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Security record · archived quarter

CWT

California Water Service Group · Utilities · Regulated Water

46.14 +0.2% mkt cap $2.85B quote delayed (FMP) · as of Oct 13 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
109Tracked holders
+1Δ holders
39.49MShares held
$1.71BReported value
+2New positions
−0Exits
Stable Conviction score 48/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.9% · share flow -0.4% · net new positions +1.8% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 97 -7 34.03M $1.66B +6 −15
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 10.68M +2.2% $462.82M 0.0% ▲ Add 3 SEC ↗ ×15
2 The Vanguard Group ✦ (passive) 7.35M +0.5% $318.32M 0.0% ▲ Add 3 SEC ↗ ×5
3 State Street Global Advisors ✦ (passive) 3.03M -2.3% $131.29M 0.0% ▼ Trim 5 SEC ↗
4 Amundi 2.74M — $118.63M 0.0% n/c 1 SEC ↗ ×4
5 Fidelity (FMR) ✦ 1.80M +28.0% $77.83M 0.0% ▲ Add 3 SEC ↗ ×3
6 Geode Capital Management ✦ (passive) 1.42M +0.3% $61.58M 0.0% ▲ Add 7 SEC ↗ ×2
7 First Trust Advisors Lp 1.37M — $59.27M 0.0% n/c 1 SEC ↗ ×2
8 Dimensional Fund Advisors Lp 1.15M — $50.00M 0.0% n/c 1 SEC ↗ ×5
9 Invesco Ltd. 954.23K — $41.35M 0.0% n/c 1 SEC ↗ ×6
10 Morgan Stanley ✦ 767.03K -4.4% $33.24M 0.0% ▼ Trim 2 SEC ↗ ×12
11 Legal & General Group Plc 763.85K — $33.10M 0.0% n/c 1 SEC ↗ ×3
12 Charles Schwab Investment… 710.67K — $30.79M 0.0% n/c 1 SEC ↗
13 Northern Trust Corp 611.55K — $26.50M 0.0% n/c 1 SEC ↗ ×7
14 Bank of New York Mellon Corp 504.84K — $21.87M 0.0% n/c 1 SEC ↗ ×8
15 Nuveen, LLC 440.07K — $19.07M 0.0% n/c 1 SEC ↗ ×3
16 Victory Capital Management Inc 315.46K — $13.67M 0.0% n/c 1 SEC ↗
17 Principal Financial Group Inc 284.02K — $12.31M 0.0% n/c 1 SEC ↗ ×2
18 Raymond James Financial Inc 281.89K — $12.21M 0.0% n/c 1 SEC ↗ ×2
19 UBS AM, a distinct business unit of… 234.64K — $10.17M 0.0% n/c 1 SEC ↗ ×10
20 Goldman Sachs Group ✦ 226.29K -13.0% $9.81M 0.0% ▼ Trim 2 SEC ↗ ×2
21 JPMorgan Chase ✦ 225.89K -59.3% $9.79M 0.0% ▼ Trim 2 SEC ↗ ×9
22 UBS Group AG 214.28K — $9.28M 0.0% n/c 1 SEC ↗ ×3
23 Rhumbline Advisers 173.66K — $7.52M 0.0% n/c 1 SEC ↗
24 Citadel Advisors ✦ 172.73K +1143.8% $7.48M 0.0% ▲ Add 6 SEC ↗ ×2
25 ProShare Advisors LLC 150.63K — $6.53M 0.0% n/c 1 SEC ↗
26 Ameriprise Financial Inc 147.11K — $6.37M 0.0% n/c 1 SEC ↗ ×2
27 American Century Companies Inc 128.02K — $5.55M 0.0% n/c 1 SEC ↗
28 Barclays Plc 122.52K — $5.31M 0.0% n/c 1 SEC ↗ ×2
29 Federated Hermes, Inc. 122.02K — $5.29M 0.0% n/c 1 SEC ↗ ×2
