California Water Service Group (CWT) Ownership

45.45 ↑0.49 (1.09%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of California Water Service Group (CWT), owning a total of 11.2 million shares. Combined, the top 36 institutional holders of CWT own 88.43% of the company with a total of 52.2 million shares.

In the latest ownership report on December 31st 2024, the top 36 institutional holders increased their combined ownership of CWT by 1.2 million shares. 13 institutions bought 2,183,558 total additional shares and increased their ownership by an average of 14.54%. However 7 institutions sold 975,141 total shares and decreased their ownership by an average of 8.36%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of California Water Service Group increased by a net total of 1,208,417 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.776%	7.105%	11,166,807	740,795	2024-12-31
Vanguard Group Inc	12.635%	2.152%	7,514,709	158,295	2024-12-31
State Street Corp	5.764%	12.194%	3,427,803	372,545	2024-12-31
T. Rowe Price Investment Management,Inc.	4.982%	-10.797%	2,962,783	-358,601	2024-12-31
Amundi	3.210%	-12.089%	1,909,039	-262,525	2024-12-31
First Trust Advisors L.P.	2.842%	4.947%	1,689,977	79,658	2024-12-31
Mariner Value Strategies, LLC	2.506%	-8.785%	1,490,168	-143,525	2024-12-31
Geode Capital Management, LLC	2.287%	1.659%	1,360,158	22,192	2024-12-31
Dimensional Fund Advisors, Inc.	2.125%	-0.841%	1,263,790	-10,715	2024-12-31
Northern Trust Corp	1.646%	13.128%	979,138	113,622	2024-12-31
Amvescap Plc.	1.561%	5.586%	928,148	49,107	2024-12-31
NORGES BANK	1.410%	39.537%	838,261	237,517	2024-12-31
Morgan Stanley - Brokerage Accounts	1.335%	-10.359%	793,698	-91,717	2024-12-31
Charles Schwab Investment Management Inc	1.214%	1.576%	722,163	11,205	2024-12-31
CBRE Investment Management Listed Real Assets LLC	1.090%	5.903%	648,406	36,142	2024-12-31
Bank of New York Mellon Corp	1.066%	21.208%	634,179	110,962	2024-12-31
Kbc Group NV	1.053%	-12.810%	626,296	-92,013	2024-12-31
Legal & General Group PLC	0.930%	-2.819%	553,203	-16,045	2024-12-31
Goldman Sachs Group Inc	0.890%	63.985%	529,276	206,518	2024-12-31
Triodos Investment Management B.V.	0.829%	10.045%	493,000	45,000	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.776%	7.105%	11,166,807	740,795	2024-12-31
Vanguard Group Inc	12.635%	2.152%	7,514,709	158,295	2024-12-31
State Street Corporation	5.872%	0.642%	3,454,324	22,022	2024-03-31
State Street Corp	5.764%	12.194%	3,427,803	372,545	2024-12-31
T. Rowe Price Investment Management,Inc.	4.982%	-10.797%	2,962,783	-358,601	2024-12-31
T. Rowe Price Associates, Inc.	4.155%	0.439%	2,278,162	9,949	2022-06-30
Amundi	3.210%	-12.089%	1,909,039	-262,525	2024-12-31
First Trust Advisors L.P.	2.842%	4.947%	1,689,977	79,658	2024-12-31
Mariner Value Strategies, LLC	2.506%	-8.785%	1,490,168	-143,525	2024-12-31
Geode Capital Management, LLC	2.287%	1.659%	1,360,158	22,192	2024-12-31
Dimensional Fund Advisors, Inc.	2.125%	-0.841%	1,263,790	-10,715	2024-12-31
Pictet Asset Manangement SA	1.756%	-6.324%	1,014,181	-68,470	2023-12-31
Northern Trust Corp	1.646%	13.128%	979,138	113,622	2024-12-31
Amvescap Plc.	1.561%	5.586%	928,148	49,107	2024-12-31
Impax Asset Management Group PLC	1.464%	-45.164%	861,344	-709,427	2024-03-31
NORGES BANK	1.410%	39.537%	838,261	237,517	2024-12-31
Morgan Stanley - Brokerage Accounts	1.335%	-10.359%	793,698	-91,717	2024-12-31
Charles Schwab Investment Management Inc	1.214%	1.576%	722,163	11,205	2024-12-31
DePrince Race & Zollo Inc	1.165%	2.837%	693,025	19,118	2024-06-30
CBRE Investment Management Listed Real Assets LLC	1.090%	5.903%	648,406	36,142	2024-12-31
Bank of New York Mellon Corp	1.066%	21.208%	634,179	110,962	2024-12-31
Kbc Group NV	1.053%	-12.810%	626,296	-92,013	2024-12-31
Legal & General Group PLC	0.930%	-2.819%	553,203	-16,045	2024-12-31
Goldman Sachs Group Inc	0.890%	63.985%	529,276	206,518	2024-12-31
Triodos Investment Management B.V.	0.829%	10.045%	493,000	45,000	2024-12-31
Marshall Wace Asset Management Ltd	0.796%	2,396.040%	459,146	440,751	2023-06-30
Citadel Advisors Llc	0.629%	0.000%	373,786	373,786	2024-09-30
Empower Advisory Group LLC	0.612%	3.480%	352,969	11,870	2023-09-30
Millennium Management LLC	0.578%	513.265%	333,512	279,129	2023-06-30
Principal Financial Group Inc	0.564%	-1.719%	325,465	-5,694	2023-06-30
JPMorgan Chase & Co	0.544%	55.668%	323,322	115,622	2024-09-30
Personal Capital Advisors Corp	0.584%	2.929%	319,999	9,105	2022-09-30
Granite Investment Partners, LLC	0.514%	-3.611%	302,204	-11,321	2024-03-31
Ameriprise Financial Inc	0.423%	-1.194%	232,074	-2,805	2022-09-30
Nuveen Asset Management, LLC	0.328%	-1.479%	180,066	-2,703	2022-09-30
ProShare Advisors LLC	0.300%	-13.393%	164,211	-25,394	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of California Water Service Group (CWT), owning a total of 3.8 million shares. Combined, the top 35 mutual fund holders of CWT own 51.03% of the company with a total of 30.1 million shares.

