California Water Service GrpCWT

13F holders, Q4 2025 (December 31)
329holders −8
26new positions
39sold out
6famous investors
$43.33avg. 13F price*

At the end of Q4 2025, 329 institutions reported holding California Water Service Grp (CWT) in their 13F filings, down 8 from Q3 2025. 26 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($462.8M), Vanguard Group Inc. ($318.3M) and T. Rowe Price Investment Management, Inc. ($144.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions26$20.7M
Exits39$13.5M

All 13F filers, Q3 2025 → Q4 2025: 2,398,298 shares bought and 2,309,649 shares sold, net +88,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 329 holders

BlackRock, Inc. 0.01% Add +2.2% 10,681,351 $462.8M
Vanguard Group Inc. 0.00% Add +0.5% 7,346,457 $318.3M
T. Rowe Price Investment Management, Inc. 0.09% Add +1.1% 3,337,205 $144.6M
State Street Corp. 0.00% Reduce -2.3% 3,029,950 $131.3M
Amundi 0.04% Add +20.3% 2,738,993 $118.6M
Nuance Investments, LLC 8.71% Add +3.5% 1,825,390 $79.1M
FMR LLC 0.00% Add +28.0% 1,796,148 $77.8M
Geode Capital Management, LLC 0.00% Add +0.3% 1,420,950 $61.6M
First Trust Advisors LP 0.04% Reduce -2.6% 1,367,978 $59.3M
Dimensional Fund Advisors LP 0.01% Add +0.4% 1,153,931 $50.0M
Invesco Ltd. 0.00% Add +6.4% 954,234 $41.3M
Morgan Stanley 0.00% Reduce -4.4% 767,034 $33.2M
Legal & General Group Plc 0.01% Add +0.5% 763,847 $33.1M
CBRE Investment Management Listed Real Assets LLC 0.46% Reduce -1.1% 722,345 $31.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.1% 710,668 $30.8M
Northern Trust Corp. 0.00% Reduce -6.7% 611,552 $26.5M
Bank of New York Mellon Corp 0.00% Reduce -11.3% 504,836 $21.9M
KBC Group NV 0.04% No change 446,627 $19.4M
Nuveen, LLC 0.01% Add +12.5% 440,074 $19.1M
Triodos Investment Management BV 1.30% Reduce -16.0% 414,000 $18.0M
Beck Bode, LLC 2.80% Reduce -3.4% 388,418 $16.8M
Victory Capital Management Inc. 0.01% Add +17.7% 315,465 $13.7M
Principal Financial Group Inc. 0.01% Reduce -1.3% 284,023 $12.3M
Raymond James Financial Inc. 0.00% Reduce -5.5% 281,888 $12.2M
ExodusPoint Capital Management, LP 0.12% New 238,840 $10.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.0% 234,643 $10.2M
Goldman Sachs Group Inc. 0.00% Reduce -13.0% 226,290 $9.8M
JPMorgan Chase & Co. 0.00% Reduce -18.5% 225,886 $9.8M
UBS Group AG 0.00% Reduce -10.8% 214,279 $9.3M
Public Sector Pension Investment Board 0.03% Reduce -11.3% 206,197 $8.9M
Aptus Capital Advisors, LLC 0.07% Add +0.4% 179,202 $7.8M
Rhumbline Advisers 0.01% Reduce -8.4% 173,665 $7.5M
Citadel Advisors 0.01% Add +1143.8% 172,730 $7.5M
ProShare Advisors LLC 0.01% Add +0.7% 150,627 $6.5M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 147,110 $6.4M
Trexquant Investment LP 0.05% Add +102.7% 135,592 $5.9M
American Century Companies Inc. 0.00% Reduce -43.8% 128,016 $5.5M
Barclays PLC 0.00% Add +11.5% 122,521 $5.3M
Federated Hermes, Inc. 0.01% Add +21.4% 122,020 $5.3M
Swiss National Bank 0.00% Add +1.8% 117,500 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.4% 112,152 $4.9M
Renaissance Technologies 0.01% Reduce -62.8% 111,900 $4.8M
Bank of America Corp. 0.00% Reduce -33.7% 99,074 $4.3M
Wells Fargo & Company 0.00% Add +24.1% 98,602 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -27.3% 97,181 $4.2M
