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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
347
shares
|
$15,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
322
shares
|
$14,763
0.0% of portfolio
|
Q3 2025
Reduced 74.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
304
shares
|
$13,938
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
291
shares
|
$13,342
0.0% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
272
shares
|
$12,471
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
265
shares
|
$12,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
237
shares
|
$10,866
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
232
shares
|
$10,637
0.0% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
214
shares
|
$9,811
0.0% of portfolio
|
Q3 2025
Reduced 50.8%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
207
shares
|
$9,490
0.0% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
202
shares
|
$9,261
0.0% of portfolio
|
Q2 2024
Reduced 16.87%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
184
shares
|
$8,436
0.0% of portfolio
|
Q3 2025
Added 441.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
175
shares
|
$8,023
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
174
shares
|
$7,977
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
164
shares
|
$7,519
0.0% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
158
shares
|
$7,244
0.0% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
142
shares
|
$6,510
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
136
shares
|
$6,235
0.0% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
134
shares
|
$6,143
0.0% of portfolio
|
Q3 2025
Added 152.83%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
119
shares
|
$5,456
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
107
shares
|
$4,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
106
shares
|
$4,860
0.0% of portfolio
|
Q2 2022
Reduced 69.28%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
100
shares
|
$4,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
100
shares
|
$4,585
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
70
shares
|
$3,209
0.0% of portfolio
|
Q3 2025
New holding
|
|