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Disclosery

CWT CALIFORNIA WTR SVC GROUP

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COM (common), issuer CIK 1035201

332 managers (339 13F filers) reported a position in CWT shares at 2026-03-31, 51,267,516 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
332
13F filers
339
New
40
Added
140
Reduced
88
Sold out
32
Shares held by filers
51,267,516

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Legato Capital Management LLC6,103$277K0.03%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,000$272K0.04%013F-HRTimeline
Bridgewater Associates, LP5,771$262K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC5,701$258K0.01%+2913F-HRTimeline
Integrated Wealth Concepts LLC5,668$257K<0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,630$255K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,392$244K<0.01%+45113F-HRTimelineGroup
Aprio Wealth Management, LLC5,275$239K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,169$234K<0.01%-18913F-HRTimelineGroup
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…5,000$227K0.06%013F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.4,889$225K0.04%new13F-HRTimeline
INCEPTIONR LLC4,947$224K0.05%new13F-HRTimeline
Blue Water Asset Management4,871$221K0.08%+3613F-HRTimeline
LeClair Wealth Partners LLC4,871$221K0.08%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,856$220K0.01%013F-HRTimelineGroup
Crossmark Global Holdings, Inc.4,763$216K<0.01%-3013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,588$208K0.03%new13F-HRTimeline
Asset Planning,Inc4,500$204K0.15%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,457$202K<0.01%-7,34013F-HRTimelineGroup
Corient IA LPin group Corient Private Wealth LP4,440$201K0.19%-56013F-HRTimelineGroup
New Age Alpha Advisors, LLC4,298$195K0.01%-10813F-HRTimeline
IFM Investors Pty Ltd4,268$194K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,244$193K<0.01%+9913F-HRTimeline
GAMMA Investing LLC4,059$184K0.01%+23613F-HRTimeline
Steward Partners Investment Advisory, L…3,639$165K<0.01%-29013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,670$121K0.01%+14513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,289$104K<0.01%+39113F-HRTimelineGroup
Millstone Evans Group, LLC2,250$102K0.06%013F-HRTimeline
Sterling Capital Management LLC1,982$89.9K<0.01%-1,47613F-HRTimeline
GHP Investment Advisors, Inc.1,895$85.9K<0.01%-11813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,661$75.3K0.03%013F-HRTimeline
SITTNER & NELSON, LLC1,620$73.5K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,607$72.9K<0.01%+1,00713F-HRTimeline
State of Wyoming1,553$70.4K0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,528$69.3K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,521$68.5K<0.01%+32013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,380$62.6K<0.01%+1013F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC1,400$60.7K0.05%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,243$56.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,209$54.8K<0.01%+60613F-HR/ATimelineGroup
Advisory Services Network, LLC1,031$46.7K<0.01%new13F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$45.3K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.919$41.7K<0.01%-1,25913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.855$38.8K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC846$38.4K<0.01%+23513F-HR/ATimeline
Beaird Harris Wealth Management, LLC846$38.4K<0.01%013F-HRTimeline
Larson Financial Group LLC770$34.9K<0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC744$34K<0.01%+30113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.700$31.7K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.672$30.5K0.02%+6713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…670$30.4K<0.01%+52813F-HRTimelineGroup
Pinnacle Bancorp, Inc.670$30.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC564$26.1K<0.01%+19113F-HRTimeline
Tower View Wealth Management LLC535$24.2K0.01%+413F-HRTimeline
Kemnay Advisory Services Inc.491$22.3K<0.01%new13F-HRTimeline
Parallel Advisors, LLC482$21.9K<0.01%+413F-HR/ATimeline
IFP Advisors, Inc468$21.2K<0.01%+10513F-HRTimeline
Manchester Capital Management LLC464$21K<0.01%+24413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise453$21K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD450$20.4K<0.01%013F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS445$20.2K<0.01%013F-HRTimeline
