SJW Group Ownership 2024 | Who Owns SJW Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

48.79%

Insider Ownership

8.67%

Retail Ownership

42.54%

Institutional Holders

132.00

SJW Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.17.94%0.01%5,663,09038,6750.69%320,474,289Mar 31, 2024
VANGUARD GROUP INC7.82%0.00%2,468,3452,6000.11%139,683,644Mar 31, 2024
STATE STREET CORP5.62%0.00%1,772,978-21,722-1.21%100,332,825Mar 31, 2024
CERITY PARTNERS LLC4.94%0.23%1,559,769-50,722-3.15%88,267,339Mar 31, 2024
NUANCE INVESTMENTS, LLC4.22%1.98%1,331,827211,63818.89%75,368,094Mar 31, 2024
AMUNDI3.46%0.03%1,093,918-64,941-5.60%60,969,520Mar 31, 2024
INVESCO LTD.2.58%0.01%815,654126,09418.29%46,157,861Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.23%0.01%705,672-19,070-2.63%39,934,004Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.13%0.00%671,25016,1932.47%37,991,093Mar 31, 2024
KBC GROUP NV1.50%0.09%474,307-291-0.06%26,841,000Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.42%0.02%448,97239,3349.60%25,407,551Mar 31, 2024
MORGAN STANLEY1.40%0.00%443,0076,5681.50%25,069,911Mar 31, 2024
FIRST TRUST ADVISORS LP1.19%0.02%376,23783,39228.48%21,291,251Mar 31, 2024
NORTHERN TRUST CORP1.19%0.00%375,369-57,952-13.37%21,242,132Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.06%0.00%335,633-4,223-1.24%18,993,475Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.05%0.00%331,31320,2826.52%18,749,003Mar 31, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP0.85%0.02%267,867-1,748-0.65%15,158,593Mar 31, 2024
JPMORGAN CHASE & CO0.75%0.00%237,482123,021107.48%13,439,107Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.74%0.00%233,659-132,266-36.15%13,222,763Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC0.72%0.01%228,4233,2421.44%12,926,458Mar 31, 2024

SJW Group's largest institutional shareholder is BLACKROCK INC., holding 17.94% of the company's total share outstanding, currently valued at $320.47M. The top 10 institutional shareholders own together 52.44% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PATRIZIA PTY LTD0.30%8.39%94,21115,45919.63%5,331,400Mar 31, 2024
NUANCE INVESTMENTS, LLC4.22%1.98%1,331,827211,63818.89%75,368,094Mar 31, 2024
FIRST NATIONAL CORP /MA/ /ADV0.08%0.40%24,775-78-0.31%1,619,036Mar 31, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC0.06%0.38%18,94518,945100.00%1,072,000Mar 31, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.31%0.30%97,419-35,617-26.77%5,512,941Mar 31, 2024
CHATHAM CAPITAL GROUP, INC.0.08%0.27%26,2322,70011.47%1,484,469Mar 31, 2024
CERITY PARTNERS LLC4.94%0.23%1,559,769-50,722-3.15%88,267,339Mar 31, 2024
THEMATICS ASSET MANAGEMENT0.30%0.23%96,246--5,446,561Mar 31, 2024
MQS MANAGEMENT LLC0.02%0.19%5,9585,958100.00%337,163Mar 31, 2024
IQ EQ FUND MANAGEMENT (IRELAND) LTD0.08%0.17%26,3157,73541.63%1,489,166Mar 31, 2024
CLEAR HARBOR ASSET MANAGEMENT, LLC0.10%0.15%30,5011,0503.57%1,726,052Mar 31, 2024
VERSOR INVESTMENTS LP0.04%0.15%12,823-500-3.75%725,654Mar 31, 2024
CENTERBOOK PARTNERS LP0.11%0.13%34,24520,169143.29%1,937,925Mar 31, 2024
NUMERAI GP LLC0.02%0.13%5,4485,448100.00%308,302Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.03%0.13%10,39810,398100.00%588,423Mar 31, 2024
EDGESTREAM PARTNERS, L.P.0.14%0.12%42,84042,840100.00%2,424,316Mar 31, 2024
KBC GROUP NV1.50%0.09%474,307-291-0.06%26,841,000Mar 31, 2024
CANVAS WEALTH ADVISORS, LLC0.01%0.08%4,4674,467100.00%234,786Mar 31, 2024
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC0.01%0.07%3,955--223,869Mar 31, 2024
CIM INVESTMENT MANAGEMENT INC0.01%0.07%3,879--219,513Mar 31, 2024

The largest SJW Group shareholder by % of total assets is PATRIZIA PTY LTD. The company owns 94.21K shares of SJW Group (SJW), representing 8.39% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NUANCE INVESTMENTS, LLC4.22%1.98%1,331,827211,63818.89%75,368,094Mar 31, 2024
INVESCO LTD.2.58%0.01%815,654126,09418.29%46,157,861Mar 31, 2024
JPMORGAN CHASE & CO0.75%0.00%237,482123,021107.48%13,439,107Mar 31, 2024
FIRST TRUST ADVISORS LP1.19%0.02%376,23783,39228.48%21,291,251Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.32%0.01%102,27971,917236.87%5,787,969Mar 31, 2024
CONFLUENCE INVESTMENT MANAGEMENT LLC0.18%0.04%56,58856,588100.00%3,202,327Mar 31, 2024
PRUDENTIAL FINANCIAL INC0.32%0.01%100,08754,960121.79%5,663,923Mar 31, 2024
EDGESTREAM PARTNERS, L.P.0.14%0.12%42,84042,840100.00%2,424,316Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.42%0.02%448,97239,3349.60%25,407,551Mar 31, 2024
BLACKROCK INC.17.94%0.01%5,663,09038,6750.69%320,474,289Mar 31, 2024
CITADEL ADVISORS LLC0.11%0.00%34,16529,993718.91%1,933,397Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.08%0.01%26,41726,417100.00%1,494,937Mar 31, 2024
GOLDMAN SACHS GROUP INC0.42%0.00%131,80124,32622.63%7,458,630Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.41%0.02%129,49222,14920.63%7,327,952Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%21,54821,548100.00%1,219,401Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.05%0.00%331,31320,2826.52%18,749,003Mar 31, 2024
CENTERBOOK PARTNERS LP0.11%0.13%34,24520,169143.29%1,937,925Mar 31, 2024
PROSHARE ADVISORS LLC0.45%0.02%142,84419,92516.21%8,083,541Mar 31, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC0.06%0.38%18,94518,945100.00%1,072,000Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.12%0.00%38,74718,72393.50%2,192,693Mar 31, 2024

