SJW Group Ownership 2024 | Who Owns SJW Group Now?
Institutional Ownership
48.79%
Insider Ownership
8.71%
Retail Ownership
42.50%
Institutional Holders
132.00
SJW Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 17.94% | 0.01% | 5,663,090 | 38,675 | 0.69% | 320,474,289 | Mar 31, 2024 |
| VANGUARD GROUP INC | 7.82% | 0.00% | 2,468,345 | 2,600 | 0.11% | 139,683,644 | Mar 31, 2024 |
| STATE STREET CORP | 5.62% | 0.00% | 1,772,978 | -21,722 | -1.21% | 100,332,825 | Mar 31, 2024 |
| CERITY PARTNERS LLC | 4.94% | 0.23% | 1,559,769 | -50,722 | -3.15% | 88,267,339 | Mar 31, 2024 |
| NUANCE INVESTMENTS, LLC | 4.22% | 1.98% | 1,331,827 | 211,638 | 18.89% | 75,368,094 | Mar 31, 2024 |
| AMUNDI | 3.46% | 0.03% | 1,093,918 | -64,941 | -5.60% | 60,969,520 | Mar 31, 2024 |
| INVESCO LTD. | 2.58% | 0.01% | 815,654 | 126,094 | 18.29% | 46,157,861 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.23% | 0.01% | 705,672 | -19,070 | -2.63% | 39,934,004 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.13% | 0.00% | 671,250 | 16,193 | 2.47% | 37,991,093 | Mar 31, 2024 |
| KBC GROUP NV | 1.50% | 0.09% | 474,307 | -291 | -0.06% | 26,841,000 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.42% | 0.02% | 448,972 | 39,334 | 9.60% | 25,407,551 | Mar 31, 2024 |
| MORGAN STANLEY | 1.40% | 0.00% | 443,007 | 6,568 | 1.50% | 25,069,911 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 1.19% | 0.02% | 376,237 | 83,392 | 28.48% | 21,291,251 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.19% | 0.00% | 375,369 | -57,952 | -13.37% | 21,242,132 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.06% | 0.00% | 335,633 | -4,223 | -1.24% | 18,993,475 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.05% | 0.00% | 331,313 | 20,282 | 6.52% | 18,749,003 | Mar 31, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.85% | 0.02% | 267,867 | -1,748 | -0.65% | 15,158,593 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.75% | 0.00% | 237,482 | 123,021 | 107.48% | 13,439,107 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.74% | 0.00% | 233,659 | -132,266 | -36.15% | 13,222,763 | Mar 31, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.72% | 0.01% | 228,423 | 3,242 | 1.44% | 12,926,458 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PATRIZIA PTY LTD | 0.30% | 8.39% | 94,211 | 15,459 | 19.63% | 5,331,400 | Mar 31, 2024 |
| NUANCE INVESTMENTS, LLC | 4.22% | 1.98% | 1,331,827 | 211,638 | 18.89% | 75,368,094 | Mar 31, 2024 |
| FIRST NATIONAL CORP /MA/ /ADV | 0.08% | 0.40% | 24,775 | -78 | -0.31% | 1,619,036 | Mar 31, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.06% | 0.38% | 18,945 | 18,945 | 100.00% | 1,072,000 | Mar 31, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.31% | 0.30% | 97,419 | -35,617 | -26.77% | 5,512,941 | Mar 31, 2024 |
| CHATHAM CAPITAL GROUP, INC. | 0.08% | 0.27% | 26,232 | 2,700 | 11.47% | 1,484,469 | Mar 31, 2024 |
| CERITY PARTNERS LLC | 4.94% | 0.23% | 1,559,769 | -50,722 | -3.15% | 88,267,339 | Mar 31, 2024 |
| THEMATICS ASSET MANAGEMENT | 0.30% | 0.23% | 96,246 | - | - | 5,446,561 | Mar 31, 2024 |
| MQS MANAGEMENT LLC | 0.02% | 0.19% | 5,958 | 5,958 | 100.00% | 337,163 | Mar 31, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.08% | 0.17% | 26,315 | 7,735 | 41.63% | 1,489,166 | Mar 31, 2024 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.10% | 0.15% | 30,501 | 1,050 | 3.57% | 1,726,052 | Mar 31, 2024 |
| VERSOR INVESTMENTS LP | 0.04% | 0.15% | 12,823 | -500 | -3.75% | 725,654 | Mar 31, 2024 |
| CENTERBOOK PARTNERS LP | 0.11% | 0.13% | 34,245 | 20,169 | 143.29% | 1,937,925 | Mar 31, 2024 |
| NUMERAI GP LLC | 0.02% | 0.13% | 5,448 | 5,448 | 100.00% | 308,302 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.03% | 0.13% | 10,398 | 10,398 | 100.00% | 588,423 | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.14% | 0.12% | 42,840 | 42,840 | 100.00% | 2,424,316 | Mar 31, 2024 |
| KBC GROUP NV | 1.50% | 0.09% | 474,307 | -291 | -0.06% | 26,841,000 | Mar 31, 2024 |
| CANVAS WEALTH ADVISORS, LLC | 0.01% | 0.08% | 4,467 | 4,467 | 100.00% | 234,786 | Mar 31, 2024 |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 0.01% | 0.07% | 3,955 | - | - | 223,869 | Mar 31, 2024 |
| CIM INVESTMENT MANAGEMENT INC | 0.01% | 0.07% | 3,879 | - | - | 219,513 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NUANCE INVESTMENTS, LLC | 4.22% | 1.98% | 1,331,827 | 211,638 | 18.89% | 75,368,094 | Mar 31, 2024 |
| INVESCO LTD. | 2.58% | 0.01% | 815,654 | 126,094 | 18.29% | 46,157,861 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.75% | 0.00% | 237,482 | 123,021 | 107.48% | 13,439,107 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 1.19% | 0.02% | 376,237 | 83,392 | 28.48% | 21,291,251 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.32% | 0.01% | 102,279 | 71,917 | 236.87% | 5,787,969 | Mar 31, 2024 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.18% | 0.04% | 56,588 | 56,588 | 100.00% | 3,202,327 | Mar 31, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.32% | 0.01% | 100,087 | 54,960 | 121.79% | 5,663,923 | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.14% | 0.12% | 42,840 | 42,840 | 100.00% | 2,424,316 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.42% | 0.02% | 448,972 | 39,334 | 9.60% | 25,407,551 | Mar 31, 2024 |
| BLACKROCK INC. | 17.94% | 0.01% | 5,663,090 | 38,675 | 0.69% | 320,474,289 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.11% | 0.00% | 34,165 | 29,993 | 718.91% | 1,933,397 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.08% | 0.01% | 26,417 | 26,417 | 100.00% | 1,494,937 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.42% | 0.00% | 131,801 | 24,326 | 22.63% | 7,458,630 | Mar 31, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.41% | 0.02% | 129,492 | 22,149 | 20.63% | 7,327,952 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.00% | 21,548 | 21,548 | 100.00% | 1,219,401 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.05% | 0.00% | 331,313 | 20,282 | 6.52% | 18,749,003 | Mar 31, 2024 |
| CENTERBOOK PARTNERS LP | 0.11% | 0.13% | 34,245 | 20,169 | 143.29% | 1,937,925 | Mar 31, 2024 |
| PROSHARE ADVISORS LLC | 0.45% | 0.02% | 142,844 | 19,925 | 16.21% | 8,083,541 | Mar 31, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.06% | 0.38% | 18,945 | 18,945 | 100.00% | 1,072,000 | Mar 31, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.12% | 0.00% | 38,747 | 18,723 | 93.50% | 2,192,693 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | - | - | - | -242,255 | -100.00% | - | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.74% | 0.00% | 233,659 | -132,266 | -36.15% | 13,222,763 | Mar 31, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | - | - | - | -98,239 | -100.00% | - | Mar 31, 2024 |
| AMUNDI | 3.46% | 0.03% | 1,093,918 | -64,941 | -5.60% | 60,969,520 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.19% | 0.00% | 375,369 | -57,952 | -13.37% | 21,242,132 | Mar 31, 2024 |
| CERITY PARTNERS LLC | 4.94% | 0.23% | 1,559,769 | -50,722 | -3.15% | 88,267,339 | Mar 31, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.07% | 0.00% | 22,371 | -42,538 | -65.53% | 1,265,975 | Mar 31, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.31% | 0.30% | 97,419 | -35,617 | -26.77% | 5,512,941 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.02% | 0.00% | 6,589 | -28,669 | -81.31% | 372,872 | Mar 31, 2024 |
| BARCLAYS PLC | 0.09% | 0.00% | 28,477 | -23,320 | -45.02% | 1,612,000 | Mar 31, 2024 |
| STATE STREET CORP | 5.62% | 0.00% | 1,772,978 | -21,722 | -1.21% | 100,332,825 | Mar 31, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 0.05% | 0.00% | 15,042 | -20,727 | -57.95% | 851,227 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.61% | 0.02% | 191,900 | -19,100 | -9.05% | 10,860,000 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.23% | 0.01% | 705,672 | -19,070 | -2.63% | 39,934,004 | 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 |
| FIRST MANHATTAN CO. LLC. | 0.38% | 0.02% | 121,193 | -13,245 | -9.85% | 6,858,311,000 | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | 0.07% | 0.00% | 21,400 | -13,100 | -37.97% | 1,211,026 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.18% | 0.04% | 56,588 | 56,588 | 100.00% | 3,202,327 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.08% | 0.01% | 26,417 | 26,417 | 100.00% | 1,494,937 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.00% | 21,548 | 21,548 | 100.00% | 1,219,401 | Mar 31, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.06% | 0.38% | 18,945 | 18,945 | 100.00% | 1,072,000 | Mar 31, 2024 |
| MARINER, LLC | 0.04% | 0.00% | 12,248 | 12,248 | 100.00% | 693,134,000 | Mar 31, 2024 |
| BOSTON PARTNERS | 0.03% | 0.00% | 10,551 | 10,551 | 100.00% | 597,080 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.03% | 0.13% | 10,398 | 10,398 | 100.00% | 588,423 | Mar 31, 2024 |
| UNISUPER MANAGEMENT PTY LTD | 0.03% | 0.00% | 8,392 | 8,392 | 100.00% | 474,903 | Mar 31, 2024 |
| MQS MANAGEMENT LLC | 0.02% | 0.19% | 5,958 | 5,958 | 100.00% | 337,163 | Mar 31, 2024 |
| NUMERAI GP LLC | 0.02% | 0.13% | 5,448 | 5,448 | 100.00% | 308,302 | Mar 31, 2024 |
| ONE CAPITAL MANAGEMENT, LLC | 0.02% | 0.01% | 5,437 | 5,437 | 100.00% | 307,679 | Mar 31, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.01% | 0.00% | 4,600 | 4,600 | 100.00% | 260,314 | Mar 31, 2024 |
| CANVAS WEALTH ADVISORS, LLC | 0.01% | 0.08% | 4,467 | 4,467 | 100.00% | 234,786 | Mar 31, 2024 |
| CETERA ADVISORS LLC | 0.01% | 0.00% | 4,365 | 4,365 | 100.00% | 247,042 | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.01% | 4,157 | 4,157 | 100.00% | 235,245 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.01% | 0.00% | 3,544 | 3,544 | 100.00% | 200,555 | Mar 31, 2024 |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 0.00% | 0.00% | 200 | 200 | 100.00% | 11,000 | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.00% | 132 | 132 | 100.00% | 7,460 | Mar 31, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.00% | 85 | 85 | 100.00% | 4,810 | Mar 31, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 59 | 59 | 100.00% | 3,351,000 | Mar 31, 2024 |
| COVESTOR LTD | - | 0.00% | 10 | 10 | 100.00% | 1,000 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 6 | 6 | 100.00% | 339 | Mar 31, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | 2 | 2 | 100.00% | 112,000 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 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 Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| GABELLI UTILITIES FUND | 0.12% | 86,000 | -8,000 | -8.51% | Dec 29, 2023 |
| NUVEEN INVESTMENT TRUST | 0.10% | 39,157 | -776 | -1.94% | Dec 31, 2023 |
| TETON WESTWOOD FUNDS | 0.10% | 62,304 | - | - | Dec 29, 2023 |
| GABELLI UTILITY TRUST | 0.07% | 29,000 | - | - | Dec 29, 2023 |
| CRM Mutual Fund Trust | 0.07% | 22,337 | -911 | -3.92% | Dec 31, 2023 |
| Humankind Benefit Corp | 0.07% | 1,507 | 37 | 2.52% | Dec 31, 2023 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.06% | 232,198 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 20,206 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.04% | 176,647 | 25,171 | 16.62% | Feb 29, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.04% | 354,038 | -49,404 | -12.25% | Jan 31, 2024 |
