California Water Service Group (CWT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

59,653,000Shares Outstanding

50,915,518Shares held by institutions

$2,373,172,294Value of institutional holdings

85.35%Institutional ownership %

1.57%Shares Changed QoQ

318No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

California Water Service Group (NYSE:CWT) has 318 institutional investors that have filed 13F reports for the period ending December 2025.

They owned 84.9% of outstanding stock in December 2025, up from 84.7% the prior quarter.
Their total shares held in CWT increased 1.56% from the prior quarter, while the number of investors in California Water Service increased 0.63% year over year.
Among the 318 funds, 135 bought more California Water Service shares, 124 sold down, and 59 held their ground.
The aggregate institutional position in California Water Service amounted to 50.67Mn shares as of December 2025, up by 777.96K shares quarter on quarter, and down 25.45K shares year over year.
As of December 31, 2025, EXCHANGE TRADED CONCEPTS, LLC held the largest stake in California Water Service with 52.81K shares, accounting for 0.09% of total shares outstanding.
Top purchasers of CWT stock for the quarter ending December 2025 included WEDGE CAPITAL MANAGEMENT L L P/NC (44.56K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (10.44K), WEDBUSH SECURITIES INC (8.1K), SG Americas Securities, LLC (4.51K), IFM Investors Pty Ltd (4.27K).
The biggest sellers of California Water Service for the quarter ending December 2025 included Sterling Capital Management LLC (1.48K), SIGNATUREFD, LLC (1.3K), State of Alaska, Department of Revenue (940), Louisiana State Employees Retirement System (900), Clean Yield Group (800).
Per Business Quant data, the top 10 holders of California Water Service for the quarter ending December 2025 are EXCHANGE TRADED CONCEPTS, LLC (52.81K), WEDGE CAPITAL MANAGEMENT L L P/NC (44.56K), SG Americas Securities, LLC (44.34K), State of Alaska, Department of Revenue (31.22K), Louisiana State Employees Retirement System (26.4K), Abacus Wealth Partners, LLC (16.39K), YOUSIF CAPITAL MANAGEMENT, LLC (15.88K), Farmers & Merchants Trust Co of Long Beach (13.0K), Pictet Asset Management Holding SA (11.18K), Perigon Wealth Management, LLC (10.69K).

318 Institutional Holders

50,915,518 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
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	4,058,666	757,757	22.96%	$175,863.00
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
Invesco Ltd.	31 Dec, 2025	954,234	57,170	6.37%	$41,346,960.00
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
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
Goldman Sachs Group Inc	31 Dec, 2025	452,580	192,588	74.07%	$19,610,316.00
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

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