Crawford Investment Counsel Inc. 0.07% Add +2.2% 91,989 $4.0M
Millennium Management 0.00% Reduce -75.5% 90,157 $3.9M
Mariner, LLC 0.00% Reduce -9.0% 87,097 $3.8M
Deutsche Bank AG 0.00% Add +3.6% 86,990 $3.8M
Meiji Yasuda Asset Management Co Ltd. 0.18% Reduce -7.9% 84,799 $3.7M
Alliancebernstein L.P. 0.00% Reduce -41.0% 83,254 $3.6M
Northstar Asset Management Inc. 0.93% Reduce -21.9% 82,861 $3.6M
Martingale Asset Management L P 0.09% Reduce -1.4% 81,447 $3.5M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -3.9% 80,919 $3.5M
T. Rowe Price Associates Inc. 0.00% Reduce -50.9% 74,380 $3.2M
Prudential Financial Inc. 0.00% Reduce -16.2% 69,833 $3.0M
D. E. Shaw & Co. 0.00% Add +82.0% 66,191 $2.9M
Maryland State Retirement & Pension System 0.06% Add +1.1% 64,497 $2.8M
New York State Teachers Retirement System 0.01% Add +0.6% 63,002 $2.7M
AQR Capital Management 0.00% Reduce -46.4% 61,139 $2.6M
TD Asset Management Inc 0.00% Add +11.8% 58,038 $2.5M
Storebrand Asset Management As 0.01% No change 57,549 $2.5M
California State Teachers Retirement System 0.00% Reduce -0.1% 56,718 $2.5M
Midwest Trust Co 0.03% Reduce -1.4% 54,428 $2.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.08% — 54,407 $2.4M
Allianz Asset Management GmbH 0.00% Add +6.2% 53,544 $2.3M
Rodgers Brothers Inc. 0.27% Reduce -9.7% 52,175 $2.3M
Citigroup Inc. 0.00% Add +8.6% 52,051 $2.3M
Exchange Traded Concepts, LLC 0.02% Reduce -1.2% 51,375 $2.2M
Franklin Resources Inc. 0.00% Add +8.5% 50,393 $2.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -12.7% 49,909 $2.2M
Clear Harbor Asset Management, LLC 0.15% Reduce -2.6% 49,660 $2.2M
Magellan Asset Management Ltd 0.03% Add +5.9% 48,734 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +5.4% 47,930 $2.1M
Jane Street Group, LLC 0.00% Reduce -61.0% 43,384 $1.9M
Gabelli Funds LLC 0.01% No change 43,200 $1.9M
AlphaQuest LLC 0.10% Add +35.1% 43,190 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.2% 43,130 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -4.6% 42,607 $1.8M
Point72 Asset Management 0.00% New 40,192 $1.7M
SG Americas Securities, LLC 0.00% Reduce -11.3% 39,820 $1.7M
Bridge City Capital, LLC 0.49% Reduce -14.0% 38,576 $1.7M
Zimmer Partners, LP 0.04% New 38,500 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.4% 37,324 $1.6M
Nia Impact Advisors, LLC 0.54% Reduce -1.1% 37,216 $1.6M
XTX Topco Ltd 0.04% New 36,819 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +184.3% 35,631 $1.5M
CenterBook Partners LP 0.07% Add +66.5% 34,261 $1.5M
HRT Financial LP 0.00% Add +62.9% 34,201 $1.5M
State of Wisconsin Investment Board 0.00% Reduce -6.3% 33,894 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +7.4% 33,835 $1.5M
Macquarie Group Ltd. 0.01% Reduce -0.4% 33,632 $1.5M
Vontobel Holding Ltd. 0.00% Add +21.2% 33,616 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -3.1% 33,337 $1.4M
Canada Pension Plan Investment Board 0.00% Add +26.7% 32,700 $1.4M
State of Alaska, Department of Revenue 0.01% Add +1.2% 32,163 $1.4M
CoreCommodity Management, LLC 0.29% Add +23.9% 31,684 $1.4M
BNP Paribas Financial Markets 0.00% Reduce -41.1% 31,601 $1.4M
New York State Common Retirement Fund 0.00% No change 30,544 $1.3M
South Dakota Investment Council 0.02% Add +88.0% 29,915 $1.3M

"% 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 329 holders