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.03% | 134 | - | - | Jan 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.03% | 18,720 | 426 | 2.33% | 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 FUND | 0.03% | 271,041 | -3,546 | -1.29% | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.02% | 796 | -137 | -14.68% | Dec 31, 2023 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 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% | 33,537 | 33,537 | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 36,202 | - | - | Dec 31, 2023 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 22,000 | - | - | Dec 29, 2023 |
| PFM Multi-Manager Series Trust | 0.01% | 9,348 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,889 | 140 | 2.95% | Dec 31, 2023 |
| GABELLI EQUITY SERIES FUNDS INC | 0.01% | 8,000 | - | - | Dec 29, 2023 |
| CALVERT IMPACT FUND INC | 0.01% | 103,863 | -14,937 | -12.57% | Dec 31, 2023 |
| abrdn Funds | 0.01% | 131,644 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 58,168 | 4,229 | 7.84% | Dec 31, 2023 |
| ROYCE FUND | 0.01% | 53,520 | - | - | Dec 31, 2023 |
| Vericimetry Funds | 0.01% | 840 | - | - | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.01% | 7,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 116,924 | - | - | Dec 31, 2023 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.01% | 1,000 | - | - | Dec 29, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 12,255 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 42,373 | - | - | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.00% | 595 | - | - | Sep 30, 2020 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.00% | 4,960 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.00% | 1,936 | - | - | Dec 31, 2023 |
| Principal Diversified Select Real Asset Fund | 0.00% | 2,238 | - | - | Dec 31, 2023 |
| Virtus Strategy Trust | 0.00% | 98,239 | - | - | Dec 29, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 1,739,536 | 472,632 | 37.31% | Dec 31, 2023 |
| SMALLCAP WORLD FUND INC | 0.00% | 242,255 | - | - | Dec 31, 2023 |
| Victory Portfolios II | 0.00% | 213,778 | 3,461 | 1.65% | Dec 31, 2023 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 20,054 | 928 | 4.85% | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 31,421 | - | - | Dec 29, 2023 |
| FIRST TRUST SERIES FUND | 0.00% | 10,514 | - | - | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 164,889 | 1,559 | 0.95% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 678 | - | - | Dec 31, 2023 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 52,485 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.00% | 15,538 | -122 | -0.78% | Dec 31, 2023 |
| Advisors' Inner Circle Fund III | 0.00% | 33,468 | 6,646 | 24.78% | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 4,278 | -294 | -6.43% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 149,785 | -168,394 | -52.92% | Jan 31, 2024 |
| Harbor ETF Trust | 0.00% | 7,680 | 2,262 | 41.75% | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 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 PORTFOLIOS | 0.00% | 94,902 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 5,479 | 344 | 6.70% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,307 | 225 | 7.30% | Dec 31, 2023 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 18,474 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 256,878 | 9,129 | 3.68% | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 208,966 | 12,222 | 6.21% | Feb 29, 2024 |
| Nushares ETF Trust | 0.00% | 8,148 | 8,148 | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 12,989 | -10,983 | -45.82% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 1,353 | -167 | -10.99% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 189,227 | 6,114 | 3.34% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 19,725 | - | - | Dec 31, 2023 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 227,007 | 668 | 0.30% | Dec 31, 2023 |
| STEWARD FUNDS, INC. | 0.00% | 1,510 | -139 | -8.43% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 637,569 | 152,969 | 31.57% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 119,778 | -6,659 | -5.27% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 5,892 | 1,529 | 35.04% | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 6,033 | -1 | -0.02% | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 218 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 12,736 | 290 | 2.33% | Dec 31, 2023 |
| Catholic Responsible Investments Funds | 0.00% | 15,125 | -180 | -1.18% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 6,826 | - | - | Feb 29, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 62,832 | - | - | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 2,485 | - | - | Aug 31, 2023 |
| PRUDENTIAL SERIES FUND | 0.00% | 30,835 | -250 | -0.80% | Dec 29, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,579 | -80 | -4.82% | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 18,804 | -320 | -1.67% | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.00% | 7,096 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 149,572 | 26,207 | 21.24% | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 7,764 | -897 | -10.36% | Dec 31, 2023 |
| PRAXIS MUTUAL FUNDS | 0.00% | 3,530 | -7,740 | -68.68% | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 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 INC | 0.00% | 25,894 | -553 | -2.09% | Dec 29, 2023 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 37,136 | -2,792 | -6.99% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 972 | 127 | 15.03% | Dec 31, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 3,038 | -198 | -6.12% | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 6,970 | - | - | Dec 29, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,989 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 505 | - | - | Dec 31, 2023 |
| FLEXSHARES TRUST | 0.00% | 13,431 | -117,490 | -89.74% | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 716 | - | - | Dec 31, 2023 |
| Dunham Funds | 0.00% | 9,791 | 667 | 7.31% | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 229 | - | - | Dec 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 14,193 | 1,213 | 9.35% | 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
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 132 | -41.33% |
| 31 Dec, 23 | 225 | 3.69% |
| 30 Sep, 23 | 217 | 0.93% |
| 30 Jun, 23 | 215 | 2.38% |
| 31 Mar, 23 | 210 | -1.41% |
| 31 Dec, 22 | 213 | 22.41% |
| 30 Sep, 22 | 174 | -1.69% |
| 30 Jun, 22 | 177 | -1.12% |
| 31 Mar, 22 | 179 | 1.70% |
| 31 Dec, 21 | 176 | 14.29% |
| 30 Sep, 21 | 154 | 6.94% |
| 30 Jun, 21 | 144 | -8.28% |
| 31 Mar, 21 | 157 | -1.26% |
| 31 Dec, 20 | 159 | 3.92% |
| 30 Sep, 20 | 153 | -1.92% |
| 30 Jun, 20 | 156 | -1.89% |
| 31 Mar, 20 | 159 | -3.05% |
| 31 Dec, 19 | 164 | -4.65% |
| 30 Sep, 19 | 172 | 6.83% |
| 30 Jun, 19 | 161 | -2.42% |
| 31 Mar, 19 | 165 | -5.17% |
| 31 Dec, 18 | 174 | 24.29% |
| 30 Sep, 18 | 140 | -4.11% |
| 30 Jun, 18 | 146 | -5.81% |
| 31 Mar, 18 | 155 | 1.31% |
| 31 Dec, 17 | 153 | 4.79% |
| 30 Sep, 17 | 146 | 2.10% |
| 30 Jun, 17 | 143 | -4.03% |
| 31 Mar, 17 | 149 | 2.05% |
| 31 Dec, 16 | 146 | 14.06% |
| 30 Sep, 16 | 128 | -5.88% |
| 30 Jun, 16 | 136 | -2.86% |
| 31 Mar, 16 | 140 | 25.00% |
| 31 Dec, 15 | 112 | -3.45% |
| 30 Sep, 15 | 116 | 1.75% |
| 30 Jun, 15 | 114 | -6.56% |
| 31 Mar, 15 | 122 | 7.02% |
| 31 Dec, 14 | 114 | 15.15% |
| 30 Sep, 14 | 99 | -1.00% |
| 30 Jun, 14 | 100 | 12.36% |
| 31 Mar, 14 | 89 | 1.14% |
| 31 Dec, 13 | 88 | 3.53% |
| 30 Sep, 13 | 85 | 2.41% |
| 30 Jun, 13 | 83 | 219.23% |
| 31 Mar, 13 | 26 | -10.34% |
| 31 Dec, 12 | 29 | 3.57% |
| 30 Sep, 12 | 28 | -20.00% |
| 30 Jun, 12 | 35 | 34.62% |
| 31 Mar, 12 | 26 | - |
| 31 Dec, 11 | 26 | 18.18% |
| 30 Sep, 11 | 22 | -12.00% |
| 30 Jun, 11 | 25 | 8.70% |
| 31 Mar, 11 | 23 | - |
| 31 Dec, 10 | 23 | 9.52% |
| 30 Sep, 10 | 21 | -4.55% |
| 30 Jun, 10 | 22 | 4.76% |
| 31 Mar, 10 | 21 | 10.53% |
| 31 Dec, 09 | 19 | - |
| 30 Sep, 09 | 19 | -13.64% |
| 30 Jun, 09 | 22 | -4.35% |
| 31 Mar, 09 | 23 | 9.52% |
| 31 Dec, 08 | 21 | 5.00% |
| 30 Sep, 08 | 20 | 33.33% |
| 30 Jun, 08 | 15 | -21.05% |
| 31 Mar, 08 | 19 | -9.52% |
| 31 Dec, 07 | 21 | 10.53% |
| 30 Sep, 07 | 19 | 5.56% |
| 30 Jun, 07 | 18 | - |
| 31 Mar, 07 | 18 | - |
| 31 Dec, 06 | 18 | 63.64% |
| 30 Sep, 06 | 11 | 37.50% |
| 30 Jun, 06 | 8 | - |
| 31 Mar, 06 | 8 | - |
| 31 Dec, 05 | 8 | 33.33% |
| 30 Sep, 05 | 6 | - |
| 30 Jun, 05 | 6 | -25.00% |
| 31 Mar, 05 | 8 | 14.29% |
| 31 Dec, 04 | 7 | 75.00% |
| 30 Sep, 04 | 4 | 33.33% |
| 30 Jun, 04 | 3 | -57.14% |
| 31 Mar, 04 | 7 | - |
| 31 Dec, 03 | 7 | - |
| 30 Sep, 03 | 7 | 40.00% |
| 30 Jun, 03 | 5 | - |
| 31 Mar, 03 | 5 | -16.67% |
| 31 Dec, 02 | 6 | 100.00% |
| 30 Sep, 02 | 3 | -25.00% |
| 30 Jun, 02 | 4 | -20.00% |
| 31 Mar, 02 | 5 | 66.67% |
| 31 Dec, 01 | 3 | -25.00% |
| 30 Sep, 01 | 4 | - |
| 30 Jun, 01 | 4 | -20.00% |
| 31 Mar, 01 | 5 | -16.67% |
| 31 Dec, 00 | 6 | 20.00% |
| 30 Sep, 00 | 5 | - |
| 30 Jun, 00 | 5 | 25.00% |
| 31 Mar, 00 | 4 | 100.00% |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | 2 | - |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | 2 | - |
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
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 15,404,759 | -36.85% |
| 31 Dec, 23 | 24,393,210 | 0.56% |
| 30 Sep, 23 | 24,256,771 | -2.75% |
| 30 Jun, 23 | 24,942,202 | -2.03% |
| 31 Mar, 23 | 25,457,780 | 0.36% |
| 31 Dec, 22 | 25,366,082 | 15.28% |
| 30 Sep, 22 | 22,003,773 | 0.42% |
| 30 Jun, 22 | 21,911,840 | 1.53% |
| 31 Mar, 22 | 21,582,447 | -0.24% |
| 31 Dec, 21 | 21,634,508 | -2.83% |
| 30 Sep, 21 | 22,263,911 | 4.39% |
| 30 Jun, 21 | 21,328,460 | 0.57% |
| 31 Mar, 21 | 21,206,894 | 5.40% |
| 31 Dec, 20 | 20,119,856 | 0.53% |
| 30 Sep, 20 | 20,014,698 | -0.47% |
| 30 Jun, 20 | 20,110,112 | 2.82% |
| 31 Mar, 20 | 19,559,080 | -1.41% |
| 31 Dec, 19 | 19,838,515 | 2.56% |
| 30 Sep, 19 | 19,343,548 | -0.88% |
| 30 Jun, 19 | 19,515,040 | -0.19% |
| 31 Mar, 19 | 19,551,530 | 3.92% |
| 31 Dec, 18 | 18,813,451 | 61.16% |
| 30 Sep, 18 | 11,673,794 | -4.89% |
| 30 Jun, 18 | 12,273,351 | 4.89% |
| 31 Mar, 18 | 11,700,816 | 2.46% |
| 31 Dec, 17 | 11,420,291 | 1.06% |
| 30 Sep, 17 | 11,300,984 | 15.53% |
| 30 Jun, 17 | 9,781,503 | 5.64% |
| 31 Mar, 17 | 9,258,926 | 1.84% |
| 31 Dec, 16 | 9,091,788 | -3.66% |
| 30 Sep, 16 | 9,437,539 | 2.41% |
| 30 Jun, 16 | 9,215,517 | -3.89% |
| 31 Mar, 16 | 9,588,255 | 5.46% |
| 31 Dec, 15 | 9,091,412 | -1.52% |
| 30 Sep, 15 | 9,232,020 | -15.98% |
| 30 Jun, 15 | 10,987,282 | -0.39% |
| 31 Mar, 15 | 11,030,751 | -0.85% |
| 31 Dec, 14 | 11,125,489 | 1.68% |
| 30 Sep, 14 | 10,941,278 | 0.72% |
| 30 Jun, 14 | 10,863,239 | -0.29% |
| 31 Mar, 14 | 10,895,331 | 0.81% |
| 31 Dec, 13 | 10,807,940 | 0.49% |
| 30 Sep, 13 | 10,755,705 | 1.13% |
| 30 Jun, 13 | 10,635,386 | 321.71% |
