CALIFORNIA WATER SERVICE GROUP (CWT) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CWT 13F holders ranked 201–300 of 348
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | HUTCHINSON CAPITAL MANAGEMENT#201 · 6,789 sh | 6,789 | $330.3K | 0.06% | +2.7% |
| 202 | Maple Capital Management#202 · 6,667 sh | 6,667 | $324.4K | 0.02% | 0.0% |
| 203 | PFG Investments#203 · 6,638 sh | 6,638 | $322.9K | 0.01% | 0.0% |
| 204 | Baird Financial Group#204 · 6,497 sh | 6,497 | $316.1K | <0.01% | -17.9% |
| 205 | Merit Financial Group#205 · 6,473 sh | 6,473 | $314.9K | <0.01% | New |
| 206 | INCEPTIONR#206 · 6,429 sh | 6,429 | $312.8K | 0.08% | +30.0% |
| 207 | Ensign Peak Advisors#207 · 6,364 sh | 6,364 | $309.6K | <0.01% | -3.8% |
| 208 | TRUE Private Wealth Advisors#208 · 6,208 sh | 6,208 | $302.0K | — | +0.1% |
| 209 | Legato Capital Management#209 · 6,103 sh | 6,103 | $296.9K | 0.02% | 0.0% |
| 210 | Nykredit A/S#210 · 6,098 sh | 6,098 | $296.7K | <0.01% | — |
| 211 | ELCO Management#211 · 6,093 sh | 6,093 | $296.4K | — | -5.7% |
| 212 | nVerses Capital#212 · 6,063 sh | 6,063 | $295.0K | 0.45% | New |
| 213 | MITCHELL MCLEOD PUGH & WILLIAMS#213 · 6,000 sh | 6,000 | $291.9K | 0.04% | 0.0% |
| 214 | Axxion S.A.#214 · 5,966 sh | 5,966 | $290.2K | — | — |
| 215 | LAZARD ASSET MANAGEMENT#215 · 5,630 sh | 5,630 | $273.9K | <0.01% | 0.0% |
| 216 | Sequoia Financial Advisors#216 · 5,543 sh | 5,543 | $269.7K | <0.01% | New |
| 217 | Ameritas Investment Partners#217 · 5,523 sh | 5,523 | $268.7K | <0.01% | +13.7% |
| 218 | Neuberger Berman Group#218 · 5,481 sh | 5,481 | $266.7K | <0.01% | -16.6% |
| 219 | PNC FINANCIAL SERVICES GROUP#219 · 5,260 sh | 5,260 | $255.9K | <0.01% | -2.4% |
| 220 | Jacobi Capital Management#220 · 5,186 sh | 5,186 | $252.3K | 0.01% | -9.0% |
| 221 | Corient Private Wealth#221 · 5,125 sh | 5,125 | $249.4K | <0.01% | New |
| 222 | Wellington Shields#222 · 5,000 sh | 5,000 | $243.3K | 0.05% | 0.0% |
| 223 | BRIGHTON JONES#223 · 4,997 sh | 4,997 | $243.1K | <0.01% | New |
| 224 | Blue Water Asset Management#224 · 4,908 sh | 4,908 | $238.8K | 0.08% | +0.8% |
| 225 | Crossmark Global#225 · 4,763 sh | 4,763 | $231.7K | — | 0.0% |
| 226 | US BANCORP \DE\#226 · 4,680 sh | 4,680 | $227.7K | <0.01% | -23.7% |
| 227 | MISSION WEALTH MANAGEMENT#227 · 4,667 sh | 4,667 | $227.1K | — | New |
| 228 | Rockefeller Capital Management L.P.#228 · 4,664 sh | 4,664 | $226.9K | <0.01% | +238.0% |
| 229 | HOHIMER WEALTH MANAGEMENT#229 · 4,610 sh | 4,610 | $224.3K | 0.02% | +0.5% |
| 230 | Asset Planning#230 · 4,500 sh | 4,500 | $218.9K | — | 0.0% |
| 231 | O'SHAUGHNESSY ASSET MANAGEMENT#231 · 4,466 sh | 4,466 | $217.3K | <0.01% | New |
