SJW Institutional Ownership & Shareholders

SJW GROUP (SJW) is currently held by 330 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.58B 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 SJW tracked by InsiderSet, reporting ownership valued at approximately $431.86M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed SJW value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Atlas Infrastructure Partners (Uk) Ltd., Wellington Management Group Llp, and several other long-term asset managers with concentrated positions in SJW GROUP (SJW).

This page ranks the largest institutional SJW 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

330

Total Reported Value

$2.58B

Largest Holder

Blackrock, Inc.

Largest Position

$431.86M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

48

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.01%7,106,413$431,856,704———
Atlas Infrastructure Partners (Uk) Ltd.8.50%4,612,035$280,273,367———
Wellington Management Group Llp0.02%1,995,839$121,287,136———
Antipodes Partners Ltd1.96%1,759,602$106,931,014———
Vanguard Capital Management Llc0.00%1,574,377$95,674,890———
State Street Corp0.00%1,554,683$94,478,086———
Cerity Partners Llc0.10%1,307,227$79,440,159———
Vanguard Portfolio Management Llc0.00%1,263,898$76,807,081———
Soros Fund Management Llc1.00%1,254,368$76,227,943———
Victory Capital Management Inc0.04%1,168,734$71,023,965———
Geode Capital Management, Llc0.00%992,465$60,323,655———
Yaupon Capital Management Lp1.72%851,846$51,766,681———
Two Sigma Investments, Lp0.04%806,493$49,010,580———
Invesco Ltd.0.00%776,317$47,176,786———
Dimensional Fund Advisors Lp0.01%714,601$43,426,868———
Morgan Stanley0.00%589,652$35,833,239———
Legal & General Group Plc0.01%571,546$34,791,587———
Resolution Capital Ltd0.58%515,795$31,344,862———
Zimmer Partners, Lp0.74%513,500$31,205,395———
Barrow Hanley Mewhinney & Strauss Llc0.09%504,368$30,650,443———
Charles Schwab Investment Management Inc0.00%503,037$30,569,558———
Schroder Investment Management Group0.02%494,524$30,170,909———
First Trust Advisors Lp0.02%490,833$29,827,921———
Goldman Sachs Group Inc0.00%436,328$26,515,639———
Northern Trust Corp0.00%415,397$25,243,675———
Nuveen, Llc0.00%337,662$20,519,669———
Raymond James Financial Inc0.01%315,073$19,146,979———
Cohen & Steers, Inc.0.03%310,870$18,892,000———
Principal Financial Group Inc0.01%303,183$18,685,168———
Vanguard Fiduciary Trust Co0.00%253,621$15,412,548———
Mirova0.55%244,550$14,861,304———
Aqr Capital Management Llc0.00%215,916$13,121,239———
Bank Of New York Mellon Corp0.00%206,376$12,541,445———
Bw Gestao De Investimentos Ltda.0.27%185,806$11,291,431———
Hotchkis & Wiley Capital Management Llc0.03%183,553$11,154,516———
Bank Of America Corp0.00%176,992$10,755,803———
Duff & Phelps Investment Management Co0.10%175,972$10,693,818———
Ausbil Investment Management Ltd5.27%169,944$10,473,649———
Squarepoint Ops Llc0.02%170,129$10,338,739———
Ubs Group Ag0.00%168,194$10,221,150———
Proshare Advisors Llc0.01%162,836$10,035,583———
Gabelli Funds Llc0.06%162,779$9,892,080———
Nuance Investments, Llc1.60%154,446$9,385,686———
Assenagon Asset Management S.A.0.01%136,811$8,431,662———
State Of Wisconsin Investment Board0.02%135,656$8,243,815———
D. E. Shaw & Co., Inc.0.01%135,525$8,235,854———
Public Sector Pension Investment Board0.02%135,149$8,213,005———
Rokos Capital Management Llp0.10%135,116$8,209,648———
Vennlight Capital Management, Lp5.25%128,839$7,829,546———
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%131,696$7,726,604———
Showing 50 of 330

Frequently asked questions about SJW

  • Who are the largest institutional holders of SJW?

    The largest institutional holders of SJW reported in the latest SEC Form 13F filings include Blackrock, Inc., Atlas Infrastructure Partners (Uk) Ltd., Wellington Management Group Llp, Antipodes Partners Ltd, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported SJW position.

  • What is SJW institutional ownership?

    This page tracks SJW positions reported by institutional investment managers through SEC Form 13F. SJW GROUP (SJW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SJW?

    InsiderSet currently tracks 330 institutional managers reporting SJW 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 SJW shareholders.

  • How much SJW stock do institutions own?

    Institutional investment managers disclosed approximately $2.58B in SJW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SJW institutional ownership last updated?

    The latest SJW 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 SJW 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 SJW position after the reporting date.

  • Are institutions buying or selling SJW?

    Institutional buying and selling can be analyzed by comparing SJW positions across consecutive 13F reporting periods. InsiderSet's SJW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SJW ownership changes.

  • How has SJW institutional ownership changed over time?

    InsiderSet tracks SJW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.