| 31 Mar, 13 | 2,521,969 | -12.97% |
| 31 Dec, 12 | 2,897,947 | 15.08% |
| 30 Sep, 12 | 2,518,223 | -25.07% |
| 30 Jun, 12 | 3,360,597 | 2.22% |
| 31 Mar, 12 | 3,287,611 | -3.00% |
| 31 Dec, 11 | 3,389,453 | 13.95% |
| 30 Sep, 11 | 2,974,433 | -20.53% |
| 30 Jun, 11 | 3,742,802 | 19.97% |
| 31 Mar, 11 | 3,119,704 | 35.74% |
| 31 Dec, 10 | 2,298,262 | -4.15% |
| 30 Sep, 10 | 2,397,808 | -5.82% |
| 30 Jun, 10 | 2,545,919 | 16.13% |
| 31 Mar, 10 | 2,192,312 | 58.65% |
| 31 Dec, 09 | 1,381,847 | -4.52% |
| 30 Sep, 09 | 1,447,234 | 29.92% |
| 30 Jun, 09 | 1,113,979 | 2.65% |
| 31 Mar, 09 | 1,085,245 | -46.18% |
| 31 Dec, 08 | 2,016,310 | 9.46% |
| 30 Sep, 08 | 1,842,037 | 161.01% |
| 30 Jun, 08 | 705,734 | -4.05% |
| 31 Mar, 08 | 735,535 | 48.01% |
| 31 Dec, 07 | 496,936 | -37.89% |
| 30 Sep, 07 | 800,154 | 13.46% |
| 30 Jun, 07 | 705,225 | 33.94% |
| 31 Mar, 07 | 526,517 | -2.87% |
| 31 Dec, 06 | 542,093 | 120.12% |
| 30 Sep, 06 | 246,267 | -28.02% |
| 30 Jun, 06 | 342,116 | 60.04% |
| 31 Mar, 06 | 213,764 | 89.11% |
| 31 Dec, 05 | 113,036 | 128.86% |
| 30 Sep, 05 | 49,391 | 10.05% |
| 30 Jun, 05 | 44,882 | -59.60% |
| 31 Mar, 05 | 111,097 | 0.91% |
| 31 Dec, 04 | 110,093 | 22.64% |
| 30 Sep, 04 | 89,770 | 9.00% |
| 30 Jun, 04 | 82,357 | -47.91% |
| 31 Mar, 04 | 158,115 | 268.93% |
| 31 Dec, 03 | 42,858 | -14.82% |
| 30 Sep, 03 | 50,316 | 176.43% |
| 30 Jun, 03 | 18,202 | -40.80% |
| 31 Mar, 03 | 30,745 | -7.02% |
| 31 Dec, 02 | 33,068 | 126.03% |
| 30 Sep, 02 | 14,630 | -16.06% |
| 30 Jun, 02 | 17,430 | -21.74% |
| 31 Mar, 02 | 22,272 | 78.58% |
| 31 Dec, 01 | 12,472 | -1.11% |
| 30 Sep, 01 | 12,612 | -66.72% |
| 30 Jun, 01 | 37,895 | 150.69% |
| 31 Mar, 01 | 15,116 | -31.11% |
| 31 Dec, 00 | 21,942 | 35.14% |
| 30 Sep, 00 | 16,237 | 5.82% |
| 30 Jun, 00 | 15,344 | 96.11% |
| 31 Mar, 00 | 7,824 | 150.93% |
| 31 Dec, 99 | 3,118 | -90.77% |
| 30 Sep, 99 | 33,788 | -27.84% |
| 30 Jun, 99 | 46,821 | 1.81% |
| 31 Mar, 99 | 45,989 | - |
SJW Group (SJW) has 15.40M shares outstanding as of 31 Mar 24, down -36.85% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 48.79% | 0.83% |
| 31 Dec, 23 | 76.56% | 1.29% |
| 30 Sep, 23 | 77.01% | 1.18% |
| 30 Jun, 23 | 80.62% | 1.19% |
| 31 Mar, 23 | 82.29% | 1.19% |
| 31 Dec, 22 | 83.23% | 1.57% |
| 30 Sep, 22 | 72.69% | 1.38% |
| 30 Jun, 22 | 72.45% | 1.42% |
| 31 Mar, 22 | 71.41% | 1.34% |
| 31 Dec, 21 | 73.09% | 1.31% |
| 30 Sep, 21 | 74.67% | 1.46% |
| 30 Jun, 21 | 71.57% | 1.33% |
| 31 Mar, 21 | 73.47% | 1.48% |
| 31 Dec, 20 | 70.54% | 1.43% |
| 30 Sep, 20 | 70.14% | 1.41% |
| 30 Jun, 20 | 70.54% | 1.50% |
| 31 Mar, 20 | 68.65% | 1.41% |
| 31 Dec, 19 | 69.72% | 1.51% |
| 30 Sep, 19 | 67.99% | 1.44% |
| 30 Jun, 19 | 68.62% | 1.45% |
| 31 Mar, 19 | 68.79% | 1.03% |
| 31 Dec, 18 | 81.60% | 2.55% |
| 30 Sep, 18 | 56.59% | 1.59% |
| 30 Jun, 18 | 59.60% | 1.84% |
| 31 Mar, 18 | 56.91% | 1.83% |
| 31 Dec, 17 | 55.69% | 1.84% |
| 30 Sep, 17 | 55.08% | 2.42% |
| 30 Jun, 17 | 47.71% | 2.34% |
| 31 Mar, 17 | 45.20% | 2.28% |
| 31 Dec, 16 | 44.48% | 2.09% |
| 30 Sep, 16 | 46.14% | 2.27% |
| 30 Jun, 16 | 45.09% | 2.04% |
| 31 Mar, 16 | 46.97% | 2.36% |
| 31 Dec, 15 | 44.61% | 2.17% |
| 30 Sep, 15 | 45.31% | 1.56% |
| 30 Jun, 15 | 53.97% | 1.83% |
| 31 Mar, 15 | 54.27% | 1.79% |
| 31 Dec, 14 | 55.00% | 1.88% |
| 30 Sep, 14 | 54.08% | 1.87% |
| 30 Jun, 14 | 53.74% | 1.85% |
| 31 Mar, 14 | 53.95% | 1.81% |
| 31 Dec, 13 | 54.65% | 1.92% |
| 30 Sep, 13 | 53.37% | 1.90% |
| 30 Jun, 13 | 52.98% | 29.10% |
| 31 Mar, 13 | 13.49% | 5.58% |
| 31 Dec, 12 | 15.55% | 8.53% |
| 30 Sep, 12 | 13.50% | 4.15% |
| 30 Jun, 12 | 18.04% | 5.78% |
| 31 Mar, 12 | 17.66% | 5.33% |
| 31 Dec, 11 | 18.21% | 7.11% |
| 30 Sep, 11 | 16.00% | 3.94% |
| 30 Jun, 11 | 20.15% | 7.14% |
| 31 Mar, 11 | 16.80% | 10.92% |
| 31 Dec, 10 | 12.40% | 7.41% |
| 30 Sep, 10 | 12.94% | 6.85% |
| 30 Jun, 10 | 13.74% | 9.80% |
| 31 Mar, 10 | 11.84% | 21.26% |
| 31 Dec, 09 | 7.46% | 12.18% |
| 30 Sep, 09 | 7.83% | 21.54% |
| 30 Jun, 09 | 6.03% | 17.46% |
| 31 Mar, 09 | 5.88% | 4.93% |
| 31 Dec, 08 | 10.92% | 10.92% |
| 30 Sep, 08 | 10.00% | 67.99% |
| 30 Jun, 08 | 3.83% | 23.94% |
| 31 Mar, 08 | 4.00% | 54.48% |
| 31 Dec, 07 | 2.71% | 14.26% |
| 30 Sep, 07 | 4.36% | 29.44% |
| 30 Jun, 07 | 3.85% | 46.49% |
| 31 Mar, 07 | 2.88% | 32.79% |
| 31 Dec, 06 | 2.96% | 163.17% |
| 30 Sep, 06 | 1.35% | 38.43% |
| 30 Jun, 06 | 1.87% | 136.80% |
| 31 Mar, 06 | 1.17% | 305.66% |
| 31 Dec, 05 | 0.62% | 846.65% |
| 30 Sep, 05 | 0.27% | 448.13% |
| 30 Jun, 05 | 0.25% | 66.44% |
| 31 Mar, 05 | 0.61% | 167.50% |
| 31 Dec, 04 | 0.60% | 245.79% |
| 30 Sep, 04 | 0.50% | 240.20% |
| 30 Jun, 04 | 0.45% | 60.62% |
| 31 Mar, 04 | 0.87% | 1572.59% |
| 31 Dec, 03 | 0.23% | 309.11% |
| 30 Sep, 03 | 0.28% | 2776.10% |
| 30 Jun, 03 | 0.10% | 351.75% |
| 31 Mar, 03 | 0.17% | 513.70% |
| 31 Dec, 02 | 0.18% | 2813.59% |
| 30 Sep, 02 | 0.08% | 881.76% |
| 30 Jun, 02 | 0.10% | 651.40% |
| 31 Mar, 02 | 0.12% | 2594.73% |
| 31 Dec, 01 | 0.07% | 1433.19% |
| 30 Sep, 01 | 0.07% | 160.46% |
| 30 Jun, 01 | 0.21% | 3031.20% |
| 31 Mar, 01 | 0.08% | 573.61% |
| 31 Dec, 00 | 0.12% | 1519.01% |
| 30 Sep, 00 | 0.09% | 1272.25% |
| 30 Jun, 00 | 0.08% | 4561.92% |
| 31 Mar, 00 | 0.04% | 14674.27% |
| 31 Dec, 99 | 0.02% | 49.92% |
| 30 Sep, 99 | 0.18% | 281.55% |
| 30 Jun, 99 | 0.26% | 404.49% |
| 31 Mar, 99 | 0.25% | - |
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
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 70 | -35.19% |
| 31 Dec, 23 | 108 | -14.96% |
| 30 Sep, 23 | 127 | 6.72% |
| 30 Jun, 23 | 119 | 22.68% |
