SJW GROUP (SJW) Institutional Ownership Changes & 13F Activity

SJW GROUP (SJW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cohen & Steers, Inc., Invesco Ltd., Two Sigma Investments, Lp, Zimmer Partners, Lp, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+16,646—16,646$1.01MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-147-2.2%6,650$404.12KQ2 2026Sep 23, 2026
State Street CorpBuy+123,532+8.6%1,554,683$94.48MQ2 2026Sep 22, 2026
Anchor Investment Management, LlcBuy+54—54$3.28KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+769+5.0%16,020$973.53KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+20+12.4%181$11.00KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-389,877-93.7%26,234$1.59MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+17,851+115.5%33,311$2.02MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+14,081+45.7%44,868$2.73MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+179,910—179,910$10.93MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+4,423+57.6%12,106$735.68KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+10—10$610.00Q2 2026Aug 18, 2026
Public Employees Retirement System Of OhioSell-4,685-88.6%602$36.58KQ2 2026Aug 17, 2026
Cohen & Steers, Inc.Sell-1,297,094-80.7%310,870$18.89MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+776,317—776,317$47.18MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+556,161+222.2%806,493$49.01MQ2 2026Aug 14, 2026
Zimmer Partners, LpSell-487,500-48.7%513,500$31.21MQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+382,268+23.7%1,995,839$121.29MQ2 2026Aug 14, 2026
Millennium Management LlcSell-325,588-94.7%18,201$1.11MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+287,448+1040.5%315,073$19.15MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Sell-256,890-69.2%114,239$6.94MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+96,350+245.9%135,525$8.24MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+94,285+27.6%436,328$26.52MQ2 2026Aug 14, 2026
Sei Investments CoSell-89,432-77.1%26,511$1.61MQ2 2026Aug 14, 2026
Bank Of America CorpSell-87,895-33.2%176,992$10.76MQ2 2026Aug 14, 2026
Atlas Infrastructure Partners (Uk) Ltd.Buy+79,951+1.8%4,612,035$280.27MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+79,081—79,081$4.81MQ2 2026Aug 14, 2026
Exoduspoint Capital Management, LpBuy+65,863+1087.9%71,917$4.37MQ2 2026Aug 14, 2026
Squarepoint Ops LlcBuy+64,487+61.0%170,129$10.34MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+44,264+25.8%215,916$13.12MQ2 2026Aug 14, 2026
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Frequently asked questions about SJW activity

  • Which institutional owners are buying SJW?

    Institutional owners buying SJW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SJW activity?

    "Buy" means an investor increased their reported position in SJW compared to the prior reporting period. This reflects growing exposure to SJW GROUP (SJW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SJW increasing?

    Institutional interest in SJW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.