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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
2,026
shares
|
$92,892
0.01% of portfolio
|
Q3 2025
Added 33.82%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,013
shares
|
$92,296
0.0% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,661
shares
|
$76,156
0.03% of portfolio
|
Q1 2020
Added 0.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,658
shares
|
$76,019
0.0% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,643
shares
|
$75,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,620
shares
|
$74,277
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,616
shares
|
$74,093
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,600
shares
|
$73,360
0.04% of portfolio
|
Q4 2021
Reduced 15.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,528
shares
|
$70,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,468
shares
|
$67,307
0.01% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,464
shares
|
$67,124
0.0% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,400
shares
|
$64,190
0.05% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,285
shares
|
$58,917
0.0% of portfolio
|
Q3 2025
Added 16.92%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,243
shares
|
$56,991
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,150
shares
|
$52,727
0.0% of portfolio
|
Q3 2025
Added 1475.34%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,119
shares
|
$51,306
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,034
shares
|
$47,408
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$45,850
0.01% of portfolio
|
Q1 2022
Reduced 60.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
957
shares
|
$43,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
939
shares
|
$43,053
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
898
shares
|
$41,173
0.0% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
880
shares
|
$40,348
0.0% of portfolio
|
Q3 2025
Added 291.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
855
shares
|
$39,201
0.02% of portfolio
|
Q2 2023
Added 6.88%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
848
shares
|
$38,880
0.0% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
846
shares
|
$38,789
0.0% of portfolio
|
Q4 2023
Added 0.24%
|
|