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 6.06% 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 | 35.28% | 8.46% | 56.27% |
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 | 1.83M | 3.06% | $79.09M |
| 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 | 1.83M | 8.71% | $79.09M |
| Beck bode | 388.42K | 2.80% | $16.83M |
| Triodos investment management bv | 414.00K | 1.30% | $18.04M |
| Northstar asset management | 82.86K | 0.93% | $3.59M |
| Wulff, hansen | 19.63K | 0.71% | $850.35K |
| Teton advisors | 20.06K | 0.56% | $912.33K |
| Nia impact advisors | 37.22K | 0.54% | $1.61M |
| Bridge city capital | 38.58K | 0.49% | $1.67M |
| Cbre investment management listed real assets | 722.35K | 0.46% | $31.30M |
| Rodgers brothers | 57.77K | 0.33% | $2.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amundi | 2.28M | 0.03% | 369.43K |
| Fmr | 1.40M | 0.00% | 350.54K |
| Blackrock funding, inc. /de | 10.68M | 0.01% | 233.12K |
| American century companies | 227.82K | 0.01% | 113.19K |
| Nuance investments | 1.83M | 8.71% | 60.93K |
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 |
| 1832 asset management | - | - | -200.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Voloridge investment management | 22.32K | 0.00% | 22.32K | $1.02M |
| Norges bank | 22.11K | 0.00% | 22.11K | $958.20K |
| Y-intercept (hong kong) | 19.96K | 0.02% | 19.96K | $864.69K |
| Brevan howard capital management lp | 18.80K | 0.00% | 18.80K | $862.50K |
| Campbell & co investment adviser | 13.24K | 0.03% | 13.24K | $573.56K |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Tfo-tdc | -2.00 |
| Mendota financial group | -5.00 |
| Global financial private client | -5.00 |
| Castleview partners | -6.00 |
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 | 3.62M | 6.06% | -243.85K |
| Vanguard US Total Market Shares ETF | 1.91M | 3.21% | 92.03K |
| Vanguard Total Stock Mkt Idx Inv | 1.87M | 3.14% | 6.92K |
| Fidelity Small Cap Value Fund | 1.79M | 3.00% | - |
| iShares Russell 2000 ETF | 1.43M | 2.40% | 275.75K |
| Vanguard Small Cap Index | 1.35M | 2.26% | -1.11K |
| Amundi KBI Aqua C | 1.13M | 1.89% | 111.76K |
| Nuance Mid Cap Value Separate Account | 1.06M | 1.77% | 102.38K |
| iShares Global Water ETF USD Dist | 1.03M | 1.73% | 290.53K |
| Amundi - KBI Aqua ISR C | 1.01M | 1.70% | 132.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 22, 2024 | Luu Michael B | Sr. VP Corp Svcs & Chief Risk | Sell | $50.73K |
| Sep 04, 2024 | Krummel Thomas M | - | Sell | $30.57K |
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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