CWT
California Water Service Group · Utilities · Regulated Water
Momentum inputs (comparable managers):
holder breadth -5.7% ·
share flow +4.2% ·
net new positions -6.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | -6 | 37.60M | $1.83B | +6 | −12 |
| Q1 2026 | 109 | +1 | 36.19M | $1.64B | +7 | −7 |
| Q4 2025 | 109 | +1 | 39.49M | $1.71B | +2 | — |
| Q3 2025 | 16 | -1 | 26.36M | $1.21B | — | −2 |
| Q2 2025 | 15 | +2 | 24.84M | $1.13B | +3 | −1 |
| Q1 2025 | 10 | 0 | 5.85M | $283.54M | +1 | −1 |
| Q4 2024 | 10 | +1 | 6.00M | $272.11M | +1 | — |
| Q3 2024 | 8 | -1 | 2.59M | $140.66M | +1 | −2 |
| Q2 2024 | 9 | — | 2.31M | $112.22M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Amundi | 3.49M | +0.5% | $169.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Amundi | 3.49M | +0.5% | $169.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Amundi | 3.49M | +0.5% | $169.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 3.27M | +5.3% | $158.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Vanguard Capital Management Llc | 2.69M | +0.9% | $130.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 1.56M | +5.4% | $75.68M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 1.56M | +5.4% | $75.68M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | First Trust Advisors Lp | 1.30M | -4.0% | $63.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | First Trust Advisors Lp | 1.30M | -4.0% | $63.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.28M | -7.8% | $62.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.28M | -7.8% | $62.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.28M | -7.8% | $62.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 1.17M | +1.4% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 1.17M | +1.4% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 1.17M | +1.4% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 1.17M | +1.4% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 1.17M | +1.4% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 974.77K | -2.7% | $47.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 974.77K | -2.7% | $47.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 974.77K | -2.7% | $47.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 974.77K | -2.7% | $47.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 974.77K | -2.7% | $47.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Invesco Ltd. | 974.77K | -2.7% | $47.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | Legal & General Group Plc | 807.51K | +3.9% | $39.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Legal & General Group Plc | 807.51K | +3.9% | $39.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Legal & General Group Plc | 807.51K | +3.9% | $39.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Nomura Asset Management… | 747.22K | New | $36.35M | 0.1% | New | 1 | SEC ↗ |
| 55 | Charles Schwab Investment… | 725.29K | -0.4% | $35.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Arrowstreet Capital ✦ | 365.46K | +41.7% | $17.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 81 | Victory Capital Management Inc | 331.13K | +3.1% | $16.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Principal Financial Group Inc | 289.29K | -0.1% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Principal Financial Group Inc | 289.29K | -0.1% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Raymond James Financial Inc | 283.59K | -3.7% | $13.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Raymond James Financial Inc | 283.59K | -3.7% | $13.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Nuveen, LLC | 274.43K | -35.5% | $13.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Nuveen, LLC | 274.43K | -35.5% | $13.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Nuveen, LLC | 274.43K | -35.5% | $13.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | American Century Companies Inc | 245.04K | -6.2% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Goldman Sachs Group ✦ | 197.12K | -30.6% | $9.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Asset Management… | $36.35M | 0.1% |
Exited
| Marshall Wace | $11.64M | was 0.0% |
| Qube Research & Technologies… | $8.48M | was 0.0% |
| Jane Street Group, Llc | $5.59M | was 0.0% |
| Hrt Financial Lp | $1.96M | was 0.0% |
| Healthcare Of Ontario Pension… | $746,840 | was 0.0% |
| Tidal Investments LLC | $608,599 | was 0.0% |
| Connor, Clark & Lunn… | $377,002 | was 0.0% |
| Holocene Advisors, LP | $289,088 | was 0.0% |
| Bridgewater Associates | $261,657 | was 0.0% |
| Nomura Asset Management Co Ltd | $20,403 | was 0.0% |
| Simplex Trading, Llc | $14,780 | was 0.0% |
| Northwestern Mutual Wealth… | $816 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 334 holders, 51.13M shares, $2.11B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 3.70K sh · $186,350
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology