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Disclosery

CWT CALIFORNIA WTR SVC GROUP

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COM (common), issuer CIK 1035201

334 managers (344 13F filers) reported a position in CWT shares at 2026-06-30, 55,301,505 shares in all. 44 filers opened a position and 42 filers sold out during the quarter.

Managers
334
13F filers
344
New
44
Added
139
Reduced
98
Sold out
42
Shares held by filers
55,301,505

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TRUE Private Wealth Advisors6,208$302K0.03%+813F-HRTimeline
Legato Capital Management LLC6,103$297K0.02%013F-HRTimeline
Nykredit A/Sin group Nykredit A/S6,098$297K<0.01%13F-HRTimelineGroup
ELCO Management Co., LLC6,093$296K0.13%-37013F-HRTimeline
nVerses Capital, LLC6,063$295K0.45%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,000$292K0.04%013F-HRTimeline
Axxion S.A.5,966$290K0.02%13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,630$274K<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC5,543$270K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,523$269K0.01%+66713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,481$267K<0.01%-1,09213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,260$256K<0.01%-13213F-HRTimelineGroup
Jacobi Capital Management LLC5,186$252K0.01%-51513F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…5,000$243K0.05%013F-HRTimelineGroup
BRIGHTON JONES LLC4,997$243K<0.01%new13F-HRTimeline
Blue Water Asset Management4,908$239K0.08%+3713F-HRTimeline
Crossmark Global Holdings, Inc.4,763$232K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,680$228K<0.01%-1,45313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,667$227K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,664$227K<0.01%+3,28413F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC4,610$224K0.02%+2213F-HRTimeline
Asset Planning,Inc4,500$219K0.14%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,466$217K<0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,462$217K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,311$210K<0.01%-14613F-HRTimelineGroup
IFM Investors Pty Ltd4,268$208K<0.01%013F-HRTimeline
Ellevest, Inc.4,242$206K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.4,242$206K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,235$206K<0.01%-913F-HRTimeline
Steward Partners Investment Advisory, L…3,650$178K<0.01%+1113F-HRTimeline
GAMMA Investing LLC3,200$156K0.01%-85913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,074$150K<0.01%-6,05713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,789$136K0.01%+11913F-HRTimeline
Millstone Evans Group, LLC2,250$109K0.06%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,122$103K<0.01%-16713F-HRTimelineGroup
GHP Investment Advisors, Inc.1,778$86.5K<0.01%-11713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,661$80.8K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,658$80.7K<0.01%13F-HRTimeline
State of Wyoming1,634$79.5K0.01%+8113F-HRTimeline
SITTNER & NELSON, LLC1,620$78.8K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,611$78.4K<0.01%+413F-HRTimeline
MATHER GROUP, LLC.1,528$74.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,456$71.5K<0.01%-6513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,243$61.8K<0.01%013F-HRTimeline
Sterling Capital Management LLC1,226$59.6K<0.01%-75613F-HRTimeline
IFP Advisors, Inc1,213$59K<0.01%+74513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,113$54.2K<0.01%-9613F-HRTimelineGroup
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$48.6K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC980$47.7K0.03%-42013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.855$41.6K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.833$40.5K<0.01%-8613F-HRTimeline
Larson Financial Group LLC784$38.1K<0.01%+1413F-HRTimeline
Covestor Ltd736$36K0.02%+73213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC709$35K<0.01%-3513F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.700$34.1K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.698$34K<0.01%+49813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc676$32.9K<0.01%+47013F-HRTimeline
Pinnacle Bancorp, Inc.670$32.6K0.01%013F-HRTimeline
Manchester Capital Management LLC629$30.6K<0.01%+16513F-HRTimeline
Capital Advisors, Ltd. LLC608$30K<0.01%+24613F-HRTimeline