| 232 | Jump Financial#232 · 4,462 sh | 4,462 | $217.1K | <0.01% | New |
| 233 | Corient IA#233 · 4,440 sh | 4,440 | $216.0K | 0.20% | 0.0% |
| 234 | STIFEL FINANCIAL#234 · 4,311 sh | 4,311 | $209.8K | <0.01% | -3.3% |
| 235 | IFM Investors Pty Ltd#235 · 4,268 sh | 4,268 | $207.6K | — | 0.0% |
| 236 | Ellevest#236 · 4,242 sh | 4,242 | $206.4K | 0.02% | New |
| 237 | GREAT VALLEY ADVISOR GROUP#237 · 4,242 sh | 4,242 | $206.4K | <0.01% | New |
| 238 | Farther Finance Advisors#238 · 4,235 sh | 4,235 | $206.1K | — | -0.2% |
| 239 | Steward Partners Investment Advisory#239 · 3,650 sh | 3,650 | $177.6K | <0.01% | +0.3% |
| 240 | GAMMA Investing#240 · 3,200 sh | 3,200 | $155.7K | — | -21.2% |
| 241 | Tower Research Capital (TRC)#241 · 3,074 sh | 3,074 | $149.6K | <0.01% | -66.3% |
| 242 | ROTHSCHILD INVESTMENT#242 · 2,789 sh | 2,789 | $135.7K | <0.01% | +4.5% |
| 243 | Millstone Evans Group#243 · 2,250 sh | 2,250 | $109.5K | 0.06% | 0.0% |
| 244 | BNP Paribas Asset Management Holding S.A.#244 · 2,122 sh | 2,122 | $103.2K | <0.01% | -7.3% |
| 245 | GHP Investment Advisors#245 · 1,778 sh | 1,778 | $86.5K | — | -6.2% |
| 246 | Jackson, Grant Investment Advisers#246 · 1,661 sh | 1,661 | $80.8K | 0.03% | 0.0% |
| 247 | Global Retirement Partners#247 · 1,658 sh | 1,658 | $80.7K | <0.01% | — |
| 248 | State of Wyoming#248 · 1,634 sh | 1,634 | $79.5K | <0.01% | +5.2% |
| 249 | SITTNER & NELSON#249 · 1,620 sh | 1,620 | $78.8K | 0.02% | 0.0% |
| 250 | HARBOUR INVESTMENTS#250 · 1,611 sh | 1,611 | $78.4K | <0.01% | +0.2% |
| 251 | MATHER GROUP#251 · 1,528 sh | 1,528 | $74.3K | — | 0.0% |
| 252 | JONES FINANCIAL COMPANIES LLLP#252 · 1,456 sh | 1,456 | $71.5K | 0.00% | -4.3% |
| 253 | WHITTIER OF NEVADA#253 · 1,243 sh | 1,243 | $61.8K | <0.01% | 0.0% |
| 254 | Sterling Capital Management#254 · 1,226 sh | 1,226 | $59.6K | — | -38.1% |
| 255 | IFP Advisors#255 · 1,213 sh | 1,213 | $59.0K | — | +159.2% |
| 256 | EverSource Wealth Advisors#256 · 1,113 sh | 1,113 | $54.2K | <0.01% | -93.8% |
| 257 | KELLY LAWRENCE W & ASSOCIATES#257 · 1,000 sh | 1,000 | $48.6K | 0.01% | 0.0% |
| 258 | BROADWATER CAPITAL MANAGEMENT#258 · 980 sh | 980 | $47.7K | 0.03% | -30.0% |
| 259 | CALDWELL SUTTER CAPITAL#259 · 855 sh | 855 | $41.6K | 0.02% | 0.0% |
| 260 | Pinnacle Wealth Planning Services#260 · 833 sh | 833 | $40.5K | <0.01% | -9.4% |
| 261 | Larson Financial Group#261 · 784 sh | 784 | $38.1K | <0.01% | +1.8% |
| 262 | BROWN, LISLE/CUMMINGS#262 · 750 sh | 750 | $36.5K | — | New |
| 263 | Covestor Ltd#263 · 736 sh | 736 | $36.0K | 0.02% | New |
| 264 | BESSEMER GROUP#264 · 709 sh | 709 | $35.0K | 0.00% | -4.7% |
| 265 | NBT BANK N A#265 · 700 sh | 700 | $34.1K | — | 0.0% |
| 266 | HANTZ FINANCIAL SERVICES#266 · 698 sh | 698 | $34.0K | <0.01% | +249.0% |