As of Mar 31 2024, SJW Group's largest institutional buyer is NUANCE INVESTMENTS, LLC. The company purchased 211.64K stocks of SJW, valued at $75.37M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL RESEARCH GLOBAL INVESTORS----242,255-100.00%-Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.74%0.00%233,659-132,266-36.15%13,222,763Mar 31, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO----98,239-100.00%-Mar 31, 2024
AMUNDI3.46%0.03%1,093,918-64,941-5.60%60,969,520Mar 31, 2024
NORTHERN TRUST CORP1.19%0.00%375,369-57,952-13.37%21,242,132Mar 31, 2024
CERITY PARTNERS LLC4.94%0.23%1,559,769-50,722-3.15%88,267,339Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.07%0.00%22,371-42,538-65.53%1,265,975Mar 31, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.31%0.30%97,419-35,617-26.77%5,512,941Mar 31, 2024
JANE STREET GROUP, LLC0.02%0.00%6,589-28,669-81.31%372,872Mar 31, 2024
BARCLAYS PLC0.09%0.00%28,477-23,320-45.02%1,612,000Mar 31, 2024
STATE STREET CORP5.62%0.00%1,772,978-21,722-1.21%100,332,825Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)0.05%0.00%15,042-20,727-57.95%851,227Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.61%0.02%191,900-19,100-9.05%10,860,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.23%0.01%705,672-19,070-2.63%39,934,004Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----18,494-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----16,500-100.00%-Mar 31, 2024
HRT FINANCIAL LP----14,736-100.00%-Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----14,285-100.00%-Mar 31, 2024
FIRST MANHATTAN CO. LLC.0.38%0.02%121,193-13,245-9.85%6,858,311,000Mar 31, 2024
TWO SIGMA ADVISERS, LP0.07%0.00%21,400-13,100-37.97%1,211,026Mar 31, 2024

As of Mar 31 2024, SJW Group's biggest institutional seller is CAPITAL RESEARCH GLOBAL INVESTORS. The company sold -0.24M shares of SJW, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CONFLUENCE INVESTMENT MANAGEMENT LLC0.18%0.04%56,58856,588100.00%3,202,327Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.08%0.01%26,41726,417100.00%1,494,937Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%21,54821,548100.00%1,219,401Mar 31, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC0.06%0.38%18,94518,945100.00%1,072,000Mar 31, 2024
MARINER, LLC0.04%0.00%12,24812,248100.00%693,134,000Mar 31, 2024
BOSTON PARTNERS0.03%0.00%10,55110,551100.00%597,080Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.03%0.13%10,39810,398100.00%588,423Mar 31, 2024
UNISUPER MANAGEMENT PTY LTD0.03%0.00%8,3928,392100.00%474,903Mar 31, 2024
MQS MANAGEMENT LLC0.02%0.19%5,9585,958100.00%337,163Mar 31, 2024
NUMERAI GP LLC0.02%0.13%5,4485,448100.00%308,302Mar 31, 2024
ONE CAPITAL MANAGEMENT, LLC0.02%0.01%5,4375,437100.00%307,679Mar 31, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.01%0.00%4,6004,600100.00%260,314Mar 31, 2024
CANVAS WEALTH ADVISORS, LLC0.01%0.08%4,4674,467100.00%234,786Mar 31, 2024
CETERA ADVISORS LLC0.01%0.00%4,3654,365100.00%247,042Mar 31, 2024
CENTIVA CAPITAL, LP0.01%0.01%4,1574,157100.00%235,245Mar 31, 2024
HSBC HOLDINGS PLC0.01%0.00%3,5443,544100.00%200,555Mar 31, 2024
HANSON & DOREMUS INVESTMENT MANAGEMENT0.00%0.00%200200100.00%11,000Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.00%132132100.00%7,460Mar 31, 2024
RISE ADVISORS, LLC0.00%0.00%8585100.00%4,810Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.0.00%0.00%5959100.00%3,351,000Mar 31, 2024
COVESTOR LTD-0.00%1010100.00%1,000Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--66100.00%339Mar 31, 2024
FARTHER FINANCE ADVISORS, LLC--22100.00%112,000Mar 31, 2024

SJW Group's largest new institutional shareholder by number of shares is CONFLUENCE INVESTMENT MANAGEMENT LLC, purchased 56.59K shares, valued at $3.20M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL RESEARCH GLOBAL INVESTORS----242,255-100.00%-Mar 31, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO----98,239-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----18,494-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----16,500-100.00%-Mar 31, 2024
HRT FINANCIAL LP----14,736-100.00%-Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----14,285-100.00%-Mar 31, 2024
TORTOISE CAPITAL ADVISORS, L.L.C.----10,164-100.00%-Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.----7,640-100.00%-Mar 31, 2024
SHELL ASSET MANAGEMENT CO----7,004-100.00%-Mar 31, 2024
VIRTUS INVESTMENT ADVISERS, INC.----6,970-100.00%-Mar 31, 2024
JANNEY MONTGOMERY SCOTT LLC----3,707-100.00%-Mar 31, 2024
CI PRIVATE WEALTH, LLC----3,440-100.00%-Mar 31, 2024
INCEPTIONR LLC----3,373-100.00%-Mar 31, 2024
MARSHALL WACE, LLP----3,154-100.00%-Mar 31, 2024
GLENMEDE TRUST CO NA----3,071-100.00%-Mar 31, 2024
ENTRYPOINT CAPITAL, LLC----733-100.00%-Mar 31, 2024
C M BIDWELL & ASSOCIATES LTD----530-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----388-100.00%-Mar 31, 2024
RATIONAL ADVISORS LLC----289-100.00%-Mar 31, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.----221-100.00%-Mar 31, 2024
PRIVATE OCEAN, LLC----137-100.00%-Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO----100-100.00%-Mar 31, 2024
LGT FINANCIAL ADVISORS LLC----48-100.00%-Mar 31, 2024
RONALD BLUE TRUST, INC.----45-100.00%-Mar 31, 2024
PLANNED SOLUTIONS, INC.----16-100.00%-Mar 31, 2024

SJW Group's largest sold out institutional shareholder by shares sold is CAPITAL RESEARCH GLOBAL INVESTORS, sold -0.24M shares, valued at -, as of undefined.

