CALIFORNIA WATER SERVICE GROUP (CWT) — Institutional Holders, Q2 2026

348 institutional investment managers reported a CWT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CWT stock profile

CWT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

139

Trimmed

Sold out

Biggest buyers

ATLAS Infrastructure Partners (UK) Ltd.New · +1,984,605 sh+$96.6M
ANTIPODES PARTNERS LtdNew · +753,386 sh+$36.7M
NOMURA ASSET MANAGEMENT INTERNATIONALNew · +747,216 sh+$36.4M
AQR CAPITAL MANAGEMENTAdded · +512,060 sh+$24.9M
BlackRockAdded · +446,943 sh+$21.7M

Biggest sellers

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETSSold out · -647,515 sh-$31.5M
NUANCE INVESTMENTSTrimmed · -507,671 sh-$24.7M
MARSHALL WACE, LLPSold out · -256,767 sh-$12.5M
Qube Research & Technologies LtdSold out · -186,926 sh-$9.1M
MORGAN STANLEYTrimmed · -170,593 sh-$8.3M

CWT 13F holders ranked 1–100 of 348

Institutional investors reporting a position in CALIFORNIA WATER SERVICE GROUP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 10,755,498 sh	10,755,498	$523.3M	<0.01%	+4.3%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 4,379,671 sh	4,379,671	$213.1M	<0.01%	+2.1%
3	T. Rowe Price Investment Management#3 · 3,517,105 sh	3,517,105	$171.1M	0.11%	+2.9%
4	Amundi#4 · 3,486,859 sh	3,486,859	$169.7M	0.04%	+0.5%
5	STATE STREET#5 · 3,266,850 sh	3,266,850	$158.9M	<0.01%	+5.3%
6	VANGUARD CAPITAL MANAGEMENT#6 · 2,690,663 sh	2,690,663	$130.9M	<0.01%	+1.0%
7	ATLAS Infrastructure Partners (UK) Ltd.#7 · 1,984,605 sh	1,984,605	$96.6M	2.93%	New
8	GEODE CAPITAL MANAGEMENT#8 · 1,555,391 sh	1,555,391	$75.7M	<0.01%	+5.4%
9	FIRST ADVISORS#9 · 1,300,055 sh	1,300,055	$63.2M	0.04%	-4.0%
10	FMR#10 · 1,281,406 sh	1,281,406	$62.3M	<0.01%	-7.8%
11	DIMENSIONAL FUND ADVISORS#11 · 1,174,914 sh	1,174,914	$57.2M	0.01%	+1.4%
12	NUANCE INVESTMENTS#12 · 1,096,077 sh	1,096,077	$53.3M	9.07%	-31.7%
13	Invesco Ltd.#13 · 974,775 sh	974,775	$47.4M	<0.01%	-2.7%
14	MORGAN STANLEY#14 · 948,112 sh	948,112	$46.1M	<0.01%	-15.2%
15	Legal & General Group Plc#15 · 807,510 sh	807,510	$39.3M	<0.01%	+3.9%
16	ANTIPODES PARTNERS Ltd#16 · 753,386 sh	753,386	$36.7M	0.67%	New
17	NOMURA ASSET MANAGEMENT INTERNATIONAL#17 · 747,216 sh	747,216	$36.4M	0.05%	New
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 725,290 sh	725,290	$35.3M	<0.01%	-0.4%
19	NORTHERN#19 · 708,763 sh	708,763	$34.5M	<0.01%	+11.2%
20	AQR CAPITAL MANAGEMENT#20 · 681,791 sh	681,791	$33.2M	0.01%	+301.7%
21	KBC Group NV#21 · 577,247 sh	577,247	$28.1M	—	0.0%
22	Bank of New York Mellon#22 · 527,076 sh	527,076	$25.6M	<0.01%	+4.0%
23	Triodos Investment Management BV#23 · 493,000 sh	493,000	$24.0M	1.46%	+19.1%
24	Beck Bode#24 · 426,692 sh	426,692	$20.8M	3.14%	+3.6%
