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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,317
shares
|
$512,660
0.0% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
11,313
shares
|
$512,478
0.11% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
10,696
shares
|
$484,528
0.12% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
9,953
shares
|
$450,870
0.0% of portfolio
|
Q2 2025
Reduced 75.3%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
9,916
shares
|
$449,194
0.27% of portfolio
|
Q1 2025
Added 51.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,630
shares
|
$436,239
0.0% of portfolio
|
Q2 2023
Reduced 5.79%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
9,342
shares
|
$423,192
0.02% of portfolio
|
Q1 2025
Added 57.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
8,748
shares
|
$396,284
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,661
shares
|
$392,343
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
8,451
shares
|
$382,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Green Alpha Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,435
shares
|
$382,105
0.51% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
7,737
shares
|
$350,486
0.0% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,723
shares
|
$349,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
7,680
shares
|
$347,904
0.03% of portfolio
|
Q4 2024
Reduced 47.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
7,604
shares
|
$344,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
7,600
shares
|
$344,280
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
7,210
shares
|
$326,613
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
7,200
shares
|
$326,160
0.04% of portfolio
|
Q2 2018
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,075
shares
|
$320,497
0.0% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
6,945
shares
|
$314,608
0.02% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
6,925
shares
|
$313,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
6,901
shares
|
$312,615
0.04% of portfolio
|
Q1 2025
Added 172.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
6,856
shares
|
$310,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
6,830
shares
|
$309,399
0.0% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,760
shares
|
$306,228
0.0% of portfolio
|
Q1 2025
Added 16.23%
|