Who owns California Water Service Group (CWT)
Which tracked institutional funds hold CWT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CWT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
79 tracked funds added or opened CWT while 46 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CWT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CWT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 318 tracked filers holding CWT, 184 increased or opened the position and 157 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CWT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- ATLAS Infrastructure Partners (UK) Ltd.$97M
- ANTIPODES PARTNERS Ltd$37M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$36M
- PANAGORA ASSET MANAGEMENT INC$7M
- Sagefield Capital LP$4M
- IEQ CAPITAL, LLC$3M
Full exits 26
- Amundi$157M
- T. Rowe Price Investment Management, Inc.$155M
- NORGES BANK$33M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$29M
- KBC Group NV$26M
- MARSHALL WACE, LLP$12M
Largest adds
- BlackRock, Inc.$231M
- AQR CAPITAL MANAGEMENT LLC$26M
- VANGUARD PORTFOLIO MANAGEMENT LLC$19M
- STATE STREET CORP$18M
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- GEODE CAPITAL MANAGEMENT, LLC$9M
Largest trims
- NUANCE INVESTMENTS, LLC$19M
- Nuveen, LLC$6M
- MORGAN STANLEY$5M
- GOLDMAN SACHS GROUP INC$3M
- TWO SIGMA INVESTMENTS, LP$3M
- EverSource Wealth Advisors, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,755,498 | $523M | 23.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,379,671 | $213M | 9.6% | 2026-Q2 |
| STATE STREET CORP added | 3,266,850 | $159M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,690,663 | $131M | 5.9% | 2026-Q2 |
| ATLAS Infrastructure Partners (UK) Ltd. new | 1,984,605 | $97M | 4.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,555,391 | $76M | 3.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,300,055 | $63M | 2.8% | 2026-Q2 |
| FMR LLC trimmed | 1,281,406 | $62M | 2.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,174,914 | $57M | 2.6% | 2026-Q2 |
| NUANCE INVESTMENTS, LLC trimmed | 1,096,077 | $53M | 2.4% | 2026-Q2 |
| Invesco Ltd. added | 974,775 | $47M | 2.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 948,112 | $46M | 2.1% | 2026-Q2 |
| Legal & General Group Plc added | 807,510 | $39M | 1.8% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd new | 753,386 | $37M | 1.6% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 747,216 | $36M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 725,290 | $35M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 708,763 | $34M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 681,791 | $33M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 527,076 | $26M | 1.2% | 2026-Q2 |
| Triodos Investment Management BV added | 493,000 | $24M | 1.1% | 2026-Q2 |
| Beck Bode, LLC added | 426,692 | $21M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 397,640 | $19M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 365,464 | $18M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 331,132 | $16M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 289,290 | $14M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 283,593 | $14M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 274,427 | $13M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 245,038 | $12M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 244,401 | $12M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 205,645 | $10M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 197,125 | $10M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 196,394 | $10M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 192,514 | $9M | 0.4% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 183,197 | $9M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 172,659 | $8M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC added | 162,729 | $8M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 158,336 | $8M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 155,114 | $8M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC new | 152,982 | $7M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 144,200 | $7M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC added | 141,088 | $7M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 135,513 | $7M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 133,752 | $7M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 130,513 | $6M | 0.3% | 2026-Q2 |
| Meiji Yasuda Asset Management Co Ltd. trimmed | 123,523 | $6M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 122,186 | $6M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 119,700 | $6M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 119,479 | $6M | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 114,662 | $6M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 110,352 | $5M | 0.2% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 101,589 | $5M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 97,918 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 95,623 | $5M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 88,732 | $4M | 0.2% | 2026-Q2 |
| Sagefield Capital LP new | 86,243 | $4M | 0.2% | 2026-Q2 |
| NIA IMPACT ADVISORS, LLC added | 85,841 | $4M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 83,459 | $4M | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 78,417 | $4M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 73,443 | $4M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 68,217 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 66,805 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 65,931 | $3M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 64,872 | $3M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 63,767 | $3M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 63,323 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 62,648 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 62,258 | $3M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd | 61,416 | $3M | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 59,973 | $3M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 58,946 | $3M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB new | 55,906 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 55,723 | $3M | 0.1% | 2026-Q2 |
| TD Asset Management Inc trimmed | 55,194 | $3M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 55,000 | $3M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 54,088 | $3M | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 52,002 | $3M | 0.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 51,638 | $3M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 51,054 | $2M | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC trimmed | 49,211 | $2M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 48,813 | $2M | 0.1% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT INC trimmed | 48,193 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 47,918 | $2M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD trimmed | 46,609 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 46,062 | $2M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 45,697 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 45,014 | $2M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 44,898 | $2M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 42,371 | $2M | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC added | 42,138 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 41,171 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 40,353 | $2M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 40,289 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 38,046 | $2M | 0.1% | 2026-Q2 |
| Bridge City Capital, LLC trimmed | 37,553 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 35,731 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 35,383 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 35,113 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 34,602 | $2M | 0.1% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed | 33,501 | $2M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 32,944 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.