CALIFORNIA WTR SVC GROUP (CWT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
324
Reporting holders
$2.5B
Reported value
83.9%
Of shares outstanding
0.0%
Held as options
+10
Holder change
Institutions report 51,897,594 shares against 61,839,101 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $523.3M | 10,755,498 | 0.01% | 8q | +4.3%+$21.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $213.1M | 4,379,671 | 0.01% | 2q | +2.1%+$4.4M |
| Amundi | $169.7M | 3,486,859 | 0.04% | 18q | HELD |
| STATE STREET CORP | $158.9M | 3,266,850 | 0.00% | 31q | +5.3%+$8.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $130.9M | 2,690,663 | 0.00% | 2q | +1.0%+$1.2M |
| ATLAS Infrastructure Partners (UK) Ltd. | $96.6M | 1,984,605 | 2.93% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $75.7M | 1,555,391 | 0.00% | 31q | +5.4%+$3.9M |
| FIRST TRUST ADVISORS LP | $63.2M | 1,300,055 | 0.04% | 31q | -4.0%-$2.6M |
| FMR LLC | $62.3M | 1,281,406 | 0.00% | 31q | -7.8%-$5.3M |
| DIMENSIONAL FUND ADVISORS LP | $57.2M | 1,174,914 | 0.01% | 31q | +1.4%+$805.4K |
| NUANCE INVESTMENTS, LLC | $53.3M | 1,096,077 | 9.07% | 27q | -31.7%-$24.7M |
| Invesco Ltd. | $47.4M | 974,775 | 0.00% | 31q | -2.7%-$1.3M |
| MORGAN STANLEY | $46.1M | 948,112 | 0.00% | 35q | -15.2%-$8.3M |
| Legal & General Group Plc | $39.3M | 807,510 | 0.01% | 31q | +3.9%+$1.5M |
| ANTIPODES PARTNERS Ltd | $36.7M | 753,386 | 0.67% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $36.4M | 747,216 | 0.05% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.3M | 725,290 | 0.00% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $35.3M | 725,290 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $34.5M | 708,763 | 0.00% | 31q | +11.2%+$3.5M |
| AQR CAPITAL MANAGEMENT LLC | $33.2M | 681,791 | 0.01% | 9q | +301.7%+$24.9M |
| Bank of New York Mellon Corp | $25.6M | 527,076 | 0.00% | 31q | +4.0%+$991.2K |
| Triodos Investment Management BV | $24.0M | 493,000 | 1.46% | 10q | +19.1%+$3.8M |
| Beck Bode, LLC | $20.8M | 426,692 | 3.14% | 6q | +3.6%+$728.7K |
| Public Sector Pension Investment Board | $20.0M | 411,290 | 0.03% | 31q | +92.9%+$9.6M |
| VANGUARD FIDUCIARY TRUST CO | $19.3M | 397,640 | 0.00% | 2q | +2.9%+$546.2K |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $17.8M | 366,394 | 0.08% | 2q | +115.2%+$9.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $17.8M | 365,464 | 0.01% | 6q | +41.7%+$5.2M |
| VICTORY CAPITAL MANAGEMENT INC | $16.1M | 331,132 | 0.01% | 28q | +3.1%+$477.6K |
| PRINCIPAL FINANCIAL GROUP INC | $14.1M | 289,290 | 0.01% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $13.8M | 283,593 | 0.00% | 7q | -3.7%-$531.5K |
| Nuveen, LLC | $13.4M | 274,427 | 0.00% | 6q | -35.4%-$7.3M |
| AMERICAN CENTURY COMPANIES INC | $11.9M | 245,038 | 0.01% | 10q | -6.2%-$789.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.9M | 244,401 | 0.00% | 31q | +4.1%+$470.3K |
| GOLDMAN SACHS GROUP INC | $9.6M | 197,125 | 0.00% | 31q | -30.6%-$4.2M |
| CITADEL ADVISORS LLC | $9.6M | 196,394 | 0.00% | 22q | +466.0%+$7.9M |
| D. E. Shaw & Co., Inc. | $9.4M | 192,514 | 0.00% | 9q | +132.5%+$5.3M |
| UBS Group AG | $8.4M | 172,659 | 0.00% | 31q | -7.1%-$640.6K |
| ProShare Advisors LLC | $7.9M | 162,729 | 0.01% | 31q | +7.0%+$519.5K |
| RHUMBLINE ADVISERS | $7.7M | 158,336 | 0.01% | 31q | -9.2%-$781.4K |
| FEDERATED HERMES, INC. | $7.5M | 155,114 | 0.01% | 8q | +20.1%+$1.3M |