SJW Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
GABELLI UTILITIES FUND0.12%86,000-8,000-8.51%Dec 29, 2023
NUVEEN INVESTMENT TRUST0.10%39,157-776-1.94%Dec 31, 2023
TETON WESTWOOD FUNDS0.10%62,304--Dec 29, 2023
GABELLI UTILITY TRUST0.07%29,000--Dec 29, 2023
CRM Mutual Fund Trust0.07%22,337-911-3.92%Dec 31, 2023
Humankind Benefit Corp0.07%1,507372.52%Dec 31, 2023
T. Rowe Price Small-Cap Stock Fund, Inc.0.06%232,198--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.04%20,206--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.04%176,64725,17116.62%Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%354,038-49,404-12.25%Jan 31, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.03%134--Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.03%18,7204262.33%Feb 29, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.03%220,920--Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.03%29,043-3,972-12.03%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.03%271,041-3,546-1.29%Dec 31, 2023
SYNTAX ETF TRUST0.02%796-137-14.68%Dec 31, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.02%14,540-61-0.42%Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.02%108,338--Dec 31, 2023
FRONTIER FUNDS, INC.0.02%7,267-554-7.08%Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%33,53733,537-Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.01%36,202--Dec 31, 2023
GABELLI DIVIDEND & INCOME TRUST0.01%22,000--Dec 29, 2023
PFM Multi-Manager Series Trust0.01%9,348--Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%4,8891402.95%Dec 31, 2023
GABELLI EQUITY SERIES FUNDS INC0.01%8,000--Dec 29, 2023
CALVERT IMPACT FUND INC0.01%103,863-14,937-12.57%Dec 31, 2023
abrdn Funds0.01%131,644--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%58,1684,2297.84%Dec 31, 2023
ROYCE FUND0.01%53,520--Dec 31, 2023
Vericimetry Funds0.01%840--Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 120.01%7,000--Jan 31, 2024
T. Rowe Price Equity Funds, Inc.0.01%116,924--Dec 31, 2023
GABELLI GLOBAL UTILITY & INCOME TRUST0.01%1,000--Dec 29, 2023
BNY Mellon Strategic Funds, Inc.0.01%12,255--Mar 31, 2024
FIDELITY ADVISOR SERIES VII0.00%42,373--Jan 31, 2024
AllianzGI Institutional Multi-Series Trust0.00%595--Sep 30, 2020
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.00%4,960--Feb 29, 2024
DEUTSCHE DWS VARIABLE SERIES I0.00%1,936--Dec 31, 2023
Principal Diversified Select Real Asset Fund0.00%2,238--Dec 31, 2023
Virtus Strategy Trust0.00%98,239--Dec 29, 2023
VANGUARD INDEX FUNDS0.00%1,739,536472,63237.31%Dec 31, 2023
SMALLCAP WORLD FUND INC0.00%242,255--Dec 31, 2023
Victory Portfolios II0.00%213,7783,4611.65%Dec 31, 2023
EXCHANGE TRADED CONCEPTS TRUST0.00%20,0549284.85%Feb 29, 2024
CLEARWATER INVESTMENT TRUST0.00%31,421--Dec 29, 2023
FIRST TRUST SERIES FUND0.00%10,514--Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.00%164,8891,5590.95%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%678--Dec 31, 2023
Fidelity Central Investment Portfolios LLC0.00%52,485--Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND II0.00%15,538-122-0.78%Dec 31, 2023
Advisors' Inner Circle Fund III0.00%33,4686,64624.78%Jan 31, 2024
IndexIQ ETF Trust0.00%4,278-294-6.43%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%149,785-168,394-52.92%Jan 31, 2024
Harbor ETF Trust0.00%7,6802,26241.75%Jan 31, 2024
VANGUARD WHITEHALL FUNDS0.00%140,926-2,392-1.67%Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.00%5,504--Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%94,902--Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%5,4793446.70%Jan 31, 2024
Calvert Variable Products, Inc.0.00%3,3072257.30%Dec 31, 2023
T. Rowe Price Spectrum Funds II, Inc.0.00%18,474--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%256,8789,1293.68%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%208,96612,2226.21%Feb 29, 2024
Nushares ETF Trust0.00%8,1488,148-Jan 31, 2024
Principal Exchange-Traded Funds0.00%12,989-10,983-45.82%Mar 31, 2024
SHELTON FUNDS0.00%1,353-167-10.99%Feb 29, 2024
VANGUARD WORLD FUND0.00%189,2276,1143.34%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%19,725--Dec 31, 2023
VANGUARD TAX-MANAGED FUNDS0.00%227,0076680.30%Dec 31, 2023
STEWARD FUNDS, INC.0.00%1,510-139-8.43%Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%637,569152,96931.57%Jan 31, 2024
PROSHARES TRUST0.00%119,778-6,659-5.27%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%5,8921,52935.04%Dec 31, 2023
FIDELITY COVINGTON TRUST0.00%6,033-1-0.02%Feb 29, 2024
SunAmerica Specialty Series0.00%218--Apr 30, 2021
Voya VARIABLE PORTFOLIOS INC0.00%12,7362902.33%Dec 31, 2023
Catholic Responsible Investments Funds0.00%15,125-180-1.18%Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%6,826--Feb 29, 2024
GOLDMAN SACHS TRUST0.00%62,832--Feb 29, 2024
Fidelity Commonwealth Trust II0.00%2,485--Aug 31, 2023
PRUDENTIAL SERIES FUND0.00%30,835-250-0.80%Dec 29, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,579-80-4.82%Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%18,804-320-1.67%Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 90.00%7,096--Jan 31, 2024
Dimensional ETF Trust0.00%149,57226,20721.24%Jan 31, 2024
SEASONS SERIES TRUST0.00%7,764-897-10.36%Dec 31, 2023
PRAXIS MUTUAL FUNDS0.00%3,530-7,740-68.68%Dec 31, 2023
Invesco Exchange-Traded Fund Trust II0.00%83,233-782-0.93%Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%183-17-8.50%Sep 30, 2023
THRIVENT SERIES FUND INC0.00%25,894-553-2.09%Dec 29, 2023
HARTFORD MUTUAL FUNDS II INC0.00%37,136-2,792-6.99%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%97212715.03%Dec 31, 2023
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.00%3,038-198-6.12%Jan 31, 2024
Virtus Investment Trust0.00%6,970--Dec 29, 2023
SA FUNDS INVESTMENT TRUST0.00%2,989--Dec 31, 2023
TIAA-CREF LIFE FUNDS0.00%505--Dec 31, 2023
FLEXSHARES TRUST0.00%13,431-117,490-89.74%Jan 31, 2024
NEW COVENANT FUNDS0.00%716--Dec 31, 2023
Dunham Funds0.00%9,7916677.31%Jan 31, 2024
T. Rowe Price Equity Series, Inc.0.00%229--Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS0.00%14,1931,2139.35%Feb 29, 2024

SJW Group's largest mutual fund holder by % of total assets is "GABELLI UTILITIES FUND", owning 86.00K shares, compromising 0.12% of its total assets.

