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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
46
shares
|
$2,080
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
44
shares
|
$1,989
0.0% of portfolio
|
Q2 2025
Added 633.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
41
shares
|
$1,854
0.0% of portfolio
|
Q2 2025
Added 105.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$1,808
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
36
shares
|
$1,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
34
shares
|
$1,537
0.0% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
34
shares
|
$1,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
30
shares
|
$1,356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
23
shares
|
$1,040
0.0% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
22
shares
|
$994
0.0% of portfolio
|
Q2 2025
Reduced 90.79%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
17
shares
|
$768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16
shares
|
$723
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$587
0.0% of portfolio
|
Q2 2025
Reduced 53.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$587
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11
shares
|
$497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
9
shares
|
$406
0.0% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8
shares
|
$361
0.0% of portfolio
|
Q1 2025
Reduced 80.49%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$316
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
6
shares
|
$271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5
shares
|
$226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$180
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
4
shares
|
$180
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
4
shares
|
$180
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$135
0.0% of portfolio
|
Q2 2025
Added 200.0%
|