In the latest ownership report on January 31st 2025, the top 35 fund holders increased their combined ownership of CWT by 37 thousand shares. 5 funds bought 8,343 total additional shares and increased their ownership by an average of 0.13%. However 4 funds sold 45,040 total shares and decreased their ownership by an average of 1.29%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding California Water Service Group decreased by a net total of -36,697 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.421%	0.000%	3,819,009	0	2025-01-31
Vanguard Total Stock Mkt Idx Inv	3.119%	0.241%	1,855,004	4,450	2025-01-31
iShares Russell 2000 ETF	2.646%	-0.754%	1,573,445	-11,950	2025-01-31
Vanguard Small Cap Index	2.551%	0.179%	1,517,133	2,714	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.511%	0.025%	898,443	221	2025-01-31
iShares Global Water ETF USD Dist	1.509%	-0.301%	897,686	-2,710	2025-01-31
Vanguard Small Cap Growth Index Inv	1.443%	-0.242%	857,900	-2,080	2025-01-31
SPDR® S&P Dividend ETF	1.182%	-3.871%	702,701	-28,300	2025-01-31
iShares S&P Small-Cap 600 Value ETF	1.133%	0.000%	673,796	0	2025-01-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.921%	0.036%	547,917	198	2025-01-31
iShares US Infrastructure ETF	0.869%	0.147%	516,780	760	2025-01-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.421%	0.000%	3,819,009	0	2025-01-31
Vanguard Total Stock Mkt Idx Inv	3.119%	0.241%	1,855,004	4,450	2025-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.954%	2.463%	1,704,523	40,974	2023-03-31
iShares Russell 2000 ETF	2.646%	-0.754%	1,573,445	-11,950	2025-01-31
Vanguard Small Cap Index	2.551%	0.179%	1,517,133	2,714	2025-01-31
Nuance Mid Cap Value Separate Account	1.898%	-3.792%	1,128,989	-44,493	2024-12-31
First Trust Value Line® Dividend ETF	1.582%	-0.071%	940,867	-669	2025-01-30
T. Rowe Price Small-Cap Value	1.525%	0.000%	906,920	0	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.511%	0.025%	898,443	221	2025-01-31
iShares Global Water ETF USD Dist	1.509%	-0.301%	897,686	-2,710	2025-01-31
Pictet-Water I EUR	1.499%	-7.434%	865,598	-69,513	2023-12-31
Vanguard Small Cap Growth Index Inv	1.443%	-0.242%	857,900	-2,080	2025-01-31
Vanguard Extended Market Index Investor	1.373%	-0.095%	792,299	-751	2023-08-31
Amundi - KBI Aqua ISR C	1.231%	0.000%	732,313	0	2024-12-31
SPDR® S&P Dividend ETF	1.182%	-3.871%	702,701	-28,300	2025-01-31
iShares S&P Small-Cap 600 Value ETF	1.133%	0.000%	673,796	0	2025-01-31
Nuance Mid Cap Value Institutional	1.127%	-35.516%	670,373	-369,230	2024-10-31
First Trust Water ETF	1.124%	0.000%	668,699	0	2025-01-30
T. Rowe Price Small-Cap Stock	1.015%	-10.626%	603,452	-71,743	2024-12-31
T. Rowe Price US Small-Cap Core Equity	1.015%	-23.317%	603,452	-183,491	2024-12-31
Impax Water Strategy Composite	1.023%	-46.820%	590,670	-520,035	2024-03-31
Fidelity Small Cap Index	0.987%	-0.790%	587,225	-4,678	2024-11-30
BNP Paribas Aqua C C	0.990%	-8.620%	571,484	-53,907	2024-02-29
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.921%	0.036%	547,917	198	2025-01-31
Fidelity® Small Cap Index	0.942%	5.668%	543,508	29,152	2023-09-30
BNP Paribas Aqua I	0.933%	-8.760%	538,998	-51,750	2024-02-29
Vanguard Small Cap Value Index Inv	0.903%	0.516%	520,848	2,676	2023-11-30
iShares US Infrastructure ETF	0.869%	0.147%	516,780	760	2025-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.882%	-0.143%	509,492	-728	2024-05-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.822%	16.692%	488,568	69,887	2024-09-30
KBI Water A GBP	0.804%	9.181%	477,946	40,192	2024-09-30
SPDR® S&P US Dividend Aristocrats ETFDis	0.816%	-2.414%	470,548	-11,640	2023-06-30
Vanguard Tax-Managed Small Cap Adm	0.776%	0.000%	448,196	0	2024-05-31
Triodos Pioneer Impact EUR R Acc	0.753%	0.000%	448,000	0	2024-09-30
Invesco Water Resources ETF	0.757%	0.000%	437,430	0	2024-06-30