Consolidated Water Ownership | Who Owns Consolidated Water?
Consolidated Water Ownership Summary
Consolidated Water is owned by 74.82% institutional investors, 6.12% insiders, and 19.05% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.02% 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 | 74.82% | 6.12% | 19.05% |
| Sector | Utilities Stocks | 61.50% | 8.03% | 30.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.90M | 12.02% | $57.13M |
| Altravue capital | 741.53K | 4.68% | $19.20M |
| Tsp capital management group | 484.73K | 3.05% | $17.10M |
| Geode capital management | 438.22K | 2.77% | $11.35M |
| Dimensional fund advisors lp | 365.71K | 2.31% | $9.47M |
| State street | 337.52K | 2.13% | $8.74M |
| Vanguard group | 335.34K | 2.12% | $8.68M |
| Western standard | 323.69K | 2.04% | $9.72M |
| Jpmorgan chase | 297.47K | 1.88% | $7.70M |
| Renaissance | 277.17K | 1.75% | $7.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Western standard | 323.69K | 5.41% | $9.72M |
| Tsp capital management group | 484.73K | 4.58% | $17.10M |
| Farrow financial | 92.14K | 1.68% | $2.77M |
| Altravue capital | 741.53K | 1.60% | $19.20M |
| Teton advisors | 32.50K | 0.59% | $975.65K |
| Legato capital management | 150.34K | 0.54% | $4.51M |
| Mrp capital investments | 15.53K | 0.37% | $401.94K |
| Truemark investments | 49.62K | 0.32% | $1.49M |
| Comprehensive money management services | 11.47K | 0.29% | $404.60K |
| Nj state employees deferred compensation plan | 67.00K | 0.24% | $2.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.90M | 0.00% | 143.67K |
| Heartland advisors | 109.44K | 0.15% | 109.44K |
| Arrowmark colorado | 212.84K | 0.12% | 104.84K |
| Western standard | 323.69K | 5.41% | 98.02K |
| Goldman sachs group | 157.98K | 0.00% | 59.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -950.51K |
| Wasatch advisors lp | - | - | -233.49K |
| Kbc group nv | - | - | -192.37K |
| Penn capital management company | - | - | -102.89K |
| Hussman strategic advisors | - | - | -84.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Heartland advisors | 109.44K | 0.15% | 109.44K | $2.83M |
| Truemark investments | 49.62K | 0.32% | 49.62K | $1.49M |
| Inspire investing | 30.86K | 0.11% | 30.86K | $1.09M |
| Ellsworth advisors | 22.95K | 0.18% | 22.95K | $834.00K |
| Aviva | 16.89K | 0.00% | 16.89K | $507.07K |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -3.00 |
| Capital performance advisors llp | -4.00 |
| Ifp advisors | -4.00 |
| Corecap advisors | -9.00 |
| Parallel advisors | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 133 | -5.67% | 9,121,129 | 3.48% | 57 | 1.84% | 77 | 26.23% | 26 | -44.68% |
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 |
|---|---|---|---|---|
| Aug 22, 2025 | Whittaker Raymond | - | Sell | $158.58K |
| Feb 19, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO | Sell | $785.40 |
| Feb 19, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO | Sell | $64.45K |
| Feb 18, 2025 | MCTAGGART FREDERICK W. | PRESIDENT AND CEO | Sell | $56.00K |
| Sep 11, 2024 | Whittaker Raymond | - | Sell | $73.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | - |
CWCO Ownership FAQ
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