California Water Service GrpCWT
13F holders, Q4 2024 (December 31)323holders −1
26new positions
37sold out
6famous investors
$45.31avg. 13F price*
At the end of Q4 2024, 323 institutions reported holding California Water Service Grp (CWT) in their 13F filings, down 1 from Q3 2024. 26 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($506.2M), Vanguard Group Inc. ($340.6M) and State Street Corp. ($155.4M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $20.0M |
| Exits | 37 | $31.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,566,077 shares bought and 2,990,518 shares sold, net +575,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| BlackRock, Inc. | 0.01% | Add +7.1% | 11,166,807 | $506.2M |
| Vanguard Group Inc. | 0.01% | Add +2.1% | 7,514,709 | $340.6M |
| State Street Corp. | 0.01% | Add +12.2% | 3,427,803 | $155.4M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -10.8% | 2,962,783 | $134.3M |
| Amundi | 0.03% | Reduce -12.1% | 1,909,039 | $85.5M |
| First Trust Advisors LP | 0.07% | Add +5.0% | 1,689,977 | $76.6M |
| Nuance Investments, LLC | 2.73% | Reduce -8.8% | 1,490,168 | $67.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 1,360,158 | $61.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.8% | 1,263,790 | $57.3M |
| Northern Trust Corp. | 0.01% | Add +13.1% | 979,138 | $44.4M |
| Invesco Ltd. | 0.01% | Add +5.6% | 928,148 | $42.1M |
| Norges Bank | 0.01% | Add +48.8% | 838,261 | $38.0M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 793,698 | $36.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 722,163 | $32.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.52% | Add +5.9% | 648,406 | $29.4M |
| Bank of New York Mellon Corp | 0.01% | Add +21.2% | 634,179 | $28.7M |
| KBC Group NV | 0.08% | Reduce -12.8% | 626,296 | $28.4M |
| Legal & General Group Plc | 0.01% | Reduce -1.5% | 553,203 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.0% | 529,276 | $24.0M |
| Triodos Investment Management BV | 1.81% | Add +10.0% | 493,000 | $22.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.1% | 317,419 | $14.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +24.0% | 310,241 | $14.1M |
| JPMorgan Chase & Co. | 0.00% | Add +91.0% | 308,704 | $14.0M |
| Principal Financial Group Inc. | 0.01% | Add +4.1% | 288,923 | $13.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +20.0% | 257,225 | $11.7M |
| Rhumbline Advisers | 0.01% | Reduce -5.0% | 195,876 | $8.9M |
| Thematics Asset Management | 0.37% | No change | 186,470 | $8.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -9.3% | 182,713 | $8.3M |
| ProShare Advisors LLC | 0.02% | Add +23.6% | 182,201 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.9% | 149,767 | $6.8M |
| Public Sector Pension Investment Board | 0.03% | Add +18.7% | 148,136 | $6.7M |
| UBS Group AG | 0.00% | Add +50.9% | 141,091 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -40.5% | 136,249 | $6.2M |
| Barclays PLC | 0.00% | Add +10.7% | 132,405 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.4% | 129,765 | $5.9M |
| Aptus Capital Advisors, LLC | 0.07% | Add +22.5% | 124,978 | $5.7M |
| Deutsche Bank AG | 0.00% | Add +16.3% | 119,904 | $5.4M |
| Swiss National Bank | 0.00% | Add +2.6% | 115,700 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +2.6% | 112,180 | $5.1M |
| Bank of America Corp. | 0.00% | Reduce -20.5% | 107,360 | $4.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | New | 105,066 | $4.8M |
| Raymond James Financial Inc. | 0.00% | — | 103,771 | $4.7M |
| Man Group plc | 0.01% | Add +102.1% | 101,490 | $4.6M |
| New Age Alpha Advisors, LLC | 0.18% | New | 98,034 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -73.8% | 97,792 | $4.4M |
| Northstar Asset Management Inc. | 1.13% | Add +9.5% | 94,843 | $4.3M |
| American Century Companies Inc. | 0.00% | Reduce -39.6% | 89,377 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.1% | 87,115 | $3.9M |
| Citigroup Inc. | 0.00% | Add +20.5% | 87,016 | $3.9M |
| Arjuna Capital | 1.02% | Add +23.6% | 84,911 | $3.8M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +99.3% | 80,318 | $3.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.14% | Add +2.1% | 79,539 | $3.6M |
| Martingale Asset Management L P | 0.08% | Add +13.4% | 76,799 | $3.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -72.0% | 70,764 | $3.2M |
