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 348 institutions that hold shares in the stock, with a total of 50.7 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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
451
shares
|
$20,565
0.0% of portfolio
|
Q2 2025
Reduced 82.3%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
450
shares
|
$20,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
431
shares
|
$19,653
0.0% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
431
shares
|
$19,653
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
420
shares
|
$19,152
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
400
shares
|
$18,240
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$18,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
397
shares
|
$18,103
0.0% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
362
shares
|
$16,507
0.0% of portfolio
|
Q2 2023
Added 905.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
353
shares
|
$16,096
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
332
shares
|
$15,139
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
304
shares
|
$13,862
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
295
shares
|
$13,452
0.0% of portfolio
|
Q2 2024
Reduced 21.74%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
269
shares
|
$12,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
249
shares
|
$11,354
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
245
shares
|
$11,172
0.0% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
239
shares
|
$10,898
0.0% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
236
shares
|
$10,761
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
236
shares
|
$10,761
0.0% of portfolio
|
Q2 2025
Added 81.54%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
227
shares
|
$10,351
0.0% of portfolio
|
Q1 2025
Reduced 59.17%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
217
shares
|
$9,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
202
shares
|
$9,211
0.0% of portfolio
|
Q2 2024
Reduced 16.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
200
shares
|
$9,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
184
shares
|
$8,390
0.0% of portfolio
|
Q1 2025
Reduced 51.58%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
172
shares
|
$7,843
0.0% of portfolio
|
Q1 2025
Added 18.62%
|