Latest Period
Q2 2026
Security Snapshot
CALIFORNIA WATER SERVICE GROUP - Common Shares, par value $0.01 (CWT) Institutional Ownership
CUSIP: 130788102
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
341
Shares (Excl. Options)
55,235,577
Price
$48.65
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- Security type / class
- Equity / Common Shares, par value $0.01
- Symbol
- CWT on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 55,235,577
- Total 13F value
- $2,687,131,976
- Portfolio coverage rank
- 0%
- Share change
- +4,008,074
- Value change
- +$199,756,078
- Number of holders
- 341
- Shares outstanding
- 59,850,961
- SEC-reported price per share
- $50.00
- Insider filing price
- $50.00
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CWT - CALIFORNIA WATER SERVICE GROUP - Common Shares, par value $0.01 is tracked under CUSIP 130788102.
- 341 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 338 to 341 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,324,542,541 to $2,687,131,976.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 341 institutions filings for Q2 2026.
Security key
130788102
Latest holder period
Q2 2026
13F holders
341
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
CWT full holder history
CALIFORNIA WATER SERVICE GROUP SEC filings
CALIFORNIA WATER SERVICE GROUP company facts
CALIFORNIA WATER SERVICE GROUP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 130788102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
CWT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | $463,981,230 | 10,201,874 | BlackRock, Inc. | 30 Jun 2025 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.2% | $195,536,367 | 4,312,668 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| Amundi | 5.8% | +0.17% | $169,754,980 | +$890,976 | 3,489,311 | +0.53% | AMUNDI | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $143,035,640 | 3,154,734 | Vanguard Capital Management | 31 Mar 2026 | |||
| T. Rowe Price Investment Management, Inc. | 5% | $147,457,710 | 2,962,783 | T. Rowe Price Investment Management, Inc. | 31 Dec 2024 |
As of 30 Jun 2026, 341 institutional investors reported holding 55,235,577 shares of CALIFORNIA WATER SERVICE GROUP - Common Shares, par value $0.01 (CWT). This represents 92% of the company’s total 59,850,961 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
76%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18% | 10,755,498 | +4.3% | 0.01% | $523,254,984 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3% | 4,379,671 | +2.1% | 0.01% | $213,070,994 |
| T. Rowe Price Investment Management, Inc. | 5.9% | 3,517,105 | +2.9% | 0.11% | $171,108,000 |
| Amundi | 5.8% | 3,486,859 | +0.46% | 0.04% | $169,740,601 |
| STATE STREET CORP | 5.5% | 3,266,850 | +5.3% | 0% | $158,932,253 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 2,690,663 | +0.95% | 0% | $130,900,755 |
| ATLAS Infrastructure Partners (UK) Ltd. | 3.3% | 1,984,605 | 2.9% | $96,551,033 | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 1,555,391 | +5.4% | 0% | $75,684,197 |
| FIRST TRUST ADVISORS LP | 2.2% | 1,300,055 | -4% | 0.04% | $63,247,654 |
| FMR LLC | 2.1% | 1,281,406 | -7.8% | 0% | $62,340,381 |
| DIMENSIONAL FUND ADVISORS LP | 2% | 1,174,914 | +1.4% | 0.01% | $57,160,432 |
| NUANCE INVESTMENTS, LLC | 1.8% | 1,096,077 | -32% | 9.1% | $53,324,128 |
| Invesco Ltd. | 1.6% | 974,775 | -2.7% | 0% | $47,422,803 |
| MORGAN STANLEY | 1.6% | 948,111 | -15% | 0% | $46,125,656 |
| Legal & General Group Plc | 1.3% | 807,510 | +3.9% | 0.01% | $39,285,362 |
| ANTIPODES PARTNERS Ltd | 1.3% | 753,386 | 0.67% | $36,652,229 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2% | 747,216 | 0.05% | $36,352,000 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 725,290 | -0.43% | 0% | $35,285,359 |
| NORTHERN TRUST CORP | 1.2% | 708,763 | +11% | 0% | $34,481,320 |
| AQR CAPITAL MANAGEMENT LLC | 1.1% | 681,791 | +302% | 0.01% | $33,169,137 |
| KBC Group NV | 0.96% | 577,247 | 0% | 0.06% | $28,083,000 |
| Bank of New York Mellon Corp | 0.88% | 527,076 | +4% | 0% | $25,642,226 |
| Triodos Investment Management BV | 0.82% | 493,000 | +19% | 1.5% | $23,984,450 |
| Beck Bode, LLC | 0.71% | 426,692 | +3.6% | 3.1% | $20,758,546 |
| VANGUARD FIDUCIARY TRUST CO | 0.66% | 397,640 | +2.9% | 0% | $19,345,186 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 55,235,577 | $2,687,131,976 | +$199,756,078 | $48.65 | 341 |
| 2026 Q1 | 51,267,512 | $2,324,542,541 | +$49,250,071 | $45.34 | 338 |
| 2025 Q4 | 50,115,101 | $2,171,634,548 | +$5,045,718 | $43.33 | 330 |
| 2025 Q3 | 50,023,716 | $2,295,345,475 | -$9,851,434 | $45.89 | 333 |
| 2025 Q2 | 50,260,380 | $2,290,559,976 | +$15,201,786 | $45.48 | 334 |
| 2025 Q1 | 49,810,902 | $2,414,372,624 | +$33,123,916 | $48.46 | 327 |
| 2024 Q4 | 49,124,933 | $2,225,791,901 | +$20,294,849 | $45.33 | 321 |
| 2024 Q3 | 48,399,650 | $2,622,962,723 | +$4,689,847 | $54.22 | 319 |
| 2024 Q2 | 48,332,900 | $2,343,544,583 | -$16,103,470 | $48.49 | 297 |
| 2024 Q1 | 48,723,728 | $2,263,936,064 | +$48,477,990 | $46.48 | 272 |
| 2023 Q4 | 47,651,480 | $2,470,549,934 | -$5,695,730 | $51.87 | 281 |
| 2023 Q3 | 47,752,010 | $2,259,645,943 | +$49,071,720 | $47.31 | 267 |
| 2023 Q2 | 47,066,437 | $2,431,238,453 | +$114,833,367 | $51.63 | 281 |
| 2023 Q1 | 44,812,071 | $2,608,514,269 | -$8,335,890 | $58.20 | 290 |
| 2022 Q4 | 44,987,923 | $2,728,938,881 | +$65,884,017 | $60.64 | 287 |
| 2022 Q3 | 43,925,216 | $2,315,396,836 | -$112,496,583 | $52.69 | 270 |
| 2022 Q2 | 43,772,375 | $2,431,379,637 | +$95,673,614 | $55.55 | 268 |
| 2022 Q1 | 42,249,000 | $2,504,179,592 | +$60,590,867 | $59.28 | 296 |
| 2021 Q4 | 41,138,579 | $2,954,637,886 | +$43,651,689 | $71.86 | 295 |
| 2021 Q3 | 40,565,857 | $2,390,595,028 | +$61,174,825 | $58.93 | 260 |
| 2021 Q2 | 39,507,756 | $2,195,188,494 | +$52,122,477 | $55.54 | 245 |
| 2021 Q1 | 38,549,191 | $2,170,615,549 | +$16,664,207 | $56.34 | 252 |
| 2020 Q4 | 38,225,881 | $2,065,498,626 | +$65,390,253 | $54.03 | 247 |
| 2020 Q3 | 37,045,144 | $1,609,908,658 | +$31,052,729 | $43.45 | 239 |
| 2020 Q2 | 36,227,958 | $1,728,106,014 | +$14,507,641 | $47.70 | 250 |