Skip to content
Disclosery

CWT CALIFORNIA WTR SVC GROUP

Follow

COM (common), issuer CIK 1035201

328 managers (329 13F filers) reported a position in CWT shares at 2025-12-31, 50,105,941 shares in all. 27 filers opened a position and 39 filers sold out during the quarter.

Managers
328
13F filers
329
New
27
Added
97
Reduced
130
Sold out
39
Shares held by filers
50,105,941

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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\5,926$257K<0.01%+2213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,880$255K<0.01%-1,03213F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,826$252K<0.01%-3,66913F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC5,680$246K0.01%013F-HRTimeline
Jacobi Capital Management LLC5,672$246K0.01%+913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,358$232K<0.01%-90113F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.5,261$228K0.01%-1,65513F-HRTimelineGroup
PROFUND ADVISORS LLC5,077$220K0.01%new13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…5,000$217K0.05%013F-HRTimelineGroup
Corient Private Wealth LPgroup of 2 filers holding5,000$217K-8,925Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,941$214K<0.01%-19513F-HRTimelineGroup
Ensign Peak Advisors, Inc4,914$213K<0.01%-5,20013F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,856$210K0.01%-27513F-HRTimelineGroup
Blue Water Asset Management4,835$210K0.08%13F-HRTimeline
Crossmark Global Holdings, Inc.4,793$208K<0.01%013F-HRTimeline
XPONANCE LLC4,733$205K<0.01%+3613F-HRTimeline
Virtue Capital Management, LLC4,733$203K0.03%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,684$203K<0.01%-4,09913F-HRTimelineGroup
Asset Planning,Inc4,500$195K0.14%013F-HRTimeline
New Age Alpha Advisors, LLC4,406$191K0.01%-95,07113F-HRTimeline
Farther Finance Advisors, LLC4,145$180K<0.01%+3,59813F-HRTimeline
Steward Partners Investment Advisory, L…3,929$170K<0.01%+1413F-HRTimeline
GAMMA Investing LLC3,823$166K0.01%+1,79713F-HRTimeline
Sterling Capital Management LLC3,458$150K<0.01%-68513F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,525$109K0.01%-513F-HRTimeline
Millstone Evans Group, LLC2,250$97.5K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,178$94.4K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.2,013$87.2K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,879$84.9K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,898$82K<0.01%+1,05013F-HRTimelineGroup
SITTNER & NELSON, LLC1,620$72K0.03%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,661$72K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,658$71.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,590$68.9K<0.01%+12613F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,400$60.7K0.05%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,370$59.4K<0.01%-27313F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,243$53.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,201$52K<0.01%-8413F-HRTimelineGroup
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$43.3K0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd929$40.3K0.02%-1013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.855$37K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…850$36.8K<0.01%-3,16213F-HRTimelineGroup
Beaird Harris Wealth Management, LLC846$36.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO800$34.7K<0.01%013F-HRTimeline
Larson Financial Group LLC768$33.3K<0.01%-2713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.700$30.3K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.670$29K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC611$26.5K<0.01%+7513F-HRTimeline
Clarity Asset Management, Inc.605$26.2K0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV603$26.1K<0.01%-1,72413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…603$26.1K<0.01%-29513F-HRTimelineGroup
DANSKE BANK A/S600$26K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$26K<0.01%013F-HRTimeline
Arax Advisory Partners591$25.6K<0.01%-3,93813F-HRTimeline
Tower View Wealth Management LLC531$23K0.01%new13F-HRTimeline
Parallel Advisors, LLC478$20.8K<0.01%+3113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise453$20K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc461$20K<0.01%-17813F-HRTimeline
Quarry LP456$19.8K<0.01%+40813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD450$19.5K<0.01%013F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS445$19.3K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC443$19K<0.01%+25913F-HRTimelineGroup
HM PAYSON & CO420$18.2K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/400$17.3K<0.01%013F-HRTimeline
Parvin Asset Management, LLC400$17.3K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB396$17.2K<0.01%+1913F-HRTimeline
Capital Advisors, Ltd. LLC362$16K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC373$15.9K<0.01%+2613F-HRTimeline
IFP Advisors, Inc363$15.7K<0.01%013F-HRTimeline
UMB Bank, n.a.336$14.6K<0.01%+4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…325$14.1K<0.01%-3313F-HRTimelineGroup
CENTRAL TRUST Co304$13.2K<0.01%013F-HRTimeline
True Wealth Design, LLC296$12.8K<0.01%-27713F-HRTimeline
Costello Asset Management, INC273$11.8K<0.01%+113F-HRTimeline
Westfuller Advisors, LLC266$11.5K<0.01%+113F-HRTimeline
Leonteq Securities AG253$11K<0.01%+5513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…239$10.4K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.228$10K<0.01%-413F-HRTimeline
Manchester Capital Management LLC220$9.53K<0.01%-14,66113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.202$9K<0.01%-67813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc202$8.75K<0.01%013F-HRTimeline
NewEdge Advisors, LLC186$8.04K<0.01%+1113F-HRTimeline
Smartleaf Asset Management LLC151$6.58K<0.01%+1713F-HRTimeline
Basecamp Wealth Advisors LLC149$6.46K<0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.141$6.11K0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…142$6.1K<0.01%013F-HRTimelineGroup
BFSG, LLC136$5.89K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.119$5.16K<0.01%013F-HRTimeline
MCF Advisors LLC100$4.33K<0.01%013F-HRTimeline
Bare Financial Services, Inc89$3.86K<0.01%-7513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.88$3.79K<0.01%-1,06213F-HRTimelineGroup
Root Financial Partners, LLC79$3.42K<0.01%+913F-HRTimeline
Garton & Associates Financial Advisors …73$3.14K<0.01%13F-HRTimeline
Private Wealth Management Group, LLC65$2.82K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust62$2.69K<0.01%+4713F-HRTimeline
TD Waterhouse Canada Inc.60$2.6K<0.01%013F-HRTimeline
SageView Advisory Group, LLC59$2.56K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52$2.25K<0.01%013F-HR/ATimelineGroup
Caitong International Asset Management …44$1.91K<0.01%-5613F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK40$1.73K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…36$1.56K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC35$1.52K<0.01%+1513F-HRTimeline
Essential Partners LLC35$1.52K<0.01%-82713F-HRTimeline
Boreal Capital Management LLC34$1.47K<0.01%013F-HRTimeline
Westside Investment Management, Inc.26$1.13K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.26$1.13K<0.01%-1113F-HRTimeline
Fortitude Family Office, LLC25$1.08K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$997<0.01%-413F-HRTimelineGroup
Bell Investment Advisors, Inc23$997<0.01%-1113F-HRTimeline
Torren Management, LLC21$915<0.01%13F-HRTimeline
Signature Equity Partners, LLC20$867<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.18$780<0.01%new13F-HRTimeline
Blue Trust, Inc.16$693<0.01%-613F-HRTimeline
Rossby Financial, LCC14$607<0.01%+313F-HRTimeline
Keating Financial Advisory Services, In…13$563<0.01%13F-HRTimeline
Ankerstar Wealth, LLC12$520<0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7$305<0.01%new13F-HRTimeline
MAI Capital Management7$304<0.01%-20013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$260<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC6$259<0.01%013F-HRTimeline
Abound Wealth Management4$174<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC3$130<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$130<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC2$87<0.01%-213F-HRTimeline
HFM Investment Advisors, LLC2$87<0.01%013F-HRTimeline
Dunhill Financial, LLC1$59<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$43<0.01%new13F-HRTimeline
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.