California Water Service Group (CWT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

59,446,602Shares Outstanding

734,776Shares held by institutions

$34,159,736Value of institutional holdings

77.37%Institutional ownership %

-4.30%Shares Changed QoQ

305No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 305 institutions have reported a stake in California Water Service Group (NYSE:CWT) as of December 2025, according to recent 13F filings with the SEC.

The percentage of California Water Service owned by institutions changed from 84.1% in September 2025 to 77.4% in December 2025, marking a slight down trend.
Quarterly data indicates a -4.30% shift in institutional share volume, and the annual owner count reflects a decrease of 3.48%.
Of these 305 institutional investors, 126 increased their holdings in California Water Service, while 118 of them reduced positions, and 61 investors maintained their exposure.
Collectively, institutional investors decreased their stake in California Water Service to 46.00Mn shares as of December 2025, a change that is down by 2.07Mn shares quarter on quarter and down 3.07Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of California Water Service as of December 31, 2025, with a position of 10.68Mn shares, representing 17.97% of the company's outstanding stock.
Among the most significant buyers of California Water Service during December 2025 were Amundi (462.39K), FMR LLC (393.02K), ExodusPoint Capital Management, LP (238.84K), BlackRock, Inc. (233.12K), CITADEL ADVISORS LLC (158.84K).
Leading sellers of California Water Service stock in December 2025 included T. Rowe Price Investment Management, Inc. (2.58Mn), MILLENNIUM MANAGEMENT LLC (277.92K), RENAISSANCE TECHNOLOGIES LLC (189.22K), AMERICAN CENTURY COMPANIES INC (99.81K), New Age Alpha Advisors, LLC (95.07K).
The top 10 institutional holders of California Water Service for the quarter ending December 2025 included BlackRock, Inc. (10.68Mn), VANGUARD GROUP INC (7.35Mn), STATE STREET CORP (3.03Mn), Amundi (2.74Mn), NUANCE INVESTMENTS, LLC (1.83Mn), FMR LLC (1.80Mn), GEODE CAPITAL MANAGEMENT, LLC (1.42Mn), FIRST TRUST ADVISORS LP (1.37Mn), DIMENSIONAL FUND ADVISORS LP (1.15Mn), MORGAN STANLEY (767.03K).

305 Institutional Holders

734,776 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	10,681,351	233,117	2.23%	$462,822,950.00
VANGUARD GROUP INC	31 Dec, 2025	7,346,457	34,155	0.47%	$318,321,981.00
STATE STREET CORP	31 Dec, 2025	3,029,950	-71,051	-2.29%	$131,287,734.00
Amundi	31 Dec, 2025	2,738,993	462,394	20.31%	$118,634,433.00
NUANCE INVESTMENTS, LLC	31 Dec, 2025	1,825,390	60,931	3.45%	$79,094,145.00
FMR LLC	31 Dec, 2025	1,796,148	393,016	28.01%	$77,827,084.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,420,950	4,613	0.33%	$61,579,200.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	1,367,978	-36,342	-2.59%	$59,274,490.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,153,931	4,913	0.43%	$50,000,604.00
MORGAN STANLEY	31 Dec, 2025	767,034	-35,091	-4.37%	$33,235,636.00
Legal & General Group Plc	31 Dec, 2025	763,847	3,586	0.47%	$33,097,492.00
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	31 Dec, 2025	722,345	-7,918	-1.08%	$31,299,209.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	721,461	-2,579,448	-78.14%	$31,261.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	710,668	-7,887	-1.10%	$30,793,244.00
NORTHERN TRUST CORP	31 Dec, 2025	611,552	-43,702	-6.67%	$26,498,548.00
Bank of New York Mellon Corp	31 Dec, 2025	504,836	-63,967	-11.25%	$21,874,530.00
KBC Group NV	31 Dec, 2025	446,627	0	0.00%	$19,352.00
Nuveen, LLC	31 Dec, 2025	440,074	48,772	12.46%	$19,068,406.00
Triodos Investment Management BV	31 Dec, 2025	414,000	-79,000	-16.02%	$18,037,980.00
Beck Bode, LLC	31 Dec, 2025	388,418	-13,843	-3.44%	$16,830,141.00

1 - 20 of 305

Research Tools