CWT Institutional Ownership & Shareholders
CALIFORNIA WATER SERVICE GRP (CWT) is currently held by 333 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.49B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CWT tracked by InsiderSet, reporting ownership valued at approximately $523.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $532.18M, representing an estimated gain of +1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed CWT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, T. Rowe Price Investment Management, Inc., and several other long-term asset managers with concentrated positions in CALIFORNIA WATER SERVICE GRP (CWT).
This page ranks the largest institutional CWT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
333
Total Reported Value
$2.49B
Largest Holder
Blackrock, Inc.
Largest Position
$523.25M
Insider Transactions (90d)
28
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 10,755,498 | $523,254,984 | $532,182,041 | +$8,927,057 | +1.71% | |
| Vanguard Portfolio Management Llc | 0.01% | 4,379,671 | $213,070,994 | $216,706,121 | +$3,635,127 | +1.71% | |
| T. Rowe Price Investment Management, Inc. | 0.11% | 3,517,105 | $171,108,000 | $174,026,355 | +$2,918,355 | +1.71% | |
| State Street Corp | 0.00% | 3,266,850 | $158,932,253 | $161,643,738 | +$2,711,485 | +1.71% | |
| Vanguard Capital Management Llc | 0.00% | 2,690,663 | $130,900,755 | $133,134,005 | +$2,233,250 | +1.71% | |
| Atlas Infrastructure Partners (Uk) Ltd. | 2.93% | 1,984,605 | $96,551,033 | $98,198,255 | +$1,647,222 | +1.71% | |
| Geode Capital Management, Llc | 0.00% | 1,555,391 | $75,684,197 | $76,960,747 | +$1,276,550 | +1.69% | |
| First Trust Advisors Lp | 0.04% | 1,300,055 | $63,247,654 | $64,326,721 | +$1,079,067 | +1.71% | |
| Fmr Llc | 0.00% | 1,281,406 | $62,340,381 | $63,403,969 | +$1,063,588 | +1.71% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,174,914 | $57,160,432 | $58,134,745 | +$974,313 | +1.70% | |
| Nuance Investments, Llc | 9.07% | 1,096,077 | $53,324,128 | $54,233,890 | +$909,762 | +1.71% | |
| Invesco Ltd. | 0.00% | 974,775 | $47,422,803 | $48,231,867 | +$809,064 | +1.71% | |
| Morgan Stanley | 0.00% | 948,112 | $46,125,751 | $46,912,582 | +$786,831 | +1.71% | |
| Legal & General Group Plc | 0.01% | 807,510 | $39,285,362 | $39,955,595 | +$670,233 | +1.71% | |
| Antipodes Partners Ltd | 0.67% | 753,386 | $36,652,229 | $37,277,539 | +$625,310 | +1.71% | |
| Nomura Asset Management International Inc. | 0.05% | 747,216 | $36,352,000 | $36,972,248 | +$620,248 | +1.71% | |
| Charles Schwab Investment Management Inc | 0.00% | 725,290 | $35,285,359 | $35,887,349 | +$601,990 | +1.71% | |
| Northern Trust Corp | 0.00% | 708,763 | $34,481,320 | $35,069,593 | +$588,273 | +1.71% | |
| Aqr Capital Management Llc | 0.01% | 681,791 | $33,169,137 | $33,735,019 | +$565,882 | +1.71% | |
| Bank Of New York Mellon Corp | 0.00% | 527,076 | $25,642,226 | $26,079,720 | +$437,494 | +1.71% | |
| Triodos Investment Management Bv | 1.46% | 493,000 | $23,984,450 | $24,393,640 | +$409,190 | +1.71% | |
| Beck Bode, Llc | 3.14% | 426,692 | $20,758,546 | $21,112,720 | +$354,174 | +1.71% | |
| Vanguard Fiduciary Trust Co | 0.00% | 397,640 | $19,345,186 | $19,675,227 | +$330,041 | +1.71% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 365,464 | $17,779,824 | $18,083,159 | +$303,335 | +1.71% | |
| Victory Capital Management Inc | 0.01% | 331,132 | $16,109,572 | $16,384,411 | +$274,839 | +1.71% | |
| Banque Cantonale Vaudoise | 0.00% | 303 | $15,000,000 | $14,992 | -$14,985,008 | -99.90% | |
| Raymond James Financial Inc | 0.00% | 283,593 | $13,796,801 | $14,032,182 | +$235,381 | +1.71% | |
