California Water Service GrpCWT

13F holders, Q2 2025 (June 30)
338holders +8
36new positions
31sold out
6famous investors
$45.52avg. 13F price*

At the end of Q2 2025, 338 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 8 from Q1 2025. 36 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($471.6M), Vanguard Group Inc. ($335.5M) and T. Rowe Price Investment Management, Inc. ($149.0M). 6 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 Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$30.7M
Exits31$31.4M

All 13F filers, Q1 2025 → Q2 2025: 3,039,060 shares bought and 3,252,494 shares sold, net −213,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 338 holders

BlackRock, Inc. 0.01% Reduce -5.6% 10,369,218 $471.6M
Vanguard Group Inc. 0.01% Reduce -0.1% 7,376,519 $335.5M
T. Rowe Price Investment Management, Inc. 0.09% Add +8.1% 3,276,416 $149.0M
State Street Corp. 0.01% Reduce -2.5% 3,183,337 $144.8M
Amundi 0.03% Add +0.9% 1,907,169 $91.4M
Nuance Investments, LLC 6.12% Reduce -14.3% 1,728,615 $78.6M
Geode Capital Management, LLC 0.00% Add +1.0% 1,417,134 $64.5M
First Trust Advisors LP 0.05% Reduce -6.6% 1,344,916 $61.2M
Dimensional Fund Advisors LP 0.01% Reduce -3.8% 1,158,009 $52.7M
FMR LLC 0.00% Add +1532.3% 1,052,597 $47.9M
Invesco Ltd. 0.01% Reduce -6.5% 920,715 $41.9M
Morgan Stanley 0.00% Reduce -9.1% 859,496 $39.1M
CBRE Investment Management Listed Real Assets LLC 0.52% Add +7.3% 751,987 $34.2M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 727,316 $33.1M
Northern Trust Corp. 0.00% Reduce -26.6% 713,382 $32.4M
Legal & General Group Plc 0.01% Add +6.8% 706,366 $32.1M
Norges Bank 0.00% No change 676,286 $30.8M
Bank of New York Mellon Corp 0.01% Reduce -0.8% 597,807 $27.2M
KBC Group NV 0.07% Reduce -0.1% 563,334 $25.6M
Triodos Investment Management BV 1.68% No change 493,000 $22.4M
Nuveen, LLC 0.01% Reduce -7.8% 410,041 $18.6M
Beck Bode, LLC 3.05% Add +8.4% 396,398 $18.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.7% 351,148 $16.0M
Raymond James Financial Inc. 0.01% Add +5.5% 332,962 $15.1M
Principal Financial Group Inc. 0.01% Reduce -0.3% 295,385 $13.4M
Renaissance Technologies 0.02% Add +36.8% 281,000 $12.8M
Victory Capital Management Inc. 0.01% Add +6.0% 270,638 $12.3M
JPMorgan Chase & Co. 0.00% Reduce -6.0% 241,618 $11.0M
Goldman Sachs Group Inc. 0.00% Reduce -49.9% 227,190 $10.3M
Public Sector Pension Investment Board 0.04% Add +7.7% 203,126 $9.2M
Rhumbline Advisers 0.01% Add +0.6% 188,900 $8.6M
Ameriprise Financial Inc. 0.00% Reduce -3.4% 176,496 $8.0M
UBS Group AG 0.00% Add +40.9% 171,189 $7.8M
Bank of America Corp. 0.00% Add +46.7% 162,628 $7.4M
Aptus Capital Advisors, LLC 0.07% Add +9.9% 154,865 $7.0M
Thematics Asset Management 0.32% No change 154,470 $7.0M
ProShare Advisors LLC 0.01% Reduce -11.0% 148,970 $6.8M
T. Rowe Price Associates Inc. 0.00% Add +154.1% 148,154 $6.7M
Jane Street Group, LLC 0.01% Add +13.5% 139,989 $6.4M
Barclays PLC 0.00% Add +26.1% 137,511 $6.3M
Royal Bank of Canada 0.00% Add +405.1% 128,524 $5.8M
CANADA LIFE ASSURANCE Co 0.01% Add +1.0% 128,057 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.9% 114,777 $5.2M
American Century Companies Inc. 0.00% Add +10.0% 114,629 $5.2M
Swiss National Bank 0.00% Reduce -1.5% 113,600 $5.2M
Alliancebernstein L.P. 0.00% Add +8.8% 109,205 $5.0M
