SJW Group Ownership | Who Owns SJW Group?
SJW Group Ownership Summary
SJW Group is owned by 77.36% institutional investors, 8.45% insiders, and 14.19% retail investors. Blackrock is the largest institutional shareholder, holding 17.54% of SJW shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.71% of its assets in SJW Group shares.
SJW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SJW Group | 77.36% | 8.45% | 14.19% |
| Sector | Utilities Stocks | 58.32% | 6.53% | 35.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.63M | 17.54% | $305.12M |
| Vanguard group | 2.46M | 7.68% | $133.59M |
| State street | 1.65M | 5.14% | $89.41M |
| Nuance investments | 1.57M | 4.88% | $84.88M |
| Cerity partners | 1.46M | 4.54% | $78.92M |
| Amundi | 1.20M | 3.74% | $64.76M |
| Invesco | 764.03K | 2.38% | $41.43M |
| Geode capital management | 709.12K | 2.21% | $38.46M |
| Dimensional fund advisors lp | 704.86K | 2.20% | $38.22M |
| Morgan stanley | 518.30K | 1.62% | $28.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patrizia pty | 94.21K | 8.04% | $5.11M |
| Nuance investments | 1.57M | 2.59% | $84.88M |
| Clean yield group | 120.95K | 2.45% | $6.56M |
| Keynote financial services | 29.75K | 1.35% | $1.61M |
| Iq eq fund management (ireland) | 64.36K | 0.40% | $3.49M |
| Atom investors lp | 50.43K | 0.27% | $2.73M |
| Chatham capital group | 26.55K | 0.25% | $1.44M |
| Thematics asset management | 96.25K | 0.21% | $5.22M |
| Cerity partners | 1.46M | 0.21% | $78.92M |
| Clear harbor asset management | 29.75K | 0.14% | $1.61M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuance investments | 1.57M | 2.59% | 233.60K |
| Nuveen asset management | 323.54K | 0.01% | 161.64K |
| Norges bank | 122.45K | 0.00% | 122.45K |
| Millennium management | 113.78K | 0.00% | 109.39K |
| Amundi | 1.20M | 0.02% | 104.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | - | - | -448.97K |
| Jpmorgan chase | 80.20K | 0.00% | -157.28K |
| State street | 1.65M | 0.00% | -123.94K |
| Cerity partners | 1.46M | 0.21% | -104.13K |
| Cramer rosenthal mcglynn | - | - | -97.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 122.45K | 0.00% | 122.45K | $6.64M |
| Tudor investment corp et al | 78.39K | 0.02% | 78.39K | $4.25M |
| Atom investors lp | 50.43K | 0.27% | 50.43K | $2.73M |
| D. e. shaw | 29.05K | 0.00% | 29.05K | $1.58M |
| Susquehanna fundamental investments | 22.53K | 0.03% | 22.53K | $1.22M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Covestor | -10.00 |
| Concourse financial group securities | -11.00 |
| Valley national advisers | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 227 | -0.44% | 24,813,526 | 0.82% | 77 | 1.31% | 124 | 9.73% | 73 | -15.12% |
| Mar 31, 2024 | 228 | -0.87% | 24,612,118 | 0.42% | 76 | 1.31% | 113 | 2.73% | 86 | - |
| Dec 31, 2023 | 230 | 4.55% | 24,508,545 | 0.99% | 76 | 1.32% | 110 | -13.39% | 86 | 38.71% |
| Sep 30, 2023 | 220 | 0.46% | 24,267,285 | -3.66% | 76 | 1.19% | 127 | 5.83% | 62 | -1.59% |
| Jun 30, 2023 | 219 | 1.86% | 25,189,810 | -2.10% | 79 | 1.16% | 120 | 23.71% | 63 | -25.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.90M | 5.71% | 1.92K |
| Vanguard Total Stock Mkt Idx Inv | 887.31K | 2.67% | -11.19K |
| Nuance Mid Cap Value Separate Account | 834.03K | 2.55% | -310.89K |
| iShares Russell 2000 ETF | 819.80K | 2.47% | -1.85K |
| First Trust Value Line® Dividend ETF | 764.52K | 2.30% | -356.00 |
| Nuance Mid Cap Value Institutional | 630.71K | 1.93% | -73.54K |
| Vanguard Institutional Extnd Mkt Idx Tr | 458.39K | 1.38% | 6.21K |
| iShares Global Water ETF USD Dist | 452.93K | 1.36% | - |
| KBI Water A GBP | 433.22K | 1.30% | 99.64K |
| First Trust Water ETF | 395.92K | 1.19% | 1.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2024 | Hauk Bruce A | Chief Operating Officer | Sell | $6.64K |
| May 07, 2024 | Patla Craig J | President of CTWS | Sell | $77.87K |
| May 03, 2023 | Guardino Carl | - | Sell | $59.08K |
| Mar 27, 2023 | Patla Craig J | President of CTWS | Sell | $55.17K |
| Mar 02, 2020 | Gere Andrew | President and COO | Buy | $1.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
SJW Ownership FAQ
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