Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CWT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.3M | $467.4M | -3.5% | 17.226% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | $194.5M | β | 7.168% | 0.01% |
| 3 | Amundi | 3.5M | $157.4M | +26.7% | 5.800% | 0.04% |
| 4 | STATE STREET CORP | 3.1M | $140.7M | +2.4% | 5.185% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $120.8M | β | 4.454% | 0.00% |
| 6 | NUANCE INVESTMENTS, LLC | 1.6M | $72.7M | -12.1% | 2.680% | 10.14% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $66.9M | +3.8% | 2.465% | 0.00% |
| 8 | FMR LLC | 1.4M | $63.0M | -22.6% | 2.323% | 0.00% |
| 9 | FIRST TRUST ADVISORS LP | 1.4M | $61.4M | -1.0% | 2.263% | 0.04% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $52.5M | +0.4% | 1.936% | 0.01% |
| 11 | MORGAN STANLEY | 1.1M | $50.7M | +45.9% | 1.869% | 0.00% |
| 12 | Invesco Ltd. | 1.0M | $45.4M | +5.0% | 1.675% | 0.01% |
| 13 | Legal & General Group Plc | 778K | $35.3M | +1.8% | 1.299% | 0.01% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 728K | $33.0M | +2.5% | 1.217% | 0.01% |
| 15 | CBRE CLARION SECURITIES LLC | 648K | $29.4M | -10.4% | 1.082% | 0.44% |
| 16 | NORTHERN TRUST CORP | 637K | $28.9M | +4.2% | 1.065% | 0.00% |
| 17 | Bank of New York Mellon Corp | 507K | $23.0M | +0.4% | 0.847% | 0.00% |
| 18 | Nuveen, LLC | 425K | $19.3M | -3.4% | 0.710% | 0.01% |
| 19 | Triodos Investment Management BV | 414K | $18.8M | 0.0% | 0.692% | 1.42% |
| 20 | Beck Bode, LLC | 412K | $18.7M | +6.0% | 0.688% | 3.16% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 386K | $17.5M | β | 0.646% | 0.00% |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 321K | $14.6M | +1.8% | 0.537% | 0.01% |
| 23 | RAYMOND JAMES FINANCIAL INC | 295K | $13.4M | +4.5% | 0.492% | 0.00% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 290K | $13.1M | +2.0% | 0.484% | 0.01% |
| 25 | GOLDMAN SACHS GROUP INC | 284K | $12.9M | +25.5% | 0.475% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CWT β a direct measure of their conviction.
Filings activity in CWT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CWT position in Q1 2026
Institutions that fully closed their CWT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 330 | +1.5% | 77.48% | +4.72 pp | $2.11B | +6.5% |
| Q4 2025 | 325 | 1.2% | 72.76% | 3.94 pp | $1.98B | 5.1% |
| Q3 2025 | 329 | 0.6% | 76.70% | +0.49 pp | $2.09B | +0.6% |
| Q2 2025 | 331 | +2.2% | 76.21% | 4.49 pp | $2.08B | 5.6% |
| Q1 2025 | 324 | +1.9% | 80.70% | +6.27 pp | $2.20B | +8.4% |
| Q4 2024 | 318 | +0.0% | 74.43% | 10.12 pp | $2.03B | 12% |
| Q3 2024 | 318 | +6.7% | 84.55% | +6.86 pp | $2.31B | +8.8% |
| Q2 2024 | 298 | β | 77.69% | β | $2.12B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CWT stock.
Based on Q1 2026 13F filings, institutional ownership of California Water Service Group stands at 77.5%, held across 330 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CWT, with approximately 10,308,555 shares worth $0.47B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CWT.
Our composite Smart Money Score for CWT is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in CWT during Q1 2026, while 41 fully exited. 226 added to existing positions and 55 trimmed.
CWT institutional ownership rose by 4.72 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 66.1% of all reported 13F value in CWT, and the top 25 account for 83.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
California Water Service Group (CWT) Institutional Ownership