25	VANGUARD FIDUCIARY#25 · 397,640 sh	397,640	$19.3M	<0.01%	+2.9%
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#26 · 365,464 sh	365,464	$17.8M	<0.01%	+41.7%
27	VICTORY CAPITAL MANAGEMENT#27 · 331,132 sh	331,132	$16.1M	<0.01%	+3.1%
28	PRINCIPAL FINANCIAL GROUP#28 · 289,290 sh	289,290	$14.1M	<0.01%	-0.1%
29	RAYMOND JAMES FINANCIAL#29 · 283,593 sh	283,593	$13.8M	<0.01%	-3.7%
30	Nuveen#30 · 274,427 sh	274,427	$13.4M	<0.01%	-35.4%
31	AMERICAN CENTURY COMPANIES#31 · 245,038 sh	245,038	$11.9M	<0.01%	-6.2%
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#32 · 244,401 sh	244,401	$11.9M	<0.01%	+4.1%
33	PUBLIC SECTOR PENSION INVESTMENT BOARD#33 · 205,645 sh	205,645	$10.0M	0.03%	-3.5%
34	GOLDMAN SACHS GROUP#34 · 197,125 sh	197,125	$9.6M	<0.01%	-30.6%
35	CITADEL ADVISORS#35 · 196,394 sh	196,394	$9.6M	<0.01%	+466.0%
36	D. E. Shaw#36 · 192,514 sh	192,514	$9.4M	<0.01%	+132.5%
37	DUFF & PHELPS INVESTMENT MANAGEMENT#37 · 183,197 sh	183,197	$8.9M	0.08%	+115.2%
38	UBS Group AG#38 · 172,659 sh	172,659	$8.4M	<0.01%	-7.1%
39	ProShare Advisors#39 · 162,729 sh	162,729	$7.9M	0.01%	+7.0%
40	RHUMBLINE ADVISERS#40 · 158,336 sh	158,336	$7.7M	<0.01%	-9.2%
41	FEDERATED HERMES#41 · 155,114 sh	155,114	$7.5M	0.01%	+20.1%
42	PANAGORA ASSET MANAGEMENT#42 · 152,982 sh	152,982	$7.4M	0.02%	New
43	RENAISSANCE TECHNOLOGIES#43 · 144,200 sh	144,200	$7.0M	<0.01%	+43.6%
44	GABELLI FUNDS#44 · 141,088 sh	141,088	$6.9M	0.04%	+226.6%
45	JPMORGAN CHASE#45 · 135,513 sh	135,513	$6.8M	<0.01%	-10.3%
46	BANK OF AMERICA#46 · 133,752 sh	133,752	$6.5M	<0.01%	+9.7%
47	AMERIPRISE FINANCIAL#47 · 130,513 sh	130,513	$6.3M	<0.01%	-4.1%
48	Meiji Yasuda Asset Management Ltd.#48 · 123,523 sh	123,523	$6.0M	0.27%	-7.9%
49	Mariner#49 · 122,186 sh	122,186	$5.9M	<0.01%	-11.6%
50	Swiss National Bank#50 · 119,700 sh	119,700	$5.8M	<0.01%	+1.9%
51	Trexquant Investment#51 · 119,479 sh	119,479	$5.8M	0.03%	+38.0%
52	MARTINGALE ASSET MANAGEMENT L P#52 · 114,662 sh	114,662	$5.6M	0.13%	+10.3%
53	MILLENNIUM MANAGEMENT#53 · 110,352 sh	110,352	$5.4M	<0.01%	+80.1%
54	GREAT WEST LIFE ASSURANCE#54 · 105,326 sh	105,326	$5.1M	<0.01%	+11.4%
55	CRAWFORD INVESTMENT COUNSEL#55 · 101,589 sh	101,589	$4.9M	0.08%	-1.4%
56	PRICE T ROWE ASSOCIATES#56 · 97,918 sh	97,918	$4.8M	<0.01%	+17.4%
57	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#57 · 95,623 sh	95,623	$4.7M	0.02%	-9.8%
58	DEUTSCHE BANK AG\#58 · 88,732 sh	88,732	$4.3M	<0.01%	-7.0%
59	Sagefield Capital#59 · 86,243 sh	86,243	$4.2M	0.31%	New
60	NIA IMPACT ADVISORS#60 · 85,841 sh	85,841	$4.2M	1.73%	+139.0%
61	WELLS FARGO & COMPANY#61 · 83,459 sh	83,459	$4.1M	<0.01%	+58.0%
62	WEDGE CAPITAL MANAGEMENT L L P#62 · 78,417 sh	78,417	$3.8M	—	+76.0%
