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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,250
shares
|
$101,745
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,013
shares
|
$91,027
0.0% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,988
shares
|
$89,897
0.0% of portfolio
|
Q2 2025
Reduced 33.89%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,661
shares
|
$75,110
0.03% of portfolio
|
Q1 2020
Added 0.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,658
shares
|
$74,974
0.0% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,620
shares
|
$73,256
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,616
shares
|
$73,075
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
1,615
shares
|
$73,030
0.0% of portfolio
|
Q2 2025
Added 108.93%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,600
shares
|
$72,352
0.04% of portfolio
|
Q4 2021
Reduced 15.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,514
shares
|
$68,463
0.0% of portfolio
|
Q2 2025
Added 76.87%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,468
shares
|
$66,382
0.01% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,397
shares
|
$63,172
0.0% of portfolio
|
Q2 2025
Added 130.15%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,246
shares
|
$56,344
0.0% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,243
shares
|
$56,208
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
1,218
shares
|
$55,077
0.01% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,119
shares
|
$50,601
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,099
shares
|
$49,696
0.0% of portfolio
|
Q2 2025
Added 55.01%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,034
shares
|
$46,757
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$45,220
0.01% of portfolio
|
Q1 2022
Reduced 60.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
855
shares
|
$38,663
0.02% of portfolio
|
Q2 2023
Added 6.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
846
shares
|
$38,256
0.0% of portfolio
|
Q4 2023
Added 0.24%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
800
shares
|
$36,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
796
shares
|
$35,995
0.0% of portfolio
|
Q2 2025
Added 84.69%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
789
shares
|
$35,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
700
shares
|
$31,654
0.0% of portfolio
|
Q3 2024
New holding
|