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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
800
shares
|
$36,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
795
shares
|
$36,450
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
700
shares
|
$32,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
670
shares
|
$30,719
0.01% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
639
shares
|
$29,298
0.0% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
626
shares
|
$28,702
0.0% of portfolio
|
Q3 2025
Added 44.57%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
611
shares
|
$28,014
0.0% of portfolio
|
Q1 2022
Added 3973.33%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
601
shares
|
$27,555
0.02% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
600
shares
|
$27,510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
573
shares
|
$26,272
0.01% of portfolio
|
Q3 2025
Added 50.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
547
shares
|
$25,079
0.0% of portfolio
|
Q3 2025
Added 3318.75%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
536
shares
|
$24,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
506
shares
|
$23,200
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
504
shares
|
$23,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
453
shares
|
$20,770
0.0% of portfolio
|
Q2 2025
Reduced 36.29%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
450
shares
|
$20,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
447
shares
|
$20,494
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
445
shares
|
$20,403
0.0% of portfolio
|
Q2 2025
Reduced 45.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
431
shares
|
$19,761
0.0% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
420
shares
|
$19,257
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
400
shares
|
$18,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
400
shares
|
$18,340
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
377
shares
|
$17,285
0.0% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
362
shares
|
$16,597
0.0% of portfolio
|
Q2 2023
Added 905.56%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
358
shares
|
$16,414
0.0% of portfolio
|
Q3 2025
Added 46.12%
|
|