New Age Alpha Advisors, LLC 0.21% Reduce -9.1% 104,418 $4.7M
Northstar Asset Management Inc. 1.29% Add +0.7% 102,238 $4.6M
Adage Capital Partners Gp, L.L.C. 0.01% New 100,000 $4.5M
Federated Hermes, Inc. 0.01% Add +100.5% 97,170 $4.4M
Jupiter Asset Management Ltd. 0.04% Reduce -17.0% 93,546 $4.3M
Prudential Financial Inc. 0.01% Add +6.8% 90,620 $4.1M
Meiji Yasuda Asset Management Co Ltd. 0.20% Reduce -10.7% 90,031 $4.1M
Crawford Investment Counsel Inc. 0.07% New 85,549 $3.9M
Dark Forest Capital Management LP 0.15% New 84,013 $3.8M
Trexquant Investment LP 0.04% Add +266.4% 82,807 $3.8M
Martingale Asset Management L P 0.09% Reduce -1.1% 82,078 $3.7M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -7.3% 80,088 $3.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +179.1% 78,182 $3.6M
Deutsche Bank AG 0.00% Reduce -32.0% 76,923 $3.5M
Susquehanna International Group, LLP 0.01% Reduce -19.1% 75,446 $3.4M
AQR Capital Management 0.00% Reduce -36.0% 73,592 $3.3M
Wells Fargo & Company 0.00% Add +7.5% 71,813 $3.3M
Advisors Preferred, LLC 0.53% New 69,577 $3.2M
Maryland State Retirement & Pension System 0.07% Add +4.8% 71,103 $3.2M
Mariner, LLC 0.00% Add +1.7% 68,441 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -22.7% 65,548 $3.0M
Arjuna Capital 0.76% Reduce -4.2% 63,259 $2.9M
New York State Teachers Retirement System 0.01% Add +0.2% 62,602 $2.8M
Citigroup Inc. 0.00% Reduce -29.0% 62,103 $2.8M
Citadel Advisors 0.00% Add +83.0% 61,963 $2.8M
Rodgers Brothers Inc. 0.35% New 61,075 $2.8M
Storebrand Asset Management As 0.01% Add +0.7% 59,590 $2.7M
Kennedy Capital Management LLC 0.06% Reduce -24.2% 57,553 $2.6M
Midwest Trust Co 0.03% — 55,331 $2.5M
California State Teachers Retirement System 0.00% Add +0.5% 54,416 $2.5M
Qube Research & Technologies Ltd 0.00% Reduce -72.8% 54,257 $2.5M
TD Asset Management Inc 0.00% Add +17.4% 51,888 $2.4M
Clear Harbor Asset Management, LLC 0.17% Reduce -0.6% 50,985 $2.3M
Exchange Traded Concepts, LLC 0.03% Add +3.1% 50,455 $2.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.20% Add +13.6% 49,855 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -2.6% 48,207 $2.2M
Mercer Global Advisors Inc. 0.00% Add +1.3% 47,249 $2.1M
Allianz Asset Management GmbH 0.00% Add +29.7% 46,425 $2.1M
Bridge City Capital, LLC 0.58% Reduce -1.4% 45,650 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.6% 45,631 $2.1M
Magellan Asset Management Ltd 0.02% Reduce -4.5% 43,514 $2.0M
Gabelli Funds LLC 0.01% No change 43,200 $2.0M
Oddo BHF Asset Management Sas 0.07% New 41,685 $1.9M
Macquarie Group Ltd. 0.00% Reduce -6.3% 41,163 $1.9M
Holocene Advisors, LP 0.00% Add +114.8% 40,530 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.3% 40,167 $1.8M
First National Corp. /Ma/ 0.35% Reduce -21.9% 38,366 $1.7M
BNP Paribas Financial Markets 0.00% Add +121.0% 37,000 $1.7M
Nia Impact Advisors, LLC 0.58% Reduce -0.8% 36,992 $1.7M
NorthCoast Asset Management LLC 0.01% Reduce -4.2% 36,810 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -7.3% 36,454 $1.7M
CoreCommodity Management, LLC 0.27% Reduce -9.6% 35,954 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.5% 35,590 $1.6M
MetLife Investment Management, LLC 0.01% Add +2.0% 35,498 $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 338 holders