30 Swiss National Bank 117.50K — $5.09M 0.0% n/c 1 SEC ↗
31 Renaissance Technologies ✦ 111.90K -62.8% $4.85M 0.0% ▼ Trim 5 SEC ↗
32 Bank Of America Corp /De/ 99.07K — $4.29M 0.0% n/c 1 SEC ↗ ×6
33 Wells Fargo & Company/Mn 98.60K — $4.27M 0.0% n/c 1 SEC ↗ ×4
34 Millennium Management ✦ 90.16K -75.5% $3.91M 0.0% ▼ Trim 3 SEC ↗
35 Mariner, LLC 87.10K — $3.77M 0.0% n/c 1 SEC ↗
36 Deutsche Bank Ag\ 86.99K — $3.77M 0.0% n/c 1 SEC ↗ ×4
37 Alliancebernstein L.P. 83.25K — $3.61M 0.0% n/c 1 SEC ↗
38 T. Rowe Price ✦ 74.38K -50.9% $3.22M 0.0% ▼ Trim 7 SEC ↗
39 Prudential Financial Inc 69.83K — $3.04M 0.0% n/c 1 SEC ↗
40 D. E. Shaw & Co. ✦ 66.19K +82.0% $2.87M 0.0% ▲ Add 7 SEC ↗
41 AQR Capital Management ✦ 61.14K -46.4% $2.65M 0.0% ▼ Trim 7 SEC ↗ ×6
42 Td Asset Management Inc 58.04K — $2.51M 0.0% n/c 1 SEC ↗
43 Storebrand Asset Management As 57.55K — $2.49M 0.0% n/c 1 SEC ↗
44 California State Teachers… 56.72K — $2.46M 0.0% n/c 1 SEC ↗
45 Allianz Asset Management GmbH 53.54K — $2.32M 0.0% n/c 1 SEC ↗ ×2
46 Citigroup Inc 52.05K — $2.26M 0.0% n/c 1 SEC ↗ ×4
47 Franklin Resources Inc 50.39K — $2.18M 0.0% n/c 1 SEC ↗ ×5
48 Arrowstreet Capital ✦ 49.91K -12.7% $2.16M 0.0% ▼ Trim 4 SEC ↗
49 Jane Street Group, Llc 43.38K — $1.88M 0.0% n/c 1 SEC ↗ ×2
50 MIRAE ASSET GLOBAL ETFS HOLDINGS… 43.13K — $1.87M 0.0% n/c 1 SEC ↗
51 Point72 Asset Management ✦ 40.19K New $1.74M 0.0% New 1 SEC ↗
52 Zurcher Kantonalbank (Zurich… 37.32K — $1.62M 0.0% n/c 1 SEC ↗
53 Universal- Beteiligungs- und… 35.63K — $1.55M 0.0% n/c 1 SEC ↗
54 Hrt Financial Lp 34.20K — $1.48M 0.0% n/c 1 SEC ↗
55 State Of Wisconsin Investment Board 33.89K — $1.47M 0.0% n/c 1 SEC ↗
56 Canada Pension Plan Investment Board 32.70K — $1.42M 0.0% n/c 1 SEC ↗
57 Bnp Paribas Financial Markets 31.60K — $1.37M 0.0% n/c 1 SEC ↗
58 New York State Common Retirement… 30.54K — $1.32M 0.0% n/c 1 SEC ↗
59 Manufacturers Life Insurance… 27.31K — $1.18M 0.0% n/c 1 SEC ↗
60 Balyasny Asset Management L.P. 26.76K — $1.16M 0.0% n/c 1 SEC ↗
61 Hsbc Holdings Plc 26.60K — $1.15M 0.0% n/c 1 SEC ↗ ×2
62 Focus Partners Wealth 26.36K — $1.14M 0.0% n/c 1 SEC ↗
63 Janus Henderson Group Plc 25.87K — $1.12M 0.0% n/c 1 SEC ↗
64 HighTower Advisors, LLC 25.30K — $1.10M 0.0% n/c 1 SEC ↗
65 Voya Investment Management Llc 23.70K — $1.03M 0.0% n/c 1 SEC ↗ ×2
66 Sei Investments Co 23.09K — $1.00M 0.0% n/c 1 SEC ↗ ×2
67 Two Sigma Investments ✦ 23.08K +13.2% $999,883 0.0% ▲ Add 3 SEC ↗
