Skip to content
Disclosery

CWT CALIFORNIA WTR SVC GROUP

Follow

COM (common), issuer CIK 1035201

332 managers (337 13F filers) reported a position in CWT shares at 2025-09-30, 50,082,136 shares in all. 34 filers opened a position and 31 filers sold out during the quarter.

Managers
332
13F filers
337
New
34
Added
122
Reduced
110
Sold out
31
Shares held by filers
50,082,136

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,674$306K<0.01%-97813F-HRTimelineGroup
Maple Capital Management, Inc.6,667$306K0.02%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA6,612$303K0.05%+213F-HRTimeline
PFG Investments, LLC6,569$301K0.02%+313F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY6,500$298K0.06%+2,50013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,000$296K0.05%013F-HRTimeline
IEQ CAPITAL, LLC6,322$290K<0.01%-65213F-HRTimeline
Entropy Technologies, LP6,269$288K0.02%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,259$287K<0.01%+4,27113F-HRTimelineGroup
ALGERT GLOBAL LLC6,257$287K<0.01%+95013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,119$281K<0.01%+62013F-HRTimelineGroup
MQS Management LLC6,021$276K0.16%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,904$271K<0.01%-83513F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC5,680$261K0.02%013F-HRTimeline
Jacobi Capital Management LLC5,663$260K0.02%+813F-HRTimeline
CIBC Asset Management Inc5,594$257K<0.01%-12813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,136$236K<0.01%+5013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding5,131$235K-901Timeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…5,000$229K0.06%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,989$229K<0.01%+1213F-HRTimeline
Crossmark Global Holdings, Inc.4,793$220K<0.01%013F-HRTimeline
XPONANCE LLC4,697$216K<0.01%+5613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,685$215K<0.01%-18913F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC4,673$214K0.03%new13F-HRTimeline
Alan B Lancz & Associates, Inc.4,600$211K0.19%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,548$209K<0.01%new13F-HRTimeline
Arax Advisory Partners4,529$208K<0.01%+4,44413F-HRTimeline
Asset Planning,Inc4,500$207K0.15%013F-HRTimeline
Sterling Capital Management LLC4,143$190K<0.01%+2,52813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,012$184K0.01%-2,27413F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,915$180K<0.01%+8913F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,530$116K0.01%-21913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,327$107K0.01%-10,55813F-HRTimeline
Millstone Evans Group, LLC2,250$103K0.07%013F-HRTimeline
GAMMA Investing LLC2,026$93K0.01%+51213F-HRTimeline
GHP Investment Advisors, Inc.2,013$92.4K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,661$76.2K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,658$76.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,643$75.4K<0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC1,620$74.3K0.03%013F-HRTimeline
MATHER GROUP, LLC.1,528$70.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,464$67.2K<0.01%+6713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,400$64.2K0.05%-62,27213F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,285$58.7K<0.01%+18613F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,243$56.4K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,034$47.5K<0.01%013F-HRTimelineGroup
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$45.9K0.01%013F-HRTimeline
Advisory Services Network, LLC957$43.9K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd939$43.1K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…898$41.2K<0.01%+20113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.880$40K<0.01%+65513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Essential Partners LLC862$39.6K0.01%+80213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.855$39.2K0.02%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …848$39K<0.01%+5913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC846$38.8K<0.01%013F-HRTimeline
Larson Financial Group LLC795$36.5K<0.01%-113F-HRTimeline
WHITTIER TRUST CO800$36.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.700$32.1K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.670$30.7K0.01%013F-HRTimeline