MAI Capital Management437$19.8K<0.01%+43013F-HRTimeline
HM PAYSON & CO420$19K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/400$18.1K<0.01%013F-HRTimeline
Parvin Asset Management, LLC400$18.1K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.386$18K<0.01%+15813F-HRTimeline
WHITTIER TRUST CO374$17.1K<0.01%-42613F-HRTimeline
Arax Advisory Partners365$16.6K<0.01%-22613F-HRTimeline
MassMutual Private Wealth & Trust, FSB363$16.5K<0.01%-3313F-HRTimeline
Capital Advisors, Ltd. LLC362$16K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC326$14.8K<0.01%new13F-HRTimeline
CENTRAL TRUST Co304$13.8K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC300$13.6K<0.01%-1,57913F-HRTimeline
SIGNATUREFD, LLC290$13.1K<0.01%-1,30013F-HRTimeline
UMB Bank, n.a.276$12.5K<0.01%-6013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Costello Asset Management, INC274$12.4K<0.01%+113F-HRTimeline
Westfuller Advisors, LLC268$12.2K0.01%+213F-HRTimeline
Leonteq Securities AG256$11.6K<0.01%+313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…248$11.2K<0.01%+913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV241$10.9K<0.01%-36213F-HRTimeline
Smartleaf Asset Management LLC212$9.76K<0.01%+6113F-HRTimeline
WealthCollab, LLC208$9.43K<0.01%new13F-HRTimeline
Versant Capital Management, Inc206$9.34K<0.01%-25513F-HRTimeline
AdvisorNet Financial, Inc202$9.16K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.200$9K<0.01%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC197$8.95K<0.01%+1113F-HR/ATimeline
Basecamp Wealth Advisors LLC146$6.62K<0.01%-313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.141$6.39K<0.01%013F-HRTimeline
True Wealth Design, LLC140$6.35K<0.01%-15613F-HRTimeline
BFSG, LLC136$6.17K<0.01%013F-HRTimeline
Essential Partners LLC131$5.94K<0.01%+9613F-HRTimeline
SBI Securities Co., Ltd.116$5.26K<0.01%-313F-HRTimeline
Root Financial Partners, LLC116$5.26K<0.01%+3713F-HRTimeline
Parkside Financial Bank & Trust107$4.85K<0.01%+4513F-HRTimeline
Quarry LP100$4.53K<0.01%-35613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC90$4.08K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…67$3.04K<0.01%+5413F-HRTimeline
Private Wealth Management Group, LLC65$2.95K<0.01%013F-HRTimeline
CVA Family Office, LLC61$2.77K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.60$2.73K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.54$2.45K<0.01%+5113F-HRTimeline
Fortitude Family Office, LLC54$2.45K<0.01%+2913F-HRTimeline
Bare Financial Services, Inc45$2.04K<0.01%-4413F-HRTimeline
Synergy Investment Management, LLC42$1.9K<0.01%new13F-HRTimeline
Rossby Financial, LCC41$1.87K<0.01%+2713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK40$1.81K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…36$1.63K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC34$1.54K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC32$1.45K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC31$1.41K<0.01%new13F-HR/ATimeline
JFS WEALTH ADVISORS, LLC28$1.27K<0.01%-713F-HRTimeline
Physician Wealth Advisors, Inc.27$1.23K<0.01%+913F-HRTimeline
Westside Investment Management, Inc.26$1.18K<0.01%013F-HRTimeline
Caitong International Asset Management …23$1.04K<0.01%-2113F-HRTimeline
Bell Investment Advisors, Inc22$998<0.01%-113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18$816<0.01%-3413F-HRTimelineGroup
Sunbelt Securities, Inc.17$771<0.01%-913F-HRTimeline
Blue Trust, Inc.16$725<0.01%013F-HRTimeline
Ankerstar Wealth, LLC12$544<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC10$453<0.01%+413F-HRTimeline
Wall Street Financial Group, Inc.8$363<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC8$363<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$273<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.5$227<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC3$137<0.01%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3$136<0.01%new13F-HRTimelineGroup
HFM Investment Advisors, LLC2$91<0.01%013F-HRTimeline
Dunhill Financial, LLC1$61<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$45<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$45<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$45<0.01%013F-HRTimeline
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.