California Water Service Group Ownership | Who Owns California Water Service Group?


OverviewForecastRevenueFinancialsChartTranscripts

California Water Service Group Ownership Summary


California Water Service Group is owned by 83.27% institutional investors, 0.89% insiders, and 15.84% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.95% of CWT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.20% of its assets in California Water Service Group shares.

CWT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCalifornia Water Service Group83.27%0.89%15.84%
SectorUtilities Stocks49.95%8.87%41.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de11.17M18.95%$506.19M
Blackrock10.32M17.87%$500.39M
Vanguard group7.51M12.75%$340.64M
State street3.43M5.82%$155.38M
T. rowe price investment management2.96M5.03%$134.30M
Amundi1.91M3.24%$85.49M
First trust advisors lp1.69M2.87%$76.61M
Nuance investments1.49M2.53%$67.55M
Geode capital management1.36M2.31%$61.67M
Dimensional fund advisors lp1.26M2.14%$57.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nuance investments1.49M2.73%$67.55M
Triodos investment management bv493.00K1.81%$22.35M
Northstar asset management94.84K1.13%$4.30M
Arjuna capital84.91K1.02%$3.85M
Wulff, hansen20.64K0.89%$935.61K
Penn mutual asset management8.05K0.66%$364.91K
Bridge city capital46.75K0.56%$2.12M
Nia impact advisors37.13K0.55%$1.68M
Cbre investment management listed real assets648.41K0.52%$29.39M
Teton advisors21.00K0.49%$951.93K

Top Buyers

HolderShares% AssetsChange
Norges bank838.26K0.01%838.26K
Blackrock funding, inc. /de11.17M0.01%740.79K
State street3.43M0.01%372.55K
Goldman sachs group529.28K0.00%206.52K
Vanguard group7.51M0.01%158.29K

Top Sellers

HolderShares% AssetsChange
Impax asset management group---861.34K
Blackrock10.32M0.01%-414.95K
T. rowe price investment management2.96M0.08%-358.60K
Deprince race & zollo---267.34K
Granite investment partners---266.78K

New Positions

HolderShares% AssetsChangeValue
Norges bank838.26K0.01%838.26K$38.00M
Van lanschot kempen investment management105.07K0.05%105.07K$4.76M
Raymond james financial103.77K0.00%103.77K$4.70M
New age alpha advisors98.03K0.18%98.03K$4.44M
Wealthfront advisers46.06K0.03%46.06K$9.46M

Sold Out

HolderChange
Tfo-tdc-2.00
Claris advisors, llc / mo /-2.00
Mendota financial group-5.00
Castleview partners-6.00
Innealta capital-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024317-0.94%49,071,6532.54%831.26%1646.49%97-7.62%
Sep 30, 20243187.07%47,854,136-1.00%811.16%1548.45%1040.97%
Jun 30, 20242948.09%48,319,0220.27%831.20%14012.00%1036.19%
Mar 31, 2024272-3.55%48,191,1811.19%831.19%125-4.58%97-3.96%
Dec 31, 20232824.83%47,624,229-0.23%831.22%1314.80%10112.22%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.69M6.20%2.22K
Vanguard US Total Market Shares ETF1.91M3.21%92.03K
Vanguard Total Stock Mkt Idx Inv1.86M3.12%1.36K
iShares Russell 2000 ETF1.56M2.62%-13.47K
Vanguard Small Cap Index1.52M2.55%1.24K
Nuance Mid Cap Value Separate Account1.13M1.90%-44.49K
T. Rowe Price Small-Cap Value906.26K1.52%-
Vanguard Institutional Extnd Mkt Idx Tr899.61K1.51%1.17K
First Trust Value Line® Dividend ETF889.80K1.50%-
iShares Global Water ETF USD Dist873.33K1.47%-2.72K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 22, 2024Luu Michael B Sr. VP Corp Svcs & Chief RiskSell$50.73K
Sep 04, 2024Krummel Thomas M-Sell$30.57K
Aug 21, 2024Krummel Thomas M-Sell$30.15K
Aug 07, 2024Krummel Thomas M-Sell$29.36K
Jul 17, 2024Krummel Thomas M-Sell$29.41K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4-1
2024 Q3-5
2024 Q2-2
2024 Q1-1

CWT Ownership FAQ


Who owns the most shares of California Water Service Group?

California Water Service Group’s largest shareholders are Blackrock funding, inc. /de (11.17M shares, 18.95%), Blackrock (10.32M shares, 17.87%), and Vanguard group (7.51M shares, 12.75%). Together, they hold 49.58% of California Water Service Group’s total shares outstanding.

Does Blackrock own California Water Service Group?

Yes, BlackRock owns 17.87% of California Water Service Group, totaling 10.32M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 500.39M$. In the last quarter, BlackRock decreased its holdings by -415K shares, a -3.87% change.

Who is California Water Service Group’s biggest shareholder by percentage of total assets invested?

Nuance investments is California Water Service Group’s biggest shareholder by percentage of total assets invested, with 2.73% of its assets in 1.49M California Water Service Group shares, valued at 67.55M$.

Who is the top mutual fund holder of California Water Service Group shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of California Water Service Group shares, with 6.20% of its total shares outstanding invested in 3.69M California Water Service Group shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools