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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
270
shares
|
$12,209
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
249
shares
|
$11,259
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
245
shares
|
$11,078
0.0% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
236
shares
|
$10,671
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
236
shares
|
$10,671
0.0% of portfolio
|
Q2 2025
Added 81.54%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
225
shares
|
$10,174
0.0% of portfolio
|
Q2 2025
Added 127.27%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
202
shares
|
$9,134
0.0% of portfolio
|
Q2 2024
Reduced 16.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
200
shares
|
$9,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
174
shares
|
$7,868
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
160
shares
|
$7,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
158
shares
|
$7,144
0.0% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
142
shares
|
$6,421
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
136
shares
|
$6,149
0.0% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
135
shares
|
$6,104
0.0% of portfolio
|
Q2 2025
Added 1025.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
122
shares
|
$5,516
0.0% of portfolio
|
Q2 2025
Added 96.72%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
118
shares
|
$5,335
0.0% of portfolio
|
Q2 2025
Added 40.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
106
shares
|
$4,793
0.0% of portfolio
|
Q2 2022
Reduced 69.28%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
100
shares
|
$4,522
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
85
shares
|
$3,843
0.0% of portfolio
|
Q1 2025
Added 19.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
73
shares
|
$3,301
0.0% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
71
shares
|
$3,210
0.0% of portfolio
|
Q2 2025
Added 77.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
65
shares
|
$2,939
0.0% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
60
shares
|
$2,713
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
53
shares
|
$2,396
0.0% of portfolio
|
Q2 2025
Reduced 60.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
47
shares
|
$2,125
0.0% of portfolio
|
Q2 2024
New holding
|