| Maryland State Retirement & Pension System | 0.07% | Add +0.2% | 69,336 | $3.1M |
| Millennium Management | 0.00% | Reduce -55.1% | 68,850 | $3.1M |
| AQR Capital Management | 0.00% | Add +57.9% | 65,560 | $3.0M |
| Alliancebernstein L.P. | 0.00% | No change | 63,714 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 62,044 | $2.8M |
| New York State Teachers Retirement System | 0.01% | No change | 61,578 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +4.4% | 60,811 | $2.8M |
| NFJ Investment Group, LLC | 0.09% | Reduce -1.7% | 60,383 | $2.7M |
| Trexquant Investment LP | 0.03% | Add +5.0% | 58,231 | $2.6M |
| Storebrand Asset Management As | 0.01% | Add +4.0% | 57,549 | $2.6M |
| Financial Counselors Inc. | 0.04% | Reduce -1.0% | 55,805 | $2.5M |
| California State Teachers Retirement System | 0.00% | Add +0.8% | 55,060 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -36.4% | 55,017 | $2.5M |
| Clear Harbor Asset Management, LLC | 0.19% | Reduce -5.0% | 52,786 | $2.4M |
| TD Asset Management Inc | 0.00% | Reduce -24.7% | 47,346 | $2.1M |
| Vontobel Holding Ltd. | 0.01% | Add +134.6% | 47,155 | $2.1M |
| Bridge City Capital, LLC | 0.56% | Add +5.4% | 46,749 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 46,747 | $2.1M |
| Magellan Asset Management Ltd | 0.02% | Reduce -2.2% | 46,248 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.8% | 46,032 | $2.1M |
| Renaissance Technologies | 0.00% | New | 45,992 | $2.1M |
| Macquarie Group Ltd. | 0.00% | Add +42.2% | 44,710 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.8% | 43,531 | $2.0M |
| Gabelli Funds LLC | 0.01% | No change | 43,200 | $2.0M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.23% | Reduce -39.8% | 42,875 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.6% | 40,776 | $1.8M |
| Algert Global LLC | 0.04% | Add +70.0% | 39,207 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -3.5% | 38,374 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +187.1% | 38,183 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.4% | 38,065 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +132.8% | 37,197 | $1.7M |
| Nia Impact Advisors, LLC | 0.55% | Reduce -1.1% | 37,127 | $1.7M |
| Duff & Phelps Investment Management Co. | 0.02% | Reduce -42.8% | 36,335 | $1.6M |
| Graham Capital Management, L.P. | 0.08% | Add +153.7% | 35,666 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +7.0% | 35,292 | $1.6M |
| CoreCommodity Management, LLC | 0.31% | Reduce -0.2% | 35,233 | $1.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | New | 34,639 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.7% | 33,800 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +5.2% | 32,603 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -4.6% | 31,731 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 31,397 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -7.3% | 31,316 | $1.4M |
| Mariner, LLC | 0.00% | Add +36.1% | 31,276 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +205.5% | 31,205 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 31,064 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 30,855 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -53.9% | 29,838 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 29,639 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -48.1% | 29,544 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.4% | 28,800 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 28,598 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.8% | 27,888 | $1.3M |
| Jennison Associates LLC | 0.00% | New | 27,609 | $1.3M |
| AlphaQuest LLC | 0.16% | Add +20.1% | 27,233 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +5.5% | 26,682 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +9.9% | 26,108 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +21.1% | 25,606 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +129.6% | 24,755 | $1.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +66.7% | 24,736 | $1.1M |
| Engineers Gate Manager LP | 0.02% | Reduce -58.6% | 23,610 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.3% | 23,290 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +10.5% | 23,205 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.9% | 22,529 | $1.0M |