SJW Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24132-41.33%
31 Dec, 232253.69%
30 Sep, 232170.93%
30 Jun, 232152.38%
31 Mar, 23210-1.41%
31 Dec, 2221322.41%
30 Sep, 22174-1.69%
30 Jun, 22177-1.12%
31 Mar, 221791.70%
31 Dec, 2117614.29%
30 Sep, 211546.94%
30 Jun, 21144-8.28%
31 Mar, 21157-1.26%
31 Dec, 201593.92%
30 Sep, 20153-1.92%
30 Jun, 20156-1.89%
31 Mar, 20159-3.05%
31 Dec, 19164-4.65%
30 Sep, 191726.83%
30 Jun, 19161-2.42%
31 Mar, 19165-5.17%
31 Dec, 1817424.29%
30 Sep, 18140-4.11%
30 Jun, 18146-5.81%
31 Mar, 181551.31%
31 Dec, 171534.79%
30 Sep, 171462.10%
30 Jun, 17143-4.03%
31 Mar, 171492.05%
31 Dec, 1614614.06%
30 Sep, 16128-5.88%
30 Jun, 16136-2.86%
31 Mar, 1614025.00%
31 Dec, 15112-3.45%
30 Sep, 151161.75%
30 Jun, 15114-6.56%
31 Mar, 151227.02%
31 Dec, 1411415.15%
30 Sep, 1499-1.00%
30 Jun, 1410012.36%
31 Mar, 14891.14%
31 Dec, 13883.53%
30 Sep, 13852.41%
30 Jun, 1383219.23%
31 Mar, 1326-10.34%
31 Dec, 12293.57%
30 Sep, 1228-20.00%
30 Jun, 123534.62%
31 Mar, 1226-
31 Dec, 112618.18%
30 Sep, 1122-12.00%
30 Jun, 11258.70%
31 Mar, 1123-
31 Dec, 10239.52%
30 Sep, 1021-4.55%
30 Jun, 10224.76%
31 Mar, 102110.53%
31 Dec, 0919-
30 Sep, 0919-13.64%
30 Jun, 0922-4.35%
31 Mar, 09239.52%
31 Dec, 08215.00%
30 Sep, 082033.33%
30 Jun, 0815-21.05%
31 Mar, 0819-9.52%
31 Dec, 072110.53%
30 Sep, 07195.56%
30 Jun, 0718-
31 Mar, 0718-
31 Dec, 061863.64%
30 Sep, 061137.50%
30 Jun, 068-
31 Mar, 068-
31 Dec, 05833.33%
30 Sep, 056-
30 Jun, 056-25.00%
31 Mar, 05814.29%
31 Dec, 04775.00%
30 Sep, 04433.33%
30 Jun, 043-57.14%
31 Mar, 047-
31 Dec, 037-
30 Sep, 03740.00%
30 Jun, 035-
31 Mar, 035-16.67%
31 Dec, 026100.00%
30 Sep, 023-25.00%
30 Jun, 024-20.00%
31 Mar, 02566.67%
31 Dec, 013-25.00%
30 Sep, 014-
30 Jun, 014-20.00%
31 Mar, 015-16.67%
31 Dec, 00620.00%
30 Sep, 005-
30 Jun, 00525.00%
31 Mar, 004100.00%
31 Dec, 992-
30 Sep, 992-
30 Jun, 992-
31 Mar, 992-

As of 31 Mar 24, 132 institutions are holding SJW Group's shares, representing a decrease of -41.33% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2415,404,759-36.85%
31 Dec, 2324,393,2100.56%
30 Sep, 2324,256,771-2.75%
30 Jun, 2324,942,202-2.03%
31 Mar, 2325,457,7800.36%
31 Dec, 2225,366,08215.28%
30 Sep, 2222,003,7730.42%
30 Jun, 2221,911,8401.53%
31 Mar, 2221,582,447-0.24%
31 Dec, 2121,634,508-2.83%
30 Sep, 2122,263,9114.39%
30 Jun, 2121,328,4600.57%
31 Mar, 2121,206,8945.40%
31 Dec, 2020,119,8560.53%
30 Sep, 2020,014,698-0.47%
30 Jun, 2020,110,1122.82%
31 Mar, 2019,559,080-1.41%
31 Dec, 1919,838,5152.56%
30 Sep, 1919,343,548-0.88%
30 Jun, 1919,515,040-0.19%
31 Mar, 1919,551,5303.92%
31 Dec, 1818,813,45161.16%
30 Sep, 1811,673,794-4.89%
30 Jun, 1812,273,3514.89%
31 Mar, 1811,700,8162.46%
31 Dec, 1711,420,2911.06%
30 Sep, 1711,300,98415.53%
30 Jun, 179,781,5035.64%
31 Mar, 179,258,9261.84%
31 Dec, 169,091,788-3.66%
30 Sep, 169,437,5392.41%
30 Jun, 169,215,517-3.89%
31 Mar, 169,588,2555.46%
31 Dec, 159,091,412-1.52%
30 Sep, 159,232,020-15.98%
30 Jun, 1510,987,282-0.39%
31 Mar, 1511,030,751-0.85%
31 Dec, 1411,125,4891.68%
30 Sep, 1410,941,2780.72%
30 Jun, 1410,863,239-0.29%
31 Mar, 1410,895,3310.81%
31 Dec, 1310,807,9400.49%
30 Sep, 1310,755,7051.13%
30 Jun, 1310,635,386321.71%
31 Mar, 132,521,969-12.97%
31 Dec, 122,897,94715.08%
30 Sep, 122,518,223-25.07%
30 Jun, 123,360,5972.22%
31 Mar, 123,287,611-3.00%
31 Dec, 113,389,45313.95%
30 Sep, 112,974,433-20.53%
30 Jun, 113,742,80219.97%
31 Mar, 113,119,70435.74%
31 Dec, 102,298,262-4.15%
30 Sep, 102,397,808-5.82%
30 Jun, 102,545,91916.13%
31 Mar, 102,192,31258.65%
31 Dec, 091,381,847-4.52%
30 Sep, 091,447,23429.92%
30 Jun, 091,113,9792.65%
31 Mar, 091,085,245-46.18%
31 Dec, 082,016,3109.46%
30 Sep, 081,842,037161.01%
30 Jun, 08705,734-4.05%
31 Mar, 08735,53548.01%
31 Dec, 07496,936-37.89%
30 Sep, 07800,15413.46%
30 Jun, 07705,22533.94%
31 Mar, 07526,517-2.87%
31 Dec, 06542,093120.12%
30 Sep, 06246,267-28.02%
30 Jun, 06342,11660.04%
31 Mar, 06213,76489.11%
31 Dec, 05113,036128.86%
30 Sep, 0549,39110.05%
30 Jun, 0544,882-59.60%
31 Mar, 05111,0970.91%
31 Dec, 04110,09322.64%
30 Sep, 0489,7709.00%
30 Jun, 0482,357-47.91%
31 Mar, 04158,115268.93%
31 Dec, 0342,858-14.82%
30 Sep, 0350,316176.43%
30 Jun, 0318,202-40.80%
31 Mar, 0330,745-7.02%
31 Dec, 0233,068126.03%
30 Sep, 0214,630-16.06%
30 Jun, 0217,430-21.74%
31 Mar, 0222,27278.58%
31 Dec, 0112,472-1.11%
30 Sep, 0112,612-66.72%
30 Jun, 0137,895150.69%
31 Mar, 0115,116-31.11%
31 Dec, 0021,94235.14%
30 Sep, 0016,2375.82%
30 Jun, 0015,34496.11%
31 Mar, 007,824150.93%
31 Dec, 993,118-90.77%
30 Sep, 9933,788-27.84%
30 Jun, 9946,8211.81%
31 Mar, 9945,989-

