Security record
CWT
California Water Service Group · Utilities · Regulated Water
99Tracked holders
-7Δ holders
37.54MShares held
$1.83BReported value
+6New positions
−13Exits
Momentum inputs (comparable managers):
holder breadth -6.6% ·
share flow +4.0% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 99 | -7 | 37.54M | $1.83B | +6 | −13 |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.76M | +4.3% | $523.25M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 2 | Amundi | 3.49M | +0.5% | $169.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | State Street Global Advisors ✦ (passive) | 3.27M | +5.3% | $158.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 2.69M | +0.9% | $130.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.56M | +5.4% | $75.68M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | First Trust Advisors Lp | 1.30M | -4.0% | $63.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 1.28M | -7.8% | $62.34M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 8 | Dimensional Fund Advisors Lp | 1.17M | +1.4% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Invesco Ltd. | 974.77K | -2.7% | $47.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 10 | Morgan Stanley ✦ | 948.11K | -15.2% | $46.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×12 |
| 11 | Legal & General Group Plc | 807.51K | +3.9% | $39.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Nomura Asset Management… | 747.22K | New | $36.35M | 0.1% | New | 1 | SEC ↗ |
| 13 | Charles Schwab Investment… | 725.29K | -0.4% | $35.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 708.76K | +11.2% | $34.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | AQR Capital Management ✦ | 681.79K | +301.7% | $33.17M | 0.0% | ▲ Add | 9 | SEC ↗ ×9 |
| 16 | Bank of New York Mellon Corp | 527.08K | +4.0% | $25.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 17 | Arrowstreet Capital ✦ | 365.46K | +41.7% | $17.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Victory Capital Management Inc | 331.13K | +3.1% | $16.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Principal Financial Group Inc | 289.29K | -0.1% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Raymond James Financial Inc | 283.59K | -3.7% | $13.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Nuveen, LLC | 274.43K | -35.5% | $13.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | American Century Companies Inc | 245.04K | -6.2% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 244.40K | +4.1% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 24 | Goldman Sachs Group ✦ | 197.12K | -30.6% | $9.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 25 | Citadel Advisors ✦ | 196.39K | +466.0% | $9.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 192.51K | +132.5% | $9.37M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 27 | UBS Group AG | 172.66K | -7.1% | $8.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | ProShare Advisors LLC | 162.73K | +7.0% | $7.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rhumbline Advisers | 158.34K | -9.2% | $7.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Federated Hermes, Inc. | 155.11K | +20.1% | $7.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Renaissance Technologies ✦ | 144.20K | +43.6% | $7.02M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 135.51K | -10.3% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 33 | Bank Of America Corp /De/ | 133.75K | +9.7% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Ameriprise Financial Inc | 130.51K | -4.1% | $6.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Mariner, LLC | 122.19K | -11.6% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Swiss National Bank | 119.70K | +1.9% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Millennium Management ✦ | 110.35K | +80.1% | $5.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 97.92K | +17.4% | $4.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 88.73K | -7.0% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 40 | Assenagon Asset Management S.A. | 84.74K | New | $4.12M | 0.0% | New | 1 | SEC ↗ ×2 |
| 41 | Wells Fargo & Company/Mn | 83.46K | +58.0% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Universal- Beteiligungs- und… | 73.44K | +21.9% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 68.22K | +0.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 44 | Alliancebernstein L.P. | 66.81K | +1.5% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Prudential Financial Inc | 62.26K | +1.1% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Nordea Investment Management Ab | 55.91K | New | $2.73M | 0.0% | New | 1 | SEC ↗ ×2 |
