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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, 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
Evolution Wealth Management Inc.141$6.86K0.00%00.0%Unchanged
BFSG, LLC136$6.62K0.00%00.0%Unchanged
Bare Financial Services, Inc122$5.93K0.00%+77+171.1%Added
Parkside Financial Bank & Trust107$5.21K0.00%00.0%Unchanged
Fortitude Family Office, LLC104$5.06K0.00%+50+92.6%Added
Abound Financial, LLC100$4.87K0.00%+100New
SBI Securities Co., Ltd.87$4.23K0.00%−29−25.0%Reduced
Huntington National Bank79$3.84K0.00%+39+97.5%Added
Private Wealth Management Group, LLC65$3.16K0.00%00.0%Unchanged
Rossby Financial, LCC63$3.06K0.00%+22+53.7%Added
CVA Family Office, LLC61$2.97K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.60$2.94K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.60$2.92K0.00%−7−10.4%Reduced
Anchor Bay Capital, Inc.51$2.55K0.00%+51New
JFS Wealth Advisors, LLC46$2.24K0.00%+18+64.3%Added
Synergy Investment Management, LLC42$2.04K0.00%00.0%Unchanged
JPL Wealth Management, LLC41$2.00K0.00%+10+32.3%Added
Bell Investment Advisors, Inc37$1.80K0.00%+15+68.2%Added
Farmers & Merchants Investments Inc36$1.75K0.00%00.0%Unchanged
Boreal Capital Management LLC34$1.65K0.00%00.0%Unchanged
Westside Investment Management, Inc.26$1.26K0.00%00.0%Unchanged
Highland Investment Advisors LLC25$1.21K0.00%+25New
Action Point Financial Planning, LLC19$9260.00%+19New
Wealth Enhancement Trust Services, Inc.18$8760.00%+18New
Ronald Blue Trust, Inc.16$7780.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC13$6320.00%+3+30.0%Added
Creative Capital Management Investments LLC12$5840.00%+12New
Cornerstone Planning Group LLC11$5610.00%+11New
Fulcrum Asset Management LLP10$4890.00%+10New
Plante Moran Financial Advisors, LLC10$4870.00%+10New
CoreCap Advisors, LLC9$4380.00%+9New
Buck Wealth Strategies, LLC7$3410.00%+7New
DiNuzzo Private Wealth, Inc.6$2920.00%00.0%Unchanged
HFM Investment Advisors, LLC5$2440.00%+3+150.0%Added
Ankerstar Wealth, LLC5$2430.00%−7−58.3%Reduced
Rialto Wealth Management, LLC4$1950.00%+1+33.3%Added
Financial Gravity Companies, Inc.3$1460.00%+3New
Davis Capital Management3$1460.00%+3New
Gilpin Wealth Management, LLC2$980.00%−6−75.0%Reduced
Hughes Financial Services, LLC2$970.00%+1+100.0%Added
LRI Investments, LLC2$970.00%+2New
Dunhill Financial, LLC1$660.00%00.0%Unchanged
DecisionPoint Financial, LLC1$500.00%+1New
Kilter Group LLC1$490.00%+1New
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC1$00.00%+1New
Cbre Clarion Securities LLC0$00.00%−647,515−100.0%Sold out
Marshall Wace, LLP0$00.00%−256,767−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−186,926−100.0%Sold out
Jane Street Group, LLC0$00.00%−123,278−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−58,862−100.0%Sold out
HRT Financial LP0$00.00%−43,235−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−25,216−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−21,566−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−20,082−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−16,472−100.0%Sold out
Abacus Wealth Partners, LLC0$00.00%−16,386−100.0%Sold out
Toroso Investments, LLC0$00.00%−13,423−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−9,597−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−8,315−100.0%Sold out
Entropy Technologies, LP0$00.00%−8,134−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−7,017−100.0%Sold out
Holocene Advisors, LP0$00.00%−6,376−100.0%Sold out
Bridgewater Associates, LP0$00.00%−5,771−100.0%Sold out
Aprio Wealth Management, LLC0$00.00%−5,275−100.0%Sold out
LeClair Wealth Partners LLC0$00.00%−4,871−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−4,298−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,031−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−846−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−846−100.0%Sold out
Clarity Asset Management, Inc.0$00.00%−672−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−450−100.0%Sold out
Vega Investment Solutions0$00.00%−445−100.0%Sold out
MAI Capital Management0$00.00%−437−100.0%Sold out
Simplex Trading, LLC0$00.00%−326−100.0%Sold out
Central Trust Co0$00.00%−304−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−300−100.0%Sold out
Leonteq Securities AG0$00.00%−256−100.0%Sold out
WealthCollab, LLC0$00.00%−208−100.0%Sold out
Root Financial Partners, LLC0$00.00%−116−100.0%Sold out
Quarry LP0$00.00%−100−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−90−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−32−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−27−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−18−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−8−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−5−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−1−100.0%Sold out
Curio Wealth, LLC0$00.00%−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