SJW Group (SJW) has 15.40M shares outstanding as of 31 Mar 24, down -36.85% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2448.79%0.83%
31 Dec, 2376.56%1.29%
30 Sep, 2377.01%1.18%
30 Jun, 2380.62%1.19%
31 Mar, 2382.29%1.19%
31 Dec, 2283.23%1.57%
30 Sep, 2272.69%1.38%
30 Jun, 2272.45%1.42%
31 Mar, 2271.41%1.34%
31 Dec, 2173.09%1.31%
30 Sep, 2174.67%1.46%
30 Jun, 2171.57%1.33%
31 Mar, 2173.47%1.48%
31 Dec, 2070.54%1.43%
30 Sep, 2070.14%1.41%
30 Jun, 2070.54%1.50%
31 Mar, 2068.65%1.41%
31 Dec, 1969.72%1.51%
30 Sep, 1967.99%1.44%
30 Jun, 1968.62%1.45%
31 Mar, 1968.79%1.03%
31 Dec, 1881.60%2.55%
30 Sep, 1856.59%1.59%
30 Jun, 1859.60%1.84%
31 Mar, 1856.91%1.83%
31 Dec, 1755.69%1.84%
30 Sep, 1755.08%2.42%
30 Jun, 1747.71%2.34%
31 Mar, 1745.20%2.28%
31 Dec, 1644.48%2.09%
30 Sep, 1646.14%2.27%
30 Jun, 1645.09%2.04%
31 Mar, 1646.97%2.36%
31 Dec, 1544.61%2.17%
30 Sep, 1545.31%1.56%
30 Jun, 1553.97%1.83%
31 Mar, 1554.27%1.79%
31 Dec, 1455.00%1.88%
30 Sep, 1454.08%1.87%
30 Jun, 1453.74%1.85%
31 Mar, 1453.95%1.81%
31 Dec, 1354.65%1.92%
30 Sep, 1353.37%1.90%
30 Jun, 1352.98%29.10%
31 Mar, 1313.49%5.58%
31 Dec, 1215.55%8.53%
30 Sep, 1213.50%4.15%
30 Jun, 1218.04%5.78%
31 Mar, 1217.66%5.33%
31 Dec, 1118.21%7.11%
30 Sep, 1116.00%3.94%
30 Jun, 1120.15%7.14%
31 Mar, 1116.80%10.92%
31 Dec, 1012.40%7.41%
30 Sep, 1012.94%6.85%
30 Jun, 1013.74%9.80%
31 Mar, 1011.84%21.26%
31 Dec, 097.46%12.18%
30 Sep, 097.83%21.54%
30 Jun, 096.03%17.46%
31 Mar, 095.88%4.93%
31 Dec, 0810.92%10.92%
30 Sep, 0810.00%67.99%
30 Jun, 083.83%23.94%
31 Mar, 084.00%54.48%
31 Dec, 072.71%14.26%
30 Sep, 074.36%29.44%
30 Jun, 073.85%46.49%
31 Mar, 072.88%32.79%
31 Dec, 062.96%163.17%
30 Sep, 061.35%38.43%
30 Jun, 061.87%136.80%
31 Mar, 061.17%305.66%
31 Dec, 050.62%846.65%
30 Sep, 050.27%448.13%
30 Jun, 050.25%66.44%
31 Mar, 050.61%167.50%
31 Dec, 040.60%245.79%
30 Sep, 040.50%240.20%
30 Jun, 040.45%60.62%
31 Mar, 040.87%1572.59%
31 Dec, 030.23%309.11%
30 Sep, 030.28%2776.10%
30 Jun, 030.10%351.75%
31 Mar, 030.17%513.70%
31 Dec, 020.18%2813.59%
30 Sep, 020.08%881.76%
30 Jun, 020.10%651.40%
31 Mar, 020.12%2594.73%
31 Dec, 010.07%1433.19%
30 Sep, 010.07%160.46%
30 Jun, 010.21%3031.20%
31 Mar, 010.08%573.61%
31 Dec, 000.12%1519.01%
30 Sep, 000.09%1272.25%
30 Jun, 000.08%4561.92%
31 Mar, 000.04%14674.27%
31 Dec, 990.02%49.92%
30 Sep, 990.18%281.55%
30 Jun, 990.26%404.49%
31 Mar, 990.25%-

As of 31 Mar 24, SJW Group is held by 48.79% institutional shareholders, representing a 0.83% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2470-35.19%
31 Dec, 23108-14.96%
30 Sep, 231276.72%
30 Jun, 2311922.68%
31 Mar, 2397-24.81%
31 Dec, 2212941.76%
30 Sep, 229119.74%
30 Jun, 2276-16.48%
31 Mar, 2291-4.21%
31 Dec, 219521.79%
30 Sep, 2178-1.27%
30 Jun, 2179-10.23%
31 Mar, 21888.64%
31 Dec, 208130.65%
30 Sep, 2062-18.42%
30 Jun, 20767.04%
31 Mar, 2071-21.98%
31 Dec, 19912.25%
30 Sep, 1989-
30 Jun, 19893.49%
31 Mar, 1986-21.10%
31 Dec, 1810962.69%
30 Sep, 1867-4.29%
30 Jun, 1870-2.78%
31 Mar, 1872-1.37%
31 Dec, 17731.39%
30 Sep, 177218.03%
30 Jun, 1761-20.78%
31 Mar, 1777-2.53%
31 Dec, 167964.58%
30 Sep, 1648-22.58%
30 Jun, 1662-25.30%
31 Mar, 168388.64%
31 Dec, 1544-27.87%
30 Sep, 15611.67%
30 Jun, 1560-
31 Mar, 156015.38%
31 Dec, 145236.84%
30 Sep, 1438-17.39%
30 Jun, 144648.39%
31 Mar, 1431-26.19%
31 Dec, 1342-2.33%
30 Sep, 1343-37.68%
30 Jun, 1369360.00%
31 Mar, 13157.14%
31 Dec, 1214-12.50%
30 Sep, 1216-20.00%
30 Jun, 122081.82%
31 Mar, 1211-21.43%
31 Dec, 1114100.00%
30 Sep, 117-53.33%
30 Jun, 111525.00%
31 Mar, 1112-7.69%
31 Dec, 101344.44%
30 Sep, 109-25.00%
30 Jun, 101220.00%
31 Mar, 1010-
31 Dec, 091011.11%
30 Sep, 099-30.77%
30 Jun, 0913-13.33%
31 Mar, 09157.14%
31 Dec, 081427.27%
30 Sep, 081137.50%
30 Jun, 088-27.27%
31 Mar, 081110.00%
31 Dec, 0710-9.09%
30 Sep, 071110.00%
30 Jun, 071025.00%
31 Mar, 078-33.33%
31 Dec, 061271.43%
30 Sep, 06740.00%
30 Jun, 065-37.50%
31 Mar, 068300.00%
31 Dec, 052-
30 Sep, 052-50.00%
30 Jun, 05433.33%
31 Mar, 053-40.00%
31 Dec, 045150.00%
30 Sep, 042-
30 Jun, 04--100.00%
31 Mar, 047133.33%
31 Dec, 033-40.00%
30 Sep, 035150.00%
30 Jun, 032-33.33%
31 Mar, 033-40.00%
31 Dec, 025150.00%
30 Sep, 022100.00%
30 Jun, 021-75.00%
31 Mar, 02433.33%
31 Dec, 013-
30 Sep, 01350.00%
30 Jun, 012-
31 Mar, 012-
31 Dec, 002-
30 Sep, 002-
30 Jun, 002-50.00%
31 Mar, 004100.00%
31 Dec, 992-
30 Sep, 992100.00%
30 Jun, 991-50.00%
31 Mar, 992-

