| 4 | STATE STREET CORP | 3.3M | $158.9M | +5.3% | 5.458% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $130.9M | +0.9% | 4.495% | 0.00% |
| 6 | ATLAS Infrastructure Partners (UK) Ltd. | 2.0M | $96.6M | — | 3.316% | 2.93% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $75.7M | +5.4% | 2.599% | 0.00% |
| 8 | FIRST TRUST ADVISORS LP | 1.3M | $63.2M | -4.0% | 2.172% | 0.04% |
| 9 | FMR LLC | 1.3M | $62.3M | -7.8% | 2.141% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $57.2M | +1.4% | 1.963% | 0.01% |
| 11 | NUANCE INVESTMENTS, LLC | 1.1M | $53.3M | -31.7% | 1.831% | 9.07% |
| 12 | Invesco Ltd. | 975K | $47.4M | -2.7% | 1.629% | 0.00% |
| 13 | MORGAN STANLEY | 948K | $46.1M | -15.3% | 1.584% | 0.00% |
| 14 | Legal & General Group Plc | 808K | $39.3M | +3.9% | 1.349% | 0.01% |
| 15 | ANTIPODES PARTNERS Ltd | 753K | $36.7M | — | 1.259% | 0.67% |
| 16 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 747K | $36.4M | — | 1.248% | 0.05% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 725K | $35.3M | -0.4% | 1.212% | 0.00% |
| 18 | NORTHERN TRUST CORP | 709K | $34.5M | +11.2% | 1.184% | 0.00% |
| 19 | AQR CAPITAL MANAGEMENT LLC | 682K | $33.2M | +301.7% | 1.139% | 0.01% |
| 20 | Bank of New York Mellon Corp | 527K | $25.6M | +4.0% | 0.881% | 0.00% |
| 21 | Triodos Investment Management BV | 493K | $24.0M | +19.1% | 0.824% | 1.46% |
| 22 | Beck Bode, LLC | 427K | $20.8M | +3.6% | 0.713% | 3.14% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 398K | $19.3M | +2.9% | 0.664% | 0.00% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 365K | $17.8M | +41.7% | 0.611% | 0.01% |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 331K | $16.1M | +3.1% | 0.553% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CWT — a direct measure of their conviction.
| 86.32% |
| +1.25 pp |
| $2.20B |
| +8.4% |
| Q4 2024 | 318 | +0.0% | 85.07% | +2.59 pp | $2.03B | 12% |
| Q3 2024 | 318 | — | 82.48% | — | $2.31B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
44 institutions opened new positions in CWT during Q2 2026, while 40 fully exited. 232 added to existing positions and 55 trimmed.
CWT institutional ownership rose by 3.85 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 62.9% of all reported 13F value in CWT, and the top 25 account for 82.6%.
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