SJW Group Ownership | Who Owns SJW Group?
SJW Group Ownership Summary
SJW Group is owned by 69.80% institutional investors, 8.34% insiders, and 21.86% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.20% of SJW shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.74% of its assets in SJW Group shares.
SJW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SJW Group | 69.80% | 8.34% | 21.86% |
| Sector | Utilities Stocks | 51.31% | 6.24% | 42.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.32M | 19.20% | $310.86M |
| Blackrock | 5.63M | 17.54% | $305.12M |
| Vanguard group | 2.62M | 7.96% | $128.84M |
| State street | 1.65M | 5.14% | $89.41M |
| Cerity partners | 1.46M | 4.44% | $71.85M |
| First trust advisors lp | 1.32M | 4.01% | $64.86M |
| Nuance investments | 1.26M | 3.82% | $61.87M |
| Amundi | 1.20M | 3.74% | $64.76M |
| Geode capital management | 745.62K | 2.27% | $36.71M |
| Dimensional fund advisors lp | 694.81K | 2.11% | $34.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patrizia pty | 94.21K | 8.04% | $5.11M |
| Nuance investments | 1.26M | 2.50% | $61.87M |
| Keynote financial services | 43.88K | 1.66% | $2.16M |
| Clean yield group | 74.71K | 1.17% | $3.68M |
| Chatham capital group | 26.07K | 0.21% | $1.28M |
| First national corp /ma/ /adv | 18.92K | 0.21% | $931.19K |
| Thematics asset management | 96.25K | 0.21% | $4.74M |
| Dark forest capital management lp | 23.55K | 0.17% | $1.16M |
| Cerity partners | 1.46M | 0.16% | $71.85M |
| Isam funds (uk) | 4.24K | 0.16% | $208.59K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.32M | 0.06% | 873.97K |
| Blackrock funding, inc. /de | 6.32M | 0.01% | 338.65K |
| Norges bank | 208.36K | 0.00% | 208.36K |
| Amundi | 1.20M | 0.02% | 104.67K |
| Jpmorgan chase | 153.69K | 0.00% | 87.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | - | - | -448.97K |
| Millennium management | 39.57K | 0.00% | -201.64K |
| Nuveen asset management | 234.43K | 0.00% | -132.94K |
| State street | 1.65M | 0.00% | -123.94K |
| Cramer rosenthal mcglynn | - | - | -97.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 208.36K | 0.00% | 208.36K | $10.26M |
| Van lanschot kempen investment management | 49.40K | 0.02% | 49.40K | $2.43M |
| New age alpha advisors | 42.25K | 0.08% | 42.25K | $2.08M |
| Raymond james financial | 39.45K | 0.00% | 39.45K | $1.94M |
| Susquehanna fundamental investments | 36.33K | 0.03% | 36.33K | $1.79M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Mendota financial group | -2.00 |
| Claris advisors, llc / mo / | -4.00 |
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Concourse financial group securities | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 224 | -9.68% | 22,961,485 | -9.91% | 69 | 1.16% | 118 | -5.60% | 78 | -8.24% |
| Sep 30, 2024 | 248 | 7.83% | 25,487,303 | 2.46% | 77 | 1.31% | 125 | - | 85 | 14.86% |
| Jun 30, 2024 | 227 | -0.44% | 24,813,526 | 0.82% | 77 | 1.31% | 124 | 9.73% | 73 | -15.12% |
| Mar 31, 2024 | 228 | -0.87% | 24,612,118 | 0.42% | 76 | 1.31% | 113 | 2.73% | 86 | - |
| Dec 31, 2023 | 230 | 4.55% | 24,508,545 | 0.99% | 76 | 1.32% | 110 | -13.39% | 86 | 38.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.93M | 5.74% | 1.13K |
| Vanguard Total Stock Mkt Idx Inv | 996.27K | 3.00% | 4.10K |
| Nuance Mid Cap Value Separate Account | 945.84K | 2.84% | 111.80K |
| iShares Russell 2000 ETF | 844.70K | 2.51% | -16.48K |
| First Trust Value Line® Dividend ETF | 794.91K | 2.36% | -1.92K |
| Nuance Mid Cap Value Institutional | 514.15K | 1.55% | -116.55K |
| iShares US Infrastructure ETF | 485.21K | 1.44% | 351.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 454.35K | 1.37% | 131.00 |
| iShares Global Water ETF USD Dist | 450.90K | 1.34% | -1.38K |
| KBI Water A GBP | 450.25K | 1.34% | -25.65K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2024 | Hauk Bruce A | Chief Operating Officer | Sell | $6.64K |
| May 07, 2024 | Patla Craig J | President of CTWS | Sell | $77.87K |
| May 03, 2023 | Guardino Carl | - | Sell | $59.08K |
| Mar 27, 2023 | Patla Craig J | President of CTWS | Sell | $55.17K |
| Mar 02, 2020 | Gere Andrew | President and COO | Buy | $1.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
SJW Ownership FAQ
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