70 institutional shareholders have increased their position in SJW stock as of 31 Mar 24 compared to 108 in the previous quarter (a -35.19% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2444-48.24%
31 Dec, 238539.34%
30 Sep, 2361-1.61%
30 Jun, 2362-24.39%
31 Mar, 238232.26%
31 Dec, 226214.81%
30 Sep, 2254-29.87%
30 Jun, 227728.33%
31 Mar, 22605.26%
31 Dec, 215726.67%
30 Sep, 21452.27%
30 Jun, 2144-2.22%
31 Mar, 2145-18.18%
31 Dec, 2055-6.78%
30 Sep, 205911.32%
30 Jun, 2053-17.19%
31 Mar, 206445.45%
31 Dec, 1944-13.73%
30 Sep, 195110.87%
30 Jun, 1946-6.12%
31 Mar, 194928.95%
31 Dec, 18385.56%
30 Sep, 1836-28.00%
30 Jun, 18502.04%
31 Mar, 1849-14.04%
31 Dec, 175742.50%
30 Sep, 1740-18.37%
30 Jun, 174925.64%
31 Mar, 1739-15.22%
31 Dec, 1646-6.12%
30 Sep, 16496.52%
30 Jun, 164639.39%
31 Mar, 1633-19.51%
31 Dec, 154141.38%
30 Sep, 1529-14.71%
30 Jun, 1534-8.11%
31 Mar, 1537-7.50%
31 Dec, 14408.11%
30 Sep, 14375.71%
30 Jun, 14356.06%
31 Mar, 143337.50%
31 Dec, 1324-
30 Sep, 1324166.67%
30 Jun, 139125.00%
31 Mar, 134-55.56%
31 Dec, 12980.00%
30 Sep, 125-16.67%
30 Jun, 12620.00%
31 Mar, 125-16.67%
31 Dec, 116-25.00%
30 Sep, 118100.00%
30 Jun, 114-33.33%
31 Mar, 11620.00%
31 Dec, 105-37.50%
30 Sep, 10833.33%
30 Jun, 106-
31 Mar, 106200.00%
31 Dec, 092-50.00%
30 Sep, 094-20.00%
30 Jun, 09525.00%
31 Mar, 09433.33%
31 Dec, 083-40.00%
30 Sep, 085-16.67%
30 Jun, 086200.00%
31 Mar, 082-50.00%
31 Dec, 074-
30 Sep, 074100.00%
30 Jun, 072-33.33%
31 Mar, 073-
31 Dec, 063200.00%
30 Sep, 061-66.67%
30 Jun, 063-
31 Mar, 06--100.00%
31 Dec, 05433.33%
30 Sep, 05350.00%
30 Jun, 052-33.33%
31 Mar, 053-
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 043-
31 Mar, 04--100.00%
31 Dec, 033200.00%
30 Sep, 031-50.00%
30 Jun, 032-
31 Mar, 03--
31 Dec, 02--
30 Sep, 02--100.00%
30 Jun, 022-
31 Mar, 02--
31 Dec, 01--
30 Sep, 01--100.00%
30 Jun, 011-50.00%
31 Mar, 012100.00%
31 Dec, 001-
30 Sep, 001-
30 Jun, 00--
31 Mar, 00--
31 Dec, 99--
30 Sep, 99--100.00%
30 Jun, 991-
31 Mar, 99--