| 47 | Td Asset Management Inc | 55.19K | -4.9% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Storebrand Asset Management As | 51.05K | +3.8% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Mackenzie Financial Corp | 48.81K | +18.9% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Zurcher Kantonalbank (Zurich… | 47.92K | +2.0% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 46.06K | -2.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Focus Partners Wealth | 45.01K | +59.7% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Sei Investments Co | 41.17K | -22.1% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Fifth Third Bancorp | 40.35K | +35.0% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Cerity Partners LLC | 38.05K | +99.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Bnp Paribas Financial Markets | 35.73K | +58.9% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citigroup Inc | 35.11K | +153.5% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 58 | Voya Investment Management Llc | 34.60K | +3.5% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | New York State Common Retirement… | 32.94K | +7.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 32.50K | +528.7% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | Manufacturers Life Insurance… | 28.93K | +9.7% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Creative Planning | 27.43K | +50.4% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 26.05K | +149.4% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | HighTower Advisors, LLC | 26.23K | -5.8% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Mercer Global Advisors Inc /Adv | 24.36K | +92.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 24.09K | +8.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 67 | LPL Financial LLC | 23.27K | +1.6% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Quantinno Capital Management LP | 21.71K | +45.7% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Allspring Global Investments… | 20.04K | +3.5% | $982,614 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 19.50K | New | $948,626 | 0.0% | New | 1 | SEC ↗ |
| 71 | Captrust Financial Advisors | 17.14K | +55.2% | $834,015 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | State Board Of Administration Of… | 16.46K | 0.0% | $800,730 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Susquehanna International Group, Llp | 15.71K | -44.5% | $764,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | GAMCO Investors ✦ | 15.05K | New | $732,085 | 0.0% | New | 1 | SEC ↗ |
| 75 | Cetera Investment Advisers | 13.50K | -1.6% | $656,584 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Royal Bank Of Canada | 12.90K | +15.1% | $627,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 77 | Commonwealth Equity Services, Llc | 12.40K | -13.5% | $603,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Pictet Asset Management Holding SA | 11.18K | 0.0% | $544,102 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Barclays Plc | 11.13K | -77.5% | $541,620 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 80 | Daiwa Securities Group Inc. | 10.85K | +1.9% | $527,950 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 81 | Two Sigma Investments ✦ | 8.61K | -88.8% | $418,828 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 82 | Squarepoint Ops LLC | 8.53K | -82.6% | $414,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | State Of Wisconsin Investment Board | 8.01K | -70.0% | $389,784 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Osaic Holdings, Inc. | 7.20K | -0.2% | $350,347 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 85 | Canada Pension Plan Investment Board | 6.90K | -78.9% | $335,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | DZ BANK AG Deutsche Zentral… | 6.83K | 0.0% | $332,279 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 6.50K | -17.9% | $316,079 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 88 | Ensign Peak Advisors, Inc | 6.36K | -3.8% | $309,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Lazard Asset Management Llc | 5.63K | 0.0% | $273,900 | 0.0% | Held | 2 | SEC ↗ |
| 90 | Neuberger Berman Group LLC | 5.48K | -16.6% | $266,651 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Pnc Financial Services Group, Inc. | 5.26K | -2.5% | $255,899 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 92 | Corient Private Wealth LP | 5.13K | New | $249,610 | 0.0% | New | 1 | SEC ↗ |
| 93 | Us Bancorp \De\ | 4.68K | -23.7% | $227,682 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 94 | Rockefeller Capital Management L.P. | 4.66K | +238.0% | $226,911 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 95 | Stifel Financial Corp | 4.31K | -3.3% | $209,752 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 96 | BNP Paribas Asset Management… | 2.12K | -7.3% | $103,235 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 97 | Jones Financial Companies Lllp | 1.46K | -4.3% | $71,472 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Mitsubishi UFJ Asset Management… | 670 | 0.0% | $32,596 | 0.0% | Held | 3 | SEC ↗ |
| 99 | TD Waterhouse Canada Inc. | 60 | 0.0% | $2,944 | 0.0% | Held | 3 | 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% |
| Assenagon Asset Management… | $4.12M | 0.0% |
| Nordea Investment Management… | $2.73M | 0.0% |
| Mitsubishi UFJ Trust &… | $948,626 | 0.0% |
| GAMCO Investors | $732,085 | 0.0% |
| Corient Private Wealth LP | $249,610 | 0.0% |
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% |
| Allianz Asset Management GmbH | $2.67M | 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% |
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.
Frequently co-owned
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)
Sep 01
Snow Lester A
Director · 500 sh · $25,105
Aug 13
Krummel Thomas M
Director · 3.70K sh · $186,350
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Jul 22
SC 13G/A — Amundi
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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