| First National Corp. /Ma/ | 0.23% | New | 22,197 | $1.0M |
| STRS Ohio | 0.00% | Add +9.5% | 21,900 | $993K |
| Comerica Bank | 0.00% | Reduce -1.0% | 21,637 | $981K |
| Teacher Retirement System of Texas | 0.00% | Add +36.9% | 21,550 | $977K |
| LPL Financial LLC | 0.00% | Add +10.9% | 21,540 | $976K |
| Teton Advisors, Inc. | 0.50% | Reduce -1.4% | 21,000 | $952K |
| Handelsbanken Fonder AB | 0.00% | Add +6.5% | 20,724 | $939K |
| Wulff, Hansen & Co. | 0.89% | Reduce -0.3% | 20,640 | $936K |
| Atom Investors LP | 0.12% | Reduce -16.1% | 20,530 | $931K |
| Voloridge Investment Management, LLC | 0.00% | Add +93.0% | 19,883 | $901K |
| CenterBook Partners LP | 0.05% | Reduce -0.9% | 19,358 | $877K |
| Alps Advisors Inc. | 0.01% | Add +17.0% | 18,337 | $831K |
| Voya Investment Management LLC | 0.00% | Reduce -70.9% | 18,117 | $821K |
| Van Eck Associates Corp. | 0.00% | Add +12.2% | 17,851 | $809K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,640 | $800K |
| Amalgamated Bank | 0.01% | Add +0.3% | 17,364 | $787K |
| FMR LLC | 0.00% | Reduce -72.9% | 17,270 | $783K |
| Arizona State Retirement System | 0.00% | Add +2.6% | 17,068 | $774K |
| Private Advisor Group, LLC | 0.00% | Reduce -27.0% | 16,649 | $755K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $746K |
| Manchester Capital Management LLC | 0.08% | Add +0.1% | 14,881 | $675K |
| Entropy Technologies, LP | 0.07% | Add +35.9% | 14,728 | $668K |
| Creative Planning | 0.00% | Reduce -6.2% | 14,161 | $642K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.4% | 14,001 | $635K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 13,991 | $634K |
| Tidal Investments LLC | 0.01% | Reduce -29.0% | 13,900 | $630K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +207.8% | 13,554 | $614K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.15% | Reduce -8.3% | 13,500 | $612K |
| Squarepoint Ops LLC | 0.00% | New | 13,283 | $602K |
| Stifel Financial Corp. | 0.00% | Reduce -7.7% | 13,085 | $593K |
| Creative Financial Designs Inc. | 0.05% | Add +5.2% | 12,666 | $574K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 12,323 | $559K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 12,228 | $554K |
| Dark Forest Capital Management LP | 0.08% | New | 12,127 | $550K |
| KLP Kapitalforvaltning As | 0.00% | — | 12,100 | $548K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 12,086 | $548K |
| Legato Capital Management LLC | 0.07% | No change | 12,020 | $545K |
| Pictet Asset Management Holding SA | 0.00% | Add +28.8% | 11,886 | $539K |
| Allworth Financial LP | 0.00% | Add +3.9% | 12,400 | $534K |
| Centiva Capital, LP | 0.02% | Reduce -27.1% | 11,561 | $524K |
| Clean Yield Group | 0.17% | No change | 11,485 | $521K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -4.5% | 11,206 | $508K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.1% | 10,988 | $498K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +75.8% | 10,534 | $477K |
| HSBC Holdings PLC | 0.00% | Add +1.5% | 10,499 | $476K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -37.5% | 9,830 | $446K |
| Daiwa Securities Group Inc. | 0.00% | Add +12.7% | 9,712 | $440K |
| Mackenzie Financial Corp. | 0.00% | Add +144.3% | 9,622 | $436K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.7% | 9,558 | $433K |
| Corient Private Wealth LP | 0.00% | Add +3.6% | 9,420 | $427K |
| Cerity Partners LLC | 0.00% | Reduce -23.0% | 8,680 | $415K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.8% | 9,008 | $408K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.4% | 8,965 | $406K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -82.2% | 8,896 | $403K |
| Cornercap Investment Counsel Inc. | 0.13% | No change | 8,609 | $390K |
| Green Alpha Advisors, LLC | 0.31% | Reduce -5.9% | 8,586 | $389K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -70.7% | 8,219 | $373K |
| Inceptionr LLC | 0.08% | Reduce -33.2% | 8,087 | $367K |
| Penn Mutual Asset Management | 0.94% | Add +83.0% | 8,050 | $365K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +38.5% | 7,901 | $358K |
| IFM Investors Pty Ltd | 0.00% | Add +3.3% | 7,887 | $358K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $351K |
| Praxis Investment Management Inc. | 0.02% | Reduce -47.4% | 7,680 | $348K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $345K |
