California Water Service CWT Institutional Ownership

NYSE CWT

$46.43 +0.85 (+1.86%)

As of: Oct 20, 2026 · 3:59 PM EDT

Institutions by Trading Activity

343 Institutions

Increased 192 56.0%

Unchanged 56 16.3%

Reduced 95 27.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

89.15%

▲+4.65 pp QoQ

Shares Held by Institutions

55.13Mn

of 61.84Mn outstanding

▲+9.00% QoQ

Shares Outstanding

61.84Mn

6.71Mn held outside 13F filers

Institutional Investors

343

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+4.55Mn

accumulated since last quarter

Value of Holdings

$2.54Bn

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

Updated Oct 11, 2026

California Water Service Group (NYSE:CWT) was reported as a holding by 343 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 89.15% of California Water Service's outstanding shares at the end of Q2 2026, up from 84.50% in Q1 2026.
Total shares held in CWT rose 9.00% from Q1 2026; the number of holders rose 2.69% from Q2 2025.
Of these 343 holders, 192 added to their positions, 95 reduced their stakes and 56 left their positions unchanged.
Combined, institutional investors held 55.13Mn shares of CWT as of Q2 2026, up 4.55Mn from the prior quarter and up 5.77Mn from a year earlier.
BlackRock, Inc. was the top holder of California Water Service as of June 30, 2026, with 10.76Mn shares, or 17.39% of shares outstanding.
Among existing holders, the largest additions to California Water Service in Q2 2026 came from AQR Capital Management LLC (+512.06K shares), BlackRock, Inc. (+446.94K shares), State Street Corp (+164.19K shares), Citadel Advisors LLC (+161.7K shares) and D. E. Shaw & Co., Inc. (+109.72K shares).
Among holders that kept a stake in California Water Service, the biggest sellers in Q2 2026 were Nuance Investments, LLC (-507.67K shares), Morgan Stanley (-170.59K shares), Nuveen, LLC (-150.69K shares), FMR LLC (-108.61K shares) and Goldman Sachs Group Inc (-86.85K shares).
Per Business Quant data, the 10 largest holders of California Water Service at the end of Q2 2026 were BlackRock, Inc. (10.76Mn shares), Vanguard Portfolio Management LLC (4.38Mn shares), T. Rowe Price Investment Management, Inc. (3.52Mn shares), Amundi (3.49Mn shares), State Street Corp (3.27Mn shares), Vanguard Capital Management LLC (2.69Mn shares), ATLAS Infrastructure Partners (UK) Ltd. (1.98Mn shares), Geode Capital Management, LLC (1.56Mn shares), First Trust Advisors LP (1.3Mn shares) and FMR LLC (1.28Mn shares).

Form 13F Holdings

343 Institutional Holders

Report period 30 Jun, 2026

Total shares held 55.13Mn

Of outstanding 89.15%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	10,755,498	17.39%	▲446,943	+4.34%	$523.25Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,379,671	7.08%	▲89,998	+2.10%	$213.07Mn
3	T. Rowe Price Investment Management, Inc.	0001897612	3,517,105	5.69%	▲98,811	+2.89%	$171.11K
4	Amundi	0001330387	3,486,859	5.64%	▲15,862	+0.46%	$169.74Mn
5	State Street Corp	0000093751	3,266,850	5.28%	▲164,191	+5.29%	$158.93Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,690,663	4.35%	▲25,438	+0.95%	$130.90Mn
7	ATLAS Infrastructure Partners (UK) Ltd.	0001924953	1,984,605	3.21%	▲1,984,605	0.00%	$96.55Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,555,391	2.52%	▲79,986	+5.42%	$75.68Mn
9	FIRST TRUST ADVISORS LP	0001125816	1,300,055	2.10%	▼54,110	-4.00%	$63.25Mn
10	FMR LLC	0000315066	1,281,406	2.07%	▼108,608	-7.81%	$62.34Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	1,174,914	1.90%	▲16,555	+1.43%	$57.16Mn
12	NUANCE INVESTMENTS, LLC	0001473182	1,096,077	1.77%	▼507,671	-31.66%	$53.32Mn
13	Invesco Ltd.	0000914208	974,775	1.58%	▼27,457	-2.74%	$47.42Mn
14	Morgan Stanley	0000895421	948,112	1.53%	▼170,593	-15.25%	$46.13Mn
15	Legal & General Group Plc	0000764068	807,510	1.31%	▲29,968	+3.85%	$39.29Mn
16	ANTIPODES PARTNERS Ltd	0001652442	753,386	1.22%	▲753,386	0.00%	$36.65Mn
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	747,216	1.21%	▲747,216	0.00%	$36.35Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	725,290	1.17%	▼3,166	-0.43%	$35.29Mn
19	Northern Trust Corp	0000073124	708,763	1.15%	▲71,460	+11.21%	$34.48Mn
20	AQR CAPITAL MANAGEMENT LLC	0001167557	681,791	1.10%	▲512,060	+301.69%	$33.17Mn

Showing 1 to 20 of 343 holders