Versant Capital Management, Inc639$29.3K<0.01%-4713F-HRTimeline
Clearstead Advisors, LLC626$28.7K<0.01%+19313F-HRTimeline
Clarity Asset Management, Inc.601$27.6K0.02%+413F-HRTimeline
DANSKE BANK A/S600$27.5K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.600$27.5K<0.01%013F-HRTimeline
True Wealth Design, LLC573$26.3K0.01%+19213F-HRTimeline
Farther Finance Advisors, LLC547$25.1K<0.01%+53113F-HRTimeline
QUADRANT CAPITAL GROUP LLC536$24.6K<0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC504$23.1K<0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise453$21K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD450$20.7K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC447$20.5K<0.01%-413F-HRTimeline
HM PAYSON & CO420$19.3K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/400$18.4K<0.01%013F-HRTimeline
Parvin Asset Management, LLC400$18.4K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB377$17.3K<0.01%-2013F-HRTimeline
Capital Advisors, Ltd. LLC362$17K<0.01%013F-HRTimeline
IFP Advisors, Inc363$16.7K<0.01%-7213F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…358$16.4K<0.01%+11313F-HRTimelineGroup
Salomon & Ludwin, LLC347$15.8K<0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO322$15K<0.01%-92413F-HRTimeline
CENTRAL TRUST Co304$14K<0.01%013F-HRTimeline
UMB Bank, n.a.291$13.4K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Costello Asset Management, INC272$12.5K<0.01%+213F-HRTimeline
Westfuller Advisors, LLC265$12.1K0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.232$11K<0.01%-413F-HRTimeline
Rise Advisors, LLC237$10.9K<0.01%+113F-HRTimeline
MAI Capital Management207$9.5K<0.01%-7013F-HRTimeline
AdvisorNet Financial, Inc202$9.27K<0.01%013F-HRTimeline
Leonteq Securities AG198$9.09K<0.01%+2613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC184$9K<0.01%+15013F-HRTimelineGroup
NewEdge Advisors, LLC175$8.02K<0.01%new13F-HRTimeline
Bare Financial Services, Inc164$7.53K<0.01%+2913F-HRTimeline
Hemington Wealth Management174$7K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…142$6.52K<0.01%013F-HRTimelineGroup
BFSG, LLC136$6.24K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC134$6.08K<0.01%+8113F-HRTimeline
SBI Securities Co., Ltd.119$5.46K<0.01%+113F-HRTimeline
Wealthspire Advisors, LLC107$4.91K<0.01%new13F-HRTimeline
MCF Advisors LLC100$4.59K<0.01%013F-HRTimeline
Caitong International Asset Management …100$4.59K<0.01%new13F-HRTimeline
Root Financial Partners, LLC70$3.21K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC65$2.98K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.60$2.67K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52$2.39K<0.01%-26113F-HRTimelineGroup
Quarry LP48$2.2K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC46$2K<0.01%-27213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK40$1.84K<0.01%-3113F-HRTimelineGroup
Sunbelt Securities, Inc.37$1.7K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…36$1.65K<0.01%-413F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36$1.65K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc34$1.56K<0.01%+1113F-HRTimeline
Boreal Capital Management LLC34$1.56K<0.01%013F-HRTimeline
Clearstead Trust, LLC30$1.38K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC29$1.33K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27$1.24K<0.01%-1713F-HRTimelineGroup
Fortitude Family Office, LLC23$1.05K<0.01%+113F-HRTimeline
Blue Trust, Inc.22$1.01K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC20$918<0.01%+713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17$781<0.01%013F-HRTimeline
Parkside Financial Bank & Trust15$689<0.01%-3113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$688<0.01%new13F-HRTimeline
Rossby Financial, LCC11$490<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$282<0.01%-113F-HRTimeline
Bay Harbor Wealth Management, LLC6$275<0.01%+413F-HRTimeline
Cornerstone Planning Group LLC6$271<0.01%013F-HRTimeline
SJS Investment Consulting Inc.4$184<0.01%013F-HRTimeline
Abound Wealth Management4$184<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$184<0.01%+313F-HRTimeline
Private Wealth Asset Management, LLC3$138<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$92<0.01%-113F-HRTimeline
Cloud Capital Management, LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.