California Water Service CWT Institutional Ownership

NYSE CWT

$50.14 +0.40 (+0.80%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

341 Institutions

Increased 191 56.0%

Unchanged 55 16.1%

Reduced 95 27.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.54%

▲+7.76 pp QoQ

Shares Held by Institutions

55.85Mn

of 60.36Mn outstanding

▲+12.49% QoQ

Shares Outstanding

60.36Mn

4.50Mn held outside 13F filers

Institutional Investors

341

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+6.20Mn

accumulated since last quarter

Value of Holdings

$2.78Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

California Water Service Group (NYSE:CWT) has 341 institutional investors that have filed 13F reports for the period ending June 2026.

Collectively, these holders controlled 92.5% of California Water Service's outstanding shares in June 2026, up from 84.8% in March 2026.
They increased total shares held in California Water Service by 12.49% from the prior quarter, while the number of investors in CWT increased 1.49% year over year.
Of these 341 funds, 191 grew their exposure to California Water Service, 95 cut back, and 55 maintained positions.
In total, institutional investors held 55.85Mn shares in California Water Service as of June 2026, up by 6.2Mn shares quarter on quarter, and up 5.97Mn shares year over year.
BlackRock, Inc. is the top holder of California Water Service as of June 30, 2026, with 10.76Mn shares representing 17.82% of outstanding stock.
The largest buyers of California Water Service for the quarter ending June 2026 were ATLAS Infrastructure Partners (UK) Ltd. (1.98Mn), ANTIPODES PARTNERS Ltd (753.39K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (747.22K), Sixth Street Partners Management Company, L.P. (725.29K), AQR CAPITAL MANAGEMENT LLC (512.06K).
Leading sellers of California Water Service shares for the quarter ending June 2026 were NUANCE INVESTMENTS, LLC (507.67K), Morgan Stanley (170.59K), Nuveen, LLC (150.69K), FMR LLC (108.61K), Goldman Sachs Group Inc (86.85K).
California Water Service's 10 largest shareholders as of June 2026 include BlackRock, Inc. (10.76Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.38Mn), T. Rowe Price Investment Management, Inc. (3.52Mn), Amundi (3.49Mn), State Street Corp (3.27Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.69Mn), ATLAS Infrastructure Partners (UK) Ltd. (1.98Mn), GEODE CAPITAL MANAGEMENT, LLC (1.56Mn), FIRST TRUST ADVISORS LP (1.3Mn), FMR LLC (1.28Mn) per Business Quant data.

Form 13F Holdings

341 Institutional Holders

Report period 30 Jun, 2026

Total shares held 55.85Mn

Of outstanding 92.54%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	10,755,498	17.82%	▲446,943	+4.34%	$523.25Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,379,671	7.26%	▲89,998	+2.10%	$213.07Mn
3	T. Rowe Price Investment Management, Inc.	0001897612	3,517,105	5.83%	▲98,811	+2.89%	$171.11K
4	Amundi	0001330387	3,486,859	5.78%	▲15,862	+0.46%	$169.74Mn
5	State Street Corp	0000093751	3,266,850	5.41%	▲164,191	+5.29%	$158.93Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,690,663	4.46%	▲25,438	+0.95%	$130.90Mn
7	ATLAS Infrastructure Partners (UK) Ltd.	0001924953	1,984,605	3.29%	▲1,984,605	0.00%	$96.55Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,555,391	2.58%	▲79,986	+5.42%	$75.68Mn
9	FIRST TRUST ADVISORS LP	0001125816	1,300,055	2.15%	▼54,110	-4.00%	$63.25Mn
10	FMR LLC	0000315066	1,281,406	2.12%	▼108,608	-7.81%	$62.34Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	1,174,914	1.95%	▲16,555	+1.43%	$57.16Mn
12	NUANCE INVESTMENTS, LLC	0001473182	1,096,077	1.82%	▼507,671	-31.66%	$53.32Mn
13	Invesco Ltd.	0000914208	974,775	1.62%	▼27,457	-2.74%	$47.42Mn
14	Morgan Stanley	0000895421	948,112	1.57%	▼170,593	-15.25%	$46.13Mn
15	Legal & General Group Plc	0000764068	807,510	1.34%	▲29,968	+3.85%	$39.29Mn
16	ANTIPODES PARTNERS Ltd	0001652442	753,386	1.25%	▲753,386	0.00%	$36.65Mn
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	747,216	1.24%	▲747,216	0.00%	$36.35Mn
18	Sixth Street Partners Management Company, L.P.	0001812095	725,290	1.20%	▲725,290	0.00%	$35.29Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	725,290	1.20%	▼3,166	-0.43%	$35.29Mn
19	Northern Trust Corp	0000073124	708,763	1.17%	▲71,460	+11.21%	$34.48Mn

Showing 1 to 20 of 341 holders