| Principal Financial Group Inc | 0.01% | 295,584 | $13,676,672 | $14,625,496 | +$948,824 | +6.94% | |
| Nuveen, Llc | 0.00% | 274,427 | $13,350,861 | $13,578,648 | +$227,787 | +1.71% | |
| American Century Companies Inc | 0.01% | 245,038 | $11,921,099 | $12,124,480 | +$203,381 | +1.71% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 234,733 | $10,642,795 | $11,614,589 | +$971,794 | +9.13% | |
| Public Sector Pension Investment Board | 0.03% | 205,645 | $10,004,629 | $10,175,315 | +$170,686 | +1.71% | |
| Proshare Advisors Llc | 0.01% | 207,828 | $9,616,202 | $10,283,329 | +$667,127 | +6.94% | |
| Goldman Sachs Group Inc | 0.00% | 197,125 | $9,590,121 | $9,753,745 | +$163,624 | +1.71% | |
| Citadel Advisors Llc | 0.01% | 196,394 | $9,554,568 | $9,717,575 | +$163,007 | +1.71% | |
| D. E. Shaw & Co., Inc. | 0.01% | 192,514 | $9,365,806 | $9,525,593 | +$159,787 | +1.71% | |
| Duff & Phelps Investment Management Co | 0.08% | 183,197 | $8,912,534 | $9,064,588 | +$152,054 | +1.71% | |
| Ubs Group Ag | 0.00% | 172,659 | $8,399,861 | $8,543,167 | +$143,306 | +1.71% | |
| Rhumbline Advisers | 0.01% | 158,336 | $7,703,024 | $7,834,465 | +$131,441 | +1.71% | |
| Federated Hermes, Inc. | 0.01% | 155,114 | $7,546,296 | $7,675,041 | +$128,745 | +1.71% | |
| Panagora Asset Management Inc | 0.02% | 152,982 | $7,442,574 | $7,569,549 | +$126,975 | +1.71% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 144,200 | $7,015,330 | $7,135,016 | +$119,686 | +1.71% |
| Gabelli Funds Llc | 0.04% | 141,088 | $6,863,931 | $6,981,034 | +$117,103 | +1.71% | |
| Jpmorgan Chase & Co | 0.00% | 135,513 | $6,763,344 | $6,705,183 | -$58,161 | -0.86% | |
| Bank Of America Corp | 0.00% | 133,752 | $6,507,021 | $6,618,049 | +$111,028 | +1.71% | |
| Ameriprise Financial Inc | 0.00% | 130,513 | $6,349,473 | $6,457,783 | +$108,310 | +1.71% | |
| Meiji Yasuda Asset Management Co Ltd. | 0.27% | 123,523 | $6,009,394 | $6,111,918 | +$102,524 | +1.71% | |
| Mariner, Llc | 0.01% | 122,186 | $5,944,382 | $6,045,763 | +$101,381 | +1.71% | |
| Swiss National Bank | 0.00% | 119,700 | $5,823,405 | $5,922,756 | +$99,351 | +1.71% | |
| Trexquant Investment Lp | 0.04% | 119,479 | $5,812,653 | $5,911,821 | +$99,168 | +1.71% |
Frequently asked questions about CWT
Who are the largest institutional holders of CWT?
The largest institutional holders of CWT reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, T. Rowe Price Investment Management, Inc., State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported CWT position.
What is CWT institutional ownership?
This page tracks CWT positions reported by institutional investment managers through SEC Form 13F. CALIFORNIA WATER SERVICE GRP (CWT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CWT?
InsiderSet currently tracks 333 institutional managers reporting CWT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CWT shareholders.
How much CWT stock do institutions own?
Institutional investment managers disclosed approximately $2.49B in CWT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CWT institutional ownership last updated?
The latest CWT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CWT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CWT position after the reporting date.
Are institutions buying or selling CWT?
Institutional buying and selling can be analyzed by comparing CWT positions across consecutive 13F reporting periods. InsiderSet's CWT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CWT ownership changes.
How has CWT institutional ownership changed over time?
InsiderSet tracks CWT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.