44 institutional shareholders have reduced their position in SJW stock as of 31 Mar 24 compared to 85 in the previous quarter (a -48.24% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24132-41.33%15,404,759-36.85%48.79%0.83%70-35.19%44-48.24%
31 Dec, 232253.69%24,393,2100.56%76.56%1.29%108-14.96%8539.34%
30 Sep, 232170.93%24,256,771-2.75%77.01%1.18%1276.72%61-1.61%
30 Jun, 232152.38%24,942,202-2.03%80.62%1.19%11922.68%62-24.39%
31 Mar, 23210-1.41%25,457,7800.36%82.29%1.19%97-24.81%8232.26%
31 Dec, 2221322.41%25,366,08215.28%83.23%1.57%12941.76%6214.81%
30 Sep, 22174-1.69%22,003,7730.42%72.69%1.38%9119.74%54-29.87%
30 Jun, 22177-1.12%21,911,8401.53%72.45%1.42%76-16.48%7728.33%
31 Mar, 221791.70%21,582,447-0.24%71.41%1.34%91-4.21%605.26%
31 Dec, 2117614.29%21,634,508-2.83%73.09%1.31%9521.79%5726.67%
30 Sep, 211546.94%22,263,9114.39%74.67%1.46%78-1.27%452.27%
30 Jun, 21144-8.28%21,328,4600.57%71.57%1.33%79-10.23%44-2.22%
31 Mar, 21157-1.26%21,206,8945.40%73.47%1.48%888.64%45-18.18%
31 Dec, 201593.92%20,119,8560.53%70.54%1.43%8130.65%55-6.78%
30 Sep, 20153-1.92%20,014,698-0.47%70.14%1.41%62-18.42%5911.32%
30 Jun, 20156-1.89%20,110,1122.82%70.54%1.50%767.04%53-17.19%
31 Mar, 20159-3.05%19,559,080-1.41%68.65%1.41%71-21.98%6445.45%
31 Dec, 19164-4.65%19,838,5152.56%69.72%1.51%912.25%44-13.73%
30 Sep, 191726.83%19,343,548-0.88%67.99%1.44%89-5110.87%
30 Jun, 19161-2.42%19,515,040-0.19%68.62%1.45%893.49%46-6.12%
31 Mar, 19165-5.17%19,551,5303.92%68.79%1.03%86-21.10%4928.95%
31 Dec, 1817424.29%18,813,45161.16%81.60%2.55%10962.69%385.56%
30 Sep, 18140-4.11%11,673,794-4.89%56.59%1.59%67-4.29%36-28.00%
30 Jun, 18146-5.81%12,273,3514.89%59.60%1.84%70-2.78%502.04%
31 Mar, 181551.31%11,700,8162.46%56.91%1.83%72-1.37%49-14.04%
31 Dec, 171534.79%11,420,2911.06%55.69%1.84%731.39%5742.50%
30 Sep, 171462.10%11,300,98415.53%55.08%2.42%7218.03%40-18.37%
30 Jun, 17143-4.03%9,781,5035.64%47.71%2.34%61-20.78%4925.64%
31 Mar, 171492.05%9,258,9261.84%45.20%2.28%77-2.53%39-15.22%
31 Dec, 1614614.06%9,091,788-3.66%44.48%2.09%7964.58%46-6.12%
30 Sep, 16128-5.88%9,437,5392.41%46.14%2.27%48-22.58%496.52%
30 Jun, 16136-2.86%9,215,517-3.89%45.09%2.04%62-25.30%4639.39%
31 Mar, 1614025.00%9,588,2555.46%46.97%2.36%8388.64%33-19.51%
31 Dec, 15112-3.45%9,091,412-1.52%44.61%2.17%44-27.87%4141.38%
30 Sep, 151161.75%9,232,020-15.98%45.31%1.56%611.67%29-14.71%
30 Jun, 15114-6.56%10,987,282-0.39%53.97%1.83%60-34-8.11%
31 Mar, 151227.02%11,030,751-0.85%54.27%1.79%6015.38%37-7.50%
31 Dec, 1411415.15%11,125,4891.68%55.00%1.88%5236.84%408.11%
30 Sep, 1499-1.00%10,941,2780.72%54.08%1.87%38-17.39%375.71%
30 Jun, 1410012.36%10,863,239-0.29%53.74%1.85%4648.39%356.06%
31 Mar, 14891.14%10,895,3310.81%53.95%1.81%31-26.19%3337.50%
31 Dec, 13883.53%10,807,9400.49%54.65%1.92%42-2.33%24-
30 Sep, 13852.41%10,755,7051.13%53.37%1.90%43-37.68%24166.67%
30 Jun, 1383219.23%10,635,386321.71%52.98%29.10%69360.00%9125.00%
31 Mar, 1326-10.34%2,521,969-12.97%13.49%5.58%157.14%4-55.56%
31 Dec, 12293.57%2,897,94715.08%15.55%8.53%14-12.50%980.00%
30 Sep, 1228-20.00%2,518,223-25.07%13.50%4.15%16-20.00%5-16.67%
30 Jun, 123534.62%3,360,5972.22%18.04%5.78%2081.82%620.00%
31 Mar, 1226-3,287,611-3.00%17.66%5.33%11-21.43%5-16.67%
31 Dec, 112618.18%3,389,45313.95%18.21%7.11%14100.00%6-25.00%
30 Sep, 1122-12.00%2,974,433-20.53%16.00%3.94%7-53.33%8100.00%
30 Jun, 11258.70%3,742,80219.97%20.15%7.14%1525.00%4-33.33%
31 Mar, 1123-3,119,70435.74%16.80%10.92%12-7.69%620.00%
31 Dec, 10239.52%2,298,262-4.15%12.40%7.41%1344.44%5-37.50%
30 Sep, 1021-4.55%2,397,808-5.82%12.94%6.85%9-25.00%833.33%
30 Jun, 10224.76%2,545,91916.13%13.74%9.80%1220.00%6-
31 Mar, 102110.53%2,192,31258.65%11.84%21.26%10-6200.00%
31 Dec, 0919-1,381,847-4.52%7.46%12.18%1011.11%2-50.00%
30 Sep, 0919-13.64%1,447,23429.92%7.83%21.54%9-30.77%4-20.00%
30 Jun, 0922-4.35%1,113,9792.65%6.03%17.46%13-13.33%525.00%
31 Mar, 09239.52%1,085,245-46.18%5.88%4.93%157.14%433.33%
31 Dec, 08215.00%2,016,3109.46%10.92%10.92%1427.27%3-40.00%
30 Sep, 082033.33%1,842,037161.01%10.00%67.99%1137.50%5-16.67%
30 Jun, 0815-21.05%705,734-4.05%3.83%23.94%8-27.27%6200.00%
31 Mar, 0819-9.52%735,53548.01%4.00%54.48%1110.00%2-50.00%
31 Dec, 072110.53%496,936-37.89%2.71%14.26%10-9.09%4-
30 Sep, 07195.56%800,15413.46%4.36%29.44%1110.00%4100.00%
30 Jun, 0718-705,22533.94%3.85%46.49%1025.00%2-33.33%
31 Mar, 0718-526,517-2.87%2.88%32.79%8-33.33%3-
31 Dec, 061863.64%542,093120.12%2.96%163.17%1271.43%3200.00%
30 Sep, 061137.50%246,267-28.02%1.35%38.43%740.00%1-66.67%
30 Jun, 068-342,11660.04%1.87%136.80%5-37.50%3-
31 Mar, 068-213,76489.11%1.17%305.66%8300.00%--100.00%
31 Dec, 05833.33%113,036128.86%0.62%846.65%2-433.33%
30 Sep, 056-49,39110.05%0.27%448.13%2-50.00%350.00%
30 Jun, 056-25.00%44,882-59.60%0.25%66.44%433.33%2-33.33%
31 Mar, 05814.29%111,0970.91%0.61%167.50%3-40.00%3-
31 Dec, 04775.00%110,09322.64%0.60%245.79%5150.00%--
30 Sep, 04433.33%89,7709.00%0.50%240.20%2---100.00%
30 Jun, 043-57.14%82,357-47.91%0.45%60.62%--100.00%3-
31 Mar, 047-158,115268.93%0.87%1572.59%7133.33%--100.00%
31 Dec, 037-42,858-14.82%0.23%309.11%3-40.00%3200.00%
30 Sep, 03740.00%50,316176.43%0.28%2776.10%5150.00%1-50.00%
30 Jun, 035-18,202-40.80%0.10%351.75%2-33.33%2-
31 Mar, 035-16.67%30,745-7.02%0.17%513.70%3-40.00%--
31 Dec, 026100.00%33,068126.03%0.18%2813.59%5150.00%--
30 Sep, 023-25.00%14,630-16.06%0.08%881.76%2100.00%--100.00%
30 Jun, 024-20.00%17,430-21.74%0.10%651.40%1-75.00%2-
31 Mar, 02566.67%22,27278.58%0.12%2594.73%433.33%--
31 Dec, 013-25.00%12,472-1.11%0.07%1433.19%3---
30 Sep, 014-12,612-66.72%0.07%160.46%350.00%--100.00%
30 Jun, 014-20.00%37,895150.69%0.21%3031.20%2-1-50.00%
31 Mar, 015-16.67%15,116-31.11%0.08%573.61%2-2100.00%
31 Dec, 00620.00%21,94235.14%0.12%1519.01%2-1-
30 Sep, 005-16,2375.82%0.09%1272.25%2-1-
30 Jun, 00525.00%15,34496.11%0.08%4561.92%2-50.00%--
31 Mar, 004100.00%7,824150.93%0.04%14674.27%4100.00%--
31 Dec, 992-3,118-90.77%0.02%49.92%2---
30 Sep, 992-33,788-27.84%0.18%281.55%2100.00%--100.00%
30 Jun, 992-46,8211.81%0.26%404.49%1-50.00%1-
31 Mar, 992-45,989-0.25%-2---