63	Universal- Beteiligungs- und Servicegesellschaft mbH#63 · 73,443 sh	73,443	$3.6M	<0.01%	+21.9%
64	FRANKLIN RESOURCES#64 · 68,217 sh	68,217	$3.3M	<0.01%	+1.0%
65	Maryland State Retirement & Pension System#65 · 64,872 sh	64,872	$3.2M	0.05%	+5.0%
66	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#66 · 63,983 sh	63,983	$3.1M	—	+1.5%
67	CAPITAL FUND MANAGEMENT S.A.#67 · 63,767 sh	63,767	$3.1M	0.01%	+70.8%
68	IEQ CAPITAL#68 · 63,323 sh	63,323	$3.1M	0.01%	New
69	XTX Topco Ltd#69 · 62,648 sh	62,648	$3.0M	0.04%	+223.3%
70	ALLIANCEBERNSTEIN L.P.#70 · 66,805 sh	66,805	$3.0M	<0.01%	+1.5%
71	PRUDENTIAL FINANCIAL#71 · 62,258 sh	62,258	$3.0M	<0.01%	+1.1%
72	Magellan Asset Management Ltd#72 · 61,416 sh	61,416	$3.0M	0.07%	0.0%
73	JACOBS LEVY EQUITY MANAGEMENT#73 · 59,973 sh	59,973	$2.9M	0.01%	-9.8%
74	THRIVENT FINANCIAL FOR LUTHERANS#74 · 59,888 sh	59,888	$2.9M	<0.01%	-0.8%
75	NORDEA INVESTMENT MANAGEMENT AB#75 · 55,906 sh	55,906	$2.7M	<0.01%	New
76	VANGUARD ASSET MANAGEMENT, Ltd#76 · 55,723 sh	55,723	$2.7M	<0.01%	0.0%
77	TD ASSET MANAGEMENT#77 · 55,194 sh	55,194	$2.7M	<0.01%	-4.9%
78	KORNITZER CAPITAL MANAGEMENT#78 · 55,000 sh	55,000	$2.7M	0.06%	+29.4%
79	Allianz Asset Management GmbH#79 · 58,946 sh	58,946	$2.7M	<0.01%	+0.1%
80	EXCHANGE TRADED CONCEPTS#80 · 54,088 sh	54,088	$2.6M	0.01%	+2.4%
81	Midwest#81 · 52,002 sh	52,002	$2.5M	—	-1.6%
82	KENNEDY CAPITAL MANAGEMENT#82 · 51,638 sh	51,638	$2.5M	0.04%	+62.5%
83	STOREBRAND ASSET MANAGEMENT AS#83 · 51,054 sh	51,054	$2.5M	<0.01%	+3.8%
84	Clear Harbor Asset Management#84 · 49,211 sh	49,211	$2.4M	0.15%	-0.2%
85	MACKENZIE FINANCIAL#85 · 48,813 sh	48,813	$2.4M	<0.01%	+18.9%
86	NORTHSTAR ASSET MANAGEMENT#86 · 48,193 sh	48,193	$2.3M	0.69%	-19.7%
87	Zurcher Kantonalbank (Zurich Cantonalbank)#87 · 47,918 sh	47,918	$2.3M	<0.01%	+2.0%
88	MACQUARIE GROUP LTD#88 · 46,609 sh	46,609	$2.3M	<0.01%	-12.8%
89	MIRAE ASSET GLOBAL ETFS Ltd.#89 · 46,062 sh	46,062	$2.2M	<0.01%	-2.3%
90	Vanguard Investments Australia, Ltd.#90 · 45,697 sh	45,697	$2.2M	<0.01%	+2.6%
91	Focus Partners Wealth#91 · 45,014 sh	45,014	$2.2M	<0.01%	+59.7%
92	Ilex Capital Partners (UK) LLP#92 · 44,898 sh	44,898	$2.2M	0.04%	New
93	SG Americas Securities#93 · 43,334 sh	43,334	$2.1M	<0.01%	-2.3%
94	Assenagon Asset Management S.A.#94 · 42,371 sh	42,371	$2.1M	—	New
95	CoreCommodity Management#95 · 42,138 sh	42,138	$2.1M	0.41%	+47.5%
96	SEI INVESTMENTS#96 · 41,171 sh	41,171	$2.0M	<0.01%	-22.1%
97	FIFTH THIRD BANCORP#97 · 40,353 sh	40,353	$2.0M	<0.01%	+35.0%
98	Vontobel Holding Ltd.#98 · 40,289 sh	40,289	$2.0M	—	+0.4%
99	Cerity Partners#99 · 38,046 sh	38,046	$1.9M	<0.01%	+99.0%
100	Bridge City Capital#100 · 37,553 sh	37,553	$1.8M	0.42%	-1.9%

