SJW Group Ownership | Who Owns SJW Group?


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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


TypeName% Inst% Insiders% Retail
StockSJW Group69.80%8.34%21.86%
SectorUtilities Stocks51.31%6.24%42.45%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de6.32M19.20%$310.86M
Blackrock5.63M17.54%$305.12M
Vanguard group2.62M7.96%$128.84M
State street1.65M5.14%$89.41M
Cerity partners1.46M4.44%$71.85M
First trust advisors lp1.32M4.01%$64.86M
Nuance investments1.26M3.82%$61.87M
Amundi1.20M3.74%$64.76M
Geode capital management745.62K2.27%$36.71M
Dimensional fund advisors lp694.81K2.11%$34.20M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Patrizia pty94.21K8.04%$5.11M
Nuance investments1.26M2.50%$61.87M
Keynote financial services43.88K1.66%$2.16M
Clean yield group74.71K1.17%$3.68M
Chatham capital group26.07K0.21%$1.28M
First national corp /ma/ /adv18.92K0.21%$931.19K
Thematics asset management96.25K0.21%$4.74M
Dark forest capital management lp23.55K0.17%$1.16M
Cerity partners1.46M0.16%$71.85M
Isam funds (uk)4.24K0.16%$208.59K

Top Buyers

HolderShares% AssetsChange
First trust advisors lp1.32M0.06%873.97K
Blackrock funding, inc. /de6.32M0.01%338.65K
Norges bank208.36K0.00%208.36K
Amundi1.20M0.02%104.67K
Jpmorgan chase153.69K0.00%87.26K

Top Sellers

HolderShares% AssetsChange
American century companies---448.97K
Millennium management39.57K0.00%-201.64K
Nuveen asset management234.43K0.00%-132.94K
State street1.65M0.00%-123.94K
Cramer rosenthal mcglynn---97.42K

New Positions

HolderShares% AssetsChangeValue
Norges bank208.36K0.00%208.36K$10.26M
Van lanschot kempen investment management49.40K0.02%49.40K$2.43M
New age alpha advisors42.25K0.08%42.25K$2.08M
Raymond james financial39.45K0.00%39.45K$1.94M
Susquehanna fundamental investments36.33K0.03%36.33K$1.79M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024224-9.68%22,961,485-9.91%691.16%118-5.60%78-8.24%
Sep 30, 20242487.83%25,487,3032.46%771.31%125-8514.86%
Jun 30, 2024227-0.44%24,813,5260.82%771.31%1249.73%73-15.12%
Mar 31, 2024228-0.87%24,612,1180.42%761.31%1132.73%86-
Dec 31, 20232304.55%24,508,5450.99%761.32%110-13.39%8638.71%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.93M5.74%1.13K
Vanguard Total Stock Mkt Idx Inv996.27K3.00%4.10K
Nuance Mid Cap Value Separate Account945.84K2.84%111.80K
iShares Russell 2000 ETF844.70K2.51%-16.48K
First Trust Value Line® Dividend ETF794.91K2.36%-1.92K
Nuance Mid Cap Value Institutional514.15K1.55%-116.55K
iShares US Infrastructure ETF485.21K1.44%351.00
Vanguard Institutional Extnd Mkt Idx Tr454.35K1.37%131.00
iShares Global Water ETF USD Dist450.90K1.34%-1.38K
KBI Water A GBP450.25K1.34%-25.65K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 22, 2024Hauk Bruce A Chief Operating OfficerSell$6.64K
May 07, 2024Patla Craig J President of CTWSSell$77.87K
May 03, 2023Guardino Carl-Sell$59.08K
Mar 27, 2023Patla Craig J President of CTWSSell$55.17K
Mar 02, 2020Gere Andrew President and COOBuy$1.97K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4--
2024 Q3-1
2024 Q2-1
2024 Q1--

SJW Ownership FAQ


Who owns the most shares of SJW Group?

SJW Group’s largest shareholders are Blackrock funding, inc. /de (6.32M shares, 19.20%), Blackrock (5.63M shares, 17.54%), and Vanguard group (2.62M shares, 7.96%). Together, they hold 44.70% of SJW Group’s total shares outstanding.

Does Blackrock own SJW Group?

Yes, BlackRock owns 17.54% of SJW Group, totaling 5.63M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 305.12M$. In the last quarter, BlackRock decreased its holdings by -35.67K shares, a -0.63% change.

Who is SJW Group’s biggest shareholder by percentage of total assets invested?

Patrizia pty is SJW Group’s biggest shareholder by percentage of total assets invested, with 8.04% of its assets in 94.21K SJW Group shares, valued at 5.11M$.

Who is the top mutual fund holder of SJW Group shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of SJW Group shares, with 5.74% of its total shares outstanding invested in 1.93M SJW Group shares.

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