.00% | +347 | New |
| Banque Cantonale Vaudoise | 303 | $15.0K | 0.00% | −150−33.1% | Reduced |
| True Wealth Design, LLC | 302 | $14.7K | 0.00% | +162+115.7% | Added |
| Costello Asset Management, INC | 275 | $13.4K | 0.00% | +1+0.4% | Added |
| Zions Bancorporation, National Association | 253 | $12.3K | 0.00% | +5+2.0% | Added |
| Creative Financial Designs Inc | 241 | $11.7K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 231 | $11.2K | 0.00% | −37−13.8% | Reduced |
| Compass Financial Management LLC | 217 | $10.6K | 0.00% | +217 | New |
| Smartleaf Asset Management LLC | 212 | $10.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 202 | $9.83K | 0.00% | +148+274.1% | Added |
| AdvisorNet Financial, Inc | 202 | $9.83K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 176 | $8.56K | 0.00% | −187−51.5% | Reduced |
| GWM Advisors LLC | 159 | $7.76K | 0.00% | −38−19.3% | Reduced |
| Basecamp Wealth Advisors LLC | 151 | $7.35K | 0.00% | +5+3.4% | Added |