| 31 Mar, 23 | 97 | -24.81% |
| 31 Dec, 22 | 129 | 41.76% |
| 30 Sep, 22 | 91 | 19.74% |
| 30 Jun, 22 | 76 | -16.48% |
| 31 Mar, 22 | 91 | -4.21% |
| 31 Dec, 21 | 95 | 21.79% |
| 30 Sep, 21 | 78 | -1.27% |
| 30 Jun, 21 | 79 | -10.23% |
| 31 Mar, 21 | 88 | 8.64% |
| 31 Dec, 20 | 81 | 30.65% |
| 30 Sep, 20 | 62 | -18.42% |
| 30 Jun, 20 | 76 | 7.04% |
| 31 Mar, 20 | 71 | -21.98% |
| 31 Dec, 19 | 91 | 2.25% |
| 30 Sep, 19 | 89 | - |
| 30 Jun, 19 | 89 | 3.49% |
| 31 Mar, 19 | 86 | -21.10% |
| 31 Dec, 18 | 109 | 62.69% |
| 30 Sep, 18 | 67 | -4.29% |
| 30 Jun, 18 | 70 | -2.78% |
| 31 Mar, 18 | 72 | -1.37% |
| 31 Dec, 17 | 73 | 1.39% |
| 30 Sep, 17 | 72 | 18.03% |
| 30 Jun, 17 | 61 | -20.78% |
| 31 Mar, 17 | 77 | -2.53% |
| 31 Dec, 16 | 79 | 64.58% |
| 30 Sep, 16 | 48 | -22.58% |
| 30 Jun, 16 | 62 | -25.30% |
| 31 Mar, 16 | 83 | 88.64% |
| 31 Dec, 15 | 44 | -27.87% |
| 30 Sep, 15 | 61 | 1.67% |
| 30 Jun, 15 | 60 | - |
| 31 Mar, 15 | 60 | 15.38% |
| 31 Dec, 14 | 52 | 36.84% |
| 30 Sep, 14 | 38 | -17.39% |
| 30 Jun, 14 | 46 | 48.39% |
| 31 Mar, 14 | 31 | -26.19% |
| 31 Dec, 13 | 42 | -2.33% |
| 30 Sep, 13 | 43 | -37.68% |
| 30 Jun, 13 | 69 | 360.00% |
| 31 Mar, 13 | 15 | 7.14% |
| 31 Dec, 12 | 14 | -12.50% |
| 30 Sep, 12 | 16 | -20.00% |
| 30 Jun, 12 | 20 | 81.82% |
| 31 Mar, 12 | 11 | -21.43% |
| 31 Dec, 11 | 14 | 100.00% |
| 30 Sep, 11 | 7 | -53.33% |
| 30 Jun, 11 | 15 | 25.00% |
| 31 Mar, 11 | 12 | -7.69% |
| 31 Dec, 10 | 13 | 44.44% |
| 30 Sep, 10 | 9 | -25.00% |
| 30 Jun, 10 | 12 | 20.00% |
| 31 Mar, 10 | 10 | - |
| 31 Dec, 09 | 10 | 11.11% |
| 30 Sep, 09 | 9 | -30.77% |
| 30 Jun, 09 | 13 | -13.33% |
| 31 Mar, 09 | 15 | 7.14% |
| 31 Dec, 08 | 14 | 27.27% |
| 30 Sep, 08 | 11 | 37.50% |
| 30 Jun, 08 | 8 | -27.27% |
| 31 Mar, 08 | 11 | 10.00% |
| 31 Dec, 07 | 10 | -9.09% |
| 30 Sep, 07 | 11 | 10.00% |
| 30 Jun, 07 | 10 | 25.00% |
| 31 Mar, 07 | 8 | -33.33% |
| 31 Dec, 06 | 12 | 71.43% |
| 30 Sep, 06 | 7 | 40.00% |
| 30 Jun, 06 | 5 | -37.50% |
| 31 Mar, 06 | 8 | 300.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | 2 | -50.00% |
| 30 Jun, 05 | 4 | 33.33% |
| 31 Mar, 05 | 3 | -40.00% |
| 31 Dec, 04 | 5 | 150.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 7 | 133.33% |
| 31 Dec, 03 | 3 | -40.00% |
| 30 Sep, 03 | 5 | 150.00% |
| 30 Jun, 03 | 2 | -33.33% |
| 31 Mar, 03 | 3 | -40.00% |
| 31 Dec, 02 | 5 | 150.00% |
| 30 Sep, 02 | 2 | 100.00% |
| 30 Jun, 02 | 1 | -75.00% |
| 31 Mar, 02 | 4 | 33.33% |
| 31 Dec, 01 | 3 | - |
| 30 Sep, 01 | 3 | 50.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | 2 | - |
| 30 Jun, 00 | 2 | -50.00% |
| 31 Mar, 00 | 4 | 100.00% |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | 2 | 100.00% |
| 30 Jun, 99 | 1 | -50.00% |
| 31 Mar, 99 | 2 | - |
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
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 44 | -48.24% |
| 31 Dec, 23 | 85 | 39.34% |
| 30 Sep, 23 | 61 | -1.61% |
| 30 Jun, 23 | 62 | -24.39% |
| 31 Mar, 23 | 82 | 32.26% |
| 31 Dec, 22 | 62 | 14.81% |
| 30 Sep, 22 | 54 | -29.87% |
| 30 Jun, 22 | 77 | 28.33% |
| 31 Mar, 22 | 60 | 5.26% |
| 31 Dec, 21 | 57 | 26.67% |
| 30 Sep, 21 | 45 | 2.27% |
| 30 Jun, 21 | 44 | -2.22% |
| 31 Mar, 21 | 45 | -18.18% |
| 31 Dec, 20 | 55 | -6.78% |
| 30 Sep, 20 | 59 | 11.32% |
| 30 Jun, 20 | 53 | -17.19% |
| 31 Mar, 20 | 64 | 45.45% |
| 31 Dec, 19 | 44 | -13.73% |
| 30 Sep, 19 | 51 | 10.87% |
| 30 Jun, 19 | 46 | -6.12% |
| 31 Mar, 19 | 49 | 28.95% |
| 31 Dec, 18 | 38 | 5.56% |
| 30 Sep, 18 | 36 | -28.00% |
| 30 Jun, 18 | 50 | 2.04% |
| 31 Mar, 18 | 49 | -14.04% |
| 31 Dec, 17 | 57 | 42.50% |
| 30 Sep, 17 | 40 | -18.37% |
| 30 Jun, 17 | 49 | 25.64% |
| 31 Mar, 17 | 39 | -15.22% |
| 31 Dec, 16 | 46 | -6.12% |
| 30 Sep, 16 | 49 | 6.52% |
| 30 Jun, 16 | 46 | 39.39% |
| 31 Mar, 16 | 33 | -19.51% |
| 31 Dec, 15 | 41 | 41.38% |
| 30 Sep, 15 | 29 | -14.71% |
| 30 Jun, 15 | 34 | -8.11% |
| 31 Mar, 15 | 37 | -7.50% |
| 31 Dec, 14 | 40 | 8.11% |
| 30 Sep, 14 | 37 | 5.71% |
| 30 Jun, 14 | 35 | 6.06% |
| 31 Mar, 14 | 33 | 37.50% |
| 31 Dec, 13 | 24 | - |
| 30 Sep, 13 | 24 | 166.67% |
| 30 Jun, 13 | 9 | 125.00% |
| 31 Mar, 13 | 4 | -55.56% |
| 31 Dec, 12 | 9 | 80.00% |
| 30 Sep, 12 | 5 | -16.67% |
| 30 Jun, 12 | 6 | 20.00% |
| 31 Mar, 12 | 5 | -16.67% |
| 31 Dec, 11 | 6 | -25.00% |
| 30 Sep, 11 | 8 | 100.00% |
| 30 Jun, 11 | 4 | -33.33% |
| 31 Mar, 11 | 6 | 20.00% |
| 31 Dec, 10 | 5 | -37.50% |
| 30 Sep, 10 | 8 | 33.33% |
| 30 Jun, 10 | 6 | - |
| 31 Mar, 10 | 6 | 200.00% |
| 31 Dec, 09 | 2 | -50.00% |
| 30 Sep, 09 | 4 | -20.00% |
| 30 Jun, 09 | 5 | 25.00% |
| 31 Mar, 09 | 4 | 33.33% |
| 31 Dec, 08 | 3 | -40.00% |
| 30 Sep, 08 | 5 | -16.67% |
| 30 Jun, 08 | 6 | 200.00% |
| 31 Mar, 08 | 2 | -50.00% |
| 31 Dec, 07 | 4 | - |
| 30 Sep, 07 | 4 | 100.00% |
| 30 Jun, 07 | 2 | -33.33% |
| 31 Mar, 07 | 3 | - |
| 31 Dec, 06 | 3 | 200.00% |
| 30 Sep, 06 | 1 | -66.67% |
| 30 Jun, 06 | 3 | - |
| 31 Mar, 06 | - | -100.00% |
| 31 Dec, 05 | 4 | 33.33% |
| 30 Sep, 05 | 3 | 50.00% |
| 30 Jun, 05 | 2 | -33.33% |
| 31 Mar, 05 | 3 | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | -100.00% |
| 30 Jun, 04 | 3 | - |
| 31 Mar, 04 | - | -100.00% |
| 31 Dec, 03 | 3 | 200.00% |
| 30 Sep, 03 | 1 | -50.00% |
| 30 Jun, 03 | 2 | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | -100.00% |
| 30 Jun, 02 | 2 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 1 | -50.00% |
| 31 Mar, 01 | 2 | 100.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 1 | - |
| 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
