California Water Service Group Ownership | Who Owns California Water Service Group?
California Water Service Group Ownership Summary
California Water Service Group is owned by 66.27% institutional investors, 0.63% insiders, and 33.10% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.93% of CWT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.07% of its assets in California Water Service Group shares.
CWT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | California Water Service Group | 66.27% | 0.63% | 33.10% |
| Sector | Utilities Stocks | 34.92% | 8.47% | 56.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 10.68M | 17.93% | $462.82M |
| Blackrock | 10.32M | 17.87% | $500.39M |
| Vanguard group | 7.35M | 12.33% | $318.32M |
| T. rowe price investment management | 3.30M | 5.54% | $151.48M |
| State street | 3.10M | 5.21% | $142.30M |
| Amundi | 2.28M | 3.82% | $104.32M |
| Nuance investments | 1.60M | 2.69% | $72.71M |
| Geode capital management | 1.42M | 2.38% | $61.58M |
| First trust advisors lp | 1.40M | 2.36% | $64.44M |
| Fmr | 1.40M | 2.36% | $64.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nuance investments | 1.60M | 10.14% | $72.71M |
| Beck bode | 411.71K | 3.16% | $18.67M |
| Triodos investment management bv | 414.00K | 1.42% | $18.77M |
| Northstar asset management | 82.86K | 0.93% | $3.59M |
| Wulff, hansen | 19.38K | 0.90% | $878.46K |
| Nia impact advisors | 35.92K | 0.72% | $1.63M |
| Teton advisors | 20.06K | 0.56% | $912.33K |
| Bridge city capital | 38.58K | 0.49% | $1.67M |
| Cbre investment management listed real assets | 722.35K | 0.46% | $31.30M |
| Green alpha advisors | 7.84K | 0.35% | $355.62K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 386.41K | 0.00% | 386.41K |
| Amundi | 2.28M | 0.03% | 369.43K |
| Fmr | 1.40M | 0.00% | 350.54K |
| Blackrock funding, inc. /de | 10.68M | 0.01% | 233.12K |
| Kbc group nv | 577.25K | 0.07% | 130.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Impax asset management group | - | - | -861.34K |
| Blackrock | 10.32M | 0.01% | -414.95K |
| Deprince race & zollo | - | - | -267.34K |
| Granite investment partners | - | - | -266.78K |
| Nuance investments | 1.60M | 10.14% | -221.64K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 386.41K | 0.00% | 386.41K | $17.52M |
| Duff & phelps investment management | 85.11K | 0.04% | 85.11K | $3.86M |
| Vanguard asset management | 55.72K | 0.00% | 55.72K | $2.53M |
| Wedge capital management l l p/nc | 44.56K | 0.04% | 44.56K | $2.02M |
| Vanguard investments australia | 44.53K | 0.01% | 44.53K | $2.02M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Tfo-tdc | -2.00 |
| Private wealth asset management | -3.00 |
| Abound wealth management | -4.00 |
| Global financial private client | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 283 | -16.27% | 39,487,503 | -21.06% | 66 | 0.94% | 114 | -27.85% | 109 | - |
| Sep 30, 2025 | 322 | -3.59% | 49,491,183 | -1.53% | 83 | 1.17% | 149 | -10.24% | 105 | -9.48% |
| Jun 30, 2025 | 328 | 0.31% | 50,158,617 | 0.79% | 84 | 1.20% | 165 | -1.20% | 114 | 14.00% |
| Mar 31, 2025 | 323 | 0.94% | 49,733,335 | 1.32% | 83 | 1.20% | 167 | - | 98 | - |
| Dec 31, 2024 | 317 | -0.94% | 49,071,653 | 2.54% | 83 | 1.26% | 164 | 6.49% | 97 | -7.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.63M | 6.07% | 807.00 |
| Vanguard US Total Market Shares ETF | 1.91M | 3.21% | 92.03K |
| Vanguard Total Stock Mkt Idx Inv | 1.90M | 3.17% | 17.53K |
| iShares Russell 2000 ETF | 1.41M | 2.35% | 11.89K |
| Vanguard Small Cap Index | 1.38M | 2.30% | 24.34K |
| Fidelity Small Cap Value Fund | 1.38M | 2.30% | -170.00K |
| Amundi KBI Aqua C | 1.16M | 1.93% | - |
| iShares Global Water ETF USD Dist | 1.09M | 1.82% | - |
| Amundi - KBI Aqua ISR C | 1.01M | 1.70% | 132.78K |
| KBI Water A GBP | 983.32K | 1.64% | 151.33K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 20, 2026 | Luu Michael B | Sr. VP Corp Svcs & Chief Risk | Sell | $32.95K |
| Mar 20, 2026 | Mares Michael S JR | Vice President, Operations | Sell | $171.25K |
| Dec 23, 2025 | Mortensen Michelle R | VP, Corp Sec &Chief of Staff | Sell | $40.05K |
| Dec 10, 2025 | Lynch James Patrick | SVP CFO and Treasurer | Buy | $23.54K |
| Jun 12, 2025 | Snow Lester A | - | Sell | $55.81K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
CWT Ownership FAQ
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