| Sound Income Strategies, LLC | 0.02% | No change | 7,210 | $327K |
| Groupe la Francaise | 0.01% | — | 7,204 | $327K |
| TRUE Private Wealth Advisors | 0.04% | No change | 7,200 | $326K |
| South Dakota Investment Council | 0.01% | No change | 7,017 | $318K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 6,925 | $314K |
| Brevan Howard Capital Management LP | 0.01% | Add +41.0% | 6,746 | $306K |
| Jacobi Capital Management LLC | 0.02% | Add +0.7% | 6,688 | $303K |
| Maple Capital Management, Inc. | 0.02% | New | 6,667 | $302K |
| PFG Investments, LLC | 0.02% | Reduce -7.0% | 6,660 | $302K |
| Hutchinson Capital Management | 0.06% | Reduce -0.0% | 6,611 | $300K |
| Wealth Architects, LLC | 0.03% | Reduce -0.1% | 6,573 | $298K |
| Ethic Inc. | 0.01% | Add +27.7% | 6,563 | $297K |
| ELCO Management Co., LLC | 0.16% | Reduce -12.7% | 6,555 | $297K |
| Twinbeech Capital LP | 0.01% | Reduce -91.0% | 6,513 | $295K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 6,498 | $295K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -9.9% | 6,269 | $284K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +8.0% | 6,236 | $283K |
| Allianz Asset Management GmbH | 0.00% | Reduce -42.5% | 6,100 | $277K |
| Vestcor Inc | 0.01% | New | 6,038 | $274K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 6,000 | $272K |
| XTX Topco Ltd | 0.02% | Reduce -37.3% | 5,941 | $269K |
| CIBC Asset Management Inc | 0.00% | Add +46.0% | 5,897 | $267K |
| Marshall Wace, LLP | 0.00% | Reduce -72.4% | 5,887 | $267K |
| US Bancorp \de | 0.00% | Add +9.0% | 5,816 | $264K |
| Cibc World Markets Corp. | 0.00% | New | 5,578 | $253K |
| Versor Investments LP | 0.04% | Reduce -28.0% | 5,448 | $247K |
| Ballentine Partners, LLC | 0.00% | New | 5,153 | $234K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,067 | $230K |
| Cullen Capital Management, LLC | 0.00% | Reduce -60.4% | 5,034 | $228K |
| Wellington Shields & Co., LLC | 0.07% | No change | 5,000 | $227K |
| Mission Wealth Management, LP | 0.01% | No change | 4,968 | $225K |
| Aigen Investment Management, LP | 0.04% | Add +18.1% | 4,954 | $225K |
| EntryPoint Capital, LLC | 0.09% | New | 4,853 | $220K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,838 | $219K |
| Alan B Lancz & Associates, Inc. | 0.22% | No change | 4,800 | $218K |
| Sei Investments Co. | 0.00% | Reduce -72.5% | 4,768 | $216K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,694 | $213K |
| Asset Planning,Inc | 0.16% | — | 4,500 | $204K |
| Choreo, LLC | 0.00% | Reduce -17.7% | 4,472 | $203K |
| Ieq Capital, LLC | 0.00% | New | 4,467 | $202K |
| Virtu Financial LLC | 0.01% | New | 4,423 | $200K |
| Osaic Holdings, Inc. | 0.00% | Add +18.3% | 4,108 | $187K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.4% | 4,060 | $184K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 3,799 | $172K |
| Lazard Asset Management LLC | 0.00% | Reduce -6.6% | 3,282 | $148K |
| Cwm, LLC | 0.00% | Add +2.0% | 3,152 | $143K |
| Quadrant Capital Group LLC | 0.01% | Reduce -19.4% | 2,847 | $129K |
| GeoWealth Management, LLC | 0.00% | New | 2,733 | $124K |
| Rothschild Investment LLC | 0.01% | Reduce -0.9% | 2,639 | $120K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.9% | 2,593 | $118K |
| Ostrum Asset Management | 0.01% | Add +187.1% | 2,320 | $105K |
| State of Wyoming | 0.01% | Add +136.4% | 2,291 | $104K |
| Millstone Evans Group, LLC | 0.07% | — | 2,250 | $102K |
| Point72 (DIFC) Ltd | 0.01% | Add +876.9% | 2,159 | $98K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,013 | $91K |
| Federated Hermes, Inc. | 0.00% | Add +27.6% | 1,969 | $89K |
| Putney Financial Group LLC | 0.07% | — | 1,722 | $78K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $75K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,620 | $73K |
| Natixis Investment Managers International | 0.01% | No change | 1,468 | $67K |
| Shell Asset Management Co. | 0.00% | No change | 1,450 | $66K |
| Sterling Capital Management LLC | 0.00% | Add +785.8% | 1,435 | $65K |
| Broadwater Capital Management LLC | 0.05% | Reduce -28.6% | 1,400 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $56K |
| Parkworth Wealth Management, Inc. | 0.04% | — | 1,114 | $50K |
| Bokf, NA | 0.00% | Add +9.8% | 1,122 | $47K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $45K |
