CALIFORNIA WATER SERVICE GRP CWT
$50.23
+2.4% 52w: $41.67 – $50.23
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data41.6745.9550.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
337
+7 QoQ
13F value
$2.32B
+5.5% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$2.6M calls / — puts
Institutional value by quarter
Number of holders
Who owns CWT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 10.3M | $467.4M | 0.0% | -3.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.3M | $194.5M | 0.0% | — |
| Amundi | Diversified mechanical | 3.5M | $157.4M | 0.0% | +26.7% |
| T. Rowe Price Investment Management, Inc. | Long only active | 3.4M | $155.0M | 0.1% | -15.8% |
| STATE STREET CORP | Index provider | 3.1M | $140.7M | 0.0% | +2.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.7M | $120.8M | 0.0% | — |
| NUANCE INVESTMENTS, LLC ★3 | Fundamental concentrated | 1.6M | $72.7M | 10.1% | -12.1% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.5M | $66.9M | 0.0% | +3.8% |
| FMR LLC | Long only active | 1.4M | $63.0M | 0.0% | -22.6% |
| FIRST TRUST ADVISORS LP | Index provider | 1.4M | $61.4M | 0.0% | -1.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.2M | $52.5M | 0.0% | +0.4% |
| MORGAN STANLEY | Bank broker | 1.1M | $50.7M | 0.0% | +45.8% |
| Invesco Ltd. | Index provider | 1.0M | $45.4M | 0.0% | +5.0% |
| Legal & General Group Plc | Diversified mechanical | 777.5K | $35.3M | 0.0% | +1.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 728.5K | $33.0M | 0.0% | +2.5% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC ★2 | Fundamental diversified | 647.5K | $29.4M | 0.4% | -10.4% |
| NORTHERN TRUST CORP | Index provider | 637.3K | $28.9M | 0.0% | +4.2% |
| KBC Group NV | Diversified mechanical | 577.2K | $26.2M | 0.1% | +29.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 506.7K | $23.0M | 0.0% | +0.4% |
| Nuveen, LLC | Diversified mechanical | 425.1K | $19.3M | 0.0% | -3.4% |
| Triodos Investment Management BV ★2 | Fundamental diversified | 414.0K | $18.8M | 1.4% | Held |
| Beck Bode, LLC | Other | 411.7K | $18.7M | 3.2% | +6.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 386.4K | $17.5M | 0.0% | — |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 321.3K | $14.6M | 0.0% | +1.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 294.5K | $13.4M | 0.0% | +4.5% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 289.6K | $13.1M | 0.0% | +2.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 284.0K | $12.9M | 0.0% | +25.5% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 261.3K | $11.8M | 0.0% | +104.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 258.0K | $11.7M | 0.0% | +416.9% |
| MARSHALL WACE, LLP | Quant stat arb | 256.8K | $11.6M | 0.0% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 234.7K | $10.6M | 0.0% | 0.0% |
| Public Sector Pension Investment Board | Pension sovereign | 213.2K | $9.7M | 0.0% | +3.4% |
| Qube Research & Technologies Ltd | Quant stat arb | 186.9K | $8.5M | 0.0% | +1752.4% |
| UBS Group AG | Bank broker | 185.8K | $8.4M | 0.0% | -13.3% |
| RHUMBLINE ADVISERS | Diversified mechanical | 174.4K | $7.9M | 0.0% | +0.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 169.7K | $7.7M | 0.0% | +177.6% |
| JPMORGAN CHASE & CO | Bank broker | 151.1K | $7.0M | 0.0% | -33.1% |
| ProShare Advisors LLC | Index provider | 152.1K | $6.9M | 0.0% | +0.9% |
| Mariner, LLC | Diversified mechanical | 138.2K | $6.3M | 0.0% | +58.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 136.2K | $6.2M | 0.0% | -7.4% |
| Meiji Yasuda Asset Management Co Ltd. | Other | 134.1K | $6.1M | 0.3% | +58.2% |
| FEDERATED HERMES, INC. | Diversified mechanical | 129.2K | $5.9M | 0.0% | +5.9% |
| JANE STREET GROUP, LLC | Market maker | 123.3K | $5.6M | 0.0% | +184.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 121.9K | $5.5M | 0.0% | +23.0% |
| Swiss National Bank | Index provider | 117.5K | $5.3M | 0.0% | Held |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Diversified mechanical | 106.0K | $4.8M | 0.0% | -5.5% |
| MARTINGALE ASSET MANAGEMENT L P | Other | 104.0K | $4.7M | 0.1% | +27.7% |
| CRAWFORD INVESTMENT COUNSEL INC | Other | 103.0K | $4.7M | 0.1% | +12.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 100.4K | $4.6M | 0.0% | -10.3% |
| DEUTSCHE BANK AG\ | Bank broker | 95.4K | $4.3M | 0.0% | +9.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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