| PANAGORA ASSET MANAGEMENT INC | $7.4M | 152,982 | 0.02% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $7.0M | 144,200 | 0.01% | 7q | +43.6%+$2.1M |
| GABELLI FUNDS LLC | $6.9M | 141,088 | 0.04% | 31q | +226.6%+$4.8M |
| JPMORGAN CHASE & CO | $6.8M | 135,513 | 0.00% | 31q | -10.3%-$777.3K |
| BANK OF AMERICA CORP /DE/ | $6.5M | 133,752 | 0.00% | 31q | +9.7%+$576.6K |
| AMERIPRISE FINANCIAL INC | $6.3M | 130,513 | 0.00% | 31q | -52.1%-$6.9M |
| Meiji Yasuda Asset Management Co Ltd. | $6.0M | 123,523 | 0.27% | 14q | -7.9%-$515.3K |
| Mariner, LLC | $5.9M | 122,186 | 0.01% | 16q | -11.6%-$780.6K |
| Swiss National Bank | $5.8M | 119,700 | 0.00% | 31q | +1.9%+$107.0K |
| Trexquant Investment LP | $5.8M | 119,479 | 0.03% | 8q | +38.0%+$1.6M |
| MARTINGALE ASSET MANAGEMENT L P | $5.6M | 114,662 | 0.13% | 24q | +10.3%+$519.7K |
| MILLENNIUM MANAGEMENT LLC | $5.4M | 110,352 | 0.00% | 5q | +80.1%+$2.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $5.3M | 108,176 | 0.01% | 25q | +104.8%+$2.7M |
| CRAWFORD INVESTMENT COUNSEL INC | $4.9M | 101,589 | 0.08% | 5q | -1.4%-$68.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $4.7M | 95,623 | 0.02% | 31q | -9.8%-$502.9K |
| DEUTSCHE BANK AG\ | $4.3M | 88,732 | 0.00% | 34q | -7.0%-$325.2K |
| Sagefield Capital LP | $4.2M | 86,243 | 0.31% | new | NEW |
| NIA IMPACT ADVISORS, LLC | $4.2M | 85,841 | 1.73% | 21q | +139.0%+$2.4M |
| Assenagon Asset Management S.A. | $4.1M | 84,742 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4.1M | 83,459 | 0.00% | 31q | -21.0%-$1.1M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $3.8M | 78,417 | 0.06% | 2q | +76.0%+$1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.6M | 73,443 | 0.01% | 6q | +21.9%+$640.8K |
| FRANKLIN RESOURCES INC | $3.3M | 68,217 | 0.00% | 15q | +1.0%+$31.3K |
| Maryland State Retirement & Pension System | $3.2M | 64,872 | 0.05% | 20q | +5.0%+$150.4K |
| CAPITAL FUND MANAGEMENT S.A. | $3.1M | 63,767 | 0.01% | 5q | +70.8%+$1.3M |
| IEQ CAPITAL, LLC | $3.1M | 63,323 | 0.01% | new | NEW |
| XTX Topco Ltd | $3.0M | 62,648 | 0.04% | 3q | +223.3%+$2.1M |
| ALLIANCEBERNSTEIN L.P. | $3.0M | 66,805 | 0.00% | 31q | +1.5%+$44.8K |
| PRUDENTIAL FINANCIAL INC | $3.0M | 62,258 | 0.00% | 31q | +1.1%+$34.3K |
| Magellan Asset Management Ltd | $3.0M | 61,416 | 0.07% | 31q | HELD |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.9M | 59,973 | 0.01% | 6q | -9.8%-$317.0K |
| NORDEA INVESTMENT MANAGEMENT AB | $2.7M | 55,906 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.7M | 55,723 | 0.00% | 2q | HELD |
| TD Asset Management Inc | $2.7M | 55,194 | 0.00% | 31q | -4.9%-$138.4K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $2.7M | 55,000 | 0.06% | 2q | +29.4%+$608.1K |
| Allianz Asset Management GmbH | $2.7M | 58,946 | 0.00% | 13q | HELD |
| Midwest Trust Co | $2.5M | 52,002 | 0.03% | 5q | -1.6%-$40.4K |
| KENNEDY CAPITAL MANAGEMENT LLC | $2.5M | 51,638 | 0.04% | 6q | +62.5%+$966.6K |
| STOREBRAND ASSET MANAGEMENT AS | $2.5M | 51,054 | 0.01% | 3q | +3.8%+$91.9K |
| Louisiana State Employees Retirement System | $2.5M | 52,600 | 0.02% | 31q | +99.2%+$1.2M |
| Clear Harbor Asset Management, LLC | $2.4M | 49,211 | 0.15% | 31q | HELD |
| MACKENZIE FINANCIAL CORP | $2.4M | 48,813 | 0.00% | 8q | +18.9%+$378.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 48,710 | 0.00% | 22q | +284.5%+$1.8M |
