CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CWT on NYSE
Shares outstanding
59,660,082
Price per share
$43.33
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
49,576,494
Total reported value
$2,274,822,171
% of total 13F portfolios
0%
Share change
-129,445
Value change
-$5,501,947
Number of holders
329
Price from insider filings
$43.33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) based on Schedule 13D/G filings

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
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 Sep 2025, 329 institutional investors reported holding 49,576,494 shares of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT). This represents 83% of the company’s total 59,660,082 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) together control 70% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 18% 10,448,234 +0.76% 0.01% $479,469,456
VANGUARD GROUP INC 12% 7,312,302 -0.87% 0.01% $335,561,538
T. Rowe Price Investment Management, Inc. 5.5% 3,300,909 +0.75% 0.09% $151,479,000
STATE STREET CORP 5.2% 3,101,001 -2.6% 0% $142,304,936
Amundi 3.8% 2,276,599 +19% 0.03% $104,318,182
NUANCE INVESTMENTS, LLC 3% 1,764,459 +2.1% 8.2% $80,971,026
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,416,337 -0.06% 0% $65,004,058
FIRST TRUST ADVISORS LP 2.4% 1,404,320 +4.4% 0.05% $64,444,228
FMR LLC 2.4% 1,403,132 +33% 0% $64,389,722
DIMENSIONAL FUND ADVISORS LP 1.9% 1,149,018 -0.78% 0.01% $52,726,836
Invesco Ltd. 1.5% 897,064 -2.6% 0.01% $41,166,268
MORGAN STANLEY 1.3% 802,125 -6.7% 0% $36,809,602
Legal & General Group Plc 1.3% 760,261 +7.6% 0.01% $34,888,380
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.2% 730,263 -2.9% 0.48% $33,511,769
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 718,555 -1.2% 0.01% $32,974,489
NORTHERN TRUST CORP 1.1% 655,254 -8.1% 0% $30,069,605
Bank of New York Mellon Corp 0.95% 568,803 -4.9% 0% $26,102,378
Triodos Investment Management BV 0.83% 493,000 0% 1.6% $22,623,770
Beck Bode, LLC 0.67% 402,261 +1.5% 3% $18,459,763
Nuveen, LLC 0.66% 391,302 -4.6% 0% $17,956,849
MILLENNIUM MANAGEMENT LLC 0.62% 368,074 +5365% 0.01% $16,890,916
RENAISSANCE TECHNOLOGIES LLC 0.5% 301,116 +7.2% 0.02% $13,818,213
RAYMOND JAMES FINANCIAL INC 0.5% 298,282 -10% 0% $13,688,144
PRINCIPAL FINANCIAL GROUP INC 0.48% 287,705 -2.6% 0.01% $13,202,782
JPMORGAN CHASE & CO 0.46% 277,245 +15% 0% $12,722,791

Institutional Holders of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 230,738 $9,997,478 +$166,282 $43.33 22
2025 Q3 49,576,494 $2,274,822,171 -$5,501,947 $45.89 329
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
2020 Q1 35,980,250 $1,810,468,832 -$63,858,090 $50.32 247
2019 Q4 37,249,542 $1,920,703,878 +$47,514,082 $51.56 260
2019 Q3 36,298,749 $1,921,472,040 -$11,087,526 $52.93 264
2019 Q2 36,536,327 $1,849,804,463 +$34,143,953 $50.63 255
2019 Q1 36,054,446 $1,956,725,713 +$40,924,471 $54.28 252
2018 Q4 35,325,615 $1,683,009,189 +$18,014,611 $47.66 233
2018 Q3 34,844,541 $1,494,538,819 +$8,888,565 $42.90 211
2018 Q2 34,693,505 $1,351,414,423 +$24,940,343 $38.95 209
2018 Q1 34,118,096 $1,270,974,077 +$10,593,137 $37.25 222
2017 Q4 33,766,918 $1,531,281,955 +$14,146,356 $45.35 217
2017 Q3 33,395,977 $1,274,395,622 +$17,375,518 $38.15 187
2017 Q2 32,358,568 $1,186,795,759 -$2,515,430 $36.80 188
2017 Q1 32,898,562 $1,178,720,666 +$179,879,430 $35.85 197
2016 Q4 33,342,518 $1,130,295,033 +$1,444,475 $33.90 201
2016 Q3 33,231,695 $1,065,965,080 -$61,526,346 $32.09 183
2016 Q2 35,374,623 $1,219,734,128 +$38,058,388 $34.93 181
2016 Q1 34,845,155 $925,163,817 +$105,163,257 $26.72 184
2015 Q4 30,950,324 $720,592,640 +$42,366,324 $23.27 168
2015 Q3 29,100,546 $643,733,666 -$16,305,846 $22.12 157
2015 Q2 29,910,134 $680,190,020 +$8,179,338 $22.85 159
2015 Q1 29,507,163 $721,713,190 -$4,204,204 $24.51 154
2014 Q4 28,687,792 $706,351,777 -$22,711,092 $24.61 154
2014 Q3 29,379,345 $659,449,857 -$4,173,806 $22.44 136
2014 Q2 29,555,698 $714,625,076 -$14,827,380 $24.20 133
2014 Q1 28,857,575 $690,579,619 +$28,696,767 $23.94 138