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Security record

CWT

California Water Service Group · Utilities · Regulated Water

50.61 -0.5% mkt cap $3.13B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
100Tracked holders
-6Δ holders
37.60MShares held
$1.83BReported value
+6New positions
−12Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

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

Beneficial ownership
Jul 22 SC 13G/A — Amundi

View original SEC filing ↗

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 · Get this via the API