| GAMMA Investing LLC | 0.00% | Reduce -20.6% | 982 | $45K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.5% | 855 | $39K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $38K |
| NBT Bank, N.A. | 0.00% | No change | 700 | $32K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.0% | 673 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $30K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $27K |
| Danske Bank A/S | 0.00% | Reduce -70.0% | 600 | $27K |
| Signaturefd, LLC | 0.00% | Add +18.0% | 557 | $25K |
| Hexagon Capital Partners LLC | 0.00% | Add +5.7% | 556 | $25K |
| Jones Financial Companies LLLP | 0.00% | Add +0.2% | 542 | $25K |
| Tower View Wealth Management LLC | 0.01% | Add +0.6% | 521 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +157.9% | 503 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.6% | 456 | $21K |
| Larson Financial Group LLC | 0.00% | Add +2.8% | 443 | $20K |
| HM Payson & Co. | 0.00% | No change | 420 | $19K |
| Parvin Asset Management, LLC | 0.02% | — | 400 | $18K |
| WASHINGTON TRUST Co | 0.00% | No change | 400 | $18K |
| True Wealth Design, LLC | 0.01% | Add +590.9% | 380 | $17K |
| IFP Advisors, Inc | 0.00% | Add +2.8% | 363 | $16K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 357 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +338.7% | 329 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +4.2% | 324 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $14K |
| Allianz SE | 0.00% | Reduce -67.2% | 295 | $13K |
| Catalyst Capital Advisors LLC | 0.00% | Add +4.6% | 297 | $13K |
| Bessemer Group Inc. | 0.00% | Add +18.1% | 287 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 261 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -55.8% | 223 | $10K |
| Darwin Wealth Management, LLC | 0.00% | No change | 217 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $9K |
| MAI Capital Management | 0.00% | New | 200 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $6K |
| Bfsg, LLC | 0.00% | Reduce -6.2% | 136 | $6K |
| Hemington Wealth Management | 0.00% | Add +0.7% | 145 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -5.8% | 131 | $6K |
| Hillsdale Investment Management Inc. | 0.00% | Add +18.2% | 130 | $6K |
| Principal Securities, Inc. | 0.00% | Add +11.7% | 115 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 104 | $5K |
| MCF Advisors LLC | 0.00% | No change | 100 | $5K |
| LGT Financial Advisors LLC | 0.01% | Reduce -33.1% | 97 | $4K |
| Venturi Wealth Management, LLC | 0.00% | New | 90 | $4K |
| UMB Bank, n.a. | 0.00% | Reduce -35.8% | 86 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -19.2% | 80 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 79 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.4% | 74 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -72.0% | 71 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 73 | $3K |
| Ridgewood Investments LLC | 0.00% | No change | 66 | $3K |
| Sierra Ocean, LLC | 0.00% | — | 62 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| Huntington National Bank | 0.00% | No change | 49 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 48 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 47 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 52 | $2K |
| Synergy Investment Management, LLC | 0.00% | — | 42 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -6.8% | 41 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 26 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 22 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -28.6% | 20 | $907 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -47.4% | 20 | $907 |
| Financial Gravity Companies, Inc. | 0.00% | Add +15.4% | 15 | $680 |
| Horizon Investments, LLC | 0.00% | New | 15 | $675 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -11.1% | 8 | $363 |
| Assetmark, Inc. | 0.00% | Add +50.0% | 6 | $272 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $272 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $227 |
| Abound Wealth Management | 0.00% | No change | 5 | $227 |
| Parkside Financial Bank & Trust | 0.00% | New | 5 | $227 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $91 |
| Covestor Ltd | 0.00% | Add +33.3% | 4 | $0 |
"% of holder's portfolio" is CWT's weight in each manager's 13F, not the share of California Water Service Grp the manager owns.