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 132 | -41.33% | 15,404,759 | -36.85% | 48.79% | 0.83% | 70 | -35.19% | 44 | -48.24% |
| 31 Dec, 23 | 225 | 3.69% | 24,393,210 | 0.56% | 76.56% | 1.29% | 108 | -14.96% | 85 | 39.34% |
| 30 Sep, 23 | 217 | 0.93% | 24,256,771 | -2.75% | 77.01% | 1.18% | 127 | 6.72% | 61 | -1.61% |
| 30 Jun, 23 | 215 | 2.38% | 24,942,202 | -2.03% | 80.62% | 1.19% | 119 | 22.68% | 62 | -24.39% |
| 31 Mar, 23 | 210 | -1.41% | 25,457,780 | 0.36% | 82.29% | 1.19% | 97 | -24.81% | 82 | 32.26% |
| 31 Dec, 22 | 213 | 22.41% | 25,366,082 | 15.28% | 83.23% | 1.57% | 129 | 41.76% | 62 | 14.81% |
| 30 Sep, 22 | 174 | -1.69% | 22,003,773 | 0.42% | 72.69% | 1.38% | 91 | 19.74% | 54 | -29.87% |
| 30 Jun, 22 | 177 | -1.12% | 21,911,840 | 1.53% | 72.45% | 1.42% | 76 | -16.48% | 77 | 28.33% |
| 31 Mar, 22 | 179 | 1.70% | 21,582,447 | -0.24% | 71.41% | 1.34% | 91 | -4.21% | 60 | 5.26% |
| 31 Dec, 21 | 176 | 14.29% | 21,634,508 | -2.83% | 73.09% | 1.31% | 95 | 21.79% | 57 | 26.67% |
| 30 Sep, 21 | 154 | 6.94% | 22,263,911 | 4.39% | 74.67% | 1.46% | 78 | -1.27% | 45 | 2.27% |
| 30 Jun, 21 | 144 | -8.28% | 21,328,460 | 0.57% | 71.57% | 1.33% | 79 | -10.23% | 44 | -2.22% |
| 31 Mar, 21 | 157 | -1.26% | 21,206,894 | 5.40% | 73.47% | 1.48% | 88 | 8.64% | 45 | -18.18% |
| 31 Dec, 20 | 159 | 3.92% | 20,119,856 | 0.53% | 70.54% | 1.43% | 81 | 30.65% | 55 | -6.78% |
| 30 Sep, 20 | 153 | -1.92% | 20,014,698 | -0.47% | 70.14% | 1.41% | 62 | -18.42% | 59 | 11.32% |
| 30 Jun, 20 | 156 | -1.89% | 20,110,112 | 2.82% | 70.54% | 1.50% | 76 | 7.04% | 53 | -17.19% |
| 31 Mar, 20 | 159 | -3.05% | 19,559,080 | -1.41% | 68.65% | 1.41% | 71 | -21.98% | 64 | 45.45% |
| 31 Dec, 19 | 164 | -4.65% | 19,838,515 | 2.56% | 69.72% | 1.51% | 91 | 2.25% | 44 | -13.73% |
| 30 Sep, 19 | 172 | 6.83% | 19,343,548 | -0.88% | 67.99% | 1.44% | 89 | - | 51 | 10.87% |
| 30 Jun, 19 | 161 | -2.42% | 19,515,040 | -0.19% | 68.62% | 1.45% | 89 | 3.49% | 46 | -6.12% |
| 31 Mar, 19 | 165 | -5.17% | 19,551,530 | 3.92% | 68.79% | 1.03% | 86 | -21.10% | 49 | 28.95% |
| 31 Dec, 18 | 174 | 24.29% | 18,813,451 | 61.16% | 81.60% | 2.55% | 109 | 62.69% | 38 | 5.56% |
| 30 Sep, 18 | 140 | -4.11% | 11,673,794 | -4.89% | 56.59% | 1.59% | 67 | -4.29% | 36 | -28.00% |
| 30 Jun, 18 | 146 | -5.81% | 12,273,351 | 4.89% | 59.60% | 1.84% | 70 | -2.78% | 50 | 2.04% |
| 31 Mar, 18 | 155 | 1.31% | 11,700,816 | 2.46% | 56.91% | 1.83% | 72 | -1.37% | 49 | -14.04% |
| 31 Dec, 17 | 153 | 4.79% | 11,420,291 | 1.06% | 55.69% | 1.84% | 73 | 1.39% | 57 | 42.50% |
| 30 Sep, 17 | 146 | 2.10% | 11,300,984 | 15.53% | 55.08% | 2.42% | 72 | 18.03% | 40 | -18.37% |
| 30 Jun, 17 | 143 | -4.03% | 9,781,503 | 5.64% | 47.71% | 2.34% | 61 | -20.78% | 49 | 25.64% |
| 31 Mar, 17 | 149 | 2.05% | 9,258,926 | 1.84% | 45.20% | 2.28% | 77 | -2.53% | 39 | -15.22% |
| 31 Dec, 16 | 146 | 14.06% | 9,091,788 | -3.66% | 44.48% | 2.09% | 79 | 64.58% | 46 | -6.12% |
| 30 Sep, 16 | 128 | -5.88% | 9,437,539 | 2.41% | 46.14% | 2.27% | 48 | -22.58% | 49 | 6.52% |
| 30 Jun, 16 | 136 | -2.86% | 9,215,517 | -3.89% | 45.09% | 2.04% | 62 | -25.30% | 46 | 39.39% |
| 31 Mar, 16 | 140 | 25.00% | 9,588,255 | 5.46% | 46.97% | 2.36% | 83 | 88.64% | 33 | -19.51% |
| 31 Dec, 15 | 112 | -3.45% | 9,091,412 | -1.52% | 44.61% | 2.17% | 44 | -27.87% | 41 | 41.38% |
| 30 Sep, 15 | 116 | 1.75% | 9,232,020 | -15.98% | 45.31% | 1.56% | 61 | 1.67% | 29 | -14.71% |
| 30 Jun, 15 | 114 | -6.56% | 10,987,282 | -0.39% | 53.97% | 1.83% | 60 | - | 34 | -8.11% |
| 31 Mar, 15 | 122 | 7.02% | 11,030,751 | -0.85% | 54.27% | 1.79% | 60 | 15.38% | 37 | -7.50% |
| 31 Dec, 14 | 114 | 15.15% | 11,125,489 | 1.68% | 55.00% | 1.88% | 52 | 36.84% | 40 | 8.11% |
| 30 Sep, 14 | 99 | -1.00% | 10,941,278 | 0.72% | 54.08% | 1.87% | 38 | -17.39% | 37 | 5.71% |
| 30 Jun, 14 | 100 | 12.36% | 10,863,239 | -0.29% | 53.74% | 1.85% | 46 | 48.39% | 35 | 6.06% |
| 31 Mar, 14 | 89 | 1.14% | 10,895,331 | 0.81% | 53.95% | 1.81% | 31 | -26.19% | 33 | 37.50% |
| 31 Dec, 13 | 88 | 3.53% | 10,807,940 | 0.49% | 54.65% | 1.92% | 42 | -2.33% | 24 | - |
| 30 Sep, 13 | 85 | 2.41% | 10,755,705 | 1.13% | 53.37% | 1.90% | 43 | -37.68% | 24 | 166.67% |
| 30 Jun, 13 | 83 | 219.23% | 10,635,386 | 321.71% | 52.98% | 29.10% | 69 | 360.00% | 9 | 125.00% |
| 31 Mar, 13 | 26 | -10.34% | 2,521,969 | -12.97% | 13.49% | 5.58% | 15 | 7.14% | 4 | -55.56% |
| 31 Dec, 12 | 29 | 3.57% | 2,897,947 | 15.08% | 15.55% | 8.53% | 14 | -12.50% | 9 | 80.00% |
| 30 Sep, 12 | 28 | -20.00% | 2,518,223 | -25.07% | 13.50% | 4.15% | 16 | -20.00% | 5 | -16.67% |
| 30 Jun, 12 | 35 | 34.62% | 3,360,597 | 2.22% | 18.04% | 5.78% | 20 | 81.82% | 6 | 20.00% |
| 31 Mar, 12 | 26 | - | 3,287,611 | -3.00% | 17.66% | 5.33% | 11 | -21.43% | 5 | -16.67% |
| 31 Dec, 11 | 26 | 18.18% | 3,389,453 | 13.95% | 18.21% | 7.11% | 14 | 100.00% | 6 | -25.00% |
| 30 Sep, 11 | 22 | -12.00% | 2,974,433 | -20.53% | 16.00% | 3.94% | 7 | -53.33% | 8 | 100.00% |
| 30 Jun, 11 | 25 | 8.70% | 3,742,802 | 19.97% | 20.15% | 7.14% | 15 | 25.00% | 4 | -33.33% |
| 31 Mar, 11 | 23 | - | 3,119,704 | 35.74% | 16.80% | 10.92% | 12 | -7.69% | 6 | 20.00% |
| 31 Dec, 10 | 23 | 9.52% | 2,298,262 | -4.15% | 12.40% | 7.41% | 13 | 44.44% | 5 | -37.50% |
| 30 Sep, 10 | 21 | -4.55% | 2,397,808 | -5.82% | 12.94% | 6.85% | 9 | -25.00% | 8 | 33.33% |
| 30 Jun, 10 | 22 | 4.76% | 2,545,919 | 16.13% | 13.74% | 9.80% | 12 | 20.00% | 6 | - |
| 31 Mar, 10 | 21 | 10.53% | 2,192,312 | 58.65% | 11.84% | 21.26% | 10 | - | 6 | 200.00% |
| 31 Dec, 09 | 19 | - | 1,381,847 | -4.52% | 7.46% | 12.18% | 10 | 11.11% | 2 | -50.00% |
