California Water Service GrpCWT

13F holders, Q1 2025 (March 31)
330holders +7
41new positions
36sold out
5famous investors
$48.47avg. 13F price*

At the end of Q1 2025, 330 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 7 from Q4 2024. 41 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($532.2M), Vanguard Group Inc. ($357.8M) and State Street Corp. ($158.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
California Water Service Grp
CUSIP
130788102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 274Q1 2024Q2 2024: 299Q2 2024Q3 2024: 324Q3 2024Q4 2024: 323Q4 2024Q1 2025: 330Q1 2025Q2 2025: 338Q2 2025Q3 2025: 337Q3 2025Q4 2025: 329Q4 2025Q1 2026: 339Q1 2026Q2 2026: 346Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions41$59.5M
Exits36$19.7M

All 13F filers, Q4 2024 → Q1 2025: 3,577,611 shares bought and 2,333,667 shares sold, net +1,243,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 330 holders

BlackRock, Inc. 0.01% Reduce -1.6% 10,982,517 $532.2M
Vanguard Group Inc. 0.01% Reduce -1.8% 7,383,463 $357.8M
State Street Corp. 0.01% Reduce -4.8% 3,263,535 $158.2M
T. Rowe Price Investment Management, Inc. 0.10% Add +2.3% 3,029,785 $146.8M
Nuance Investments, LLC 6.43% Add +35.4% 2,017,511 $97.8M
Amundi 0.03% Reduce -0.9% 1,890,823 $92.2M
First Trust Advisors LP 0.06% Reduce -14.8% 1,440,050 $69.8M
Geode Capital Management, LLC 0.01% Add +3.1% 1,402,951 $68.0M
Dimensional Fund Advisors LP 0.01% Reduce -4.8% 1,203,518 $58.3M
Invesco Ltd. 0.01% Add +6.1% 985,141 $47.7M
Northern Trust Corp. 0.01% Reduce -0.7% 972,477 $47.1M
Morgan Stanley 0.00% Add +19.1% 945,348 $45.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.9% 715,650 $34.7M
CBRE Investment Management Listed Real Assets LLC 0.52% Add +8.0% 700,564 $33.9M
Norges Bank 0.00% Reduce -19.3% 676,286 $32.8M
Legal & General Group Plc 0.01% Add +19.5% 661,211 $32.0M
Bank of New York Mellon Corp 0.01% Reduce -4.9% 602,892 $29.2M
KBC Group NV 0.08% Reduce -9.9% 563,961 $27.3M
Triodos Investment Management BV 1.95% No change 493,000 $23.8M
Goldman Sachs Group Inc. 0.00% Reduce -14.3% 453,825 $22.0M
Nuveen, LLC 0.01% — 444,944 $21.6M
Beck Bode, LLC 3.31% New 365,821 $17.7M
Raymond James Financial Inc. 0.01% Add +204.2% 315,685 $15.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.1% 311,502 $15.1M
Principal Financial Group Inc. 0.01% Add +2.6% 296,379 $14.4M
JPMorgan Chase & Co. 0.00% Reduce -16.7% 257,152 $12.5M
Victory Capital Management Inc. 0.01% Add +39.7% 255,232 $12.4M
Renaissance Technologies 0.02% Add +346.6% 205,400 $10.0M
1832 Asset Management L.P. 0.02% New 200,000 $9.7M
Qube Research & Technologies Ltd 0.01% Reduce -35.6% 199,659 $9.7M
Public Sector Pension Investment Board 0.04% Add +27.3% 188,605 $9.1M
Rhumbline Advisers 0.01% Reduce -4.1% 187,820 $9.1M
Ameriprise Financial Inc. 0.00% Add +22.0% 182,751 $8.9M
ProShare Advisors LLC 0.02% Reduce -8.1% 167,419 $8.1M
Thematics Asset Management 0.38% Reduce -17.2% 154,470 $7.5M
Aptus Capital Advisors, LLC 0.08% Add +12.7% 140,885 $6.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.3% 126,823 $6.2M
Jane Street Group, LLC 0.01% New 123,379 $6.0M
UBS Group AG 0.00% Reduce -13.9% 121,499 $5.9M
Swiss National Bank 0.00% Reduce -0.3% 115,300 $5.6M
AQR Capital Management 0.01% Add +75.4% 114,980 $5.6M
New Age Alpha Advisors, LLC 0.25% Add +17.2% 114,885 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +1.4% 113,715 $5.5M
Deutsche Bank AG 0.00% Reduce -5.7% 113,069 $5.5M
