Institutional Ownership California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT). We have compiled data on the 357 institutions that hold shares in the stock, with a total of 50.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,722
shares
|
$258,748
0.0% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
5,680
shares
|
$256,849
0.02% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
5,655
shares
|
$255,719
0.02% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,499
shares
|
$248,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
5,307
shares
|
$239,982
0.01% of portfolio
|
Q1 2025
Reduced 86.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,086
shares
|
$229,988
0.0% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$226,100
0.02% of portfolio
|
Q2 2021
Reduced 1.96%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,000
shares
|
$226,100
0.07% of portfolio
|
Q4 2019
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$226,100
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,995
shares
|
$225,873
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
4,977
shares
|
$225,059
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
4,914
shares
|
$222,211
0.0% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,888
shares
|
$221,035
0.06% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
4,874
shares
|
$220,402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
4,793
shares
|
$216,739
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
4,682
shares
|
$211,720
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
4,641
shares
|
$209,866
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
4,600
shares
|
$208,012
0.21% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
4,500
shares
|
$203,490
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,461
shares
|
$201,726
0.05% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
4,451
shares
|
$201,274
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
4,200
shares
|
$189,924
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$180,880
0.04% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,826
shares
|
$173,011
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,749
shares
|
$124,309
0.01% of portfolio
|
Q2 2025
Added 2.04%
|