Consolidated Water Ownership | Who Owns Consolidated Water?
Consolidated Water Ownership Summary
Consolidated Water is owned by 67.81% institutional investors, 6.09% insiders, and 26.10% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.55% of CWCO shares. iShares US Infrastructure ETF is the top mutual fund, with 3.69% of its assets in Consolidated Water shares.
CWCO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Consolidated Water | 67.81% | 6.09% | 26.10% |
| Sector | Utilities Stocks | 39.62% | 7.97% | 52.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.84M | 11.55% | $64.87M |
| Vanguard group | 966.95K | 6.08% | $34.11M |
| Morgan stanley | 903.14K | 5.67% | $31.86M |
| Altravue capital | 709.81K | 4.46% | $25.04M |
| Jpmorgan chase | 585.09K | 3.68% | $20.64M |
| Tsp capital management group | 484.73K | 3.05% | $17.10M |
| Geode capital management | 367.22K | 2.31% | $12.96M |
| Renaissance | 353.37K | 2.22% | $12.47M |
| State street | 336.04K | 2.11% | $11.86M |
| Invesco | 315.96K | 1.99% | $11.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tsp capital management group | 484.73K | 4.58% | $17.10M |
| Western standard | 211.78K | 2.22% | $7.47M |
| Altravue capital | 709.81K | 2.08% | $25.04M |
| Farrow financial | 92.23K | 1.89% | $3.25M |
| Illumine investment management | 24.97K | 0.63% | $881.01K |
| Teton advisors | 32.50K | 0.59% | $975.65K |
| Legato capital management | 150.34K | 0.58% | $5.30M |
| Heartland advisors | 307.80K | 0.57% | $10.86M |
| Mrp capital investments | 15.88K | 0.31% | $476.57K |
| Comprehensive money management services | 11.47K | 0.29% | $404.60K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowmark colorado | 262.00K | 0.17% | 49.16K |
| Principal financial group | 47.90K | 0.00% | 47.90K |
| Renaissance group | 32.54K | 0.04% | 32.54K |
| Los angeles capital management | 56.22K | 0.01% | 32.21K |
| Morgan stanley | 903.14K | 0.00% | 31.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -950.51K |
| Wasatch advisors lp | - | - | -233.49K |
| Kbc group nv | - | - | -192.37K |
| Goldman sachs group | 128.60K | 0.00% | -160.22K |
| Western standard | 211.78K | 2.22% | -111.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Principal financial group | 47.90K | 0.00% | 47.90K | $1.69M |
| Renaissance group | 32.54K | 0.04% | 32.54K | $1.15M |
| Inspire investing | 30.86K | 0.11% | 30.86K | $1.09M |
| Ellsworth advisors | 22.95K | 0.18% | 22.95K | $834.00K |
| State board of administration of florida retirement system | 17.54K | 0.00% | 17.54K | $618.67K |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -3.00 |
| Capital performance advisors llp | -4.00 |
| Ifp advisors | -4.00 |
| Northwestern mutual wealth management | -9.00 |
| Corecap advisors | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 152 | 4.11% | 10,792,774 | -9.21% | 67 | 1.20% | 73 | - | 41 | -6.82% |
| Jun 30, 2025 | 142 | -5.96% | 11,847,431 | 16.90% | 74 | 1.83% | 70 | -2.78% | 44 | 4.76% |
| Mar 31, 2025 | 149 | 2.05% | 10,128,778 | 6.02% | 63 | 1.76% | 71 | 5.97% | 43 | -2.27% |
| Dec 31, 2024 | 142 | 2.90% | 9,542,377 | 0.33% | 60 | 1.67% | 64 | -7.25% | 44 | 57.14% |
| Sep 30, 2024 | 137 | 3.01% | 9,509,990 | 4.26% | 60 | 1.81% | 67 | -12.99% | 29 | 11.54% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares US Infrastructure ETF | 587.53K | 3.69% | - |
| Vanguard Total Stock Mkt Idx Inv | 497.77K | 3.13% | -11.03K |
| iShares Russell 2000 ETF | 364.29K | 2.29% | - |
| KBC Eco Fund Water Resp Inv Cl Cap | 309.56K | 1.95% | 309.56K |
| L&G Clean Water ETF | 264.92K | 1.67% | - |
| JPMorgan Small Cap Value I | 231.76K | 1.46% | -4.72K |
| Heartland Value Investor | 225.00K | 1.41% | - |
| Meridian Contrarian Legacy | 212.84K | 1.34% | 104.84K |
| iShares Global Water ETF USD Dist | 207.21K | 1.30% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 160.04K | 1.01% | -69.31K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 01, 2025 | PERGANDE WILMER F. | - | Sell | $35.80K |
| Dec 03, 2025 | PERGANDE WILMER F. | - | Sell | $145.09K |
| Nov 24, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO | Sell | $167.50K |
| Nov 21, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO | Sell | $608.09K |
| Nov 21, 2025 | Adamson Kimberly Anne | - | Buy | $88.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | 6 |
| 2025 Q3 | - | 1 |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
CWCO Ownership FAQ
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