Institutional Ownership Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
855
shares
|
$44,323
0.0% of portfolio
|
Q2 2024
Reduced 46.89%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
757
shares
|
$39,242
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
703
shares
|
$36,443
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
578
shares
|
$29,963
0.0% of portfolio
|
Q1 2025
Added 236.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
577
shares
|
$29,911
0.0% of portfolio
|
Q1 2025
Reduced 45.31%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
562
shares
|
$29,134
0.02% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
525
shares
|
$27,216
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
517
shares
|
$26,801
0.0% of portfolio
|
Q1 2025
Reduced 56.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
502
shares
|
$26,023
0.0% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
498
shares
|
$25,816
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
456
shares
|
$23,639
0.0% of portfolio
|
Q1 2025
Reduced 39.52%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
440
shares
|
$22,809
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
352
shares
|
$18,247
0.0% of portfolio
|
Q2 2024
Added 590.2%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
285
shares
|
$14,774
0.0% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
250
shares
|
$12,960
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
214
shares
|
$11,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
204
shares
|
$10,575
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
201
shares
|
$10,419
0.0% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
200
shares
|
$10,368
0.0% of portfolio
|
Q4 2024
Added 440.54%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
187
shares
|
$9,694
0.0% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
180
shares
|
$9,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
179
shares
|
$9,279
0.0% of portfolio
|
Q1 2025
Added 110.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
168
shares
|
$8,709
0.0% of portfolio
|
Q2 2025
Added 46.09%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
149
shares
|
$7,724
0.0% of portfolio
|
Q1 2025
Reduced 77.69%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
123
shares
|
$6,376
0.0% of portfolio
|
Q1 2025
New holding
|