| 30 Sep, 09 | 19 | -13.64% | 1,447,234 | 29.92% | 7.83% | 21.54% | 9 | -30.77% | 4 | -20.00% |
| 30 Jun, 09 | 22 | -4.35% | 1,113,979 | 2.65% | 6.03% | 17.46% | 13 | -13.33% | 5 | 25.00% |
| 31 Mar, 09 | 23 | 9.52% | 1,085,245 | -46.18% | 5.88% | 4.93% | 15 | 7.14% | 4 | 33.33% |
| 31 Dec, 08 | 21 | 5.00% | 2,016,310 | 9.46% | 10.92% | 10.92% | 14 | 27.27% | 3 | -40.00% |
| 30 Sep, 08 | 20 | 33.33% | 1,842,037 | 161.01% | 10.00% | 67.99% | 11 | 37.50% | 5 | -16.67% |
| 30 Jun, 08 | 15 | -21.05% | 705,734 | -4.05% | 3.83% | 23.94% | 8 | -27.27% | 6 | 200.00% |
| 31 Mar, 08 | 19 | -9.52% | 735,535 | 48.01% | 4.00% | 54.48% | 11 | 10.00% | 2 | -50.00% |
| 31 Dec, 07 | 21 | 10.53% | 496,936 | -37.89% | 2.71% | 14.26% | 10 | -9.09% | 4 | - |
| 30 Sep, 07 | 19 | 5.56% | 800,154 | 13.46% | 4.36% | 29.44% | 11 | 10.00% | 4 | 100.00% |
| 30 Jun, 07 | 18 | - | 705,225 | 33.94% | 3.85% | 46.49% | 10 | 25.00% | 2 | -33.33% |
| 31 Mar, 07 | 18 | - | 526,517 | -2.87% | 2.88% | 32.79% | 8 | -33.33% | 3 | - |
| 31 Dec, 06 | 18 | 63.64% | 542,093 | 120.12% | 2.96% | 163.17% | 12 | 71.43% | 3 | 200.00% |
| 30 Sep, 06 | 11 | 37.50% | 246,267 | -28.02% | 1.35% | 38.43% | 7 | 40.00% | 1 | -66.67% |
| 30 Jun, 06 | 8 | - | 342,116 | 60.04% | 1.87% | 136.80% | 5 | -37.50% | 3 | - |
| 31 Mar, 06 | 8 | - | 213,764 | 89.11% | 1.17% | 305.66% | 8 | 300.00% | - | -100.00% |
| 31 Dec, 05 | 8 | 33.33% | 113,036 | 128.86% | 0.62% | 846.65% | 2 | - | 4 | 33.33% |
| 30 Sep, 05 | 6 | - | 49,391 | 10.05% | 0.27% | 448.13% | 2 | -50.00% | 3 | 50.00% |
| 30 Jun, 05 | 6 | -25.00% | 44,882 | -59.60% | 0.25% | 66.44% | 4 | 33.33% | 2 | -33.33% |
| 31 Mar, 05 | 8 | 14.29% | 111,097 | 0.91% | 0.61% | 167.50% | 3 | -40.00% | 3 | - |
| 31 Dec, 04 | 7 | 75.00% | 110,093 | 22.64% | 0.60% | 245.79% | 5 | 150.00% | - | - |
| 30 Sep, 04 | 4 | 33.33% | 89,770 | 9.00% | 0.50% | 240.20% | 2 | - | - | -100.00% |
| 30 Jun, 04 | 3 | -57.14% | 82,357 | -47.91% | 0.45% | 60.62% | - | -100.00% | 3 | - |
| 31 Mar, 04 | 7 | - | 158,115 | 268.93% | 0.87% | 1572.59% | 7 | 133.33% | - | -100.00% |
| 31 Dec, 03 | 7 | - | 42,858 | -14.82% | 0.23% | 309.11% | 3 | -40.00% | 3 | 200.00% |
| 30 Sep, 03 | 7 | 40.00% | 50,316 | 176.43% | 0.28% | 2776.10% | 5 | 150.00% | 1 | -50.00% |
| 30 Jun, 03 | 5 | - | 18,202 | -40.80% | 0.10% | 351.75% | 2 | -33.33% | 2 | - |
| 31 Mar, 03 | 5 | -16.67% | 30,745 | -7.02% | 0.17% | 513.70% | 3 | -40.00% | - | - |
| 31 Dec, 02 | 6 | 100.00% | 33,068 | 126.03% | 0.18% | 2813.59% | 5 | 150.00% | - | - |
| 30 Sep, 02 | 3 | -25.00% | 14,630 | -16.06% | 0.08% | 881.76% | 2 | 100.00% | - | -100.00% |
| 30 Jun, 02 | 4 | -20.00% | 17,430 | -21.74% | 0.10% | 651.40% | 1 | -75.00% | 2 | - |
| 31 Mar, 02 | 5 | 66.67% | 22,272 | 78.58% | 0.12% | 2594.73% | 4 | 33.33% | - | - |
| 31 Dec, 01 | 3 | -25.00% | 12,472 | -1.11% | 0.07% | 1433.19% | 3 | - | - | - |
| 30 Sep, 01 | 4 | - | 12,612 | -66.72% | 0.07% | 160.46% | 3 | 50.00% | - | -100.00% |
| 30 Jun, 01 | 4 | -20.00% | 37,895 | 150.69% | 0.21% | 3031.20% | 2 | - | 1 | -50.00% |
| 31 Mar, 01 | 5 | -16.67% | 15,116 | -31.11% | 0.08% | 573.61% | 2 | - | 2 | 100.00% |
| 31 Dec, 00 | 6 | 20.00% | 21,942 | 35.14% | 0.12% | 1519.01% | 2 | - | 1 | - |
| 30 Sep, 00 | 5 | - | 16,237 | 5.82% | 0.09% | 1272.25% | 2 | - | 1 | - |
| 30 Jun, 00 | 5 | 25.00% | 15,344 | 96.11% | 0.08% | 4561.92% | 2 | -50.00% | - | - |
| 31 Mar, 00 | 4 | 100.00% | 7,824 | 150.93% | 0.04% | 14674.27% | 4 | 100.00% | - | - |
| 31 Dec, 99 | 2 | - | 3,118 | -90.77% | 0.02% | 49.92% | 2 | - | - | - |
| 30 Sep, 99 | 2 | - | 33,788 | -27.84% | 0.18% | 281.55% | 2 | 100.00% | - | -100.00% |
| 30 Jun, 99 | 2 | - | 46,821 | 1.81% | 0.26% | 404.49% | 1 | -50.00% | 1 | - |
| 31 Mar, 99 | 2 | - | 45,989 | - | 0.25% | - | 2 | - | - | - |
SJW Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
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
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | 1 | 100.00% |
| Q1 2024 | 16 | 20 | 80.00% |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 3 | 2 | 150.00% |
| Q2 2023 | 9 | 2 | 450.00% |
| Q1 2023 | 19 | 22 | 86.36% |
| Q4 2022 | 3 | 7 | 42.86% |
| Q3 2022 | 7 | 1 | 700.00% |
| Q2 2022 | 10 | 1 | 1000.00% |
| Q1 2022 | 20 | 22 | 90.91% |
| Q4 2021 | 3 | 6 | 50.00% |
| Q3 2021 | 8 | - | - |
| Q2 2021 | 12 | 2 | 600.00% |
| Q1 2021 | 21 | 15 | 140.00% |
| Q4 2020 | 7 | 11 | 63.64% |
| Q3 2020 | 7 | - | - |
| Q2 2020 | 13 | 9 | 144.44% |
| Q1 2020 | 26 | 44 | 59.09% |
| Q4 2019 | 23 | 22 | 104.55% |
| Q3 2019 | 5 | - | - |
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
| Date | Buy | Sell | Buy/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 2020 | 1 | 6 | 16.67% |
| Q1 2020 | 4 | 19 | 21.05% |
| Q4 2019 | 9 | 12 | 75.00% |
| Q3 2019 | 1 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of SJW Group's stocks.
SJW Ownership FAQ
Who Owns SJW Group?
SJW Group is owned by institutional shareholders (48.79%), insiders (8.71%), and public (42.50%). 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).
Who are the major institutional shareholders of SJW Group?
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.
How many SJW Group shareholders are there?
As of Mar 2024, there are 132 institutional shareholders of SJW Group.
What percentage of SJW Group is owned by BLACKROCK INC?
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).
What percentage of SJW Group is owned by VANGUARD GROUP INC?
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.
What percentage of SJW Group is owned by STATE STREET CORP?
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).