SJW Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 07, 2024Patla Craig Jofficer President of CTWSS-SaleSell1,400$55.62$77.87K3,300

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 07, 2024Patla Craig Jofficer President of CTWSS-SaleSell1,400$55.62$77.87K3,300
Mar 27, 2024Moniz-Witten Tanyaofficer President, San Jose Water Co.Sell----
Mar 04, 2024Brown Willie D. Jr.officer VP & Gen CounselF-InKindSell455$55.06$25.05K9,464
Mar 04, 2024Patla Craig Jofficer President of CTWSF-InKindSell77$55.06$4.24K8,447
Mar 04, 2024Walters Andrew Fofficer CFO & TreasurerF-InKindSell661$55.06$36.39K18,978
Mar 04, 2024Johnson A Kristenofficer Chief Administrative OfficerF-InKindSell661$55.06$36.39K24,993
Mar 04, 2024Thornburg Eric Wdirector, officer President & CEOF-InKindSell6,792$55.06$373.97K61,789
Feb 05, 2024Zerhouni Mohammed G.officer SVP of Fin., Prin. Acct. Ofcr.F-InKindSell137$60.35$8.27K3,567
Jan 30, 2024Walters Andrew Fofficer CFO & TreasurerF-InKindSell33$60.08$1.98K17,561
Jan 08, 2024Walters Andrew Fofficer CFO & TreasurerF-InKindSell186$64.37$11.97K17,594
Jan 08, 2024Brown Willie D. Jr.officer VP & Gen CounselF-InKindSell131$64.37$8.43K8,276

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 07, 2024Patla Craig Jofficer President of CTWSS-SaleSell1,400$55.62$77.87K3,300
May 01, 2024Moniz-Witten Tanyaofficer President, San Jose Water Co.A-AwardBuy9,367--11,637
Mar 27, 2024Moniz-Witten Tanyaofficer President, San Jose Water Co.A-AwardBuy2,270--2,270
Mar 27, 2024Moniz-Witten Tanyaofficer President, San Jose Water Co.Sell----
Mar 05, 2024Johnson A Kristenofficer Chief Administrative OfficerA-AwardBuy119--16,926
Mar 05, 2024Patla Craig Jofficer President of CTWSA-AwardBuy27--3,774
Mar 04, 2024Brown Willie D. Jr.officer VP & Gen CounselA-AwardBuy1,283--9,559
Mar 04, 2024Brown Willie D. Jr.officer VP & Gen CounselF-InKindSell455$55.06$25.05K9,464
Mar 04, 2024Patla Craig Jofficer President of CTWSA-AwardBuy243--8,524
Mar 04, 2024Patla Craig Jofficer President of CTWSF-InKindSell77$55.06$4.24K8,447
Mar 04, 2024Walters Andrew Fofficer CFO & TreasurerA-AwardBuy2,078--19,639
Mar 04, 2024Walters Andrew Fofficer CFO & TreasurerF-InKindSell661$55.06$36.39K18,978
Mar 04, 2024Johnson A Kristenofficer Chief Administrative OfficerA-AwardBuy2,078--25,654
Mar 04, 2024Johnson A Kristenofficer Chief Administrative OfficerF-InKindSell661$55.06$36.39K24,993
Mar 04, 2024Thornburg Eric Wdirector, officer President & CEOA-AwardBuy13,403--68,233
Mar 04, 2024Thornburg Eric Wdirector, officer President & CEOF-InKindSell6,792$55.06$373.97K61,789
Feb 05, 2024Zerhouni Mohammed G.officer SVP of Fin., Prin. Acct. Ofcr.F-InKindSell137$60.35$8.27K3,567
Jan 30, 2024Walters Andrew Fofficer CFO & TreasurerF-InKindSell33$60.08$1.98K17,561
Jan 08, 2024Walters Andrew Fofficer CFO & TreasurerF-InKindSell186$64.37$11.97K17,594
Jan 08, 2024Brown Willie D. Jr.officer VP & Gen CounselF-InKindSell131$64.37$8.43K8,276

The last insider sell of SJW Group's stock was made by Patla Craig J on May 07 2024, selling 1,400 shares at $55.62 per share (valued at $77.87K).

SJW Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202411100.00%
Q1 2024162080.00%
Q4 20232--
Q3 202332150.00%
Q2 202392450.00%
Q1 2023192286.36%
Q4 20223742.86%
Q3 202271700.00%
Q2 20221011000.00%
Q1 2022202290.91%
Q4 20213650.00%
Q3 20218--
Q2 2021122600.00%
Q1 20212115140.00%
Q4 202071163.64%
Q3 20207--
Q2 2020139144.44%
Q1 2020264459.09%
Q4 20192322104.55%
Q3 20195--

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by SJW Group's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023-1-
Q1 2023-1-
Q4 2022-4-
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021-2-
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020-5-
Q3 2020---
Q2 20201616.67%
Q1 202041921.05%
Q4 201991275.00%
Q3 20191--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of SJW Group's stocks.

SJW Group Peer Ownership


TickerCompany
ARTNAArtesian Resources Corporation
CWTCalifornia Water Service Group
AWKAmerican Water Works Company, Inc.
AWRAmerican States Water Company
WTRGEssential Utilities, Inc.
MSEXMiddlesex Water Company
YORWThe York Water Company
CWCOConsolidated Water Co. Ltd.

SJW Ownership FAQ


SJW Group is owned by institutional shareholders (48.79%), insiders (8.67%), and public (42.54%). The largest institutional shareholder of SJW Group is BLACKROCK INC. (17.94% of total shares) and the top mutual fund owner is GABELLI UTILITIES FUND (0.12% of total shares).

SJW Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, CERITY PARTNERS LLC, and NUANCE INVESTMENTS, LLC. The top five shareholders own together 40.53% of the company's share outstanding.

As of Mar 2024, there are 132 institutional shareholders of SJW Group.

BLACKROCK INC owns 5.66M shares of SJW Group, representing 17.94% of the company's total shares outstanding, valued at $320.47M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 2.47M shares of SJW Group (SJW), compromising 7.82% of the company, valued at $139.68M.

STATE STREET CORP is the third largest holder of SJW Group. The company owns 1.77M of the company's shares outstanding (worth $100.33M).