68 Norges Bank ✦ (passive) 22.11K New $958,200 0.0% New 1 SEC ↗
69 LPL Financial LLC 21.98K — $952,320 0.0% n/c 1 SEC ↗
70 Bank Of Montreal /Can/ 21.74K — $941,951 0.0% n/c 1 SEC ↗ ×3
71 Healthcare Of Ontario Pension Plan… 21.69K — $939,698 0.0% n/c 1 SEC ↗
72 Cerity Partners LLC 17.74K — $768,573 0.0% n/c 1 SEC ↗ ×3
73 Allspring Global Investments… 17.36K — $752,035 0.0% n/c 1 SEC ↗
74 State Board Of Administration Of… 16.46K — $713,168 0.0% n/c 1 SEC ↗
75 Mackenzie Financial Corp 15.63K — $679,833 0.0% n/c 1 SEC ↗
76 Commonwealth Equity Services, Llc 13.73K — $594,870 0.0% n/c 1 SEC ↗
77 Quantinno Capital Management LP 13.15K — $570,023 0.0% n/c 1 SEC ↗
78 Royal Bank Of Canada 13.15K — $570,000 0.0% n/c 1 SEC ↗ ×5
79 Tidal Investments LLC 13.11K — $568,230 0.0% n/c 1 SEC ↗ ×2
80 Mercer Global Advisors Inc /Adv 13.09K — $567,255 0.0% n/c 1 SEC ↗
81 Holocene Advisors, LP 13.05K — $565,586 0.0% n/c 1 SEC ↗
82 Creative Planning 12.96K — $561,649 0.0% n/c 1 SEC ↗
83 Cetera Investment Advisers 12.95K — $561,266 0.0% n/c 1 SEC ↗
84 Stifel Financial Corp 11.80K — $511,170 0.0% n/c 1 SEC ↗ ×4
85 Daiwa Securities Group Inc. 11.02K — $477,000 0.0% n/c 1 SEC ↗ ×2
86 Qube Research & Technologies Ltd 10.09K — $437,243 0.0% n/c 1 SEC ↗
87 Pictet Asset Management Holding SA 10.02K — $434,123 0.0% n/c 1 SEC ↗
88 Wealth Enhancement Advisory… 9.95K — $431,139 0.0% n/c 1 SEC ↗
89 Captrust Financial Advisors 9.38K — $406,394 0.0% n/c 1 SEC ↗
90 Corient Private Wealth LP 9.12K — $395,191 0.0% n/c 1 SEC ↗
91 Baird Financial Group, Inc. 7.42K — $321,638 0.0% n/c 1 SEC ↗ ×2
92 DZ BANK AG Deutsche Zentral… 6.83K — $295,944 0.0% n/c 1 SEC ↗
93 Us Bancorp \De\ 5.93K — $256,774 0.0% n/c 1 SEC ↗ ×2
94 Osaic Holdings, Inc. 5.88K — $254,901 0.0% n/c 1 SEC ↗ ×2
95 Cwm, Llc 5.83K — $252,000 0.0% n/c 1 SEC ↗
96 Russell Investments Group, Ltd. 5.36K — $232,149 0.0% n/c 1 SEC ↗ ×2
97 Pnc Financial Services Group, Inc. 4.94K — $214,094 0.0% n/c 1 SEC ↗ ×4
98 Ensign Peak Advisors, Inc 4.91K — $212,924 0.0% n/c 1 SEC ↗
99 Susquehanna International Group, Llp 4.68K — $202,958 0.0% n/c 1 SEC ↗
100 BNP Paribas Asset Management… 1.90K — $82,000 0.0% n/c 1 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $1.74M 0.0%
Norges Bank $958,200 0.0%

Exited

No tracked exits this quarter.

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)

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

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: Q4 2025 · Methodology · Get this via the API