Institutional Ownership Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
39
shares
|
$2,021
0.0% of portfolio
|
Q4 2017
Reduced 22.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
34
shares
|
$1,762
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
32
shares
|
$1,658
0.0% of portfolio
|
Q2 2025
Reduced 21.95%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
32
shares
|
$1,658
0.0% of portfolio
|
Q2 2025
Reduced 59.49%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
24
shares
|
$1,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
23
shares
|
$1,192
0.0% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$1,036
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
19
shares
|
$984
0.0% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18
shares
|
$933
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
17
shares
|
$881
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
16
shares
|
$829
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15
shares
|
$777
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$725
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$570
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8
shares
|
$414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
8
shares
|
$414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
7
shares
|
$362
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6
shares
|
$311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$311
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
5
shares
|
$259
0.0% of portfolio
|
Q2 2025
Reduced 70.59%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4
shares
|
$207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3
shares
|
$155
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$155
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|