Jupiter Asset Management Ltd. 0.05% New 112,681 $5.5M
Bank of America Corp. 0.00% Add +3.3% 110,871 $5.4M
Barclays PLC 0.00% Reduce -17.6% 109,095 $5.3M
Man Group plc 0.02% Add +3.5% 104,997 $5.1M
American Century Companies Inc. 0.00% Add +16.6% 104,203 $5.0M
Northstar Asset Management Inc. 1.46% Add +7.0% 101,529 $4.9M
Meiji Yasuda Asset Management Co Ltd. 0.20% Add +26.8% 100,842 $4.9M
Alliancebernstein L.P. 0.00% Add +57.5% 100,366 $4.9M
Susquehanna International Group, LLP 0.01% Add +234.5% 93,279 $4.5M
Citigroup Inc. 0.00% Add +0.5% 87,490 $4.2M
Jacobs Levy Equity Management, Inc. 0.02% New 86,379 $4.2M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 84,829 $4.1M
Prudential Financial Inc. 0.01% Reduce -37.7% 84,829 $4.1M
Martingale Asset Management L P 0.10% Add +8.0% 82,945 $4.0M
Kennedy Capital Management LLC 0.09% New 75,903 $3.7M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -29.3% 74,305 $3.6M
Maryland State Retirement & Pension System 0.08% Reduce -2.1% 67,856 $3.3M
Mariner, LLC 0.01% Add +115.2% 67,291 $3.3M
Wells Fargo & Company 0.00% Add +7.7% 66,794 $3.2M
Arjuna Capital 0.89% Reduce -22.2% 66,038 $3.2M
FMR LLC 0.00% Add +273.4% 64,486 $3.1M
Marshall Wace, LLP 0.00% Add +961.9% 62,511 $3.0M
New York State Teachers Retirement System 0.01% Add +1.5% 62,502 $3.0M
Susquehanna Fundamental Investments, LLC 0.05% Add +88.7% 59,237 $2.9M
Storebrand Asset Management As 0.01% Add +2.9% 59,198 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 58,307 $2.8M
SG Americas Securities, LLC 0.01% Add +79.8% 56,109 $2.7M
Financial Counselors Inc. 0.04% Reduce -0.8% 55,359 $2.7M
California State Teachers Retirement System 0.00% Reduce -1.7% 54,138 $2.6M
Clear Harbor Asset Management, LLC 0.20% Reduce -2.8% 51,310 $2.5M
Envestnet Asset Management Inc. 0.00% Add +5.9% 49,512 $2.4M
First National Corp. /Ma/ 0.53% Add +121.4% 49,153 $2.4M
Exchange Traded Concepts, LLC 0.04% Add +97.8% 48,918 $2.4M
Federated Hermes, Inc. 0.01% Add +2361.8% 48,473 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.8% 47,341 $2.3M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +34.9% 46,739 $2.3M
Mercer Global Advisors Inc. 0.01% Add +1.4% 46,656 $2.3M
Bridge City Capital, LLC 0.67% Reduce -1.0% 46,298 $2.2M
Magellan Asset Management Ltd 0.03% Reduce -1.5% 45,570 $2.2M
TD Asset Management Inc 0.00% Reduce -6.7% 44,196 $2.1M
Macquarie Group Ltd. 0.00% Reduce -1.8% 43,914 $2.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.25% Add +2.4% 43,890 $2.1M
Gabelli Funds LLC 0.02% No change 43,200 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +2.9% 41,972 $2.0M
Assenagon Asset Management S.A. 0.00% Reduce -43.1% 40,292 $2.0M
Graham Capital Management, L.P. 0.09% Add +12.1% 39,991 $1.9M
CoreCommodity Management, LLC 0.31% Add +12.8% 39,757 $1.9M
State of Wisconsin Investment Board 0.00% Add +2.5% 39,322 $1.9M
NorthCoast Asset Management LLC 0.01% Add +1.0% 38,438 $1.9M
Nia Impact Advisors, LLC 0.67% Add +0.4% 37,287 $1.8M
Allianz Asset Management GmbH 0.00% Add +486.6% 35,782 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +19.9% 35,773 $1.7M
Duff & Phelps Investment Management Co. 0.02% Reduce -3.7% 35,006 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -1.4% 34,799 $1.7M
Citadel Advisors 0.00% Reduce -65.4% 33,859 $1.6M
Bank of Montreal 0.00% Add +6.3% 33,292 $1.6M

"% of holder's portfolio" is CWT's weight in each manager's 13F, not the share of California Water Service Grp the manager owns.

Show all 330 holders