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 365 institutions that hold shares in the stock, with a total of 50.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,663
shares
|
$259,648
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
5,594
shares
|
$256,484
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,136
shares
|
$235,485
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,131
shares
|
$235,256
0.01% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$229,250
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$229,250
0.02% of portfolio
|
Q2 2021
Reduced 1.96%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
5,000
shares
|
$229,250
0.06% of portfolio
|
Q4 2019
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,989
shares
|
$228,745
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,888
shares
|
$224,114
0.06% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
4,793
shares
|
$219,759
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
4,697
shares
|
$215,357
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,685
shares
|
$214,807
0.0% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,673
shares
|
$214,257
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
4,600
shares
|
$210,910
0.19% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
4,548
shares
|
$208,525
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,529
shares
|
$207,654
0.0% of portfolio
|
Q3 2025
Added 5228.24%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
4,500
shares
|
$206,325
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
4,451
shares
|
$204,078
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
4,200
shares
|
$192,570
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,143
shares
|
$189,956
0.0% of portfolio
|
Q3 2025
Added 156.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,012
shares
|
$183,950
0.01% of portfolio
|
Q3 2025
Reduced 36.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,915
shares
|
$179,502
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,530
shares
|
$116,000
0.01% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,327
shares
|
$106,692
0.01% of portfolio
|
Q3 2025
Reduced 81.94%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,250
shares
|
$103,162
0.07% of portfolio
|
Q4 2024
New holding
|
|