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 349 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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
142
shares
|
$6,432
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
136
shares
|
$6,160
0.0% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
134
shares
|
$6,070
0.0% of portfolio
|
Q1 2025
Reduced 73.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
122
shares
|
$5,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
115
shares
|
$5,209
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
106
shares
|
$4,801
0.0% of portfolio
|
Q2 2022
Reduced 69.28%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
100
shares
|
$4,530
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
99
shares
|
$4,484
0.0% of portfolio
|
Q1 2025
Added 90.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
85
shares
|
$3,850
0.0% of portfolio
|
Q1 2025
Added 19.72%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
84
shares
|
$3,805
0.0% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
80
shares
|
$3,624
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
78
shares
|
$3,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
73
shares
|
$3,306
0.0% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
65
shares
|
$2,944
0.0% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
60
shares
|
$2,718
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
50
shares
|
$2,265
0.0% of portfolio
|
Q1 2025
Reduced 82.58%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
47
shares
|
$2,129
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
45
shares
|
$2,038
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
42
shares
|
$1,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
40
shares
|
$1,812
0.0% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$1,812
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
36
shares
|
$1,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
34
shares
|
$1,540
0.0% of portfolio
|
Q1 2025
Added 47.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
28
shares
|
$1,268
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$996
0.0% of portfolio
|
Q2 2025
New holding
|