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Disclosery

CWT CALIFORNIA WTR SVC GROUP

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COM (common), issuer CIK 1035201

333 managers (339 13F filers) reported a position in CWT shares at 2025-06-30, 50,361,706 shares in all. 36 filers opened a position and 31 filers sold out during the quarter.

Managers
333
13F filers
339
New
36
Added
127
Reduced
115
Sold out
31
Shares held by filers
50,361,706

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
US BANCORP \DE\in group US BANCORP \DE\6,739$306K<0.01%-2113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,735$306K<0.01%new13F-HRTimelineGroup
Maple Capital Management, Inc.6,667$303K0.02%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA6,610$301K0.05%-313F-HRTimeline
Atria Investments, Inc6,575$299K<0.01%new13F-HRTimeline
PFG Investments, LLC6,566$299K0.02%+313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,402$294K<0.01%+1,57413F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC6,325$288K0.02%-60013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,286$286K0.01%+5,46413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,146$280K<0.01%+1,25113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,117$278K<0.01%+1,20313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC6,048$275K<0.01%new13F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,032$274K-204Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,000$273K0.05%013F-HRTimeline
Engineers Gate Manager LP5,806$264K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,817$263K<0.01%-11,14513F-HRTimelineGroup
CIBC Asset Management Inc5,722$260K<0.01%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,680$258K0.02%-2,00013F-HRTimeline
Jacobi Capital Management LLC5,655$257K0.02%-88913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,499$250K<0.01%new13F-HRTimelineGroup
ALGERT GLOBAL LLC5,307$241K0.01%013F-HR/ATimeline
OXFORD ASSET MANAGEMENT LLP5,156$234K0.08%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,086$231K<0.01%-1,98913F-HRTimelineGroup
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…5,000$227K0.06%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,977$226K<0.01%+913F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,914$223K<0.01%-1,09313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,874$222K<0.01%new13F-HR/ATimelineGroup
Crossmark Global Holdings, Inc.4,793$218K<0.01%-413F-HRTimeline
XPONANCE LLC4,641$211K<0.01%+13713F-HRTimeline
Alan B Lancz & Associates, Inc.4,600$209K0.21%013F-HRTimeline
Asset Planning,Inc4,500$205K0.15%013F-HRTimeline
Gitterman Wealth Management, LLC4,461$203K0.05%+10713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,000$182K0.04%+2,00013F-HRTimeline
Steward Partners Investment Advisory, L…3,826$174K<0.01%+1213F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,749$125K0.01%+5513F-HRTimeline
Millstone Evans Group, LLC2,250$102K0.07%013F-HRTimeline
GHP Investment Advisors, Inc.2,013$91.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,988$90.4K<0.01%-1,01913F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.1,661$75.5K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,658$75.4K<0.01%13F-HRTimeline
SITTNER & NELSON, LLC1,620$73.7K0.03%013F-HRTimeline
Sterling Capital Management LLC1,615$73.5K<0.01%+84213F-HR/ATimeline
GAMMA Investing LLC1,514$68.9K<0.01%+65813F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC63,672$63.7K0.09%+62,27213F-HR/ATimeline
SIGNATUREFD, LLC1,397$63.5K<0.01%+79013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,246$57K<0.01%-14213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,243$56.5K<0.01%013F-HRTimeline
State of Wyoming1,218$55.4K0.01%+1313F-HRTimeline
Parkworth Wealth Management, Inc.1,119$50.9K0.04%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,099$50K<0.01%+39013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,034$47K<0.01%-8813F-HRTimelineGroup
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$45.5K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.855$38.9K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC846$38.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO800$36.4K<0.01%new13F-HRTimeline
Larson Financial Group LLC796$36.2K<0.01%+36513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …789$36K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.700$31.8K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…697$31.7K<0.01%+36513F-HRTimelineGroup
