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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
65
shares
|
$2,980
0.0% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
60
shares
|
$2,751
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
52
shares
|
$2,384
0.0% of portfolio
|
Q3 2025
Reduced 83.39%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
48
shares
|
$2,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
46
shares
|
$2,109
0.0% of portfolio
|
Q3 2025
Reduced 85.53%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
40
shares
|
$1,834
0.0% of portfolio
|
Q3 2025
Reduced 43.66%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
37
shares
|
$1,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
36
shares
|
$1,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
36
shares
|
$1,650
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
34
shares
|
$1,558
0.0% of portfolio
|
Q3 2025
Added 47.83%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
34
shares
|
$1,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
30
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
29
shares
|
$1,329
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
27
shares
|
$1,237
0.0% of portfolio
|
Q3 2025
Reduced 38.64%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$1,054
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
22
shares
|
$1,008
0.0% of portfolio
|
Q2 2025
Reduced 90.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
20
shares
|
$917
0.0% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
17
shares
|
$779
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
15
shares
|
$687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15
shares
|
$687
0.0% of portfolio
|
Q3 2025
Reduced 67.39%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$596
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
11
shares
|
$504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8
shares
|
$366
0.0% of portfolio
|
Q1 2025
Reduced 80.49%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
6
shares
|
$275
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$275
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|