| NORTHSTAR ASSET MANAGEMENT INC | $2.3M | 48,193 | 0.69% | 22q | -19.7%-$573.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.3M | 47,918 | 0.00% | 31q | +2.0%+$45.4K |
| MACQUARIE GROUP LTD | $2.3M | 46,609 | 0.01% | 32q | -12.8%-$332.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.2M | 46,062 | 0.00% | 9q | -2.3%-$53.8K |
| Vanguard Investments Australia, Ltd. | $2.2M | 45,697 | 0.01% | 2q | +2.6%+$56.6K |
| Focus Partners Wealth | $2.2M | 45,014 | 0.00% | 8q | +59.7%+$819.0K |
| Ilex Capital Partners (UK) LLP | $2.2M | 44,898 | 0.04% | new | NEW |
| CoreCommodity Management, LLC | $2.1M | 42,138 | 0.41% | 19q | +47.5%+$660.5K |
| SEI INVESTMENTS CO | $2.0M | 41,171 | 0.00% | 19q | -22.1%-$569.8K |
| FIFTH THIRD BANCORP | $2.0M | 40,353 | 0.00% | 29q | +35.0%+$509.3K |
| Vontobel Holding Ltd. | $2.0M | 40,289 | 0.01% | 14q | HELD |
| Cerity Partners LLC | $1.9M | 38,046 | 0.00% | 19q | +99.0%+$920.9K |
| Bridge City Capital, LLC | $1.8M | 37,553 | 0.42% | 25q | -1.9%-$36.0K |
| BNP PARIBAS FINANCIAL MARKETS | $1.7M | 35,731 | 0.00% | 31q | +58.9%+$644.4K |
| MetLife Investment Management, LLC | $1.7M | 35,383 | 0.01% | 32q | +7.0%+$112.3K |
| CITIGROUP INC | $1.7M | 35,113 | 0.00% | 31q | +153.5%+$1.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $1.7M | 34,602 | 0.00% | 31q | +3.5%+$57.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-22 | 13G/A | AMUNDIwith 1 co-filers | 5.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 324 | $2.5B | 51,897,594 | 46 | 119 | 81 | 0.0% |
| Q1 2026 | 314 | $2.1B | 46,983,352 | 38 | 120 | 80 | 0.0% |
| Q4 2025 | 307 | $2.0B | 45,830,976 | 27 | 76 | 117 | 0.2% |
| Q3 2025 | 306 | $2.1B | 45,871,854 | 33 | 101 | 96 | 0.2% |
| Q2 2025 | 307 | $2.1B | 45,919,173 | 36 | 101 | 100 | 0.0% |
| Q1 2025 | 300 | $2.2B | 46,249,368 | 38 | 103 | 91 | 0.0% |
| Q4 2024 | 293 | $2.0B | 44,988,942 | 24 | 108 | 89 | 0.0% |
| Q3 2024 | 288 | $2.4B | 43,865,599 | 46 | 82 | 94 | 0.0% |
| Q2 2024 | 266 | $2.1B | 43,976,874 | 44 | 66 | 92 | 0.0% |
| Q1 2024 | 243 | $2.1B | 45,832,107 | 28 | 75 | 76 | 0.0% |
| Q4 2023 | 243 | $2.3B | 44,301,155 | 26 | 68 | 79 | 0.0% |
| Q3 2023 | 231 | $2.1B | 43,643,824 | 18 | 84 | 73 | 0.0% |
| Q2 2023 | 243 | $2.2B | 43,425,033 | 22 | 87 | 67 | 0.0% |
| Q1 2023 | 245 | $2.4B | 40,537,130 | 24 | 71 | 76 | 0.0% |
| Q4 2022 | 221 | $2.2B | 36,550,082 | 31 | 70 | 51 | 0.0% |
| Q3 2022 | 274 | $2.3B | 43,883,371 | 28 | 96 | 69 | 0.0% |
| Q2 2022 | 273 | $2.4B | 43,798,228 | 23 | 76 | 82 | 0.0% |
| Q1 2022 | 304 | $2.5B | 42,258,403 | 38 | 98 | 84 | 0.0% |
| Q4 2021 | 303 | $3.0B | 41,741,717 | 49 | 85 | 76 | 1.2% |
| Q3 2021 | 265 | $2.4B | 40,566,230 | 35 | 88 | 73 | 0.0% |
| Q2 2021 | 248 | $2.2B | 40,007,634 | 17 | 83 | 72 | 0.0% |
| Q1 2021 | 253 | $2.2B | 39,020,284 | 27 | 78 | 72 | 0.0% |
| Q4 2020 | 249 | $2.3B | 38,615,300 | 25 | 81 | 64 | 0.0% |
| Q3 2020 | 243 | $1.6B | 37,375,200 | 18 | 69 | 75 | 0.0% |
| Q2 2020 | 254 | $1.7B | 36,636,786 | 29 | 71 | 79 | 0.1% |
| Q1 2020 | 248 | $1.8B | 35,996,164 | 24 | 74 | 81 | 0.1% |
| Q4 2019 | 264 | $2.0B | 37,878,515 | 19 | 81 | 76 | 0.1% |
| Q3 2019 | 266 | $2.0B | 37,731,412 | 29 | 83 | 65 | 0.0% |
| Q2 2019 | 255 | $1.9B | 36,608,364 | 31 | 79 | 64 | 0.1% |
| Q1 2019 | 256 | $2.0B | 36,079,409 | 38 | 82 | 59 | 0.1% |
| Q4 2018 | 237 | $1.7B | 35,850,364 | 4 | 4 | 4 | 0.2% |