Versant Capital Management, Inc686$31.2K<0.01%+513F-HRTimeline
Pinnacle Bancorp, Inc.670$30.5K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…630$28.7K0.01%new13F-HRTimeline
DANSKE BANK A/S600$27.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$27.3K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.597$27.2K0.02%-7513F-HRTimeline
Tower View Wealth Management LLC527$24K0.01%+313F-HRTimeline
IFP Advisors, Inc435$22.2K<0.01%+8213F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise453$21K<0.01%-25813F-HRTimelineGroup
Parallel Advisors, LLC451$20.5K<0.01%-2,09713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD450$20.5K<0.01%013F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS445$20.2K<0.01%-36813F-HRTimeline
Clearstead Advisors, LLC433$19.7K<0.01%new13F-HRTimeline
HM PAYSON & CO420$19.1K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/400$18.2K<0.01%new13F-HRTimeline
Parvin Asset Management, LLC400$18.2K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB397$18.1K<0.01%+4613F-HRTimeline
True Wealth Design, LLC381$17.3K0.01%+19713F-HRTimeline
Capital Advisors, Ltd. LLC362$16K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…313$14.3K<0.01%-14813F-HRTimelineGroup
SIMPLEX TRADING, LLC318$14K<0.01%+24013F-HRTimeline
CENTRAL TRUST Co304$13.8K<0.01%013F-HRTimeline
MAI Capital Management277$12.6K<0.01%+7713F-HRTimeline
Costello Asset Management, INC270$12.3K<0.01%+113F-HRTimeline
UMB Bank, n.a.249$11.3K<0.01%+913F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…245$11.1K<0.01%-5713F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.236$11K<0.01%+10613F-HRTimeline
Brooklyn Investment Group240$10.9K<0.01%+11813F-HR/ATimeline
Rise Advisors, LLC236$10.7K<0.01%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.225$10K<0.01%+12613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc202$9.19K<0.01%013F-HRTimeline
Leonteq Securities AG172$7.82K<0.01%+6213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC160$7.48K<0.01%new13F-HRTimeline
Hemington Wealth Management174$7K<0.01%+213F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…142$6.46K<0.01%013F-HRTimelineGroup
BFSG, LLC136$6.19K<0.01%013F-HRTimeline
Bare Financial Services, Inc135$6.14K<0.01%+12313F-HRTimeline
SBI Securities Co., Ltd.118$5.37K<0.01%+3413F-HRTimeline
MCF Advisors LLC100$4.55K<0.01%013F-HRTimeline
Arax Advisory Partners85$3.87K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.73$3.33K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK71$3.23K<0.01%+3113F-HRTimelineGroup
Private Wealth Management Group, LLC65$2.96K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.60$2.79K<0.01%013F-HRTimeline
Essential Partners LLC60$2.73K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC53$2.41K<0.01%-8113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC47$2.14K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust46$2.09K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$2K<0.01%+3813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC34$2K<0.01%-1613F-HRTimelineGroup
SIERRA OCEAN, LLC41$1.86K<0.01%+2113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…40$1.82K<0.01%013F-HRTimelineGroup
Graney & King, LLC36$1.64K<0.01%013F-HRTimeline
Boreal Capital Management LLC34$1.55K<0.01%13F-HRTimeline
Clearstead Trust, LLC30$1.36K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc23$1.05K<0.01%-1113F-HRTimeline
Blue Trust, Inc.22$1K<0.01%-21713F-HRTimeline
Fortitude Family Office, LLC22$1K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17$774<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC16$728<0.01%+313F-HRTimeline
JFS WEALTH ADVISORS, LLC13$592<0.01%-1513F-HRTimeline
NewSquare Capital LLC9$409<0.01%-1313F-HRTimeline
DiNuzzo Private Wealth, Inc.7$319<0.01%-113F-HRTimeline
Cornerstone Planning Group LLC6$278<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.4$182<0.01%-313F-HRTimeline
Abound Wealth Management4$182<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3$136<0.01%13F-HRTimelineGroup
Private Wealth Asset Management, LLC3$136<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$136<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC2$90<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC1$46<0.01%new13F-HRTimeline
AlphaQuest LLC1$45<0.01%-413F-HRTimeline
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.