Essential Partners LLC589$28.7K0.01%+45813F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…545$26.5K<0.01%new13F-HRTimelineGroup
Tower View Wealth Management LLC539$26.2K0.01%+413F-HRTimeline
Caitong International Asset Management …522$25.4K<0.01%+49913F-HRTimeline
SIGNATUREFD, LLC491$23.9K<0.01%+20113F-HRTimeline
Clearstead Advisors, LLC464$22.6K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.455$22.1K<0.01%-3613F-HRTimeline
Parallel Advisors, LLC438$21.3K<0.01%-4413F-HRTimeline
HM PAYSON & CO420$20.4K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/400$19.5K<0.01%013F-HRTimeline
Parvin Asset Management, LLC400$19.5K0.02%013F-HRTimeline
Salomon & Ludwin, LLC396$19.4K<0.01%-16813F-HRTimeline
WHITTIER TRUST CO374$18.5K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.350$17K<0.01%-3613F-HRTimeline
UMB Bank, n.a.348$16.9K<0.01%+7213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFG Advisory, LLC347$16.9K<0.01%new13F-HRTimeline
True Wealth Design, LLC302$14.7K<0.01%+16213F-HRTimeline
Costello Asset Management, INC275$13.4K<0.01%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…253$12.3K<0.01%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV241$11.7K<0.01%013F-HRTimeline
Westfuller Advisors, LLC231$11.2K<0.01%-3713F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC217$10.6K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC212$10.4K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.202$9.83K<0.01%+14813F-HRTimeline
AdvisorNet Financial, Inc202$9.83K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB176$8.56K<0.01%-18713F-HRTimeline
NewEdge Advisors, LLC159$7.76K<0.01%-3813F-HRTimeline
Basecamp Wealth Advisors LLC151$7.35K<0.01%+513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.141$6.86K<0.01%013F-HRTimeline
BFSG, LLC136$6.62K<0.01%013F-HRTimeline
Bare Financial Services, Inc122$5.93K<0.01%+7713F-HRTimeline
Fortitude Family Office, LLC104$5.06K<0.01%+5013F-HRTimeline
ABOUND FINANCIAL, LLC100$4.87K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.87$4.23K<0.01%-2913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK79$3.84K<0.01%+3913F-HRTimelineGroup
Private Wealth Management Group, LLC65$3.16K<0.01%013F-HRTimeline
Rossby Financial, LCC63$3.06K<0.01%+2213F-HRTimeline
CVA Family Office, LLC61$2.97K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.60$2.94K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…60$2.92K<0.01%-713F-HRTimeline
Anchor Bay Capital, Inc.51$2.55K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC46$2.24K<0.01%+1813F-HRTimeline
Synergy Investment Management, LLC42$2.04K<0.01%013F-HRTimeline
JPL Wealth Management, LLC41$2K<0.01%+1013F-HRTimeline
Bell Investment Advisors, Inc37$1.8K<0.01%+1513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…36$1.75K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC34$1.65K<0.01%013F-HRTimeline
Westside Investment Management, Inc.26$1.26K<0.01%013F-HRTimeline
Highland Investment Advisors LLC25$1.21K<0.01%13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS19$926<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.18$876<0.01%new13F-HR/ATimeline
Blue Trust, Inc.16$778<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC13$632<0.01%+313F-HRTimeline
Creative Capital Management Investments…12$584<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC11$561<0.01%new13F-HRTimeline
Fulcrum Asset Management LLP10$489<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC10$487<0.01%new13F-HRTimeline
CoreCap Advisors, LLC9$438<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC7$341<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$292<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$244<0.01%+313F-HRTimeline
Ankerstar Wealth, LLC5$243<0.01%-713F-HRTimeline
Rialto Wealth Management, LLC4$195<0.01%+113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3$146<0.01%13F-HRTimelineGroup
Davis Capital Management3$146<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2$98<0.01%-613F-HRTimeline
LRI Investments, LLC2$97<0.01%new13F-HRTimeline
Hughes Financial Services, LLC2$97<0.01%+113F-HRTimeline
Dunhill Financial, LLC1$66<0.01%013F-HRTimeline
DecisionPoint Financial, LLC1$50<0.01%new13F-HRTimeline
Kilter Group LLC1$49<0.01%new13F-HRTimeline
Evolution Advisers, Inc.1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise303$15M-15013F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.