Funds that sold out of CWT in Q2 2026 (42)

Held CWT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CWT in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS647,515 sh	647,515	$29.4M
MARSHALL WACE, LLP256,767 sh	256,767	$11.6M
Qube Research & Technologies Ltd186,926 sh	186,926	$8.5M
JANE STREET GROUP123,278 sh	123,278	$5.6M
HRT FINANCIAL43,235 sh	43,235	$2.0M
VOLORIDGE INVESTMENT MANAGEMENT25,216 sh	25,216	$1.1M
Campbell & Investment Adviser21,566 sh	21,566	$977.8K
Y-Intercept (Hong Kong) Ltd20,082 sh	20,082	$910.5K
HEALTHCARE OF ONTARIO PENSION PLAN FUND16,472 sh	16,472	$746.8K
Abacus Wealth Partners16,386 sh	16,386	$742.9K
Toroso Investments13,423 sh	13,423	$608.6K
Brevan Howard Capital Management9,597 sh	9,597	$435.1K
Connor, Clark & Lunn Investment Management Ltd.8,315 sh	8,315	$377.0K
Entropy Technologies8,134 sh	8,134	$368.8K
MIRABELLA FINANCIAL SERVICES LLP7,017 sh	7,017	$318.2K
Holocene Advisors6,376 sh	6,376	$289.1K
Bridgewater Associates5,771 sh	5,771	$261.7K
Aprio Wealth Management5,275 sh	5,275	$239.2K
LeClair Wealth Partners4,871 sh	4,871	$220.8K
New Age Alpha Advisors4,298 sh	4,298	$194.9K
QUADRANT CAPITAL GROUP1,692 sh	1,692	$87.3K
Advisory Services Network1,031 sh	1,031	$46.7K
Beaird Harris Wealth Management846 sh	846	$38.4K
Clarity Asset Management672 sh	672	$30.5K
NOMURA ASSET MANAGEMENT LTD450 sh	450	$20.4K
VEGA INVESTMENT SOLUTIONS445 sh	445	$20.2K
MAI Capital Management437 sh	437	$19.8K
SIMPLEX TRADING326 sh	326	$14.8K
CENTRAL304 sh	304	$13.8K
LOS ANGELES CAPITAL MANAGEMENT300 sh	300	$13.6K
Leonteq Securities AG256 sh	256	$11.6K
WealthCollab208 sh	208	$9.4K
Root Financial Partners116 sh	116	$5.3K
Quarry100 sh	100	$4.5K
TWIN PEAKS WEALTH ADVISORS90 sh	90	$4.1K
Wealth Preservation Advisors32 sh	32	$1.5K
Physician Wealth Advisors27 sh	27	$1.2K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT18 sh	18	$816.00
Wall Street Financial Group8 sh	8	$363.00
Vermillion Wealth Management5 sh	5	$227.00
RAFFA WEALTH MANAGEMENT1 sh	1	$45.00
CURIO WEALTH1 sh	1	$45.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.