| 267 | Versant Capital Management#267 · 676 sh | 676 | $32.9K | — | +228.2% |
| 268 | Mitsubishi UFJ Asset Management , Ltd.#268 · 670 sh | 670 | $32.6K | 0.00% | 0.0% |
| 269 | Pinnacle Bancorp#269 · 670 sh | 670 | $32.6K | — | 0.0% |
| 270 | Manchester Capital Management#270 · 629 sh | 629 | $30.6K | — | +35.6% |
| 271 | Capital Advisors, Ltd.#271 · 608 sh | 608 | $30.0K | <0.01% | +68.0% |
| 272 | Essential Partners#272 · 589 sh | 589 | $28.7K | — | +349.6% |
| 273 | Nikko Asset Management Americas#273 · 545 sh | 545 | $26.5K | <0.01% | New |
| 274 | Tower View Wealth Management#274 · 539 sh | 539 | $26.2K | — | +0.7% |
| 275 | Caitong International Asset Management , Ltd#275 · 522 sh | 522 | $25.4K | <0.01% | +2169.6% |
| 276 | SIGNATUREFD#276 · 491 sh | 491 | $23.9K | — | +69.3% |
| 277 | Clearstead Advisors#277 · 464 sh | 464 | $22.6K | <0.01% | New |
| 278 | Kemnay Advisory Services#278 · 455 sh | 455 | $22.1K | <0.01% | -7.3% |
| 279 | Parallel Advisors#279 · 438 sh | 438 | $21.3K | <0.01% | -9.1% |
| 280 | HM PAYSON#280 · 420 sh | 420 | $20.4K | <0.01% | 0.0% |
| 281 | OF TOLEDO NA#281 · 400 sh | 400 | $19.5K | — | 0.0% |
| 282 | Parvin Asset Management#282 · 400 sh | 400 | $19.5K | 0.02% | 0.0% |
| 283 | Salomon & Ludwin#283 · 396 sh | 396 | $19.4K | <0.01% | -29.8% |
| 284 | WHITTIER#284 · 374 sh | 374 | $18.5K | <0.01% | 0.0% |
| 285 | Anchor Investment Management#285 · 356 sh | 356 | $17.3K | <0.01% | New |
| 286 | HARBOR CAPITAL ADVISORS#286 · 350 sh | 350 | $17.0K | — | -9.3% |
| 287 | UMB Bank, n.a.#287 · 348 sh | 348 | $16.9K | <0.01% | +26.1% |
| 288 | IFG Advisory#288 · 347 sh | 347 | $16.9K | <0.01% | New |
| 289 | Banque Cantonale Vaudoise#289 · 303 sh | 303 | $15.0K | <0.01% | -33.1% |
| 290 | True Wealth Design#290 · 302 sh | 302 | $14.7K | — | +115.7% |
| 291 | Costello Asset Management#291 · 275 sh | 275 | $13.4K | <0.01% | +0.4% |
| 292 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#292 · 253 sh | 253 | $12.3K | <0.01% | +2.0% |
| 293 | CREATIVE FINANCIAL DESIGNS#293 · 241 sh | 241 | $11.7K | <0.01% | 0.0% |
| 294 | Westfuller Advisors#294 · 231 sh | 231 | $11.2K | <0.01% | -13.8% |
| 295 | COMPASS FINANCIAL MANAGEMENT#295 · 217 sh | 217 | $10.6K | <0.01% | — |
| 296 | Parkside Financial Bank#296 · 214 sh | 214 | $10.4K | <0.01% | +100.0% |
| 297 | Smartleaf Asset Management#297 · 212 sh | 212 | $10.4K | <0.01% | 0.0% |
| 298 | SJS Investment Consulting#298 · 202 sh | 202 | $9.8K | — | +274.1% |
| 299 | AdvisorNet Financial#299 · 202 sh | 202 | $9.8K | — | 0.0% |
| 300 | MassMutual Private Wealth & , FSB#300 · 176 sh | 176 | $8.6K | — | -51.5% |
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.