CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CWT on NYSE
Shares outstanding
59,660,082
Price per share
$43.24
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
50,044,352
Total reported value
$2,168,571,120
% of total 13F portfolios
0%
Share change
+122,405
Value change
+$4,524,041
Number of holders
325
Price from insider filings
$43.24
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 17% $463,981,230 10,201,874 BlackRock, Inc. 30 Jun 2025
T. Rowe Price Investment Management, Inc. 5% $147,457,710 2,962,783 T. Rowe Price Investment Management, Inc. 31 Dec 2024

As of 31 Dec 2025, 325 institutional investors reported holding 50,044,352 shares of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT). This represents 84% of the company’s total 59,660,082 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 18% 10,681,351 +2.2% 0.01% $462,822,950
VANGUARD GROUP INC 12% 7,346,457 +0.47% 0% $318,321,981
T. Rowe Price Investment Management, Inc. 5.6% 3,337,205 +1.1% 0.09% $144,602,000
STATE STREET CORP 5.1% 3,029,950 -2.3% 0% $131,287,734
Amundi 4.6% 2,738,993 +20% 0.04% $118,634,433
NUANCE INVESTMENTS, LLC 3.1% 1,825,390 +3.5% 8.7% $79,094,145
FMR LLC 3% 1,796,148 +28% 0% $77,827,084
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,420,950 +0.33% 0% $61,579,200
FIRST TRUST ADVISORS LP 2.3% 1,367,978 -2.6% 0.04% $59,274,490
DIMENSIONAL FUND ADVISORS LP 1.9% 1,153,931 +0.43% 0.01% $50,000,604
Invesco Ltd. 1.6% 954,234 +6.4% 0.01% $41,346,960
MORGAN STANLEY 1.3% 767,034 -4.4% 0% $33,235,636
Legal & General Group Plc 1.3% 763,847 +0.47% 0.01% $33,097,492
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.2% 722,345 -1.1% 0.46% $31,299,209
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 710,668 -1.1% 0% $30,793,244
NORTHERN TRUST CORP 1% 611,552 -6.7% 0% $26,498,548
Bank of New York Mellon Corp 0.85% 504,836 -11% 0% $21,874,530
KBC Group NV 0.75% 446,627 0% 0.04% $19,352,000
Nuveen, LLC 0.74% 440,074 +12% 0% $19,068,406
Triodos Investment Management BV 0.69% 414,000 -16% 1.3% $18,037,980
Beck Bode, LLC 0.65% 388,418 -3.4% 2.8% $16,830,141
VICTORY CAPITAL MANAGEMENT INC 0.53% 315,465 +18% 0.01% $13,669,098
PRINCIPAL FINANCIAL GROUP INC 0.48% 284,023 -1.3% 0.01% $12,306,717
RAYMOND JAMES FINANCIAL INC 0.47% 281,888 -5.5% 0% $12,214,191
ExodusPoint Capital Management, LP 0.4% 238,840 0.12% $10,348,937

Institutional Holders of CALIFORNIA WATER SERVICE GROUP - Common Stock (CWT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 50,044,352 $2,168,571,120 +$4,524,041 $43.33 325
2025 Q3 50,023,716 $2,295,345,475 -$9,851,434 $45.89 333
2025 Q2 50,260,380 $2,290,559,976 +$15,201,786 $45.48 334
2025 Q1 49,810,902 $2,414,372,624 +$33,123,916 $48.46 327
2024 Q4 49,124,933 $2,225,791,901 +$20,294,849 $45.33 321
2024 Q3 48,399,650 $2,622,962,723 +$4,689,847 $54.22 319
2024 Q2 48,332,900 $2,343,544,583 -$16,103,470 $48.49 297
2024 Q1 48,723,728 $2,263,936,064 +$48,477,990 $46.48 272
2023 Q4 47,651,480 $2,470,549,934 -$5,695,730 $51.87 281
2023 Q3 47,752,010 $2,259,645,943 +$49,071,720 $47.31 267
2023 Q2 47,066,437 $2,431,238,453 +$114,833,367 $51.63 281
2023 Q1 44,812,071 $2,608,514,269 -$8,335,890 $58.20 290
2022 Q4 44,987,923 $2,728,938,881 +$65,884,017 $60.64 287
2022 Q3 43,925,216 $2,315,396,836 -$112,496,583 $52.69 270
2022 Q2 43,772,375 $2,431,379,637 +$95,673,614 $55.55 268
2022 Q1 42,249,000 $2,504,179,592 +$60,590,867 $59.28 296
2021 Q4 41,138,579 $2,954,637,886 +$43,651,689 $71.86 295
2021 Q3 40,565,857 $2,390,595,028 +$61,174,825 $58.93 260
2021 Q2 39,507,756 $2,195,188,494 +$52,122,477 $55.54 245
2021 Q1 38,549,191 $2,170,615,549 +$16,664,207 $56.34 252
2020 Q4 38,225,881 $2,065,498,626 +$65,390,253 $54.03 247
2020 Q3 37,045,144 $1,609,908,658 +$31,052,729 $43.45 239
2020 Q2 36,227,958 $1,728,106,014 +$14,507,641 $47.70 250
2020 Q1 35,980,250 $1,810,468,832 -$63,858,090 $50.32 247
2019 Q4 37,249,542 $1,920,703,878 +$47,514,082 $51.56 260
2019 Q3 36,298,749 $1,921,472,040 -$11,087,526 $52.93 264
2019 Q2 36,536,327 $1,849,804,463 +$34,143,953 $50.63 255
2019 Q1 36,054,446 $1,956,725,713 +$40,924,471 $54.28 252
2018 Q4 35,325,615 $1,683,009,189 +$18,014,611 $47.66 233
2018 Q3 34,844,541 $1,494,538,819 +$8,888,565 $42.90 211
2018 Q2 34,693,505 $1,351,414,423 +$24,940,343 $38.95 209
2018 Q1 34,118,096 $1,270,974,077 +$10,593,137 $37.25 222
2017 Q4 33,766,918 $1,531,281,955 +$14,146,356 $45.35 217
2017 Q3 33,395,977 $1,274,395,622 +$17,375,518 $38.15 187
2017 Q2 32,358,568 $1,186,795,759 -$2,515,430 $36.80 188
2017 Q1 32,898,562 $1,178,720,666 +$179,879,430 $35.85 197
2016 Q4 33,342,518 $1,130,295,033 +$1,444,475 $33.90 201
2016 Q3 33,231,695 $1,065,965,080 -$61,526,346 $32.09 183
2016 Q2 35,374,623 $1,219,734,128 +$38,058,388 $34.93 181
2016 Q1 34,845,155 $925,163,817 +$105,163,257 $26.72 184
2015 Q4 30,950,324 $720,592,640 +$42,366,324 $23.27 168
2015 Q3 29,100,546 $643,733,666 -$16,305,846 $22.12 157
2015 Q2 29,910,134 $680,190,020 +$8,179,338 $22.85 159
2015 Q1 29,507,163 $721,713,190 -$4,204,204 $24.51 154
2014 Q4 28,687,792 $706,351,777 -$22,711,092 $24.61 154
2014 Q3 29,379,345 $659,449,857 -$4,173,806 $22.44 136
2014 Q2 29,555,698 $714,625,076 -$14,827,380 $24.20 133
2014 Q1 28,857,575 $690,579,619 +$28,696,767 $23.94 138